What users are saying about

Agile CRM

Top Rated
59 Ratings

Infusionsoft

Top Rated
191 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Infusionsoft

Top Rated
191 Ratings
Score 7.7 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.
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Infusionsoft

Infusionsoft is well suited for client bases of 1,000+, in my opinion. I think the program would be overpriced and too extensive for smaller businesses but is well worth the investment for businesses with larger client bases. It is also worthwhile for businesses with diverse client bases; the tagging and categorization qualities would be extraneous if used for homogeneous client bases.
Maddy Braswell profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Infusionsoft
8.6
Customer data management / contact management
Agile CRM
8.7
Infusionsoft
9.0
Workflow management
Agile CRM
7.4
Infusionsoft
8.7
Territory management
Agile CRM
6.6
Infusionsoft
Opportunity management
Agile CRM
8.0
Infusionsoft
7.5
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Infusionsoft
9.3
Contract management
Agile CRM
7.5
Infusionsoft
Quote & order management
Agile CRM
6.5
Infusionsoft
8.2
Interaction tracking
Agile CRM
8.3
Infusionsoft
8.7
Channel / partner relationship management
Agile CRM
8.3
Infusionsoft

Customer Service & Support

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

Marketing Automation

Agile CRM
8.5
Infusionsoft
9.4
Lead management
Agile CRM
8.6
Infusionsoft
9.6
Email marketing
Agile CRM
8.4
Infusionsoft
9.2

CRM Project Management

Agile CRM
6.6
Infusionsoft
8.2
Task management
Agile CRM
7.3
Infusionsoft
8.3
Billing and invoicing management
Agile CRM
5.6
Infusionsoft
7.6
Reporting
Agile CRM
7.0
Infusionsoft
8.6

CRM Reporting & Analytics

Agile CRM
6.8
Infusionsoft
7.7
Forecasting
Agile CRM
6.0
Infusionsoft
Pipeline visualization
Agile CRM
8.4
Infusionsoft
7.7
Customizable reports
Agile CRM
6.1
Infusionsoft

Customization

Agile CRM
7.8
Infusionsoft
8.9
Custom fields
Agile CRM
8.7
Infusionsoft
8.3
Custom objects
Agile CRM
7.7
Infusionsoft
9.6
Scripting environment
Agile CRM
6.4
Infusionsoft
API for custom integration
Agile CRM
8.5
Infusionsoft
8.8

Security

Agile CRM
7.9
Infusionsoft
8.8
Single sign-on capability
Agile CRM
8.3
Infusionsoft
Role-based user permissions
Agile CRM
7.5
Infusionsoft
8.8

Social CRM

Agile CRM
5.8
Infusionsoft
Social data
Agile CRM
5.8
Infusionsoft
Social engagement
Agile CRM
5.9
Infusionsoft

Integrations with 3rd-party Software

Agile CRM
7.7
Infusionsoft
Marketing automation
Agile CRM
7.7
Infusionsoft
Compensation management
Agile CRM
7.6
Infusionsoft

Platform

Agile CRM
8.0
Infusionsoft
6.4
Mobile access
Agile CRM
8.0
Infusionsoft
6.4

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
  • Infusionsoft allows for an unlimited number of customized tags for clients, providing for virtually limitless categorizations through which to channel marketing campaigns.
  • Infusionsoft integrates seamlessly with MindBodyOnline through BridgeBuddy and Infusionsoft app. This allows for many tags of my choice to be automatically assigned to our 5,000+ contacts, rather than these tags that had to be manually applied.
  • Infusionsoft offers great customer support, with chats being available at any time.
Maddy Braswell profile photo

Cons

  • If a lead is marked as "hard bounce", meaning that a sent email bounced, the system will not send any more emails to that lead. The only way to fix this is to delete the lead and add it again. This results in losing all history from the lead.
Steven Davis profile photo
  • E-mail. Although they have an excellent, easy-to-use e-mail builder, inbox deliverability is suspect. Although my messages always arrive, they often arrive in the spam folder if I'm mailing to a large number of people on my list at once. Automated e-mails that are part of a campaign generally make it to the inbox, because they're being sent to only a handful of people who have reached that step of the campaign on that day. But we are forced to use a 3rd party e-mail provider, whose sole service is to send e-mail, to send our large e-mail blasts. Luckily, Infusionsoft's campaign builder makes it easy to integrate with any 3rd party service provider, so we're still able to automate large blasts.
  • Size. Infusionsoft is built for small businesses. They're not shy about admitting they focus on small business, sometimes ignoring the needs of medium to large businesses. I find that we may be starting to outgrow Infusionsoft in some areas, which scares me, because I don't think I'll be able to find a comparable solution to meet our needs.
  • API Throttling. This goes back to Infusionsoft focusing on small businesses. Infusionsoft has throttling on their API limiting any one business to a bank of 10,000 API calls, which recovers at a rate of 2 API calls per second. This forces developers to program efficiently to minimize API calls, which sometimes requires inefficient coding to pull out as much data as one can in one call instead of making several smaller calls for significantly less data. For example, I may need a list of Contacts and their addresses that purchased a certain product yesterday. *Normally*, I would make a call to the table that stores items ordered and gather the Order Id's that match the product on that date. This may return say 10 orders. That's one API call. Then, I'd go to the order table and make a call for each Order ID to get the Contact Id's. That's 10 more API calls. Then I'd go to the Contacts table and make a call for each Contact ID to get the name and address. That's another 10 API calls, for a total of 21 calls giving me just the minimal data I need. In Infusionsoft world, we need to think differently. *Instead*, I'd make the same initial call to the order items table. Then I'd make a single call to the order table to pull all of the orders that came in on that date, which may be 500+ orders. So only one additional call to the API instead of 10, but I'm receiving much more data than I need. Then I compare that data on my end to the data I already pulled to get my 10 order IDs. I do a single call to the Contact table for all the contacts that were created yesterday, which may be 800+, and maybe 6 of my 10 contact ID's will have been created on that date (because it was their first order), but then I still have to make 4 additional calls for the repeat customers that weren't created on the same date as their order date. So I've brought my API calls down from 21 calls to 6 calls, but I'm now working with 800+ contact records, 500+ order records, and 10 order item records, instead of 10 of each. Some developers have resorted to backing up all the tables they can daily, to a cached database to stay under the API limits, which cannot be increased, even if you're willing to pay more. And then, even with conservative API calling, some business needs will outgrow the limits.
Nicholas Kouvatsos 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
Infusionsoft1.2
Based on 34 answers
We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.
Tyler Guthrie 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
Infusionsoft4.7
Based on 11 answers
Buyer beware. Be prepared to invest many hours if you plan to manage this application yourself. This is true of any automation solution. Can you take classes and go to University again and become a great marketing automation expert yourself? Yes, probably. But should you be investing your highest and most productive use of time building out Infusionsoft. Not likely.Which means you need to plan on finding someone you can trust and that is the plain truth. There are many qualified consultants who have sufficient sales, marketing, business, content, life and Infusionsoft experience to help you get results. But far too many people decry this as an all in one solution that is easy to use. This will never be the case even though the product development team is constantly working to make it a better product and easier to use.We don't make our own paper clips for a reason. We outsource all the time. We have to make really informed decisions on the solutions we use and then commit to learning best practices for marketing regardless of the platform.Do not expect to pay someone less than $150-$250 per hour to really make this application sing. Or pay them for training or internal services and then kick yourself.
Clifford 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
Infusionsoft8.8
Based on 5 answers
Haven't experienced any real issues with availability. Reliability is another deal.
Clifford Jones profile photo

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
Infusionsoft7.7
Based on 5 answers
OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.
Clifford Jones profile photo

Support

Agile CRM5.9
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
Infusionsoft2.0
Based on 8 answers
It may be easy to get someone on chat or phone for which I give these guys credit. But this does not mean you will get the answers you want or like. It's a buggy system. Why? Because it's all in one. The CRM is decent. The cart a joke. The email editor laughable. Affiliate partner function serves a huge business risk unless programmed by a NASA level consultant for which you can and must pay dearly. There are just too many bugs overall.
Clifford Jones profile photo

In-Person Training

No score
No answers yet
No answers on this topic
Infusionsoft8.6
Based on 5 answers
This training is taught often to the lowest common denominator so as to help as many customers of theirs as possible. We do the training and coaching and implementations for our clients. But clients who I know who have been to their training get trained well. The gap that can exist lies in you doing your part and really investing in using and building out the application.The training and education is only as good as your willingness to apply it.
Clifford Jones 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
Infusionsoft9.5
Based on 5 answers
If you're willing to click and learn as you go, there are great resources for training including on page help and video.
Clifford Jones profile photo

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
Infusionsoft8.0
Based on 8 answers
Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.
Chris LeBrun, MBA, CFRE profile photo

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
Infusionsoft is much better than ONTRAPORT, even though they play in the same space. The search and segmenting tools are far superior. For clients that don't need shopping cart functionality, I recommend Drip since it can do the same marketing automation as Infusionsoft, for far less cost. For clients with sales teams, I recommend ActiveCampaign since it handles the sales process better. SharpSpring is a worthwhile contender, especially for B2B sales teams. The only thing it can't handle as well as Infusionsoft is membership sites
Joshua Long 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
Infusionsoft2.0
Based on 1 answer
Pricing is user and email and function based. Way too many pay walls and not native function for scaling. It's scaleable with NASA level marketing automation talent you must pay to engage. Otherwise, it gets expensive quickly for scaling to a true small business, which is what they target. Over 25 users and you're screwed. Look at the competition first, evaluate what you really need for your business and start there. Keep it simple, build your cash flow and confidence in the people you hired to make this work and then scale. Don't get sucked into the dream that this thing will help you sell your book to millions and you get famous while hanging on your boat or whatever. Building a small business is hard enough. Adding software often adds complexity in order to successfully scale.
Clifford Jones profile photo

Return on Investment

  • It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.
Colin Butler profile photo
  • As Infusionsoft didn't really fit our needs, the impact it had was negligible. We had a couple of owners who did well with it, but otherwise it was not worth having for us. The system fit the objective we wanted but the system was too slow and confusing for our owners.
Tim Sleeper profile photo

Pricing Details

Agile CRM

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

Infusionsoft

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$1,999*
1.  prerequisite for all new customers
Infusionsoft Editions & Modules
Infusionsoft
Edition
Essentials
$1991
Starter
$991
Complete
$2991
1. per month
Additional Pricing Details
With the Infusionsoft Kickstart service, you get a dedicated coach that will get to know your business goals to help you implement the plans that will make the biggest impact. This on-boarding service is a prerequisite for all new customers, and include one-on-one coaching and training resources. The one-time free price ranges from $999 to $2,999