What users are saying about
22 Ratings
21 Ratings
22 Ratings
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Score 8.7 out of 100
21 Ratings
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Score 9.3 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

Dubsado

I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.
Morgan Specht | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

ADAPTcrm
8.8
Dubsado
7.7
Customer data management / contact management
ADAPTcrm
8.5
Dubsado
8.6
Workflow management
ADAPTcrm
9.5
Dubsado
6.8
Territory management
ADAPTcrm
8.5
Dubsado
Opportunity management
ADAPTcrm
8.5
Dubsado
7.7
Integration with email client (e.g., Outlook or Gmail)
ADAPTcrm
9.0
Dubsado
8.1
Contract management
ADAPTcrm
9.0
Dubsado
9.5
Quote & order management
ADAPTcrm
9.5
Dubsado
9.4
Interaction tracking
ADAPTcrm
8.0
Dubsado
4.6
Channel / partner relationship management
ADAPTcrm
9.0
Dubsado
7.0

Customer Service & Support

ADAPTcrm
9.2
Dubsado
Case management
ADAPTcrm
9.5
Dubsado
Call center management
ADAPTcrm
9.0
Dubsado
Help desk management
ADAPTcrm
9.0
Dubsado

Marketing Automation

ADAPTcrm
8.7
Dubsado
6.9
Lead management
ADAPTcrm
9.0
Dubsado
6.9
Email marketing
ADAPTcrm
8.5
Dubsado

CRM Project Management

ADAPTcrm
9.0
Dubsado
7.4
Task management
ADAPTcrm
9.5
Dubsado
4.8
Billing and invoicing management
ADAPTcrm
8.5
Dubsado
8.9
Reporting
ADAPTcrm
9.0
Dubsado
8.4

CRM Reporting & Analytics

ADAPTcrm
9.0
Dubsado
5.7
Forecasting
ADAPTcrm
9.0
Dubsado
6.0
Pipeline visualization
ADAPTcrm
8.5
Dubsado
5.8
Customizable reports
ADAPTcrm
9.5
Dubsado
5.5

Customization

ADAPTcrm
8.5
Dubsado
5.2
Custom fields
ADAPTcrm
8.5
Dubsado
9.0
Custom objects
ADAPTcrm
8.0
Dubsado
9.0
Scripting environment
ADAPTcrm
8.5
Dubsado
1.0
API for custom integration
ADAPTcrm
9.0
Dubsado
1.7

Security

ADAPTcrm
8.7
Dubsado
6.1
Single sign-on capability
ADAPTcrm
9.0
Dubsado
5.0
Role-based user permissions
ADAPTcrm
8.5
Dubsado
7.2

Social CRM

ADAPTcrm
8.5
Dubsado
1.0
Social data
ADAPTcrm
9.0
Dubsado
1.0
Social engagement
ADAPTcrm
8.0
Dubsado
1.0

Integrations with 3rd-party Software

ADAPTcrm
8.7
Dubsado
1.0
Marketing automation
ADAPTcrm
9.0
Dubsado
1.0
Compensation management
ADAPTcrm
8.5
Dubsado
1.0

Platform

ADAPTcrm
8.5
Dubsado
1.0
Mobile access
ADAPTcrm
8.5
Dubsado
1.0

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

Dubsado

  • Invoicing: makes receiving payments easy for myself and clients
  • Forms: customizable and easy to set up
  • Email
Emilie Smith | 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

Dubsado

  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
🧁Mary BRANDT, M.A.🧁 | 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

Dubsado

Dubsado 8.0
Based on 1 answer
The time and effort to set up the account and all the packages and processes is quite a lot of work. I still haven't properly finished.Once set up though, it is very easy to use and automate processes to save time and energy.
Anonymous | TrustRadius Reviewer

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

Dubsado

Dubsado 9.0
Based on 1 answer
I have only used support once in the beginning, and they were extremely timely and didn't give up until a solution was reached. This was also during a weekend which was not expected.
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

Dubsado

Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. Combining the two has been a game changer for sure.
Heather Herring | 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

Dubsado

  • Clients are excited to hire me because my onboarding process is so professional
  • Easy of use makes collecting payment from clients easy
  • Streamlined process allows me to charge more for my services
Morgan Specht | TrustRadius Reviewer

Pricing Details

ADAPTcrm

General

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

ADAPTcrm Editions & Modules

Additional Pricing Details

Dubsado

General

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

Dubsado Editions & Modules

Edition
Monthly Plan$35.001
Yearly Plan$350.002
  1. Per Month [3 Users]
  2. Per Year [3 Users]
Additional Pricing Details
For Additional Users: 4-10 users $25.00 per month; 11-20 users $45.00 per month; 21-30 users $60.00 per month

Rating Summary

Likelihood to Recommend

ADAPTcrm
9.0
Dubsado
9.3

Usability

ADAPTcrm
9.0
Dubsado
8.0

Support Rating

ADAPTcrm
9.0
Dubsado
9.0

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