What users are saying about
Top Rated
62 Ratings
14 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
14 Ratings
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Score 8.6 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.
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Capsule CRM

If you want a super robust CRM that does it all, Capsule is not the way to go. It's missing a lot of elements that more powerful CRMs have (though it makes up for it with many integration possibilities). But in my opinion, that simplicity can be a good thing if you just want a way to keep track of your sales pipeline. A lot of people don't have the time or mental bandwidth to learn a new system, and it's better to learn something simple than to barely use something powerful. Capsule is also great if you have to keep track of a lot of contacts--a small PR firm would find this very useful.
Rosi Muñoz profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Capsule CRM
8.4
Customer data management / contact management
Agile CRM
8.7
Capsule CRM
9.2
Workflow management
Agile CRM
7.4
Capsule CRM
8.2
Territory management
Agile CRM
6.8
Capsule CRM
Opportunity management
Agile CRM
8.0
Capsule CRM
7.6
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Capsule CRM
7.0
Contract management
Agile CRM
7.6
Capsule CRM
8.4
Quote & order management
Agile CRM
6.6
Capsule CRM
7.8
Interaction tracking
Agile CRM
8.4
Capsule CRM
9.6
Channel / partner relationship management
Agile CRM
8.6
Capsule CRM
9.2

Customer Service & Support

Agile CRM
6.8
Capsule CRM
7.0
Case management
Agile CRM
7.0
Capsule CRM
10.0
Call center management
Agile CRM
6.4
Capsule CRM
Help desk management
Agile CRM
7.0
Capsule CRM
4.0

Marketing Automation

Agile CRM
8.5
Capsule CRM
8.0
Lead management
Agile CRM
8.6
Capsule CRM
8.0
Email marketing
Agile CRM
8.5
Capsule CRM
8.0

CRM Project Management

Agile CRM
6.7
Capsule CRM
7.6
Task management
Agile CRM
7.3
Capsule CRM
8.8
Billing and invoicing management
Agile CRM
5.7
Capsule CRM
7.0
Reporting
Agile CRM
7.0
Capsule CRM
7.0

CRM Reporting & Analytics

Agile CRM
6.8
Capsule CRM
6.7
Forecasting
Agile CRM
6.0
Capsule CRM
5.0
Pipeline visualization
Agile CRM
8.4
Capsule CRM
8.0
Customizable reports
Agile CRM
6.1
Capsule CRM
7.0

Customization

Agile CRM
7.9
Capsule CRM
6.6
Custom fields
Agile CRM
8.7
Capsule CRM
6.6
Custom objects
Agile CRM
7.8
Capsule CRM
6.0
Scripting environment
Agile CRM
6.6
Capsule CRM
6.0
API for custom integration
Agile CRM
8.6
Capsule CRM
8.0

Security

Agile CRM
8.0
Capsule CRM
7.5
Single sign-on capability
Agile CRM
8.3
Capsule CRM
8.0
Role-based user permissions
Agile CRM
7.6
Capsule CRM
7.0

Social CRM

Agile CRM
5.9
Capsule CRM
6.5
Social data
Agile CRM
5.8
Capsule CRM
7.0
Social engagement
Agile CRM
5.9
Capsule CRM
6.0

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
Capsule CRM
7.0
Mobile access
Agile CRM
8.0
Capsule CRM
7.0

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
  • Many fields. It's not super customizable, at least at the free level, but there are many fields that you can utilize to fit your needs
  • Entirely web based. We've never experienced down time or lag issues.
  • Free! It's hard to find a powerful database for free.
Alicia Barevich, bCRE, bCEE profile photo

Cons

  • While many aspects of the software are intuitive and simple to implement, much of the marketing automation functions assumed a level of technical familiarity that was beyond the average user. As soon as a tutorial tells me to get something from GitHub, I get the idea they're talking to a technician.
  • The help files, tutorials were of low quality and not always kept up to date with changes in layout of the software etc.
  • During the period we were using Agile CRM, I had to constantly trawl through their update logs and forum. This is because, as the name Agile suggests, the development and improvement of the software was constantly evolving in an organic fashion. But many of the developments were not relevant to us; majorly they were integrations with obscure apps that I would never use. But I had to understand 20 changes to locate the one that had some relevance to me.
Colin Butler profile photo
  • I REALLY wish they had the option to list an individual as being part of more than one company. That is a pretty basic feature that should be included!
  • It would be nice to have a more flexible workflow option with Tracks ("if this then that"), or a very simple flowchart of tasks that are generated depending on which way the opportunity goes.
  • There are barely any Capsule videos on Youtube. A feature I would really love is a set of tutorials or webinars that I could use for learning and for training others.
  • It would be neat if they integrated with project planning software like Basecamp or Wrike.
Rosi Muñoz 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

Agile CRM did most of what PipeDrive did, some of what Hubspot does, and a range of other stuff that I was starry eyed about at the outset. but I eventually concluded that a jack-of-all-trades was not what i was looking for. And while the support team tried, they didn't have English as their first language and weren't on my time zone so all those factors conspired to turn me off on the end.
Colin Butler profile photo
SuiteCRM, & SugarCRM were the other final contenders when I chose Capsule CRM. I don't remember what was the final factor in making a decision, but I know that the amount of database you can get for free was really my main consideration, and the ability to grow into the paid version was great as well.
Alicia Barevich, bCRE, bCEE 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

  • All contact data is in one spot
  • You can see a detailed view of each contact's deal history
  • It is a more affordable option than some CRMs
Victoria Hoete-Dodd profile photo
  • It's enabled us to have a cloud-based live database, rather than living off spreadsheets or an antiquated Access database
  • It's hard to really quantify ROI on a small startup, but it's been very helpful to have a small scale but powerful CRM as we grow the company.
  • Since we don't use it entirely as it's intended, the terminology and shortcuts are a bit confusing.
Alicia Barevich, bCRE, bCEE profile photo

Pricing Details

Agile CRM

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

Capsule CRM

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