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Aduqa CRM capabilities

A ready CRM platform that can be adapted to your business

Aduqa already includes tools for customer management, sales, service, business processes, communications and analytics. And when standard capabilities are not enough, the system can be extended to match your company's needs.

  • Ready functional foundation
  • Flexible configuration
  • Integrations and API
  • Ongoing development
ADUQA CRM A ready platform for day-to-day business operations
FLEXIBLE CRM

Core capabilities are already built in

Ready functionality provides a strong foundation for a fast start, while Aduqa's architecture allows the system to evolve further.

Customers and sales

Contacts, deals and interaction history

Service

Customer requests and support

Business processes

Stages, roles and responsibilities

Automation

Rules, events and automated actions

Communications

Email, telephony and interaction history

Analytics and control

Reports, metrics and dashboards

Need more? The structure and functionality can be extended.

ADAPTABLE
Ready to start
Adaptable
Integrates
Extensible
Day-to-day work

Everything your team needs for day-to-day work

Aduqa already includes ready-to-use tools your team works with every day — from the first customer interaction to tasks, service, documents and communications.

Companies and contacts

A single database of companies and contacts with connected interaction history, activities and other CRM data.

Companies Contacts Interaction history Related records

Sales

Work with prospects and deals, track sales stages, manager activities and next actions.

Leads Deals Pipelines Activities

Service and requests

Register customer requests, assign them to responsible team members, track progress and preserve the customer's complete service history.

Requests Assignees Statuses Service history

Tasks and activities

Tasks, calls, meetings and other activities are linked to customers and processes, so work doesn't become a disconnected to-do list.

Tasks Calls Meetings Calendar

Communications

Email and integrated telephony become part of the customer interaction history instead of remaining in separate tools.

Email Telephony Contact history Customer context

Documents and files

Working documents and files can be stored in the context of a customer, deal or other process, keeping related information connected.

Documents Files CRM relationships Activity history

Within one process

Data stays connected to your team's work

Customer
Process
Task
Communication
Data and control
Your team's day-to-day work builds a connected history of customers and business processes.
Beyond sales

Customer work doesn't end when the deal is closed

After the sale come delivery, service, tasks, documents and ongoing customer work. Aduqa connects these stages into one continuous customer and business process history.

End-to-end process

From the first interaction to ongoing customer work

Lead

First contact and qualification

Sale

Deal and agreed commitments

Delivery

Workflow stages, tasks and control

Service

Requests and customer support

Ongoing work

Repeat sales and relationship development

Documents and approvals

Documents can be part of the process itself rather than a separate action outside the CRM.

Cross-team collaboration

Sales, service and other departments work with the same customer history.

Internal processes

Approvals, tasks and internal workflows can be connected to the customer process.

Beyond the pipeline

Sales is only one of your company's processes

After-sales support

Delivering agreed commitments and continuing work after the deal is closed.

Service processes

Requests, service activities, assignees and service history.

Internal approvals

Approval routes, roles and responsibilities within the company.

Operational processes

Custom workflows that go beyond traditional CRM.

Everything remains part of one system

Customer data, sales, delivery, service and internal work stay connected instead of being split across separate environments.

CRM can become a working system for the whole company, not just a sales tool

Aduqa connects customer-facing, service and internal processes around shared data, roles and business logic.

Process automation

Anything that can be handled by a rule shouldn't depend on someone remembering to do it

Aduqa can respond to changes in CRM, evaluate conditions and trigger the required actions — helping your team move through processes without unnecessary manual steps.

Example automation scenario

Process logic can be executed automatically by the system

01

Event

A deal moves to the approval stage

The system detects the change in the workflow.

02

Condition

The amount exceeds a defined threshold

The system checks the rule that determines whether approval is required.

03

Action

Create a task for the responsible person

The system triggers the next action defined by the process.

04

Result

Approval no longer depends on a manager remembering

The process rule is applied consistently whenever the same conditions occur.

Less manual control — more predictable processes

Users focus on their tasks, while the system manages known rules and transitions.

What the system can do

Automated actions within the workflow

Create tasks

Generate next actions for the appropriate team members.

Update data and statuses

Update records according to the logic of the process.

Send notifications

Inform users about events and actions that require attention.

Route processes

Determine the next step based on defined conditions.

Monitor deadlines

React when defined deadlines are approaching or have been missed.

01 SERVICE

New customer request

New request assign responsible person create task
02 DEADLINES

A deadline is approaching

Defined time remaining send reminder escalate if needed
03 PROCESS

A workflow stage is completed

Status changed trigger next action move work forward

We automate with purpose, not for automation's sake

We remove manual actions where process rules are already known and can be handled by the system — leaving people to make the decisions that genuinely require human involvement.

Connected data

Data that stays connected

Customers, contacts, deals, service requests, tasks, documents and communications are not isolated tables — they are parts of one connected work history.

Contacts

People, roles and contact details

Deals

Sales and agreement history

Service requests

Customer service and support

Documents

Files and working documents

Customer record ADUQA CRM
SHARED CONTEXT

Company

Your customer

Core information and related records are available within one context.

Contacts connected
Sales connected
Service connected
Activities in history

Work history

Context stays connected across different activities

Email

Message received from the customer

The communication remains part of the company's CRM context.

Task

Next action created

The task is linked to the customer and the workflow.

Document

Working document added

The file remains part of the customer and process history.

Service

Service request registered

The team can see the previous history of work with this customer.

One context

Records build on one another

Customer Contact Deal Task Communication Service
Every new action enriches the work history instead of creating another isolated piece of information.
Analytics and control

Data for decisions, not reports for their own sake

The information your team creates during day-to-day work can be turned into metrics, reports and dashboards for monitoring business processes.

Dashboard ADUQA CRM
ANALYTICS

Active deals

128

currently in progress

Open tasks

46

across the team

Service requests

21

require attention

Overdue

7

missed deadlines

Activity trend

sample metric
01
02
03
04
05
06

Process monitoring

current status

Sales

active processes

128

Service

open requests

21

Deadlines

require attention

7

Metrics are built from real work in CRM

Reports and dashboards can be built from data about customers, deals, tasks, service requests and other processes your team manages in Aduqa.

Sales and pipelines

Deal status, stages, activity and other sales metrics.

Team activity

Activities, tasks, responsibilities and work completion.

Business processes

Volume, stages, deadlines and process completion status.

Service and requests

Workload, open requests, deadlines and service history.

From work to decisions

Analytics starts with reliable operational data

Team activity
CRM data
Reports and metrics
Management decision
The metrics you need are defined by your business requirements — analytics can evolve together with your processes and CRM structure.
Integrations and API

Aduqa works as part of your company's IT infrastructure

CRM can connect with telephony, email, your website, ERP, accounting systems and other services — so the right data moves between systems without unnecessary manual work.

Each system can stay where it belongs

There's no need to move all the functionality of specialized business systems into CRM. We bring into Aduqa only the data and events your team needs to work within one connected context.

Exchange the data that matters

We define which information should be available in CRM and in which direction it needs to flow.

Keep each system doing its job

ERP, accounting, telephony and other systems continue to perform their own functions without unnecessarily duplicating them in CRM.

Use APIs and data exchange mechanisms

The integration method depends on the capabilities of the external system and the requirements of the specific project.

Integration architecture

Data moves between systems according to defined exchange logic

CONNECTED

Website

Forms and enquiries

Telephony

Calls and history

Email

Correspondence

ERP

Operational data

Accounting

Financial data

Other services

External systems

Source

External system data

Integration

API and exchange logic

Result

Data in CRM context

ADUQA CRM Data from other systems becomes part of the user's working context
CONNECTED

01

Ready-made integrations

If the required system is already supported, we use the existing integration mechanism and configure it for your company's process.

02

API integration

We set up data exchange with information systems that provide the required APIs.

03

Custom exchange logic

When a standard connection is not enough, we develop integration logic for the specific data and processes of the project.

Integration is driven by the business requirement, not simply by the availability of an API

Before connecting systems, we define exactly which data needs to be exchanged, in which direction, when it should be updated and how it will be used in Aduqa workflows.

Extending capabilities

When standard capabilities are not enough

Aduqa's ready-to-use functionality provides a strong foundation for day-to-day work, but it does not define the limits of the system. If your business needs a different structure, logic or interface, the CRM can be extended.

No need to choose between a ready CRM and building from scratch

Aduqa already includes ready CRM functionality that can serve as the foundation of your working system. Custom capabilities are added on top of this foundation only where standard functionality is not enough.

The ready platform remains the foundation

We don't rebuild the CRM for every new customer. We use ready capabilities where they solve the requirement and extend the system where the business needs different logic.

We don't rebuild what already exists

Ready functionality is used as a foundation instead of redeveloping standard CRM capabilities.

We add only the changes you need

The scope of customization is defined by the company's real requirements, not by a desire to change the system for its own sake.

The system can continue to evolve

New functionality can be added as new processes and business requirements emerge.

ADUQA CRM Ready platform + custom capabilities
EXTENSIBLE

Extensible architecture

Extend the system on top of a ready CRM foundation

Ready foundation

Aduqa CRM

Customers and sales
Tasks and service
Communications
Automation
Analytics
+

Fields and data structure

Add the information your specific business needs.

New modules

Create new entities and relationships between them.

Interfaces

Adapt screens to specific working scenarios.

Business logic

Implement custom rules, scenarios and automation.

Integrations

Add data exchange with external systems.

Analytics

Create the metrics, reports and dashboards you need.

One platform — different business models

Standard functionality provides the foundation, while custom changes shape the system around the needs of a specific company.

Development principle

From a ready CRM to your company's system

Ready platform
Required changes
A working CRM built around your business
Ready capabilities speed up the start, while extensibility prevents the system from becoming a limitation as your business evolves.
Next step

Want to understand how Aduqa's capabilities would work in your company?

Tell us about your processes and requirements — we'll help identify which capabilities are already available in Aduqa, what needs to be configured and where the system may need to be adapted.

No technical specification required You can start with a requirements analysis Implementation can be planned in stages

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