What users are saying about

Agile CRM

Top Rated
59 Ratings

Booker

24 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Booker

24 Ratings
Score 8.6 out of 101

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Likelihood to Recommend

Agile CRM

If you're looking for a fully functional CRM that is easy to use on practically any device while reducing your dependence on multiple programs (deal reporting, contact center, service tickets, marketing automation) then you should consider agile CRM. If you are a do-it-yourselfer, the agile CRM support team is excellent in getting you going – and keeping you going. The responses are quick, on point, and very helpful.Agile CRM isn't wonderful at updating groups of records (unless you're facile with database imports and exports). For example, selecting 500 records and switching tags could be a much simpler process…
Mike Wittenstein profile photo

Booker

Because of the integration of so many critical features, I would not hesitate to recommend Booker to others. The few back end drawbacks are a small price to pay for the front end functionality.
K. Joann Clemens profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

Agile CRM
5.8
Booker
Social data
Agile CRM
5.8
Booker
Social engagement
Agile CRM
5.9
Booker

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
Booker
Mobile access
Agile CRM
8.0
Booker

Pros

  • Agile CRM makes it easy to find out exactly where we are with any potential deal. It tracks notes that we enter directly into the program as well as displays emails and related people and deals with the click of a mouse.
  • Agile CRM has some remarkably capable marketing automation capabilities that we are just tapping into. You can set up drip campaigns, automated responses, and with Zapier, you can do even more.
  • The Kanban style deal board… See exactly where each deal is and where we need to pay attention. In short, it shows us the next right thing to do.
Mike Wittenstein profile photo
  • Booker is very user friendly! If you have any questions their reps are amazing and will definitely help you in whatever way they can.
  • Booker has a great reporting system. You can export any report and edit it from there to how you would like it.
  • Booker is easy to navigate as well.
No photo available

Cons

  • The newsletter part is a bit clunky compared to dedicated services like MailChimp or Aweber. It's just not very streamlined and logical.
  • There needs to be more flexibility in importing contacts. Currently, you can only import if you have an email and a name which obviously a lot of systems don't. It makes manipulating data by importing very difficult and the 'having to have a first name' is not even consistent with the system itself.
  • The iPhone/Android app is not quite doing it for me - very hard to navigate currently.
Vilhelm Kruse profile photo
  • Reporting. There are so many reports it is difficult to find which one will answer the questions you have in mind. The reports, although detailed, are difficult to understand, in my opinion. When researching sales, every report shows different numbers, some show credit card tips, some show cash given back, some show totals including payouts. And it is not clearly written what is included or not included in these numbers.
  • Purchase Orders. Purchase orders can not be saved as a PDF. When placing orders for multiple locations I have to send multiple emails to my vendor rather than one with all orders attached.
  • Detail. While attention to detail is fantastic, there may be too much detail here. There are multiple ways to do one specific task, which makes training difficult. Services, add-ons, products are broken down to so many categories, the list can go on and on. It seems there are so many steps to do one simple thing.
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
Booker10.0
Based on 1 answer
Because I'm so familiar with it. I'll definitely reconsider.
No photo available

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
Booker8.3
Based on 3 answers
It gets the job done but is overly detailed and has many steps to do a simple task. Reports are continuously being archived and discontinued. As soon as I get used to one it is no longer available
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 CRM5.9
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
Booker10.0
Based on 2 answers
Booker is very user friendly and its support team is excellent.
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
Booker10.0
Based on 1 answer
As far as I know, implementing Booker into our business was fairly easy.
No photo available

Alternatives Considered

With Agile CRM, I get the most bang for my buck, being a one-man operation. Their selling point that they offer everything you need is very sexy when the budget is limited. At the end of the day, Agile CRM offered a solution to my core business problem (which was centralizing client information) where other platforms do super sexy things, that I really did not need - and most were a lot more expensive.
Vilhelm Kruse profile photo
I've used Millennium in the past - I love the LOOK of SpaBooker better but I don't recall ever having the amount of glitches as Booker has. Their membership process was much more streamlined as well.
Tara Marie Hoxha 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

  • Ease of mind and less stress in the daily work of following up with clients and cases
  • Good starting point for understanding my needs.
  • I can't excuse myself by saying I don't have access to a platform that 'does that, 'because Agile CRM probably does that. (there is a ton of features)
Vilhelm Kruse profile photo
  • Better customer service when dialing in for Booker troubleshooting.
No photo available

Screenshots

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

Booker

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$250
Booker Editions & Modules
Booker
Edition
Basic
$851
Standard
$1351
Plus
Custom
1. Per Month [Unlimited Users]
Additional Pricing Details