Migrate your APTANIA CRM data
UK-based unified customer data platform for small teams, combining B2C and B2B sales tracking with automated email triggers and web traffic monitoring.
In its favor
Why people choose APTANIA CRM
The signal that keeps APTANIA CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Unified Customer Data Platform model — APTANIA consolidates CRM, marketing, sales analytics, and visitor tracking on a single 'big data' schema, so customer attributes are stored once rather than synced across disparate systems.
360-degree single customer view combines CRM data with web analytics, campaign engagement, and order history, letting sales teams act on real-time visitor behaviour rather than monthly reports.
Vertical fit for the UK commercial property sector — Aptania (UK-based) emphasises this industry on its CDP page and has reference customers such as Wireless Logic, making it credible for property-services workflows.
Document management with digital contract signing is built in, removing the need for a separate e-signature subscription for sales contracts and proposals.
REST API plus eCommerce order tracking lets it sit alongside online stores and bespoke web apps without bolting on third-party iPaaS tooling.
Pricing is not published — every deal is sales-led, which makes budget planning hard and makes comparison against transparently-priced competitors like Pipedrive or HubSpot uncomfortable for finance teams.
Small ecosystem and review footprint — G2 and SourceForge listings exist but with very few public reviews, so prospective buyers cannot easily benchmark the product against mainstream CRMs.
Narrow vertical focus on UK commercial property and similar service businesses means firms in other industries lack reference customers and have to absorb more configuration risk.
Lack of public case studies and quantified outcomes on the vendor site makes it harder for buyers to justify Aptania over an Aptean, Salesforce, or HubSpot deployment with documented ROI.
Limited marketplace of pre-built integrations relative to mainstream CRMs — connectivity beyond the documented REST API typically requires bespoke development through Aptania.
Reasons to switch
Why people leave APTANIA CRM
The recurring reasons buyers give for replacing APTANIA CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where APTANIA CRM fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
APTANIA CRM pricing overview
APTANIA uses a per-seat, per-tier pricing model starting at £250/month for the Basic plan covering 2 users and 1000 records per month. Record overages and additional users beyond the 2-user allowance are not publicly priced and require direct inquiry with APTANIA sales.
Basic
Tier 1 of 1
£250/month
What's included
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What gets migrated
APTANIA CRM object support
Object-by-object support for APTANIA CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedAPTANIA stores contacts as the primary record type. We export all standard fields including name, email, phone, and lifecycle stage. The B2C/B2B flag is preserved as a custom property in the destination.
Companies/Accounts
Fully supportedCompanies are a separate object in APTANIA and support the B2B relationship model. We preserve the company-contact linkage during migration by matching on company name or ID before importing contacts.
Activities
Mapping requiredActivity logs (emails, calls, notes) exist but their schema is not publicly documented. We extract what is available via export and map it to the destination's activity standard, flagging any unstructured note fields for manual review.
Pipelines
Mapping requiredAPTANIA supports pipeline and stage management but the exact stage-object relationship is not documented. We infer pipeline structure from exported deal records and reconstruct stages in the destination, noting that custom pipeline configurations may require manual setup.
Deals/Opportunities
Mapping requiredDeals are associated with pipelines and contacts but the deal schema varies. We extract monetary value, stage, and close date, mapping stage names to the destination's available pipeline stages.
Web Traffic Tracking
Not in this platformAPTANIA captures channel attribution data (referrer, landing page) but this data is not exported via standard tools. We do not migrate web tracking events; attribution should be reconfigured in the destination analytics platform.
Email Automation Rules
Not in this platformAutomated email triggers based on customer activity are a core APTANIA feature but the rules engine is not accessible via export. Automation logic must be rebuilt manually in the destination CRM or marketing platform.
Users/Team Members
Mapping requiredUser records are exported but role and permission structures differ across platforms. We map APTANIA users to destination users by email and flag permission differences for manual review post-migration.
Custom Properties
Mapping requiredAPTANIA supports custom fields but the export schema does not expose all custom property metadata. We export field values and names and recreate custom properties in the destination based on exported data patterns.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | APTANIA stores contacts as the primary record type. We export all standard fields including name, email, phone, and lifecycle stage. The B2C/B2B flag is preserved as a custom property in the destination. |
| Companies/Accounts | Fully supported | Companies are a separate object in APTANIA and support the B2B relationship model. We preserve the company-contact linkage during migration by matching on company name or ID before importing contacts. |
| Activities | Mapping required | Activity logs (emails, calls, notes) exist but their schema is not publicly documented. We extract what is available via export and map it to the destination's activity standard, flagging any unstructured note fields for manual review. |
| Pipelines | Mapping required | APTANIA supports pipeline and stage management but the exact stage-object relationship is not documented. We infer pipeline structure from exported deal records and reconstruct stages in the destination, noting that custom pipeline configurations may require manual setup. |
| Deals/Opportunities | Mapping required | Deals are associated with pipelines and contacts but the deal schema varies. We extract monetary value, stage, and close date, mapping stage names to the destination's available pipeline stages. |
| Web Traffic Tracking | Not in this platform | APTANIA captures channel attribution data (referrer, landing page) but this data is not exported via standard tools. We do not migrate web tracking events; attribution should be reconfigured in the destination analytics platform. |
| Email Automation Rules | Not in this platform | Automated email triggers based on customer activity are a core APTANIA feature but the rules engine is not accessible via export. Automation logic must be rebuilt manually in the destination CRM or marketing platform. |
| Users/Team Members | Mapping required | User records are exported but role and permission structures differ across platforms. We map APTANIA users to destination users by email and flag permission differences for manual review post-migration. |
| Custom Properties | Mapping required | APTANIA supports custom fields but the export schema does not expose all custom property metadata. We export field values and names and recreate custom properties in the destination based on exported data patterns. |
Gotchas
What to watch for in APTANIA CRM migrations
Issues we've hit on past APTANIA CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Per-month record limit creates migration ceiling
No public API for automated migration
Email automation rules do not export
Web tracking attribution is not portable
| Severity | Issue |
|---|---|
| High | Per-month record limit creates migration ceiling |
| High | No public API for automated migration |
| Medium | Email automation rules do not export |
| Medium | Web tracking attribution is not portable |
Leaving APTANIA CRM?
Where APTANIA CRM customers move next
12 destinations APTANIA CRM can migrate to.
How a APTANIA CRM migration works
Four steps, APTANIA CRM-specific
Connect
Not publicly documented into APTANIA CRM. Scopes limited to read-only on the data we move.
Map
We translate APTANIA CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate APTANIA CRM quirks before production.
Migrate
Full migration with APTANIA CRM rate-limit handling. Rollback available throughout.
FAQ
APTANIA CRM migration FAQ
Answers to the questions buyers ask most during APTANIA CRM migration scoping. Not seeing yours? Book a call.
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