What users are saying about
Top Rated
61 Ratings
15 Ratings
Top Rated
61 Ratings
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Score 7.3 out of 101
15 Ratings
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Score 8 out of 101

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Likelihood to Recommend

Agile CRM

Agile seems suitable if you set up correctly from the get go. Once you have over 10000 contacts it's hard to clean up the list e.g tags. If you want to edit or delete them how can you?
Victoria Hoete-Dodd profile photo

Odoo

I would go community version for a small startup, Odoo can be customized quickly and refined as a company matures. It's less suited for a big company already using an ERP with lots of workflows and integration.
David MacDonald profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Odoo
Customer data management / contact management
Agile CRM
8.7
Odoo
Workflow management
Agile CRM
7.4
Odoo
Territory management
Agile CRM
6.7
Odoo
Opportunity management
Agile CRM
8.0
Odoo
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Odoo
Contract management
Agile CRM
7.6
Odoo
Quote & order management
Agile CRM
6.6
Odoo
Interaction tracking
Agile CRM
8.4
Odoo
Channel / partner relationship management
Agile CRM
8.6
Odoo

Customer Service & Support

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

Marketing Automation

Agile CRM
8.5
Odoo
Lead management
Agile CRM
8.6
Odoo
Email marketing
Agile CRM
8.5
Odoo

CRM Project Management

Agile CRM
6.7
Odoo
Task management
Agile CRM
7.3
Odoo
Billing and invoicing management
Agile CRM
5.7
Odoo
Reporting
Agile CRM
7.0
Odoo

CRM Reporting & Analytics

Agile CRM
6.8
Odoo
Forecasting
Agile CRM
6.0
Odoo
Pipeline visualization
Agile CRM
8.4
Odoo
Customizable reports
Agile CRM
6.1
Odoo

Customization

Agile CRM
7.9
Odoo
7.3
Custom fields
Agile CRM
8.7
Odoo
Custom objects
Agile CRM
7.8
Odoo
Scripting environment
Agile CRM
6.6
Odoo
API for custom integration
Agile CRM
8.6
Odoo
5.5
Plug-ins
Agile CRM
Odoo
9.0

Security

Agile CRM
8.0
Odoo
8.3
Single sign-on capability
Agile CRM
8.3
Odoo
7.5
Role-based user permissions
Agile CRM
7.6
Odoo
9.0

Social CRM

Agile CRM
5.9
Odoo
Social data
Agile CRM
5.8
Odoo
Social engagement
Agile CRM
5.9
Odoo

Integrations with 3rd-party Software

Agile CRM
7.9
Odoo
Marketing automation
Agile CRM
7.8
Odoo
Compensation management
Agile CRM
7.9
Odoo

Platform

Agile CRM
8.0
Odoo
Mobile access
Agile CRM
8.0
Odoo

Payroll Management

Agile CRM
Odoo
5.2
Pay calculation
Agile CRM
Odoo
5.5
Benefit plan administration
Agile CRM
Odoo
6.0
Direct deposit files
Agile CRM
Odoo
5.0
Salary revision and increment management
Agile CRM
Odoo
5.0
Reimbursement management
Agile CRM
Odoo
4.5

Reporting & Analytics

Agile CRM
Odoo
7.7
Dashboards
Agile CRM
Odoo
9.0
Standard reports
Agile CRM
Odoo
8.0
Custom reports
Agile CRM
Odoo
6.0

General Ledger and Configurable Accounting

Agile CRM
Odoo
7.0
Accounts payable
Agile CRM
Odoo
8.0
Accounts receivable
Agile CRM
Odoo
8.5
Global Financial Support
Agile CRM
Odoo
6.5
Primary and Secondary Ledgers
Agile CRM
Odoo
7.0
Intercompany Accounting
Agile CRM
Odoo
5.5
Localizations
Agile CRM
Odoo
6.0
Journals and Reconciliations
Agile CRM
Odoo
7.5
Enterprise Accounting
Agile CRM
Odoo
8.0
Configurable Accounting
Agile CRM
Odoo
7.5
Centralized Rules Framework
Agile CRM
Odoo
5.5
Standardized Processes
Agile CRM
Odoo
7.5

Inventory Management

Agile CRM
Odoo
7.5
Inventory tracking
Agile CRM
Odoo
8.5
Automatic reordering
Agile CRM
Odoo
7.0
Location management
Agile CRM
Odoo
7.0
Manufacturing module
Agile CRM
Odoo
7.5

Order Management

Agile CRM
Odoo
6.5
Pricing
Agile CRM
Odoo
9.0
Order entry
Agile CRM
Odoo
7.5
Credit card processing
Agile CRM
Odoo
4.0
Cost of goods sold
Agile CRM
Odoo
5.5
Order Orchestration
Agile CRM
Odoo
6.0
End-to-end order visibility
Agile CRM
Odoo
6.0
Order exception Resolution
Agile CRM
Odoo
7.5

Subledger and Financial Process

Agile CRM
Odoo
7.1
Automated Invoice Processing
Agile CRM
Odoo
8.5
Shared Services Payments
Agile CRM
Odoo
7.0
Billings Management
Agile CRM
Odoo
7.5
Customer Receipt Applications
Agile CRM
Odoo
7.0
Customer Collections
Agile CRM
Odoo
8.0
Revenue Recognition
Agile CRM
Odoo
8.5
Cash Management
Agile CRM
Odoo
9.0
Asset Management
Agile CRM
Odoo
6.0
Travel & Expense Management
Agile CRM
Odoo
7.5
Budgetary Control & Encumbrance Accounting
Agile CRM
Odoo
7.0
Period Close
Agile CRM
Odoo
7.0
Transactions Tax
Agile CRM
Odoo
8.0
Subledger Reconciliations
Agile CRM
Odoo
7.0
3rd Party Accounting Systems
Agile CRM
Odoo
2.0

Project Financial Management

Agile CRM
Odoo
6.9
Budgeting and Forecasting
Agile CRM
Odoo
7.5
Project Costing
Agile CRM
Odoo
6.5
Cost Capture
Agile CRM
Odoo
6.5
Capital Project Management
Agile CRM
Odoo
5.5
Customer Invoicing
Agile CRM
Odoo
6.5
Customer Contract Compliance
Agile CRM
Odoo
8.5
Project Revenue Recognition
Agile CRM
Odoo
7.5
Project Financial Performance Analysis
Agile CRM
Odoo
8.0
Project Financials Dashboard
Agile CRM
Odoo
6.0
Real-time Financial Reporting
Agile CRM
Odoo
6.5
Embedded Business Intelligence
Agile CRM
Odoo
6.5
Project Planning Collaboration
Agile CRM
Odoo
7.0

Project Execution Management

Agile CRM
Odoo
5.3
Project Planning and Scheduling
Agile CRM
Odoo
7.0
Project Manager Dashboard
Agile CRM
Odoo
7.5
Resource Manager Dashboard
Agile CRM
Odoo
4.5
Task Insight for Project Managers
Agile CRM
Odoo
7.5
Project Manager Mobile Functionality
Agile CRM
Odoo
4.5
Team Member Task Collaboration
Agile CRM
Odoo
6.0
Team Member Mobile Functionality
Agile CRM
Odoo
5.0
Project Candidate Search
Agile CRM
Odoo
5.0
Project Candidate Comparison and Analysis
Agile CRM
Odoo
5.5
Defineable Resource Pools
Agile CRM
Odoo
5.5
Defineable Resource Pools
Agile CRM
Odoo
3.0
Talent Profiles
Agile CRM
Odoo
3.0
Real-Time Project Reporting
Agile CRM
Odoo
5.5
Absence Management
Agile CRM
Odoo
4.5
Product Lifecycle Management
Agile CRM
Odoo
5.5

Grants Management

Agile CRM
Odoo
5.9
Award Lifecycle Management
Agile CRM
Odoo
5.5
Spending Control
Agile CRM
Odoo
6.0
Indirect Cost Management
Agile CRM
Odoo
5.5
Billing
Agile CRM
Odoo
6.5

Procurement

Agile CRM
Odoo
6.8
Sourcing Team Collaboration
Agile CRM
Odoo
7.5
Sourcing Analysis
Agile CRM
Odoo
5.0
Bids Analyzed and Compared
Agile CRM
Odoo
7.0
Catalog Shopping E-Commerce for Employees
Agile CRM
Odoo
6.0
Contract Authoring
Agile CRM
Odoo
6.5
Contract Compliance Management
Agile CRM
Odoo
7.0
Contract History
Agile CRM
Odoo
6.5
Contract Renewal Automation
Agile CRM
Odoo
6.5
Contract Repository
Agile CRM
Odoo
7.5
Contract Standardization and Enforcement
Agile CRM
Odoo
5.5
Electronic Signatures
Agile CRM
Odoo
8.5
Invoice Automated Matching
Agile CRM
Odoo
7.5
Purchasing Risk and Compliance Management
Agile CRM
Odoo
8.5
Requisitions-to-Purchase Orders Integrated
Agile CRM
Odoo
6.5
Spend Compliance Management
Agile CRM
Odoo
6.0
Supplier Assessment
Agile CRM
Odoo
7.0
Supplier Communication and Collaboration
Agile CRM
Odoo
7.0
Supplier Management
Agile CRM
Odoo
7.0
Supplier Portal
Agile CRM
Odoo
7.0

Risk Management

Agile CRM
Odoo
7.0
Risk Repository
Agile CRM
Odoo
7.0
Control Management
Agile CRM
Odoo
7.0
Control Mapping
Agile CRM
Odoo
6.0
Control Efficiency Assessments
Agile CRM
Odoo
7.0
Automated Control Assessments
Agile CRM
Odoo
7.0
Assessment Capture
Agile CRM
Odoo
6.0
Issue Detection
Agile CRM
Odoo
7.0
Automatic Notification
Agile CRM
Odoo
9.0
Remediation and Certification
Agile CRM
Odoo
7.0

Logistics

Agile CRM
Odoo
7.1
Transportation Planning and Optimization
Agile CRM
Odoo
6.0
Transportation Sourcing Management
Agile CRM
Odoo
7.0
Transportation Process Integration
Agile CRM
Odoo
6.0
Transportation Execution Management
Agile CRM
Odoo
6.0
Fulfillment Management
Agile CRM
Odoo
5.0
Inventory Visibility
Agile CRM
Odoo
10.0
Warehouse Workforce Management
Agile CRM
Odoo
10.0

Manufacturing

Agile CRM
Odoo
8.4
Production Process Design
Agile CRM
Odoo
9.0
Supply Chain Business Flows
Agile CRM
Odoo
9.0
Production Management
Agile CRM
Odoo
9.0
Contracted Manufacturing Management
Agile CRM
Odoo
9.0
Configuration Management
Agile CRM
Odoo
9.0
Work Definition
Agile CRM
Odoo
8.0
Work Execution
Agile CRM
Odoo
7.0
Advanced Fulfillment
Agile CRM
Odoo
7.0
Manufacturing Costs
Agile CRM
Odoo
9.0

Supply Chain

Agile CRM
Odoo
8.0
Forecasting
Agile CRM
Odoo
8.0
Inventory Planning
Agile CRM
Odoo
8.0
Multi-tier Supply Chain Planning
Agile CRM
Odoo
8.0
Performance Monitoring
Agile CRM
Odoo
8.0

Product Lifecycle Management

Agile CRM
Odoo
6.7
Ideation Management
Agile CRM
Odoo
7.0
Requirements Management
Agile CRM
Odoo
8.0
Proposal Management
Agile CRM
Odoo
7.0
Innovation Portfolio Management
Agile CRM
Odoo
7.0
Product Master Data Management
Agile CRM
Odoo
6.0
Vendor Portal
Agile CRM
Odoo
6.0
Project Portfolio Management
Agile CRM
Odoo
6.0

Pros

  • Easy to add new contacts whether manually or automatically as they fill in forms on site.
  • The banners feature is useful to flag important messages regarding certain users.
  • The email reporting is easy to see CTR open rate etc.
Victoria Hoete-Dodd profile photo
  • Possibility to customize the fields and some workflows is rather simple and a lot of tutorials are available on the internet.
  • The community version is free as are most modules and some paying modules developped for specific purposes are available in the marketplace.
  • It is easy to configure products with accounting, everything is smooth.
David MacDonald profile photo

Cons

  • The email builder really needs an open HTML section to allow you to easily embed code in your email.
  • It's not easy to view the complete number of contacts when over 10000.
  • More help documents on their site would make using the campaign feature better.
Victoria Hoete-Dodd profile photo
  • Community version is sometimes hard to maintain, needs some on-premise knowledge (IT) or having business with an Odoo partner that is sometimes expensive and unreliable.
  • Enterprise version is as expensive as other ERP in the market.
  • Reporting is horrible, not a lot of possibility to integrate seamlessly with a third party BI platform.
David MacDonald 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
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 CRM5.7
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

Agile CRM did most of what PipeDrive did, some of what Hubspot does, and a range of other stuff that I was starry eyed about at the outset. but I eventually concluded that a jack-of-all-trades was not what i was looking for. And while the support team tried, they didn't have English as their first language and weren't on my time zone so all those factors conspired to turn me off on the end.
Colin Butler profile photo
While comparing Direkto with the Odoo, I'd say, only consideration of the UI is enough to see the vital advantage of the latter. Moreover, the specific functions are way [more] easily searchable through the Odoo than in Direkto.
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

  • 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
  • The community version removes heavy implementation cost
  • Integration of all activities on a single platform (e.g. sales dept speaks the same language as the shipping or support department).
David MacDonald profile photo

Pricing Details

Agile CRM

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

Odoo

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