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Adaptive Suite CRM Services

Adaptive offers both technical support and customization services for Adaptive Suite CRM and Business Consultation Services. Fully integrated Adaptive Suite CRM into your work process has been the winning formula to the success of CRM Implementation over the last 12 years. Adaptive Suite is a Cloud solution where all the data you enter is in real time; thereby enabling you to share information across the globe with the most up-to-date information.

Our Services include but are not limited to
  • set up users
  • define modules each user group can access
  • set up security for what data can be shared / imported / exported
  • define the layout of the lead, Account and Contact screens
  • add new functions and features where ever necessary
  • review and define your products and or services
  • import data from spreadsheets and other sources
  • define invoice / credit note template(s)
  • create several user defined list views
  • integrate Email, Quickbooks, Campaigns, and Projects
  • integrate Web Page lead capture
  • provide administrator and end user training

 

Industries Served
Software Products
IT Products and Services
Financial Services
Advertising Services
Merchant Services
Commercial Cleaning
Education and Training
Healthcare
Other Services
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