Custom Report Writer

ADAPtcrm includes a flexible report writer to allow most ad-hoc reports to be created as either public or private reports. An option is available for generating the report to Excel. Third-party support for Crystal and SQL Reporting Services is available from CBS.

Improve customer retention during tough times

CRM Service will help retain customers by giving you vital invoice and items owned information directly in the CRM. If you know all items bought, then you can easily open new service tickets directly from this list. If you manufacture using ERP, the same is true of defect management in CRM.

Run ERP command-line requests inside CRM

CRM now lets you run command-line operations directly from the CRM dashboard. This must be setup by the CRM administrator. This feature allows you to drill down into ERP data quickly and easily.

CRM can now import contacts from Outlook

It used to be a one-way street, but now CRM will let you import your Outlook contacts into CRM. You decide how you want the CRM data to be formatted. This great feature now allows you do contact business in Outlook, or on your Windows Mobile device, and get the new contacts into CRM without typing typing them in.

Faster Searches and Reports in ADAPTcrm

If you use MSSQL Server 2005 for the ADAPTcrm database, you can take advantage of improved performance of search in accounts, contacts and service tickets as well as improved reporting speed in the same modules.

Use Remote Desktop to login and use ADAPTcrm

ADAPTcrm now supports remote desktop connections via the Internet using Microsoft Terminal Services. By definition, this will also extend remote connections from supported Windows Mobile devices.

Now your remote users can connect directly into the main ADAPTcrm database and have access to all features - just as if they were working at their desk.

Of course, for mobile users NOT able to connect this way, the offline laptop alternative is available.

Import Outlook contacts into ADAPTcrm

Until now, you could NOT import Outlook contacts into ADAPTcrm without a tedious export from Outlook and import into ADAPTcrm - a process that had lots of problems.

Now you can setup each user of ADAPTcrm to allow importing contacts into ADAPTcrm from their desktop Outlook. The process also takes care of firstname,lastname parsing and reversal if needed and will allow pointing the new contact to an existing ADAPTcrm account.