What users are saying about
Top Rated
62 Ratings
9 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
9 Ratings
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Score 7.9 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.
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Pipeliner CRM

Pipeliner CRM is amazingly flexible to your business model. For example, in addition to tracking movement of leads through your sales pipeline, Pipeliner CRM can be used to track internal processes, like RFQ and RFPs through your organization. It's highly adaptable across your organization.
Babette Ten Haken profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Pipeliner CRM
8.8
Customer data management / contact management
Agile CRM
8.8
Pipeliner CRM
8.7
Workflow management
Agile CRM
7.4
Pipeliner CRM
8.9
Territory management
Agile CRM
6.8
Pipeliner CRM
6.9
Opportunity management
Agile CRM
8.0
Pipeliner CRM
9.5
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Pipeliner CRM
7.8
Contract management
Agile CRM
7.6
Pipeliner CRM
9.1
Quote & order management
Agile CRM
6.6
Pipeliner CRM
9.6
Interaction tracking
Agile CRM
8.4
Pipeliner CRM
9.5
Channel / partner relationship management
Agile CRM
8.7
Pipeliner CRM
9.1

Customer Service & Support

Agile CRM
6.8
Pipeliner CRM
9.3
Case management
Agile CRM
6.9
Pipeliner CRM
9.1
Call center management
Agile CRM
6.4
Pipeliner CRM
9.1
Help desk management
Agile CRM
7.0
Pipeliner CRM
9.6

Marketing Automation

Agile CRM
8.5
Pipeliner CRM
8.6
Lead management
Agile CRM
8.6
Pipeliner CRM
8.9
Email marketing
Agile CRM
8.5
Pipeliner CRM
8.2

CRM Project Management

Agile CRM
6.7
Pipeliner CRM
8.7
Task management
Agile CRM
7.4
Pipeliner CRM
8.4
Billing and invoicing management
Agile CRM
5.8
Pipeliner CRM
9.1
Reporting
Agile CRM
7.0
Pipeliner CRM
8.6

CRM Reporting & Analytics

Agile CRM
6.9
Pipeliner CRM
9.5
Forecasting
Agile CRM
6.0
Pipeliner CRM
9.5
Pipeline visualization
Agile CRM
8.4
Pipeliner CRM
9.5
Customizable reports
Agile CRM
6.1
Pipeliner CRM
9.5

Customization

Agile CRM
7.9
Pipeliner CRM
8.9
Custom fields
Agile CRM
8.7
Pipeliner CRM
8.9
Custom objects
Agile CRM
7.8
Pipeliner CRM
9.6
Scripting environment
Agile CRM
6.7
Pipeliner CRM
9.1
API for custom integration
Agile CRM
8.6
Pipeliner CRM
7.8

Security

Agile CRM
8.0
Pipeliner CRM
8.4
Single sign-on capability
Agile CRM
8.3
Pipeliner CRM
9.1
Role-based user permissions
Agile CRM
7.6
Pipeliner CRM
7.8

Social CRM

Agile CRM
5.9
Pipeliner CRM
8.4
Social data
Agile CRM
5.9
Pipeliner CRM
8.7
Social engagement
Agile CRM
5.9
Pipeliner CRM
8.2

Integrations with 3rd-party Software

Agile CRM
8.0
Pipeliner CRM
8.6
Marketing automation
Agile CRM
7.9
Pipeliner CRM
8.2
Compensation management
Agile CRM
8.1
Pipeliner CRM
9.1

Platform

Agile CRM
8.0
Pipeliner CRM
9.5
Mobile access
Agile CRM
8.0
Pipeliner CRM
9.5

Pros

  • Tracks all of our clients, prospects and sales pipeline
  • Manages inbound leads and marketing automation
  • Acts as a bulk email system for messages and e-newsletters
Jez John profile photo
  • Highly logical, responsive and understandable visual interface.
  • Flexibility to configure platform to meet the needs of your business and team.
  • All data easily accessible and usable.
  • Terrific graphic interface makes report generation a breeze.
Babette Ten Haken 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
  • The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.
Babette Ten Haken 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
Pipeliner CRM9.1
Based on 1 answer
Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.
Paulo Castello 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 CRM5.6
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
Pipeliner's visual user interface is a favorite of our sales team. I love the LinkedIn integration. It makes searching and linking in with prospects and customers easy. I also really enjoy how it pulls the pictures. This is especially handy when meeting with someone that you've never met. In addition, we appreciate the intimate size of the company and the personalized attention we receive
Lori Grass 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

  • 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.
Colin Butler profile photo
  • At this point, it is too early to tell.
Lori Grass 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

Pipeliner CRM

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Pipeliner CRM Editions & Modules
Pipeliner CRM
On-premise Edition
BUSINESS - Full CRM functionality, customization and unique productivity features
$65.001
Business STARTER - Basic sales management, tracking and collaboration
$35.001
ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services
$85.002
1. Per User per Month
2. Per User per month
SaaS Edition
Essentials - Basic sales management, tracking and collaboration
$35.001
Professional - Full CRM functionality, customization and unique productivity features
$65.001
ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services
$85.001
1. Per user, per month
Additional Pricing Details