First steps of Account manager in Aptien CRM

Last updated: 2021-07-08

How to manage business activities in Aptien CRM

Welcome to Aptien. We'll walk you through the basics of the business activities you can do in Aptien CRM. So that you know what is possible in the system and what is not. What you can do and how you can do it. Where it will help you, what it will make easier and where its limits are. Aptien CRM is a simple tool for managing and recording business activities, mainly for the B2B area and will allow you to.

  • have an overview of all your business meetings and negotiations with customers
  • keep track of business opportunities and their status
  • manage tasks arising from sales meetings  

Aptien CRM is suitable for small and medium-sized companies or for companies that do not have the need to manage large-scale sales and marketing campaigns and send offers in an automated way. It is particularly suitable for account management based sales activities.