What users are saying about

Agile CRM

Top Rated
59 Ratings

Aptean CRM

2 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Aptean CRM

2 Ratings
Score 7.3 out of 101

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Likelihood to Recommend

Agile CRM

Agile seems suitable if you set up correctly from the get go. Once you have over 10000 contacts it's hard to clean up the list e.g tags. If you want to edit or delete them how can you?
Victoria Hoete-Dodd profile photo

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
7.8
Aptean CRM
4.4
Customer data management / contact management
Agile CRM
8.7
Aptean CRM
7.0
Workflow management
Agile CRM
7.4
Aptean CRM
5.0
Territory management
Agile CRM
6.6
Aptean CRM
1.0
Opportunity management
Agile CRM
8.0
Aptean CRM
7.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Aptean CRM
6.0
Contract management
Agile CRM
7.5
Aptean CRM
1.0
Quote & order management
Agile CRM
6.5
Aptean CRM
6.0
Interaction tracking
Agile CRM
8.3
Aptean CRM
5.0
Channel / partner relationship management
Agile CRM
8.4
Aptean CRM
2.0

Customer Service & Support

Agile CRM
6.8
Aptean CRM
6.5
Case management
Agile CRM
7.0
Aptean CRM
7.0
Call center management
Agile CRM
6.4
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
8.6
Aptean CRM
6.0
Email marketing
Agile CRM
8.4
Aptean CRM
5.0

CRM Project Management

Agile CRM
6.6
Aptean CRM
2.7
Task management
Agile CRM
7.3
Aptean CRM
4.0
Billing and invoicing management
Agile CRM
5.6
Aptean CRM
1.0
Reporting
Agile CRM
7.1
Aptean CRM
3.0

CRM Reporting & Analytics

Agile CRM
6.8
Aptean CRM
5.3
Forecasting
Agile CRM
6.0
Aptean CRM
4.0
Pipeline visualization
Agile CRM
8.4
Aptean CRM
4.0
Customizable reports
Agile CRM
6.1
Aptean CRM
8.0

Customization

Agile CRM
7.8
Aptean CRM
6.5
Custom fields
Agile CRM
8.7
Aptean CRM
10.0
Custom objects
Agile CRM
7.7
Aptean CRM
3.0
Scripting environment
Agile CRM
6.5
Aptean CRM
API for custom integration
Agile CRM
8.5
Aptean CRM

Security

Agile CRM
7.9
Aptean CRM
9.0
Single sign-on capability
Agile CRM
8.3
Aptean CRM
9.0
Role-based user permissions
Agile CRM
7.5
Aptean CRM
9.0

Social CRM

Agile CRM
5.8
Aptean CRM
Social data
Agile CRM
5.8
Aptean CRM
Social engagement
Agile CRM
5.9
Aptean CRM

Integrations with 3rd-party Software

Agile CRM
7.7
Aptean CRM
Marketing automation
Agile CRM
7.8
Aptean CRM
Compensation management
Agile CRM
7.6
Aptean CRM

Platform

Agile CRM
8.0
Aptean CRM
Mobile access
Agile CRM
8.0
Aptean CRM

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.
No photo available
  • 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

  • If a lead is marked as "hard bounce", meaning that a sent email bounced, the system will not send any more emails to that lead. The only way to fix this is to delete the lead and add it again. This results in losing all history from the lead.
Steven Davis profile photo
  • 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 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
No score
No answers yet
No answers on this topic

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
No score
No answers yet
No answers on this topic

Alternatives Considered

Saleforce - Too expensive.SugarCRM - Versatile. Free. But Slow.Filemaker - Originally designed my own CRMWhich gave me full control of all functionality. But having an online system that is hosted in the cloud provides considerable advantages particularly when allowing access to remote users.
Steven Davis profile photo
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 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

  • 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 profile photo
  • 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