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| Inventory of the balance | |
|---|---|
| Price per month | 10 EUR |
| Price per month (billed yearly) | 8 EUR |
Prices are excluding VAT.
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.
What do you get?
<ul> <li>Mass sending of inventory of balances without the need to process individual organizations separately.</li> <li>Automatic generation of emails according to company templates.</li> <li>Sending only to selected partners based on marked documents or organizations.</li> <li>Communication history with an overview of when the inventory was sent, including the date and the amount confirmed.</li> <li>Overview of previous calls and inventories, which facilitates audit and internal control.</li> <li>Possibility of use for reminders and further communication with customers</li> </ul>
Main benefits
<ul> <li>Significant acceleration of the annual inventory of receivables and payables</li> <li>Elimination of errors caused by manual selection and sending</li> <li>Complete traceability and audit trail</li> <li>Compliance with legislative requirements for regular inventory of balances</li> </ul>
Who is the solution intended for?
For finance departments, accountants and controllers who want to streamline the annual inventory of receivables and payables and at the same time gain better control over communication with business partners. You can turn a legal obligation that every company must regularly fulfill into an automated process in a few minutes.