Smart customer database.
Know every contact. Close more deals.
Unlimited custom fields, field-level RBAC, and AI-powered insights. Build the perfect customer database that scales with your business.
Complete contact management. Unlimited scale. Enterprise security.
Everything you need to manage your customer database. Track every data point, control access, and scale without limits.
Centralized Customer Database
Store all customer data in one place. Accounts and contacts linked with relationship mapping. Complete visibility into every customer interaction.
Unlimited Custom Fields Integration
Track any data point that matters to your business. Unlimited custom fields with AI-powered suggestions. No limits, no compromises.
Field-Level RBAC
Control who sees what with granular permissions. Field-level visibility ensures sensitive data stays protected. Enterprise-grade security.
Contact Enrichment
Automatically enrich contacts with external data. Demographic and firmographic data added automatically. Keep your database complete.
Relationship Mapping
See connections between accounts and contacts. Visual relationship maps show how contacts relate to each other and to deals.
Import/Export Capabilities
Import millions of records in minutes. Fastest import in the industry. Export data in multiple formats. Keep your data portable.
How teams use accounts & contacts to win
See how different teams get the most from a single customer database.
Sales Teams
Complete contact history and account hierarchy. Track every call and meeting. Never miss context that helps close deals.
Marketing
Segment by unlimited custom fields and enrichment data. Build precise lists and campaigns. Keep data clean and actionable.
Customer Support
Single view of each contact and account. Link tickets and cases. Resolve faster with full context.
Operations & Data
Import millions of records, map relationships, and enforce field-level security. One source of truth that scales.
What you'll achieve
A customer database that reduces busywork and helps you close more deals.
Reduce data entry time by 80%
- Auto-logging eliminates manual work. Every call, email, and meeting automatically logged to contacts.
- No more copy-paste or switching tools — one source of truth.
Increase deal close rates
- Complete contact history shows every interaction.
- Never miss context that helps close deals.
Ensure data security
- Field-level permissions control who sees what.
- Protect sensitive customer data. Compliance-ready.
Scale to millions of contacts
- Unlimited records without performance issues.
- Import millions in minutes. Keep your data portable.
Is your CRM scattering customer data across tools?
Many teams juggle spreadsheets, legacy CRMs, and point solutions — leading to duplicate contacts, missing context, and slow imports. Your customer database should be centralized, scalable, and secure. One place for every account and contact.
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One customer database for accounts and contacts
Centralize every account and contact. Relationship mapping, unlimited custom fields, and field-level RBAC. Built for scale.
Explore Accounts & ContactsEnrich, import, and secure at scale
Contact enrichment, millions of records in minutes, and field-level security. Your data stays complete and protected.
Start Free TrialFrom messy data to a single source of truth
Import, enrich, and secure your customer database in a few steps. No coding required.
Import & organize
Import contacts and accounts from CSV, Excel, or APIs. Automatic field mapping and duplicate detection. Get to a clean database in minutes.
Enrich & map relationships
Enrich contacts with demographic and firmographic data. Map account-to-contact and contact-to-contact relationships. See the full picture.
Secure & scale
Apply field-level RBAC so the right people see the right data. Scale to millions of contacts without performance issues.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
Unlimited. Adoptiv does not cap the number of accounts or contacts. Import and manage millions of records with no performance trade-offs or extra cost.
Yes. Full relationship mapping between accounts and contacts, plus contact-to-contact and deal-to-contact links. Visual relationship maps and hierarchy views are included.
Contacts can be enriched automatically with demographic and firmographic data. Email and phone validation, plus optional social profile linking, keep your database complete and accurate.
Yes. Field-level RBAC controls who can see and edit which fields. Sensitive data stays protected by role; audit logging supports compliance.
Import millions of records in minutes with CSV, Excel, or JSON. Automatic field mapping and duplicate detection. Bulk export in multiple formats; scheduled exports are supported.
Yes. Accounts and contacts are at the core of Adoptiv. Every call and SMS is auto-logged to the right contact; pipelines, activities, and AI features all use the same customer database.
Ready to build your perfect customer database?
Start your free trial today. Unlimited custom fields, field-level RBAC, and AI-powered insights. No credit card required.
