Sales CRM
Stop Typing Up Calls. Your CRM Does It.The sales CRM that logs every call, email and text to the right contact automatically.
Contacts, companies, deals and pipelines live in the same system that makes your calls. When a call ends, the recording, the notes and the next step are already on the record.
- Every call logged for you
- Unlimited pipelines
- Import from your old CRM
How a call moves through it
- The call endsThe recording and the outcome are saved
- Logged to the contactNotes, summary and the call itself, on one record
- The deal movesStage updated from the call screen
- The next step is bookedA callback or task, with a reminder
A CRM Your Reps Actually Keep Up to Date.
Because they do not have to. The calls, emails and texts file themselves.
What Is a Sales CRM, and Why Should It Make Calls?
A sales CRM (customer relationship management software) keeps every contact, company and deal in one place, so your team knows who to call next and what was said last time. Adoptiv is sales CRM software with a phone dialer built in, so calls are part of the record instead of living in a separate tool.
It is a CRM with click-to-call and automatic call logging: click any number to call it, and the call is logged with the recording and the outcome on the record; on AI+ and Dialer Plus, SIYA writes it up too. Emails from Gmail or Outlook and texts from the same number land on the same timeline, so the history is complete without anyone typing it up.
It is also your sales pipeline software and deal tracking software in one: unlimited pipelines, each stage with its own odds, so the board doubles as a forecast. Every follow-up has an owner and a date, and follow-up sequences send the next email or text based on how the call went.
As contact management software it keeps one record per person or company. Bring your list in with bulk import, with duplicates caught by email and phone, add custom fields without a developer, and track results in dashboards. The CRM is on every plan, alongside the business phone system.
What Changes for Your Reps.
Before
Reps spend the end of every call typing notes.
With Adoptiv
The call, the notes and the next step are saved for them.
Before
Deals stall because nobody remembers the follow-up.
With Adoptiv
Every call ends with a task, a reminder or a follow-up email.
Before
The CRM and the phone system disagree about what happened.
With Adoptiv
They are the same system, so there is nothing to sync.
Works with the tools your team already uses
A CRM with a Built-in Phone vs a CRM Plus a Phone System.
| What | A CRM and a separate phone system | With Adoptiv |
|---|---|---|
| Logging calls | A CRM and a separate phone system: Typed up, or synced through an integration | With Adoptiv: Logged on the contact automatically |
| Making a call | A CRM and a separate phone system: Copy the number into another app | With Adoptiv: Click to call from the contact |
| Recordings and notes | A CRM and a separate phone system: In the phone system | With Adoptiv: On the CRM record, next to the deal |
| Texts and email | A CRM and a separate phone system: In other tools | With Adoptiv: On the same timeline |
| Bills | A CRM and a separate phone system: Two vendors, plus the integration | With Adoptiv: One price per seat |
| Setup | A CRM and a separate phone system: Connect the two and keep them connected | With Adoptiv: Nothing to connect |
A Sales CRM for Teams That Live on the Phone.
Sales CRM Questions, Answered.
What is a sales CRM?
A sales CRM keeps your contacts, deals and follow-ups in one place, so your team knows who to call and what happens next. Adoptiv’s has the phone built in, so calls are logged automatically.
Does Adoptiv log calls automatically?
Yes. Every call made or taken in Adoptiv is saved to the contact it belongs to, matched by phone number, with the recording and the outcome.
Can I move my data from another CRM?
Yes. Import contacts, deals and history from a spreadsheet file, with no row limit, or let the team map your fields and move it for you before you switch over.
Can I change the fields and stages?
Yes. Add custom fields of eleven types, and name, color and order your own lead stages and pipelines.
Does it work with Gmail and Outlook?
Yes. Connect Gmail or Outlook / Microsoft 365 and each contact’s emails are filed to their record.
Is the CRM on every plan?
Yes. The full CRM is included on every plan, with unlimited US and Canada calling on each rep’s own number.
What is the difference between a sales CRM and a regular CRM?
A sales CRM is built around selling: pipelines, deals, tasks and follow-ups. Adoptiv adds the phone, so calls are made and logged in the same place.
Can a CRM make phone calls?
Adoptiv can. Each rep gets a US business number and calls from the browser or the Android app, straight from the contact.
What is a sales pipeline in a CRM?
The stages a deal moves through, from first call to closed. Adoptiv runs unlimited pipelines, and each stage has its own odds of closing, so the board is also a forecast.
How much does a sales CRM cost?
Adoptiv’s CRM is on every plan, priced per seat per month together with the phone system and unlimited US and Canada calling on each rep’s own number. The pricing page has current prices.
Still have a question? A real person replies in under 60 seconds in US business hours. Talk to our team →
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Try the CRM That Fills Itself In.
Every call, email and text saved to the right contact, with unlimited US and Canada calling. Free for 14 days, no credit card.
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