What users are saying about
Top Rated
61 Ratings
4 Ratings
Top Rated
61 Ratings
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Score 7.3 out of 101
4 Ratings
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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.
No photo available

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
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
6.7
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
7.6
Apptivo
Quote & order management
Agile CRM
6.6
Apptivo
1.0
Interaction tracking
Agile CRM
8.4
Apptivo
1.8
Channel / partner relationship management
Agile CRM
8.6
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
8.5
Apptivo
4.5

CRM Project Management

Agile CRM
6.7
Apptivo
7.3
Task management
Agile CRM
7.3
Apptivo
8.7
Billing and invoicing management
Agile CRM
5.7
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
7.9
Apptivo
6.4
Custom fields
Agile CRM
8.7
Apptivo
6.4
Custom objects
Agile CRM
7.8
Apptivo
6.4
Scripting environment
Agile CRM
6.6
Apptivo
API for custom integration
Agile CRM
8.6
Apptivo

Security

Agile CRM
8.0
Apptivo
9.8
Single sign-on capability
Agile CRM
8.3
Apptivo
9.9
Role-based user permissions
Agile CRM
7.6
Apptivo
9.7

Social CRM

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

Integrations with 3rd-party Software

Agile CRM
7.9
Apptivo
Marketing automation
Agile CRM
7.8
Apptivo
Compensation management
Agile CRM
7.9
Apptivo

Platform

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

Pros

  • Tracks all of our clients, prospects and sales pipeline
  • Manages inbound leads and marketing automation
  • Acts as a bulk email system for messages and e-newsletters
Jez John profile photo
  • 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.
No photo available

Cons

  • UI and UX - it's improving and it's 90% a joy to use. Some things are just really clunky with multiple windows opening (newsletter campaign management is a good example).
  • I have yet to see their approach to the new EU data protection regulation which would be a deal breaker and would entail us leaving them if their plans are not published soon. That said I think most tech companies are guilty of a lack of planning.
  • Ticketing feels poor compared to Zend Desk and Zoho Desk.
Jez John 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.
No photo available

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 CRM5.7
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

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 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!
No photo available

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

  • Very positive ROI, handles lead and event management really well.
  • Keeps the whole team on the same page.
Jez John 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