What users are saying about
1 Ratings
74 Ratings
1 Ratings
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Score 9 out of 100
74 Ratings
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Score 7 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
Agile CRM
8.5
Customer data management / contact management
17hats
9.0
Agile CRM
8.9
Workflow management
17hats
9.0
Agile CRM
7.8
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Agile CRM
7.9
Contract management
17hats
10.0
Agile CRM
8.4
Quote & order management
17hats
10.0
Agile CRM
8.3
Interaction tracking
17hats
8.0
Agile CRM
8.2
Territory management
17hats
Agile CRM
9.0
Opportunity management
17hats
Agile CRM
8.7
Channel / partner relationship management
17hats
Agile CRM
9.0

Customer Service & Support

17hats
8.0
Agile CRM
5.9
Case management
17hats
8.0
Agile CRM
5.9
Call center management
17hats
Agile CRM
5.9
Help desk management
17hats
Agile CRM
5.9

Marketing Automation

17hats
8.0
Agile CRM
8.8
Lead management
17hats
8.0
Agile CRM
8.7
Email marketing
17hats
Agile CRM
8.9

CRM Project Management

17hats
9.5
Agile CRM
7.5
Task management
17hats
9.0
Agile CRM
9.3
Billing and invoicing management
17hats
10.0
Agile CRM
7.0
Reporting
17hats
Agile CRM
6.3

Customization

17hats
8.0
Agile CRM
7.2
Custom fields
17hats
8.0
Agile CRM
8.5
Custom objects
17hats
Agile CRM
6.6
Scripting environment
17hats
Agile CRM
6.9
API for custom integration
17hats
Agile CRM
6.6

Security

17hats
9.5
Agile CRM
8.5
Single sign-on capability
17hats
10.0
Agile CRM
8.4
Role-based user permissions
17hats
9.0
Agile CRM
8.6

Integrations with 3rd-party Software

17hats
8.0
Agile CRM
8.0
Marketing automation
17hats
8.0
Agile CRM
9.3
Compensation management
17hats
Agile CRM
6.8

Platform

17hats
8.0
Agile CRM
7.3
Mobile access
17hats
8.0
Agile CRM
7.3

CRM Reporting & Analytics

17hats
Agile CRM
7.1
Forecasting
17hats
Agile CRM
6.8
Pipeline visualization
17hats
Agile CRM
7.9
Customizable reports
17hats
Agile CRM
6.5

Social CRM

17hats
Agile CRM
8.7
Social data
17hats
Agile CRM
8.9
Social engagement
17hats
Agile CRM
8.5

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

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.
Carol Olona | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

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.
Rajat Sharma | TrustRadius Reviewer

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.
Steven Davis | TrustRadius Reviewer

Usability

17hats

No score
No answers yet
No answers on this topic

Agile CRM

Agile CRM 7.1
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.
Victoria Hoete-Dodd | TrustRadius Reviewer

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.
Steven Davis | TrustRadius Reviewer

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.
Steven Davis | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
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.
Marli Espinales | TrustRadius Reviewer

Agile CRM

Agile CRM 2.6
Based on 2 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
Steven Davis | TrustRadius Reviewer

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..
Steven Davis | TrustRadius Reviewer

Implementation Rating

17hats

No score
No answers yet
No answers on this topic

Agile CRM

Agile CRM 10.0
Based on 1 answer
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
Steven Davis | TrustRadius Reviewer

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)
Jez John | TrustRadius Reviewer

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.
Steven Davis | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

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.
Colin Butler | TrustRadius Reviewer

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Agile CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

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