Average Ratings 16 Ratings
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Description
Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple cyber and fraud risk mitigation controls.
* Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free
* Streamline your business.
* Adaptive handles all setup: No need for integrators
Key Functionality:
* Customised Dashboards
* Messaging: internal & 3rd parties
* E-Commerce with ERP
* CRM
* Client Relations
* Ticketing
* Issue Tracking
* Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag
* Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing
* Scheduling *
* Accounting, Financial Statements, Finance & Risk
* Automated Invoicing
* Online Payments
* Client & Purchase Orders
* Inventory & Warehouse Management
* MRP
* Maintenance & Work Orders
* Job Costing, Estimates & Quotes
* Detailed Reporting
* Multiple sector including: Manufacturing, Retail, Real Estate
Description
Our CRM solutions stand out for their unparalleled flexibility in the industry. With an open and customizable framework, users can implement substantial modifications across the various modules that make up the software suite. To assist you in navigating these configurations and customizations, our skilled teams are readily available to provide guidance. We tailor your CRM solution to align seamlessly with your organization’s structure, processes, teams, events, projects, sales framework, customer support, and help desk systems, among other components. Efficy Group boosts the efficiency of your sales teams by offering a comprehensive suite of CRM tools, including a customer database, business activity tracking, opportunity management, and a portfolio of offerings. Whether working from the office or on the go, your sales representatives gain a holistic 360° view of their customers and prospects, along with their proposals. Additionally, they will have the ability to segment their database effectively, allowing for the execution of targeted multi-channel marketing campaigns that can drive better engagement and results.
API Access
Has API
No
API Access
Has API
No
Integrations
Alcméon
No
CSG Forte
Yes
Campaign Monitor
No
Constant Contact
No
Constant Contact Lead Gen & CRM
No
Eureka ERP
No
Gmail
No
HubSpot CRM
No
HubSpot Customer Platform
No
HubSpot Data Hub
No
Integrations
Alcméon
Yes
CSG Forte
No
Campaign Monitor
Yes
Constant Contact
Yes
Constant Contact Lead Gen & CRM
Yes
Eureka ERP
Yes
Gmail
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
HubSpot Data Hub
Yes
Pricing Details
£400/month
Starting price £400/month for up to 10 users for a sizeable number of modules selected by the user. Pay only for modules you choose). Thereafter a scaled fee per user. We handle set-up and integration. Avoid expensive 3rd party integration fees.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Adaptive
Founded
2018
Country
United Kingdom
Website
adaptive-erp.co.uk
Vendor Details
Company Name
efficy
Founded
2005
Country
Belgium
Website
www.efficy.com
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
No
CMMS
Asset Tracking
Yes
Calibration Management
Yes
Inventory Control
Yes
Key & Lock Management
Yes
Mobile Access
Yes
Preventive Maintenance
Yes
Purchasing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Construction Management
Accounting Integration
Yes
Budget Tracking/Job Costing
Yes
CRM
Yes
Change Orders
Yes
Commercial
Yes
Contract Management
Yes
Contractors
Yes
Equipment Tracking
Yes
Estimating
Yes
Incident Reporting
Yes
Mobile Access
Yes
Offline Access
No
RFI & Submittals
Yes
Residential
Yes
Subcontractor Management
Yes
Timesheets
Yes
Content Management
Audio Content
Yes
Customizable Templates
Yes
Document Indexing
Yes
E-forms
Yes
Full Text Search
Yes
Image Editor
Yes
SEO Management
Yes
Text Editor
Yes
Version Control
Yes
Video Content
Yes
Website Management
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
Yes
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
No
File Type Conversion
No
Forms Management
Yes
Full Text Search
No
Offline Access
No
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
eCommerce
CRM
Yes
Catalog Management
Yes
Channel Management
Yes
Customer Accounts
Yes
Data Security
Yes
Email Marketing
Yes
Inventory Management
Yes
Kitting
Yes
Loyalty Program
Yes
Mobile Access
Yes
Multi-Store Management
Yes
Order Management
Yes
Product Configurator
Yes
Promotions Management
Yes
Returns Management
Yes
Reviews Management
Yes
SEO Management
Yes
Shopping Cart
Yes
Templates
Yes
ERP
Accounting Integration
Yes
Accounting Management
Yes
CRM
Yes
Dashboard
Yes
Distribution Management
Yes
Enterprise Asset Management
Yes
Financial Management
Yes
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
Yes
Reporting/Analytics
Yes
Sales Management
Yes
Supply Chain Management
Yes
Warehouse Management
Yes
Inventory Management
Alerts/Notifications
Yes
Barcoding / RFID
No
Forecasting
Yes
Inventory Optimization
Yes
Kitting
Yes
Manufacturing Inventory Management
Yes
Mobile Access
Yes
Multi-Channel Management
Yes
Product Identification
Yes
Reorder Management
Yes
Reporting/Analytics
Yes
Retail Inventory Management
Yes
Supplier Management
Yes
Warehouse Management
Yes
Maintenance Management
Asset Tracking
Yes
Billing & Invoicing
Yes
Calibration Management
Yes
Dispatch Management
Yes
Inventory Control
Yes
Inventory Management
Yes
Key & Lock Management
Yes
Mobile Access
Yes
Planning Calendar
Yes
Predictive Maintenance
No
Preventive Maintenance
Yes
Purchasing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Manufacturing
Accounting Integration
Yes
ERP
Yes
MES
Yes
MRP
Yes
Maintenance Management
Yes
Purchase Order Management
Yes
Quality Management
Yes
Quotes/Estimates
Yes
Reporting/Analytics
Yes
Safety Management
Yes
Shipping Management
Yes
Order Management
Back Order Management
Yes
Catalog Management
Yes
Inventory Management
Yes
Order Entry
Yes
Order Fulfillment
Yes
Order Tracking
Yes
Recurring Orders
Yes
Returns Management
Yes
Shipping Management
Yes
Special Order Management
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Purchasing
Catalog Management
Yes
Compliance Management
Yes
Contract Management
Yes
Inventory Management
Yes
Invoice Processing
Yes
PunchOut
Yes
Purchase Order Management
Yes
Requisitions & Approvals
Yes
Sourcing Management
Yes
Spend Management
Yes
Supplier Management
Yes
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
