What users are saying about
11 Ratings
11 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 5.6 out of 101
1 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7 out of 101

Add comparison

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

Contactability

Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.
Claude Phan profile photo

Feature Rating Comparison

Sales Force Automation

ADAPTcrm
7.2
Contactability
6.3
Customer data management / contact management
ADAPTcrm
7.0
Contactability
6.0
Workflow management
ADAPTcrm
6.0
Contactability
7.0
Territory management
ADAPTcrm
6.0
Contactability
7.0
Opportunity management
ADAPTcrm
7.0
Contactability
7.0
Integration with email client (e.g., Outlook or Gmail)
ADAPTcrm
8.0
Contactability
6.0
Contract management
ADAPTcrm
8.0
Contactability
5.0
Quote & order management
ADAPTcrm
7.0
Contactability
6.0
Interaction tracking
ADAPTcrm
8.0
Contactability
7.0
Channel / partner relationship management
ADAPTcrm
8.0
Contactability
6.0

Customer Service & Support

ADAPTcrm
7.3
Contactability
4.3
Case management
ADAPTcrm
8.0
Contactability
4.0
Call center management
ADAPTcrm
7.0
Contactability
5.0
Help desk management
ADAPTcrm
7.0
Contactability
4.0

Marketing Automation

ADAPTcrm
8.0
Contactability
6.0
Lead management
ADAPTcrm
8.0
Contactability
6.0
Email marketing
ADAPTcrm
8.0
Contactability
6.0

CRM Project Management

ADAPTcrm
8.0
Contactability
6.7
Task management
ADAPTcrm
9.0
Contactability
6.0
Billing and invoicing management
ADAPTcrm
8.0
Contactability
7.0
Reporting
ADAPTcrm
7.0
Contactability
7.0

CRM Reporting & Analytics

ADAPTcrm
7.3
Contactability
6.3
Forecasting
ADAPTcrm
7.0
Contactability
6.0
Pipeline visualization
ADAPTcrm
8.0
Contactability
7.0
Customizable reports
ADAPTcrm
7.0
Contactability
6.0

Customization

ADAPTcrm
6.3
Contactability
7.0
Custom fields
ADAPTcrm
6.0
Contactability
7.0
Custom objects
ADAPTcrm
6.0
Contactability
8.0
Scripting environment
ADAPTcrm
7.0
Contactability
6.0
API for custom integration
ADAPTcrm
6.0
Contactability

Security

ADAPTcrm
7.0
Contactability
6.5
Single sign-on capability
ADAPTcrm
7.0
Contactability
7.0
Role-based user permissions
ADAPTcrm
7.0
Contactability
6.0

Social CRM

ADAPTcrm
7.5
Contactability
7.0
Social data
ADAPTcrm
8.0
Contactability
6.0
Social engagement
ADAPTcrm
7.0
Contactability
8.0

Integrations with 3rd-party Software

ADAPTcrm
8.0
Contactability
7.0
Marketing automation
ADAPTcrm
8.0
Contactability
6.0
Compensation management
ADAPTcrm
Contactability
8.0

Platform

ADAPTcrm
Contactability
6.0
Mobile access
ADAPTcrm
Contactability
6.0

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
  • The software reporting system is really clean and works well and they are good at sending you leads.
  • Their customer service is also willing to work with you and they really tried to help me improve our ROI.
  • Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically.
Claude Phan 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
  • Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number.
  • The software training videos were confusing to non technical users.
  • We encountered bugs with the use of Windows 10. Some of the futures were bugged.
Claude Phan 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
Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than Insightly.
Claude Phan 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
  • We got our people to become more open minded in trying new software and exploring options for automation.
  • Users got discouraged when the software did not work as it was supposed to and customer service was not there too help.
  • Once used correctly, we did have a large increase in the number of new clients that our office handled.
Claude Phan profile photo

Pricing Details

ADAPTcrm

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

Contactability

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