What users are saying about

Agile CRM

Top Rated
59 Ratings

Copper

20 Ratings

Agile CRM

Top Rated
59 Ratings
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Score 7.3 out of 101

Copper

20 Ratings
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Score 8.4 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

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
7.8
Copper
7.4
Customer data management / contact management
Agile CRM
8.7
Copper
9.3
Workflow management
Agile CRM
7.4
Copper
7.3
Territory management
Agile CRM
6.7
Copper
6.0
Opportunity management
Agile CRM
8.0
Copper
9.3
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Copper
10.0
Contract management
Agile CRM
7.6
Copper
4.8
Quote & order management
Agile CRM
6.5
Copper
4.2
Interaction tracking
Agile CRM
8.3
Copper
9.8
Channel / partner relationship management
Agile CRM
8.5
Copper
6.1

Customer Service & Support

Agile CRM
6.8
Copper
8.7
Case management
Agile CRM
7.0
Copper
8.0
Call center management
Agile CRM
6.4
Copper
9.0
Help desk management
Agile CRM
7.1
Copper
9.0

Marketing Automation

Agile CRM
8.5
Copper
8.3
Lead management
Agile CRM
8.6
Copper
8.6
Email marketing
Agile CRM
8.4
Copper
8.0

CRM Project Management

Agile CRM
6.7
Copper
5.9
Task management
Agile CRM
7.3
Copper
7.4
Billing and invoicing management
Agile CRM
5.6
Copper
3.0
Reporting
Agile CRM
7.1
Copper
7.3

CRM Reporting & Analytics

Agile CRM
6.8
Copper
8.0
Forecasting
Agile CRM
6.0
Copper
7.4
Pipeline visualization
Agile CRM
8.4
Copper
9.2
Customizable reports
Agile CRM
6.1
Copper
7.3

Customization

Agile CRM
7.9
Copper
7.9
Custom fields
Agile CRM
8.7
Copper
9.7
Custom objects
Agile CRM
7.7
Copper
7.2
Scripting environment
Agile CRM
6.5
Copper
8.0
API for custom integration
Agile CRM
8.5
Copper
6.6

Security

Agile CRM
7.9
Copper
9.3
Single sign-on capability
Agile CRM
8.3
Copper
9.9
Role-based user permissions
Agile CRM
7.6
Copper
8.8

Social CRM

Agile CRM
5.8
Copper
8.9
Social data
Agile CRM
5.8
Copper
8.3
Social engagement
Agile CRM
5.9
Copper
9.5

Integrations with 3rd-party Software

Agile CRM
7.8
Copper
6.4
Marketing automation
Agile CRM
7.8
Copper
6.4
Compensation management
Agile CRM
7.8
Copper

Platform

Agile CRM
8.0
Copper
8.2
Mobile access
Agile CRM
8.0
Copper
8.2

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
  • It's really intuitive and easy to use. Not much training is needed to figure out the CRM compared to other products I've used before. This is great as it cuts down on training time for the team.
  • They are relatively responsive and easy to get hold of if there are any issues.
  • It's much cheaper than other comparable CRMs.
No photo available

Cons

  • UI and UX - it's improving and it's 90% a joy to use. Some things are just really clunky with multiple windows opening (newsletter campaign management is a good example).
  • I have yet to see their approach to the new EU data protection regulation which would be a deal breaker and would entail us leaving them if their plans are not published soon. That said I think most tech companies are guilty of a lack of planning.
  • Ticketing feels poor compared to Zend Desk and Zoho Desk.
Jez John profile photo
  • 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 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 CRM5.8
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
Copper7.0
Based on 1 answer
Overall the support for ProsperWorks CRM is OK. When I get hold of my reps they are pretty knowledgeable and usually solve my problems. When I first started using the software they were a lot harder to get hold of so this has improved. My biggest complaint though is that my feature requests seem to go into a black hole, I never hear the status of them and I have no idea if they have even been passed on.
No photo available

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

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
ProsperWorks had the robust Google Apps integration, Forecasting, Roles/Permissions, and Opportunity Tracking and the price point was right for us. All of the other softwares we evaluated (except Salesforce) where missing one or more of the features. We didn't go with Salesforce as it was too heavy for our needs and the interface wasn't as user friendly as ProsperWorks.
No photo available

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

  • Very positive ROI, handles lead and event management really well.
  • Keeps the whole team on the same page.
Jez John profile photo
  • I cant quote hard numbers here as it's only been a few months
  • I am training a brand new agent/ staff member with little business or office experience and she has mastered it quickly
Jim Golden profile photo

Pricing Details

Agile CRM

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

Copper

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