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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Agile CRM

    Score8.2 out of 10
    N/AAgile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.

    $14.99

    per month per user

    Insightly

    Score7.8 out of 10
    N/AInsightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

    $348

    per year per user

    Intuit Mailchimp

    Score8.4 out of 10
    N/AMailchimp is an email marketing and marketing automation platform. Beyond just tracking how campaigns perform, Mailchimp takes it a step further by analyzing data from over half a billion emails to show why campaigns perform, driving informed decisions.

    $0

    per month

    Pricing
    Agile CRMInsightlyIntuit Mailchimp
    Editions & Modules
    Starter
    $14.99
    per month per user
    Regular
    $49.99
    per month per user
    Enterprise
    $79.99
    per month per user
    Plus
    $29
    per month (billed annually) per user
    Professional
    $49
    per month (billed annually) per user
    Enterprise
    $99
    per month (billed annually) per user
    Free
    $0
    Essentials
    starts at $13
    per month
    Standard
    starts at $20
    per month
    Premium
    starts at $350
    per month
    Offerings
    Pricing Offerings
    Agile CRMInsightlyIntuit Mailchimp
    Free Trial
    NoYesYes
    Free/Freemium Version
    YesNoYes
    Premium Consulting/Integration Services
    NoYesYes
    Entry-level Setup FeeNo setup feeNo setup feeNo setup fee
    Additional DetailsDiscount available for annual billing (34%), and additional discounts available for 2-year plans (40%).——
    More Pricing Information
    Community Pulse
    Agile CRMInsightlyIntuit Mailchimp
    Considered Multiple Products
    Agile CRM
    Chose Agile CRM
    Saleforce - Too expensive.
    SugarCRM - Versatile. Free. But Slow.
    Filemaker - Originally designed my own CRMWhich gave me full control of all functionality. But having an online system that is hosted in the cloud provides considerable advantages particularly when allowing access …
    Incentivized
    Chose Agile CRM
    I trialed a number of other CRMs much to the disgust of my colleagues!

    • Pipedrive was great but more sales focussed and heavy on Javascript so felt slow at times
    Incentivized
    Chose Agile CRM
    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 …
    Incentivized
    Unbounce
    Chose Insightly
    The Insightly Marketing app is more flexible than Mailchimp, and we love how it's integrated with Insightly's tags.
    Incentivized
    Chose Insightly
    If I had to choose one software over another, Mailchimp worked great for our needs. You can jump right in and not be lost, easy to use, stand-out features, and customizable. Insightly lacks most of those things I just mentioned. We are currently using Mailchimp. However, as …
    Incentivized
    Chose Insightly
    Mailchimp has a few functions that were not very efficient and useful, so Insightly was the best option we could have considered.
    Incentivized
    Chose Insightly
    Insightly is far better than my old method because it integrates with Gmail and keeps track of many interactions automatically. It also allows integrations with MailChimp and has an interface that is fun and easy to use. I like its simplicity but also the capacity to add …
    Incentivized
    Chose Insightly
    I chose Insightly because I loved the dashboards, but I couldnt do all the work required to get our info into their system for the dashboards to mean anything for me.
    Incentivized
    Chose Insightly
    We transitioned away from NetSuite to Insightly and it was a significant upgrade as we do not have programming capabilities. Unfortunately, we need a document management system as we handle large volumes of all types of data and Insightly came up short. We switched to TaxDome …
    Incentivized
    Chose Insightly
    Insightly actually have many different fields and customization options for data management. Other programs do not have the ability to organize data in this way. It is easy to manage customer contact information, phone call and email tracking, company management and many other …
    Incentivized
    Chose Insightly
    I have used no other CRM programs and my company is too ingrained in Insightly to switch to a different program at this point.
    Incentivized
    Chose Insightly
    Although the SFMC cost us very high, but we like the platform because it covers everything which we wants. Its different studios and builders helps us to create our own custom emails and automations.

    We also like its journey builder and mapping of customer data. Its something …
    Incentivized
    Chose Insightly
    Insightly was easy to customise and allows for us to have fields in our CRM that are relevant to us. Workflow management and marketing is better on other platforms
    Incentivized
    Chose Insightly
    Insightly has a lot to learn from Monday
    Incentivized
    Chose Insightly
    Insightly has everything in it, you don't need several CRM or different tools. You can work everything in there: email marketing, database, sales, and a lot more. For us, that is invaluable. It has simplified our work a lot. I highly recommend this tool; it's easy to use, …
    Incentivized
    Chose Insightly
    i selected Insightly because it integrates everything in one place, with other platforms you need to have different things to manage your company. Here you have email marketing, data base and lots of functions to work with your sales products or services. if you are starting …
    Incentivized
    Chose Insightly
    Insightly is a powerhouse as it help create apps for users and help track various metrics without the need to program it and deploy it on cloud. It also help set permission and provide roles based access to users to help access data and utilize that data for their analysis on …
    Incentivized
    Chose Insightly
    Insightly ranks towards the top for ease of use and that is very important, as we add new team members. Sage is a little dated and clunky, and I find Salesforce to not be intuitive at all and extremely clunky, and if an error is made it is impossible to understand what it is …
    Incentivized
    Chose Insightly
    It's cheaper than Salesforce CRM. Much better and quick. My business has begun to expand and I can see that it quickens up the processes. It's worth experimenting with just to check whether its a fit with your organization, as the cost is kind of reasonable. Its the cheapest in …
    Incentivized
    Chose Insightly
    We were thinking about using Salesforce, as some colleagues had told us about this software, but the price was really high. We needed something that suited our needs while still being good and with all the tools we needed. In the process we discovered Insightly. We started …
    Incentivized
    Chose Insightly
    I moved from Batchbook about 3.5 years ago, because it had increased its price significantly. Insightly was a good fit with the bonus of the project manager. It was pretty simple to use back then, although it didn't really allow me to manage clients the way I wanted to. …
    Incentivized
    Chose Insightly
    Both integrate apps well, but I believe Insightly has a better layout and organisation for business. The reports are well produced and perfect to organise a sales team and increase productivity by combining everything into one piece of software and creating the relevant …
    Incentivized
    Chose Insightly
    Came down to one issue: cost. Honestly, we have already made such an investment in training staff persons and otherwise integrating Insightly with some of our other software that the cost has now become a barrier to entry for our first choice CRM (at least for now) since we'd …
    Incentivized
    Chose Insightly
    Not as full-featured, but definitely easier to manage/setup for a smaller organization. Price was much better as well.
    Incentivized
    Chose Insightly
    Insightly is the most complete all-in-one program we have found.
    Incentivized
    Chose Insightly
    All the way back to DBII and it's associated offerning, I've pretty much either used and evaluated them all. Of course this would include Salesforce and MS-Dynamics in the current environment, but also the older ones like: ACT!, Maximizer, Batchbook, Hubspot, etc.

    For ease of …
    Incentivized
    Chose Insightly
    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 …
    Incentivized
    Chose Insightly
    • More cost effective.
    • Easier to manage
    • More user-friendly.
    Incentivized
    Intuit
    Chose Intuit Mailchimp
    We used Constant Contact for about a year and we liked it, but Mailchimp was simply easier for us to use, and we liked the formatting options for email campaigns and the templates available in Mailchimp. We also have found Mailchimp to be a little cheaper for us to use on a …
    Incentivized
    Chose Intuit Mailchimp
    I've pretty much always used MailChimp. Never tested another service.
    Incentivized
    Key User Insights
    Would buy again
    38%
    Would buy again
    3 Answers
    88%
    Would buy again
    117 Answers
    88%
    Would buy again
    251 Answers
    Delivers good value for the price
    57%
    Delivers good value for the price
    4 Answers
    94%
    Delivers good value for the price
    103 Answers
    91%
    Delivers good value for the price
    244 Answers
    Happy with the feature set
    50%
    Happy with the feature set
    4 Answers
    88%
    Happy with the feature set
    117 Answers
    89%
    Happy with the feature set
    255 Answers
    Lived up to sales and marketing promises
    50%
    Lived up to sales and marketing promises
    3 Answers
    88%
    Lived up to sales and marketing promises
    72 Answers
    91%
    Lived up to sales and marketing promises
    215 Answers
    Implementation went as expected
    71%
    Implementation went as expected
    5 Answers
    90%
    Implementation went as expected
    86 Answers
    94%
    Implementation went as expected
    247 Answers
    Features
    Agile CRMInsightlyIntuit Mailchimp
    Sales Force Automation
    Comparison of Sales Force Automation features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    3.2
    19 Ratings
    84% below category average
    Insightly
    7.4
    423 Ratings
    6% below category average
    Intuit Mailchimp
    -
    Ratings
    Customer data management / contact management3.619 Ratings8.2405 Ratings00 Ratings
    Workflow management5.516 Ratings7.2372 Ratings00 Ratings
    Territory management2.311 Ratings7.390 Ratings00 Ratings
    Opportunity management3.416 Ratings8.2368 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)1.118 Ratings7.3379 Ratings00 Ratings
    Contract management4.211 Ratings6.521 Ratings00 Ratings
    Quote & order management3.512 Ratings7.275 Ratings00 Ratings
    Interaction tracking3.718 Ratings7.2333 Ratings00 Ratings
    Channel / partner relationship management1.79 Ratings7.724 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    1.8
    16 Ratings
    124% below category average
    Insightly
    7.1
    13 Ratings
    8% below category average
    Intuit Mailchimp
    -
    Ratings
    Case management1.814 Ratings7.011 Ratings00 Ratings
    Call center management1.814 Ratings7.28 Ratings00 Ratings
    Help desk management1.816 Ratings7.19 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    3.3
    19 Ratings
    80% below category average
    Insightly
    7.2
    330 Ratings
    7% below category average
    Intuit Mailchimp
    -
    Ratings
    Lead management5.518 Ratings6.8314 Ratings00 Ratings
    Email marketing1.119 Ratings7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    3.6
    17 Ratings
    73% below category average
    Insightly
    6.8
    406 Ratings
    12% below category average
    Intuit Mailchimp
    -
    Ratings
    Task management4.915 Ratings7.1392 Ratings00 Ratings
    Billing and invoicing management1.410 Ratings6.039 Ratings00 Ratings
    Reporting4.417 Ratings7.3342 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    1.4
    18 Ratings
    138% below category average
    Insightly
    7.6
    367 Ratings
    1% below category average
    Intuit Mailchimp
    -
    Ratings
    Forecasting1.314 Ratings7.092 Ratings00 Ratings
    Pipeline visualization1.916 Ratings7.9344 Ratings00 Ratings
    Customizable reports1.117 Ratings7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    4.1
    19 Ratings
    60% below category average
    Insightly
    7.6
    369 Ratings
    1% below category average
    Intuit Mailchimp
    -
    Ratings
    Custom fields3.919 Ratings8.4368 Ratings00 Ratings
    Custom objects6.013 Ratings7.7126 Ratings00 Ratings
    Scripting environment1.49 Ratings6.86 Ratings00 Ratings
    API for custom integration5.011 Ratings7.3195 Ratings00 Ratings
    Security
    Comparison of Security features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    5.9
    16 Ratings
    35% below category average
    Insightly
    7.6
    316 Ratings
    10% below category average
    Intuit Mailchimp
    -
    Ratings
    Single sign-on capability5.915 Ratings7.8282 Ratings00 Ratings
    Role-based user permissions5.916 Ratings7.4217 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    3.0
    12 Ratings
    86% below category average
    Insightly
    7.4
    90 Ratings
    1% below category average
    Intuit Mailchimp
    -
    Ratings
    Social data3.012 Ratings6.825 Ratings00 Ratings
    Social engagement3.012 Ratings8.078 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    5.2
    14 Ratings
    37% below category average
    Insightly
    6.4
    159 Ratings
    16% below category average
    Intuit Mailchimp
    -
    Ratings
    Marketing automation6.514 Ratings7.7159 Ratings00 Ratings
    Compensation management3.89 Ratings5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    8.3
    14 Ratings
    9% above category average
    Insightly
    5.9
    328 Ratings
    25% below category average
    Intuit Mailchimp
    -
    Ratings
    Mobile access8.314 Ratings5.9328 Ratings00 Ratings
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    -
    Ratings
    Insightly
    -
    Ratings
    Intuit Mailchimp
    8.1
    585 Ratings
    4% above category average
    WYSIWYG email editor00 Ratings00 Ratings8.1537 Ratings
    Dynamic content00 Ratings00 Ratings8.1519 Ratings
    Ability to test dynamic content00 Ratings00 Ratings8.2499 Ratings
    Landing pages00 Ratings00 Ratings8.3404 Ratings
    A/B testing00 Ratings00 Ratings7.7434 Ratings
    Mobile optimization00 Ratings00 Ratings7.9535 Ratings
    Email deliverability reporting00 Ratings00 Ratings8.8568 Ratings
    List management00 Ratings00 Ratings8.1564 Ratings
    Triggered drip sequences00 Ratings00 Ratings7.7385 Ratings
    Lead Management
    Comparison of Lead Management features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    -
    Ratings
    Insightly
    -
    Ratings
    Intuit Mailchimp
    8.9
    75 Ratings
    11% above category average
    Lead nurturing automation00 Ratings00 Ratings7.465 Ratings
    Lead scoring and grading00 Ratings00 Ratings10.01 Ratings
    Data quality management00 Ratings00 Ratings8.372 Ratings
    Automated sales alerts and tasks00 Ratings00 Ratings10.01 Ratings
    Campaign Management
    Comparison of Campaign Management features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    -
    Ratings
    Insightly
    -
    Ratings
    Intuit Mailchimp
    7.9
    126 Ratings
    4% above category average
    Calendaring00 Ratings00 Ratings7.448 Ratings
    Event/webinar marketing00 Ratings00 Ratings8.4112 Ratings
    Social Media Marketing
    Comparison of Social Media Marketing features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    -
    Ratings
    Insightly
    -
    Ratings
    Intuit Mailchimp
    8.2
    124 Ratings
    8% above category average
    Social sharing and campaigns00 Ratings00 Ratings8.3116 Ratings
    Social profile integration00 Ratings00 Ratings8.2107 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    -
    Ratings
    Insightly
    -
    Ratings
    Intuit Mailchimp
    8.4
    565 Ratings
    11% above category average
    Dashboards00 Ratings00 Ratings8.6229 Ratings
    Standard reports00 Ratings00 Ratings8.6560 Ratings
    Custom reports00 Ratings00 Ratings7.9130 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Agile CRM and Insightly and Intuit Mailchimp
    Feature
    Agile CRM
    -
    Ratings
    Insightly
    -
    Ratings
    Intuit Mailchimp
    7.9
    132 Ratings
    4% above category average
    API00 Ratings00 Ratings7.9107 Ratings
    Role-based workflow & approvals00 Ratings00 Ratings8.470 Ratings
    Customizability00 Ratings00 Ratings5.62 Ratings
    Integration with Salesforce.com00 Ratings00 Ratings8.654 Ratings
    Integration with Microsoft Dynamics CRM00 Ratings00 Ratings8.647 Ratings
    Integration with SugarCRM00 Ratings00 Ratings8.12 Ratings
    Third-party software integrations00 Ratings00 Ratings7.9109 Ratings
    Best Alternatives
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    Salesflare
    Score10 out of 10
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    Score10 out of 10
    Vbout
    Score9.9 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Kintone
    Score9.7 out of 10
    Bloomreach
    Score9.2 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    Iterable
    Score8.2 out of 10
    All AlternativesView all alternativesView all alternativesView all alternatives
    User Ratings
    Agile CRMInsightlyIntuit Mailchimp
    Likelihood to Recommend
    4.1
    (20 ratings)
    7.8
    (444 ratings)
    8.7
    (608 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    8.7
    (36 ratings)
    10.0
    (55 ratings)
    Usability
    2.1
    (10 ratings)
    7.5
    (180 ratings)
    8.5
    (477 ratings)
    Availability
    10.0
    (1 ratings)
    9.0
    (6 ratings)
    9.5
    (6 ratings)
    Performance
    10.0
    (1 ratings)
    7.9
    (25 ratings)
    8.9
    (7 ratings)
    Support Rating
    1.1
    (10 ratings)
    8.9
    (34 ratings)
    8.8
    (20 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    10.0
    (1 ratings)
    9.0
    (8 ratings)
    -
    (0 ratings)
    Implementation Rating
    10.0
    (1 ratings)
    8.2
    (26 ratings)
    7.4
    (22 ratings)
    Configurability
    10.0
    (1 ratings)
    9.9
    (18 ratings)
    10.0
    (2 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    8.4
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    10.0
    (1 ratings)
    9.0
    (10 ratings)
    8.0
    (4 ratings)
    Product Scalability
    10.0
    (1 ratings)
    9.0
    (9 ratings)
    9.5
    (6 ratings)
    Professional Services
    -
    (0 ratings)
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    10.0
    (1 ratings)
    9.1
    (3 ratings)
    10.0
    (2 ratings)
    Vendor pre-sale
    10.0
    (1 ratings)
    7.8
    (3 ratings)
    10.0
    (2 ratings)
    User Testimonials
    Agile CRMInsightlyIntuit Mailchimp
    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.
    Incentivized
    Read full review
    Unbounce
    There are a lot of things Insightly is great with for Career Services but much of my job is updating things manually because Insightly doesn't have a way to help me manage the database the way we need to. We have multiple academic records per students but needed to have fields that are multiselect on our contacts. These are all manually updated which are very tedious and not the best for what we need it to be able to do
    Incentivized
    Read full review
    Intuit
    Mailchimp is fairly easy to onboard, even for those who would consider themselves less technologically inclined. It can be as simple as plug-and-play for simpler campaigns or scale up as needed. It also makes it easy to build, send out for internal review and feedback, and track all the needed changes.
    Incentivized
    Read full review
    Pros
    Agile CRM
    • The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
    • I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
    • Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.
    Incentivized
    Read full review
    Unbounce
    • The ability to set up filters to generate lists based on just the categories I am interested in.
    • It's integration with our sales data so we can see customer spending trends across multiple years and seasons.
    • The ability to circle back to previous email correspondence to refresh on past conversations with individual clients.
    Incentivized
    Read full review
    Intuit
    • Mailchimp allows you to manage your mailing list really well. You can subscribe people, unsubscribe people manage the mailing list directly into segments, and what not.
    • Mailchimp has features where you can create campaigns based on your mailing lists and send out newsletters to your subscribers based on a multitude of parameters that you can setup. Such as send email daily, weekly, monthly and they also have event based mails that you can send out.
    • Mailchimp also has a feature where you can design your emails. The look and aesthetics are very important when sending emails to your subscribers and all those needs are addressed here.
    Incentivized
    Read full review
    Cons
    Agile CRM
    • The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
    • Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
    • At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
    • The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective.
    Read full review
    Unbounce
    • Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
    • The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
    • Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.
    Incentivized
    Read full review
    Intuit
    • The pricing tiers do scale quickly so if you have a free newsletter it may get expensive
    • The pricing is based on total emails so if you have users who you only email rarely it might not make sense to use Intuit Mailchimp
    • Customer support can be a bit lacking at times and their docs aren't always the best
    Read full review
    Likelihood to Renew
    Agile CRM
    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.
    Incentivized
    Read full review
    Unbounce
    Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
    Read full review
    Intuit
    We've had Mailchimp for about ten years, I want to say. I started with the company about four years ago, and I don't see us ever diverting to another source. It's easy for us to use, and we have all our clients already built into the database. I imagine we'll use them for as long as we have the company.
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    Usability
    Agile CRM
    Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.
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    Unbounce
    Anyone with any experience with a working knowledge of Facebook or using a Windows computer will be able to quickly adapt to Insightly and use it to suit their needs. It can become more difficult to use as a company might have custom workflows or Insightly customer service might need to customize the program to better suit a company's need. A slow introduction to the system is better than having to learn the program quickly. Parts and knowledge build on each other so it hard to grasp all at once. The learning curve for Insightly is 2-3 weeks while mastery comes with time and exposure to the program
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    Intuit
    It is easy, but some things you need to learn from their resources. Mailchimp is one of the most popular email marketing platforms because it combines email marketing, automation, audience management, and analytics into a single tool that's easy to use and scale. Simple solutions and drag-and-drop edits make it easy.
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    Reliability and Availability
    Agile CRM
    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.
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    The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
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    Intuit
    I have, in the 4+ years that I've used Mailchimp, never seen an issue that restricted the use of their software/tools. I don't know of a single time when they're system crashed or went down. I could be wrong, but I honestly haven't experienced any issues with outages, errors or unplanned downtime
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    Performance
    Agile CRM
    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.
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    Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
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    Intuit
    I haven't noticed any slow speeds from Mailchimp or their tools. I think the landing pages load quickly and look nice. The email reports and editing operates smoothly and doesn't take time to load. Additionally, when I use Mailchimp in conjunction with Zapier + Hubspot I don't notice any drag between any of these tools
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    Support Rating
    Agile CRM
    The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.
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    We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
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    Intuit
    Website tools were easy to use and understand so a novice can easily meet or exceed their client's expectations! Loved that we were able to totally customize so that the e-mail we created conveyed our client's overall messaging consistent with their branding! Client love that we can provide turnkey services to support their sales and marketing teams!
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    In-Person Training
    Agile CRM
    No answers on this topic
    Unbounce
    Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
    Incentivized
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    Intuit
    No answers on this topic
    Online Training
    Agile CRM
    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..
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    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
    Incentivized
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    Intuit
    No answers on this topic
    Implementation Rating
    Agile CRM
    Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
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    did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
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    Intuit
    It's pretty easy to get up and running! There's a slight learning curve on a few things, but once you find where everything is located, you can import your list and send your first email. It really makes our clients feel great to see how quickly they can get that first email out.
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    Alternatives Considered
    Agile CRM
    It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.
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    Unbounce
    Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
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    Intuit
    I used Intuit Mailchimp, and I would say other software I used is equally good and competes with Intuit Mailchimp. Well, Intuit Mailchimp's reporting is better, and ActiveCampaign has more affordable pricing, so in the end, it all comes to what you need. What we needed was available in cheaper price in other software as well. But I would definitely say Intuit Mailchimp has its own advantages too.
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    Contract Terms and Pricing Model
    Agile CRM
    No answers on this topic
    Unbounce
    I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
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    Intuit
    No answers on this topic
    Scalability
    Agile CRM
    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.
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    (+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
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    Intuit
    Mailchimp over the years I've used it has grown in leaps and bounds. They have added so many additional features than were previously available. They are truly an all-in-one marketing platform now. If you're a small operation and just want to add email to your marketing efforts, they're there for you. If you're a larger operation and want to start sending postcard advertisements, they can do that. If you'd good with that and want to kick up your marketing by going social, you can do that on their platform. They are truly able to be as small as you need, but also get quite large in whatever it is you'd like to do through their system.
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    Professional Services
    Agile CRM
    No answers on this topic
    Unbounce
    Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements
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    Intuit
    No answers on this topic
    Return on Investment
    Agile CRM
    • 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.
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    • Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.
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    Intuit
    • One of my retail web store clients was sending out email specials and notices about once a month. After clicking the send button, we would watch Google Analytics and the current site users would light up immediately. Often, the current site visitors would pop up to 20, 30 or more after the email was sent. On a normal day, seeing 1 or 2 online users would be OK.
    • Pretty much in all cases, we could see an uptick in positive activity after sending out a Intuit Mailchimp email to a list.
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    ScreenShots

    Agile CRM Screenshots

    Screenshot of a contact in Agile CRMScreenshot of the Agile CRM dashboardScreenshot of tasks, in Agile CRMScreenshot of Agile CRM reportingScreenshot of stages of a campaign, presented in Agile CRM

    Insightly Screenshots

    Screenshot of Insightly's lead status and activity tracking, available so that nothing falls through the cracks.Screenshot of the reporting feature, which provides insight into sales and productivity performance.Screenshot of the Insightly Opportunities dashboard.Screenshot of Insightly on mobile.Product screenshotProduct screenshot

    Intuit Mailchimp Screenshots

    Screenshot of Mailchimp's advanced analytics and reporting tools. These are used to monitor trends, track performance, and get actionable insights that help users to create better campaigns and drive customer engagement.Screenshot of Mailchimp's precise audience segmentation. Its AI simplifies the workflow by generating complex customer segments for highly personalized campaigns.Screenshot of omnichannel marketing. Campaigns can be built across multiple channels, and then managed from one convenient place.Screenshot of marketing automations with the Customer Journey Builder. This is used to reach the right people with the right message at exactly the right time, which helps to drive more repeat business, increase customer retention, and see more orders.Screenshot of Mailchimp's SMS marketing. SMS can be integrated into email, automations, and social campaigns.Screenshot of Mailchimp's AI, used to deliver relevant content faster. It can generate professionally written, on-brand marketing emails with the press of a button. The user only needs to review, edit, and send.