What users are saying about

Agile CRM

Top Rated
59 Ratings

Junxure

2 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Junxure

2 Ratings
Score 7.7 out of 101

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Likelihood to Recommend

Agile CRM

For small businesses who need one piece of software to do a lot for the money, their free plan for 10 users is awesome and upgrading is very good value. They are our go-to suggestion for clients who need a CRM and marketing automation but can't justify Hubspot from a price perspective. A CRM at the most basic can hold notes and contact details about clients, and this is all some users may need. That more advanced users can automate inbound leads and send emails on triggers is amazing at this price point.
Jez John profile photo

Junxure

If you are approved to use Junxure, go for it! There are other great options available, but I have no specific gripes about Junxure. It's easy to use, it's easy to teach (important when you are trying to show it to a 70-year-old advisor) and keeps your team on the same page. I don't know that I would fight my BD to get it approved, but if you have it as an option, it is worth a look.
No photo available

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Junxure
8.3
Customer data management / contact management
Agile CRM
8.7
Junxure
9.0
Workflow management
Agile CRM
7.4
Junxure
8.0
Territory management
Agile CRM
6.6
Junxure
Opportunity management
Agile CRM
8.0
Junxure
9.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Junxure
Contract management
Agile CRM
7.5
Junxure
7.0
Quote & order management
Agile CRM
6.5
Junxure
9.0
Interaction tracking
Agile CRM
8.3
Junxure
9.0
Channel / partner relationship management
Agile CRM
8.3
Junxure
7.0

Customer Service & Support

Agile CRM
6.8
Junxure
10.0
Case management
Agile CRM
7.0
Junxure
10.0
Call center management
Agile CRM
6.4
Junxure
Help desk management
Agile CRM
7.1
Junxure
10.0

Marketing Automation

Agile CRM
8.5
Junxure
10.0
Lead management
Agile CRM
8.6
Junxure
10.0
Email marketing
Agile CRM
8.4
Junxure
10.0

CRM Project Management

Agile CRM
6.6
Junxure
8.3
Task management
Agile CRM
7.3
Junxure
8.0
Billing and invoicing management
Agile CRM
5.6
Junxure
9.0
Reporting
Agile CRM
7.0
Junxure
8.0

CRM Reporting & Analytics

Agile CRM
6.8
Junxure
8.0
Forecasting
Agile CRM
6.0
Junxure
Pipeline visualization
Agile CRM
8.4
Junxure
9.0
Customizable reports
Agile CRM
6.1
Junxure
7.0

Customization

Agile CRM
7.8
Junxure
7.3
Custom fields
Agile CRM
8.7
Junxure
8.0
Custom objects
Agile CRM
7.7
Junxure
8.0
Scripting environment
Agile CRM
6.4
Junxure
API for custom integration
Agile CRM
8.5
Junxure
6.0

Security

Agile CRM
7.9
Junxure
9.0
Single sign-on capability
Agile CRM
8.3
Junxure
8.0
Role-based user permissions
Agile CRM
7.5
Junxure
10.0

Social CRM

Agile CRM
5.8
Junxure
8.0
Social data
Agile CRM
5.8
Junxure
8.0
Social engagement
Agile CRM
5.9
Junxure
8.0

Integrations with 3rd-party Software

Agile CRM
7.7
Junxure
9.5
Marketing automation
Agile CRM
7.7
Junxure
9.0
Compensation management
Agile CRM
7.6
Junxure
10.0

Platform

Agile CRM
8.0
Junxure
Mobile access
Agile CRM
8.0
Junxure

Pros

  • Integrated and cohesive one-stop-shop.
  • Website integration and intelligent click tracking.
  • Drag and drop sales process GUI.
Colin Butler profile photo
  • Super scalable. We have had a number of team changes that would have been a huge headache in the past. Junxure is there to save the day!
  • Great list of integrations and partners
  • Allows us to hire an independent contractor for certain needs, and give them access to our current sale pipeline.
  • It's so clean, it's so easy to use. People will get it day 1!
No photo available

Cons

  • The newsletter part is a bit clunky compared to dedicated services like MailChimp or Aweber. It's just not very streamlined and logical.
  • There needs to be more flexibility in importing contacts. Currently, you can only import if you have an email and a name which obviously a lot of systems don't. It makes manipulating data by importing very difficult and the 'having to have a first name' is not even consistent with the system itself.
  • The iPhone/Android app is not quite doing it for me - very hard to navigate currently.
Vilhelm Kruse profile photo
  • Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
  • Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
  • I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
No photo available

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
No score
No answers yet
No answers on this topic

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
No score
No answers yet
No answers on this topic

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 CRM5.9
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
No score
No answers yet
No answers on this topic

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

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo
There are thousands of CRMs available in 2018. Junxure is one of the greats. You could use a non-financial-industry specific CRM, but I don't encourage it. Redtail and Wealthbox are great options as well, but often times the one available to you is going to be decided by your BD. If you are an RIA, I would check out their integrations pages and find out what other systems you already use. Especially if you BD uses a proprietary custodian. They may only be integrated with one CRM.Junxure is up there with the big boys, and you will be delighted by all the features. It's hard to say it's "the best", but only because everyone's firm needs are different. As the office tech guy, I beg that you don't throw a bad system at your admins without allowing them to vet for it themselves. Salespeople will tell you anything to get your business.
No photo available

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
  • Keeps track of every word said by a client.
  • Helps people outside of the investment world to get acclimated to the terminology.
  • Shows were you may have compliance blind spot (if you are watching your users, not to say there's a feature that tracks this specifically)
  • Being without a good CRM is like being without a map. Sure, you can probably get to where you are going, but you may need to backtrack, ask if anyone remembers where we were a month ago, and you will be beaten and muddy when you get there... I would just buy the map.
  • AKA, go get Junxure asap!
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

Junxure

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