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

What is ADAPTcrm's best feature?

Reviewers rate Workflow management and Quote & order management and Case management highest, with a score of 9.7.

The most common users of ADAPTcrm are from Small Businesses (1-50 employees).

ADAPTcrm Reviews & Ratings 2024

August 19, 2021

A formidable CRM solution for business.

Isabella Grace

Sales Associate

Nephos Technologies (Information Technology & Services, 11-50 employees)

Score 9 out of 10

Vetted Review

Verified User

Incentivized

Use Cases and Deployment Scope

ADAPTcrm is mainly used in our marketing and human resource department and its powerful features made it easy for us to manage our relationships with our clients as it keeps complete information of the clients. And also it is being used for recruitment. And it is also helpful in our organization for the storage of massive amounts of data.

Pros and Cons

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

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

Likelihood to Recommend

As we are using this CRM solution for our mid-sized organization and I don’t think so it would be suitable for the large-sized firms since it has some flaws that are non-compromising in the case of large firms like there should be more customizations and some bugs that need immediate fixation. But for our company, it is working perfectly. It helps in keeping a record of our employees as well as it is the keeper of our client’s contacts. It has made lives easy for us and we link this tool with outlook and integration is simple.

ADAPTcrm Feature Ratings

Sales Force Automation (9)

92.22222222222221%

9.2

Customer data management / contact management: 90%
9.0
Workflow management: 100%
10.0
Territory management: 90%
9.0
Opportunity management: 90%
9.0
Integration with email client (e.g., Outlook or Gmail): 90%
9.0
Contract management: 90%
9.0
Quote & order management: 100%
10.0
Interaction tracking: 90%
9.0
Channel / partner relationship management: 90%
9.0

Customer Service & Support (3)

93.33333333333334%

9.3

Case management: 100%
10.0
Call center management: 90%
9.0
Help desk management: 90%
9.0

Marketing Automation (2)

90%

9.0

Lead management: 90%
9.0
Email marketing: 90%
9.0

CRM Project Management (3)

93.33333333333334%

9.3

Task management: 100%
10.0
Billing and invoicing management: 90%
9.0
Reporting: 90%
9.0

CRM Reporting & Analytics (3)

93.33333333333334%

9.3

Forecasting: 90%
9.0
Pipeline visualization: 90%
9.0
Customizable reports: 100%
10.0

Customization (4)

90%

9.0

Custom fields: 90%
9.0
Custom objects: 90%
9.0
Scripting environment: 90%
9.0
API for custom integration: 90%
9.0

Security (2)

95%

9.5

Role-based user permissions: 100%
10.0
Single sign-on capability: 90%
9.0

Social CRM (2)

90%

9.0

Social data: 90%
9.0
Social engagement: 90%
9.0

Integrations with 3rd-party Software (2)

90%

9.0

Marketing automation: 90%
9.0
Compensation management: 90%
9.0

Platform (1)

90%

9.0

Mobile access: 90%
9.0

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

Agile might be good for some firms but in our case, we didn’t have a very good experience as we were highly unsatisfied with the price range of Agile and it didn’t fit well with our business demands as was not good enough to be a part of our business because of limited and some non-functional features. But ADAPTcrm is going well with us.

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