CRM built for mid-market.
Scale without limits.

Complete CRM platform for mid-market companies. Scale without limits, unlimited pipelines, advanced analytics. Perfect for teams of 50-200.

Grow past departmental silos

Dashboards, RBAC, workflows, and security for complex teams.

Unlimited Dashboards

Create unlimited dashboards with 16+ widget types.

Create unlimited dashboards with 16+ widget types.
Integrated with Adoptiv CRM and telephony.
Integrated with Adoptiv CRM and telephony.
Integrated with Adoptiv CRM and telephony.

Role-Based Permissions

Advanced permissions and role hierarchy for team management.

Advanced permissions and role hierarchy for team management.
Integrated with Adoptiv CRM and telephony.
Integrated with Adoptiv CRM and telephony.
Integrated with Adoptiv CRM and telephony.

Advanced Workflows

Custom workflows and automation for complex processes.

Custom workflows and automation for complex processes.
Integrated with Adoptiv CRM and telephony.
Integrated with Adoptiv CRM and telephony.
Integrated with Adoptiv CRM and telephony.

Enterprise Security

Enterprise-grade security with role-based access control.

Enterprise-grade security with role-based access control.
Integrated with Adoptiv CRM and telephony.
Integrated with Adoptiv CRM and telephony.
Integrated with Adoptiv CRM and telephony.

Scale Without Limits

Unlimited pipelines, unlimited users, unlimited everything. Scale as you grow.

Unlimited pipelines, unlimited users, unlimited everything.
Scale as you grow.
No arbitrary caps as regions and SKUs expand.
Integrated with Adoptiv CRM and telephony.

Advanced Analytics

Unlimited dashboards and custom widgets track every metric that matters.

Unlimited dashboards and custom widgets track every metric that matters.
Executive-ready reporting without BI bottlenecks.
Integrated with Adoptiv CRM and telephony.
Integrated with Adoptiv CRM and telephony.
app.adoptiv.ai / solutions/for-mid-market

Mid-market operators finally get one system

RevOps, IT, and GTM leaders align on Adoptiv as the growth stack matures.

Scale Without Limits

Unlimited pipelines, unlimited users, unlimited everything. Scale as you grow.

Advanced Analytics

Unlimited dashboards and custom widgets track every metric that matters.

Better Performance

AI-powered insights and automation improve team performance.

Enterprise Features

Role-based permissions, advanced workflows, and enterprise-grade security.

What changes when you graduate cleanly

Speed, governance, and analytics keep pace with ARR.

01

Executive-ready visibility

  • Unlimited dashboards for every function.
  • Widget library spans CRM and telephony KPIs.
02

Permissions that match reality

  • Hierarchy + field-level RBAC.
  • Delegate admin safely across regions.
03

Automation for messy processes

  • Multi-step workflows with approvals.
  • Hook in product usage or billing signals later.
04

Security that satisfies IT

  • SOC-minded controls and audit trails.
  • Single stack reduces vendor risk.
Mid-market

Partial CRMs cap your next stage of growth

At 50–200 people, disconnected tools create shadow processes. Adoptiv gives you enterprise-grade dashboards, RBAC, and workflows without forcing a rip-and-replace every two years.

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Governance without bureaucracy

RBAC and field security keep expanding teams aligned and auditable.

Explore RBAC

Automate cross-functional work

Ops, marketing, and sales processes run on one workflow engine.

Explore workflows

Scale operations in three moves

Instrument, secure, automate.

1

Stand up leadership dashboards

Align metrics before reorganizing territories.

2

Deploy RBAC templates

Mirror regions, product lines, and partner channels.

3

Automate cross-team SLAs

Ensure marketing, sales, and CS follow the same playbook.

FAQ

Everything you need to know about Adoptiv

Quick answers to what sales teams ask most before getting started with Adoptiv.

SOC 2 & ISO 27001
3× Faster Dialing
10,000+ Teams

When spreadsheet CRMs and lightweight tools break under multi-region teams, Adoptiv delivers structure without enterprise red tape.

Teams create role-specific boards while leadership curates canonical views—everyone sees the right granularity.

Hierarchical roles, field-level visibility, and sharing rules map to complex mid-market orgs.

Branching automation supports approvals, SLAs, and multi-team handoffs common at 50–200 employees.

Add predictive dialers, queues, and AI when your motion matures—same CRM record.

Pipeline analytics, forecasting hooks, and activity timelines give finance-ready narratives.

Ready to scale your operations?

Mid-market CRM depth without enterprise drag. Start free—no credit card required.

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