What users are saying about

Agile CRM

Top Rated
59 Ratings

Microsoft Dynamics 365

Top Rated
420 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Microsoft Dynamics 365

Top Rated
420 Ratings
Score 7.1 out of 101

Add comparison

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

Microsoft Dynamics 365

It is a strong product but you need to consider if it is a good fit for your environment and business. If you have a lot of Microsoft products and staff with these skills, it will be a good fit
Reza Shirazi profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Microsoft Dynamics 365
7.4
Customer data management / contact management
Agile CRM
8.7
Microsoft Dynamics 365
7.4
Workflow management
Agile CRM
7.4
Microsoft Dynamics 365
7.4
Territory management
Agile CRM
6.6
Microsoft Dynamics 365
7.7
Opportunity management
Agile CRM
8.0
Microsoft Dynamics 365
8.1
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Microsoft Dynamics 365
6.9
Contract management
Agile CRM
7.5
Microsoft Dynamics 365
6.9
Quote & order management
Agile CRM
6.5
Microsoft Dynamics 365
6.7
Interaction tracking
Agile CRM
8.3
Microsoft Dynamics 365
7.9
Channel / partner relationship management
Agile CRM
8.3
Microsoft Dynamics 365
7.6

Customer Service & Support

Agile CRM
6.8
Microsoft Dynamics 365
7.3
Case management
Agile CRM
7.0
Microsoft Dynamics 365
7.7
Call center management
Agile CRM
6.4
Microsoft Dynamics 365
7.1
Help desk management
Agile CRM
7.1
Microsoft Dynamics 365
7.0

Marketing Automation

Agile CRM
8.5
Microsoft Dynamics 365
6.7
Lead management
Agile CRM
8.6
Microsoft Dynamics 365
6.7
Email marketing
Agile CRM
8.4
Microsoft Dynamics 365
6.7

CRM Project Management

Agile CRM
6.6
Microsoft Dynamics 365
6.9
Task management
Agile CRM
7.3
Microsoft Dynamics 365
7.5
Billing and invoicing management
Agile CRM
5.6
Microsoft Dynamics 365
7.1
Reporting
Agile CRM
7.0
Microsoft Dynamics 365
6.3

CRM Reporting & Analytics

Agile CRM
6.8
Microsoft Dynamics 365
7.0
Forecasting
Agile CRM
6.0
Microsoft Dynamics 365
6.6
Pipeline visualization
Agile CRM
8.4
Microsoft Dynamics 365
7.5
Customizable reports
Agile CRM
6.1
Microsoft Dynamics 365
6.8

Customization

Agile CRM
7.8
Microsoft Dynamics 365
7.9
Custom fields
Agile CRM
8.7
Microsoft Dynamics 365
8.0
Custom objects
Agile CRM
7.7
Microsoft Dynamics 365
8.1
Scripting environment
Agile CRM
6.4
Microsoft Dynamics 365
7.6
API for custom integration
Agile CRM
8.5
Microsoft Dynamics 365
7.9

Security

Agile CRM
7.9
Microsoft Dynamics 365
7.7
Single sign-on capability
Agile CRM
8.3
Microsoft Dynamics 365
7.5
Role-based user permissions
Agile CRM
7.5
Microsoft Dynamics 365
7.9

Social CRM

Agile CRM
5.8
Microsoft Dynamics 365
7.1
Social data
Agile CRM
5.8
Microsoft Dynamics 365
7.0
Social engagement
Agile CRM
5.9
Microsoft Dynamics 365
7.3

Integrations with 3rd-party Software

Agile CRM
7.7
Microsoft Dynamics 365
7.2
Marketing automation
Agile CRM
7.7
Microsoft Dynamics 365
7.1
Compensation management
Agile CRM
7.6
Microsoft Dynamics 365
7.4

Platform

Agile CRM
8.0
Microsoft Dynamics 365
6.8
Mobile access
Agile CRM
8.0
Microsoft Dynamics 365
6.8

Pros

  • Tracks all of our clients, prospects and sales pipeline
  • Manages inbound leads and marketing automation
  • Acts as a bulk email system for messages and e-newsletters
Jez John profile photo
  • The workflow engine is quite powerful, especially with the new "synchronous" workflow option.
  • The new business process flows attached to entities helps with usability and guiding the user through the optimal process without forcing hard limitations.
  • The seamless integration with Microsoft Outlook is a huge contributor to capturing all interaction with the customer. Turning emails into Leads, Opportunities, or Cases with a couple clicks is fantastic!
  • The tight integration with Microsoft Excel is very strong. The "dynamics spreadsheet" functionality lets users take advantage of the power of Excel without being afraid of outdated data.
Trent Bell profile photo

Cons

  • UI and UX - it's improving and it's 90% a joy to use. Some things are just really clunky with multiple windows opening (newsletter campaign management is a good example).
  • I have yet to see their approach to the new EU data protection regulation which would be a deal breaker and would entail us leaving them if their plans are not published soon. That said I think most tech companies are guilty of a lack of planning.
  • Ticketing feels poor compared to Zend Desk and Zoho Desk.
Jez John profile photo
  • Ability for detailed reporting is still an issue to me.
  • Interface is not friendly when outlook is not used, which makes it difficult to use.
  • Checkpoints for errors need to be adjusted and more robust so the errors are minimized.
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
Microsoft Dynamics 3657.9
Based on 19 answers
We like the product and the ability to integrate 3rd solutions, especially around the helpdesk processes, and we are a Microsoft partner.
Steve Rauda 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
Microsoft Dynamics 3658.0
Based on 5 answers
The interface is somewhat clunky and has lots of noise. Navigating around is not that simple and takes some getting used to. I think there are improvements to this in the 2013 version
Reza Shirazi 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
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
Microsoft Dynamics 36510.0
Based on 1 answer
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Todd Jankowski 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
Microsoft Dynamics 3657.5
Based on 2 answers
No answer on this topic is available.

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
Microsoft Dynamics 3659.2
Based on 4 answers
Highly recommended for any Sales Team that has 10 or more persons
Chris Farias profile photo

Alternatives Considered

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo
I was not part of the decision making process.
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

  • 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
  • It kept our international team up to date on every account we have regardless of time zone and geography
  • kept good communication between the team and the client with no need of hour long conference calls for catching up on progress and pipeline building
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

Microsoft Dynamics 365

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