What users are saying about

Agile CRM

Top Rated
59 Ratings

Highrise

16 Ratings

Agile CRM

Top Rated
59 Ratings
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Score 7.3 out of 101

Highrise

16 Ratings
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Score 6.9 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

Highrise

Try a low cost option and try it out. Pay monthly means cancel anytime
Derek Jones profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Highrise
Customer data management / contact management
Agile CRM
8.7
Highrise
Workflow management
Agile CRM
7.4
Highrise
Territory management
Agile CRM
6.7
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
7.6
Highrise
Quote & order management
Agile CRM
6.5
Highrise
Interaction tracking
Agile CRM
8.3
Highrise
Channel / partner relationship management
Agile CRM
8.5
Highrise

Customer Service & Support

Agile CRM
6.8
Highrise
Case management
Agile CRM
7.0
Highrise
Call center management
Agile CRM
6.4
Highrise
Help desk management
Agile CRM
7.1
Highrise

Marketing Automation

Agile CRM
8.5
Highrise
Lead management
Agile CRM
8.6
Highrise
Email marketing
Agile CRM
8.4
Highrise

CRM Project Management

Agile CRM
6.7
Highrise
Task management
Agile CRM
7.3
Highrise
Billing and invoicing management
Agile CRM
5.6
Highrise
Reporting
Agile CRM
7.1
Highrise

CRM Reporting & Analytics

Agile CRM
6.8
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
7.7
Highrise
Scripting environment
Agile CRM
6.5
Highrise
API for custom integration
Agile CRM
8.5
Highrise

Security

Agile CRM
7.9
Highrise
Single sign-on capability
Agile CRM
8.3
Highrise
Role-based user permissions
Agile CRM
7.6
Highrise

Social CRM

Agile CRM
5.8
Highrise
Social data
Agile CRM
5.8
Highrise
Social engagement
Agile CRM
5.9
Highrise

Integrations with 3rd-party Software

Agile CRM
7.8
Highrise
Marketing automation
Agile CRM
7.8
Highrise
Compensation management
Agile CRM
7.8
Highrise

Platform

Agile CRM
8.0
Highrise
Mobile access
Agile CRM
8.0
Highrise

Pros

  • The template emails saves a lot of time and is used quite often.
  • The synchronization of contacts from Outlook to GMail and other platforms allows easy follow-up to all communications for each lead, deal and contact.
  • The integrations with websites and providers promotes encourage to explore more solutions to improve business activities.
  • The chat support is very helpful. They're patient and will answer your questions and offer recommendations to their development team to implement them as new features if it's important your business needs.
No photo available
  • Highrise is a very easy to use and yet powerful contact management product that is extremely useful for us. I like the fact that our staff, partners and even suppliers can access the system from whereever they are in the world - we are not all under one roof. It is the primary way we manage contacts at the point when they become strong prospects and then clients. A dialogue with these contacts/clients can be maintained within the system either by directly entering a note or by posting emails directly to a contact note. The email appears automatically in the client note history.
  • We can set and track tasks associated with a contact and assign these tasks to a team member for action. Each contact in Highrise can be "tagged" to allow easy filtering and I use this also to link to our Mailchimp account for email marketing purposes.
  • We make use of the "deals" feature of Highrise. A majority of our product sales are quite high value and involve a number of associated individuals. When a deal is created it can be associated with any number of contacts in the system and all emails, notes etc related to the deal are pulled together in one convenient history. Although the deal status is only allowed to be "pending", "won" or "lost" we use an app called "Salesclic" which links to our Highrise account and gives a much finer picture of the sales pipeline.
  • We deal a lot with healthcare products that are setup by our associates often in a private persons home. After the client setup or review the associate enters the client notes into Highrise so that we have a very good picture of client status. Any of us can access these notes (assuming permission is set) from anywhere using an iphone app or browser.
  • The CRM database allows for custom fields. We add custom fields to track equipment serial numbers, sales referral sources and warranty terms.
  • When looking at an individual contact there is provision in the system to see their Linkedin profile if they have one which is sometimes useful.
Derek Jones 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
  • 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
I am not the one to make this decision.
Stephanie Belleville 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 CRM5.8
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
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 is much less expensive than Salesforce. It might not have all the potential of those thousands of add-ons, but for those who have basic needs – and the need to customize to some extent, it more than delivers.Agile CRM has more advanced features, particularly around marketing automation, and hub spot does. While hub spot is free for the CRM element, using the other tools that come standard and agile CRM raises your cost considerably.Outlook for business just isn't organized in a friendly enough way for you to see who you know and to keep things current.
Mike Wittenstein profile photo
I did like ConnectWise because you could have client information and project management all on one program. I was not the one who selected to switch to Highrise, but since we have made the switch I do like the features of Highrise
Stephanie Belleville 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

  • no difference as yet as we only started using for sales
Deborah Felicio profile photo
  • Increased employee efficiency
  • Increased ability to follow-up with leads
  • Better overall understanding of our business development environment
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