Customer Relationship Management

First steps of Account manager in Aptien CRM

What a sales representative can do in Aptien CRM and how to start. more

How to use the Contacts Organizer

You keep contact details of people or companies in the contact organizer. Everything is in one place and can be easil... more

How to use the Companies Organizer

Companies organizer is a place where you collect data about your business partners. You can divide them into differen... more

How to take minutes of business meetings

How to create minutes from business meetings - simply and easily in Aptien CRM system. more

What is sales pipeline

Have you ever wondered, what is a sales pipeline? Find out in this article! more

How to use the Sales Opportunities Organizer

Here you keep an overview of all sales opportunities. more

How to use the Purchase Orders Organizer

This organizer allows you to create purchase orders. more