Aptaria

What Aptaria does

Aptaria, Inc. is a privately held, Delaware-incorporated S Corporation headquartered in McLean, Virginia, founded in 2002 and operating as a Salesforce Certified Consulting Partner since 2009. The company delivers end-to-end Salesforce CRM implementation, migration, customization, and integration services spanning Sales Cloud, Service Cloud, Marketing Cloud (formerly Pardot), Experience Cloud, Nonprofit Cloud, and Force.com application development. Its core go-to-market is consultative enterprise and mid-market field sales, with a free 60-minute consultation as the entry point and custom-quoted project pricing; distribution channels include direct sales, the Salesforce AppExchange consulting listing, and partner referrals from technology alliances with Salesforce, Anthropic, Google Cloud, and AWS.

Aptaria's primary verticals are associations and nonprofits, supported by adjacent practices in financial services, healthcare, real estate, software/technology, and media/research/retail. Customer evidence includes the American Psychiatric Association, National Italian American Foundation, Consortium for Energy Efficiency, Concerned Veterans for America, The Hair Cuttery, Avid, KZO Innovations, CBS News, Hanover Research, and Towne Park. The company earns revenue primarily through professional services fees for implementation and customization engagements, with secondary licensing/royalty upside from AppExchange-published apps such as KZO Drive.

Aptaria's product surface has expanded beyond traditional CRM services into AI-augmented solutions, most notably an AI- and NLP-powered Lawyer Referral Service developed for the District of Columbia Bar (launched April 2024, public access summer 2024). Additional proprietary technical components include Salesforce Communities dual customer/partner portals, automated Contact-User record synchronization via Salesforce Flow, and SAP quote-to-order integration. Leadership comprises CEO and Chief Architect Andrew Lawlor and Board of Advisors member Cliff Spitz (former Salesforce executive, joined August 2023).

Name

Aptaria

Legal name

Aptaria, Inc.

Website

https://aptaria.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Aptaria is a boutique Salesforce consulting partner delivering CRM implementation, customization, and AI-augmented solutions for associations, nonprofits, and mid-market enterprises across the U.S. Since 2009.

Ownership category

akta.pro rank

Product category

Salesforce CRM Consulting & Implementation

NAICS

Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511), Computer Systems Design Services (541512)

SIC

Services-Computer Programming Services (7371), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

ERP/CRM/HRIS Implementation & Integration (BPAEAAAE)

akta.pro secondary industries

iPaaS / Cloud Data Integration (HDAEACAD), Digital Process Automation (DPA) & Orchestration Suites (HDAEAHAF)

Keywords

• Salesforce consulting services
• CRM implementation services
• Nonprofit cloud solutions
• Association membership management
• AppExchange development

Headquarters

HQ city

Mclean

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Salesforce Consulting & Implementation Services: Professional services revenue generated from Salesforce CRM implementation, migration, customization, and consulting engagements for organizations across industries including associations, nonprofits, healthcare, financial, real estate, software technology, and media/retail. Services include business process review, configuration, data migration, report/dashboard creation, training, and post-launch support.
2. ISV & AppExchange Development: Custom application development for the Salesforce AppExchange marketplace, building apps for 100,000+ Salesforce customers. Revenue generated from developing and publishing proprietary apps such as KZO Drive.
3. AI-Enhanced Custom Solutions: Custom AI and NLP solution development on the Salesforce platform, including AI-powered systems like the D.C. Bar Lawyer Referral Service, generating professional services fees for design, development, and implementation.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels10 records

Core offering

Aptaria is a Salesforce Certified Consulting Partner that delivers end-to-end CRM implementation, migration, and customization services across Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and Nonprofit Cloud. Its core work includes business process review, configuration, data migration, custom Force.com application development, ISV/AppExchange app development, cloud application integration, and post-launch support for associations, nonprofits, financial, healthcare, real estate, media, and retail clients. The company also builds proprietary AI/NLP-powered custom solutions such as the D.C. Bar Lawyer Referral Service and the KZO Drive video email app.

Product overview

Aptaria is a Salesforce Certified Consulting Partner (since 2009) offering CRM consulting and implementation services rather than a standalone software product. The core offering is Salesforce platform customization and development spanning Sales Cloud, Service Cloud, Marketing Cloud Engagement Manager, Experience Cloud, Nonprofit Cloud, ISV & AppExchange Development, and Cloud Application Integration. Services include Salesforce migration and implementation, tailored Force.com application development, and cloud integration for associations, nonprofits, finance, healthcare, real estate, media, research, and retail sectors. The company has also delivered client-specific AI-powered solutions including a Lawyer Referral Service for the D.C. Bar using NLP matching, and KZO Drive—a video email app for Salesforce. With 14+ years of Salesforce partnership expertise, Aptaria serves clients ranging from tech startups to Fortune 500 companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Salesforce Sales Cloud Solutions Salesforce automation and CRM implementation services enabling organizations to leverage the Sales Cloud platform for lead management, opportunity tracking, and sales pipeline optimization.
• Service Cloud Implementation Customer service and support solution implementation on Salesforce, enabling organizations to provide world-class support through case management, knowledge base, and omnichannel service capabilities.
• Salesforce Marketing Cloud Engagement Manager (formerly Pardot) Email marketing automation and campaign management services enabling organizations to track customer interactions, build targeted lists, and launch personalized marketing campaigns.
• Salesforce Experience Cloud Consulting Implementation of branded community portals enabling organizations to engage customers, partners, donors, and volunteers through external-facing digital experiences built on Salesforce Experience Cloud.
• ISV & AppExchange Development Custom application development and listing services for the Salesforce AppExchange marketplace, helping partners get apps in front of 100,000+ Salesforce customers.
• Cloud Application Integration Integration services connecting cloud applications with enterprise software systems, enabling seamless data flow between Salesforce and existing business systems.
• Nonprofit Cloud Implementation Salesforce Nonprofit Cloud implementation and customization services for nonprofit organizations, including donor management, fundraising, volunteer management, and program delivery features.
• D.C. Bar AI-Enhanced Lawyer Referral Service Custom-built AI-powered lawyer referral system using advanced artificial intelligence and natural language processing to match individuals seeking legal help with qualified attorneys, built on Salesforce CRM.
• KZO Drive Salesforce App Video email integration app for Salesforce enabling sales reps to embed personalized video messages in emails, associate videos with leads, and track engagement analytics through Salesforce reporting.

Quantifiable outcome

• 1,000+ volunteer sign-ups within first week of community launch (CVA Tour of Duty)
• +5 more outcomes

Named customers12 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature6 records

Partnerships

Two partnerships are on record, tiered core.

• Cliff Spitz (Board of Advisors)coreStrategic or Co-development Partner · 15 August 2023Cliff Spitz, former Salesforce executive with 8 years of CRM sales experience in the nonprofit sector, joined Aptaria's Board of Advisors in August 2023. His expertise enhances Aptaria's ability to deliver tailored Salesforce solutions to nonprofit and association clients and strengthens the company's nonprofit vertical strategy.
• SalesforcecoreTechnology or IntegrationAptaria is a Salesforce Certified Partner (Consulting Partner since 2009, Registered Partner, and Product Development Organization). The partnership involves deep integration work across all major Salesforce clouds including Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and Nonprofit Cloud. Aptaria develops custom applications for the Salesforce AppExchange and delivers implementation services to Salesforce customers globally.

Scale indicators7 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Deloitte Digital: Deloitte Digital is a global Salesforce Summit partner within Deloitte's broader consulting portfolio. Overlaps with Aptaria in enterprise Salesforce CRM implementations but competes at significantly larger deal scale.
• Accenture: Accenture is the largest Salesforce global SI partner with end-to-end transformation capabilities. Comparable as a Salesforce CRM implementation competitor but operates at far greater scale across multiple geographies and industries.
• Cognizant: Cognizant is a major global Salesforce Consulting Partner with strong digital transformation practices. It is comparable as a Salesforce SI serving enterprise clients across multiple verticals, though at substantially larger scale than Aptaria.
• Infosys: Infosys is a global Salesforce Consulting Partner (via Simplus and broader practice) delivering enterprise CRM and digital transformation. Comparable as a large-scale Salesforce SI but operates across significantly broader geographies and capabilities.

Emerging players

• Coastal Cloud: Coastal Cloud is a U.S.-based Salesforce consulting partner focused on implementation, integration, and AppExchange development. Closely comparable boutique-scale Salesforce SI competing in similar mid-market segments.
• RelationEdge: RelationEdge is a Salesforce consulting partner specializing in CRM implementation and Marketing Cloud for associations and nonprofits — directly overlapping with Aptaria's primary verticals and customer base.

Direct peers

• Persistent Systems: Persistent is a Salesforce Summit Consulting Partner with significant CRM, AI, and cloud practices serving enterprise and mid-market clients. It competes head-to-head with Aptaria in Salesforce implementation and custom development work.
• Slalom: Slalom is a Salesforce Summit (top-tier) Consulting Partner with deep implementation, AI, and industry vertical practices. It is directly comparable as a multi-cloud Salesforce SI competing for similar mid-market and enterprise CRM engagements.
• Silverline (Accenture): Silverline is a dedicated Salesforce-focused consultancy (now part of Accenture) offering CRM implementation, AppExchange development, and managed services. Closely comparable to Aptaria in services scope and Salesforce-native positioning.
• Simplus (Infosys): Simplus is a Salesforce-focused SI (now part of Infosys) delivering implementation, AppExchange, and managed services globally. Directly comparable Salesforce-native consulting model and AppExchange development capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/aptaria_inc
• Facebookfacebook.com/aptariainc
• LinkedInlinkedin.com/company/aptaria-inc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Aptaria