What users are saying about
Top Rated
64 Ratings
16 Ratings
Top Rated
64 Ratings
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Score 7.3 out of 101
16 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.6 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

Highrise

We chose to work with the Basecamp product and along with it came Highrise. They're a great 37 signals package together. So we chose to work with Highrise because of Basecamp
No photo available

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Highrise
Customer data management / contact management
Agile CRM
8.8
Highrise
Workflow management
Agile CRM
7.4
Highrise
Territory management
Agile CRM
6.8
Highrise
Opportunity management
Agile CRM
8.0
Highrise
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Highrise
Contract management
Agile CRM
7.7
Highrise
Quote & order management
Agile CRM
6.6
Highrise
Interaction tracking
Agile CRM
8.4
Highrise
Channel / partner relationship management
Agile CRM
8.7
Highrise

Customer Service & Support

Agile CRM
6.8
Highrise
Case management
Agile CRM
6.9
Highrise
Call center management
Agile CRM
6.4
Highrise
Help desk management
Agile CRM
7.0
Highrise

Marketing Automation

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

CRM Project Management

Agile CRM
6.7
Highrise
Task management
Agile CRM
7.4
Highrise
Billing and invoicing management
Agile CRM
5.8
Highrise
Reporting
Agile CRM
7.0
Highrise

CRM Reporting & Analytics

Agile CRM
6.9
Highrise
Forecasting
Agile CRM
6.0
Highrise
Pipeline visualization
Agile CRM
8.4
Highrise
Customizable reports
Agile CRM
6.1
Highrise

Customization

Agile CRM
7.9
Highrise
Custom fields
Agile CRM
8.7
Highrise
Custom objects
Agile CRM
7.8
Highrise
Scripting environment
Agile CRM
6.7
Highrise
API for custom integration
Agile CRM
8.6
Highrise

Security

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

Social CRM

Agile CRM
5.9
Highrise
Social data
Agile CRM
5.9
Highrise
Social engagement
Agile CRM
5.9
Highrise

Integrations with 3rd-party Software

Agile CRM
8.0
Highrise
Marketing automation
Agile CRM
7.9
Highrise
Compensation management
Agile CRM
8.1
Highrise

Platform

Agile CRM
8.0
Highrise
Mobile access
Agile CRM
8.0
Highrise

Pros

  • Easy to add new contacts whether manually or automatically as they fill in forms on site.
  • The banners feature is useful to flag important messages regarding certain users.
  • The email reporting is easy to see CTR open rate etc.
Victoria Hoete-Dodd profile photo
  • I love the tag feature, we label our clients with a variety of different tags depending on their status and products with us. We just search the tag and poof, an instant list of exactly what I was looking for.
  • The deals category is very helpful. We can cross reference this with our projects in Basecamp and Invoices in QuickBooks. We can break it down to see payments expected per month to schedule out payment follow up.
  • The notes feature is a great way of having an up to date over view of what all is going on in the project. I can see the follow up notes my co workers leave within the notes section so that I am always within the loop of the project.
No photo available

Cons

  • The email builder really needs an open HTML section to allow you to easily embed code in your email.
  • It's not easy to view the complete number of contacts when over 10000.
  • More help documents on their site would make using the campaign feature better.
Victoria Hoete-Dodd profile photo
  • Im actually pretty happy with the system as it is. The best aspect of Highrise is that it is very easy to work with - no need to struggle with manuals and lengthy training.
  • Not really a problem I suppose but I pay for Highrise as part of a suite which includes other products - Basecamp, Backpack and Campfire. It would be nice to see more integration between these products.
Derek Jones 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
Highrise8.2
Based on 9 answers
It's become the heart of our contact management system - it's low cost, simple to use and high impact for us. We are using a version that allows for unlimited employees, 50,000 Highrise contacts and 100 Gb or file storage. This means to us that this is scalable and sufficient for the foreseeable future. By using some other apps we can add some things that we need that aren't built into the product. We use infusionsoft but not as a contact manager for clients. When a contact in infusionsoft reaches a certain stage and we get more "hands on", we use Zapier to setup the contact in Highrise and create an embryonic deal. We like Mailchimp for email newsletters and Mailchimp syncs nicely with Highrise. Finally we use SalesClic to give us a more refined sales pipeline.
Derek Jones profile photo

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
Highrise9.0
Based on 1 answer
It's quick and easy to setup and use. There isn't any feature "bloat". Nothing to struggle with
Derek Jones profile photo

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
Highrise9.0
Based on 1 answer
They are quick and SO nice. They are very friendly and are eager to help.
Denice Castillo profile photo

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
Highrise is MUCH easier to use. It is very user friendly. You are able to access it anywhere, which is one of the reasons we switched to it.
Denice Castillo 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

  • Agile CRM is such an integral part of our business, that I can imagine life without it. If we didn't have it, it would mean missing important calls, not following up on key leads, and not having current contact information for many of our clients, vendors, and prospects.
  • In addition to cost savings, agile CRM also helps me save time. It's very responsive, so updating records is not a hassle. I particularly like being able to import details from someone's LinkedIn page without having the type of thing.
Mike Wittenstein profile photo
  • Fast Referencing for customer calls, helped out our customer service department
  • Provided more organization for Sales and Accounting with the Deals option
  • Impressive display, makes information much clearer and easier to view all around
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

Highrise

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