Small teams
Off Spreadsheets. Off Personal Phones.A CRM for small business, with a business phone system built in.
One shared customer list instead of a spreadsheet, business numbers that stay with the company, and every call saved to the right customer. Calling to the US and Canada is unlimited on each person’s own number. Nothing to install: sign in and start calling.
- Nothing to install
- Business numbers you keep
- No seat minimum
How a call moves through it
- Bring in your spreadsheetDuplicates caught on the way in
- Get business numbersOne per person, owned by the company
- Call from browser or appNo handsets, nothing to plug in
- Every call on recordSaved to the right customer, for everyone
What Goes Wrong Today, and What Changes.
Today
Your list is a spreadsheet, and two people call the same customer on the same morning.
With Adoptiv
Import it once. Duplicates are caught on the way in, and everyone works from one list.
Bulk importToday
Customers have your team’s personal numbers, and they leave when your people do.
With Adoptiv
Calls go out from business numbers that stay with the company, and so does every call on record.
Business numbersToday
A phone system meant handsets, installers and contracts.
With Adoptiv
The phone is a tab in the browser, or the Android app. Nothing to install and nobody to send out.
Browser phoneToday
Nobody remembers who promised to call back.
With Adoptiv
Every call can end with a task and a reminder on the right customer, and the reminder finds the right person.
Tasks and remindersUp and Calling on the First Afternoon.
Bring in Your Spreadsheet
Upload the file and check the columns landed where you meant. Duplicates are caught on the way in.
Get Your Business Numbers
Pick a US number for each person. It belongs to the company, not to them.
Start Calling
Call from the browser or the Android app. Every call is logged to the right customer from the first one.
A CRM for Small Business, and When to Make the Switch.
A CRM for small business keeps every customer, conversation and follow-up in one shared place, instead of in a spreadsheet, an inbox and the phones in people’s pockets. Adoptiv is a simple CRM for small business with a business phone system built in, so calls are logged without anyone typing them up.
Most small teams replace spreadsheets with a CRM when the spreadsheet stops working: two people call the same customer, a callback is forgotten, or someone leaves and their customers leave with their mobile number. With Adoptiv each person gets a US business number that belongs to the company, and every call, text and email lands on the customer’s record.
There is nothing to install. It is small business VoIP that runs in the browser or the Android app, so calling to the US and Canada is unlimited on each person’s own number. Bring in your spreadsheet with duplicates caught on the way (bulk import), and set tasks and reminders so every call ends with a next step.
If you are comparing the best CRM for small business, look for one that logs calls without typing and keeps numbers with the company. Adoptiv is a CRM and phone system for small business in one, and it grows with you: add an IVR menu when calls need routing, and SIYA, Adoptiv’s AI, to suggest follow-ups from every call and answer the phone when you can’t. Pricing is per person, per month, with a 14-day free trial and no credit card.
Small Business CRM Software, with the Phone Built In.
Made for Small Businesses That Run on the Phone.
A Small Business CRM vs Spreadsheets and Personal Phones.
| What | Spreadsheet and personal mobiles | With Adoptiv |
|---|---|---|
| Customer list | Spreadsheet and personal mobiles: A spreadsheet, with copies drifting apart | With Adoptiv: One shared list, duplicates caught |
| Phone numbers | Spreadsheet and personal mobiles: Personal mobiles that leave with people | With Adoptiv: Business numbers the company keeps |
| Call history | Spreadsheet and personal mobiles: On each person’s phone | With Adoptiv: On the customer’s record for everyone |
| Follow-ups | Spreadsheet and personal mobiles: Remembered, or not | With Adoptiv: A task and a reminder from every call |
| Getting started | Spreadsheet and personal mobiles: Free, until it breaks | With Adoptiv: Sign in and start calling. Nothing to install |
Your Questions, Answered.
Is Adoptiv a good fit for a small business?
Yes. There is nothing to install and no seat minimum. Each person gets a US business number, unlimited US and Canada calling on it, and the full CRM.
Do we need new phones?
No. Call from the browser or the Adoptiv Android app.
What happens to a number when someone leaves?
Numbers belong to the business, so you point a leaver’s number at someone else the same day, with every past call still on record.
Can I bring in my spreadsheet?
Yes. Upload it, check the columns landed where you meant, and duplicates are caught on the way in.
How much does it cost?
A price per person, per month, with a 14-day free trial and no credit card. The pricing page has current prices.
Does a small business need a CRM?
Once more than one person talks to customers, usually yes: it stops two people calling the same customer and makes sure every callback happens. If calls are how you sell, a CRM with the phone built in saves the typing as well.
Should I use a business number instead of my personal cell?
Yes. A business number keeps your personal number private, shows customers the company, and stays with the business when someone leaves. With the Adoptiv app it rings on the same phone.
When should a small business move from spreadsheets to a CRM?
When the spreadsheet starts costing you: duplicates, missed follow-ups, or not knowing who spoke to a customer last. Import it as it is, and Adoptiv catches the duplicates.
Can a small business get a CRM and phone system in one?
Yes. Every Adoptiv plan includes the CRM, a US business number for each person and unlimited US and Canada calling on it.
Still have a question? A real person replies in under 60 seconds in US business hours. Talk to our team →
14-day free trial
Get Your Team Off Spreadsheets This Week.
Bring your list, get business numbers and start calling. Free for 14 days, no credit card.
14-day trial · no card · migration included