3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 9.6 out of 100
Based on 3 reviews and ratings
80 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 7.1 out of 100
Based on 80 reviews and ratings
Likelihood to Recommend
17hats
It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Agile CRM
Agile CRM is well suited if an existing customer business process is defined or drafted thoroughly. Agile allowed automating workflows and marketing to improve lead management and suppress tedious tasks so users can focus on more important matters. However, Agile CRM costs can increase significantly if you want additional features and customizations. If you know what you're doing with CRMs and marketing automation or customer contracts and management then AgileCRM is worth a try.

Verified User
Professional in Information Technology
Investment Management Company, 1001-5000 employeesFeature Rating Comparison
Sales Force Automation
17hats
9.3
Agile CRM
8.7
Customer data management / contact management
17hats
9.5
Agile CRM
9.4
Workflow management
17hats
9.5
Agile CRM
8.1
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Agile CRM
8.1
Contract management
17hats
10.0
Agile CRM
8.6
Quote & order management
17hats
10.0
Agile CRM
8.6
Interaction tracking
17hats
8.0
Agile CRM
8.2
Territory management
17hats
—
Agile CRM
9.5
Opportunity management
17hats
—
Agile CRM
8.9
Channel / partner relationship management
17hats
—
Agile CRM
9.0
Customer Service & Support
17hats
8.0
Agile CRM
6.1
Case management
17hats
8.0
Agile CRM
6.1
Call center management
17hats
—
Agile CRM
6.1
Help desk management
17hats
—
Agile CRM
6.1
Marketing Automation
17hats
8.0
Agile CRM
9.3
Lead management
17hats
8.0
Agile CRM
9.3
Email marketing
17hats
—
Agile CRM
9.4
CRM Project Management
17hats
9.5
Agile CRM
7.3
Task management
17hats
9.0
Agile CRM
9.6
Billing and invoicing management
17hats
10.0
Agile CRM
6.5
Reporting
17hats
—
Agile CRM
5.9
Customization
17hats
9.5
Agile CRM
6.9
Custom fields
17hats
9.0
Agile CRM
8.8
Custom objects
17hats
10.0
Agile CRM
6.2
Scripting environment
17hats
—
Agile CRM
6.5
API for custom integration
17hats
—
Agile CRM
6.2
Security
17hats
9.5
Agile CRM
8.7
Single sign-on capability
17hats
10.0
Agile CRM
8.6
Role-based user permissions
17hats
9.0
Agile CRM
8.9
Integrations with 3rd-party Software
17hats
8.0
Agile CRM
7.9
Marketing automation
17hats
8.0
Agile CRM
9.6
Compensation management
17hats
—
Agile CRM
6.2
Platform
17hats
8.0
Agile CRM
6.6
Mobile access
17hats
8.0
Agile CRM
6.6
CRM Reporting & Analytics
17hats
—
Agile CRM
7.0
Forecasting
17hats
—
Agile CRM
6.5
Pipeline visualization
17hats
—
Agile CRM
8.0
Customizable reports
17hats
—
Agile CRM
6.4
Social CRM
17hats
—
Agile CRM
9.3
Social data
17hats
—
Agile CRM
9.5
Social engagement
17hats
—
Agile CRM
9.2
Pros
17hats
- Invoicing
- Creating online questionnaire
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Agile CRM
- The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
- I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
- Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.
President/Founder
LeadMinders, LLCManagement Consulting, 1-10 employees
Cons
17hats
- Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Agile CRM
- UI can be upgraded for a better UI experience.
- Overall customer onboarding experience can be improved with deeper process flows covering all business use cases.
- Integration with other reporting tools such as Tableau can be improved to give better reporting experience.
Business Consultant
Kellton Tech Solutions LimitedInformation Services, 501-1000 employees
Likelihood to Renew
17hats
No score
No answers yet
No answers on this topic
Agile CRM
Agile CRM 10.0
Based on 2 answers
There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.
Founder and Managing Director
Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees
Usability
17hats
17hats 9.0
Based on 1 answer
It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Agile CRM
Agile CRM 7.0
Based on 2 answers
Various aspects of it are easy to use, such as the contact profiles and what information you can store. I'm not so fond of the email template and campaign set up tools. Unless you want to use preset templates there is limited scope for customisation. However, once you work out how on earth to use it you can make do.
Content Specialist
BitPrimeFinancial Services, 1-10 employees
Reliability and Availability
17hats
No score
No answers yet
No answers on this topic
Agile CRM
Agile CRM 10.0
Based on 1 answer
The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.
Founder and Managing Director
Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees
Performance
17hats
No score
No answers yet
No answers on this topic
Agile CRM
Agile CRM 10.0
Based on 1 answer
The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.
Founder and Managing Director
Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees
Support Rating
17hats
17hats 8.0
Based on 2 answers
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Agile CRM
Agile CRM 2.3
Based on 4 answers
AgileCRM Has been doing a spectacular job following up with any challenges that arise. It's important to understand that every business will face challenges. The expectation should not be to have a challenge-free environment, but A Provider/partner that works with you solve anything as they arise. I highly encourage anyone to look at the company behind the products
Founder and Managing Director
Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees
Online Training
17hats
No score
No answers yet
No answers on this topic
Agile CRM
Agile CRM 10.0
Based on 1 answer
Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..
Founder and Managing Director
Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees
Implementation Rating
17hats
No score
No answers yet
No answers on this topic
Agile CRM
Agile CRM 10.0
Based on 2 answers
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
Founder and Managing Director
Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees
Alternatives Considered
17hats
No answers on this topic
Agile CRM
I trialed a number of other CRMs much to the disgust of my colleagues!
- Pipedrive was great but more sales focussed and heavy on Javascript so felt slow at times
- OnePageCRM was good but no sales automation when we tried it
- Highrise - wanted to love it but too basic and even though we had a free license bundled with Basecamp we didn't use it.
- Capsule was good but basic
- Salesforce was too complicated to learn
- Infusionsoft and Hubspot were too hard sell (Hubspot wanted a 1 year commitment)
Managing Director
Webstars LtdInternet, 11-50 employees
Scalability
17hats
No score
No answers yet
No answers on this topic
Agile CRM
Agile CRM 10.0
Based on 1 answer
This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.
Founder and Managing Director
Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees
Return on Investment
17hats
- ROI - Saves me time on creating invoices and questionnaires.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Agile CRM
- It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.
Snr Account Manager
Prospect Creative MarketingMarketing and Advertising, 1-10 employees
Pricing Details
17hats
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
17hats Editions & Modules
Edition
Starting Price | $45.001 |
---|
- Per Month
Additional Pricing Details
—Agile CRM
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Agile CRM Editions & Modules
Edition
Free | Free1 |
---|---|
Starter | 8.992 |
Regular | 29.992 |
Enterprise | 47.992 |
- for 10 users
- *per user per month