What users are saying about
65 Ratings
12 Ratings
65 Ratings
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Score 7.3 out of 101
12 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 9.3 out of 101

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

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
8.1
Close
9.2
Customer data management / contact management
Agile CRM
8.8
Close
8.4
Workflow management
Agile CRM
7.7
Close
9.0
Territory management
Agile CRM
7.5
Close
8.0
Opportunity management
Agile CRM
8.2
Close
9.2
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.4
Close
9.6
Contract management
Agile CRM
7.8
Close
10.0
Quote & order management
Agile CRM
7.0
Close
Interaction tracking
Agile CRM
8.2
Close
9.6
Channel / partner relationship management
Agile CRM
8.9
Close
9.6

Customer Service & Support

Agile CRM
7.0
Close
9.9
Case management
Agile CRM
7.1
Close
10.0
Call center management
Agile CRM
6.8
Close
9.6
Help desk management
Agile CRM
7.1
Close
10.0

Marketing Automation

Agile CRM
8.5
Close
10.0
Lead management
Agile CRM
8.5
Close
10.0
Email marketing
Agile CRM
8.5
Close
10.0

CRM Project Management

Agile CRM
7.4
Close
10.0
Task management
Agile CRM
7.8
Close
10.0
Billing and invoicing management
Agile CRM
7.0
Close
10.0
Reporting
Agile CRM
7.3
Close
10.0

CRM Reporting & Analytics

Agile CRM
7.2
Close
10.0
Forecasting
Agile CRM
6.7
Close
10.0
Pipeline visualization
Agile CRM
8.3
Close
9.9
Customizable reports
Agile CRM
6.6
Close
10.0

Customization

Agile CRM
8.2
Close
9.8
Custom fields
Agile CRM
8.6
Close
9.6
Custom objects
Agile CRM
7.9
Close
10.0
Scripting environment
Agile CRM
7.9
Close
10.0
API for custom integration
Agile CRM
8.3
Close
9.6

Security

Agile CRM
8.1
Close
9.5
Single sign-on capability
Agile CRM
8.3
Close
10.0
Role-based user permissions
Agile CRM
7.9
Close
9.1

Social CRM

Agile CRM
6.5
Close
10.0
Social data
Agile CRM
6.6
Close
10.0
Social engagement
Agile CRM
6.4
Close
10.0

Integrations with 3rd-party Software

Agile CRM
8.2
Close
9.0
Marketing automation
Agile CRM
8.2
Close
9.0
Compensation management
Agile CRM
8.2
Close

Platform

Agile CRM
8.3
Close
10.0
Mobile access
Agile CRM
8.3
Close
10.0

Pros

Agile CRM

  • Tracks all of our clients, prospects and sales pipeline
  • Manages inbound leads and marketing automation
  • Acts as a bulk email system for messages and e-newsletters
Jez John profile photo

Close

  • 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

Agile CRM

  • A little bit expensive for smaller companies
  • Still not very intuitive and some features that you would think are just common sense, sometimes they are not available
Deborah Felicio profile photo

Close

  • 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 CRM

Agile CRM 10.0
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

Close

No score
No answers yet
No answers on this topic

Usability

Agile CRM

Agile CRM 10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo

Close

No score
No answers yet
No answers on this topic

Reliability and Availability

Agile CRM

Agile CRM 10.0
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

Close

No score
No answers yet
No answers on this topic

Performance

Agile CRM

Agile CRM 10.0
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

Close

No score
No answers yet
No answers on this topic

Support

Agile CRM

Agile CRM 5.2
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

Close

No score
No answers yet
No answers on this topic

Online Training

Agile CRM

Agile CRM 10.0
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

Close

No score
No answers yet
No answers on this topic

Implementation

Agile CRM

Agile CRM 10.0
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

Close

No score
No answers yet
No answers on this topic

Alternatives Considered

Agile CRM

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo

Close

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 CRM

Agile CRM 10.0
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

Close

No score
No answers yet
No answers on this topic

Return on Investment

Agile CRM

  • no difference as yet as we only started using for sales
Deborah Felicio profile photo

Close

  • 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

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details
BASIC: The perfect sales starter kit. A modern CRM solution with built-in email sync, global calling, and SMS. $65/user/month. PROFESSIONAL: Sales automation for less. Automate your outreach with email sequences and the Power Dialer. $95/user/month. BUSINESS: Built for high-volume teams. Reach more leads than ever before with the built-in Predictive Dialer. $145/user/month. If you're considering using Close with 10+ users, please reach out to our Sales team directly to discuss your pricing and onboarding options. Save 15% with annual billing!

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