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全新 AI Agent 模組已上線 — 30 分鐘免費諮詢
全新 AI Agent 模組已上線 — 30 分鐘免費諮詢

Adaptive ERP System

Helping you unlock the lifeline of your business in 90 days

From order placement to payment collection, the entire process is automated, improving efficiency.

Starting from HK$1,000, you can launch your own intelligent management system and make efficient operations within reach.

Schedule a 30-minute demonstration

Integrating sales, finance and logistics

Comprehensively improve enterprise operational efficiency

Customer Sales Management

Integrate multi-channel customer interaction to improve sales efficiency and conversion results

  • Integrate interactive data from channels such as WhatsApp, WeChat, Facebook, Instagram, and online stores
  • Build a "360° Customer View" to centrally track the sales process and communication records
  • Build a "360° Customer View" to centrally track the sales process and communication records

Order and Service Management

Automated order management throughout the entire process ensures timely and accurate delivery.

  • Integrates multi-channel order sources (e-commerce, physical stores, social media platforms), automatically generating and tracking orders
  • Automates order placement, approval, and shipping processes, improving operational efficiency
  • Real-time display of order progress and status updates, enabling rapid response to customer needs

Financial and Collection Management

Integrate corporate financial data to achieve efficient analysis and accurate decision-making.

  • Automatically generate accounting reports (invoices, accounts receivable, collection records) to ensure data accuracy
  • Multi-currency processing and multi-level commission calculation for flexible adaptation to different business models
  • Provide real-time financial dashboards to monitor cash flow and operational performance

Inventory and Procurement Management

Integrate procurement and inventory processes to optimize supply chain collaboration and efficiency.

  • Real-time monitoring of inventory quantity, batches, and storage location reduces the risk of stockouts and overstocking.
  • Automated procurement requisition, price comparison, and approval processes shorten procurement operation time.
  • Establishing supplier data and procurement records optimizes procurement decisions and cost control.

Customized intelligent automation

We help you automate your unique business processes and empower your industry.

Automated business processes

Adaptive ERP can reduce manual operations and data entry time for businesses, allowing them to focus more on business development.

Simplify and improve daily work efficiency

Daily tasks and notifications can be automatically displayed on the system's workbench, improving work efficiency.

Comprehensive Customer Management

Customer relationship management and intelligent customer analytics management, integrating with e-commerce, retail (POS) and other business scenarios.

客戶管理

高效管理、精準營銷、客戶跟進記錄，助您輕鬆搞定門面客戶管理和經營活動需求

客戶管理和業務管理

支持傳統分銷、連鎖零售、B2C線上電商等多種通路模式的客戶管理和業務管理。

客戶管理和業務管理

支持傳統分銷、連鎖零售、B2C線上電商等多種通路模式的客戶管理和業務管理。

客戶流程管控和跟進

支持線上線下客戶關係管理和跟進記錄，提供個性化定製的客戶關係管理系統。

Our clients

Comprehensive Customer Management

Efficiently manage customer interactions, improve customer service quality, follow up with customers, and provide personalized marketing. The system integrates with WhatsApp, WeChat, Facebook, Instagram, and online stores.

Automatic integration of customer interactions and centralized communication management

ERP integrates messages from multiple platforms such as WhatsApp, WeChat, Facebook, and Instagram, centralizing all customer inquiries and communications. All interactive content is synchronized to the system in real time, establishing complete customer profiles and historical records, comprehensively improving sales follow-up and service quality.

Efficient customer service, intelligent dispatch and instant response

The system can automatically dispatch messages based on product categories or keywords, ensuring that inquiries are instantly sent to the appropriate customer service or sales personnel. The ERP system is fully integrated with WhatsApp, supporting quick replies and message templates, significantly improving processing speed and accuracy.

Automated customer data insights enable proactive monitoring of business opportunities.

The ERP system continuously analyzes historical transaction and conversation data to identify potential customers and high-value business opportunities. Managers can instantly grasp interaction trends on the dashboard and set reminders to proactively track business opportunity status.

Personalized marketing strategies and data-driven precision marketing decisions

The system integrates customer attribute and behavioral data to help marketing teams develop more effective segmentation strategies. It can automatically push messages based on region, purchase frequency, or interests, improving conversion rates through WhatsApp marketing automation.

Improve corporate efficiency

How to generate business benefits for enterprises

Sales increase

By managing the sales pipeline, you can clearly track progress and improve the conversion rate.

Fast payment

Sending payment links automatically reconciles accounts, shortening payment collection time and stabilizing cash flow.

On-time delivery

Real-time synchronization of order and inventory status ensures more transparent and on-time delivery.

Cost saving

Automated processes reduce human error and effectively control operations and procurement.

Modules and Capabilities

Flexible combinations to meet different business needs

Customer and Sales (CRM)

  • Pipeline and Forecasting: Clear stages, amounts, dwell times, and alerts; forecast deviation convergence.
  • Customer 360: Centralized presentation of conversations (including WhatsApp), quotations, orders, work orders, invoices, and documents.
  • Quote Management: Templates, terms, discounts; credit limit control and risk warnings.

Order Management (OM)

  • Seamless Integration: One-click conversion of quotes to orders/invoices; rules remain unchanged.
  • Order Timeline: Visualized delivery date, quantity, arrangement, and status flow; automatic notification of changes.
  • Supply Collaboration: Linked with inventory/procurement/service material deductions to reduce delays and parts shortage risks.

Service fulfillment and quality (Field/After-sales)

  • Work Orders and Dispatch: Automatic dispatch, SLA timing; on-site signature, photo, and form saving.
  • Escalation and Compliance: Automatic escalation upon expiration; standardized quality inspection and customer complaint processes.
  • Performance Feedback: First response/resolution time, SLA compliance rate, and satisfaction level are entered into the dashboard.

Warehousing and Logistics

  • Multi-warehouse, multi-location: Batch/sequence management; barcode, transfer, and cyclical inventory counting.
  • Safety stock and replenishment: Demand forecasting and replenishment alerts; real-time deduction of materials used in orders/work orders.
  • Inventory visualization: Transparent work-in-process and available inventory, reducing stockouts and overstocking.

Finance and Collections

  • Accounts Receivable/Payable/General Ledger: Automated bank transfer and reconciliation; tax account configuration.
  • Payment Experience: FPS/credit card linking, overdue reminders; instant aging verification of receivables upon receipt.
  • Cash Flow Insights: Aging bucket, overdue payments, and overdue risk presented on a single screen.

Document Management System (DMS)

  • Full-process integration: Centralized management of contracts, quotations, orders, and work order attachments; version and permission management.
  • Instant preview and search: Preview and link within nodes; complete audit trail.

HR and Scheduling

  • Attendance and Leave: Clocking in, leave application, approval, and exception alerts.
  • Shift Scheduling and Coverage: Shift schedule generation, shift rules, shift change application and approval; conflict checking.
  • Adoption Metrics: Attendance/Work Hours/Coverage, linked to service orders/store operations.

Marketing Automation (MA)

  • eDM, segmentation, scheduling: event triggers (new customer, account age X days, birthday).
  • Performance review: Email opening/click/conversion links back to CRM and channels, promoting repeat purchases and follow-up visits.

Deep integration

  • API/Webhook, SSO/2FA (on demand); integration with payment gateways, online stores, and accounting/tax filing systems.
  • Data import/export and mapping; clear frequency and key management.

Additional solutions

Extended functionality to meet advanced needs

WhatsApp API Integration

  • Quickly generate work orders and sales orders from customer conversations
  • View all interaction records

AI Agent

  • Automatically summarize key points of conversations to improve dispatch efficiency
  • Suggested reply templates to speed up customer response

Workflow Engine

  • Visual workflow orchestration, supporting multi-system integration
  • Common templates: Overdue reminders, automatic assignment of new leads

Various flexible solutions tailored to enterprise needs

Starting from $1000 per month, inject new energy into your business

Get advice from digital transformation consultants

A 30-minute consultation will provide you with initial suggestions for suitable solutions.

Please leave your contact information, and we will contact you as soon as possible.

Need more assistance?
You can also contact us via email:
tiffanycheng@adaptivegp.com or +852 2132 5513

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