What users are saying about
64 Ratings
13 Ratings
64 Ratings
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Score 7.3 out of 101
13 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.8 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

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
8.1
Customer data management / contact management
Agile CRM
8.8
Contactually
9.1
Workflow management
Agile CRM
7.4
Contactually
8.2
Territory management
Agile CRM
6.8
Contactually
8.3
Opportunity management
Agile CRM
8.0
Contactually
7.9
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Contactually
9.3
Contract management
Agile CRM
7.7
Contactually
5.8
Quote & order management
Agile CRM
6.7
Contactually
6.0
Interaction tracking
Agile CRM
8.4
Contactually
8.9
Channel / partner relationship management
Agile CRM
8.7
Contactually
9.1

Customer Service & Support

Agile CRM
6.7
Contactually
8.5
Case management
Agile CRM
6.9
Contactually
8.6
Call center management
Agile CRM
6.4
Contactually
7.8
Help desk management
Agile CRM
7.0
Contactually
9.0

Marketing Automation

Agile CRM
8.5
Contactually
8.5
Lead management
Agile CRM
8.5
Contactually
8.9
Email marketing
Agile CRM
8.5
Contactually
8.1

CRM Project Management

Agile CRM
6.8
Contactually
6.2
Task management
Agile CRM
7.4
Contactually
6.7
Billing and invoicing management
Agile CRM
5.9
Contactually
5.0
Reporting
Agile CRM
7.0
Contactually
7.0

CRM Reporting & Analytics

Agile CRM
6.9
Contactually
6.9
Forecasting
Agile CRM
6.0
Contactually
7.0
Pipeline visualization
Agile CRM
8.4
Contactually
6.7
Customizable reports
Agile CRM
6.2
Contactually
7.0

Customization

Agile CRM
8.0
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
6.8
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
8.4
Contactually
8.9
Role-based user permissions
Agile CRM
7.6
Contactually
6.2

Social CRM

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

Integrations with 3rd-party Software

Agile CRM
8.0
Contactually
9.5
Marketing automation
Agile CRM
7.9
Contactually
9.5
Compensation management
Agile CRM
8.1
Contactually

Platform

Agile CRM
8.1
Contactually
7.5
Mobile access
Agile CRM
8.1
Contactually
7.5

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
  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
No photo available

Cons

  • Reporting is lacking.
  • The more features needed, the pricier the plan.
  • Testing options are lacking.
No photo available
  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Leilani Chin 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 CRM5.5
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

Saleforce - Too expensive.SugarCRM - Versatile. Free. But Slow.Filemaker - Originally designed my own CRMWhich gave me full control of all functionality. But having an online system that is hosted in the cloud provides considerable advantages particularly when allowing access to remote users.
Steven Davis 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

  • Helped business because there was a better understanding of the size and profiles of my leads
  • Negative impact - leads were labeled as hard bounce and couldn't send until a lead was deleted and added again. VERY time consuming. Luckily this doesn't happen much.
  • Negative impact - Fake leads are added on a daily basis. AgileCRM doesn't have a double confirmation of added leads. But I believe this is normal in many CRMs and can be managed.
Steven Davis 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