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.
If you're looking for a system to help you address accounting that's not suited for marketing agency structures, this is the right tool. It is a bit cumbersome, but it has streamlined our reporting, billing, estimating, and tracking. As for project management, it's great that it integrates with the estimating and finances, but it's just not enjoyable to use. The interface is clunky. So if project management is your main criteria, I'd choose something else. We would never use it to collaborate with clients either because I'd be afraid of making them frustrated by the tool, so we use Basecamp to do that.
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.
The Platinum version has a particularly robust time tracking system, down to a 'timer' function that can be critical for an agency like mine where you want to be accountable for billing a client arruately
The ability to make projects available only to those who are permitted to assign their time to it has apparently been very helpful during our revenue reconciliation meetings where time incurred is reviewed against scope
The mobile app, while I still feel needs some work, is pretty handy for a quick calendar check if I'm in a client meeting and cannot utilize my browser to get information
WMJ's interface is dated. Despite an html5 driven "sheets"-based interface, it takes a lot of time and effort to manage the interface, which could be streamlined considerably. On a UX/UI scale of 1 to 10, with 10 being the best, WMJ would earn a 6 from me.
Despite the amount of documentation available, there is a distinct lack of clarity in that documentation, and it doesn't fully cover everything you would expect. Branching thoughts, for instance, are not addressed. Additionally, because there are two editions of the software online, there are two support sites that aren't sequestered. So information from both commingles, creating confusion.
Support is available on an email and phone basis. They strongly encourage you to use email, however, and they are resistant to phone time. This is likely because the support staff is limited in number, but has a great depth of knowledge. If you want immediate phone support, however, YOU ARE OUT OF LUCK. You are placed in a queue and the odds of same-day help are low. For email, the response is usually within an hour, but when you are stuck with a configuration issue, or need to generate a report and don't know how to do something, waiting is not optimal. That said, the support team is TERRIFIC.
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.
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.
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.
Workamajig was definitely a lot easier to keep track of projects, timesheets, and out of office calendars all in one. ClickUp and Zoho were good for project management but JIG definitely has more to offer and it's a little easier to clean. Keeping track of campaigns is much easier in JIG as it assigns project numbers and task numbers to each assignment.
