ADAPTcrm vs Close | TrustRadius

Likelihood to Recommend

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.

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Bruce Emmerling

Digital Media Specialist

Digital Media SpecialistInformation Services, 11-50 employees

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Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...

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Erik Zahnlecker

Co-Founder, Head of Product

Allocate.aiComputer Software, 1-10 employees

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Feature Rating Comparison

ADAPTcrm

Close

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

ADAPTcrm

Close

Case management

Call center management

Help desk management

ADAPTcrm

Close

Lead management

Email marketing

ADAPTcrm

Marketing automation

ADAPTcrm

Close

Mobile access

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.

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Bruce Emmerling

Digital Media Specialist

Digital Media SpecialistInformation Services, 11-50 employees

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Manages leads.
Followup & reminders.
Organization of everything in one place.
Add-ons that are worth every penny.

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Jason Vance

Owner

Red Mill Creative Inc.Marketing & Advertising, 1-10 employees

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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.

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Bruce Emmerling

Digital Media Specialist

Digital Media SpecialistInformation Services, 11-50 employees

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Difficult to understand and build search queries.

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Verified User

Partner in Legal

Law Practice Company, 1-10 employees

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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.

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Bruce Emmerling

Digital Media Specialist

Digital Media SpecialistInformation Services, 11-50 employees

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Close.io does a lot more than HubSpot CRM for a lower price. The most important difference is that I can search for prospects by the notes I created and by prior activity. But, I cannot do this in HubSpot, although it seems like it should be a very basic feature.

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Joe Gatto

VP of Marketing & International Business Development

ePaymintsFinancial Services, 1-10 employees

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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.

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Bruce Emmerling

Digital Media Specialist

Digital Media SpecialistInformation Services, 11-50 employees

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Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.

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Ryan McCarty

Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

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Pricing Details

General

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Close Editions & Modules

Edition

Starter	$35¹
Basic	$65¹
Professional	$95¹
Business	Contact for Pricing

per user, monthly

Additional Pricing Details

15% discount on annual pricing

Rating Summary

ADAPTcrm

Close

Likelihood to Recommend

ADAPTcrm

Close

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Mobile access

Pros

ADAPTcrm

Close

Cons

ADAPTcrm

Close

Alternatives Considered

ADAPTcrm

Close

Return on Investment

ADAPTcrm

Close

Screenshots

ADAPTcrm

Close

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

ADAPTcrm Editions & Modules

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Close Editions & Modules

Edition

Additional Pricing Details

Rating Summary

Add comparison