What users are saying about
73 Ratings
31 Ratings
73 Ratings
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Score 7 out of 101
31 Ratings
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Score 8.3 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

Copper

Copper is the perfect CRM for businesses and organizations that use G-Suite. It integrates seamlessly with Google products and makes data entry a thing of the past. With a simple click, you can import leads from your Gmail conversations or import a prebuilt list in a matter of minutes. Copper is truly customizable and is very easy to make the CRM work for you. It is very easy to create custom fields, manage leads, people and opportunities, and run reports on user activity, pipelines, and more. I think Copper is less appropriate for organizations that may need very complex CRM environments and do not leverage Gmail or G-suite products. Copper is the CRM for Google users.
Erik Viager profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
8.4
Copper
7.5
Customer data management / contact management
Agile CRM
8.9
Copper
8.6
Workflow management
Agile CRM
7.7
Copper
6.6
Territory management
Agile CRM
8.6
Copper
8.0
Opportunity management
Agile CRM
8.5
Copper
8.2
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.1
Copper
7.4
Contract management
Agile CRM
8.3
Copper
7.4
Quote & order management
Agile CRM
8.0
Copper
6.0
Interaction tracking
Agile CRM
8.3
Copper
8.0
Channel / partner relationship management
Agile CRM
9.0
Copper
7.5

Customer Service & Support

Agile CRM
6.0
Copper
8.4
Case management
Agile CRM
6.0
Copper
8.7
Call center management
Agile CRM
6.0
Copper
8.1
Help desk management
Agile CRM
6.1
Copper
8.3

Marketing Automation

Agile CRM
8.7
Copper
8.3
Lead management
Agile CRM
8.6
Copper
8.2
Email marketing
Agile CRM
8.8
Copper
8.3

CRM Project Management

Agile CRM
7.5
Copper
7.9
Task management
Agile CRM
9.0
Copper
8.0
Billing and invoicing management
Agile CRM
7.0
Copper
8.0
Reporting
Agile CRM
6.4
Copper
7.8

CRM Reporting & Analytics

Agile CRM
7.0
Copper
8.4
Forecasting
Agile CRM
6.7
Copper
8.9
Pipeline visualization
Agile CRM
7.9
Copper
8.6
Customizable reports
Agile CRM
6.4
Copper
7.6

Customization

Agile CRM
7.3
Copper
7.9
Custom fields
Agile CRM
8.4
Copper
8.4
Custom objects
Agile CRM
6.9
Copper
8.0
Scripting environment
Agile CRM
7.0
Copper
8.0
API for custom integration
Agile CRM
6.9
Copper
7.2

Security

Agile CRM
8.4
Copper
8.4
Single sign-on capability
Agile CRM
8.4
Copper
8.5
Role-based user permissions
Agile CRM
8.4
Copper
8.2

Social CRM

Agile CRM
8.2
Copper
8.1
Social data
Agile CRM
8.3
Copper
7.2
Social engagement
Agile CRM
8.0
Copper
9.0

Integrations with 3rd-party Software

Agile CRM
8.1
Copper
7.3
Marketing automation
Agile CRM
9.0
Copper
7.3
Compensation management
Agile CRM
7.1
Copper

Platform

Agile CRM
7.6
Copper
8.0
Mobile access
Agile CRM
7.6
Copper
8.0

Pros

Agile CRM

  • The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
  • I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
  • Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.
Carol Olona profile photo

Copper

  • ProsperWorks UI and integration with Gmail is just unmatched. It's beautiful, easy, straight forward, and a delight to use.
  • Their kanban flow for deals is awesome, and the ability to link any deal/company/person/document/calendar event with just about any other one makes drawing connections between things really simple.
  • Their reporting for activity is awesome. I used this for a period of 7 months to manage a collections team and it was invaluable to watch daily call volumes, and pull live reports to show the team at the end of the day.
Scott Entwistle profile photo

Cons

Agile CRM

  • UI can be upgraded for a better UI experience.
  • Overall customer onboarding experience can be improved with deeper process flows covering all business use cases.
  • Integration with other reporting tools such as Tableau can be improved to give better reporting experience.
Rajat Sharma profile photo

Copper

  • I have zero visibility into any of my feature requests. I submit them frequently to my customer success person and I don't know whether they are being worked on or will ever be worked on. I'd like to see some kind of roadmap.
  • The Google Sheets add on is a nice tool but it's frustrating having to continually refresh it, I wish it would just refresh daily by itself.
  • The analytics and forecasting is not very robust, it needs a lot of number fudging on the Google Sheets add-on to give you actionable results.
No photo available

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

Copper

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

Copper

Copper 7.5
Based on 2 answers
Any more today, I think CRM's come in at a dime a dozen. There are so many options to choose from today that it can make getting sucked in to a pretty UI rather easy. Don't be fooled since Copper is truly a Google-based CRM and we absolutely love the integrations it provides and ease of use. People just use it
Kelly Wasden profile photo

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

Copper

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

Copper

No score
No answers yet
No answers on this topic

Support

Agile CRM

Agile CRM 3.3
Based on 2 answers
AgileCRM Has been doing a spectacular job following up with any challenges that arise. It's important to understand that every business will face challenges. The expectation should not be to have a challenge-free environment, but A Provider/partner that works with you solve anything as they arise. I highly encourage anyone to look at the company behind the products
Steven Davis profile photo

Copper

Copper 7.0
Based on 2 answers
Their support team isn’t super fast to respond but they usually solve my problem—after a little back and forth—within 48 hours or so.
No photo available

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

Copper

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

Copper

No score
No answers yet
No answers on this topic

Alternatives Considered

Agile CRM

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

Copper

Copper is right in the middle in terms of price when comparing other CRMs, which is actually pretty awesome because I've used about 10 other CRM's and I've never been happy until I started using Copper. Pipedrive was very competitively priced, but I couldn't stand the UI. Others, like Salesforce and HubSpot, were so expensive it would have destroyed my business.
Chris Kirksey 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

Copper

No score
No answers yet
No answers on this topic

Return on Investment

Agile CRM

  • It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.
Colin Butler profile photo

Copper

  • Being a paid user with many Copper team members, we have definitely reaped the benefit of reports by pipeline, along with financial projections, and determining ROI of paid media channels with opportunity lead sources.
  • Copper has also allowed us to have effective sales meetings where our team members go through their pipelines and collaborate together on opportunities and share learning points that help the rest of the sales team avoid similar mistakes.
Sam Lepak profile photo

Pricing Details

Agile CRM

General

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

Copper

General

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

Rating Summary

Likelihood to Recommend

Agile CRM
8.4
Copper
7.8

Likelihood to Renew

Agile CRM
10.0
Copper

Usability

Agile CRM
10.0
Copper
7.5

Reliability and Availability

Agile CRM
10.0
Copper

Performance

Agile CRM
10.0
Copper

Support

Agile CRM
3.3
Copper
7.0

Online Training

Agile CRM
10.0
Copper

Implementation

Agile CRM
10.0
Copper

Scalability

Agile CRM
10.0
Copper

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