This product is no longer available

This product has reached its end-of-life and is no longer being supported by the vendor.

SMALL BUSINESS CRM

– ADAPT Software Applications Inc ADAPTcrm Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.

Technology

Product is available as an on-premise solution.

Customer Focus

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

Select Customers

Contact vendor directly for case studies.

About 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