What users are saying about
Top Rated
62 Ratings
1 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
1 Ratings
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Score 9 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

Custora

I think Custora is a great fit for B2C companies that are trying to take their relationship marketing programs to the next level and outside of basic segmentation. It's a great platform to consolidate all customer, order history, and campaign history type data into one platform to obtain a 360 degree view of the customer.Additionally I would say, if an organization is resource constrained from an analytics perspective, the platform also makes great sense to invest in. It provides out of the box predictive analytics, and custom lifecycle triggers to align a retention marketing program around. Outside of the upfront work to get the platform up and running, it's very marketer friendly to utilize
No photo available

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Custora
8.5
Customer data management / contact management
Agile CRM
8.7
Custora
9.0
Workflow management
Agile CRM
7.4
Custora
8.0
Territory management
Agile CRM
6.7
Custora
8.0
Opportunity management
Agile CRM
8.0
Custora
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Custora
9.0
Contract management
Agile CRM
7.6
Custora
Quote & order management
Agile CRM
6.6
Custora
Interaction tracking
Agile CRM
8.4
Custora
Channel / partner relationship management
Agile CRM
8.6
Custora

Customer Service & Support

Agile CRM
6.8
Custora
Case management
Agile CRM
7.0
Custora
Call center management
Agile CRM
6.4
Custora
Help desk management
Agile CRM
7.0
Custora

Marketing Automation

Agile CRM
8.5
Custora
Lead management
Agile CRM
8.6
Custora
Email marketing
Agile CRM
8.5
Custora

CRM Project Management

Agile CRM
6.7
Custora
Task management
Agile CRM
7.3
Custora
Billing and invoicing management
Agile CRM
5.7
Custora
Reporting
Agile CRM
7.0
Custora

CRM Reporting & Analytics

Agile CRM
6.8
Custora
Forecasting
Agile CRM
6.0
Custora
Pipeline visualization
Agile CRM
8.4
Custora
Customizable reports
Agile CRM
6.1
Custora

Customization

Agile CRM
7.9
Custora
9.0
Custom fields
Agile CRM
8.7
Custora
9.0
Custom objects
Agile CRM
7.8
Custora
9.0
Scripting environment
Agile CRM
6.6
Custora
API for custom integration
Agile CRM
8.6
Custora
9.0

Security

Agile CRM
8.0
Custora
Single sign-on capability
Agile CRM
8.3
Custora
Role-based user permissions
Agile CRM
7.6
Custora

Social CRM

Agile CRM
5.9
Custora
Social data
Agile CRM
5.8
Custora
Social engagement
Agile CRM
5.9
Custora

Integrations with 3rd-party Software

Agile CRM
7.9
Custora
9.0
Marketing automation
Agile CRM
7.8
Custora
9.0
Compensation management
Agile CRM
7.9
Custora

Platform

Agile CRM
8.0
Custora
Mobile access
Agile CRM
8.0
Custora

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
  • Very clean user interface that allows a non-technical marketer to set up detailed segments for outbound marketing campaigns
  • Lifecycle triggers that are automatically programmed to set up triggered campaigns. One of the big benefits here is that they are individualized based off of a cusotmer's past purchase patterns
  • Reporting and analytics dashboards are great and allow a team that is resource constrained to quickly gauge status of customer retention
No photo available

Cons

  • A little bit expensive for smaller companies
  • Still not very intuitive and some features that you would think are just common sense, sometimes they are not available
Deborah Felicio profile photo
  • Currently there are limitations with the number of personas that can be built in the instance, it would be great to have more flexibility here
  • We occasionally see issues with lists delivered to our ESP from the platform. Not a major problem, but could be an area of improvement
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 CRM5.7
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
Bluecore was a solid platform, but Custora is differentiated in that it provides individualized triggers for customers based on their past purchase history
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

  • no difference as yet as we only started using for sales
Deborah Felicio profile photo
  • Overall we have been able to increase the mix of triggered related revenue in email from 20% to 50% of total revenue after implementing Custora's lifecycle triggers
  • We've also seen one off email tests with incremental conversion rates up to 75% when utilizing Custora personas to personal communications
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

Custora

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