Agile CRM vs. Podio

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agile CRM
Score 7.5 out of 10
N/A
Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.
$8.99
*per user per month
Podio
Score 7.1 out of 10
N/A
Podio is a cloud-based platform for organizing team communication, business processes, and reporting in project management workspaces; also it may be used as a light CRM platform. It enables workflow automation and integrations. It includes a free version and paid packages with additional features.
$9
per month
Pricing
Agile CRMPodio
Editions & Modules
Starter
$8.99
*per user per month
Regular
$29.99
*per user per month
Enterprise
$47.99
*per user per month
Free
Free
for 10 users
No answers on this topic
Offerings
Pricing Offerings
Agile CRMPodio
Free Trial
NoNo
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details*pricing for 2 year plan.A discount is available for annual pricing.
More Pricing Information
Features
Agile CRMPodio
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Agile CRM
3.2
19 Ratings
82% below category average
Podio
-
Ratings
Customer data management / contact management3.619 Ratings00 Ratings
Workflow management5.416 Ratings00 Ratings
Territory management2.311 Ratings00 Ratings
Opportunity management3.416 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)1.218 Ratings00 Ratings
Contract management4.211 Ratings00 Ratings
Quote & order management3.612 Ratings00 Ratings
Interaction tracking3.818 Ratings00 Ratings
Channel / partner relationship management1.79 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Agile CRM
1.8
16 Ratings
122% below category average
Podio
-
Ratings
Case management1.814 Ratings00 Ratings
Call center management1.814 Ratings00 Ratings
Help desk management1.816 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Agile CRM
3.3
19 Ratings
78% below category average
Podio
-
Ratings
Lead management5.418 Ratings00 Ratings
Email marketing1.119 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Agile CRM
3.6
17 Ratings
71% below category average
Podio
-
Ratings
Task management4.915 Ratings00 Ratings
Billing and invoicing management1.410 Ratings00 Ratings
Reporting4.417 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Agile CRM
1.5
18 Ratings
134% below category average
Podio
-
Ratings
Forecasting1.314 Ratings00 Ratings
Pipeline visualization1.916 Ratings00 Ratings
Customizable reports1.217 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Agile CRM
4.1
19 Ratings
60% below category average
Podio
-
Ratings
Custom fields4.019 Ratings00 Ratings
Custom objects5.913 Ratings00 Ratings
Scripting environment1.59 Ratings00 Ratings
API for custom integration5.011 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Agile CRM
5.8
16 Ratings
36% below category average
Podio
-
Ratings
Single sign-on capability5.815 Ratings00 Ratings
Role-based user permissions5.816 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Agile CRM
3.0
12 Ratings
83% below category average
Podio
-
Ratings
Social data3.012 Ratings00 Ratings
Social engagement3.012 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Agile CRM
5.2
14 Ratings
32% below category average
Podio
-
Ratings
Marketing automation6.514 Ratings00 Ratings
Compensation management3.89 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Agile CRM
8.2
14 Ratings
9% above category average
Podio
-
Ratings
Mobile access8.214 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Agile CRM
-
Ratings
Podio
5.3
26 Ratings
35% below category average
Task Management00 Ratings3.124 Ratings
Resource Management00 Ratings8.620 Ratings
Gantt Charts00 Ratings8.48 Ratings
Scheduling00 Ratings1.221 Ratings
Workflow Automation00 Ratings1.225 Ratings
Team Collaboration00 Ratings3.126 Ratings
Support for Agile Methodology00 Ratings2.115 Ratings
Support for Waterfall Methodology00 Ratings9.411 Ratings
Document Management00 Ratings1.122 Ratings
Email integration00 Ratings8.821 Ratings
Mobile Access00 Ratings8.821 Ratings
Timesheet Tracking00 Ratings8.213 Ratings
Change request and Case Management00 Ratings8.418 Ratings
Budget and Expense Management00 Ratings1.216 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Agile CRM
-
Ratings
Podio
6.7
13 Ratings
10% below category average
Quotes/estimates00 Ratings1.29 Ratings
Invoicing00 Ratings8.89 Ratings
Project & financial reporting00 Ratings8.09 Ratings
Integration with accounting software00 Ratings8.86 Ratings
Best Alternatives
Agile CRMPodio
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
FunctionFox
FunctionFox
Score 8.3 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Quickbase
Quickbase
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Agile CRMPodio
Likelihood to Recommend
3.7
(20 ratings)
3.1
(42 ratings)
Likelihood to Renew
10.0
(2 ratings)
9.1
(17 ratings)
Usability
2.1
(10 ratings)
6.0
(2 ratings)
Availability
10.0
(1 ratings)
8.0
(4 ratings)
Performance
10.0
(1 ratings)
8.0
(2 ratings)
Support Rating
1.1
(10 ratings)
7.2
(6 ratings)
Online Training
10.0
(1 ratings)
-
(0 ratings)
Implementation Rating
10.0
(1 ratings)
7.0
(1 ratings)
Configurability
10.0
(1 ratings)
7.0
(1 ratings)
Ease of integration
10.0
(1 ratings)
8.0
(1 ratings)
Product Scalability
10.0
(1 ratings)
10.0
(2 ratings)
Vendor post-sale
10.0
(1 ratings)
8.0
(1 ratings)
Vendor pre-sale
10.0
(1 ratings)
7.0
(1 ratings)
User Testimonials
Agile CRMPodio
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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ShareFile
[Citrix Podios's] customer support is very quick and they provide you an option to convert your
project into small tasks so that you can better assist your team and extract
maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.
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Pros
Agile CRM
  • The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
  • I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
  • Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.
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ShareFile
  • 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.
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Cons
Agile CRM
  • The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
  • Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
  • At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
  • The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective.
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ShareFile
  • 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)
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Likelihood to Renew
Agile CRM
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.
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ShareFile
Podio customer service is great. The cloud and mobile service is fast (almost instant, continuous syncing). With a solid user base, and backed by Citrix, this is a serious business solution. They're also constantly working on improving and making it more powerful. I anticipate it only getting better
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Usability
Agile CRM
Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.
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ShareFile
It is usable, for sure. Requires a bit of thinking to be really useful.
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Reliability and Availability
Agile CRM
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.
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ShareFile
I have not experienced any down time
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Performance
Agile CRM
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.
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ShareFile
It works all the time and if I have a question, support get back to me ASAP
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Support Rating
Agile CRM
The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.
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ShareFile
Podio support was always responsive and very quick to provide answers and assistance during the history of using this product, their support team has always been top notch. There have been several cases where calling podio support a feature was not available and they provided either workaround solutions or added the features straight into their roadmap.
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Online Training
Agile CRM
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..
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ShareFile
No answers on this topic
Implementation Rating
Agile CRM
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
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ShareFile
Could of got more help sooner and mapped out structure after the 1st month. Future planning
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Alternatives Considered
Agile CRM
It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.
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ShareFile
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 CRM
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.
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ShareFile
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
  • 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.
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ShareFile
  • Podio is great for task assignment and tracking. The ability to enter and assign tasks from mobile and track their completion saves me several phone calls a day.
  • Podio outdoes email as my go to place to search for information. The ability to forward emails into the system, organize by projects and contacts, and search it all saves considerable time and confusion.
  • Podio has considerable potential to reduce overall admin time spent organizing information (filing, tracking, etc) The ability to keep a single record of a given piece of information without being tied to email vs file structure works very well.
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