What users are saying about

Agile CRM

Top Rated
59 Ratings

Close.io

9 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Close.io

9 Ratings
Score 9.1 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
7.8
Close.io
8.7
Customer data management / contact management
Agile CRM
8.7
Close.io
6.8
Workflow management
Agile CRM
7.4
Close.io
9.1
Territory management
Agile CRM
6.7
Close.io
8.0
Opportunity management
Agile CRM
8.0
Close.io
8.1
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Close.io
9.3
Contract management
Agile CRM
7.5
Close.io
10.0
Quote & order management
Agile CRM
6.5
Close.io
Interaction tracking
Agile CRM
8.3
Close.io
9.3
Channel / partner relationship management
Agile CRM
8.4
Close.io
9.3

Customer Service & Support

Agile CRM
6.8
Close.io
9.8
Case management
Agile CRM
7.0
Close.io
10.0
Call center management
Agile CRM
6.4
Close.io
9.3
Help desk management
Agile CRM
7.1
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
8.4
Close.io
10.0

CRM Project Management

Agile CRM
6.6
Close.io
Task management
Agile CRM
7.3
Close.io
Billing and invoicing management
Agile CRM
5.6
Close.io
Reporting
Agile CRM
7.1
Close.io

CRM Reporting & Analytics

Agile CRM
6.8
Close.io
8.5
Forecasting
Agile CRM
6.0
Close.io
Pipeline visualization
Agile CRM
8.4
Close.io
8.0
Customizable reports
Agile CRM
6.1
Close.io
9.0

Customization

Agile CRM
7.8
Close.io
9.7
Custom fields
Agile CRM
8.7
Close.io
9.3
Custom objects
Agile CRM
7.7
Close.io
10.0
Scripting environment
Agile CRM
6.5
Close.io
10.0
API for custom integration
Agile CRM
8.5
Close.io
9.3

Security

Agile CRM
7.9
Close.io
9.0
Single sign-on capability
Agile CRM
8.3
Close.io
9.0
Role-based user permissions
Agile CRM
7.5
Close.io
9.1

Social CRM

Agile CRM
5.8
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
7.7
Close.io
9.0
Marketing automation
Agile CRM
7.8
Close.io
9.0
Compensation management
Agile CRM
7.6
Close.io

Platform

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

Pros

  • Intuitive and provides a great user experience through its simple web design; takes no time to set-up and jump right in.
  • Offers integrations with multiple other software platforms to provide a flexible and inclusive business tool.
  • One of the best options available at this price point; plans available to add more features to adjust to your business needs.
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  • Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
  • Email sync. Syncs in real time with your email account, which is huge.
  • Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
Erik Zahnlecker profile photo

Cons

  • Reporting is lacking.
  • The more features needed, the pricier the plan.
  • Testing options are lacking.
No photo available
  • I'd like it if I could customize the inbox so that only leads that meet my defined criteria show up on my to-do list. Instead, it's managed by Close and what they consider to be an action item.
  • The interface could use a face lift :)
Erik Zahnlecker 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

I trialed a number of other CRMs much to the disgust of my colleagues!
  • Pipedrive was great but more sales focussed and heavy on Javascript so felt slow at times
  • OnePageCRM was good but no sales automation when we tried it
  • Highrise - wanted to love it but too basic and even though we had a free license bundled with Basecamp we didn't use it.
  • Capsule was good but basic
  • Salesforce was too complicated to learn
  • Infusionsoft and Hubspot were too hard sell (Hubspot wanted a 1 year commitment)
Jez John 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

  • Very positive ROI, handles lead and event management really well.
  • Keeps the whole team on the same page.
Jez John profile photo
  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Erik Zahnlecker 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