Adaptive CRM extends beyond the traditional CRM functions and enable complete sales cycle management features by integrating online inventory management features, such as Products, Price Books, Vendors, Sales Quotes, Orders, and Invoices with the Sales related modules such as Leads, Accounts & Contacts, and Opportunities.
Manage organization-wide product catalogs and associate each product catalog with CRM modules.
Offer flat or differential type volume discounts while generating invoices for customers.
Track outstanding quotes from the quotes list view
Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
Select different prices for the same product as per customer segment
Create Sales Order or Invoice with a single click from the Sales Quote
Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse
Customize Purchase Order (PO) and Sales Order (SO) templates as per your organization requirements
Create invoice with a single click from the Sales Order
Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically
Track outstanding invoices from the Invoices list view
Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically
Send printer-friendly invoices to customers using inbuilt email service.