One record,
every tool counted.
The dialler, Email outreach and LinkedIn report into the same CRM. The CRM dashboard and its reports count from those records.
The real app, with sample businesses.
The real Adapt Leads app, running with made-up sample businesses and figures. Commission on a won deal is worked out in the CRM but is not shown in this demo.
The figures the CRM keeps.
- Leads in, deals won, and win rate over 90 days against the 90 days before
- Handovers from the Caller console, calls and meetings
- Open pipeline value, weighted value, and deals quiet for ten days
- Deals and value by stage, where leads came from, and why deals were lost
- Each tool keeps its own figures too: Email outreach analytics, Caller console reports, LinkedIn activity and Adapt Insights analytics
A figure that cannot be counted honestly is left out.
From a call to a report.
A handover becomes a CRM lead
When a caller marks a call Interested or Sale in the Caller console, it lands in the CRM as a lead with the calling team and the caller on it.
Worked out on the deal
The team's commission contract is stored on the lead. When the deal is won or lost, the commission is worked out from it.
One timeline
Calls, meetings, notes and tasks sit on the record's timeline. The dashboard counts calls and meetings from it.
A reply becomes a deal
In Email outreach, Create deal on a reply hands it to the CRM.
Every tool on one screen
The CRM dashboard shows the pipeline with emails sent, LinkedIn invites and calls made, for this week, last week, this month or this quarter.
Run now or on a schedule
Weekly briefing, Pipeline review and Where leads came from. Run one now, email it to yourself, or send it weekly or monthly to your team.
Questions, answered
Where are these explained in detail?
In the help centre: The CRM dashboard, Caller reports, The team view and Email reports and what the numbers mean.
Can I enrol a CRM record in a campaign from the record?
Not yet. Outreach runs in its own tools, and their results come back to the CRM.
See your numbers in one place.
Connect your tools and open the CRM dashboard.