What users are saying about
Top Rated
62 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
1 Ratings
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Score 7 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

Contactability

Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.
Claude Phan profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Contactability
6.3
Customer data management / contact management
Agile CRM
8.7
Contactability
6.0
Workflow management
Agile CRM
7.4
Contactability
7.0
Territory management
Agile CRM
6.7
Contactability
7.0
Opportunity management
Agile CRM
8.0
Contactability
7.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Contactability
6.0
Contract management
Agile CRM
7.6
Contactability
5.0
Quote & order management
Agile CRM
6.6
Contactability
6.0
Interaction tracking
Agile CRM
8.4
Contactability
7.0
Channel / partner relationship management
Agile CRM
8.6
Contactability
6.0

Customer Service & Support

Agile CRM
6.8
Contactability
4.3
Case management
Agile CRM
7.0
Contactability
4.0
Call center management
Agile CRM
6.4
Contactability
5.0
Help desk management
Agile CRM
7.0
Contactability
4.0

Marketing Automation

Agile CRM
8.5
Contactability
6.0
Lead management
Agile CRM
8.6
Contactability
6.0
Email marketing
Agile CRM
8.5
Contactability
6.0

CRM Project Management

Agile CRM
6.7
Contactability
6.7
Task management
Agile CRM
7.3
Contactability
6.0
Billing and invoicing management
Agile CRM
5.7
Contactability
7.0
Reporting
Agile CRM
7.0
Contactability
7.0

CRM Reporting & Analytics

Agile CRM
6.8
Contactability
6.3
Forecasting
Agile CRM
6.0
Contactability
6.0
Pipeline visualization
Agile CRM
8.4
Contactability
7.0
Customizable reports
Agile CRM
6.1
Contactability
6.0

Customization

Agile CRM
7.9
Contactability
7.0
Custom fields
Agile CRM
8.7
Contactability
7.0
Custom objects
Agile CRM
7.8
Contactability
8.0
Scripting environment
Agile CRM
6.6
Contactability
6.0
API for custom integration
Agile CRM
8.6
Contactability

Security

Agile CRM
8.0
Contactability
6.5
Single sign-on capability
Agile CRM
8.3
Contactability
7.0
Role-based user permissions
Agile CRM
7.6
Contactability
6.0

Social CRM

Agile CRM
5.9
Contactability
7.0
Social data
Agile CRM
5.8
Contactability
6.0
Social engagement
Agile CRM
5.9
Contactability
8.0

Integrations with 3rd-party Software

Agile CRM
7.9
Contactability
7.0
Marketing automation
Agile CRM
7.8
Contactability
6.0
Compensation management
Agile CRM
7.9
Contactability
8.0

Platform

Agile CRM
8.0
Contactability
6.0
Mobile access
Agile CRM
8.0
Contactability
6.0

Pros

  • 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
  • The software reporting system is really clean and works well and they are good at sending you leads.
  • Their customer service is also willing to work with you and they really tried to help me improve our ROI.
  • Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically.
Claude Phan 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
  • Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number.
  • The software training videos were confusing to non technical users.
  • We encountered bugs with the use of Windows 10. Some of the futures were bugged.
Claude Phan 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 is an all-in-one CRM tool that is easy to use and cost-efficient depending on your business needs. Agile is a very effective CRM system and can quickly access your customer/prospect information. Agile's ability to integrate the marketing automation, CRM, telephony, and analytics with current company procedures and solutions makes it difficult to consider other similar tools.
No photo available
Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than Insightly.
Claude Phan 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

  • Ease of mind and less stress in the daily work of following up with clients and cases
  • Good starting point for understanding my needs.
  • I can't excuse myself by saying I don't have access to a platform that 'does that, 'because Agile CRM probably does that. (there is a ton of features)
Vilhelm Kruse profile photo
  • We got our people to become more open minded in trying new software and exploring options for automation.
  • Users got discouraged when the software did not work as it was supposed to and customer service was not there too help.
  • Once used correctly, we did have a large increase in the number of new clients that our office handled.
Claude Phan profile photo

Pricing Details

Agile CRM

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

Contactability

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