a humane way to handle

Customer Relationship  Management

Have all your customer contracts in one place, access them instantly from anywhere, get automatically notified of renewals and tasks, and uncover insights about the customer contracts. This solution enables you to keep track of all your customer contracts, customers, suppliers, and other business partners' records in one place.

balancing safety and clear overview
Manage Your Customers Easily

Customer relationship management can be difficult, especially as the number of your customers grows. Remove the hassle of managing multiple systems and make everything from contracts to minutes from meetings and project status to deadlines fit together like a hand and glove.

Maximum overview

Replace your Excel sheets with easy software that will give you certainty and an overview of your entire company.

Comfortable centralization

Sort, follow, or organize all the records in software that runs in the cloud.
It is safe and accessible from anywhere.

Any sort of record

You can customize the environment according to your needs.
Used by teams across every industry
 

Keep your customer relationships coordinated.

Wherever you are.
  • CRM mainly for B2B sales
  • Keep meeting minutes with customers or clients 
  • Create tasks on activities with your clients and assign them to any of your colleagues
  • Create alerts to important dates and deadlines with customers
  • Track all activities with customers
  • Attach contracts with customers customers
  • Set reminders and watchdogs on activities with customers
  • Overview of contracts with a particular business partner
  • Responsible people for customer contracts
  • Setting reminders resulting from your contractual obligations
  • Quickly find any customer contract

get started

Sign Up

Signing up is quick, easy, and free! No need for a credit card or any complicated details.

transform

Load Up

Add users to your account, and start to upload contracts, term sheets, amendments, renewals, and more in seconds.

celebrate

Feet Up

With your contract management platform set-up, you're free to customize to your needs and enjoy the power of simplicity!

Active Customer Management

Looking for the ultimate customer relationship management tool, where everything from contracts to meetings is unified and simplified? You found it.

plans & pricing

Absolutely free for 30 days.
No credit card required.

From 100% free to fully customized enterprise-level solutions.
Flexible plans for every need, and every budget.

Choose seats number:
Premium
Total per month and
-
Automatic reminders
Task planning & confirmation
Team Management & Collaboration
Employee Self-Service & HelpDesk
Workflow & Approvals
Meeting Minutes
Document Management
Document Archive
Customizable Print Forms
Digital Confirmation
Customizable Checklists & Fields
Customizable Organizers
All-in one solution
Reporting
Enterprise
Total per month and
-
Includes Premium plus
Company Branding
Company Password Policy
Private Cloud Server
Possible On-prem
Integration
Premium
Total per month and
-
Automatic reminders
Task planning & confirmation
Team Management & Collaboration
Employee Self-Service & HelpDesk
Workflow & Approvals
Meeting Minutes
Document Management
Document Archive
Customizable Print Forms
Digital Confirmation
Customizable Checklists & Fields
Customizable Organizers
All-in one solution
Reporting
Enterprise
Total per month and
-
Includes Premium plus
Company Branding
Company Password Policy
Private Cloud Server
Possible On-prem
Integration
DO YOU HAVE SPECIAL REQUIREMENTS OR NEED A PERSONALIZED QUOTE? GET IN TOUCH!
CRM sorted out

Looking for more?

Manage more than just your customers. Our online platform simplifies your business admin and management. Including these key areas:

Get a simple and easy to use customer contacts solution

This is simple customer contacts management is a simple CRM solution that helps you manage your customer relations while managing all your customer contact and contracts. You can keep meeting minutes with your customers, keep all activities with customers, and so on. It helps not to be overwhelmed with information spread across CRM ad DMS systems and unnecessary communication. 

With better visibility and simplicity, our customer relationship software saves you money by building satisfied customers and saves you a lot of money and nerves by having all the information online at hand.

There is a huge variety of CRM or contact management software on the market - everyone chooses according to their needs, company size, and sales character.

We focus on simplicity and businesses that do not need to reach thousands or millions of customers through email or phone campaigns. Instead, we focus primarily on businesses that deal with fewer customers and want to keep the communication and customer contacts in one solution simultaneously. 

This simple contract management solution helps you manage your customer contacts, keep related meeting minutes tasks, and set reminders on important events or information. It helps not to be overwhelmed with information spread across many siloed apps and unnecessary communication. You know the worst thing is hearing over and over again. 

With better visibility and simplicity, this CRM solution saves you money by building satisfied customers and saves you a lot of money and nerves by having all the information online at hand.

Replace your spreadsheet records with a customer contract management solution 

Do you also have many spreadsheets in which you maintain various information vital to your contract management? Are you struggling to keep it together and updated? In this contract management solution, you will have everything together and in the context of a specific contract. No more spreadsheets excel sheets, or PDF documents floating around.

Get a simple and easy to use CRM solution

This is simple CRM solution helps you to manage your activities with customers. Keep related meeting minutes, tasks, or follow-up activities. Helps not to be overwhelmed with information spread across many siloed apps and unnecessary communication:
  • Overview of customer activities, full history
  • Overview of basic customer data
  • Overview of contracts with a particular customer
  • Overview of sales opportunities

Stay on top of your customer activities. 

With our simple and easy-to-use CRM system, you get the tool for tracking your activities with customers. Automatic reminders of important results or is a breeze. Manage all customer-facing information in one centralized place. With our automatic reminders of important dates, contract renewals, and contract milestones, your activities are a breeze. Manage upcoming renewals in one centralized place. You get one tool to manage all expiration dates. 

Comments, tasks & notes on every contract

Our solution gives you the additional functionality to enhance your productivity. For every single contract, you have comments that allow you to communicate with your colleagues or clients when they share comments. You also can create tasks directly assigned to the contract and delegate tasks to your team members to act upon. 

Meeting minutes with customers

Do you have important meetings with your customers or clients to keep minutes? With our solution, you keep all customer-related information in one environment. Meeting minutes are automatically connected with the concerning customer. 

Meeting minutes with customers or other business partners are a key point of the sales representative's work. In our software, the customer database is directly part of the system and is directly tied to a specific customer or business case, opportunities, and projects (as needed).

The relationship is all about your business activities with the customer.

What does our customer and contact management solution help with? Keep track of your business contacts, keep track of your business opportunities, keep track of your business meetings, meeting minutes, and other customer-faced activities. Also, keep track of your contacts - the people you're dealing with, and even deal with after-sales activities with clients - handle requests, warranties, and more. If you are no longer happy with Excel or other drawer solutions and want a reliable, simple, and secure solution, then you are at the right address.

Customer support-oriented solution

Getting a new customer or new order is not the end of the process. In fact, it is just beginning. Our software allows you to keep all customer-related information - it does not matter they are sales or support-oriented. You can even manage your projects. Normally if the key person who negotiated with the customer leaves your company, lose most of the information because most of it is in the head or e-mails. Not with our application - most of the business-critical information you keep in the solution, and so your business continuity increases a lot. 

Who is this solution for?

Aptien CRM offers a simple, highly flexible, configurable, affordable, and transformative back-office solution for small and medium-sized businesses. 

Streamline your CRM processes 

Get one easy-to-use solution enabling collaboration across your sales staff. It helps connect your day-to-day customer-facing processes and improve sales collaboration.  

Replace your spreadsheet records with a simple CRM solution 

Do you also have many spreadsheets to maintain various information vital to your customers, product or services provided, or customer contracts? Are you struggling to keep it together and updated? In this customer relationship management solution, you will have everything together and in a specific customer context. No more spreadsheets or PDF documents floating around.

What else can you do with this CRM? 

It also helps you with other topics, agendas, and processes to keep everything on the same platform and grow your business. There is a lot of communication and collaboration between people in the company around customers. As an example, there are several different records registries and databases that we can solve in one environment along with contracts:

  • Employee directory and personnel records
  • Customer invoices and approval process
  • Policy management
  • Office assets and equipment
  • IT equipment
let's recap

Key Features

  • CRM mainly for B2B sales
  • Keep meeting minutes with customers or clients 
  • Create tasks on activities with your clients and assign them to any of your colleagues
  • Create alerts to important dates and deadlines with customers
  • Track all activities with customers
  • Attach contracts with customers customers
  • Set reminders and watchdogs on activities with customers
  • Overview of contracts with a particular business partner
  • Responsible people for customer contracts
  • Setting reminders resulting from your contractual obligations
  • Quickly find any customer contract

Ready to get started? Have questions?

Time to remove the tedium of office work and mulch the mountains of paperwork. Take the first step to a more productive way of working today.