CRM & Surveys
CRM
Access all client contact details.
It allows new clients to sign up or your team can add data.
You can also request API access to connect to multiple external data sources.
Entering and updating data is simple and intuitive.
View data quickly by filtering on multiple categories.
The CRM handles the 7 stages of the sales lifecycle.
Full note histories are easily accessible.
Business Intelligence (BI)
Our BI dashboard provides summary data and analytics. These
can be customised to match your existing targets.
Surveys
For existing clients, monitor satisfaction with 3 kinds of Surveys: Likert, Open-Ended and Multi-Choice.
Secure E-Signing
Handle contracts with suppliers and clients with our in-built E-Signing. Contracts may be signed by multiple parties. Enter signature and initial markers, select the order for signers and with system-generated e-mails and reminders, the rest of the process is automated.
Whereas other providers e-mail out links, which are at risk of being intercepted by hackers, our solution only permits logged in users to view and access their contract. Everything is handled inside the system for maximum security.
Accounting & Online Payments
Accounting & Forecasting
Adaptive handles your daily accounting including General Ledgers, with customised Chart of Accounts, Accounts Payable, Accounts Receivable, Trial Balance and Ageing Reports. Forecast business flows with multi-year operating budgets and real-time reporting.
On-Line Payments and Historical Payment Reports
Use our APIs or ask us to connect to your existing payment providers, to enable automated on-line payments. Both Payer and Recipient access real-time Historical Payment Reports from their Dashboards.
Monitor Payments & Arrears
Gain real-time access to client payment and arrears data, as well as outgoing payments due to Suppliers. Filter by city, client or supplier. At a glance view whether payments were made in full and on time, and view arrears balances.
Alerts
Alerts flag up issues and new alerts are highlighted in the dashboard. The types of alerts covered can be customised.
Building Maintenance
Book Orders
Book maintenance requests online with in-house teams or pre-approved external suppliers. Optionally send requests to an internal manager first for authorisation.
Maintenance Teams
The Maintenance Manager views all incoming orders and schedules all jobs. When team members are assigned jobs, system time monitors the length of time per job, to facilitate billing. Time and Billing reports are provided. This also helps monitor idle time.
Feedback and Invoicing
Once jobs are complete a staff member is asked to rate the Maintenance Team's handling of the case and invoices are automatically generated, based on system pricing. In the case of 3rd Party Suppliers this acts as a fraud risk mitigation technique - preventing suppliers changing pre-agreed pricing for labour and parts.
CMMS & Asset Management
Monitor Equipment
We cannot manage what we do not monitor. List out all equipment and parts with serial numbers - your full inventory. State location and show which users checked out which equipment. At a glance filter on make, model or equipment and understand where assets are located.
This module also handles Fixed Asset Depreciation as well as scheduling for preventative maintenance.