What users are saying about
Top Rated
62 Ratings
12 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
12 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.1 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

bpm'online

  • Data segmentation
  • Increase in productivity
  • Better understanding of customer behavior
Pedro Campos profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
bpm'online
9.1
Customer data management / contact management
Agile CRM
8.7
bpm'online
9.1
Workflow management
Agile CRM
7.4
bpm'online
9.0
Territory management
Agile CRM
6.7
bpm'online
Opportunity management
Agile CRM
8.0
bpm'online
9.1
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
bpm'online
9.1
Contract management
Agile CRM
7.6
bpm'online
9.3
Quote & order management
Agile CRM
6.6
bpm'online
9.3
Interaction tracking
Agile CRM
8.4
bpm'online
9.0
Channel / partner relationship management
Agile CRM
8.6
bpm'online
8.8

Customer Service & Support

Agile CRM
6.8
bpm'online
9.1
Case management
Agile CRM
7.0
bpm'online
9.1
Call center management
Agile CRM
6.4
bpm'online
9.1
Help desk management
Agile CRM
7.0
bpm'online
9.1

Marketing Automation

Agile CRM
8.5
bpm'online
7.5
Lead management
Agile CRM
8.6
bpm'online
7.6
Email marketing
Agile CRM
8.5
bpm'online
7.4

CRM Project Management

Agile CRM
6.7
bpm'online
9.0
Task management
Agile CRM
7.3
bpm'online
8.6
Billing and invoicing management
Agile CRM
5.7
bpm'online
9.1
Reporting
Agile CRM
7.0
bpm'online
9.3

CRM Reporting & Analytics

Agile CRM
6.8
bpm'online
9.0
Forecasting
Agile CRM
6.0
bpm'online
8.9
Pipeline visualization
Agile CRM
8.4
bpm'online
8.9
Customizable reports
Agile CRM
6.1
bpm'online
9.3

Customization

Agile CRM
7.9
bpm'online
9.3
Custom fields
Agile CRM
8.7
bpm'online
9.4
Custom objects
Agile CRM
7.8
bpm'online
9.0
Scripting environment
Agile CRM
6.6
bpm'online
9.1
API for custom integration
Agile CRM
8.6
bpm'online
9.6

Security

Agile CRM
8.0
bpm'online
9.5
Single sign-on capability
Agile CRM
8.3
bpm'online
9.6
Role-based user permissions
Agile CRM
7.6
bpm'online
9.4

Social CRM

Agile CRM
5.9
bpm'online
9.2
Social data
Agile CRM
5.8
bpm'online
9.3
Social engagement
Agile CRM
5.9
bpm'online
9.1

Integrations with 3rd-party Software

Agile CRM
7.9
bpm'online
7.4
Marketing automation
Agile CRM
7.8
bpm'online
7.4
Compensation management
Agile CRM
7.9
bpm'online

Platform

Agile CRM
8.0
bpm'online
9.1
Mobile access
Agile CRM
8.0
bpm'online
9.1

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
  • Market segmentation
  • History of all the activities with the Accounts/Contacts
  • Great email tools
Pedro Campos profile photo

Cons

  • On the deal board, I'd like for agile to show how many days a deal has been in that stage. That information is available in other places, but having it on the Kanban board would be great.
  • It takes quite a bit of contextual understanding to make the marketing automation work. It would be much better if more of that information were available in the interface so you didn't have to do so much off program research and decisioning prior to implementing your ideas.
  • I'd like for agile CRM to also offer a "picture" of how the existing marketing automations and campaigns interact with each other, to avoid embarrassing or duplicate emails and other actions.
Mike Wittenstein profile photo
  • The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.
Elina Polonska 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 CRM5.7
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
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

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo
We can’t imagine our daily operation without bpm’online. We
highly recommend.
Elina Polonska 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

  • no difference as yet as we only started using for sales
Deborah Felicio profile photo
  • Only positive impact
Elina Polonska profile photo

Pricing Details

Agile CRM

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

bpm'online

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
$3,000*
1.  per installation
Additional Pricing Details
The perpetual license option for on-site deployment is available upon request for enterprise-level customers. The purchase of perpetual license requires a one-time payment and the renewal of support packages on a yearly basis. Please discuss this with your bpm’online account manager. The pricing of bpm’online sales is indicated for monthly use of the software (including technical maintenance and updates to new versions). The system is available for subscription in two deployment options – Cloud and On-site. The minimum annual purchase volume per customer is $3,000 spent for any bpm’online products or vertical solutions. Purchase of add-ons, connectors, as well as support or training services is not counted as part of the minimum purchase volume