What users are saying about

Agile CRM

Top Rated
59 Ratings

Insightly

Top Rated
541 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Insightly

Top Rated
541 Ratings
Score 8.1 out of 101

Add comparison

Likelihood to Recommend

Agile CRM

If you're looking for a fully functional CRM that is easy to use on practically any device while reducing your dependence on multiple programs (deal reporting, contact center, service tickets, marketing automation) then you should consider agile CRM. If you are a do-it-yourselfer, the agile CRM support team is excellent in getting you going – and keeping you going. The responses are quick, on point, and very helpful.Agile CRM isn't wonderful at updating groups of records (unless you're facile with database imports and exports). For example, selecting 500 records and switching tags could be a much simpler process…
Mike Wittenstein profile photo

Insightly

One obvious answer is that it can be used as a basic contact management system. Another obvious answer is that it is pretty well suited for CRM purposes: tracking leads, opportunities, and sales through a sales funnel. It's easy to setup sales pipelines. However, the pipeline capability can be used to track any type of step-by-step work-low processes. For example, we use it to track the sales processes for speaking and seminars, which is different from tracking consulting, and both of which are different from tracking retail sales. Once the pipelines were set up, all I have to do is select the appropriate product or service type and Insightly hides the way from there. For some rudimentary email blasts, Insightly allows you to send and track message responses from customer groups. Insightly can also be used as a basic project and task tracking system. Regular and ongoing task sets can be used with pipelines. For example, once a speaking engagement is booked, there are normally associated tasks that must be completed to make the event happen and Insightly allows a pipeline to be set up to track that task set.
Tommy L. Chambers profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Insightly
7.3
Customer data management / contact management
Agile CRM
8.7
Insightly
8.3
Workflow management
Agile CRM
7.4
Insightly
7.3
Territory management
Agile CRM
6.6
Insightly
6.1
Opportunity management
Agile CRM
8.0
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Insightly
7.3
Contract management
Agile CRM
7.5
Insightly
6.5
Quote & order management
Agile CRM
6.5
Insightly
7.2
Interaction tracking
Agile CRM
8.3
Insightly
7.2
Channel / partner relationship management
Agile CRM
8.3
Insightly
7.7

Customer Service & Support

Agile CRM
6.8
Insightly
7.1
Case management
Agile CRM
7.0
Insightly
7.0
Call center management
Agile CRM
6.4
Insightly
7.2
Help desk management
Agile CRM
7.1
Insightly
7.1

Marketing Automation

Agile CRM
8.5
Insightly
7.2
Lead management
Agile CRM
8.6
Insightly
7.5
Email marketing
Agile CRM
8.4
Insightly
6.9

CRM Project Management

Agile CRM
6.6
Insightly
6.5
Task management
Agile CRM
7.3
Insightly
7.8
Billing and invoicing management
Agile CRM
5.6
Insightly
4.5
Reporting
Agile CRM
7.0
Insightly
7.2

CRM Reporting & Analytics

Agile CRM
6.8
Insightly
7.0
Forecasting
Agile CRM
6.0
Insightly
6.5
Pipeline visualization
Agile CRM
8.4
Insightly
7.2
Customizable reports
Agile CRM
6.1
Insightly
7.4

Customization

Agile CRM
7.8
Insightly
7.1
Custom fields
Agile CRM
8.7
Insightly
7.5
Custom objects
Agile CRM
7.7
Insightly
6.6
Scripting environment
Agile CRM
6.4
Insightly
6.8
API for custom integration
Agile CRM
8.5
Insightly
7.3

Security

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

Social CRM

Agile CRM
5.8
Insightly
6.7
Social data
Agile CRM
5.8
Insightly
6.8
Social engagement
Agile CRM
5.9
Insightly
6.5

Integrations with 3rd-party Software

Agile CRM
7.7
Insightly
6.0
Marketing automation
Agile CRM
7.7
Insightly
6.8
Compensation management
Agile CRM
7.6
Insightly
5.2

Platform

Agile CRM
8.0
Insightly
7.4
Mobile access
Agile CRM
8.0
Insightly
7.4

Pros

  • Tagging clients and sending out emails to groups. It beats any e-mail server by a mile.
  • Good integration with gmail so that my clients are being auto-imported whenever I send an email from my ordinary email server.
  • Great simple website integration with forms, landing pages, lead behavior capturing etc. - you really get a lot of functionality for your money.
Vilhelm Kruse profile photo
  • It's online and has different tiers. You can easily move between different product tiers as your business needs change.
  • I love the integration of sales pipelines with projects and tasks.
  • Integration with third-party software tools.
Tommy L. Chambers profile photo

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
  • Would be great if you could integrate with your select email marketing platform, or if Insightly provided email marketing tools similar to mainstream platforms.
  • I am a Microsoft product user and would like better integration with those products.
  • Would be nice to have templates for different business types.
Tommy L. Chambers 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
Insightly9.0
Based on 18 answers
Because we are doing well with Insightly and we expect to improve it
Alvaro Satrustegui 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
Insightly8.5
Based on 47 answers
We don't have a lot of users but those who use it, including myself, have found it very straightforward and intuitive.
John Eggenberger 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
Insightly10.0
Based on 3 answers
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Jane Beisell PMP, CIA 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
Insightly8.4
Based on 22 answers
Performance is excellent. Never have problems with performance of app. Never
Moshe Kogos 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
Insightly4.1
Based on 13 answers
The online videos and FAQ are very helpful for a general working knowledge of the product. More detailed questions have been submitted to the support staff and they've always been timely in their reply. They don't always give the desired answer but they do get back quickly.
John Eggenberger 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
Insightly9.0
Based on 5 answers
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
Jane Beisell PMP, CIA 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
Insightly8.5
Based on 19 answers
Watch more videos to understand the overall usefulness of the site before beginning the implementation process.
Julie Webster profile photo

Alternatives Considered

With Agile CRM, I get the most bang for my buck, being a one-man operation. Their selling point that they offer everything you need is very sexy when the budget is limited. At the end of the day, Agile CRM offered a solution to my core business problem (which was centralizing client information) where other platforms do super sexy things, that I really did not need - and most were a lot more expensive.
Vilhelm Kruse profile photo
It's far better than the others that I've tried, and I've tried them all. The last three I used, Goldmine, Zoho and FreeCRM, all had holes in their capability or enormous overhead cost that wasn't worthwhile for our level of business. With Insightly, we can have a better grasp on our operation without breaking the bank to get there. It's allowing us to grow.
Chris Akin 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
Insightly7.8
Based on 6 answers
Would be nice to have certain allotment of memory per user
Gordon World profile photo

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
  • Employee efficiency has improved.
  • Visibility to all clients in the pipeline is MUCH better.
  • Vendor management is much easier with Insightly.
Jamie Lin profile photo

Pricing Details

Agile CRM

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

Agile CRM More Information

Insightly

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

Insightly More Information