In-Depth Review

About the Company:

ADAPT Software Applications, Inc. (ASA) was established in 1993 and has assisted over 1200 companies worldwide in meeting their enterprise software requirements. With more than a decade of experience in multi-platform and web-based custom application development, the company continues to develop and market moderately priced, end-to-end Customer and Supplier Relationship Management (CRM) software solutions characterized by leading-edge technology, comprehensive functionality and a solid implementation methodology.

ADAPTcrm, the company’s flagship product, was built from the ground up, not acquired from various other software developers. Because ASA has always maintained development and ownership exclusivity, the system maintains unsurpassed interdepartmental integration. ADAPTcrm is designed to track all key customer and vendor communications within a single, integrated module. The system’s intuitive design facilitates interdepartmental collaboration and provides visibility over all mission critical touch points within an organization.

ADAPTcrm was first released in early 1996 as a pilot project to test the concept of a customer management application for users of mid-range accounting/ERP systems. ADAPTcrm was enthusiastically received by both users of supported accounting/ERP systems as well as by the general CRM/SFA market. It was this pilot's success that led to the migration from building custom solutions to developing affordable, enterprise-class CRM applications designed to meet the needs of small to medium sized businesses.

The latest release of ADAPTcrm™ is the fifth-generation of this comprehensive, customer-focused front office business management system. It provides across-the-enterprise CRM functionality, encompassing features for automating processes, managing accounts, activities and tasks; Marketing campaigns, events and ROI; Sales opportunities, pipelines and competitors; and Service contracts, warranties and incidents. In addition, ADAPTcrm is equipped with real-time back-office accounting/ERP and Microsoft™ front-office integration.

The ADAPTcrm motto is “enterprise class for the middle class.” The mission of ADAPT Software is to deliver the benefits of CRM that have been enjoyed by the world’s largest corporations to the many thousands of smaller businesses that could not otherwise afford them.

The ADAPTcrm system is currently distributed in the United States, Canada, United Kingdom, Sweden, Africa, Australia and Asia. Comprehensive training, service, and support is available through authorized local resellers and consultants, and is marketed and sold through OEM and strategic partnerships with global software companies that have been integrated with ADAPTcrm.

Product:  ADAPTcrm

About the Product:

ADAPTcrm software combines collaboration, marketing, sales and extended services management in a single module, providing benefits that include single-point data entry and rapid learning. ADAPTcrm features “out of the box” integration to a wide variety of available ERP solutions, in effect, adding front-end CRM functionality with real-time synchronization of the CRM database with the customer, vendor, inventory, order entry, accounts receivable and accounts payable files of the supported ERP systems.

ADAPTcrm v5.0 adds support for Microsoft SQL Server 2005. It also features a new Executive View that enables managers to display charts of key sales and service statistics for easy graphical analyses. In addition Service Ticket charts provide management with greater insight into the performance of weekly or monthly services.

New features in ADAPTcrm v5.0 include a “new look” of updated displays that enhances visibility and utility. The updated interface includes new dashboard colors, new navigational bar displays, updated icons on dashboards and within records, resized data views in dashboards and dialog boxes, enhanced displays of records in resizable dialog boxes throughout the application and customizable display options in lookups. The latter permits changes of default settings for individual users or for all users. In fact, users can select options for their own client installations, while administrators can apply selections to either a selected user or globally to all users.

In addition, ADAPTcrm v5.0 enables users to sort records by either ascending or descending order. ADAPTcrm v5.0 also includes new Calendar functionality that simplifies use with new displays and capabilities. Among the latter is the ability to “drag and drop” to move or delete appointments.

Other new additions to ADAPTcrm v5.0 include a myriad of new campaign tracking capabilities and the ability to customize accounts and contact records for each user through the assignment of user-defined forms. Email enhancements include support for GroupWise and email synchronization from Microsoft Outlook’s Sent Items, as well as from subfolders under both Outlook’s Inbox and Sent Items.

According to Marin Toader, ADAPT product manager, ADAPTcrm v5.0 incorporates the widest scope of features for manufacturers and distributors in the midrange CRM market.
“ADAPTcrm v5.0 is a feature-rich, simpler, faster and more affordable alternative to traditional, modular CRM suites. It specifically addresses the key failure points of most CRM systems – ease of use, integration, industry focus and customization.”

ADAPTcrm incorporates a highly intuitive user interface. Some new users may be able to immediately navigate around the system without formal training or reading a single page of product documentation.

ADAPTcrm’s ease-of-use is further extended through a continually expanding knowledge base. When a user makes a query about system use, features, procedures and other items, the response is added to a knowledge base. Thus, users have the option of first searching the knowledge base through natural language queries to determine if answers already exist.

Price:

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In-Depth Review:

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Executive Summary:

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