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ADAPTcrm

Score7.2 out of 10

21 Reviews and Ratings

What is ADAPTcrm?

ADAPTcrm is an integrated customer relationship management (CRM) designed specifically for mid-sized manufacturers and distributors.

Top Performing Features

  • Workflow management

    The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

    Category average: 8.2

  • Quote & order management

    Users can create, process and fulfill price quotations and sales transactions.

    Category average: 8

  • Case management

    This includes incident/ticket creation, routing, escalation, and resolution.

    Category average: 8.3

Areas for Improvement

  • Interaction tracking

    Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

    Category average: 8.3

  • Custom objects

    Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

    Category average: 8.2

  • Social engagement

    The software can facilitate and track engagement with customers via social channels.

    Category average: 8

A perfect Solution with perfect features to Manage customer relations

Pros

  • Its integration is very easy.
  • Enabled us to get in contact with our LinkedIn connections.
  • It is very user friendly.
  • Its customer service is proactive and are highly efficient people.

Cons

  • Its subscription charges are bit too high.
  • Sometimes it resulted in slowing down our system.
  • It sometimes shows incorrect information.

Return on Investment

  • 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.

Alternatives Considered

Zoho CRM

Other Software Used

AVG AntiVirus Business Edition, BlueJeans Meetings, Agile CRM

Usability

A formidable CRM solution for business.

Pros

  • This CRM solution provides multiple functions including contact management.
  • Integration via ADAPTcrm is quite simple and easy.
  • The dashboard is genuinely amazing and clear.

Cons

  • Sometimes in the middle of work, it logs us out and it needs to be fixed as it is annoying.

Return on Investment

  • With this tool, we can keep a track of our employees and it assists in recruiting.
  • There should be more customizations to make it more adaptable.
  • Document searching is miserable.

Alternatives Considered

Agile CRM

Other Software Used

ServiceNow Customer Service Management, MoEngage, Configure One

Usability

A robust, fully featured CRM solution

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.

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.

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.

Alternatives Considered

Microsoft Access, Microsoft 365 Business, CiviCore, A Public Benefit Corporation and Agile CRM

Other Software Used

Blackbaud CRM, Adobe Analytics, Google Analytics, Google Cloud CDN