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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Aptean CRM

    Score8.8 out of 10
    N/ACDC Software (CDC) and Consona Corporation (Consona), both enterprise application software (EAS) providers of on-premise and cloud technologies to form Aptean in 2012. Onyx supports more than 1,700 mid-market and enterprise customers in approximately 50 countries. While Onyx is largely known for its on-premise horizontal customer relationship management software suite, it also provides industry specific versions for the healthcare, financial services, professional services, contact center, high…N/A

    Method:CRM

    Score8.4 out of 10
    N/AMethod:crm is a QuickBooks-integrated, cloud-based CRM platform.

    $25

    per month per user

    Pricing
    Aptean CRMMethod:CRM
    Editions & Modules
    No answers on this topic
    Contact Management
    $25
    per month per user
    CRM Pro
    $44
    per month per user
    CRM Enterprise
    $74
    per month per user
    CRM Multi-Entity
    Custom Quote
    Offerings
    Pricing Offerings
    Aptean CRMMethod:CRM
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    Aptean CRMMethod:CRM
    Considered Both Products
    Aptean
    No answer on this topic
    Method Integration Inc.
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    100%
    Would buy again
    19 Answers
    Delivers good value for the price
    No answers on this topic
    100%
    Delivers good value for the price
    17 Answers
    Happy with the feature set
    No answers on this topic
    100%
    Happy with the feature set
    19 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    100%
    Lived up to sales and marketing promises
    15 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    16 Answers
    Features
    Aptean CRMMethod:CRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Aptean CRM and Method:CRM
    Feature
    Aptean CRM
    9.2
    2 Ratings
    18% above category average
    Method:CRM
    8.0
    22 Ratings
    4% above category average
    Customer data management / contact management10.02 Ratings8.322 Ratings
    Workflow management9.02 Ratings8.320 Ratings
    Territory management9.02 Ratings1.81 Ratings
    Opportunity management9.02 Ratings8.320 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.02 Ratings8.920 Ratings
    Contract management10.02 Ratings8.711 Ratings
    Quote & order management9.02 Ratings9.118 Ratings
    Interaction tracking9.02 Ratings9.019 Ratings
    Channel / partner relationship management9.02 Ratings10.012 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Aptean CRM and Method:CRM
    Feature
    Aptean CRM
    9.7
    2 Ratings
    25% above category average
    Method:CRM
    10.0
    2 Ratings
    28% above category average
    Case management9.02 Ratings10.01 Ratings
    Call center management10.02 Ratings9.92 Ratings
    Help desk management10.01 Ratings10.01 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Aptean CRM and Method:CRM
    Feature
    Aptean CRM
    9.5
    2 Ratings
    22% above category average
    Method:CRM
    8.9
    19 Ratings
    16% above category average
    Lead management10.02 Ratings8.817 Ratings
    Email marketing9.02 Ratings9.014 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Aptean CRM and Method:CRM
    Feature
    Aptean CRM
    9.0
    2 Ratings
    17% above category average
    Method:CRM
    7.5
    20 Ratings
    1% below category average
    Task management10.02 Ratings9.118 Ratings
    Billing and invoicing management9.02 Ratings10.015 Ratings
    Reporting8.02 Ratings3.417 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Aptean CRM and Method:CRM
    Feature
    Aptean CRM
    9.0
    2 Ratings
    17% above category average
    Method:CRM
    7.7
    18 Ratings
    2% above category average
    Forecasting9.02 Ratings8.09 Ratings
    Pipeline visualization9.02 Ratings9.017 Ratings
    Customizable reports9.02 Ratings6.017 Ratings
    Customization
    Comparison of Customization features of Aptean CRM and Method:CRM
    Feature
    Aptean CRM
    9.0
    2 Ratings
    18% above category average
    Method:CRM
    7.5
    19 Ratings
    0% above category average
    Custom fields9.02 Ratings6.419 Ratings
    Custom objects9.02 Ratings6.418 Ratings
    Scripting environment9.01 Ratings9.212 Ratings
    API for custom integration9.01 Ratings8.014 Ratings
    Security
    Comparison of Security features of Aptean CRM and Method:CRM
    Feature
    Aptean CRM
    8.5
    2 Ratings
    2% above category average
    Method:CRM
    8.2
    19 Ratings
    1% below category average
    Single sign-on capability9.02 Ratings8.117 Ratings
    Role-based user permissions8.02 Ratings8.319 Ratings
    Social CRM
    Comparison of Social CRM features of Aptean CRM and Method:CRM
    Feature
    Aptean CRM
    9.5
    1 Ratings
    26% above category average
    Method:CRM
    -
    Ratings
    Social data10.01 Ratings00 Ratings
    Social engagement9.01 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Aptean CRM and Method:CRM
    Feature
    Aptean CRM
    9.5
    1 Ratings
    26% above category average
    Method:CRM
    10.0
    2 Ratings
    31% above category average
    Marketing automation10.01 Ratings10.02 Ratings
    Compensation management9.01 Ratings10.02 Ratings
    Platform
    Comparison of Platform features of Aptean CRM and Method:CRM
    Feature
    Aptean CRM
    9.0
    1 Ratings
    20% above category average
    Method:CRM
    7.4
    15 Ratings
    1% above category average
    Mobile access9.01 Ratings7.415 Ratings
    Best Alternatives
    Aptean CRMMethod:CRM
    Small Businesses
    Salesflare
    Score6 out of 10
    Salesflare
    Score6 out of 10
    Medium-sized Companies
    Zendesk Sell
    Score8.8 out of 10
    Zendesk Sell
    Score8.8 out of 10
    Enterprises
    Daylite
    Score7.6 out of 10
    Daylite
    Score7.6 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Aptean CRMMethod:CRM
    Likelihood to Recommend
    9.0
    (2 ratings)
    8.3
    (24 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (3 ratings)
    Usability
    9.0
    (1 ratings)
    9.0
    (18 ratings)
    Support Rating
    9.0
    (1 ratings)
    9.1
    (18 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.0
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    9.0
    (1 ratings)
    User Testimonials
    Aptean CRMMethod:CRM
    Likelihood to Recommend
    Aptean
    As I am highly satisfied with the working of Apteama CRM I would like to recommend it to everyone with all sizes of the firm as it is ideal for firms from small to large ones. With its features, I can guarantee the best CRM solutions along with marketing automation. Although I am looking forward to it to offer more customizations.
    Incentivized
    Read full review
    Method Integration Inc.
    Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
    Incentivized
    Read full review
    Pros
    Aptean
    • Simple: it isn't too convoluted with too many features
    • Flexible: user-defined fields are able to be added to every segment of both opportunities and incidents
    • Dynamic: Integrates with the existing ERP system to pass customer and vendor data back and forth
    Incentivized
    Read full review
    Method Integration Inc.
    • The customization team is brilliant!
    • The various integrations, QBO & Gmail, help me keep track of all customer interactions.
    • The more organized I am, the more time I have to take care of my clients!
    • I have nothing but praise for the support team and the rest of the crew at Method.
    Incentivized
    Read full review
    Cons
    Aptean
    • I was expecting some more flexibility in it.
    • Its customer support is highly non-vigilant and should learn how to work responsibly.
    Incentivized
    Read full review
    Method Integration Inc.
    • It would be great if we could attach files to a lead or account in general and not just in an activity or opportunity.
    • All custom fields do not show up as options for a view when searching for leads or customers within certain parameters.
    Read full review
    Likelihood to Renew
    Aptean
    No answers on this topic
    Method Integration Inc.
    The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
    Read full review
    Usability
    Aptean
    Its simple yet full-fledged interface is doing wonders in making our work time- effective. It is not just cost-effective but the marketing automation and sales force automation has proved very beneficial for us. By the grace of its reports, we can analyze intricacies.
    Incentivized
    Read full review
    Method Integration Inc.
    Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here
    Incentivized
    Read full review
    Support Rating
    Aptean
    Apean CRM gives adaptability in working hours to timetables and they give client service all day, every day. This application has progressed highlights CRM, Distribution of the executives, announcing/investigation. Thing and Support are simple to utilize and easy to adjust subject to the business. Modify reports and structures we can associate with no issue.
    Incentivized
    Read full review
    Method Integration Inc.
    The Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer.
    Incentivized
    Read full review
    Implementation Rating
    Aptean
    No answers on this topic
    Method Integration Inc.
    Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
    Read full review
    Alternatives Considered
    Aptean
    IntuitiveERP included this CRM package with our license, so there was no extra cost to implement it. Salesforce is expensive so we felt that we could use this package to justify our need for CRM by implementing this package, and if it was improving our sales we could say that a larger package would give the ROI we expect.
    Incentivized
    Read full review
    Method Integration Inc.
    We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and making sure our payments were being logged appropriately. I do wish that payments would be added to the calendar automatically so that the sales rep could view and make a phone call letting them know their invoice is due.
    Read full review
    Return on Investment
    Aptean
    • Improved interaction with customers for incident management.
    • Greatly improved opportunity management.
    • Lead management for marketing is improved and centralized.
    Incentivized
    Read full review
    Method Integration Inc.
    • Method:CRM has probably saved me about 6-10 hours per week over the past few years.
    • It has likely saved our company several hundred hours in the last 10 years.
    • It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.
    Incentivized
    Read full review
    ScreenShots

    Method:CRM Screenshots

    Screenshot of Simplifies sales process and provides organization with a shared customer list.Screenshot of Strengthens customer relationships to provide better service.Screenshot of Stops sales from slipping through the cracks.Screenshot of Streamlines business processes to make teams happier and more productive.Screenshot of Automates sales processes.Screenshot of Method can be customized to fit a business.