Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agile CRM
Score 7.6 out of 10
N/A
Agile 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.
$8.99
*per user per month
monday.com
Score 8.4 out of 10
Mid-Size Companies (51-1,000 employees)
monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
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Pricing
Agile CRMmonday.com
Editions & Modules
Starter
$8.99
*per user per month
Regular
$29.99
*per user per month
Enterprise
$47.99
*per user per month
Free
Free
for 10 users
Enterprise
$0
Contact us
Basic
$9
per user
Standard
$12
per user
Pro
$19
per user
Offerings
Pricing Offerings
Agile CRMmonday.com
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details*pricing for 2 year plan.Yearly plan: Save 18% Monthly plan also available
More Pricing Information
Features
Agile CRMmonday.com
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Agile CRM
3.2
19 Ratings
82% below category average
monday.com
-
Ratings
Customer data management / contact management3.619 Ratings00 Ratings
Workflow management5.516 Ratings00 Ratings
Territory management2.311 Ratings00 Ratings
Opportunity management3.416 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)1.118 Ratings00 Ratings
Contract management4.211 Ratings00 Ratings
Quote & order management3.612 Ratings00 Ratings
Interaction tracking3.818 Ratings00 Ratings
Channel / partner relationship management1.79 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Agile CRM
1.8
16 Ratings
123% below category average
monday.com
-
Ratings
Case management1.814 Ratings00 Ratings
Call center management1.814 Ratings00 Ratings
Help desk management1.816 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Agile CRM
3.3
19 Ratings
78% below category average
monday.com
-
Ratings
Lead management5.418 Ratings00 Ratings
Email marketing1.119 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Agile CRM
3.6
17 Ratings
71% below category average
monday.com
-
Ratings
Task management4.915 Ratings00 Ratings
Billing and invoicing management1.410 Ratings00 Ratings
Reporting4.417 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Agile CRM
1.5
18 Ratings
134% below category average
monday.com
-
Ratings
Forecasting1.314 Ratings00 Ratings
Pipeline visualization1.916 Ratings00 Ratings
Customizable reports1.217 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Agile CRM
4.1
19 Ratings
60% below category average
monday.com
-
Ratings
Custom fields4.019 Ratings00 Ratings
Custom objects6.013 Ratings00 Ratings
Scripting environment1.59 Ratings00 Ratings
API for custom integration5.011 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Agile CRM
5.9
16 Ratings
34% below category average
monday.com
-
Ratings
Single sign-on capability5.915 Ratings00 Ratings
Role-based user permissions5.916 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Agile CRM
3.0
12 Ratings
83% below category average
monday.com
-
Ratings
Social data3.012 Ratings00 Ratings
Social engagement3.012 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Agile CRM
5.2
14 Ratings
32% below category average
monday.com
-
Ratings
Marketing automation6.514 Ratings00 Ratings
Compensation management3.89 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Agile CRM
8.2
14 Ratings
9% above category average
monday.com
-
Ratings
Mobile access8.214 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Agile CRM
-
Ratings
monday.com
8.0
2213 Ratings
6% above category average
Task Management00 Ratings8.92200 Ratings
Resource Management00 Ratings8.21878 Ratings
Gantt Charts00 Ratings7.71283 Ratings
Scheduling00 Ratings8.21838 Ratings
Workflow Automation00 Ratings8.31914 Ratings
Team Collaboration00 Ratings9.12157 Ratings
Support for Agile Methodology00 Ratings8.11144 Ratings
Support for Waterfall Methodology00 Ratings7.01 Ratings
Document Management00 Ratings7.61780 Ratings
Email integration00 Ratings7.91590 Ratings
Mobile Access00 Ratings7.81761 Ratings
Timesheet Tracking00 Ratings7.61033 Ratings
Change request and Case Management00 Ratings7.91144 Ratings
Budget and Expense Management00 Ratings7.71019 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Agile CRM
-
Ratings
monday.com
7.4
996 Ratings
0% below category average
Quotes/estimates00 Ratings7.7667 Ratings
Project & financial reporting00 Ratings7.4880 Ratings
Integration with accounting software00 Ratings7.1496 Ratings
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Agile CRMmonday.com
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Score 9.1 out of 10
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User Ratings
Agile CRMmonday.com
Likelihood to Recommend
3.8
(20 ratings)
8.7
(2218 ratings)
Likelihood to Renew
10.0
(2 ratings)
9.0
(31 ratings)
Usability
2.1
(10 ratings)
8.6
(2146 ratings)
Availability
10.0
(1 ratings)
8.2
(8 ratings)
Performance
10.0
(1 ratings)
8.5
(8 ratings)
Support Rating
1.1
(10 ratings)
8.2
(1875 ratings)
In-Person Training
-
(0 ratings)
9.1
(1 ratings)
Online Training
10.0
(1 ratings)
9.1
(4 ratings)
Implementation Rating
10.0
(1 ratings)
8.9
(7 ratings)
Configurability
10.0
(1 ratings)
8.4
(6 ratings)
Ease of integration
10.0
(1 ratings)
8.5
(6 ratings)
Product Scalability
10.0
(1 ratings)
7.2
(8 ratings)
Vendor post-sale
10.0
(1 ratings)
8.6
(6 ratings)
Vendor pre-sale
10.0
(1 ratings)
8.6
(6 ratings)
User Testimonials
Agile CRMmonday.com
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.
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monday.com
monday.com has very clear default views that are easy to follow, simple to update and amend. Automations are really easy to set up, but you need a good idea of what you want to do and the order it needs to be done in. The options available on Automations are improving all the time.
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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.
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monday.com
  • Automation/integrations - Choosing from template automation or creating your own, integrate across platforms.
  • Dashboards - Different views i.e. kanban, gantt chart, tables, forms.
  • All info in one place - Add all of the necessary files for each task inside of Monday; don't need to go looking for ages in different folders on our internal system, add comments, and add assignees to each task—very content-rich way of presenting information.
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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.
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monday.com
  • The billing model is awful for small businesses! monday.com makes you feel like they are doing you a favour. You literally pay for seats you don't use. The billing model should be a per seat model!
  • There are too many addons from monday.com and 3rd party vendors that you have to pay for. The value of those addons is debatable are often rebuildable outside of monday.com in a single use spreadsheet (which pay monthly for an addon that you only need to use once in a while?) or organisations are already using something else in their tech stack for that addon.
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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.
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monday.com
Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
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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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monday.com
The templates are great because it gives you a starting point and then you're able to tailor it to the way YOU want it. I use a lot of trial and error in figuring out how to do certain things, but did learn last week that I'm able to reach out to Monday support and set up a call and they help me with what I'm wanting to accomplish.
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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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monday.com
There have only been 2 instances in the past year where monday.com was down.
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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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monday.com
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
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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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monday.com
Fast response from a human, when a human is needed. AI bot gives initial response to my question. Often, the bot response is all I needed to proceed. Best feature is the AI Assistant for writing one-line programs in the Formula columns. The AI Assistant is much smarter than me and adds in well-appreciated items for my formulas. Including column checks and Function suggestions
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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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monday.com
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
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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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monday.com
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
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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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monday.com
We used an excel spreadsheet to track our month end close process previously which created a lot of issues around only one person being able to be in the checklist at any given time. Additionally, we were unable to have excel notify us when a task we need to have completed was done, but Monday.com has completely changed that for us!
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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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monday.com
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
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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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monday.com
  • My favourite example? We used it to take a failed start-up, one where the prime investor was considering pulling out - to being a listed business (EURONEXT) within 18 months. That business now has a market cap at around $200m.
  • Turnaround of a struggling health tech venture that was buried under endless spreadsheets by its investors - from loss-making to £2M EBITDA in two -years.
  • Offshoring - Through the adoption of Monday as a key workstream management tool (moving off JIRA) we were able to reduce resource costs by over £2m per annum, without any change in efficiency or quality.
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ScreenShots

monday.com Screenshots

Screenshot of Work OSScreenshot of Ready-Made TemplatesScreenshot of MobileScreenshot of Visual BoardsScreenshot of Real-time NotificationsScreenshot of Automations