What users are saying about

Agile CRM

Top Rated
59 Ratings

Redtail CRM

12 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Redtail CRM

12 Ratings
Score 8.8 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

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
7.8
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
8.4
Territory management
Agile CRM
6.6
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
8.8
Contract management
Agile CRM
7.5
Redtail CRM
9.2
Quote & order management
Agile CRM
6.5
Redtail CRM
9.7
Interaction tracking
Agile CRM
8.3
Redtail CRM
9.4
Channel / partner relationship management
Agile CRM
8.4
Redtail CRM
9.1

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
7.1
Redtail CRM
8.0

Marketing Automation

Agile CRM
8.5
Redtail CRM
8.5
Lead management
Agile CRM
8.6
Redtail CRM
8.7
Email marketing
Agile CRM
8.4
Redtail CRM
8.3

CRM Project Management

Agile CRM
6.6
Redtail CRM
8.7
Task management
Agile CRM
7.3
Redtail CRM
9.0
Billing and invoicing management
Agile CRM
5.6
Redtail CRM
8.4
Reporting
Agile CRM
7.1
Redtail CRM
8.8

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
8.5
Customizable reports
Agile CRM
6.1
Redtail CRM
8.7

Customization

Agile CRM
7.8
Redtail CRM
8.1
Custom fields
Agile CRM
8.7
Redtail CRM
8.1
Custom objects
Agile CRM
7.7
Redtail CRM
7.9
Scripting environment
Agile CRM
6.5
Redtail CRM
7.8
API for custom integration
Agile CRM
8.5
Redtail CRM
8.5

Security

Agile CRM
7.9
Redtail CRM
9.2
Single sign-on capability
Agile CRM
8.3
Redtail CRM
9.3
Role-based user permissions
Agile CRM
7.5
Redtail CRM
9.1

Social CRM

Agile CRM
5.8
Redtail CRM
5.7
Social data
Agile CRM
5.8
Redtail CRM
5.8
Social engagement
Agile CRM
5.9
Redtail CRM
5.7

Integrations with 3rd-party Software

Agile CRM
7.7
Redtail CRM
8.4
Marketing automation
Agile CRM
7.8
Redtail CRM
8.4
Compensation management
Agile CRM
7.6
Redtail CRM
8.5

Platform

Agile CRM
8.0
Redtail CRM
5.5
Mobile access
Agile CRM
8.0
Redtail CRM
5.5

Pros

  • The template emails saves a lot of time and is used quite often.
  • The synchronization of contacts from Outlook to GMail and other platforms allows easy follow-up to all communications for each lead, deal and contact.
  • The integrations with websites and providers promotes encourage to explore more solutions to improve business activities.
  • The chat support is very helpful. They're patient and will answer your questions and offer recommendations to their development team to implement them as new features if it's important your business needs.
No photo available
  • Being able to pull specific lists of prospects and clients
  • Ability to add detailed notes manually or through Mobile Assistant
  • Having data pushed in from our custodian TD Ameritrade
Drew Blackston, RFC® CRC® profile photo

Cons

  • While many aspects of the software are intuitive and simple to implement, much of the marketing automation functions assumed a level of technical familiarity that was beyond the average user. As soon as a tutorial tells me to get something from GitHub, I get the idea they're talking to a technician.
  • The help files, tutorials were of low quality and not always kept up to date with changes in layout of the software etc.
  • During the period we were using Agile CRM, I had to constantly trawl through their update logs and forum. This is because, as the name Agile suggests, the development and improvement of the software was constantly evolving in an organic fashion. But many of the developments were not relevant to us; majorly they were integrations with obscure apps that I would never use. But I had to understand 20 changes to locate the one that had some relevance to me.
Colin Butler 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 CRM5.9
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
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
Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that any business could stand to profit from.
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

  • no difference as yet as we only started using for sales
Deborah Felicio profile photo
  • It has served our business in numerous ways, particularly in furthering our integration objectives.
  • It allows our support team to add value to our business by better understanding the functions of our integration partners.
  • It is basically the best part of what I do.
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