Group your customers by region, lead source, and more using tags leveraging your capacity to automate your workflow.
Group your employees by department, function, and more using tags leveraging your capacity to automate your workflow.
Manage your tasks better by category, schedule, customer, and more. Also, Adaptive CRM allows you to add comments, attach files, and associate inventory
to your tasks.
Control who gets notified and assigned to events in your process like assigning a new repair job to the dispatch team.
Define the functions that an employee can use, as well as data that they can see through role assignment or individual setting.
Organize your files into folders and associate your files to your employee, customer, and tasks.
Manage your inventory without getting a new system. With Adaptive CRM, you can manage your stocks into categories and associate them to your tasks.
Send a text message to your customers, employees, and others on the fly or scheduled.
Send an email notification to your customers, employees, and others on the fly or scheduled.
See performance metrics of your business on one page which include total job count, job count by category, revenue, response time, and resolution time.
Embed job form on your existing website(s), and directly capture a submission to Adaptive.
Add more fields to your customer, employee, and task forms to capture additional data.