What users are saying about
11 Ratings
5 Ratings
11 Ratings
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Score 5.6 out of 101
5 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.1 out of 101

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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 profile photo

vCita

vCita is very well suited for managing communications with clients.
Josh Randall profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

ADAPTcrm
7.3
vCita
Case management
ADAPTcrm
8.0
vCita
Call center management
ADAPTcrm
7.0
vCita
Help desk management
ADAPTcrm
7.0
vCita

Marketing Automation

ADAPTcrm
8.0
vCita
8.0
Lead management
ADAPTcrm
8.0
vCita
Email marketing
ADAPTcrm
8.0
vCita
8.0

CRM Project Management

ADAPTcrm
8.0
vCita
9.0
Task management
ADAPTcrm
9.0
vCita
Billing and invoicing management
ADAPTcrm
8.0
vCita
10.0
Reporting
ADAPTcrm
7.0
vCita
8.0

CRM Reporting & Analytics

ADAPTcrm
7.3
vCita
Forecasting
ADAPTcrm
7.0
vCita
Pipeline visualization
ADAPTcrm
8.0
vCita
Customizable reports
ADAPTcrm
7.0
vCita

Customization

ADAPTcrm
6.3
vCita
3.7
Custom fields
ADAPTcrm
6.0
vCita
6.3
Custom objects
ADAPTcrm
6.0
vCita
Scripting environment
ADAPTcrm
7.0
vCita
API for custom integration
ADAPTcrm
6.0
vCita
1.0

Security

ADAPTcrm
7.0
vCita
7.0
Single sign-on capability
ADAPTcrm
7.0
vCita
Role-based user permissions
ADAPTcrm
7.0
vCita
7.0

Social CRM

ADAPTcrm
7.5
vCita
Social data
ADAPTcrm
8.0
vCita
Social engagement
ADAPTcrm
7.0
vCita

Integrations with 3rd-party Software

ADAPTcrm
8.0
vCita
Marketing automation
ADAPTcrm
8.0
vCita

Platform

ADAPTcrm
vCita
9.5
Mobile access
ADAPTcrm
vCita
9.5

Pros

  • 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 profile photo
  • Very easy implementation of a contact/scheduling widget.
  • Allows for scheduling of appointments with clients. The setup is easy and the allotted times can be changed as needed. Easy for the client to use as well.
  • Managing communication between individual clients is easy as well.
Josh Randall profile photo

Cons

  • 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 profile photo
  • I would like more visual customization for the invoice
  • I would like to customize the booking pages whenever a link is sent out or the page is embedded on the company website
  • I would like all payments to be attached to a particular job instead of showing as just a payment for a customer
Christopher Cater profile photo

Alternatives Considered

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 profile photo
I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
Christopher Cater profile photo

Return on Investment

  • 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 profile photo
  • The software allows easier payments for my company
  • I wish the reporting were better but offers a basic overview of finances
  • The ability to track previous work is very important to me
Christopher Cater profile photo

Pricing Details

ADAPTcrm

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

vCita

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