What users are saying about
Top Rated
62 Ratings
12 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
12 Ratings
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Score 8.9 out of 101

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Likelihood to Recommend

Agile CRM

Agile CRM is well suited as a business tool bringing together sales and marketing in a comprehensive and intelligent way. It offers a friendly and user-friendly interface for those looking to integrate with other software products. It allows synchronization and organization of contacts and saves time by eliminating menial administrative tasks.
No photo available

Redtail CRM

It is well suited for the financial services business and I think that is because it is geared toward our industry, but I don't think it is limited to just financial services. I even like Redtail over using Salesforce or ACT software because of its functionality and low cost. I think a business from 1 employee to 1000 would benefit from Redtail
Drew Blackston, RFC® CRC® profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Redtail CRM
9.2
Customer data management / contact management
Agile CRM
8.7
Redtail CRM
9.6
Workflow management
Agile CRM
7.4
Redtail CRM
8.2
Territory management
Agile CRM
6.7
Redtail CRM
9.0
Opportunity management
Agile CRM
8.0
Redtail CRM
9.6
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Redtail CRM
8.9
Contract management
Agile CRM
7.6
Redtail CRM
9.3
Quote & order management
Agile CRM
6.6
Redtail CRM
9.8
Interaction tracking
Agile CRM
8.4
Redtail CRM
9.4
Channel / partner relationship management
Agile CRM
8.6
Redtail CRM
9.0

Customer Service & Support

Agile CRM
6.8
Redtail CRM
8.7
Case management
Agile CRM
7.0
Redtail CRM
9.4
Call center management
Agile CRM
6.4
Redtail CRM
8.5
Help desk management
Agile CRM
7.0
Redtail CRM
8.1

Marketing Automation

Agile CRM
8.5
Redtail CRM
8.5
Lead management
Agile CRM
8.6
Redtail CRM
8.7
Email marketing
Agile CRM
8.5
Redtail CRM
8.3

CRM Project Management

Agile CRM
6.7
Redtail CRM
8.7
Task management
Agile CRM
7.3
Redtail CRM
9.0
Billing and invoicing management
Agile CRM
5.7
Redtail CRM
8.4
Reporting
Agile CRM
7.0
Redtail CRM
8.7

CRM Reporting & Analytics

Agile CRM
6.8
Redtail CRM
8.4
Forecasting
Agile CRM
6.0
Redtail CRM
8.0
Pipeline visualization
Agile CRM
8.4
Redtail CRM
8.4
Customizable reports
Agile CRM
6.1
Redtail CRM
8.7

Customization

Agile CRM
7.9
Redtail CRM
8.0
Custom fields
Agile CRM
8.7
Redtail CRM
8.0
Custom objects
Agile CRM
7.8
Redtail CRM
7.9
Scripting environment
Agile CRM
6.6
Redtail CRM
7.7
API for custom integration
Agile CRM
8.6
Redtail CRM
8.3

Security

Agile CRM
8.0
Redtail CRM
9.3
Single sign-on capability
Agile CRM
8.3
Redtail CRM
9.3
Role-based user permissions
Agile CRM
7.6
Redtail CRM
9.2

Social CRM

Agile CRM
5.9
Redtail CRM
5.3
Social data
Agile CRM
5.8
Redtail CRM
5.4
Social engagement
Agile CRM
5.9
Redtail CRM
5.2

Integrations with 3rd-party Software

Agile CRM
7.9
Redtail CRM
8.3
Marketing automation
Agile CRM
7.8
Redtail CRM
8.3
Compensation management
Agile CRM
7.9
Redtail CRM
8.3

Platform

Agile CRM
8.0
Redtail CRM
5.6
Mobile access
Agile CRM
8.0
Redtail CRM
5.6

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
  • Organize Client information: its layout is intuitive and user-friendly.
  • Integrates seamlessly with other software that enhances productivity.
  • Powerful analytics allow deeper insight into the strengths and weaknesses of your business.
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
  • The aesthetics of the page could use a facelift. The grey-on-white serves as a subtle clue that I should not be having fun.
  • The workflow for searching for clients could be improved/made easier.
  • The integrations management page could certainly be easier to find in my opinion. It is in an unusual spot nestled beneath my name, rather than another location.
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
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 CRM5.7
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
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 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
Redtail is intuitive! I love how Redtail tends to be geared specifically towards financial advisors. There are some great CRMs out there, but nothing that takes care of a niche group like Redtail does. Redtail is built to make advisors successful and comply with FINRA. If you haven't considered Redtail yet, you might find that you're missing out on a simple and clean way to manage your client relationships!
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
No score
No answers yet
No answers on this topic

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
  • Redtail makes it easy to log customer interactions for compliance related fields.
  • With Redtail, you don't have to worry about losing information. Just pull up the customer's profile and make some notes on what is going on. You can never be too detailed in the advisor industry.
  • The integration ability at Redtail really saves us heaps of time. You can feed information over from the custodian straight over to another 3rd party. API is game changing!
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

Redtail CRM

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