Business superintelligence that acts.
Workflows and quotes:
When something happens, something gets done. Tested with a dry run first.
Rules that watch your deals and act: create a task, notify someone, assign an owner, move a deal, send a templated email, book a meeting. Every rule can be tested without doing anything real before it is switched on, and every run is logged, including where it stopped.
Adella CRM is in beta and runs Adella's own sales today. Access for outside sales teams opens as the beta grows. $49 a seat a month once it does.
Pipeline $616k. Forecast from the stages $287k. Reps commit $340k.
Follow-ups go out from the rep's own mailbox. Illustrative pipeline.
How it works:
Triggers
A deal moves stage. A new company is added. Something has not changed in a set number of days (a deal that has not moved in 14). A product event, such as a trial that has gone quiet. An email arrives. A set time each week.
Actions
Create a task with an owner and a due date. Notify a person or a team. Assign an owner, or take turns across a team. Update an allowed field. Move a deal, with history. Send a templated email from a connected mailbox, under the same limits as sending by hand. Create a meeting. Move a record up the call list.
The limits it works within
Rules cannot set each other off in a loop. No rule can ever change an opt-out. If an action fails, the run stops and records where. Actions already taken are real and are not undone.
Quotes
Products, a price list, quotes with line items and version history, discount approval, PDF, e-signature, and the link from an accepted quote to a won deal. Invoicing and payment stay in your finance tools. The CRM produces the agreement, not the money.
Audit
Every change to every field on every record, with who made it, when, and the old value, shown as a history on the record. Stage changes are shown here too.
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Business superintelligence that acts.
Free to start. One Adella account for every app.