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 If you are a small service-based business owner looking for a CRM to automate your customer journey then this is for you. This platform is very customizable and can be really powerful once you set it up fully. This is like putting puzzle pieces together. First you need to setup all the pieces like scheduler, lead capture form, proposal, packages, invoices, contract and then setup the workflow automation. It will be helpful if you map your process in a mind-mapping tool first so it’s easy to see on high level what you need accomplished. This platform is not suitable for big companies or SaaS industry because the tagging system is not robust.
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 Invoicing & expense reporting all in one place! I don't have to spend hours poring over my bank account transactions to find my biz expenses anymore! The built-in call scheduler is awesome! I can create various appointment schedulers with multiple availabilities, and collect payments right up front, too! Dubsado also has a sweet Client Portal where my clients can login and see all their activity with me at a glance. 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 the task list feature is very basic the UI is a little clunky more integrations with other software such as Clickup Read full review Likelihood to Renew ADAPT Software Applications, Inc.
There are some similar programs out there that are offering ambassador accounts.
Read full review 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 There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform
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 The support with Dubsado is outstanding! Always so helpful, prompt to answer and always understands the issue. It always feels like I have talking to an actual person behind the scenes
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 Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease without needing to know how to code.
HoneyBook is not available for people outside USA & Canada. I haven’t used
17hats for a very long time but the user interface is pretty much the same
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 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 Read full review ScreenShots