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ADAPTcrm Review: "A robust, fully featured CRM solution"
https://www.trustradius.com/crmADAPTcrmUnspecified5.611101
Bruce Emmerling profile photo
January 09, 2019

ADAPTcrm Review: "A robust, fully featured CRM solution"

Score 8 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with ADAPTcrm

ADAPTcrm was used as across an entire organization of about thirty employees. The product provides a number of powerful features that can be both highly useful and sometimes frustrating for new users. The program provides features that can help manage employee placement and payroll. In some regards, the program was overkill for our needs.
  • 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.
  • 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.
  • 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.
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.
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.

ADAPTcrm Feature Ratings

Customer data management / contact management
7
Workflow management
6
Territory management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
8
Case management
8
Call center management
7
Help desk management
7
Lead management
8
Email marketing
8
Task management
9
Billing and invoicing management
8
Reporting
7
Forecasting
7
Pipeline visualization
8
Customizable reports
7
Custom fields
6
Custom objects
6
Scripting environment
7
API for custom integration
6
Role-based user permissions
7
Single sign-on capability
7
Social data
8
Social engagement
7
Marketing automation
8
Compensation management
Not Rated
Mobile access
Not Rated