ADAPTcrm vs. PlanPlus Online

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.

I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.

Incentivized

• 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.

Incentivized

• Weekly and Monthly Planner is very productive.
• Task Delegation and Pipeline Tracker are easy to use and efficient.
• Goal Planning helped us as well to identify our chances.

Incentivized

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

Incentivized

• When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
• The inability to make personalized the labels for our insurance terms.

Incentivized

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.

It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI

Incentivized

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.

Incentivized

There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.

Incentivized

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.

Incentivized

PlanPlus Online is much nicer than Salesforce and also much faster.

Incentivized

• 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.

• Better lead management
• Increased lead efficiencies with drip programs

Incentivized