What users are saying about
23 Ratings
23 Ratings
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Score 8.7 out of 100
4 Ratings
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Score 7 out of 100

Likelihood to Recommend

ADAPTcrm

We have been using Adapt for almost a year or more and it is the best CRM solution and has helped us in saving our time and also in finding various contacts from our LinkedIn connections. It enabled us to grow our network by connecting us to the market for our products. when it comes to its price its subscription rate is quite high and it gets buggy sometimes.
Diana Richerdson | TrustRadius Reviewer

Deltek WorkBook

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
Christopher Fritz | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

ADAPTcrm
8.8
Deltek WorkBook
Customer data management / contact management
ADAPTcrm
8.5
Deltek WorkBook
Workflow management
ADAPTcrm
9.5
Deltek WorkBook
Territory management
ADAPTcrm
8.5
Deltek WorkBook
Opportunity management
ADAPTcrm
8.5
Deltek WorkBook
Integration with email client (e.g., Outlook or Gmail)
ADAPTcrm
9.0
Deltek WorkBook
Contract management
ADAPTcrm
9.0
Deltek WorkBook
Quote & order management
ADAPTcrm
9.5
Deltek WorkBook
Interaction tracking
ADAPTcrm
8.0
Deltek WorkBook
Channel / partner relationship management
ADAPTcrm
9.0
Deltek WorkBook

Customer Service & Support

ADAPTcrm
9.2
Deltek WorkBook
Case management
ADAPTcrm
9.5
Deltek WorkBook
Call center management
ADAPTcrm
9.0
Deltek WorkBook
Help desk management
ADAPTcrm
9.0
Deltek WorkBook

Marketing Automation

ADAPTcrm
8.7
Deltek WorkBook
Lead management
ADAPTcrm
9.0
Deltek WorkBook
Email marketing
ADAPTcrm
8.5
Deltek WorkBook

CRM Project Management

ADAPTcrm
9.0
Deltek WorkBook
Task management
ADAPTcrm
9.5
Deltek WorkBook
Billing and invoicing management
ADAPTcrm
8.5
Deltek WorkBook
Reporting
ADAPTcrm
9.0
Deltek WorkBook

CRM Reporting & Analytics

ADAPTcrm
9.0
Deltek WorkBook
Forecasting
ADAPTcrm
9.0
Deltek WorkBook
Pipeline visualization
ADAPTcrm
8.5
Deltek WorkBook
Customizable reports
ADAPTcrm
9.5
Deltek WorkBook

Customization

ADAPTcrm
8.5
Deltek WorkBook
Custom fields
ADAPTcrm
8.5
Deltek WorkBook
Custom objects
ADAPTcrm
8.0
Deltek WorkBook
Scripting environment
ADAPTcrm
8.5
Deltek WorkBook
API for custom integration
ADAPTcrm
9.0
Deltek WorkBook

Security

ADAPTcrm
8.7
Deltek WorkBook
Single sign-on capability
ADAPTcrm
9.0
Deltek WorkBook
Role-based user permissions
ADAPTcrm
8.5
Deltek WorkBook

Social CRM

ADAPTcrm
8.5
Deltek WorkBook
Social data
ADAPTcrm
9.0
Deltek WorkBook
Social engagement
ADAPTcrm
8.0
Deltek WorkBook

Integrations with 3rd-party Software

ADAPTcrm
8.7
Deltek WorkBook
Marketing automation
ADAPTcrm
9.0
Deltek WorkBook
Compensation management
ADAPTcrm
8.5
Deltek WorkBook

Platform

ADAPTcrm
8.5
Deltek WorkBook
Mobile access
ADAPTcrm
8.5
Deltek WorkBook

Project Management

ADAPTcrm
Deltek WorkBook
7.7
Task Management
ADAPTcrm
Deltek WorkBook
8.0
Resource Management
ADAPTcrm
Deltek WorkBook
9.0
Gantt Charts
ADAPTcrm
Deltek WorkBook
9.0
Scheduling
ADAPTcrm
Deltek WorkBook
9.0
Workflow Automation
ADAPTcrm
Deltek WorkBook
6.0
Team Collaboration
ADAPTcrm
Deltek WorkBook
6.0
Support for Agile Methodology
ADAPTcrm
Deltek WorkBook
10.0
Support for Waterfall Methodology
ADAPTcrm
Deltek WorkBook
10.0
Document Management
ADAPTcrm
Deltek WorkBook
6.0
Email integration
ADAPTcrm
Deltek WorkBook
6.0
Mobile Access
ADAPTcrm
Deltek WorkBook
4.0
Timesheet Tracking
ADAPTcrm
Deltek WorkBook
7.0
Change request and Case Management
ADAPTcrm
Deltek WorkBook
10.0
Budget and Expense Management
ADAPTcrm
Deltek WorkBook
8.0

Professional Services Automation

ADAPTcrm
Deltek WorkBook
6.0
Quotes/estimates
ADAPTcrm
Deltek WorkBook
5.0
Invoicing
ADAPTcrm
Deltek WorkBook
6.0
Project & financial reporting
ADAPTcrm
Deltek WorkBook
6.0
Integration with accounting software
ADAPTcrm
Deltek WorkBook
7.0

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

Deltek WorkBook

  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis | TrustRadius Reviewer

Cons

ADAPTcrm

  • Sometimes in the middle of work, it logs us out and it needs to be fixed as it is annoying.
Isabella Grace | TrustRadius Reviewer

Deltek WorkBook

  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
Christopher Fritz | TrustRadius Reviewer

Usability

ADAPTcrm

ADAPTcrm 9.0
Based on 2 answers
Adapt CRM is the perfect tool for everyone looking for the solution to manage customer relations. It has proved itself as a time saver and we can focus on other parts of our organization too without any compromise on our customer relations. It has many features for customization. Additionally, its customer service is so good and helpful and unlike other software of this kind, we have found it quite user-friendly.
Diana Richerdson | TrustRadius Reviewer

Deltek WorkBook

No score
No answers yet
No answers on this topic

Support Rating

ADAPTcrm

ADAPTcrm 9.0
Based on 2 answers
CRM solutions are always meant to strengthen client relationships and ADAPTcrm has helped us in achieving one of our business objectives of strengthening our bond with our clients.
Isabella Grace | TrustRadius Reviewer

Deltek WorkBook

No score
No answers yet
No answers on this topic

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

Deltek WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis | TrustRadius Reviewer

Return on Investment

ADAPTcrm

  • It has resulted in growth of our company.
  • It has enabled to make more connections in market.
  • It has proved as a time saver for us.
  • Its cost has a major negative impact on us.
Diana Richerdson | TrustRadius Reviewer

Deltek WorkBook

  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.
Christopher Fritz | TrustRadius Reviewer

Screenshots

Pricing Details

ADAPTcrm

General

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

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

Rating Summary

Likelihood to Recommend

ADAPTcrm
9.0
Deltek WorkBook
7.0

Usability

ADAPTcrm
9.0
Deltek WorkBook

Support Rating

ADAPTcrm
9.0
Deltek WorkBook

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