What users are saying about

Agile CRM

Top Rated
59 Ratings

PipelineDeals

12 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

PipelineDeals

12 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

PipelineDeals

It is great for managing multiple sales people and the ability to see where the company is in sales cycles. Great for our forecasting. The ability to track email opens has helped us with next steps as well.
Jeffrey Schneider profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
PipelineDeals
6.4
Customer data management / contact management
Agile CRM
8.7
PipelineDeals
7.7
Workflow management
Agile CRM
7.4
PipelineDeals
6.4
Territory management
Agile CRM
6.6
PipelineDeals
6.4
Opportunity management
Agile CRM
8.0
PipelineDeals
7.4
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
PipelineDeals
8.5
Contract management
Agile CRM
7.5
PipelineDeals
4.8
Quote & order management
Agile CRM
6.5
PipelineDeals
5.9
Interaction tracking
Agile CRM
8.3
PipelineDeals
8.1
Channel / partner relationship management
Agile CRM
8.4
PipelineDeals
2.7

Customer Service & Support

Agile CRM
6.8
PipelineDeals
8.5
Case management
Agile CRM
7.0
PipelineDeals
9.0
Call center management
Agile CRM
6.4
PipelineDeals
8.2
Help desk management
Agile CRM
7.1
PipelineDeals
8.2

Marketing Automation

Agile CRM
8.5
PipelineDeals
8.5
Lead management
Agile CRM
8.6
PipelineDeals
8.0
Email marketing
Agile CRM
8.4
PipelineDeals
9.1

CRM Project Management

Agile CRM
6.6
PipelineDeals
5.0
Task management
Agile CRM
7.3
PipelineDeals
2.7
Billing and invoicing management
Agile CRM
5.6
PipelineDeals
5.5
Reporting
Agile CRM
7.1
PipelineDeals
6.7

CRM Reporting & Analytics

Agile CRM
6.8
PipelineDeals
7.4
Forecasting
Agile CRM
6.0
PipelineDeals
8.0
Pipeline visualization
Agile CRM
8.4
PipelineDeals
8.6
Customizable reports
Agile CRM
6.1
PipelineDeals
5.7

Customization

Agile CRM
7.8
PipelineDeals
7.2
Custom fields
Agile CRM
8.7
PipelineDeals
6.5
Custom objects
Agile CRM
7.7
PipelineDeals
6.5
Scripting environment
Agile CRM
6.5
PipelineDeals
8.2
API for custom integration
Agile CRM
8.5
PipelineDeals
7.7

Security

Agile CRM
7.9
PipelineDeals
8.1
Single sign-on capability
Agile CRM
8.3
PipelineDeals
7.3
Role-based user permissions
Agile CRM
7.5
PipelineDeals
9.0

Social CRM

Agile CRM
5.8
PipelineDeals
8.1
Social data
Agile CRM
5.8
PipelineDeals
8.1
Social engagement
Agile CRM
5.9
PipelineDeals
8.2

Integrations with 3rd-party Software

Agile CRM
7.7
PipelineDeals
7.6
Marketing automation
Agile CRM
7.8
PipelineDeals
8.0
Compensation management
Agile CRM
7.6
PipelineDeals
7.3

Platform

Agile CRM
8.0
PipelineDeals
6.7
Mobile access
Agile CRM
8.0
PipelineDeals
6.7

Pros

  • The template emails saves a lot of time and is used quite often.
  • The synchronization of contacts from Outlook to GMail and other platforms allows easy follow-up to all communications for each lead, deal and contact.
  • The integrations with websites and providers promotes encourage to explore more solutions to improve business activities.
  • The chat support is very helpful. They're patient and will answer your questions and offer recommendations to their development team to implement them as new features if it's important your business needs.
No photo available
  • Sales tracking
  • Email and calendar integration
  • Sales visibility
Jeffrey Schneider profile photo

Cons

  • The newsletter part is a bit clunky compared to dedicated services like MailChimp or Aweber. It's just not very streamlined and logical.
  • There needs to be more flexibility in importing contacts. Currently, you can only import if you have an email and a name which obviously a lot of systems don't. It makes manipulating data by importing very difficult and the 'having to have a first name' is not even consistent with the system itself.
  • The iPhone/Android app is not quite doing it for me - very hard to navigate currently.
Vilhelm Kruse profile photo
  • UI could be better
  • IPad app
  • Reporting
Jeffrey Schneider 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
PipelineDeals7.0
Based on 1 answer
If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew
Brian Welk 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
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 CRM5.9
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
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

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo
We originally used Highrise HQ and it was great for a while. Unfortunately, the simplicity and lack of reporting sent us looking for a new alternative solution. When we came across Pipelinedeals.com, it seemed to fit our needs perfectly. We signed up for a trial and began using it. We never stopped.
Jason Montoya 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
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
  • Visibility. Tracking and seeing our activity increased our productivity.
  • Encouraging. Seeing our progress made it more encouraging to keep going when things were hard.
  • Tracking ROI: Our ability to see our ROI on our marketing and sales efforts was powerful in adjusting our efforts as a company.
  • Followup Efficiency: Knowing who we need to reach out to and when is very helpful when managing multiple contacts and leads.
Jason Montoya profile photo

Pricing Details

Agile CRM

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

PipelineDeals

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