What users are saying about
14 Ratings
1 Ratings
14 Ratings
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Score 7.3 out of 100
1 Ratings
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Score 9 out of 100

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 | TrustRadius Reviewer

IRIS CRM

The cost is a little higher than other CRM software options, so IRIS CRM is better suited for larger organizations. It is great when multiple departments and functions are accessing sales data, as the software is fairly comprehensive in retention of sales related data. It is also great for generation of processing stats and simple reports. Calculation of rolling opportunities data is made easy. It is less appropriate for smaller sized companies with many novice users looking for high levels of customization. The software is highly capable, but the company isn't as well established as some others so some custom features can take time to implement.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

ADAPTcrm
7.2
IRIS CRM
9.1
Customer data management / contact management
ADAPTcrm
7.0
IRIS CRM
10.0
Workflow management
ADAPTcrm
6.0
IRIS CRM
10.0
Territory management
ADAPTcrm
6.0
IRIS CRM
9.0
Opportunity management
ADAPTcrm
7.0
IRIS CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
ADAPTcrm
8.0
IRIS CRM
8.0
Contract management
ADAPTcrm
8.0
IRIS CRM
9.0
Quote & order management
ADAPTcrm
7.0
IRIS CRM
9.0
Interaction tracking
ADAPTcrm
8.0
IRIS CRM
8.0
Channel / partner relationship management
ADAPTcrm
8.0
IRIS CRM
9.0

Customer Service & Support

ADAPTcrm
7.3
IRIS CRM
9.0
Case management
ADAPTcrm
8.0
IRIS CRM
9.0
Call center management
ADAPTcrm
7.0
IRIS CRM
Help desk management
ADAPTcrm
7.0
IRIS CRM
9.0

Marketing Automation

ADAPTcrm
8.0
IRIS CRM
8.0
Lead management
ADAPTcrm
8.0
IRIS CRM
8.0
Email marketing
ADAPTcrm
8.0
IRIS CRM

CRM Project Management

ADAPTcrm
8.0
IRIS CRM
9.7
Task management
ADAPTcrm
9.0
IRIS CRM
9.0
Billing and invoicing management
ADAPTcrm
8.0
IRIS CRM
10.0
Reporting
ADAPTcrm
7.0
IRIS CRM
10.0

CRM Reporting & Analytics

ADAPTcrm
7.3
IRIS CRM
9.3
Forecasting
ADAPTcrm
7.0
IRIS CRM
10.0
Pipeline visualization
ADAPTcrm
8.0
IRIS CRM
10.0
Customizable reports
ADAPTcrm
7.0
IRIS CRM
8.0

Customization

ADAPTcrm
6.3
IRIS CRM
8.5
Custom fields
ADAPTcrm
6.0
IRIS CRM
8.0
Custom objects
ADAPTcrm
6.0
IRIS CRM
8.0
Scripting environment
ADAPTcrm
7.0
IRIS CRM
9.0
API for custom integration
ADAPTcrm
6.0
IRIS CRM
9.0

Security

ADAPTcrm
7.0
IRIS CRM
9.5
Single sign-on capability
ADAPTcrm
7.0
IRIS CRM
10.0
Role-based user permissions
ADAPTcrm
7.0
IRIS CRM
9.0

Social CRM

ADAPTcrm
7.5
IRIS CRM
Social data
ADAPTcrm
8.0
IRIS CRM
Social engagement
ADAPTcrm
7.0
IRIS CRM

Integrations with 3rd-party Software

ADAPTcrm
8.0
IRIS CRM
Marketing automation
ADAPTcrm
8.0
IRIS CRM

Platform

ADAPTcrm
IRIS CRM
9.0
Mobile access
ADAPTcrm
IRIS CRM
9.0

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

IRIS CRM

  • Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
  • Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
  • Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.
Anonymous | TrustRadius Reviewer

Cons

ADAPTcrm

  • 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 | TrustRadius Reviewer

IRIS CRM

  • Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
  • Workflow customization is not easy for all users and can require some coding skills on the back end.
  • Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.
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

IRIS CRM

No answers on this topic

Return on Investment

ADAPTcrm

  • 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 | TrustRadius Reviewer

IRIS CRM

  • The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
  • The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
  • Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.
Anonymous | TrustRadius Reviewer

Pricing Details

ADAPTcrm

General

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

IRIS CRM

General

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

Rating Summary

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