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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Agile CRM

    Score8.2 out of 10
    N/AAgile 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.

    $14.99

    per month per user

    Ontraport

    Score7.5 out of 10
    N/AONTRAPORT offers customer relations management services that help with content management (creating and hosting webpages), lead tracking, traditional marketing approaches (e-mail, SMS, social media, direct mail), managing online payments, and workflow automation.

    $29

    per month

    Pricing
    Agile CRMOntraport
    Editions & Modules
    Starter
    $14.99
    per month per user
    Regular
    $49.99
    per month per user
    Enterprise
    $79.99
    per month per user
    No answers on this topic
    Offerings
    Pricing Offerings
    Agile CRMOntraport
    Free Trial
    NoYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional DetailsDiscount available for annual billing (34%), and additional discounts available for 2-year plans (40%).Ontraport offers a variety of plans to choose from based on the features needed. Pricing adjusts with the number of contacts in the database and users in the account. Monthly or annual plans are available, and all plans start with a 14-day free trial. Ontraport offers a Done-With-You Setup and Training Package for getting set up in the account quickly. Users can also access a free video library with step-by-step instructions on getting started and using every feature of the platform.
    More Pricing Information
    Community Pulse
    Agile CRMOntraport
    Considered Both Products
    Agile CRM
    No answer on this topic
    Ontraport
    No answer on this topic
    Key User Insights
    Would buy again
    38%
    Would buy again
    3 Answers
    No answers on this topic
    Delivers good value for the price
    57%
    Delivers good value for the price
    4 Answers
    No answers on this topic
    Happy with the feature set
    50%
    Happy with the feature set
    4 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    50%
    Lived up to sales and marketing promises
    3 Answers
    No answers on this topic
    Implementation went as expected
    71%
    Implementation went as expected
    5 Answers
    No answers on this topic
    Features
    Agile CRMOntraport
    Sales Force Automation
    Comparison of Sales Force Automation features of Agile CRM and Ontraport
    Feature
    Agile CRM
    3.2
    19 Ratings
    84% below category average
    Ontraport
    -
    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 management3.512 Ratings00 Ratings
    Interaction tracking3.718 Ratings00 Ratings
    Channel / partner relationship management1.79 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Agile CRM and Ontraport
    Feature
    Agile CRM
    1.8
    16 Ratings
    124% below category average
    Ontraport
    -
    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 Agile CRM and Ontraport
    Feature
    Agile CRM
    3.3
    19 Ratings
    80% below category average
    Ontraport
    -
    Ratings
    Lead management5.518 Ratings00 Ratings
    Email marketing1.119 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Agile CRM and Ontraport
    Feature
    Agile CRM
    3.6
    17 Ratings
    73% below category average
    Ontraport
    -
    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 Agile CRM and Ontraport
    Feature
    Agile CRM
    1.4
    18 Ratings
    138% below category average
    Ontraport
    -
    Ratings
    Forecasting1.314 Ratings00 Ratings
    Pipeline visualization1.916 Ratings00 Ratings
    Customizable reports1.117 Ratings00 Ratings
    Customization
    Comparison of Customization features of Agile CRM and Ontraport
    Feature
    Agile CRM
    4.1
    19 Ratings
    60% below category average
    Ontraport
    -
    Ratings
    Custom fields3.919 Ratings00 Ratings
    Custom objects6.013 Ratings00 Ratings
    Scripting environment1.49 Ratings00 Ratings
    API for custom integration5.011 Ratings00 Ratings
    Security
    Comparison of Security features of Agile CRM and Ontraport
    Feature
    Agile CRM
    5.9
    16 Ratings
    35% below category average
    Ontraport
    -
    Ratings
    Single sign-on capability5.915 Ratings00 Ratings
    Role-based user permissions5.916 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Agile CRM and Ontraport
    Feature
    Agile CRM
    3.0
    12 Ratings
    86% below category average
    Ontraport
    -
    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 Agile CRM and Ontraport
    Feature
    Agile CRM
    5.2
    14 Ratings
    37% below category average
    Ontraport
    -
    Ratings
    Marketing automation6.514 Ratings00 Ratings
    Compensation management3.89 Ratings00 Ratings
    Platform
    Comparison of Platform features of Agile CRM and Ontraport
    Feature
    Agile CRM
    8.3
    14 Ratings
    9% above category average
    Ontraport
    -
    Ratings
    Mobile access8.314 Ratings00 Ratings
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Agile CRM and Ontraport
    Feature
    Agile CRM
    -
    Ratings
    Ontraport
    9.0
    17 Ratings
    15% above category average
    WYSIWYG email editor00 Ratings8.216 Ratings
    Dynamic content00 Ratings10.014 Ratings
    Ability to test dynamic content00 Ratings8.37 Ratings
    Landing pages00 Ratings10.016 Ratings
    A/B testing00 Ratings9.912 Ratings
    Mobile optimization00 Ratings8.410 Ratings
    Email deliverability reporting00 Ratings6.016 Ratings
    List management00 Ratings10.016 Ratings
    Triggered drip sequences00 Ratings9.813 Ratings
    Lead Management
    Comparison of Lead Management features of Agile CRM and Ontraport
    Feature
    Agile CRM
    -
    Ratings
    Ontraport
    5.5
    17 Ratings
    36% below category average
    Lead nurturing automation00 Ratings7.115 Ratings
    Lead scoring and grading00 Ratings2.413 Ratings
    Data quality management00 Ratings2.614 Ratings
    Automated sales alerts and tasks00 Ratings10.016 Ratings
    Campaign Management
    Comparison of Campaign Management features of Agile CRM and Ontraport
    Feature
    Agile CRM
    -
    Ratings
    Ontraport
    7.7
    8 Ratings
    2% above category average
    Calendaring00 Ratings6.25 Ratings
    Event/webinar marketing00 Ratings9.38 Ratings
    Social Media Marketing
    Comparison of Social Media Marketing features of Agile CRM and Ontraport
    Feature
    Agile CRM
    -
    Ratings
    Ontraport
    7.1
    4 Ratings
    6% below category average
    Social sharing and campaigns00 Ratings7.13 Ratings
    Social profile integration00 Ratings7.24 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Agile CRM and Ontraport
    Feature
    Agile CRM
    -
    Ratings
    Ontraport
    9.3
    16 Ratings
    21% above category average
    Dashboards00 Ratings10.015 Ratings
    Standard reports00 Ratings8.012 Ratings
    Custom reports00 Ratings10.010 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Agile CRM and Ontraport
    Feature
    Agile CRM
    -
    Ratings
    Ontraport
    7.3
    15 Ratings
    4% below category average
    API00 Ratings3.011 Ratings
    Role-based workflow & approvals00 Ratings9.09 Ratings
    Customizability00 Ratings10.013 Ratings
    Integration with Salesforce.com00 Ratings7.31 Ratings
    Integration with Microsoft Dynamics CRM00 Ratings7.31 Ratings
    Integration with SugarCRM00 Ratings7.31 Ratings
    Best Alternatives
    Agile CRMOntraport
    Small Businesses
    Salesflare
    Score10 out of 10
    Vbout
    Score9.9 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Bloomreach
    Score9.2 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Iterable
    Score8.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Agile CRMOntraport
    Likelihood to Recommend
    4.1
    (20 ratings)
    10.0
    (20 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    9.1
    (8 ratings)
    Usability
    2.1
    (10 ratings)
    7.8
    (3 ratings)
    Availability
    10.0
    (1 ratings)
    -
    (0 ratings)
    Performance
    10.0
    (1 ratings)
    7.7
    (4 ratings)
    Support Rating
    1.1
    (10 ratings)
    9.0
    (3 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (1 ratings)
    Online Training
    10.0
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    10.0
    (1 ratings)
    9.1
    (2 ratings)
    Configurability
    10.0
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    10.0
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    10.0
    (1 ratings)
    8.2
    (1 ratings)
    Vendor post-sale
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    10.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Agile CRMOntraport
    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.
    Incentivized
    Read full review
    Ontraport
    Here are some cases where Ontraport is well suited : - When writing emails, you can easily access to preview, manage the changes and go back to what you did before - When using automations, if there's an error, you can go back to a previous version of it. There are also some super tools that allows to see where a clients is on an automation without having to go through the all automation. It is less appropriate when you are several colleague that are addressing an issue on an email/automation as it doesn't allows you to be multiple person on the item.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Ontraport
    • Dashboards for our daily stats.
    • The email follows up and broadcasts are simple and easy.
    • Sales and marketing can now see the impact they have working together. Nobody can point finger anymore.
    • They have the best customer support. I can't tell you how many times they have walked me through the problems that I created.
    • Amazing email inboxing.
    Incentivized
    Read full review
    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.
    Read full review
    Ontraport
    • Wish they had more options for their forms. Would really like to use multi-step forms.
    • A lot of times their forms load slowly on the website. Would like to see them speed up their services.
    • Their broadcasting options are legacy. There are better options out there for sending broadcast messages.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Ontraport
    My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.
    Read full review
    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.
    Read full review
    Ontraport
    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.
    Read full review
    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.
    Incentivized
    Read full review
    Ontraport
    No answers on this topic
    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.
    Incentivized
    Read full review
    Ontraport
    Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.
    Read full review
    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.
    Incentivized
    Read full review
    Ontraport
    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.
    Read full review
    In-Person Training
    Agile CRM
    No answers on this topic
    Ontraport
    I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
    Read full review
    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..
    Incentivized
    Read full review
    Ontraport
    No answers on this topic
    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
    Incentivized
    Read full review
    Ontraport
    If you know your business, ONTRAPORT is easy
    Read full review
    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.
    Incentivized
    Read full review
    Ontraport
    Task management was the main thing that separated ONTRAPORT for me. Keeping things accountable. As well, I felt the campaign builder was slicker, and that the contact management was more robust. Custom fields are very customizable.
    Read full review
    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.
    Incentivized
    Read full review
    Ontraport
    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.
    Read full review
    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.
    Incentivized
    Read full review
    Ontraport
    • We are providing better customer service as a direct result of Ontraport. We can track where all of our customers are, what pages/sites/modules they are visiting with ease and tailor our communication accordingly.
    • Our marketing funnel has become vastly improved, meaning that our ROI for marketing has gone up. Sales this April are double what they were last year.
    • Our team works better together because we all have a better idea of what the other needs and when. The tasks that we can assign in Ontraport mean nothing gets missed, creating a better customer and employee experience.
    Read full review
    ScreenShots

    Agile CRM Screenshots

    Screenshot of a contact in Agile CRMScreenshot of the Agile CRM dashboardScreenshot of tasks, in Agile CRMScreenshot of Agile CRM reportingScreenshot of stages of a campaign, presented in Agile CRM

    Ontraport Screenshots

    Screenshot of Manage, track, sort and add to a contact listScreenshot of Design professional emails, forms and landing pages with block formatsScreenshot of Utilize the Support Center's in-depth advice on maximizing Ontraport's features