What users are saying about
Top Rated
61 Ratings
26 Ratings
Top Rated
61 Ratings
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Score 7.3 out of 101
26 Ratings
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Score 7.7 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

ONTRAPORT

ONTRAPORT is great if you have a scalable team, and want to keep people accountable for their tasks.It's not so great for agile development. Things can feel like they happen a bit too slow, and it's scary to test out small ideas. I realize this is rather subjective.
Andrew Muller profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Agile CRM
6.8
ONTRAPORT
Case management
Agile CRM
7.0
ONTRAPORT
Call center management
Agile CRM
6.4
ONTRAPORT
Help desk management
Agile CRM
7.0
ONTRAPORT

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

Agile CRM
7.9
ONTRAPORT
Custom fields
Agile CRM
8.7
ONTRAPORT
Custom objects
Agile CRM
7.8
ONTRAPORT
Scripting environment
Agile CRM
6.6
ONTRAPORT
API for custom integration
Agile CRM
8.6
ONTRAPORT

Security

Agile CRM
8.0
ONTRAPORT
Single sign-on capability
Agile CRM
8.3
ONTRAPORT
Role-based user permissions
Agile CRM
7.6
ONTRAPORT

Social CRM

Agile CRM
5.9
ONTRAPORT
Social data
Agile CRM
5.8
ONTRAPORT
Social engagement
Agile CRM
5.9
ONTRAPORT

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
ONTRAPORT
Mobile access
Agile CRM
8.0
ONTRAPORT

Email & Online Marketing

Agile CRM
ONTRAPORT
7.4
WYSIWYG email editor
Agile CRM
ONTRAPORT
8.0
Dynamic content
Agile CRM
ONTRAPORT
7.6
Ability to test dynamic content
Agile CRM
ONTRAPORT
8.3
Landing pages
Agile CRM
ONTRAPORT
7.2
A/B testing
Agile CRM
ONTRAPORT
3.5
Mobile optimization
Agile CRM
ONTRAPORT
7.0
Email deliverability
Agile CRM
ONTRAPORT
7.6
List management
Agile CRM
ONTRAPORT
8.6
Triggered drip sequences
Agile CRM
ONTRAPORT
9.3

Lead Management

Agile CRM
ONTRAPORT
8.1
Lead nurturing
Agile CRM
ONTRAPORT
8.6
Lead scoring and grading
Agile CRM
ONTRAPORT
7.6
Data quality management
Agile CRM
ONTRAPORT
7.8
Automated sales alerts and tasks
Agile CRM
ONTRAPORT
8.3

Campaign Management

Agile CRM
ONTRAPORT
5.6
Calendaring
Agile CRM
ONTRAPORT
6.2
Event/webinar marketing
Agile CRM
ONTRAPORT
5.0

Social Media Marketing

Agile CRM
ONTRAPORT
7.1
Social sharing and campaigns
Agile CRM
ONTRAPORT
7.1
Social profile integration
Agile CRM
ONTRAPORT
7.2

Reporting & Analytics

Agile CRM
ONTRAPORT
8.3
Dashboards
Agile CRM
ONTRAPORT
7.8
Standard reports
Agile CRM
ONTRAPORT
8.0
Custom reports
Agile CRM
ONTRAPORT
9.0

Platform & Infrastructure

Agile CRM
ONTRAPORT
7.8
API
Agile CRM
ONTRAPORT
8.0
Role-based workflow & approvals
Agile CRM
ONTRAPORT
8.0
Customizability
Agile CRM
ONTRAPORT
8.8
Integration with Salesforce.com
Agile CRM
ONTRAPORT
7.3
Integration with Microsoft Dynamics CRM
Agile CRM
ONTRAPORT
7.3
Integration with SugarCRM
Agile CRM
ONTRAPORT
7.3

Pros

  • The functionality of creating the campaign is very well thought out. It's extremely intuitive and I'm able to create what is considered complex campaigns with ease.
  • The ability to add points to the profile of a lead and rank them makes sorting and targeting potential customers very easy.
  • Review profile of a lead is very easy. Custom fields are easy to create and are visible in the profile.
Steven Davis profile photo
  • It automatically lets sales people and marketers know which contacts in the database are the most active and even allows you to see which web pages a particular contact has visited.
  • The marriage of rules and sequences allows us to sit down with clients and map out their marketing, sales and customer service processes and then program ONTRAPORT to carry them out. The business guides the software, not the other way around.
  • ONTRAPORT encourages a mix of communications; email, post card, postal and text messages. This helps keep the relationship real with the contacts. They don't feel like they are just on an email list. They are communicated in a way that matches their behavior and preferences.
Chad Root profile photo

Cons

  • If a lead is marked as "hard bounce", meaning that a sent email bounced, the system will not send any more emails to that lead. The only way to fix this is to delete the lead and add it again. This results in losing all history from the lead.
Steven Davis profile photo
  • Its blessing is its curse. Too much flexibility and a broad range of features means it can be hard to use to its full potential if you're not familiar with it and some of the features are not as advanced as stand alone solutions; like email templates for example.
  • The shopping cart and gateway communications are not really geared for product sales yet. It's coming though.
  • Reporting is a challenge. It's very flexible because you can download just about anything. You just have to figure out how to report it.
Chad Root 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
ONTRAPORT9.1
Based on 8 answers
We're committed to the platform and have built our business with it.
Chad Root 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
ONTRAPORT7.8
Based on 3 answers
The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes.When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.
Eric Foronjy 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
ONTRAPORT7.7
Based on 4 answers
World class features on a simple to use, customizable platform
Chad Root profile photo

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
ONTRAPORT9.0
Based on 3 answers
The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.
No photo available

In-Person Training

No score
No answers yet
No answers on this topic
ONTRAPORT9.1
Based on 1 answer
I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
David Jaeger 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
ONTRAPORT9.1
Based on 2 answers
If you know your business, ONTRAPORT is easy
Chad Root profile photo

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
Infusionsoft - I chose ONTRAPORT over Infusionsoft because I could make it match up to my clients processes easier. I value the flexibility. On the flip side, Infusionsoft has some eCommerce integration and pre-configured solutions that are appealing.VTrenz, Marketo, Silverpop were all on the list back in 2008 when I looked at them but they were overboard on roles and structure not to mention unaffordable for small and midsize clients.
Chad Root 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
ONTRAPORT8.2
Based on 1 answer
With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.
Jen Levitz profile photo

Return on Investment

  • Helped business because there was a better understanding of the size and profiles of my leads
  • Negative impact - leads were labeled as hard bounce and couldn't send until a lead was deleted and added again. VERY time consuming. Luckily this doesn't happen much.
  • Negative impact - Fake leads are added on a daily basis. AgileCRM doesn't have a double confirmation of added leads. But I believe this is normal in many CRMs and can be managed.
Steven Davis profile photo
  • We have been meeting the needs of clients with this tool since 2008; exceeding revenue expectations.
  • We have clients that set goals to get 100 leads. We end up getting them 1,000. Granted a lot of that is in the campaign strategy but the tool is legit.
Chad Root profile photo

Pricing Details

Agile CRM

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

ONTRAPORT

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
ONTRAPORT Editions & Modules
ONTRAPORT
Edition
Pro
$2971
Team
$5972
Basic
$793
1. per month with 2 users (up to 25,000 contacts)
2. per month with 10 users (up to 100,000 contacts)
3. per month with 1 user (up to 1,000 contacts)
Modules
100,000 extra contacts
$991
Additional user
$472
100,000 extra messages
$993
First-class postcards
$13
1. Other
2. Per User per Month
3. Other
Additional Pricing Details