What users are saying about
65 Ratings
2 Ratings
65 Ratings
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Score 7.3 out of 101
2 Ratings
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Score 7 out of 101

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.
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Aptean CRM

This is a solid basic platform. It's not Salesforce but it IS integrated with IntuitiveERP and is included in the price. For the cost, you certainly can't get this type of functionality in other small CRM packages. If you have IntuitiveERP already and are looking to move towards a CRM package it's certainly a way to help you get your footing before deciding you need a larger scale package, but I don't know that you'd want to invest in Intuitive JUST for their CRM cycle.
Craig Cormier profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
8.1
Aptean CRM
4.4
Customer data management / contact management
Agile CRM
8.8
Aptean CRM
7.0
Workflow management
Agile CRM
7.7
Aptean CRM
5.0
Territory management
Agile CRM
7.5
Aptean CRM
1.0
Opportunity management
Agile CRM
8.2
Aptean CRM
7.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.4
Aptean CRM
6.0
Contract management
Agile CRM
7.8
Aptean CRM
1.0
Quote & order management
Agile CRM
7.0
Aptean CRM
6.0
Interaction tracking
Agile CRM
8.2
Aptean CRM
5.0
Channel / partner relationship management
Agile CRM
8.9
Aptean CRM
2.0

Customer Service & Support

Agile CRM
7.0
Aptean CRM
6.5
Case management
Agile CRM
7.1
Aptean CRM
7.0
Call center management
Agile CRM
6.8
Aptean CRM
6.0
Help desk management
Agile CRM
7.1
Aptean CRM

Marketing Automation

Agile CRM
8.5
Aptean CRM
5.5
Lead management
Agile CRM
8.5
Aptean CRM
6.0
Email marketing
Agile CRM
8.5
Aptean CRM
5.0

CRM Project Management

Agile CRM
7.4
Aptean CRM
2.7
Task management
Agile CRM
7.8
Aptean CRM
4.0
Billing and invoicing management
Agile CRM
7.0
Aptean CRM
1.0
Reporting
Agile CRM
7.3
Aptean CRM
3.0

CRM Reporting & Analytics

Agile CRM
7.2
Aptean CRM
5.3
Forecasting
Agile CRM
6.7
Aptean CRM
4.0
Pipeline visualization
Agile CRM
8.3
Aptean CRM
4.0
Customizable reports
Agile CRM
6.6
Aptean CRM
8.0

Customization

Agile CRM
8.2
Aptean CRM
6.5
Custom fields
Agile CRM
8.6
Aptean CRM
10.0
Custom objects
Agile CRM
7.9
Aptean CRM
3.0
Scripting environment
Agile CRM
7.9
Aptean CRM
API for custom integration
Agile CRM
8.3
Aptean CRM

Security

Agile CRM
8.1
Aptean CRM
9.0
Single sign-on capability
Agile CRM
8.3
Aptean CRM
9.0
Role-based user permissions
Agile CRM
7.9
Aptean CRM
9.0

Social CRM

Agile CRM
6.5
Aptean CRM
Social data
Agile CRM
6.6
Aptean CRM
Social engagement
Agile CRM
6.4
Aptean CRM

Integrations with 3rd-party Software

Agile CRM
8.2
Aptean CRM
Marketing automation
Agile CRM
8.2
Aptean CRM
Compensation management
Agile CRM
8.2
Aptean CRM

Platform

Agile CRM
8.3
Aptean CRM
Mobile access
Agile CRM
8.3
Aptean CRM

Pros

Agile CRM

  • Sales automation
  • Boosting market efficiency
  • Smooth customer service resolution
  • Effective notifications to customers
Rajat Sharma profile photo

Aptean CRM

  • Simple: it isn't too convoluted with too many features
  • Flexible: user-defined fields are able to be added to every segment of both opportunities and incidents
  • Dynamic: Integrates with the existing ERP system to pass customer and vendor data back and forth
Craig Cormier profile photo

Cons

Agile CRM

  • 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

Aptean CRM

  • There is currently no web portal or mobile front for this CRM package
  • The simplicity sometimes can be a hindrance to deeper data dives.
  • The tracking of contacts if a bit complicated as far as database design goes, making cross-platform integration more difficult.
Craig Cormier profile photo

Likelihood to Renew

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 profile photo

Aptean CRM

No score
No answers yet
No answers on this topic

Usability

Agile CRM

Agile CRM 10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo

Aptean CRM

No score
No answers yet
No answers on this topic

Reliability and Availability

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 profile photo

Aptean CRM

No score
No answers yet
No answers on this topic

Performance

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 profile photo

Aptean CRM

No score
No answers yet
No answers on this topic

Support

Agile CRM

Agile CRM 5.2
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

Aptean CRM

No score
No answers yet
No answers on this topic

Online Training

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 profile photo

Aptean CRM

No score
No answers yet
No answers on this topic

Implementation

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 profile photo

Aptean CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

Agile CRM

Agile CRM is much less expensive than Salesforce. It might not have all the potential of those thousands of add-ons, but for those who have basic needs – and the need to customize to some extent, it more than delivers.Agile CRM has more advanced features, particularly around marketing automation, and hub spot does. While hub spot is free for the CRM element, using the other tools that come standard and agile CRM raises your cost considerably.Outlook for business just isn't organized in a friendly enough way for you to see who you know and to keep things current.
Mike Wittenstein profile photo

Aptean CRM

IntuitiveERP included this CRM package with our license, so there was no extra cost to implement it. Salesforce is expensive so we felt that we could use this package to justify our need for CRM by implementing this package, and if it was improving our sales we could say that a larger package would give the ROI we expect.
Craig Cormier profile photo

Scalability

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 profile photo

Aptean CRM

No score
No answers yet
No answers on this topic

Return on Investment

Agile CRM

  • no difference as yet as we only started using for sales
Deborah Felicio profile photo

Aptean CRM

  • Improved interaction with customers for incident management.
  • Greatly improved opportunity management.
  • Lead management for marketing is improved and centralized.
Craig Cormier profile photo

Pricing Details

Agile CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Additional Pricing Details

Aptean CRM

General

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

Add comparison