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12 Ratings
4 Ratings
12 Ratings
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Score 5.9 out of 101
4 Ratings
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Score 8.2 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

WorkBook

For project companies with management needs and normally companies with more than 5-10 employees. For all project companies within marketing, architecture, audit, it supports, engineers and other professional services
Frants E. Moraitis profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

ADAPTcrm
8.0
WorkBook
Lead management
ADAPTcrm
8.0
WorkBook
Email marketing
ADAPTcrm
8.0
WorkBook

CRM Project Management

ADAPTcrm
8.0
WorkBook
Task management
ADAPTcrm
9.0
WorkBook
Billing and invoicing management
ADAPTcrm
8.0
WorkBook
Reporting
ADAPTcrm
7.0
WorkBook

CRM Reporting & Analytics

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

Customization

ADAPTcrm
6.3
WorkBook
Custom fields
ADAPTcrm
6.0
WorkBook
Custom objects
ADAPTcrm
6.0
WorkBook
Scripting environment
ADAPTcrm
7.0
WorkBook
API for custom integration
ADAPTcrm
6.0
WorkBook

Security

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

Social CRM

ADAPTcrm
7.5
WorkBook
Social data
ADAPTcrm
8.0
WorkBook
Social engagement
ADAPTcrm
7.0
WorkBook

Integrations with 3rd-party Software

ADAPTcrm
8.0
WorkBook
Marketing automation
ADAPTcrm
8.0
WorkBook

Project Management

ADAPTcrm
WorkBook
9.4
Task Management
ADAPTcrm
WorkBook
10.0
Resource Management
ADAPTcrm
WorkBook
10.0
Gantt Charts
ADAPTcrm
WorkBook
10.0
Scheduling
ADAPTcrm
WorkBook
9.0
Workflow Automation
ADAPTcrm
WorkBook
9.0
Team Collaboration
ADAPTcrm
WorkBook
9.0
Support for Agile Methodology
ADAPTcrm
WorkBook
10.0
Support for Waterfall Methodology
ADAPTcrm
WorkBook
10.0
Document Management
ADAPTcrm
WorkBook
9.0
Email integration
ADAPTcrm
WorkBook
9.0
Mobile Access
ADAPTcrm
WorkBook
8.0
Timesheet Tracking
ADAPTcrm
WorkBook
10.0
Change request and Case Management
ADAPTcrm
WorkBook
10.0
Budget and Expense Management
ADAPTcrm
WorkBook
8.0

Professional Services Automation

ADAPTcrm
WorkBook
9.5
Quotes/estimates
ADAPTcrm
WorkBook
10.0
Invoicing
ADAPTcrm
WorkBook
9.0
Project & financial reporting
ADAPTcrm
WorkBook
9.0
Integration with accounting software
ADAPTcrm
WorkBook
10.0

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
  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis 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
  • Lot of options - Demands training of the users before they can use if fully
Frants E. Moraitis 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
Timelog, e-conomic project module and podio
Frants E. Moraitis 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
  • Faster month end finance closing
  • Stronger control of project contribution margin
  • Higher quality of our project management
  • 1 system for CRM, finance and project management gives a higher workflow quality
Frants E. Moraitis profile photo

Screenshots

Pricing Details

ADAPTcrm

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

WorkBook

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*
1.  per month
Additional Pricing Details
BASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.