Average Ratings 16 Ratings
Average Ratings 7 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
monday CRM is a modern, AI-driven platform designed to help businesses manage customer relationships and streamline their sales processes. It brings leads, contacts, deals, and communication into one centralized workspace for better organization. The platform uses automation to handle repetitive tasks like lead assignment, follow-ups, and activity logging. It offers code-free customization, allowing teams to easily adapt workflows to their specific sales processes. monday CRM provides real-time dashboards and analytics to track performance and predict outcomes. It includes email sequencing tools that help teams engage with prospects throughout the sales cycle. The platform integrates with over 500 apps, enabling seamless connectivity with existing tools. It is designed to support both small teams and large enterprises. The system improves efficiency by reducing manual work and increasing data accuracy. It also enhances collaboration across departments involved in the sales process. By combining AI, automation, and flexibility, monday CRM helps businesses accelerate growth and improve sales performance.
API Access
Has API
No
API Access
Has API
Yes
Integrations
1stContact.ai
No
COZYROC SSIS+ Suite
No
Darktrace / SECURE AI
No
Dropbox
No
Enzy
No
GitHub
No
GitLab
No
Gmail
No
HubSpot CRM
No
Kixie PowerCall & SMS
No
Integrations
1stContact.ai
Yes
COZYROC SSIS+ Suite
Yes
Darktrace / SECURE AI
Yes
Dropbox
Yes
Enzy
Yes
GitHub
Yes
GitLab
Yes
Gmail
Yes
HubSpot CRM
Yes
Kixie PowerCall & SMS
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
$10/seat/month
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Adaptive
Founded
2018
Country
United Kingdom
Website
adaptive-erp.co.uk
Vendor Details
Company Name
monday.com
Founded
2012
Country
Israel
Website
monday.com/crm
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
Automotive CRM
Call Logging
Yes
Contact Management
Yes
Customer Support
Yes
Inventory Management
Yes
Lease Management
Yes
List Management
Yes
Marketing Automation
Yes
Product Catalog
Yes
Quotes / Proposals
Yes
Service Department Management
Yes
Showroom Management
No
Territory Management
Yes
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
Yes
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
No
Group Management
No
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
No
Social Media Integration
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
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Customer Reference Management
Nomination Tracking
Yes
Program Notices
Yes
Reference Usage Tracking
Yes
Reward Distribution
Yes
Search
Yes
Email Tracking
A/B Testing
Yes
Audience Segmentation
Yes
Campaign Management
Yes
Event-Based Notifications
Yes
Location Tracking
Yes
Team Management
Yes
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
Yes
Household Tracking
Yes
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes
Healthcare CRM
Audience Targeting
Yes
Campaign Management
Yes
Marketing Automation
Yes
Medical History Records
Yes
Patient Communications
Yes
Patient Management
Yes
Physician Management
Yes
Predictive Analytics
Yes
Inside Sales
Auto-Dialing
Yes
Call List Management
Yes
Call Recording
Yes
Campaign Management
Yes
Dashboard
Yes
Data Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Scoring
Yes
Performance Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
Yes
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
Yes
Referral Tracking
Yes
Segmentation
Yes
Sales Acceleration
CPQ
Yes
Campaign Management
Yes
Dialer
Yes
Email Sequencing
Yes
Email Templates
Yes
Email Tracking
Yes
List Building
Yes
Meeting Scheduler
Yes
Predictive Analytics
Yes
Reporting
Yes
Sales Gamification
Yes
Sales Intelligence
Yes
Sales Workflow Management
Yes
Sales Content Management
Audio / Video Recording
Yes
Audio File Management
Yes
Branded Sales Content
Yes
Centralized Sales Content Repository
Yes
Collaboration Tools
Yes
Content Recommendations
Yes
Email Management
Yes
Engagement Analytics
Yes
Interaction Tracking
Yes
Personalization
Yes
Sales Partner Management
Yes
Sales Training / Onboarding
Yes
Video File Management
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
Yes
Performance Management
Yes
Presentation Management
Yes
Proposal Management
Yes
Territory Management
Yes
Training Management
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
Yes
Sales Forecasting
Yes
Territory Management
Yes
Sales Forecasting
Competitor Analysis
Yes
Correlation Analysis
Yes
Dashboard
Yes
Dynamic Modeling
Yes
Exception Reporting
Yes
Graphical Data Presentation
Yes
Modeling & Simulation
Yes
Performance Metrics
Yes
Sales Trend Analysis
Yes
Statistical Analysis
Yes
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
Yes
Appointment Scheduling
Yes
Call Logging
Yes
Comments / Notes
Yes
Custom Reports
Yes
Document Management
Yes
Email Templates
Yes
Interaction Tracking
Yes
Lead Management
Yes
Lead Scoring
Yes
Pipeline Management
Yes
Reporting / Analytics
Yes
Task Management
Yes
Social CRM
Calendar/Reminder System
Yes
Customer Support
Yes
Email Marketing
Yes
Lead Capture
Yes
Lead Nurturing
Yes
Live Chat
Yes
Marketing Automation Integration
Yes
Multi-Channel Social Integration
Yes
Social Media Monitoring
Yes
Task Management
Yes
