What users are saying about
Top Rated
61 Ratings
89 Ratings
Top Rated
61 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.3 out of 101
89 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.6 out of 101

Add comparison

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

Podio

I think Podio is flexible enough to be useful to almost any non profit or business. We built a suite of apps for event planning that completely streamlined our planning and logistics.
Amy Smoucha profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Agile CRM
6.8
Podio
Case management
Agile CRM
7.0
Podio
Call center management
Agile CRM
6.4
Podio
Help desk management
Agile CRM
7.0
Podio

Marketing Automation

Agile CRM
8.5
Podio
Lead management
Agile CRM
8.6
Podio
Email marketing
Agile CRM
8.5
Podio

CRM Project Management

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

CRM Reporting & Analytics

Agile CRM
6.8
Podio
Forecasting
Agile CRM
6.0
Podio
Pipeline visualization
Agile CRM
8.4
Podio
Customizable reports
Agile CRM
6.1
Podio

Customization

Agile CRM
7.9
Podio
Custom fields
Agile CRM
8.7
Podio
Custom objects
Agile CRM
7.8
Podio
Scripting environment
Agile CRM
6.6
Podio
API for custom integration
Agile CRM
8.6
Podio

Security

Agile CRM
8.0
Podio
Single sign-on capability
Agile CRM
8.3
Podio
Role-based user permissions
Agile CRM
7.6
Podio

Social CRM

Agile CRM
5.9
Podio
Social data
Agile CRM
5.8
Podio
Social engagement
Agile CRM
5.9
Podio

Integrations with 3rd-party Software

Agile CRM
7.9
Podio
Marketing automation
Agile CRM
7.8
Podio
Compensation management
Agile CRM
7.9
Podio

Platform

Agile CRM
8.0
Podio
Mobile access
Agile CRM
8.0
Podio

Project Management

Agile CRM
Podio
6.7
Task Management
Agile CRM
Podio
9.4
Resource Management
Agile CRM
Podio
7.1
Gantt Charts
Agile CRM
Podio
4.5
Scheduling
Agile CRM
Podio
6.6
Workflow Automation
Agile CRM
Podio
8.3
Team Collaboration
Agile CRM
Podio
9.1
Support for Agile Methodology
Agile CRM
Podio
7.4
Support for Waterfall Methodology
Agile CRM
Podio
4.5
Document Management
Agile CRM
Podio
5.8
Email integration
Agile CRM
Podio
6.2
Mobile Access
Agile CRM
Podio
6.1
Timesheet Tracking
Agile CRM
Podio
5.5
Change request and Case Management
Agile CRM
Podio
6.0
Budget and Expense Management
Agile CRM
Podio
7.0

Professional Services Automation

Agile CRM
Podio
6.0
Quotes/estimates
Agile CRM
Podio
5.5
Invoicing
Agile CRM
Podio
5.5
Project & financial reporting
Agile CRM
Podio
6.2
Integration with accounting software
Agile CRM
Podio
7.0

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
  • Flexibility of apps
  • Required fields of apps
  • Linkability of apps to each other and between worskpaces
No photo available

Cons

  • UI and UX - it's improving and it's 90% a joy to use. Some things are just really clunky with multiple windows opening (newsletter campaign management is a good example).
  • I have yet to see their approach to the new EU data protection regulation which would be a deal breaker and would entail us leaving them if their plans are not published soon. That said I think most tech companies are guilty of a lack of planning.
  • Ticketing feels poor compared to Zend Desk and Zoho Desk.
Jez John profile photo
  • Not sure if this has been implemented but having drop-down menus that change depending on your previous selection - AND/OR functionality would be great.
  • Some ability to reskin Podio.
  • Archiving of old projects / content of apps without manually moving contents.
No photo available

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
Podio9.1
Based on 17 answers
Overall Podio has done a good job of meeting our organizational needs and being flexible enough to become part of our existing process. They have done a good job improving the product in the time I have been using it with 2 of 3 major gripes resolved in the past year. I have been impressed with the activity of the developers and support staff on the the forums and the delivery of new features according to what is requested. Podio delivers good value and hopefully will continue to improve.
Keller Baum 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
Podio6.0
Based on 2 answers
It is usable, for sure. Requires a bit of thinking to be really useful.
No photo available

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
Podio8.0
Based on 4 answers
Never experienced an off-time. Minor Bugs often solved within hours after reporting.
Jan Florian Maas profile photo

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
Podio8.0
Based on 2 answers
It works all the time and if I have a question, support get back to me ASAP
No photo available

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
Podio9.0
Based on 2 answers
Very fast responses from our own CSM. Very knowledgable and eager to make us successful
Harold Klaassen profile photo

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
Podio7.0
Based on 1 answer
Could of got more help sooner and mapped out structure after the 1st month. Future planning
No photo available

Alternatives Considered

I trialed a number of other CRMs much to the disgust of my colleagues!
  • Pipedrive was great but more sales focussed and heavy on Javascript so felt slow at times
  • OnePageCRM was good but no sales automation when we tried it
  • Highrise - wanted to love it but too basic and even though we had a free license bundled with Basecamp we didn't use it.
  • Capsule was good but basic
  • Salesforce was too complicated to learn
  • Infusionsoft and Hubspot were too hard sell (Hubspot wanted a 1 year commitment)
Jez John profile photo
We really hadn't used other project management software before Podio. We relied heavily on Outlook and Excel for communication and organization. Podio allows for more visibility across employee task lists and projects and helps us collaborate better.
Kim Westermann 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
Podio10.0
Based on 2 answers
As you business grows, so does Podio. There seems to be no limit to the workspace and apps you can create on the platform
No photo available

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
  • We are able sync offices, vendors, and more importantly clients on multiple timezones; eliminating email chains, voicemails and a lot of meeting / catch up hours
  • Podio made it faster for our clients to make decisions between their distributed stakeholders, which increased client retention rate and customer lifetime value for us
  • There is a transition period between the conventional synchronous working (communication by phone, conference calls etc) to asynchronous working (social business, cloud storage), this transition period needs to be planned in advance and users need training both on the platform and the new way of working
Emre Tuncbilek profile photo

Pricing Details

Agile CRM

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

Podio

General
Free Trial
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details