What users are saying about
Top Rated
62 Ratings
Top Rated
34 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
Top Rated
34 Ratings
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Score 8.8 out of 101

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Likelihood to Recommend

Agile CRM

This is an affordable platform. If they can work out the kinks to get it to work properly and of their service to respond to more complex issues, It'll have the product that competes directly with Salesforce.
Steven Davis profile photo

Base CRM

I think that for a company that creates any sales and needs to house their client information, the Base is perfect. The price of the program makes it completely worth the investment. And to be able to use customizations makes it possible for any business that does sales use Base for their orders.I would say for companies that use legal contracts or binding contracts for their business, Base may be too simple for their needs. We work in tandem with a company that always has contracts going back and forth, and the build out of the customizations here weren't really going to work for them.
bryan robison profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Base CRM
8.6
Customer data management / contact management
Agile CRM
8.7
Base CRM
9.1
Workflow management
Agile CRM
7.4
Base CRM
7.7
Territory management
Agile CRM
6.7
Base CRM
8.2
Opportunity management
Agile CRM
8.0
Base CRM
9.3
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Base CRM
9.0
Contract management
Agile CRM
7.6
Base CRM
8.0
Quote & order management
Agile CRM
6.6
Base CRM
8.7
Interaction tracking
Agile CRM
8.4
Base CRM
9.2
Channel / partner relationship management
Agile CRM
8.6
Base CRM
8.2

Customer Service & Support

Agile CRM
6.8
Base CRM
7.6
Case management
Agile CRM
7.0
Base CRM
8.0
Call center management
Agile CRM
6.4
Base CRM
7.4
Help desk management
Agile CRM
7.0
Base CRM
7.5

Marketing Automation

Agile CRM
8.5
Base CRM
7.6
Lead management
Agile CRM
8.6
Base CRM
8.5
Email marketing
Agile CRM
8.5
Base CRM
6.7

CRM Project Management

Agile CRM
6.7
Base CRM
8.0
Task management
Agile CRM
7.3
Base CRM
8.5
Billing and invoicing management
Agile CRM
5.7
Base CRM
7.0
Reporting
Agile CRM
7.0
Base CRM
8.7

CRM Reporting & Analytics

Agile CRM
6.8
Base CRM
8.9
Forecasting
Agile CRM
6.0
Base CRM
8.6
Pipeline visualization
Agile CRM
8.4
Base CRM
9.3
Customizable reports
Agile CRM
6.1
Base CRM
8.8

Customization

Agile CRM
7.9
Base CRM
8.4
Custom fields
Agile CRM
8.7
Base CRM
9.3
Custom objects
Agile CRM
7.8
Base CRM
8.5
Scripting environment
Agile CRM
6.6
Base CRM
8.6
API for custom integration
Agile CRM
8.6
Base CRM
7.3

Security

Agile CRM
8.0
Base CRM
9.3
Single sign-on capability
Agile CRM
8.3
Base CRM
9.2
Role-based user permissions
Agile CRM
7.6
Base CRM
9.4

Social CRM

Agile CRM
5.9
Base CRM
8.3
Social data
Agile CRM
5.8
Base CRM
8.5
Social engagement
Agile CRM
5.9
Base CRM
8.0

Integrations with 3rd-party Software

Agile CRM
7.9
Base CRM
6.0
Marketing automation
Agile CRM
7.8
Base CRM
6.0
Compensation management
Agile CRM
7.9
Base CRM
6.0

Platform

Agile CRM
8.0
Base CRM
9.4
Mobile access
Agile CRM
8.0
Base CRM
9.4

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
  • My favorite piece is the Tasks connected to the Clients OR the Deals themselves that keep the process moving with the right steps, and helps our team from doubling our work, or missing a piece that is crucial for the completion of the sale.
  • The email integration helps to keep all things housed in one place also, so that you're not bouncing back and forth in multiple platforms to stay on top of the orders.
  • Customizations are a HUGE part of why we use Base CRM right now. We can make sure we are recording all of the right information, and not wasting time by having to fill in or skip over content that doesn't apply to our business model.
  • I also like the ability to tied Deals to multiple people, especially as Referrals come across, so we don't forget how we got in touch with different clients.
bryan robison profile photo

Cons

  • A little bit expensive for smaller companies
  • Still not very intuitive and some features that you would think are just common sense, sometimes they are not available
Deborah Felicio profile photo
  • I mentioned the email integration, but this can be 10 minutes or more behind real time, which discourages our team from actually using it all the time. If it was quicker in the download of our emails, we would not feel behind or miss any deadlines.
  • I'd love to see other programs like FRESHBOOKS or other payment platforms able to be integrated well, so that we can truly do everything out of Base. Maybe even the ability to create invoices, and receive payments, through Base as well. That would be great!
  • It would be great for the Mobile App to be more user-friendly. It is good, but doesn't WOW our team, so we don't use it very much, which keeps us more locked down to our laptops.
bryan robison 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
Base CRM3.0
Based on 1 answer
We have moved on to a more robust option of CMS.
Jeremy Doyle 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
Base CRM7.0
Based on 1 answer
It really is easy to use, but just not enough behind it.
Jeremy Doyle 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
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
Base CRM6.0
Based on 1 answer
The support team is good, but not great.
Jeremy Doyle profile photo

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
Base CRM7.0
Based on 1 answer
This product has a great backing of users, but needs more options direct from Base CRM on all operations of the software. YouTube videos do a great job of helping implement, and the back end support is a great help as well. The CRM is a great free option, and should be treated as such.
Jeremy Doyle profile photo

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
Base CRM8.0
Based on 1 answer
Simple, and straight forward.
Jeremy Doyle profile photo

Alternatives Considered

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
Much more efficient and cleaner interface allows quicker and simpler contact/pipeline management for all members of staff regardless of seniority.Additionally, it's a much simpler platform designed for sales compared to more traditional CRMs.Finally, the support has been, unparalleled. They really care about their customers and ensure that they are using the platform to the best of their ability.
Ali Nisar 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

  • 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
  • Knowledge: having the ability to manipulate the data of previous sales, client industries, and custom tags, mean that you can literally drill down to any level of information currently assigned in the system. This is an invaluable tool.
  • Mobility: Being able to track deals, adjust the pipeline, and add and search client information from a anywhere makes it easy to do business from a mobile device or anywhere with wifi.
  • Growth: New features are continually being added to Base. With each new roll out, the system becomes more robust, the experience easier and more intuitive, and the ability to track and manipulate data easier.
Gregory Perrine profile photo

Pricing Details

Agile CRM

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

Base CRM

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