What users are saying about
14 Ratings
21 Ratings
14 Ratings
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Score 7.3 out of 100
21 Ratings
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Score 8.2 out of 100

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 | TrustRadius Reviewer

Close

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...
Erik Zahnlecker | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

ADAPTcrm
7.2
Close
9.2
Customer data management / contact management
ADAPTcrm
7.0
Close
9.0
Workflow management
ADAPTcrm
6.0
Close
8.6
Territory management
ADAPTcrm
6.0
Close
8.0
Opportunity management
ADAPTcrm
7.0
Close
9.8
Integration with email client (e.g., Outlook or Gmail)
ADAPTcrm
8.0
Close
9.1
Contract management
ADAPTcrm
8.0
Close
10.0
Quote & order management
ADAPTcrm
7.0
Close
Interaction tracking
ADAPTcrm
8.0
Close
9.5
Channel / partner relationship management
ADAPTcrm
8.0
Close
9.7

Customer Service & Support

ADAPTcrm
7.3
Close
9.3
Case management
ADAPTcrm
8.0
Close
8.3
Call center management
ADAPTcrm
7.0
Close
9.7
Help desk management
ADAPTcrm
7.0
Close
10.0

Marketing Automation

ADAPTcrm
8.0
Close
10.0
Lead management
ADAPTcrm
8.0
Close
10.0
Email marketing
ADAPTcrm
8.0
Close
10.0

CRM Project Management

ADAPTcrm
8.0
Close
9.2
Task management
ADAPTcrm
9.0
Close
7.5
Billing and invoicing management
ADAPTcrm
8.0
Close
10.0
Reporting
ADAPTcrm
7.0
Close
10.0

CRM Reporting & Analytics

ADAPTcrm
7.3
Close
9.4
Forecasting
ADAPTcrm
7.0
Close
10.0
Pipeline visualization
ADAPTcrm
8.0
Close
8.3
Customizable reports
ADAPTcrm
7.0
Close
10.0

Customization

ADAPTcrm
6.3
Close
9.3
Custom fields
ADAPTcrm
6.0
Close
9.5
Custom objects
ADAPTcrm
6.0
Close
10.0
Scripting environment
ADAPTcrm
7.0
Close
8.3
API for custom integration
ADAPTcrm
6.0
Close
9.2

Security

ADAPTcrm
7.0
Close
7.8
Single sign-on capability
ADAPTcrm
7.0
Close
8.3
Role-based user permissions
ADAPTcrm
7.0
Close
7.2

Social CRM

ADAPTcrm
7.5
Close
10.0
Social data
ADAPTcrm
8.0
Close
10.0
Social engagement
ADAPTcrm
7.0
Close
10.0

Integrations with 3rd-party Software

ADAPTcrm
8.0
Close
9.0
Marketing automation
ADAPTcrm
8.0
Close
9.0

Platform

ADAPTcrm
Close
10.0
Mobile access
ADAPTcrm
Close
10.0

Pros

ADAPTcrm

  • 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 | TrustRadius Reviewer

Close

  • Manages leads.
  • Followup & reminders.
  • Organization of everything in one place.
  • Add-ons that are worth every penny.
Jason Vance | TrustRadius Reviewer

Cons

ADAPTcrm

  • 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 | TrustRadius Reviewer

Close

  • Difficult to understand and build search queries.
Anonymous | TrustRadius Reviewer

Alternatives Considered

ADAPTcrm

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 | TrustRadius Reviewer

Close

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.
Joe Gatto | TrustRadius Reviewer

Return on Investment

ADAPTcrm

  • 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 | TrustRadius Reviewer

Close

  • 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.
Ryan McCarty | TrustRadius Reviewer

Screenshots

Pricing Details

ADAPTcrm

General

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

ADAPTcrm Editions & Modules

Additional Pricing Details

Close

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
BusinessContact for Pricing
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing

Rating Summary

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