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12 Ratings
3 Ratings
12 Ratings
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Score 5.9 out of 101
3 Ratings
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Score 9 out of 101

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Likelihood to Recommend

ADAPTcrm

It really works as an all-in-one solution for multiple business needs such as human resource management, sales exploration, and payroll operations. Ultimately, it works better for a larger organization and can be an overkill for smaller organizations or non-profits. In many ways, the numerous features and operations can help alleviate the need for acquiring multiple programs and the training involved.
Bruce Emmerling profile photo

Claritysoft

Our client, and probably most, do not like change. We transitioned from a tool that had been used for nearly 7 years. From a support staff, we were concerned about how customers would react to learning new processes. However, Claritysoft's concise, ergonomic flow of use really did not present too many complaints by our clients. Any "complaints" we did receive were more from those who didn't want to change rather than from those who didn't understand. Reports, reports, reports! Our clients love data (and who doesn't!), and Claritysoft's robust reporting capabilities shine bright. It is a bit difficult to configure the reports, but that complexity is an added feature IMO.
Ryan Weller profile photo

Feature Rating Comparison

Sales Force Automation

ADAPTcrm
7.2
Claritysoft
8.2
Customer data management / contact management
ADAPTcrm
7.0
Claritysoft
8.0
Workflow management
ADAPTcrm
6.0
Claritysoft
10.0
Territory management
ADAPTcrm
6.0
Claritysoft
Opportunity management
ADAPTcrm
7.0
Claritysoft
9.0
Integration with email client (e.g., Outlook or Gmail)
ADAPTcrm
8.0
Claritysoft
5.0
Contract management
ADAPTcrm
8.0
Claritysoft
Quote & order management
ADAPTcrm
7.0
Claritysoft
9.0
Interaction tracking
ADAPTcrm
8.0
Claritysoft
8.0
Channel / partner relationship management
ADAPTcrm
8.0
Claritysoft

Customer Service & Support

ADAPTcrm
7.3
Claritysoft
Case management
ADAPTcrm
8.0
Claritysoft
Call center management
ADAPTcrm
7.0
Claritysoft
Help desk management
ADAPTcrm
7.0
Claritysoft

Marketing Automation

ADAPTcrm
8.0
Claritysoft
Lead management
ADAPTcrm
8.0
Claritysoft
Email marketing
ADAPTcrm
8.0
Claritysoft

CRM Project Management

ADAPTcrm
8.0
Claritysoft
9.3
Task management
ADAPTcrm
9.0
Claritysoft
8.0
Billing and invoicing management
ADAPTcrm
8.0
Claritysoft
10.0
Reporting
ADAPTcrm
7.0
Claritysoft
10.0

CRM Reporting & Analytics

ADAPTcrm
7.3
Claritysoft
9.0
Forecasting
ADAPTcrm
7.0
Claritysoft
8.0
Pipeline visualization
ADAPTcrm
8.0
Claritysoft
Customizable reports
ADAPTcrm
7.0
Claritysoft
10.0

Customization

ADAPTcrm
6.3
Claritysoft
8.5
Custom fields
ADAPTcrm
6.0
Claritysoft
9.0
Custom objects
ADAPTcrm
6.0
Claritysoft
Scripting environment
ADAPTcrm
7.0
Claritysoft
API for custom integration
ADAPTcrm
6.0
Claritysoft
8.0

Security

ADAPTcrm
7.0
Claritysoft
9.5
Single sign-on capability
ADAPTcrm
7.0
Claritysoft
10.0
Role-based user permissions
ADAPTcrm
7.0
Claritysoft
9.0

Social CRM

ADAPTcrm
7.5
Claritysoft
Social data
ADAPTcrm
8.0
Claritysoft
Social engagement
ADAPTcrm
7.0
Claritysoft

Integrations with 3rd-party Software

ADAPTcrm
8.0
Claritysoft
Marketing automation
ADAPTcrm
8.0
Claritysoft

Pros

  • 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.
Bruce Emmerling profile photo
  • Ease of Use - Claritysoft offers a very organic and intuitive design for customers to easily navigate and use.
  • Developer Standpoint - Standing up the application and importing data was straightforward and did not take long to configure security, permissions and roles.
  • Out Of The Box (OOTB) - Claritysoft out of the box offered many built-in tools utilized for our environment, however, manipulating and customizing was not over the top difficult, once we established a baseline.
Ryan Weller profile photo

Cons

  • The interface can be difficult to learn at first and a little overwhelming for new users.
  • The lack of customization of some features without additional support.
  • The software maker provides multiple forms of the application which can be confusing when making a purchasing decision.
Bruce Emmerling profile photo
  • This may be an unfair "con", however the application is quite costly. With that said, it is worth it!
  • This may be a "con" because of our environment, however the email functionality is a bit limited when it comes to multiple items.
  • Customized reports are a bit messy to build, BUT the options for customization has answered all requests by our client.
Ryan Weller profile photo

Alternatives Considered

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.
Bruce Emmerling profile photo
In terms of portfolio management, Claritysoft has been hands down a better overall product. Most importantly, it has been the most customer friendly application. The tool was selected, not by me, however many other competitors were evaluated. The aspects needed most by our client, were achieved best by the offerings of Clarity, many out of the box, but anything not inherent, we have had not problems configuring and implementing.
Ryan Weller profile photo

Return on Investment

  • ADAPTcrm helps to address a number of business needs. It can help save a great deal of money and time if implemented correctly.
  • Some users needed additional training which increased staffing costs.
  • The program helped simplify operations into an integrated software solution.
Bruce Emmerling profile photo
  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Ryan Weller profile photo

Pricing Details

ADAPTcrm

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Additional Pricing Details

Claritysoft

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Additional Pricing Details