What users are saying about
11 Ratings
Top Rated
28 Ratings
11 Ratings
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Score 5.6 out of 101
Top Rated
28 Ratings
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Score 8.6 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

Workbooks

Very well suited for lead management, the sales team can review and manage leads and opportunities through workbooks. It is also suitable for customer management, including support and linking support cases to customers. it also allows us to manage if customers have paid for support and then suspend or activate their accounts accordingly
David Carter profile photo

Feature Rating Comparison

Sales Force Automation

ADAPTcrm
7.2
Workbooks
7.7
Customer data management / contact management
ADAPTcrm
7.0
Workbooks
8.5
Workflow management
ADAPTcrm
6.0
Workbooks
8.2
Territory management
ADAPTcrm
6.0
Workbooks
7.7
Opportunity management
ADAPTcrm
7.0
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
ADAPTcrm
8.0
Workbooks
6.3
Contract management
ADAPTcrm
8.0
Workbooks
7.2
Quote & order management
ADAPTcrm
7.0
Workbooks
7.6
Interaction tracking
ADAPTcrm
8.0
Workbooks
6.4
Channel / partner relationship management
ADAPTcrm
8.0
Workbooks
8.4

Customer Service & Support

ADAPTcrm
7.3
Workbooks
6.3
Case management
ADAPTcrm
8.0
Workbooks
6.2
Call center management
ADAPTcrm
7.0
Workbooks
6.8
Help desk management
ADAPTcrm
7.0
Workbooks
5.8

Marketing Automation

ADAPTcrm
8.0
Workbooks
7.3
Lead management
ADAPTcrm
8.0
Workbooks
8.0
Email marketing
ADAPTcrm
8.0
Workbooks
6.6

CRM Project Management

ADAPTcrm
8.0
Workbooks
7.5
Task management
ADAPTcrm
9.0
Workbooks
7.7
Billing and invoicing management
ADAPTcrm
8.0
Workbooks
6.8
Reporting
ADAPTcrm
7.0
Workbooks
7.8

CRM Reporting & Analytics

ADAPTcrm
7.3
Workbooks
8.6
Forecasting
ADAPTcrm
7.0
Workbooks
8.2
Pipeline visualization
ADAPTcrm
8.0
Workbooks
8.8
Customizable reports
ADAPTcrm
7.0
Workbooks
8.8

Customization

ADAPTcrm
6.3
Workbooks
7.8
Custom fields
ADAPTcrm
6.0
Workbooks
8.4
Custom objects
ADAPTcrm
6.0
Workbooks
7.6
Scripting environment
ADAPTcrm
7.0
Workbooks
7.5
API for custom integration
ADAPTcrm
6.0
Workbooks
7.5

Security

ADAPTcrm
7.0
Workbooks
7.5
Single sign-on capability
ADAPTcrm
7.0
Workbooks
7.0
Role-based user permissions
ADAPTcrm
7.0
Workbooks
8.0

Social CRM

ADAPTcrm
7.5
Workbooks
6.6
Social data
ADAPTcrm
8.0
Workbooks
6.0
Social engagement
ADAPTcrm
7.0
Workbooks
7.3

Integrations with 3rd-party Software

ADAPTcrm
8.0
Workbooks
6.8
Marketing automation
ADAPTcrm
8.0
Workbooks
6.7
Compensation management
ADAPTcrm
Workbooks
7.0

Platform

ADAPTcrm
Workbooks
4.3
Mobile access
ADAPTcrm
Workbooks
4.3

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
  • Great flexibility. The system is very flexible and you are able to setup reports and manage screens in the way you wish, adding custom fields and hiding any information deemed not important enough. user access levels can be used lock down various parts of the system
  • Great support team and very helpful when doing our own custom integrations
  • Excellent for lead management and reporting on opportunities that we can then pass onto the sales team
  • Easy to use, the interface looks clean and modern and its simple to find your way around
David Carter 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
  • Searching for names can be slow.
  • Workbooks is a complex system and can take a little while to master.
  • Managing multiple user types can be tricky to get the right security access.
Michael Carey profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Workbooks8.5
Based on 7 answers
Because our overall business increased our hold on the processes expanded and our data gives us a clear view on or direction. It's everything we wanted for our business development. We have a clear view on our primary focus etc. People enjoy working with the system and new employees pick up on it's functionality quickly.
Martijn Daalder profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
Workbooks9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman profile photo

Online Training

No score
No answers yet
No answers on this topic
Workbooks6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA 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've only used SugarCRM, Workbooks is a much more sophisticated product. A huge step in the right direction and the company are much better organized now, all across the board. The reporting, lead and support management are much more reliable for our business. We can do a lot more with Workbooks including the API's.
Michael Carey 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
  • Our team is better managed and performing better as a result.
  • Customers have also seen an improvement in customer support as cases are logged and tracked.
Michael Carey profile photo

Pricing Details

ADAPTcrm

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

Workbooks

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Workbooks Editions & Modules
Workbooks
Edition
Workbooks CRM Edition
$301
Workbooks Business Edition
$701
1. per user/per month
Additional Pricing Details