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 manage sales opportunities

In this article, you will learn how to manage business opportunities and how to work with them in the business process. more

What is sales opportunity

Find out, what is a sales opportunity in this article. 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

Customer Relationship Management (CRM)

Aptien helps you record information about your customers and contracts. 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

What is sales funnel

Find out what is a sales funnel, what is it for and what are its tiers! more

How to use the Sales Opportunities Organizer

Here you keep an overview of all sales opportunities. more

What is lead qualification

What is lead qualification and what is it for? more

How to use the Purchase Orders Organizer

This organizer allows you to create purchase orders. more