What users are saying about
21 Ratings
21 Ratings
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Score 8.5 out of 100
6 Ratings
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Score 8.3 out of 100

Feature Set Ratings

    Sales Force Automation

    8.9

    ADAPTcrm

    89%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    ADAPTcrm ranks higher in 9/9 features

    Customer data management / contact management

    8.6
    86%
    3 Ratings
    N/A
    0 Ratings

    Workflow management

    9.6
    96%
    3 Ratings
    N/A
    0 Ratings

    Territory management

    8.6
    86%
    3 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.6
    86%
    3 Ratings
    N/A
    0 Ratings

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

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Contract management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Quote & order management

    9.6
    96%
    3 Ratings
    N/A
    0 Ratings

    Interaction tracking

    8.1
    81%
    3 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    9.2

    ADAPTcrm

    92%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    ADAPTcrm ranks higher in 3/3 features

    Case management

    9.6
    96%
    3 Ratings
    N/A
    0 Ratings

    Call center management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Help desk management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.8

    ADAPTcrm

    88%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    ADAPTcrm ranks higher in 2/2 features

    Lead management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Email marketing

    8.6
    86%
    3 Ratings
    N/A
    0 Ratings

    CRM Project Management

    9.0

    ADAPTcrm

    90%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    ADAPTcrm ranks higher in 3/3 features

    Task management

    9.6
    96%
    3 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    8.6
    86%
    3 Ratings
    N/A
    0 Ratings

    Reporting

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.0

    ADAPTcrm

    90%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    ADAPTcrm ranks higher in 3/3 features

    Forecasting

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    8.6
    86%
    3 Ratings
    N/A
    0 Ratings

    Customizable reports

    9.6
    96%
    3 Ratings
    N/A
    0 Ratings

    Customization

    8.6

    ADAPTcrm

    86%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    ADAPTcrm ranks higher in 4/4 features

    Custom fields

    8.6
    86%
    3 Ratings
    N/A
    0 Ratings

    Custom objects

    8.1
    81%
    3 Ratings
    N/A
    0 Ratings

    Scripting environment

    8.6
    86%
    3 Ratings
    N/A
    0 Ratings

    API for custom integration

    9.0
    90%
    2 Ratings
    N/A
    0 Ratings

    Security

    8.8

    ADAPTcrm

    88%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    ADAPTcrm ranks higher in 2/2 features

    Single sign-on capability

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.7
    87%
    3 Ratings
    N/A
    0 Ratings

    Social CRM

    8.6

    ADAPTcrm

    86%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    ADAPTcrm ranks higher in 2/2 features

    Social data

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Social engagement

    8.1
    81%
    3 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    8.8

    ADAPTcrm

    88%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    ADAPTcrm ranks higher in 2/2 features

    Marketing automation

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Compensation management

    8.6
    86%
    2 Ratings
    N/A
    0 Ratings

    Platform

    8.6

    ADAPTcrm

    86%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    ADAPTcrm ranks higher in 1/1 features

    Mobile access

    8.6
    86%
    2 Ratings
    N/A
    0 Ratings

    Project Management

    ADAPTcrm

    Feature Set Not Supported
    N/A
    4.7

    Deltek WorkBook

    47%
    Deltek WorkBook ranks higher in 14/14 features

    Task Management

    N/A
    0 Ratings
    4.0
    40%
    3 Ratings

    Resource Management

    N/A
    0 Ratings
    6.0
    60%
    3 Ratings

    Gantt Charts

    N/A
    0 Ratings
    4.0
    40%
    3 Ratings

    Scheduling

    N/A
    0 Ratings
    2.1
    21%
    3 Ratings

    Workflow Automation

    N/A
    0 Ratings
    2.0
    20%
    3 Ratings

    Team Collaboration

    N/A
    0 Ratings
    7.0
    70%
    3 Ratings

    Support for Agile Methodology

    N/A
    0 Ratings
    3.0
    30%
    2 Ratings

    Support for Waterfall Methodology

    N/A
    0 Ratings
    3.0
    30%
    2 Ratings

    Document Management

    N/A
    0 Ratings
    2.0
    20%
    3 Ratings

    Email integration

    N/A
    0 Ratings
    3.0
    30%
    3 Ratings

    Mobile Access

    N/A
    0 Ratings
    5.0
    50%
    3 Ratings

    Timesheet Tracking

    N/A
    0 Ratings
    10.0
    100%
    3 Ratings

    Change request and Case Management

    N/A
    0 Ratings
    4.0
    40%
    2 Ratings

    Budget and Expense Management

    N/A
    0 Ratings
    10.0
    100%
    2 Ratings

    Professional Services Automation

    ADAPTcrm

    Feature Set Not Supported
    N/A
    9.0

    Deltek WorkBook

    90%
    Deltek WorkBook ranks higher in 4/4 features

    Quotes/estimates

    N/A
    0 Ratings
    10.0
    100%
    3 Ratings

    Invoicing

    N/A
    0 Ratings
    8.0
    80%
    3 Ratings

    Project & financial reporting

    N/A
    0 Ratings
    8.0
    80%
    3 Ratings

    Integration with accounting software

    N/A
    0 Ratings
    10.0
    100%
    3 Ratings

    Attribute Ratings

    • ADAPTcrm is rated higher in 1 area: Likelihood to Recommend
    • ADAPTcrm and Deltek WorkBook are tied in 2 areas: Usability, Support Rating

    Likelihood to Recommend

    9.0

    ADAPTcrm

    90%
    3 Ratings
    8.0

    Deltek WorkBook

    80%
    3 Ratings

    Usability

    9.0

    ADAPTcrm

    90%
    2 Ratings
    9.0

    Deltek WorkBook

    90%
    1 Rating

    Support Rating

    9.0

    ADAPTcrm

    90%
    2 Ratings
    9.0

    Deltek WorkBook

    90%
    1 Rating

    Likelihood to Recommend

    ADAPT Software Applications, Inc.

    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.
    Read full review

    Deltek, Inc.

    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.
    Read full review

    Pros

    ADAPT Software Applications, Inc.

    • 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.
    Read full review

    Deltek, Inc.

    • 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
    Read full review

    Cons

    ADAPT Software Applications, Inc.

    • Sometimes in the middle of work, it logs us out and it needs to be fixed as it is annoying.
    Read full review

    Deltek, Inc.

    • 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.
    Read full review

    Pricing Details

    ADAPTcrm

    Starting Price

    $0

    Editions & Modules

    ADAPTcrm editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Deltek WorkBook

      Starting Price

      Editions & Modules

      Deltek WorkBook editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        Required $19

        Additional Details

        BASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.

        Usability

        ADAPT Software Applications, Inc.

        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.
        Read full review

        Deltek, Inc.

        Gets the job done, just not the sexiest.
        Read full review

        Support Rating

        ADAPT Software Applications, Inc.

        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.
        Read full review

        Deltek, Inc.

        Great implementation support, but haven't had many questions since.
        Read full review

        Alternatives Considered

        ADAPT Software Applications, Inc.

        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.
        Read full review

        Deltek, Inc.

        Timelog, e-conomic project module and podio
        Read full review

        Return on Investment

        ADAPT Software Applications, Inc.

        • 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.
        Read full review

        Deltek, Inc.

        • 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.
        Read full review

        Screenshots

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