What users are saying about

Agile CRM

Top Rated
59 Ratings

MethodCRM

11 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

MethodCRM

11 Ratings
Score 8.8 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

MethodCRM

This is a difficult question as we implemented it years ago. I think it is pretty much a very easily adaptable program to any business. It seems that the people who work for Method are able to think outside the box and come up with solutions that fit your individual needs.
Denice Castillo profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
MethodCRM
8.6
Customer data management / contact management
Agile CRM
8.7
MethodCRM
9.4
Workflow management
Agile CRM
7.4
MethodCRM
8.2
Territory management
Agile CRM
6.6
MethodCRM
1.8
Opportunity management
Agile CRM
8.0
MethodCRM
9.3
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
MethodCRM
9.1
Contract management
Agile CRM
7.5
MethodCRM
10.0
Quote & order management
Agile CRM
6.5
MethodCRM
9.7
Interaction tracking
Agile CRM
8.3
MethodCRM
10.0
Channel / partner relationship management
Agile CRM
8.4
MethodCRM
10.0

Customer Service & Support

Agile CRM
6.8
MethodCRM
9.6
Case management
Agile CRM
7.0
MethodCRM
10.0
Call center management
Agile CRM
6.4
MethodCRM
8.9
Help desk management
Agile CRM
7.1
MethodCRM
10.0

Marketing Automation

Agile CRM
8.5
MethodCRM
9.4
Lead management
Agile CRM
8.6
MethodCRM
8.9
Email marketing
Agile CRM
8.4
MethodCRM
10.0

CRM Project Management

Agile CRM
6.6
MethodCRM
9.3
Task management
Agile CRM
7.3
MethodCRM
10.0
Billing and invoicing management
Agile CRM
5.6
MethodCRM
8.4
Reporting
Agile CRM
7.1
MethodCRM
9.5

CRM Reporting & Analytics

Agile CRM
6.8
MethodCRM
10.0
Forecasting
Agile CRM
6.0
MethodCRM
10.0
Pipeline visualization
Agile CRM
8.4
MethodCRM
10.0
Customizable reports
Agile CRM
6.1
MethodCRM
10.0

Customization

Agile CRM
7.8
MethodCRM
9.5
Custom fields
Agile CRM
8.7
MethodCRM
9.5
Custom objects
Agile CRM
7.7
MethodCRM
9.5
Scripting environment
Agile CRM
6.5
MethodCRM
9.5
API for custom integration
Agile CRM
8.5
MethodCRM
9.5

Security

Agile CRM
7.9
MethodCRM
9.8
Single sign-on capability
Agile CRM
8.3
MethodCRM
9.8
Role-based user permissions
Agile CRM
7.5
MethodCRM
9.8

Social CRM

Agile CRM
5.8
MethodCRM
Social data
Agile CRM
5.8
MethodCRM
Social engagement
Agile CRM
5.9
MethodCRM

Integrations with 3rd-party Software

Agile CRM
7.7
MethodCRM
9.8
Marketing automation
Agile CRM
7.8
MethodCRM
9.8
Compensation management
Agile CRM
7.6
MethodCRM
9.8

Platform

Agile CRM
8.0
MethodCRM
8.4
Mobile access
Agile CRM
8.0
MethodCRM
8.4

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
  • Methods integration team was very helpful in getting us set up.
  • Their account management team is great at keeping in touch
  • If you need something created, they have a highly skilled team to help it become a reality.
Denice Castillo profile photo

Cons

  • The learning process is more challenging and takes longer to get used to the way things are handled in Agile CRM.
  • Agile CRM needs to improve their testing and preview options for different campaign segments.
  • There are some user interface tasks that could be made more user friendly such as setting up email templates and forms templates.
No photo available
  • We have no complaints Method: CRM has improved the workflow in the company.
  • All of the features are easy to use and with the 30day no obligation trial and hour consultation. We were really able to dig into all of its functionality with out any pressure of contracts while getting started.
  • The live chat support is great I get all my questions answered vs spending hours of my time getting passed around over the phone.
Denise D. BA  Website Developer 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
MethodCRM8.0
Based on 2 answers
We have spent so much time in getting Method to be the system we need it to be. It would not be cost effective to scrap the current system and start fresh
Denice Castillo 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
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
MethodCRM9.0
Based on 1 answer
They are very quick to respond and figure out solutions. They are prompt, polite and well versed in the product. They really put a lot of thought in to how the system can be manipulated to better serve me.
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
MethodCRM9.0
Based on 1 answer
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
Denice Castillo profile photo

Alternatives Considered

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
  • OnePageCRM was good but no sales automation when we tried it
  • Highrise - wanted to love it but too basic and even though we had a free license bundled with Basecamp we didn't use it.
  • Capsule was good but basic
  • Salesforce was too complicated to learn
  • Infusionsoft and Hubspot were too hard sell (Hubspot wanted a 1 year commitment)
Jez John profile photo
We also have used a few other tools such as Insightly. Hands down Method: CRM lead management, quickbook automation & notifications wins the game.
Denise D. BA  Website Developer 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

  • All contact data is in one spot
  • You can see a detailed view of each contact's deal history
  • It is a more affordable option than some CRMs
Victoria Hoete-Dodd profile photo
  • We have already seen a return on investment. Our sales team is always updated on new trends and deals to offer our clients.
  • Method: CRM syncs with Quickbooks online so we can quickly create invoices and customizable reports.
  • Creates invoices automatically saving us so much time which we are using to scale the business with new marketing concepts .
Denise D. BA  Website Developer profile photo

Pricing Details

Agile CRM

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

MethodCRM

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