What users are saying about

Agile CRM

Top Rated
59 Ratings

ChurnZero

16 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

ChurnZero

16 Ratings
Score 9.2 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

ChurnZero

When I first bought ChurnZero I thought that maybe it was only well-suited to companies that have a small-ish number of customers (say, under 300) but now that I've been using it for a year I don't agree with that assessment. I think it can handle scale well and I don't see us outgrowing it. If you only have one or two CSMs then it's probably not needed, but once you start trying to manage a team of CSMs and measure the health of their accounts, this tool becomes essential.
Heather Foeh profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

Agile CRM
6.6
ChurnZero
Task management
Agile CRM
7.3
ChurnZero
Billing and invoicing management
Agile CRM
5.6
ChurnZero
Reporting
Agile CRM
7.0
ChurnZero

CRM Reporting & Analytics

Agile CRM
6.8
ChurnZero
Forecasting
Agile CRM
6.0
ChurnZero
Pipeline visualization
Agile CRM
8.3
ChurnZero
Customizable reports
Agile CRM
6.1
ChurnZero

Customization

Agile CRM
7.8
ChurnZero
Custom fields
Agile CRM
8.7
ChurnZero
Custom objects
Agile CRM
7.7
ChurnZero
Scripting environment
Agile CRM
6.4
ChurnZero
API for custom integration
Agile CRM
8.5
ChurnZero

Security

Agile CRM
7.9
ChurnZero
8.7
Single sign-on capability
Agile CRM
8.3
ChurnZero
Role-based user permissions
Agile CRM
7.5
ChurnZero
8.7

Social CRM

Agile CRM
5.8
ChurnZero
Social data
Agile CRM
5.8
ChurnZero
Social engagement
Agile CRM
5.9
ChurnZero

Integrations with 3rd-party Software

Agile CRM
7.7
ChurnZero
Marketing automation
Agile CRM
7.7
ChurnZero
Compensation management
Agile CRM
7.6
ChurnZero

Platform

Agile CRM
8.0
ChurnZero
Mobile access
Agile CRM
8.0
ChurnZero

Platform & Infrastructure

Agile CRM
ChurnZero
8.5
API
Agile CRM
ChurnZero
8.4
Integration with Salesforce.com
Agile CRM
ChurnZero
8.6

Customer Data Extraction / Integration

Agile CRM
ChurnZero
8.5
Product usage
Agile CRM
ChurnZero
8.6
Help desk / support tickets
Agile CRM
ChurnZero
8.5

Customer Success Management

Agile CRM
ChurnZero
8.4
NPS surveys
Agile CRM
ChurnZero
8.2
Sponsor tracking
Agile CRM
ChurnZero
8.4
Customer profiles
Agile CRM
ChurnZero
8.7
Automated workflow
Agile CRM
ChurnZero
8.4
Internal collaboration
Agile CRM
ChurnZero
7.9
Customer health scoring
Agile CRM
ChurnZero
8.6
Customer segmentation
Agile CRM
ChurnZero
8.8

CSM Reporting & Analytics

Agile CRM
ChurnZero
8.6
Customer health trends
Agile CRM
ChurnZero
8.7
Engagement analytics
Agile CRM
ChurnZero
8.8
Dashboards
Agile CRM
ChurnZero
8.4

Pros

  • The template emails saves a lot of time and is used quite often.
  • The synchronization of contacts from Outlook to GMail and other platforms allows easy follow-up to all communications for each lead, deal and contact.
  • The integrations with websites and providers promotes encourage to explore more solutions to improve business activities.
  • The chat support is very helpful. They're patient and will answer your questions and offer recommendations to their development team to implement them as new features if it's important your business needs.
No photo available
  • The ChurnScore is very valuable and I like that it's easy to configure. We've made a few tweaks to it and it's become quite accurate at predicting potential churn.
  • Onboarding was smooth and easy and quite quick. We were using it within about 3 weeks.
  • Our customer success manager at ChurnZero has been very proactive with us in helping us use the product in deeper ways.
  • I really like the way Segments work - they're like sophisticated filters that help me home in on very specific groups of customers.
Heather Foeh profile photo

Cons

  • Reporting is lacking.
  • The more features needed, the pricier the plan.
  • Testing options are lacking.
No photo available
  • Ability for system to perform calculations within a created report or segment
  • Enhanced editor for emails
Pete Pietro 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
ChurnZero8.2
Based on 1 answer
ChurnZero its pretty easy to use once you have received the proper training on the platform. Most of their features are very self-explanatory and you just need a few attempts and tries around the platform to master the usage of these features. Having someone who dedicated to this platform and dedicated to helping your team with it, is also key to success.
Pamela Castillo 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 CRM5.9
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
ChurnZero9.1
Based on 1 answer
The support member Peter was very proactive in booking time when he felt that further explanation was required. He also took time to understand my issue and provided answers that I was not even aware of
Preston Lam 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
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

Saleforce - Too expensive.SugarCRM - Versatile. Free. But Slow.Filemaker - Originally designed my own CRMWhich gave me full control of all functionality. But having an online system that is hosted in the cloud provides considerable advantages particularly when allowing access to remote users.
Steven Davis profile photo
I am familiar with AS400, Salesforce and other CRM software. Other alternatives no doubt satisfy needs. The main difference, and it is a big one, is it is as if ChurnZero completed a thorough analysis of all competitors and what those software providers do and do not do. They have what the others have, but better. Then, they have much more than the others have, filling a big gap in the market. One factor that I think this was easier for them to do this than more legacy systems, such as AS400, is that it was new and innovative with updated market information from the start. It did not involve a need to try and take where you are and without revamping everything, make it what they need it to be to be more comprehensive. As a result, I sincerely see an opportunity in the CRM market space for ChurnZero to take a majority of the market.
Rex Muhlestein 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

  • Helped business because there was a better understanding of the size and profiles of my leads
  • Negative impact - leads were labeled as hard bounce and couldn't send until a lead was deleted and added again. VERY time consuming. Luckily this doesn't happen much.
  • Negative impact - Fake leads are added on a daily basis. AgileCRM doesn't have a double confirmation of added leads. But I believe this is normal in many CRMs and can be managed.
Steven Davis profile photo
  • ChurnZero is absolutely tied to turning many clients destined towards not renewing into customers who have renewed.
Peter Bollinger profile photo

Pricing Details

Agile CRM

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

ChurnZero

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