Likelihood to Recommend ADAPT Software Applications, Inc.
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.
Read full review prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.
Read full review Pros ADAPT Software Applications, Inc.
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. Read full review It's very flexible. You can add custom fields easily and create/update workflows and activities quickly. The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities. Emails attached to an activity are easily viewed and housed within the activity on a separate tab. Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly. Read full review Cons ADAPT Software Applications, Inc.
Sometimes in the middle of work, it logs us out and it needs to be fixed as it is annoying. Read full review Training for new employees and follow up for all employees. Importing into agency management system is several steps. Not all information on prospects is given, although most have adequate information. Read full review Usability ADAPT Software Applications, Inc.
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.
Read full review Support Rating ADAPT Software Applications, Inc.
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.
Read full review The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
Read full review Alternatives Considered ADAPT Software Applications, Inc.
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.
Read full review We moved from BrokerageBuilder (BKB) to
Epic in June 2019.
Epic pros over BKB: You can use
Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In
Epic , you can drag and drop emails and documents to clients, policies, and activities.
Epic has an auto-save feature. Reporting in
Epic is better.
Epic cons compared to BKB: The design aesthetic of
Epic is not as nice as BKB. Navigating
Epic is clunky—everything is in multiple layers.
Epic is less flexible for custom fields.
Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
Read full review Return on Investment ADAPT Software Applications, Inc.
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. Read full review Sales team reluctant to use. Initial training was fine but could use some follow-ups. ROI has not been measurable. Read full review ScreenShots Zywave Sales Cloud - Agency Management Screenshots