What users are saying about

Agile CRM

Top Rated
59 Ratings

bpm'online

12 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

bpm'online

12 Ratings
Score 8.1 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

bpm'online

Very customizeable. I might suggest that you have a developer on staff to help with set up. This would have made things much easier
No photo available

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
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
6.6
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
7.5
bpm'online
9.3
Quote & order management
Agile CRM
6.5
bpm'online
9.3
Interaction tracking
Agile CRM
8.3
bpm'online
9.0
Channel / partner relationship management
Agile CRM
8.4
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
7.1
bpm'online
9.1

Marketing Automation

Agile CRM
8.5
bpm'online
7.4
Lead management
Agile CRM
8.6
bpm'online
7.5
Email marketing
Agile CRM
8.4
bpm'online
7.4

CRM Project Management

Agile CRM
6.6
bpm'online
9.0
Task management
Agile CRM
7.3
bpm'online
8.6
Billing and invoicing management
Agile CRM
5.6
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
7.8
bpm'online
9.3
Custom fields
Agile CRM
8.7
bpm'online
9.4
Custom objects
Agile CRM
7.7
bpm'online
9.0
Scripting environment
Agile CRM
6.5
bpm'online
9.1
API for custom integration
Agile CRM
8.5
bpm'online
9.6

Security

Agile CRM
7.9
bpm'online
9.5
Single sign-on capability
Agile CRM
8.3
bpm'online
9.6
Role-based user permissions
Agile CRM
7.5
bpm'online
9.4

Social CRM

Agile CRM
5.8
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
7.7
bpm'online
7.4
Marketing automation
Agile CRM
7.7
bpm'online
7.4
Compensation management
Agile CRM
7.6
bpm'online

Platform

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

Pros

  • easy to set up
  • somehow affordable
  • team loves working with it
Deborah Felicio profile photo
  • Customer service is stellar. Especially our current support specialist, Daniel. He is quick to respond, willing to help, and always accomplishes what he says he will.
  • The UI is very aesthetically pleasing, and overall very intuitive. The customizeabilty of the system is undeniable.
  • They are continually taking suggestions and working to make improvements. Each release has new features that are interesting to us.
No photo available

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
  • More videos explaining some features
Pedro Campos 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

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo
MS, Salesforce marketing cloud, Pipeliner
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
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