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ADAPT Software Applications Inc ADAPTcrm Review

Product Snapshot

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Technology

Product is available as an on-premise solution.

Customer Focus

Vendor works with companies of all sizes and across multiple industries.

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About ADAPTcrm

ADAPT Software Applications Inc ADAPTcrm ADAPTcrm is CRM software designed to integrate key CRM components within a single system and supports information sharing between the customer-facing front office and the order, shipping, production and accounting processes of the back offices. The platform allows users to customize the system interface in order to suit user-specific activities and job functions, and integrates with existing accounting and ERP products already in place.

The software enables users to create fields and forms to match company functionality, is equipped with a calendaring tool, and manages contacts, accounts and customer activities. Additionally, the platform provides users with sales opportunity management tools, service ticket management tools, and marketing campaign management functionality.

About the Company

ADAPT Software Applications Inc was founded in 1993 and is headquartered in Costa Mesa, California.

 

ADAPTcrm Key Features

  • Create and track records for unlimited campaign types
  • Customize records by folder, form and field
  • Link tasks, appointments, and other user-defined activities to campaigns
  • Link documents to campaigns
  • Manage budget and actual expenses
  • Multi-channel campaigns; email, fax broadcast, direct mailing, etc.
  • Manage response types and response rates; funnel to opportunities workflow
  • Real-time revenue tracking and reporting by campaign for summary forecasting
  • Real-time database synchronization for always-up-to-date names, addresses and phone numbers across CRM and accounting systems
  • Batch import contacts for rapid campaign launch
  • Automatically routes records from one sales stage to the next
  • ADAPTsdk allows for custom integration development
  • Out-of-the-box integration configurations for Microsoft Great Plains, SYSPRO, Macola Progression, Best Software MAS 90/200
  • Link opportunity notes, documents, etc., to account records
  • Customize opportunity records down to the field level

 

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