The platform

One platform for every customer conversation

AdaptCRM connects your channels, customer data, bookings and automation, so every enquiry, appointment and request turns into action your team can see.

Book a demo Explore the modules
Customers reach you on
  • WhatsApp
  • Instagram & Facebook
  • Email
  • Website forms & bookings
  • Google Business Profile
AdaptCRM
  • Shared inbox
  • Customer records
  • Automation
  • Calendars
  • Pipelines & tasks
  • Reporting
And it turns into
  • Confirmed bookings
  • Payments received
  • Requests resolved
  • Google reviews
  • Repeat customers
Communicate

Every conversation, one shared view

No more personal phones and scattered inboxes. Your whole team works from the same history.

Conversations

WhatsApp, Instagram, Facebook and email in one shared inbox.

  • Assign chats to team members
  • Internal notes and tags
  • Full history on every contact

Contacts

A complete profile for every customer, patient or guest.

  • Notes, documents and activity
  • Tags and segments
  • Custom fields for your industry

Staff app

The whole team on their phones, with no limit on users.

  • Reply from anywhere
  • See who has responded
  • Notifications for tagged requests
Automate

The follow-up happens, every time

Build journeys once and let them run: reminders, surveys, routing and alerts, triggered by what your customers do.

TriggerAppointment completed
Wait1 day
Send WhatsApp"How was your visit?" with rating buttons
If 4–5 starsSend Google review link
If 1–3 starsCreate task for manager

Workflows

Visual automations triggered by bookings, forms, tags, dates or replies.

  • Reminders and follow-ups
  • Sequences over days or weeks
  • Internal alerts and routing

Pipelines and tasks

Track leads, enquiries and service requests through clear stages.

  • Owners and due dates
  • Stage-based automations
  • Nothing slips through the gaps

Forms, surveys and documents

Collect information before, during and after the visit.

  • Intake and booking forms
  • Surveys with one-tap ratings
  • Documents and consent signed online
Book & get paid

Bookings and payments without the back-and-forth

Customers book and pay themselves. Your calendars stay in sync and your team sees every booking.

Calendars and online booking

Appointment calendars for staff, rooms and services, with a booking page for your customers.

  • Book from your Google Business Profile
  • Syncs with Google Calendar and Outlook
  • Reminders with confirm and reschedule

Accommodation bookings New

A booking engine for multi-unit properties.

  • Book several units in one checkout
  • Unit layouts, rules and questions
  • Weekly and monthly unit calendars

Payments and invoicing

Take payment online when the booking is made.

  • Deposits and full payments
  • Automated invoices
  • Commission tracking as a custom setup
Grow

More reviews, more repeat business, more visibility

Turn happy customers into public reviews, bring them back sooner, and reach new ones with less effort.

Reviews and reputation

Request reviews automatically and manage your reputation in one place.

  • Google review requests after every visit
  • Monitor reviews across platforms
  • Reply to reviews from AdaptCRM

Marketing and broadcasts

Send the right message to the right group of customers.

  • WhatsApp and email broadcasts
  • Segments by tag, service or visit date
  • Rebooking and win-back sequences

Social media and ads

Plan your content and run ads without another tool.

  • Social media calendar for scheduled posts
  • Ads manager to launch paid ads in a few clicks

Reporting

Dashboards that show what's working and what needs attention.

  • Bookings, responses and pipeline
  • Feedback and satisfaction trends
  • Team activity
Integrations

Works with the tools you already use

AdaptCRM connects to the platforms your customers and team use every day. For anything else, our API lets us build custom integrations with your existing systems.

WhatsAppOfficial Business API
Instagram & FacebookMessages, posts and ads
Google Business ProfileBookings and reviews
Google CalendarCalendar sync
Microsoft OutlookCalendar sync
Your systemsCustom integrations via API
Implementation

You don't have to set it up alone

The platform is broad, so we configure it around your business. You get the modules you need, set up the way your team works, and nothing you don't.

How we work with you
  • Your customer journeys mapped and built
  • WhatsApp number and templates set up with Meta
  • Your team trained on real day-to-day work
  • Ongoing support from a local team
Security & compliance

Enterprise-grade security

Customer, patient and guest data is protected to international standards.

  • SOC 2Compliant
  • ISO 27001Compliant
  • GDPRCompliant
  • HIPAAAvailable on request

See the modules that matter to you

Book a demo and we'll show you AdaptCRM set up for your industry, focused on what you want to improve.

Book a demo