ADAPTcrm vs. BQE CORE

We have been using Adapt for almost a year or more and it is the best CRM solution and has helped us in saving our time and also in finding various contacts from our LinkedIn connections. It enabled us to grow our network by connecting us to the market for our products. when it comes to its price its subscription rate is quite high and it gets buggy sometimes.

BQE CORE is well suited for a firm trying to get a better understanding of their project performance as a whole as well as better manage time and project resources. It is not the greatest for client management through a project or through invoicing, but it is do-able within the system.

Incentivized

• It provides a nice, single package of multiple features as in all in one solution business program. It can be used to help run many operations in an organization.
• ADAPTcrm provides a fairly robust interface that can be individually tailored to each user, making it a bit more personable.
• The program can be linked into other systems like Outlook which can alleviate the need for manual entry of contacts.

Incentivized

• Invoice Collections within Billing is a great tool because of the ability to take notes and track contact.
• Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project.
• Dashboards are the best tool EVER!
• The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us.

Incentivized

• Sometimes in the middle of work, it logs us out and it needs to be fixed as it is annoying.

Incentivized

• Customizable Reporting
• Linking Project to Payment all together
• Assigning contacts to particular roles - such as Invoicing, Contracts, etc.
• Accounting Functionality - they are basically a project management accounting software, so in my opinion, they could learn some things from other accounting software such as QuickBooks etc.

Incentivized

We have been using Core for a few years now, and honestly started to look at other software systems to see what was out there. What we chose was a nightmare for migration so we never left Core. Now we have added invoicing and payments from Core instead of double entry with QBO. Still only a few cycles in but looks like it will be up to speed soon and working smoothly.

Incentivized

Adapt CRM is the perfect tool for everyone looking for the solution to manage customer relations. It has proved itself as a time saver and we can focus on other parts of our organization too without any compromise on our customer relations. It has many features for customization. Additionally, its customer service is so good and helpful and unlike other software of this kind, we have found it quite user-friendly.

The foundation is awesome, like I have said before, however the house being built on it, the educational resources being provided to us (more of sales pitches that don't work), and flexible workflow opportunities, is making us look elsewhere for how much we will be spending on per user. It's crazy to think how flexible they are not when it comes to user settings. Lack of integration with other sources is awful.

Incentivized

I can only remember a couple of times in 4 years that Core has been unavailable.

This is one area that does need some improvement. It can be slow at time, so we had our IT look at it from our side and we had no issues, so it has to be some slowness on their side.

CRM solutions are always meant to strengthen client relationships and ADAPTcrm has helped us in achieving one of our business objectives of strengthening our bond with our clients.

Incentivized

As a new employee and CORE user, I talk to support on a weekly basis. I have never had to wait for more than 3 min to get connect with a support rep, and all my questions have been answered. The support representatives are polite and eager to help no matter how simple your question is.

Incentivized

Make sure you have someone training you that fits your style of learning.

It does take some time to understand the options and to find the best invoice template.

Incentivized

ADAPTcrm is a bit different than other programs with similar feature sets. It offers a more well-rounded set of features that can be beneficial for an organization looking for an in all-in-one solution without much customization. On the other hand, if customization or changes are needed, the costs can be increased greatly with the need for developers or support from the company. Some CRM solutions may require a great deal of programming which ADAPTcrm does not necessarily need, potentially saving a great deal of time in implementation.

Incentivized

Deltek Vision is far more advanced, more encompassing and offers more flexibility with what you want to do. However, it's also quite difficult to use, whereas BQE CORE is intuitive and user friendly. The trade off is worth it in some arenas but overall it's not suited for a larger fast paced company. Great for smaller companies.

Incentivized

This software works on a small and large scale.

• It has resulted in growth of our company.
• It has enabled to make more connections in market.
• It has proved as a time saver for us.
• Its cost has a major negative impact on us.

• Quick setup of new tasks under a parent project, with immediate hourly billing to it.
• Monitoring of details of non-chargeable efforts in appropriate detail
• Validation of hourly cost, billing cost, benefit cost, profitability by person and role
• Company tracking of write-off's included in corporate and project reporting, no data is "lost"
• Can track excessive work time as +PTO in lieu of pay for use as future vacation