Loading...
...
...
Loading...
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.
Cloud Document Storage
Your documents are always securely stored and easily accessible whenever you need them.
Organized Folder Structure
Documents can be stored individually or in user-defined folders. This makes it easy to quickly find everything you need, including related materials.
Automatic and Dynamic Metadata
The application automatically adds metadata when saving or generating documents. Users can also add additional metadata as needed.
Document History Tracking
Every action taken with a document is recorded. You can easily see what has been done with a specific document.
Document Creation via Print Templates
Generate uniform-style documents directly from AVA applications using ready-made print templates.