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...shaping our software not your processes

Customer Relationship Management

Customer Relationship Management

At the heart of Aptify® is its customer concentric view of all interactions. Not only do you access a full history of communications (including file attachments), campaigns, orders, payments, notes, registrations, committees, memberships, roles, relationships, interests and any other interaction you track, but also represents this information as lists, trends, patterns, maps, calendars or projects. All fully support drill down data mining to let you get to the bottom of an issue.

  • Familiar interface Easy to learn and use
  • User or Group Specific experience - configurable dashboards
  • Multiple and temporary addresses
  • Search on any information
  • Marketing management with bulk communication
  • Preferred communication method
  • Attach any file to any record
  • Address validation links to third party systems
  • Active duplication checking
  • Post dated changes
  • One click integration to MS Excel, MS Word and MS Outlook