Adaptive Insights

Sumac

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Ratings & Reviews

Overall Rating

4.49 / 5 (164)

4.38 / 5 (104)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

December 2, 2019

February 8, 2019

Pros/Cons

  • Pros

  • I like how it is easy to use and that they thought of the things that we really need to do our job. It looks good and works.

  • Easy to gather, audit, and lock down inputs from key contributors. It was also very easy to create multiple versions and scenarios.

  • Cons

  • They have an excel add in you can use and I love it. I allows you to use excel to pull data from the system and make your own reports. However, there are sometimes glitches so that's annoying.

  • Little bit of a learning curve but once you get it, you got it! It's fairly difficult to get set up and get it going but when that's done, it's easy.

  • Pros

  • The support we get when we have issues is wonderful. The support team is very quick to reply to requests.

  • it is so intuitive, friendly and usable. I have no complaints about the software.

  • Cons

  • The interface is a little cumbersome, but not unusually so for a software in this category.

  • We struggled to get used to the search function at first, though we're used to it now. I wish I could do a bulk upload of communication records, too.

Product Demo & Pricing

Demo

Pricing Range

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Advisor Recommendations & User Awards

FrontRunners

N/A

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Number of times our advisors have recommended this product

(in the last 30 days)

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Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

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