What users are saying about

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
206 Ratings
Top Rated
28 Ratings

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
206 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.7 out of 101
Top Rated
28 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.6 out of 101

Add comparison

Likelihood to Recommend

Adaptive Insights

It is very helpful for budgeting and reporting. I love how easy it is to automate reports and presentations. It can be more difficult to plan specific activities. It feels more high-level than activity-level. It shows totals rather than individual transactions (either past or future transactions).
Mark McConkie profile photo

Workbooks

As we have a relatively small pipeline, Workbooks works great for us as the whole team can see in real time which member is doing the best/worst. I would say if an organisation has a very large pipeline it may be much harder to keep track of this with Workbooks.
Adam Grieve profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Workbooks
Pixel Perfect reports
Adaptive Insights
9.0
Workbooks
Customizable dashboards
Adaptive Insights
10.0
Workbooks
Report Formatting Templates
Adaptive Insights
9.0
Workbooks

Ad-hoc Reporting

Adaptive Insights
8.0
Workbooks
Drill-down analysis
Adaptive Insights
9.0
Workbooks
Formatting capabilities
Adaptive Insights
7.0
Workbooks
Integration with R or other statistical packages
Adaptive Insights
8.0
Workbooks
Report sharing and collaboration
Adaptive Insights
8.0
Workbooks

Report Output and Scheduling

Adaptive Insights
8.0
Workbooks
Publish to PDF
Adaptive Insights
8.0
Workbooks
Report Versioning
Adaptive Insights
8.0
Workbooks
Report Delivery Scheduling
Adaptive Insights
8.0
Workbooks

Data Discovery and Visualization

Adaptive Insights
7.7
Workbooks
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
Workbooks
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
Workbooks
Predictive Analytics
Adaptive Insights
8.0
Workbooks

Access Control and Security

Adaptive Insights
9.0
Workbooks
Multi-User Support (named login)
Adaptive Insights
9.0
Workbooks
Role-Based Security Model
Adaptive Insights
9.0
Workbooks
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
Workbooks

Mobile Capabilities

Adaptive Insights
8.5
Workbooks
Responsive Design for Web Access
Adaptive Insights
8.0
Workbooks
Dedicated iOS Application
Adaptive Insights
8.0
Workbooks
Dedicated Android Application
Adaptive Insights
8.0
Workbooks
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
Workbooks

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
Workbooks
Long-term financial planning
Adaptive Insights
8.9
Workbooks
Financial budgeting
Adaptive Insights
8.8
Workbooks
Forecasting
Adaptive Insights
9.1
Workbooks
Scenario modeling
Adaptive Insights
8.2
Workbooks
Management reporting
Adaptive Insights
8.1
Workbooks

Consolidation and Close

Adaptive Insights
7.5
Workbooks
Financial data consolidation
Adaptive Insights
7.9
Workbooks
Journal entries and reports
Adaptive Insights
5.6
Workbooks
Multi-currency management
Adaptive Insights
7.6
Workbooks
Intercompany Eliminations
Adaptive Insights
7.5
Workbooks
Minority Ownership
Adaptive Insights
7.1
Workbooks
Local and consolidated reporting
Adaptive Insights
8.3
Workbooks
Detailed Audit Trails
Adaptive Insights
8.5
Workbooks

FInancial Reporting and Compliance

Adaptive Insights
8.3
Workbooks
Financial Statement Reporting
Adaptive Insights
9.0
Workbooks
Management Reporting
Adaptive Insights
8.6
Workbooks
Excel-based Reporting
Adaptive Insights
8.4
Workbooks
Automated board and financial reporting
Adaptive Insights
8.5
Workbooks
XBRL support for regulatory filing
Adaptive Insights
7.0
Workbooks

Analytics

Adaptive Insights
7.6
Workbooks
Personalized dashboards
Adaptive Insights
7.3
Workbooks
Color-coded scorecards
Adaptive Insights
6.8
Workbooks
KPIs
Adaptive Insights
8.0
Workbooks
Cost and profitability analysis
Adaptive Insights
8.0
Workbooks
Key Performance Indicator setting
Adaptive Insights
8.0
Workbooks
Benchmarking with external data
Adaptive Insights
7.3
Workbooks

Integration

Adaptive Insights
8.6
Workbooks
Flat file integration
Adaptive Insights
8.3
Workbooks
Excel data integration
Adaptive Insights
8.7
Workbooks
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Workbooks

Sales Force Automation

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

Customer Service & Support

Adaptive Insights
Workbooks
6.3
Case management
Adaptive Insights
Workbooks
6.2
Call center management
Adaptive Insights
Workbooks
6.8
Help desk management
Adaptive Insights
Workbooks
5.8

Marketing Automation

Adaptive Insights
Workbooks
7.3
Lead management
Adaptive Insights
Workbooks
8.0
Email marketing
Adaptive Insights
Workbooks
6.6

CRM Project Management

Adaptive Insights
Workbooks
7.5
Task management
Adaptive Insights
Workbooks
7.7
Billing and invoicing management
Adaptive Insights
Workbooks
6.8
Reporting
Adaptive Insights
Workbooks
7.8

CRM Reporting & Analytics

Adaptive Insights
Workbooks
8.6
Forecasting
Adaptive Insights
Workbooks
8.2
Pipeline visualization
Adaptive Insights
Workbooks
8.8
Customizable reports
Adaptive Insights
Workbooks
8.8

Customization

Adaptive Insights
Workbooks
7.8
Custom fields
Adaptive Insights
Workbooks
8.4
Custom objects
Adaptive Insights
Workbooks
7.6
Scripting environment
Adaptive Insights
Workbooks
7.5
API for custom integration
Adaptive Insights
Workbooks
7.5

Security

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

Social CRM

Adaptive Insights
Workbooks
6.6
Social data
Adaptive Insights
Workbooks
6.0
Social engagement
Adaptive Insights
Workbooks
7.3

Integrations with 3rd-party Software

Adaptive Insights
Workbooks
6.8
Marketing automation
Adaptive Insights
Workbooks
6.7
Compensation management
Adaptive Insights
Workbooks
7.0

Platform

Adaptive Insights
Workbooks
4.3
Mobile access
Adaptive Insights
Workbooks
4.3

Pros

  • I love how easy it is to track software and general amortizations in Adaptive. The software has been an issue with my past employers, but it flows very easily here in Adaptive.
  • We also use Adaptive's OfficeConnect for easy reporting. It has helped us automate our reporting as we work with internal departments. We have the reports built, and the software and can refresh all of them simultaneously, reducing generation time and giving us more time for analysis.
  • We are building out more operational metrics now. We are starting to track sales opportunities across different business segments to see the correlation between spending activities and opportunity generation. This helps us set better targets in the future. This paired with OfficeConnect also makes it very easy to track and report on operational metrics in addition to financial metrics.
Mark McConkie profile photo
  • Contact management - by this I mean core CRM functionality. Workbooks does it as well as any other software we tested.
  • Pipeline management and reporting - again, Workbooks does this as well as any other software we tested.
  • Client management - From a holistic client management perspective, from contact management to sales tracking, invoicing, and service, Workbooks does it all.
Mark Cohen profile photo

Cons

  • The format of reports when downloaded to Excel or PowerPoint could use improvement.
  • Would be nice if you could inactivate GL accounts when they are no longer being used.
  • Suppress rows functionality when set by the administrator to default to suppress if not data doesn't always seem to work.
Gary Grzesiak profile photo
  • Integration with Outlook from cloud based business systems
  • Ease of dashboard creation
Brendan Harris, MBA profile photo

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
Our company is upgrading our SAP system this year and exploring one of the SAP reporting modules, but I don't think it will affect our renewal of Adaptive, especially since I know they are going to roll out an Office integration tool later this year.
Chris Snelling, CFA profile photo
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

Usability

Adaptive Insights7.7
Based on 75 answers
The reports are exactly what we need however accessing it from the various sections is not as simple as it should be
Jessalyn Ka profile photo
Workbooks7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
It's never been out of action when we've needed to use it.
Lee Hawthorn profile photo
Workbooks9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman profile photo

Performance

Adaptive Insights9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo
No score
No answers yet
No answers on this topic

Support

Adaptive Insights6.8
Based on 11 answers
Support questions are always answered quickly.
Andrew Rosenberg profile photo
Workbooks8.2
Based on 1 answer
No answer on this topic is available.

Online Training

Adaptive Insights8.2
Based on 6 answers
Training receives the highest rating due to the availability of Webex training from an expert at Adaptive, with several sessions tailored to specific features including personnel, capital, formulas, reporting, etc
Andrew Rosenberg profile photo
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

Implementation

Adaptive Insights8.2
Based on 13 answers
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

My decision came down to Adaptive vs Host Analytics. Host made the claim that because their sheets were just like excel, you wouldn't need to learn any new commands. Rather, I thought that was a downside. I didn't want another glorified version of excel, I was looking for something different, something new. Adaptive had that. They were also far more willing to work with a nonprofit and become a partner, rather than just a vendor.
Daniel Killpack profile photo
Haven't used any similar products.
No photo available

Scalability

Adaptive Insights9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo
No score
No answers yet
No answers on this topic

Return on Investment

  • Adaptive provides for good forecasting based on revenue and expenditure.
  • The ability to pull different month-end reporting is a great feature.
  • The ability to share access across 11 offices statewide is very beneficial.
Jessalyn Ka profile photo
  • Increased Productivity
  • Increased employee efficiency
  • Faster lead conversion
No photo available

Pricing Details

Adaptive Insights

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  per seat, per installation
Adaptive Insights Editions & Modules
Adaptive Insights
Additional Pricing Details

Adaptive Insights More Information

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

Workbooks More Information