What users are saying about
64 Ratings
89 Ratings
64 Ratings
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Score 7.3 out of 101
89 Ratings
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Score 7.5 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

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
8.8
Podio
Workflow management
Agile CRM
7.4
Podio
Territory management
Agile CRM
6.8
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
7.7
Podio
Quote & order management
Agile CRM
6.7
Podio
Interaction tracking
Agile CRM
8.4
Podio
Channel / partner relationship management
Agile CRM
8.7
Podio

Customer Service & Support

Agile CRM
6.7
Podio
Case management
Agile CRM
6.9
Podio
Call center management
Agile CRM
6.4
Podio
Help desk management
Agile CRM
6.9
Podio

Marketing Automation

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

CRM Project Management

Agile CRM
6.8
Podio
Task management
Agile CRM
7.4
Podio
Billing and invoicing management
Agile CRM
5.9
Podio
Reporting
Agile CRM
7.0
Podio

CRM Reporting & Analytics

Agile CRM
6.9
Podio
Forecasting
Agile CRM
6.0
Podio
Pipeline visualization
Agile CRM
8.4
Podio
Customizable reports
Agile CRM
6.2
Podio

Customization

Agile CRM
8.0
Podio
Custom fields
Agile CRM
8.7
Podio
Custom objects
Agile CRM
7.8
Podio
Scripting environment
Agile CRM
6.8
Podio
API for custom integration
Agile CRM
8.6
Podio

Security

Agile CRM
8.0
Podio
Single sign-on capability
Agile CRM
8.4
Podio
Role-based user permissions
Agile CRM
7.6
Podio

Social CRM

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

Integrations with 3rd-party Software

Agile CRM
8.0
Podio
Marketing automation
Agile CRM
7.9
Podio
Compensation management
Agile CRM
8.2
Podio

Platform

Agile CRM
8.1
Podio
Mobile access
Agile CRM
8.1
Podio

Project Management

Agile CRM
Podio
6.6
Task Management
Agile CRM
Podio
9.3
Resource Management
Agile CRM
Podio
6.8
Gantt Charts
Agile CRM
Podio
4.5
Scheduling
Agile CRM
Podio
6.6
Workflow Automation
Agile CRM
Podio
8.2
Team Collaboration
Agile CRM
Podio
9.0
Support for Agile Methodology
Agile CRM
Podio
7.2
Support for Waterfall Methodology
Agile CRM
Podio
4.5
Document Management
Agile CRM
Podio
5.7
Email integration
Agile CRM
Podio
5.9
Mobile Access
Agile CRM
Podio
5.6
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
6.0
Integration with accounting software
Agile CRM
Podio
7.0

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
  • Very easy for people without coding or technical skills to set up and maintain information in "Apps".
  • Platform is very easy to learn and adopt--it's intuitive.
  • Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
  • Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
  • Very useful for information sharing when staff members are in different regions or places.
Amy Smoucha profile photo

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
  • More filter options for calendars.
  • Customizable views for Relation fields.
  • Full featured Podio mobile App for iPad.
  • A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)
Jan Florian Maas 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
Podio9.1
Based on 17 answers
I have a sales rep who is putting me in touch with a new support team member and we're supposed to have a meeting next week. It does not look particularly likely that we will end up choosing Podio based on my initial customer service experience, but I am not closing the door entirely. It's going to be an uphill battle for sure, but it is not entirely out of the question, particularly if they have improved task management on the horizon and can demonstrate a greatly improved attitude.
No photo available

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 CRM5.5
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

Agile CRM did most of what PipeDrive did, some of what Hubspot does, and a range of other stuff that I was starry eyed about at the outset. but I eventually concluded that a jack-of-all-trades was not what i was looking for. And while the support team tried, they didn't have English as their first language and weren't on my time zone so all those factors conspired to turn me off on the end.
Colin Butler profile photo
I have not yet found a permanent solution that meets all of our needs. We continue to use different tools across our different departments, and none of our tools really communicate with one another to our satisfaction. We remain optimistic, however, that a company will emerge that embraces an abstract, highly customizable interface and also provides exceptional customer service with an open-minded development team that does not simply say no to everything by default.
No photo available

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

  • Ease of mind and less stress in the daily work of following up with clients and cases
  • Good starting point for understanding my needs.
  • I can't excuse myself by saying I don't have access to a platform that 'does that, 'because Agile CRM probably does that. (there is a ton of features)
Vilhelm Kruse profile photo
  • Podio may have helped us sharpen our own customer service by demonstrating how NOT to treat customers.
  • Since we are still in the evaluation stage and are actively seeking other options, I can't say that this experience has harmed us. I am glad I found out sooner rather than later about their attitude towards their customers before we had invested too much time & money in it. I may be just "one customer among very, very many" but I intend to share my experience with other prospective customers, and I expect this mistake will impact them more than just the value of our company's business.
No photo available

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