Agile CRM vs. Apptivo

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agile CRM
Score 7.6 out of 10
N/A
Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.
$8.99
*per user per month
Apptivo
Score 8.2 out of 10
N/A
Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.
$10
Per User per Month
Pricing
Agile CRMApptivo
Editions & Modules
Starter
$8.99
*per user per month
Regular
$29.99
*per user per month
Enterprise
$47.99
*per user per month
Free
Free
for 10 users
Premium
$10
Per User per Month
Ultimate
$25
Per User per Month
Starter
Free
Per User per Month
Enterprise
N/A
Offerings
Pricing Offerings
Agile CRMApptivo
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details*pricing for 2 year plan.
More Pricing Information
Features
Agile CRMApptivo
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Agile CRM
3.2
19 Ratings
82% below category average
Apptivo
7.7
4 Ratings
0% above category average
Customer data management / contact management3.619 Ratings10.04 Ratings
Workflow management5.416 Ratings6.82 Ratings
Territory management2.311 Ratings4.51 Ratings
Opportunity management3.416 Ratings10.03 Ratings
Integration with email client (e.g., Outlook or Gmail)1.218 Ratings9.24 Ratings
Contract management4.211 Ratings10.02 Ratings
Quote & order management3.612 Ratings7.53 Ratings
Interaction tracking3.818 Ratings1.81 Ratings
Channel / partner relationship management1.79 Ratings9.23 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Agile CRM
1.8
16 Ratings
122% below category average
Apptivo
9.7
4 Ratings
26% above category average
Case management1.814 Ratings9.24 Ratings
Call center management1.814 Ratings10.02 Ratings
Help desk management1.816 Ratings10.03 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Agile CRM
3.3
19 Ratings
78% below category average
Apptivo
10.0
3 Ratings
28% above category average
Lead management5.418 Ratings10.03 Ratings
Email marketing1.119 Ratings10.03 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Agile CRM
3.6
17 Ratings
71% below category average
Apptivo
8.9
4 Ratings
16% above category average
Task management4.915 Ratings8.34 Ratings
Billing and invoicing management1.410 Ratings9.23 Ratings
Reporting4.417 Ratings9.24 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Agile CRM
1.5
18 Ratings
134% below category average
Apptivo
10.0
2 Ratings
27% above category average
Forecasting1.314 Ratings10.02 Ratings
Pipeline visualization1.916 Ratings10.02 Ratings
Customizable reports1.217 Ratings10.02 Ratings
Customization
Comparison of Customization features of Product A and Product B
Agile CRM
4.1
19 Ratings
60% below category average
Apptivo
7.2
3 Ratings
5% below category average
Custom fields4.019 Ratings5.83 Ratings
Custom objects5.913 Ratings6.63 Ratings
Scripting environment1.59 Ratings00 Ratings
API for custom integration5.011 Ratings9.22 Ratings
Security
Comparison of Security features of Product A and Product B
Agile CRM
5.8
16 Ratings
36% below category average
Apptivo
10.0
4 Ratings
18% above category average
Single sign-on capability5.815 Ratings10.04 Ratings
Role-based user permissions5.816 Ratings10.04 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Agile CRM
3.0
12 Ratings
83% below category average
Apptivo
-
Ratings
Social data3.012 Ratings00 Ratings
Social engagement3.012 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Agile CRM
5.2
14 Ratings
32% below category average
Apptivo
-
Ratings
Marketing automation6.514 Ratings00 Ratings
Compensation management3.89 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Agile CRM
8.2
14 Ratings
9% above category average
Apptivo
7.8
4 Ratings
4% above category average
Mobile access8.214 Ratings7.84 Ratings
Best Alternatives
Agile CRMApptivo
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Agile CRMApptivo
Likelihood to Recommend
3.7
(20 ratings)
10.0
(4 ratings)
Likelihood to Renew
10.0
(2 ratings)
-
(0 ratings)
Usability
2.1
(10 ratings)
9.2
(3 ratings)
Availability
10.0
(1 ratings)
-
(0 ratings)
Performance
10.0
(1 ratings)
-
(0 ratings)
Support Rating
1.1
(10 ratings)
9.2
(2 ratings)
Online Training
10.0
(1 ratings)
-
(0 ratings)
Implementation Rating
10.0
(1 ratings)
3.6
(1 ratings)
Configurability
10.0
(1 ratings)
-
(0 ratings)
Ease of integration
10.0
(1 ratings)
-
(0 ratings)
Product Scalability
10.0
(1 ratings)
-
(0 ratings)
Vendor post-sale
10.0
(1 ratings)
-
(0 ratings)
Vendor pre-sale
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
Agile CRMApptivo
Likelihood to Recommend
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.
Read full review
Apptivo Inc
I would absolutely recommend Apptivo! We have used Apptivo for years, and we wouldn't consider another platform to keep all of our contacts together in one place. It's easy to export certain lists for certain mailings and to add/remove new contacts and move things around as needed over time. There's freedom to adding new contacts and the pricing is phenomenal
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Pros
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.
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Apptivo Inc
  • 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.
Read full review
Cons
Agile CRM
  • The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
  • Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
  • At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
  • The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective.
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Apptivo Inc
  • Dashboard and interface subsections are a bit clunky re: functionality.
  • Built-in email client isn't always a feasible option for efficiency (signatures are different, contacts don't always update accordingly).
  • Consistency and integration between apps is not always optimal.
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Likelihood to Renew
Agile CRM
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.
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Apptivo Inc
No answers on this topic
Usability
Agile CRM
Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.
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Apptivo Inc
Without a doubt, the best thing about Apptivo is that it has become a perfect internal and external communication platform. This platform will allow you to know who is taking care of certain tasks with clients and control all projects with your clients. With very affordable plans for your pocket, it has a free version for up to 3 users. It far surpasses quite a few CRMs in the same category. Apptivo CRM allows you to customize many details and work with it does not consume time or resources. You are faced with a very comfortable software to use, simple and well designed.
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Reliability and Availability
Agile CRM
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.
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Apptivo Inc
No answers on this topic
Performance
Agile CRM
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.
Read full review
Apptivo Inc
No answers on this topic
Support Rating
Agile CRM
The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.
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Apptivo Inc
Apptivo is always quick to respond whenever we have had a problem over out time of using the program. The customer service reps are always very polite and professional in their responses and are very knowledgeable! I have never gone to them with a problem that they don't do everything in their power to help solve, and most times they have (abbreviating states is the only issue we weren't able to solve).
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Online Training
Agile CRM
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..
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Apptivo Inc
No answers on this topic
Implementation Rating
Agile CRM
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
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Apptivo Inc
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
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Alternatives Considered
Agile CRM
It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.
Read full review
Apptivo Inc
The price was right for what we needed to use Apptivo for (the CRM and the contact management/project management models). And, we needed something basic and easy to implement so we could get up and running with little down time. The other systems we evaluated didn't seem to have the exact pricing and features/functionality we were looking for so we made the determination that Apptivo would be the best fit.
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Scalability
Agile CRM
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.
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Apptivo Inc
No answers on this topic
Return on Investment
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.
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Apptivo Inc
  • It allows me to get a vision of what is happening with the business
  • control sales, marketing and customer service processes from a single point
  • facilitates administrative tasks
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ScreenShots

Apptivo Screenshots

Screenshot of Customize each app by dragging and dropping each attributeScreenshot of Project management gantt chartScreenshot of Convert a lead into a contact, customer, and/or opportunity