What users are saying about
Top Rated
62 Ratings
13 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
13 Ratings
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Score 8.5 out of 101

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Likelihood to Recommend

Agile CRM

Agile seems suitable if you set up correctly from the get go. Once you have over 10000 contacts it's hard to clean up the list e.g tags. If you want to edit or delete them how can you?
Victoria Hoete-Dodd profile photo

Contactually

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Barbara Carneiro profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Contactually
7.9
Customer data management / contact management
Agile CRM
8.7
Contactually
8.9
Workflow management
Agile CRM
7.4
Contactually
8.0
Territory management
Agile CRM
6.7
Contactually
8.1
Opportunity management
Agile CRM
8.0
Contactually
7.8
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Contactually
9.2
Contract management
Agile CRM
7.6
Contactually
5.7
Quote & order management
Agile CRM
6.6
Contactually
6.0
Interaction tracking
Agile CRM
8.4
Contactually
8.6
Channel / partner relationship management
Agile CRM
8.6
Contactually
8.9

Customer Service & Support

Agile CRM
6.8
Contactually
8.4
Case management
Agile CRM
7.0
Contactually
8.5
Call center management
Agile CRM
6.4
Contactually
7.7
Help desk management
Agile CRM
7.0
Contactually
9.0

Marketing Automation

Agile CRM
8.5
Contactually
8.3
Lead management
Agile CRM
8.6
Contactually
8.7
Email marketing
Agile CRM
8.5
Contactually
7.9

CRM Project Management

Agile CRM
6.7
Contactually
6.2
Task management
Agile CRM
7.3
Contactually
6.6
Billing and invoicing management
Agile CRM
5.7
Contactually
5.0
Reporting
Agile CRM
7.0
Contactually
7.0

CRM Reporting & Analytics

Agile CRM
6.8
Contactually
6.9
Forecasting
Agile CRM
6.0
Contactually
7.0
Pipeline visualization
Agile CRM
8.4
Contactually
6.6
Customizable reports
Agile CRM
6.1
Contactually
7.0

Customization

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

Security

Agile CRM
8.0
Contactually
7.6
Single sign-on capability
Agile CRM
8.3
Contactually
8.9
Role-based user permissions
Agile CRM
7.6
Contactually
6.3

Social CRM

Agile CRM
5.9
Contactually
8.2
Social data
Agile CRM
5.8
Contactually
9.5
Social engagement
Agile CRM
5.9
Contactually
6.9

Integrations with 3rd-party Software

Agile CRM
7.9
Contactually
9.4
Marketing automation
Agile CRM
7.8
Contactually
9.4
Compensation management
Agile CRM
7.9
Contactually

Platform

Agile CRM
8.0
Contactually
7.3
Mobile access
Agile CRM
8.0
Contactually
7.3

Pros

  • Agile CRM makes it easy to find out exactly where we are with any potential deal. It tracks notes that we enter directly into the program as well as displays emails and related people and deals with the click of a mouse.
  • Agile CRM has some remarkably capable marketing automation capabilities that we are just tapping into. You can set up drip campaigns, automated responses, and with Zapier, you can do even more.
  • The Kanban style deal board… See exactly where each deal is and where we need to pay attention. In short, it shows us the next right thing to do.
Mike Wittenstein profile photo
  • Sorting and classifying of contacts in buckets, to allow for specific follow up.
  • Merge mail, that allows me to mass email a group, but individually (without the "unsubscribe" button).
  • Connection with my email and phone for contact tracking.
Barbara Carneiro profile photo

Cons

  • The newsletter part is a bit clunky compared to dedicated services like MailChimp or Aweber. It's just not very streamlined and logical.
  • There needs to be more flexibility in importing contacts. Currently, you can only import if you have an email and a name which obviously a lot of systems don't. It makes manipulating data by importing very difficult and the 'having to have a first name' is not even consistent with the system itself.
  • The iPhone/Android app is not quite doing it for me - very hard to navigate currently.
Vilhelm Kruse profile photo
  • Price. It has gone up over time.
Barbara Carneiro 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
Contactually1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
No photo available

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
Contactually7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
No photo available

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

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo
It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin 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

  • All contact data is in one spot
  • You can see a detailed view of each contact's deal history
  • It is a more affordable option than some CRMs
Victoria Hoete-Dodd profile photo
  • Waste of time spent as it took some use to figure out that it really wasn't delivering what I wanted.
No photo available

Pricing Details

Agile CRM

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

Contactually

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