What users are saying about
Top Rated
62 Ratings
24 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
24 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.5 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
7.9
Copper
7.5
Customer data management / contact management
Agile CRM
8.8
Copper
9.4
Workflow management
Agile CRM
7.4
Copper
7.5
Territory management
Agile CRM
6.8
Copper
6.0
Opportunity management
Agile CRM
8.0
Copper
9.4
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
6.6
Copper
4.2
Interaction tracking
Agile CRM
8.4
Copper
9.9
Channel / partner relationship management
Agile CRM
8.7
Copper
6.3

Customer Service & Support

Agile CRM
6.8
Copper
8.7
Case management
Agile CRM
6.9
Copper
8.0
Call center management
Agile CRM
6.4
Copper
9.0
Help desk management
Agile CRM
7.0
Copper
9.0

Marketing Automation

Agile CRM
8.5
Copper
8.4
Lead management
Agile CRM
8.6
Copper
8.8
Email marketing
Agile CRM
8.5
Copper
8.0

CRM Project Management

Agile CRM
6.7
Copper
6.0
Task management
Agile CRM
7.4
Copper
7.5
Billing and invoicing management
Agile CRM
5.8
Copper
3.0
Reporting
Agile CRM
7.0
Copper
7.5

CRM Reporting & Analytics

Agile CRM
6.9
Copper
8.0
Forecasting
Agile CRM
6.0
Copper
7.3
Pipeline visualization
Agile CRM
8.4
Copper
9.2
Customizable reports
Agile CRM
6.1
Copper
7.5

Customization

Agile CRM
7.9
Copper
8.0
Custom fields
Agile CRM
8.7
Copper
9.8
Custom objects
Agile CRM
7.8
Copper
7.5
Scripting environment
Agile CRM
6.7
Copper
8.0
API for custom integration
Agile CRM
8.6
Copper
6.7

Security

Agile CRM
8.0
Copper
9.4
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
5.9
Copper
9.1
Social data
Agile CRM
5.9
Copper
8.4
Social engagement
Agile CRM
5.9
Copper
9.7

Integrations with 3rd-party Software

Agile CRM
8.0
Copper
6.4
Marketing automation
Agile CRM
7.9
Copper
6.4
Compensation management
Agile CRM
8.1
Copper

Platform

Agile CRM
8.0
Copper
8.3
Mobile access
Agile CRM
8.0
Copper
8.3

Pros

  • The functionality of creating the campaign is very well thought out. It's extremely intuitive and I'm able to create what is considered complex campaigns with ease.
  • The ability to add points to the profile of a lead and rank them makes sorting and targeting potential customers very easy.
  • Review profile of a lead is very easy. Custom fields are easy to create and are visible in the profile.
Steven Davis profile photo
  • The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified.
  • Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past.
  • Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list.
  • Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform.
  • Pricing is very competitive.
Erik Viager profile photo

Cons

  • While many aspects of the software are intuitive and simple to implement, much of the marketing automation functions assumed a level of technical familiarity that was beyond the average user. As soon as a tutorial tells me to get something from GitHub, I get the idea they're talking to a technician.
  • The help files, tutorials were of low quality and not always kept up to date with changes in layout of the software etc.
  • During the period we were using Agile CRM, I had to constantly trawl through their update logs and forum. This is because, as the name Agile suggests, the development and improvement of the software was constantly evolving in an organic fashion. But many of the developments were not relevant to us; majorly they were integrations with obscure apps that I would never use. But I had to understand 20 changes to locate the one that had some relevance to me.
Colin Butler profile photo
  • I wish they allowed you to email from within the CRM and create calendar invites from within the app instead of just kicking you out to a Gmail window.
  • I wish they included more custom fields and email tracking in their basic plan.
Scott Entwistle 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 CRM5.6
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

Agile CRM did most of what PipeDrive did, some of what Hubspot does, and a range of other stuff that I was starry eyed about at the outset. but I eventually concluded that a jack-of-all-trades was not what i was looking for. And while the support team tried, they didn't have English as their first language and weren't on my time zone so all those factors conspired to turn me off on the end.
Colin Butler profile photo
It is a very powerful tool to the level of Sugar and Salesforce. With its tight integration, as a Google product, it is seamless and really assists in managing communication with clients. While Zoho offers a great low-cost solution, ProsperWorks definitely hits the mark for SMB. If you are looking at a CRM you should give ProsperWorks a good look as we were very pleased that we didn't go with HubSpot and moved to Prosper as they didn't nickel and dime for basic functions. Free is good, until you realize it is not free at all (HubSpot).
Daniel Coburn 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
  • Solid integration with Google Apps
  • Low cost of entry
  • Higher costs and more functionality are needed when compared to some lower priced solutions
Daniel Coburn 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