What users are saying about

Agile CRM

Top Rated
59 Ratings

PlanPlus

3 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

PlanPlus

3 Ratings
Score 7.5 out of 101

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Likelihood to Recommend

Agile CRM

For small businesses who need one piece of software to do a lot for the money, their free plan for 10 users is awesome and upgrading is very good value. They are our go-to suggestion for clients who need a CRM and marketing automation but can't justify Hubspot from a price perspective. A CRM at the most basic can hold notes and contact details about clients, and this is all some users may need. That more advanced users can automate inbound leads and send emails on triggers is amazing at this price point.
Jez John profile photo

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
7.8
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
6.6
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
7.5
PlanPlus
7.0
Quote & order management
Agile CRM
6.5
PlanPlus
7.0
Interaction tracking
Agile CRM
8.3
PlanPlus
7.0
Channel / partner relationship management
Agile CRM
8.3
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
7.1
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
8.4
PlanPlus
7.0

CRM Project Management

Agile CRM
6.6
PlanPlus
6.7
Task management
Agile CRM
7.3
PlanPlus
6.0
Billing and invoicing management
Agile CRM
5.6
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
8.3
PlanPlus
7.0
Customizable reports
Agile CRM
6.1
PlanPlus
7.0

Customization

Agile CRM
7.8
PlanPlus
7.3
Custom fields
Agile CRM
8.7
PlanPlus
7.0
Custom objects
Agile CRM
7.7
PlanPlus
7.0
Scripting environment
Agile CRM
6.4
PlanPlus
8.0
API for custom integration
Agile CRM
8.5
PlanPlus
7.0

Security

Agile CRM
7.9
PlanPlus
7.0
Single sign-on capability
Agile CRM
8.3
PlanPlus
6.0
Role-based user permissions
Agile CRM
7.5
PlanPlus
8.0

Social CRM

Agile CRM
5.8
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
7.7
PlanPlus
7.0
Marketing automation
Agile CRM
7.7
PlanPlus
7.0
Compensation management
Agile CRM
7.6
PlanPlus
7.0

Platform

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

Pros

  • Agile CRM makes it easy to find out exactly where we are with any potential deal. It tracks notes that we enter directly into the program as well as displays emails and related people and deals with the click of a mouse.
  • Agile CRM has some remarkably capable marketing automation capabilities that we are just tapping into. You can set up drip campaigns, automated responses, and with Zapier, you can do even more.
  • The Kanban style deal board… See exactly where each deal is and where we need to pay attention. In short, it shows us the next right thing to do.
Mike Wittenstein profile photo
  • 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

  • A little bit expensive for smaller companies
  • Still not very intuitive and some features that you would think are just common sense, sometimes they are not available
Deborah Felicio profile photo
  • 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 CRM5.9
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

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
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

  • no difference as yet as we only started using for sales
Deborah Felicio 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