What users are saying about
Top Rated
62 Ratings
2 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7 out of 101

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Likelihood to Recommend

Agile CRM

Agile CRM is well suited as a business tool bringing together sales and marketing in a comprehensive and intelligent way. It offers a friendly and user-friendly interface for those looking to integrate with other software products. It allows synchronization and organization of contacts and saves time by eliminating menial administrative tasks.
No photo available

PlanPlus

PlanPlus Online is great to split regional sales activities. PlanPlus Online is great in office environments but difficult to use on the road.
Ulrich (Uli) Nielen profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
PlanPlus
7.2
Customer data management / contact management
Agile CRM
8.7
PlanPlus
8.0
Workflow management
Agile CRM
7.4
PlanPlus
7.0
Territory management
Agile CRM
6.7
PlanPlus
9.0
Opportunity management
Agile CRM
8.0
PlanPlus
6.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
PlanPlus
6.0
Contract management
Agile CRM
7.6
PlanPlus
7.0
Quote & order management
Agile CRM
6.6
PlanPlus
7.0
Interaction tracking
Agile CRM
8.4
PlanPlus
7.0
Channel / partner relationship management
Agile CRM
8.6
PlanPlus
8.0

Customer Service & Support

Agile CRM
6.8
PlanPlus
7.0
Case management
Agile CRM
7.0
PlanPlus
7.0
Call center management
Agile CRM
6.4
PlanPlus
8.0
Help desk management
Agile CRM
7.0
PlanPlus
6.0

Marketing Automation

Agile CRM
8.5
PlanPlus
6.5
Lead management
Agile CRM
8.6
PlanPlus
6.0
Email marketing
Agile CRM
8.5
PlanPlus
7.0

CRM Project Management

Agile CRM
6.7
PlanPlus
6.7
Task management
Agile CRM
7.3
PlanPlus
6.0
Billing and invoicing management
Agile CRM
5.7
PlanPlus
7.0
Reporting
Agile CRM
7.0
PlanPlus
7.0

CRM Reporting & Analytics

Agile CRM
6.8
PlanPlus
7.4
Forecasting
Agile CRM
6.0
PlanPlus
8.0
Pipeline visualization
Agile CRM
8.4
PlanPlus
7.0
Customizable reports
Agile CRM
6.1
PlanPlus
7.0

Customization

Agile CRM
7.9
PlanPlus
7.3
Custom fields
Agile CRM
8.7
PlanPlus
7.0
Custom objects
Agile CRM
7.8
PlanPlus
7.0
Scripting environment
Agile CRM
6.6
PlanPlus
8.0
API for custom integration
Agile CRM
8.6
PlanPlus
7.0

Security

Agile CRM
8.0
PlanPlus
7.0
Single sign-on capability
Agile CRM
8.3
PlanPlus
6.0
Role-based user permissions
Agile CRM
7.6
PlanPlus
8.0

Social CRM

Agile CRM
5.9
PlanPlus
7.0
Social data
Agile CRM
5.8
PlanPlus
7.0
Social engagement
Agile CRM
5.9
PlanPlus
7.0

Integrations with 3rd-party Software

Agile CRM
7.9
PlanPlus
7.0
Marketing automation
Agile CRM
7.8
PlanPlus
7.0
Compensation management
Agile CRM
7.9
PlanPlus
7.0

Platform

Agile CRM
8.0
PlanPlus
6.0
Mobile access
Agile CRM
8.0
PlanPlus
6.0

Pros

  • Intuitive and provides a great user experience through its simple web design; takes no time to set-up and jump right in.
  • Offers integrations with multiple other software platforms to provide a flexible and inclusive business tool.
  • One of the best options available at this price point; plans available to add more features to adjust to your business needs.
No photo available
  • Weekly and Monthly Planner is very productive.
  • Task Delegation and Pipeline Tracker are easy to use and efficient.
  • Goal Planning helped us as well to identify our chances.
Ulrich (Uli) Nielen profile photo

Cons

  • Reporting is lacking.
  • The more features needed, the pricier the plan.
  • Testing options are lacking.
No photo available
  • The synching did not always work well, especially for people on the road in remote areas.
  • Offline handling needs to be easier and faster.
  • Very complex CRM.
Ulrich (Uli) Nielen 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
No score
No answers yet
No answers on this topic

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 CRM5.7
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
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

Saleforce - Too expensive.SugarCRM - Versatile. Free. But Slow.Filemaker - Originally designed my own CRMWhich gave me full control of all functionality. But having an online system that is hosted in the cloud provides considerable advantages particularly when allowing access to remote users.
Steven Davis profile photo
PlanPlus Online is much nicer than Salesforce and also much faster.
Ulrich (Uli) Nielen 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

  • Very positive ROI, handles lead and event management really well.
  • Keeps the whole team on the same page.
Jez John profile photo
  • Good ROI on our international team.
  • Very good to track records and faster sales success when discipline is followed.
Ulrich (Uli) Nielen 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

PlanPlus

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$1,500*
1.  Up to 12 hours of Account Configuration Assistance Setup Include: Provision accounts and licenses (1hr), Kick-off Call (1 hr), and 10 additional hours of account configuration assistance to be used toward the following items, as needed by customers internal administrator: User Setup, Record Access, & Personal Preferences; Data Migration; Custom Fields & Page Layouts; Web-forms & Surveys; Views & Reports; Standard Sales Processes; Project Templates. Exact accomplishments may vary from this list based on Administrator's skills and requirements.
PlanPlus Editions & Modules
PlanPlus
Edition
PlanPlus Online Planner Edition
$69.991
PlanPlus Online Professional Edition
$34.992
PlanPlus Online Business Edition
$199.993
1. Per/Year
2. Per User per Month
3. per 5 users/per month
Additional Pricing Details