Business rules mngmt

DCITtest3

english description

ADAPTY CRM &

ADAPTY CRM gives sales reps one workplace for everything: work queue, pipeline, and the next step for each opportunity, without switching between records. Its AI knowledge layer summarizes the current stage, changes, and recommended next steps using data from ADAPTY, ERP, and the customer’s website. Sales managers get a real-time overview of the entire team and pipeline. Helios Inuvio integration is included, but the CRM also works without ERP.

ADAPTY Maintenance

ADAPTY Service & Maintenance combines dispatching, planning and service evaluation in one process center. Field technicians use a mobile app to view jobs, machines and service history, record materials and work, add photos and have customers sign service reports on-site. The calendar manages technician capacity and inspections are generated automatically. Reports show service hours, billing and the most failure-prone machines. Helios master data integration is included, but ADAPTY also works without ERP.

Advanto People

HR system for growing companies.