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

Close.io

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Close.io
9.2
Customer data management / contact management
Agile CRM
8.7
Close.io
8.4
Workflow management
Agile CRM
7.4
Close.io
9.0
Territory management
Agile CRM
6.8
Close.io
8.0
Opportunity management
Agile CRM
8.0
Close.io
9.1
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Close.io
9.6
Contract management
Agile CRM
7.6
Close.io
10.0
Quote & order management
Agile CRM
6.6
Close.io
Interaction tracking
Agile CRM
8.4
Close.io
9.6
Channel / partner relationship management
Agile CRM
8.6
Close.io
9.6

Customer Service & Support

Agile CRM
6.8
Close.io
9.9
Case management
Agile CRM
7.0
Close.io
10.0
Call center management
Agile CRM
6.4
Close.io
9.6
Help desk management
Agile CRM
7.0
Close.io
10.0

Marketing Automation

Agile CRM
8.5
Close.io
10.0
Lead management
Agile CRM
8.6
Close.io
10.0
Email marketing
Agile CRM
8.5
Close.io
10.0

CRM Project Management

Agile CRM
6.7
Close.io
10.0
Task management
Agile CRM
7.3
Close.io
10.0
Billing and invoicing management
Agile CRM
5.7
Close.io
10.0
Reporting
Agile CRM
7.0
Close.io
10.0

CRM Reporting & Analytics

Agile CRM
6.8
Close.io
9.9
Forecasting
Agile CRM
6.0
Close.io
10.0
Pipeline visualization
Agile CRM
8.4
Close.io
9.7
Customizable reports
Agile CRM
6.1
Close.io
9.9

Customization

Agile CRM
7.9
Close.io
9.8
Custom fields
Agile CRM
8.7
Close.io
9.6
Custom objects
Agile CRM
7.8
Close.io
10.0
Scripting environment
Agile CRM
6.6
Close.io
10.0
API for custom integration
Agile CRM
8.6
Close.io
9.6

Security

Agile CRM
8.0
Close.io
9.5
Single sign-on capability
Agile CRM
8.3
Close.io
9.9
Role-based user permissions
Agile CRM
7.6
Close.io
9.1

Social CRM

Agile CRM
5.9
Close.io
10.0
Social data
Agile CRM
5.8
Close.io
10.0
Social engagement
Agile CRM
5.9
Close.io
10.0

Integrations with 3rd-party Software

Agile CRM
7.9
Close.io
9.0
Marketing automation
Agile CRM
7.8
Close.io
9.0
Compensation management
Agile CRM
7.9
Close.io

Platform

Agile CRM
8.0
Close.io
10.0
Mobile access
Agile CRM
8.0
Close.io
10.0

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
  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto profile photo

Cons

  • The learning process is more challenging and takes longer to get used to the way things are handled in Agile CRM.
  • Agile CRM needs to improve their testing and preview options for different campaign segments.
  • There are some user interface tasks that could be made more user friendly such as setting up email templates and forms templates.
No photo available
  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
Joe Gatto 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
Close.io strikes an important balance between power (features / functionality) and simplicity, making it an enjoyable and powerful platform to use. It's also priced favorably to Salesforce
Erik Zahnlecker 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

  • It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.
Colin Butler profile photo
  • I can search by my notes & activity, which saves a lot of time.
Joe Gatto profile photo

Pricing Details

Agile CRM

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

Close.io

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