What users are saying about

Agile CRM

Top Rated
59 Ratings

Apptivo

4 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Apptivo

4 Ratings
Score 8 out of 101

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Likelihood to Recommend

Agile CRM

Agile CRM is well suited as a business tool bringing together sales and marketing in a comprehensive and intelligent way. It offers a friendly and user-friendly interface for those looking to integrate with other software products. It allows synchronization and organization of contacts and saves time by eliminating menial administrative tasks.
No photo available

Apptivo

(UPDATE: Please note that my review was for the Version 5 of their apps. They have recently updated 2 of their main apps to V6 which show a lot of improvements. The sad thing however is that many of their 40+ apps never even made to V5 let alone V6. V5 to V6 has taken over a year and only the core apps are getting attention.)

As it stands Apptivo is only useful for one person or sole trader type entities. If your business wants to use all the apps and works internationally then Apptivo will create headaches and frustration rather than increasing productivity. They may solve many of the 100+ items we provided them with free of charge in an upcoming release, but we left with a bad taste in our mouth. Countless hours lost in our business while we acted as bug finders for Apptivo while paying for the product.
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Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Apptivo
4.7
Customer data management / contact management
Agile CRM
8.7
Apptivo
8.7
Workflow management
Agile CRM
7.4
Apptivo
6.8
Territory management
Agile CRM
6.6
Apptivo
4.5
Opportunity management
Agile CRM
8.0
Apptivo
4.5
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Apptivo
6.0
Contract management
Agile CRM
7.5
Apptivo
Quote & order management
Agile CRM
6.5
Apptivo
1.0
Interaction tracking
Agile CRM
8.3
Apptivo
1.8
Channel / partner relationship management
Agile CRM
8.3
Apptivo
4.5

Customer Service & Support

Agile CRM
6.8
Apptivo
5.7
Case management
Agile CRM
7.0
Apptivo
7.7
Call center management
Agile CRM
6.4
Apptivo
Help desk management
Agile CRM
7.1
Apptivo
3.6

Marketing Automation

Agile CRM
8.5
Apptivo
4.5
Lead management
Agile CRM
8.6
Apptivo
4.5
Email marketing
Agile CRM
8.4
Apptivo
4.5

CRM Project Management

Agile CRM
6.6
Apptivo
7.3
Task management
Agile CRM
7.3
Apptivo
8.7
Billing and invoicing management
Agile CRM
5.6
Apptivo
4.5
Reporting
Agile CRM
7.0
Apptivo
8.7

CRM Reporting & Analytics

Agile CRM
6.8
Apptivo
Forecasting
Agile CRM
6.0
Apptivo
Pipeline visualization
Agile CRM
8.4
Apptivo
Customizable reports
Agile CRM
6.1
Apptivo

Customization

Agile CRM
7.8
Apptivo
6.4
Custom fields
Agile CRM
8.7
Apptivo
6.4
Custom objects
Agile CRM
7.7
Apptivo
6.4
Scripting environment
Agile CRM
6.4
Apptivo
API for custom integration
Agile CRM
8.5
Apptivo

Security

Agile CRM
7.9
Apptivo
9.8
Single sign-on capability
Agile CRM
8.3
Apptivo
9.9
Role-based user permissions
Agile CRM
7.5
Apptivo
9.7

Social CRM

Agile CRM
5.8
Apptivo
Social data
Agile CRM
5.8
Apptivo
Social engagement
Agile CRM
5.9
Apptivo

Integrations with 3rd-party Software

Agile CRM
7.7
Apptivo
Marketing automation
Agile CRM
7.7
Apptivo
Compensation management
Agile CRM
7.6
Apptivo

Platform

Agile CRM
8.0
Apptivo
9.7
Mobile access
Agile CRM
8.0
Apptivo
9.7

Pros

  • Intuitive and provides a great user experience through its simple web design; takes no time to set-up and jump right in.
  • Offers integrations with multiple other software platforms to provide a flexible and inclusive business tool.
  • One of the best options available at this price point; plans available to add more features to adjust to your business needs.
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  • Built in support for new users.
  • Basic crm works...just dont expect it do anything well beyond the basic.
  • Price.
  • Google Apps integration is better than a lot of the competition who charge and anwful lot more.
  • They are open to and try adapt quickly based on customer feedback.
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Cons

  • On the deal board, I'd like for agile to show how many days a deal has been in that stage. That information is available in other places, but having it on the Kanban board would be great.
  • It takes quite a bit of contextual understanding to make the marketing automation work. It would be much better if more of that information were available in the interface so you didn't have to do so much off program research and decisioning prior to implementing your ideas.
  • I'd like for agile CRM to also offer a "picture" of how the existing marketing automations and campaigns interact with each other, to avoid embarrassing or duplicate emails and other actions.
Mike Wittenstein profile photo
  • Homescreen claims to be the center of the application however the sub sections are mostly flawed or do not function as one would expect.
  • The built in email client kinda works but depending on which section of the app you are in the default font will be different from your signature. Also you cannot add a cell phone to staff signatures. I asked about this for months. It was never fixed. When will CRM companies learn that email is STILL the center of many business. It is unacceptable to have different fonts in the same mail and signatures that change from client to client.
  • They frequently messed up our contact data.
  • Multi currency exists on invoices but not on other apps.
  • Fragmentation with their apps....some apps are still on version 3 some on 4 and some on version 5. This means you are forced to deal with 2 or more different user interfaces within the same app.
  • No consistency between the apps.
  • Often there is little or no integration between the apps inside Apptivo.
No photo available

Likelihood to Renew

Agile CRM10.0
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 profile photo
No score
No answers yet
No answers on this topic

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
Apptivo2.7
Based on 1 answer
Our uses kept running into bugs that stopped them from doing simple things like creating a contact or selecting an item from a custom drop list which is required to save the contact or item. This of course is after time was spent filling out all the previous data which gets lost when you cannot complete the form. This is just one example of many.
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Reliability and Availability

Agile CRM10.0
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 profile photo
No score
No answers yet
No answers on this topic

Performance

Agile CRM10.0
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 profile photo
No score
No answers yet
No answers on this topic

Support

Agile CRM5.9
Based on 2 answers
The online help isn't very helpful and the contact I've had with the support team left a lot to be desired.
Victoria Hoete-Dodd profile photo
No score
No answers yet
No answers on this topic

Online Training

Agile CRM10.0
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 profile photo
No score
No answers yet
No answers on this topic

Implementation

Agile CRM10.0
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 profile photo
Apptivo3.6
Based on 1 answer
If you are starting a business and want a free app or nearly free app that can grow with you....then apptivo could be for you. However if you grow faster than them then you will be quickly seeking alternatives
No photo available

Alternatives Considered

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo
Sellsy is the app that comes closest in terms of feature set. It is a lot more expensive but even with its flaws and terrible Google integration is still is a measurably better product in terms of taking care of your business. Unfortunately for Apptivo it tries to do everything with its 40+ apps but not one of those apps succeed in being great when compared to the competition. The competition in all cases are much more expensive than Apptivo but it is a case of you get what you pay for.

Solve360 is probably the best Google integrated crm product on the market today however it is not a business management platform. Work[etc] is another great platform with excellent Google integration but doesn't do stock management or multi-currency. Also way over-priced!
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Scalability

Agile CRM10.0
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 profile photo
No score
No answers yet
No answers on this topic

Return on Investment

  • no difference as yet as we only started using for sales
Deborah Felicio profile photo
  • It cost us money.
  • We lost a few hundred man hours on this. We stuck with them for a while based upon the promises received and the excellent speed at which support would reply to concerns. However fixes to the big issues still have not arrived a year later.
No photo available

Pricing Details

Agile CRM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Agile CRM Editions & Modules
Agile CRM
Additional Pricing Details

Apptivo

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Apptivo Editions & Modules
Apptivo
Edition
Starter
Free1
Premium
$101
Ultimate
$251
Enterprise
N/A
1. Per User per Month
Additional Pricing Details