What users are saying about

Agile CRM

Top Rated
59 Ratings

ONTRAPORT

24 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

ONTRAPORT

24 Ratings
Score 8.2 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
7.8
ONTRAPORT
Customer data management / contact management
Agile CRM
8.7
ONTRAPORT
Workflow management
Agile CRM
7.4
ONTRAPORT
Territory management
Agile CRM
6.6
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
7.5
ONTRAPORT
Quote & order management
Agile CRM
6.5
ONTRAPORT
Interaction tracking
Agile CRM
8.3
ONTRAPORT
Channel / partner relationship management
Agile CRM
8.4
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
7.1
ONTRAPORT

Marketing Automation

Agile CRM
8.5
ONTRAPORT
Lead management
Agile CRM
8.6
ONTRAPORT
Email marketing
Agile CRM
8.4
ONTRAPORT

CRM Project Management

Agile CRM
6.6
ONTRAPORT
Task management
Agile CRM
7.3
ONTRAPORT
Billing and invoicing management
Agile CRM
5.6
ONTRAPORT
Reporting
Agile CRM
7.1
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
7.8
ONTRAPORT
Custom fields
Agile CRM
8.7
ONTRAPORT
Custom objects
Agile CRM
7.7
ONTRAPORT
Scripting environment
Agile CRM
6.5
ONTRAPORT
API for custom integration
Agile CRM
8.5
ONTRAPORT

Security

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

Social CRM

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

Integrations with 3rd-party Software

Agile CRM
7.7
ONTRAPORT
Marketing automation
Agile CRM
7.8
ONTRAPORT
Compensation management
Agile CRM
7.6
ONTRAPORT

Platform

Agile CRM
8.0
ONTRAPORT
Mobile access
Agile CRM
8.0
ONTRAPORT

Email & Online Marketing

Agile CRM
ONTRAPORT
7.7
WYSIWYG email editor
Agile CRM
ONTRAPORT
7.7
Dynamic content
Agile CRM
ONTRAPORT
8.6
Ability to test dynamic content
Agile CRM
ONTRAPORT
8.3
Landing pages
Agile CRM
ONTRAPORT
7.0
A/B testing
Agile CRM
ONTRAPORT
4.5
Mobile optimization
Agile CRM
ONTRAPORT
9.0
Email deliverability
Agile CRM
ONTRAPORT
6.9
List management
Agile CRM
ONTRAPORT
8.4
Triggered drip sequences
Agile CRM
ONTRAPORT
9.2

Lead Management

Agile CRM
ONTRAPORT
8.2
Lead nurturing
Agile CRM
ONTRAPORT
8.5
Lead scoring and grading
Agile CRM
ONTRAPORT
7.4
Data quality management
Agile CRM
ONTRAPORT
8.2
Automated sales alerts and tasks
Agile CRM
ONTRAPORT
8.9

Campaign Management

Agile CRM
ONTRAPORT
6.7
Calendaring
Agile CRM
ONTRAPORT
6.2
Event/webinar marketing
Agile CRM
ONTRAPORT
7.2

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
7.8
Dashboards
Agile CRM
ONTRAPORT
7.5
Standard reports
Agile CRM
ONTRAPORT
8.0
Custom reports
Agile CRM
ONTRAPORT
8.0

Platform & Infrastructure

Agile CRM
ONTRAPORT
7.9
API
Agile CRM
ONTRAPORT
8.3
Role-based workflow & approvals
Agile CRM
ONTRAPORT
8.4
Customizability
Agile CRM
ONTRAPORT
9.0
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

  • 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
  • ONTRAPORT is stellar for building campaigns. Their visual editor is somehow completely user-friendly and insanely powerful. The ability to so easily set up a chain of dozens of events, conditions, and outcomes is a huge asset. It's easy to segment users based on things they've bought, sequences they've opted into, etc., and send them down automated funnels.
  • ONTRAPORT's page builder is great for basic-to-intermediate level sales/landing pages. It's certainly not perfect, but it does allow pretty much anyone to build a nice, clean, mobile-responsive landing page.
  • ONTRAPORT's contact management is extremely powerful. If you can think of a way you'd like to tag, organize, manage, segment, or otherwise manipulate contact data, Ontraport almost certainly has it built right in.
Brock Ross 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
  • The page builder is... quirky at best, and sometimes outright frustrating. Blocks will often behave unpredictably, and there are a handful of pretty obnoxious bugs you eventually just learn to work around (for instance, after uploading and selecting an image to insert into a block, you need to move your cursor and hit "Save" on that block. In between your current cursor position and the Save button, there are a handful of stock placeholder images. On its route to the Save button, your cursor of course hovers across these images momentarily. This causes them to autofill into the block in the same split second you hit 'Save,' which means you now have a stock image in your block and you're forced to go all the way back to your image library and start again).
Brock Ross 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
It's really pretty simple.
Chad Root 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 CRM5.9
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
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 is much less expensive than Salesforce. It might not have all the potential of those thousands of add-ons, but for those who have basic needs – and the need to customize to some extent, it more than delivers.Agile CRM has more advanced features, particularly around marketing automation, and hub spot does. While hub spot is free for the CRM element, using the other tools that come standard and agile CRM raises your cost considerably.Outlook for business just isn't organized in a friendly enough way for you to see who you know and to keep things current.
Mike Wittenstein profile photo
ONTRAPORT allows automation and having the best of ShoppingCart and Aweber in one package. Beside the fact that ONTRAPORT doesn't handle inventory as ShoppingCart does, we still love the ability to have one source to manage our products and customers in one location.
Chris Castillo 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

  • Agile CRM is such an integral part of our business, that I can imagine life without it. If we didn't have it, it would mean missing important calls, not following up on key leads, and not having current contact information for many of our clients, vendors, and prospects.
  • In addition to cost savings, agile CRM also helps me save time. It's very responsive, so updating records is not a hassle. I particularly like being able to import details from someone's LinkedIn page without having the type of thing.
Mike Wittenstein profile photo
  • At least 30% uptick in my service business due to strong reliable delivery of lead magnets building authority
  • So much potential for more as I have just bought a couple of traffic websites and will be getting way more focused on my funnel in 2017
Matt Knight 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