What users are saying about
14 Ratings
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Score 7.3 out of 100
15 Ratings
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Score 8.9 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

Contactually, by Compass

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Barbara Carneiro | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

ADAPTcrm
7.2
Contactually, by Compass
8.8
Customer data management / contact management
ADAPTcrm
7.0
Contactually, by Compass
9.8
Workflow management
ADAPTcrm
6.0
Contactually, by Compass
9.5
Territory management
ADAPTcrm
6.0
Contactually, by Compass
8.9
Opportunity management
ADAPTcrm
7.0
Contactually, by Compass
9.3
Integration with email client (e.g., Outlook or Gmail)
ADAPTcrm
8.0
Contactually, by Compass
9.8
Contract management
ADAPTcrm
8.0
Contactually, by Compass
6.0
Quote & order management
ADAPTcrm
7.0
Contactually, by Compass
6.0
Interaction tracking
ADAPTcrm
8.0
Contactually, by Compass
9.8
Channel / partner relationship management
ADAPTcrm
8.0
Contactually, by Compass
9.8

Customer Service & Support

ADAPTcrm
7.3
Contactually, by Compass
9.1
Case management
ADAPTcrm
8.0
Contactually, by Compass
9.7
Call center management
ADAPTcrm
7.0
Contactually, by Compass
8.0
Help desk management
ADAPTcrm
7.0
Contactually, by Compass
9.7

Marketing Automation

ADAPTcrm
8.0
Contactually, by Compass
9.7
Lead management
ADAPTcrm
8.0
Contactually, by Compass
9.8
Email marketing
ADAPTcrm
8.0
Contactually, by Compass
9.5

CRM Project Management

ADAPTcrm
8.0
Contactually, by Compass
6.3
Task management
ADAPTcrm
9.0
Contactually, by Compass
7.0
Billing and invoicing management
ADAPTcrm
8.0
Contactually, by Compass
5.0
Reporting
ADAPTcrm
7.0
Contactually, by Compass
7.0

CRM Reporting & Analytics

ADAPTcrm
7.3
Contactually, by Compass
7.0
Forecasting
ADAPTcrm
7.0
Contactually, by Compass
7.0
Pipeline visualization
ADAPTcrm
8.0
Contactually, by Compass
7.0
Customizable reports
ADAPTcrm
7.0
Contactually, by Compass
7.0

Customization

ADAPTcrm
6.3
Contactually, by Compass
7.0
Custom fields
ADAPTcrm
6.0
Contactually, by Compass
7.0
Custom objects
ADAPTcrm
6.0
Contactually, by Compass
7.0
Scripting environment
ADAPTcrm
7.0
Contactually, by Compass
7.0
API for custom integration
ADAPTcrm
6.0
Contactually, by Compass
7.0

Security

ADAPTcrm
7.0
Contactually, by Compass
7.5
Single sign-on capability
ADAPTcrm
7.0
Contactually, by Compass
9.0
Role-based user permissions
ADAPTcrm
7.0
Contactually, by Compass
6.0

Social CRM

ADAPTcrm
7.5
Contactually, by Compass
8.4
Social data
ADAPTcrm
8.0
Contactually, by Compass
9.8
Social engagement
ADAPTcrm
7.0
Contactually, by Compass
7.0

Integrations with 3rd-party Software

ADAPTcrm
8.0
Contactually, by Compass
9.8
Marketing automation
ADAPTcrm
8.0
Contactually, by Compass
9.8

Platform

ADAPTcrm
Contactually, by Compass
9.3
Mobile access
ADAPTcrm
Contactually, by Compass
9.3

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

Contactually, by Compass

  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
Anonymous | 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

Contactually, by Compass

  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Leilani Chin | TrustRadius Reviewer

Likelihood to Renew

ADAPTcrm

No score
No answers yet
No answers on this topic

Contactually, by Compass

Contactually, by Compass 1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
Anonymous | TrustRadius Reviewer

Usability

ADAPTcrm

No score
No answers yet
No answers on this topic

Contactually, by Compass

Contactually, by Compass 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
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

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | 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

Contactually, by Compass

  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
Sabrina Marshall-Wojtewicz | TrustRadius Reviewer

Pricing Details

ADAPTcrm

General

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

Contactually, by Compass

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

ADAPTcrm
8.0
Contactually, by Compass
9.0

Likelihood to Renew

ADAPTcrm
Contactually, by Compass
1.0

Usability

ADAPTcrm
Contactually, by Compass
7.0

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