What users are saying about

Agile CRM

Top Rated
59 Ratings

Asana

Top Rated
708 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Asana

Top Rated
708 Ratings
Score 8.2 out of 101

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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.
No photo available

Asana

Overall, despite its drawbacks, Asana works really well for our team. I think this is an appropriate [tool] for a mid-sized digital marketing firm, like ourselves. A software development team is going to want something more robust, like JIRA. However, if you're just shopping for an easy-to-learn tool that will help you manage responsibilities without relying on email? Asana is perfect. Its flexibility also makes it a great fit for most work-flows in almost any industry. Asana is simple out-of-the-box, but it does have robust functionalities that will allow your team to ramp up if desired.
Elizabeth Coppinger profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Asana
Customer data management / contact management
Agile CRM
8.7
Asana
Workflow management
Agile CRM
7.4
Asana
Territory management
Agile CRM
6.7
Asana
Opportunity management
Agile CRM
8.0
Asana
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Asana
Contract management
Agile CRM
7.5
Asana
Quote & order management
Agile CRM
6.5
Asana
Interaction tracking
Agile CRM
8.3
Asana
Channel / partner relationship management
Agile CRM
8.4
Asana

Customer Service & Support

Agile CRM
6.8
Asana
Case management
Agile CRM
7.0
Asana
Call center management
Agile CRM
6.4
Asana
Help desk management
Agile CRM
7.1
Asana

Marketing Automation

Agile CRM
8.5
Asana
Lead management
Agile CRM
8.6
Asana
Email marketing
Agile CRM
8.4
Asana

CRM Project Management

Agile CRM
6.6
Asana
Task management
Agile CRM
7.3
Asana
Billing and invoicing management
Agile CRM
5.6
Asana
Reporting
Agile CRM
7.1
Asana

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

Agile CRM
5.8
Asana
Social data
Agile CRM
5.8
Asana
Social engagement
Agile CRM
5.9
Asana

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
Asana
Mobile access
Agile CRM
8.0
Asana

Project Management

Agile CRM
Asana
7.8
Task Management
Agile CRM
Asana
9.2
Resource Management
Agile CRM
Asana
8.1
Gantt Charts
Agile CRM
Asana
6.5
Scheduling
Agile CRM
Asana
8.9
Workflow Automation
Agile CRM
Asana
7.9
Team Collaboration
Agile CRM
Asana
8.9
Support for Agile Methodology
Agile CRM
Asana
8.5
Support for Waterfall Methodology
Agile CRM
Asana
8.5
Document Management
Agile CRM
Asana
6.8
Email integration
Agile CRM
Asana
6.9
Mobile Access
Agile CRM
Asana
7.9
Timesheet Tracking
Agile CRM
Asana
6.1
Change request and Case Management
Agile CRM
Asana
8.4
Budget and Expense Management
Agile CRM
Asana
6.7

Professional Services Automation

Agile CRM
Asana
6.1
Project & financial reporting
Agile CRM
Asana
5.5
Integration with accounting software
Agile CRM
Asana
6.8

Pros

  • The functionality of creating the campaign is very well thought out. It's extremely intuitive and I'm able to create what is considered complex campaigns with ease.
  • The ability to add points to the profile of a lead and rank them makes sorting and targeting potential customers very easy.
  • Review profile of a lead is very easy. Custom fields are easy to create and are visible in the profile.
Steven Davis profile photo
  • Everyone on the team can monitor the progress of all tasks.
  • Document control is managed with Asana as the front-end and Google Drive (or Dropbox) as the back-end.
  • There is no top-level admin therefore everyone can feel empowered to push tasks/projects along.
  • Documenting processes is simple.
  • Mobile app on both iOS and Android.
David Szostak 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
  • If you don't have a champion, the tool won't be used. Just like a shared drive, it has to be kept clean and organized or no one will use it.
  • No Gantt chart functionality.
  • Printing customization doesn't exist - i.e. doesn't show sub-tasks.
David Szostak 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
Asana10.0
Based on 32 answers
Asana is adding more useful features and it makes the work of their entire team more organized and more efficient. It really helps us in achieving greater achievements as a team. It helps us to earn more revenue since we have more satisfied clients, simply because we are able to finish their project on time or even before the due date.
Brent Lionel Mausisa profile photo

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
Asana6.0
Based on 5 answers
This is the best task management App for teams I have used
Ronen Soreq profile photo

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
Asana8.4
Based on 2 answers
Working with Asana on a daily basis
Ronen Soreq profile photo

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
Asana8.3
Based on 2 answers
They don't fix everything, but they have certainly gone the extra mile for us. When we were frustrated with a recent change that altered our default view of every project, changing it from all projects being visible to just incomplete projects being visible, they wrote a custom script to change all of our default views back for us, so we didn't have to manually click 3,000 times (we have over a thousand projects).
No photo available

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

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
Record retention is greater with Asana.
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
Asana8.2
Based on 1 answer
I used this tool on a daily basis at work and it runs as a solid rock
Ronen Soreq profile photo

Return on Investment

  • Agile CRM is such an integral part of our business, that I can imagine life without it. If we didn't have it, it would mean missing important calls, not following up on key leads, and not having current contact information for many of our clients, vendors, and prospects.
  • In addition to cost savings, agile CRM also helps me save time. It's very responsive, so updating records is not a hassle. I particularly like being able to import details from someone's LinkedIn page without having the type of thing.
Mike Wittenstein profile photo
  • We have used ASANA to alert people about support emails and voice mails; we have saved money on buying a more comprehensive service before needing it.
  • Excellent for keeping organised and finding your way into your work each morning or after any time off; it saves us a lot of time.
  • It takes time to use ASANA and everyone needs to use it to make it useful -- we have a few people who haven't gotten onto it. One is the programmer so I guess that's ok - he has other ways to capture his workflow that are better suited.
Karen Hansen profile photo

Pricing Details

Agile CRM

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

Asana

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
Optional
8.33*
1.  per user per month
Additional Pricing Details
Asana is always free for teams of up to 15 people.