What users are saying about

Agile CRM

Top Rated
59 Ratings

Claritysoft

3 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Claritysoft

3 Ratings
Score 9 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

Claritysoft

Our client, and probably most, do not like change. We transitioned from a tool that had been used for nearly 7 years. From a support staff, we were concerned about how customers would react to learning new processes. However, Claritysoft's concise, ergonomic flow of use really did not present too many complaints by our clients. Any "complaints" we did receive were more from those who didn't want to change rather than from those who didn't understand. Reports, reports, reports! Our clients love data (and who doesn't!), and Claritysoft's robust reporting capabilities shine bright. It is a bit difficult to configure the reports, but that complexity is an added feature IMO.
Ryan Weller profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Claritysoft
8.2
Customer data management / contact management
Agile CRM
8.7
Claritysoft
8.0
Workflow management
Agile CRM
7.4
Claritysoft
10.0
Territory management
Agile CRM
6.7
Claritysoft
Opportunity management
Agile CRM
8.0
Claritysoft
9.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Claritysoft
5.0
Contract management
Agile CRM
7.5
Claritysoft
Quote & order management
Agile CRM
6.5
Claritysoft
9.0
Interaction tracking
Agile CRM
8.3
Claritysoft
8.0
Channel / partner relationship management
Agile CRM
8.4
Claritysoft

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

Agile CRM
6.6
Claritysoft
9.3
Task management
Agile CRM
7.3
Claritysoft
8.0
Billing and invoicing management
Agile CRM
5.6
Claritysoft
10.0
Reporting
Agile CRM
7.1
Claritysoft
10.0

CRM Reporting & Analytics

Agile CRM
6.8
Claritysoft
9.0
Forecasting
Agile CRM
6.0
Claritysoft
8.0
Pipeline visualization
Agile CRM
8.4
Claritysoft
Customizable reports
Agile CRM
6.1
Claritysoft
10.0

Customization

Agile CRM
7.8
Claritysoft
8.5
Custom fields
Agile CRM
8.7
Claritysoft
9.0
Custom objects
Agile CRM
7.7
Claritysoft
Scripting environment
Agile CRM
6.5
Claritysoft
API for custom integration
Agile CRM
8.5
Claritysoft
8.0

Security

Agile CRM
7.9
Claritysoft
9.5
Single sign-on capability
Agile CRM
8.3
Claritysoft
10.0
Role-based user permissions
Agile CRM
7.5
Claritysoft
9.0

Social CRM

Agile CRM
5.8
Claritysoft
Social data
Agile CRM
5.8
Claritysoft
Social engagement
Agile CRM
5.9
Claritysoft

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
Claritysoft
Mobile access
Agile CRM
8.0
Claritysoft

Pros

  • Easy to add new contacts whether manually or automatically as they fill in forms on site.
  • The banners feature is useful to flag important messages regarding certain users.
  • The email reporting is easy to see CTR open rate etc.
Victoria Hoete-Dodd profile photo
  • Ease of Use - Claritysoft offers a very organic and intuitive design for customers to easily navigate and use.
  • Developer Standpoint - Standing up the application and importing data was straightforward and did not take long to configure security, permissions and roles.
  • Out Of The Box (OOTB) - Claritysoft out of the box offered many built-in tools utilized for our environment, however, manipulating and customizing was not over the top difficult, once we established a baseline.
Ryan Weller profile photo

Cons

  • Reporting is lacking.
  • The more features needed, the pricier the plan.
  • Testing options are lacking.
No photo available
  • This may be an unfair "con", however the application is quite costly. With that said, it is worth it!
  • This may be a "con" because of our environment, however the email functionality is a bit limited when it comes to multiple items.
  • Customized reports are a bit messy to build, BUT the options for customization has answered all requests by our client.
Ryan Weller 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

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
In terms of portfolio management, Claritysoft has been hands down a better overall product. Most importantly, it has been the most customer friendly application. The tool was selected, not by me, however many other competitors were evaluated. The aspects needed most by our client, were achieved best by the offerings of Clarity, many out of the box, but anything not inherent, we have had not problems configuring and implementing.
Ryan Weller 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
  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Ryan Weller profile photo

Pricing Details

Agile CRM

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

Claritysoft

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