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What is ReliaSale?

ReliaTerm provides an entirely mobile sales application with integrated payment processing capabilities. In contrast, ReliaScan delivers extensive mobile inventory management that works even when offline. The suite also encompasses tools such as Co-Pilot, the Dash “Owners report,” point of sale systems, and customer relationship management (CRM) features. Additionally, it facilitates inventory control, product oversight, and pricing management, while also allowing for the generation of aged inventory reports and streamlining purchasing activities. Users can label barcodes, track serial numbers, and scan products during both receipt and dispatch processes. The system generates detailed reports on transfers and necessary logistical moves, oversees commissions and spiffs, and keeps tabs on Electronic Service Contract (ESC) submissions, including tracking missed ESC reports. Other functionalities include a cash-out journal, aging statements for accounts receivable, reports on customer deposits, and tools designed for delivery scheduling and dispatch. Users can generate various reports, such as commission summaries, inventory status updates, accounts receivable insights, sales tax documentation, and general ledger integration. Financial statements are efficiently produced, and the platform ensures smooth integration with QuickBooks. Drill-down reporting tools offer export options to Excel and searchable features via Control-F. The system also tracks vendor instant rebate programs, while ReliaServ acts as a dedicated mobile app for technicians, functioning on both iOS and Android platforms to facilitate location-based scheduling and dispatching. This comprehensive suite of features not only enhances operational efficiency but also significantly supports businesses in their management endeavors, making it a vital resource in today's competitive market.

What is Adaptive ERP?

Adaptive offers an extensive, user-friendly, cloud-based ERP solution, with in-built cyber and fraud risk protection. The platform features enhanced security measures, including a unique database and encryption key for each client, along with robust access controls and permissions integrated into every module; it also offers a nearly hack-proof 2-Factor Authentication login, which is superior to MFA. Adaptive has no vulnerabilities listed in the public CVE Mitre global vulnerability database. We handle all set-up, reducing implementation costs. Notable functionalities include comprehensive Document Management systems with audit trails, archiving, unlimited folders and file tags, enabling quick file sharing with teams, departments, stakeholders, and third parties, along with a rapid search capability using filters or tags. The platform excels in Portfolio and Project Management with tools for planning, skill allocation, capacity utilization, as well as advanced features like RACI, Swimlanes, Gantt Charts, a patent-pending Kanban-C system, and various project dependencies, along with RFIs, risk registers, time and billing, scheduling, and analytics. Additionally, it integrates E-Commerce, ERP, CRM, Customer Support, Client Relations and Issue Tracking. Adaptive also provides customised dashboards, encrypted messaging (internal staff and 3rd parties), core accounting, financial statements, finance and risk management; invoicing, online payments, client order management, purchase orders, inventory and warehouse management and MRP. Further, the platform aids in manufacturing operations, maintenance and work orders, job costing, quotes and detailed reporting.

Media

Media

Integrations Supported

Integrations Supported

CSG Forte
PayPal Checkout
Stripe Billing

API Availability

API Availability

Pricing Information

$20 per month

Pricing Information

£400/month
Starting price £400/month for up to 10 users for a sizeable number of modules selected by the user. Pay only for modules you choose). Thereafter a scaled fee per user. We handle set-up and integration. Avoid expensive 3rd party integration fees.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Webinars
Online Training

Company Facts

Organization Name

Reliable Softworks

Date Founded

2007

Company Location

United States

Company Website

www.reliablesoftworks.com/reliasale/

Company Facts

Organization Name

Adaptive

Date Founded

2018

Company Location

United Kingdom

Company Website

adaptive-erp.co.uk

Categories and Features

General Ledger

Not specified

Point of Sale

Barcode Scanning
Commission Management
Customer Account Profiles
Discount Management
Electronic Signature
Multi-Location
Retail POS
Returns Management
eCommerce Integration

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
General Ledger
Multi-Currency
Nonprofits
Project Accounting
Purchase Orders

CMMS

Asset Tracking
Calibration Management
Inventory Control
Key & Lock Management
Mobile Access
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
Forms Management
Optical Character Recognition
Version Control

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Education

Not specified

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

General Ledger

Not specified

Inventory Management

Alerts/Notifications
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Manufacturing

Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Purchase Order

Not specified

Purchasing

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

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