What users are saying about

Agile CRM

Top Rated
59 Ratings

Podio

89 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Podio

89 Ratings
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.
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Podio

Some people seemed to be confused by too many options. Customizing your work in a digital workspace needs means rethinking your possibilities by knowing your toolset well. In the beginning, I was a little bit frustrated, because I didn't see all these options and there was a lack of best practise. Studying the large Podio App Store solutions helped me to understand. If you do not have the time it's the best moment for getting in contact with one of the Podio partners.
Jan Florian Maas profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Podio
Customer data management / contact management
Agile CRM
8.7
Podio
Workflow management
Agile CRM
7.4
Podio
Territory management
Agile CRM
6.6
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
7.5
Podio
Quote & order management
Agile CRM
6.5
Podio
Interaction tracking
Agile CRM
8.3
Podio
Channel / partner relationship management
Agile CRM
8.4
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
7.1
Podio

Marketing Automation

Agile CRM
8.5
Podio
Lead management
Agile CRM
8.6
Podio
Email marketing
Agile CRM
8.4
Podio

CRM Project Management

Agile CRM
6.6
Podio
Task management
Agile CRM
7.3
Podio
Billing and invoicing management
Agile CRM
5.6
Podio
Reporting
Agile CRM
7.1
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
7.8
Podio
Custom fields
Agile CRM
8.7
Podio
Custom objects
Agile CRM
7.7
Podio
Scripting environment
Agile CRM
6.5
Podio
API for custom integration
Agile CRM
8.5
Podio

Security

Agile CRM
7.9
Podio
Single sign-on capability
Agile CRM
8.3
Podio
Role-based user permissions
Agile CRM
7.5
Podio

Social CRM

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

Integrations with 3rd-party Software

Agile CRM
7.7
Podio
Marketing automation
Agile CRM
7.8
Podio
Compensation management
Agile CRM
7.6
Podio

Platform

Agile CRM
8.0
Podio
Mobile access
Agile CRM
8.0
Podio

Project Management

Agile CRM
Podio
7.0
Task Management
Agile CRM
Podio
9.2
Resource Management
Agile CRM
Podio
7.4
Gantt Charts
Agile CRM
Podio
4.5
Scheduling
Agile CRM
Podio
6.8
Workflow Automation
Agile CRM
Podio
8.9
Team Collaboration
Agile CRM
Podio
9.6
Support for Agile Methodology
Agile CRM
Podio
9.8
Support for Waterfall Methodology
Agile CRM
Podio
4.5
Document Management
Agile CRM
Podio
5.9
Email integration
Agile CRM
Podio
6.6
Mobile Access
Agile CRM
Podio
6.5
Timesheet Tracking
Agile CRM
Podio
5.5
Change request and Case Management
Agile CRM
Podio
6.1
Budget and Expense Management
Agile CRM
Podio
7.0

Professional Services Automation

Agile CRM
Podio
5.8
Quotes/estimates
Agile CRM
Podio
5.5
Invoicing
Agile CRM
Podio
5.5
Project & financial reporting
Agile CRM
Podio
6.3

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
  • Tool is vastly customizable. They're not kidding when their tag line says: “Work the way you do”
  • The mobile apps are top notch. One can even customize how much of the desktop functionality one wants in the mobile app!
  • Eliminates the need for internal email. (This alone should be plenty good)
  • Expedites communication about big ideas or menial tasks. Makes teams more agile.
Nando Cabán-Méndez profile photo

Cons

  • If a lead is marked as "hard bounce", meaning that a sent email bounced, the system will not send any more emails to that lead. The only way to fix this is to delete the lead and add it again. This results in losing all history from the lead.
Steven Davis profile photo
  • Task management is an afterthought, unfortunately. For complex production operations that need detailed tasks, recurring tasks, prerequisite tasks and staggered due dates for a large number of projects, Podio simply does not cut the mustard. In this area, Asana reigns supreme. It's unfortunate that simple things like due dates are missing from the app item task list view. You have to click on the task to see its due date; there is no project view of due dates. You can see due dates on the global task view, but then you can't see the app item or project that task is part of. In a production dept. with a lot of duplicate named tasks, the global task view is all but useless. Unfortunately, there is no project-based, big picture view of tasks, assignees and due dates in a single view. If you have a large team doing a lot of Production work, go with Asana or AskCow. We use Asana.
  • Don't even bother telling Podio about their shortcomings. The absurdly negative answers I got from my assigned client services representative were (and I quote) "Tasks are a simple function. They cannot be customized" and when I asked if I could make tasks more prominent, "tasks will always be on the bottom of the item." When I suggested app items could benefit from color coding (common in all major text editors, spreadsheets and traffic intersections), I was hit with the insulting, "A color-coded rainbow of an item list won't happen" and most frustratingly, "You are one customer among very, very many." Thanks for nothing, Podio support. They simply do not care about you or your company's needs, and clearly only want to do business in aggregate. Terrible, deplorable customer service. Bad enough on its own to not want to do business with them on principle alone.
  • Automated Workflows, while exciting initially, turned out to be rudimentary at best. You have two triggers and two effects, giving you a total multiplier of four whole options. Nothing to write home about there.
  • While the text-based reporting is great, a total lack of charts or graphs means I still need to resort to using spreadsheets to visualize sales performance. (or another software solution)
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
I am no longer at my former employer where we implemented and used Podio. At my new employer, I have pitched the idea of using Podio to the CEO but I am not sure that it could act as an replacement for Salesforce. We aren't to the point of needing a robust project management tool, yet, but if that day comes, I'll be sure to see if there is renewed interest in Podio here.
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 CRM5.9
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
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
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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
Compared to Salesforce: Podio is not as robust as a tool for CRM tracking. It also doesn't have the in-email capabilities that SF offers. Compared to Basecamp: Podio is somewhat similar to Basecamp but doesn't offer the same functionality with checking items off and archiving projects.Compared to Zoho Projects: Podio is vastly superior to Zoho Project's lack of flexibility (requiring a development team to build) and accessibility by all members (Zoho Projects requires a very limited number of "owners" of projects which makes it difficult if multiple owners need to assign one or more people to a project).
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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
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Return on Investment

  • Agile CRM is such an integral part of our business, that I can imagine life without it. If we didn't have it, it would mean missing important calls, not following up on key leads, and not having current contact information for many of our clients, vendors, and prospects.
  • In addition to cost savings, agile CRM also helps me save time. It's very responsive, so updating records is not a hassle. I particularly like being able to import details from someone's LinkedIn page without having the type of thing.
Mike Wittenstein profile photo
  • Increased employee efficiency
  • Less mistakes
  • Better time management
  • Client expectations better set and met
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