What users are saying about
65 Ratings
50 Ratings
65 Ratings
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Score 7.3 out of 101
50 Ratings
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Score 7.9 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

Sage CRM

Having spent a long time now in the software industry, there is no one size fits all I have learnt, but having said that, SAGE CRM is a very adaptable and easily customised product that it can fit in a variety of situations and markets. The key in my view is ensuring that the software is a good match and sometimes the look and feel is important in gaining ownership. Sales and Marketing Departments find it easy to use as do Help Desk and it is a strong contender in many projects we are involved with.
Gary Perkins profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
8.0
Sage CRM
9.5
Customer data management / contact management
Agile CRM
8.8
Sage CRM
10.0
Workflow management
Agile CRM
7.7
Sage CRM
10.0
Territory management
Agile CRM
7.5
Sage CRM
10.0
Opportunity management
Agile CRM
8.2
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.5
Sage CRM
10.0
Contract management
Agile CRM
7.8
Sage CRM
5.6
Quote & order management
Agile CRM
7.0
Sage CRM
10.0
Interaction tracking
Agile CRM
8.2
Sage CRM
10.0
Channel / partner relationship management
Agile CRM
8.9
Sage CRM
10.0

Customer Service & Support

Agile CRM
7.1
Sage CRM
10.0
Case management
Agile CRM
7.2
Sage CRM
10.0
Call center management
Agile CRM
6.8
Sage CRM
10.0
Help desk management
Agile CRM
7.2
Sage CRM
10.0

Marketing Automation

Agile CRM
8.5
Sage CRM
10.0
Lead management
Agile CRM
8.6
Sage CRM
10.0
Email marketing
Agile CRM
8.5
Sage CRM
10.0

CRM Project Management

Agile CRM
7.3
Sage CRM
10.0
Task management
Agile CRM
7.7
Sage CRM
10.0
Billing and invoicing management
Agile CRM
6.9
Sage CRM
10.0
Reporting
Agile CRM
7.3
Sage CRM
10.0

CRM Reporting & Analytics

Agile CRM
7.2
Sage CRM
10.0
Forecasting
Agile CRM
6.6
Sage CRM
10.0
Pipeline visualization
Agile CRM
8.3
Sage CRM
10.0
Customizable reports
Agile CRM
6.6
Sage CRM
10.0

Customization

Agile CRM
8.2
Sage CRM
10.0
Custom fields
Agile CRM
8.7
Sage CRM
10.0
Custom objects
Agile CRM
7.9
Sage CRM
10.0
Scripting environment
Agile CRM
7.9
Sage CRM
10.0
API for custom integration
Agile CRM
8.4
Sage CRM
10.0

Security

Agile CRM
8.1
Sage CRM
10.0
Single sign-on capability
Agile CRM
8.3
Sage CRM
10.0
Role-based user permissions
Agile CRM
7.9
Sage CRM
10.0

Social CRM

Agile CRM
6.4
Sage CRM
10.0
Social data
Agile CRM
6.5
Sage CRM
10.0
Social engagement
Agile CRM
6.3
Sage CRM
10.0

Integrations with 3rd-party Software

Agile CRM
8.1
Sage CRM
10.0
Marketing automation
Agile CRM
8.1
Sage CRM
10.0
Compensation management
Agile CRM
8.2
Sage CRM
10.0

Platform

Agile CRM
8.2
Sage CRM
10.0
Mobile access
Agile CRM
8.2
Sage CRM
10.0

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
  • Captures the complete detail of a person or company
  • Allows for Data to be manipulated at any level. Canned processes and workflows to accurately control processes.
  • Customer service cases allow for a complete view, communications and flexibility.
Jay Lentz 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
  • Broader integration to Sage 100
Jay Lentz 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
Sage CRM5.1
Based on 11 answers
I would renew it if I were still working with my previouss employer because it is very easy to use and affordable.
Luis Brea profile photo

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
Sage CRM8.3
Based on 3 answers
It does its job. Missing a few things here and there that can be remedied with outside add-ons
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
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
Sage CRM8.2
Based on 1 answer
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Kari-Ann B. Ryan profile photo

Support

Agile CRM5.4
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

In-Person Training

No score
No answers yet
No answers on this topic
Sage CRM7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
No photo available

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
Sage CRM8.0
Based on 1 answer
The implementation and upgrades were rather quick and straight forward.Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
No photo available

Alternatives Considered

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo
I have a preference for Salesforce.com because of the app exchange that they have. Sage CRM is more on par with Oracle CRM and NetSuite CRM+. Oracle CRM is the most similar with the dual options of on-premise and cloud based solutions. I am mostly working with Salesforce.com clients presently.
Monroe Singh ☁ profile photo

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
  • More complete entries by users
  • Users rely on it more than calling up another co-worker to retrieve data
  • Better preparedness for meetings and interactions with customers
No photo available

Pricing Details

Agile CRM

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

Sage CRM

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Sage CRM Editions & Modules
Sage CRM
On-premise Edition
Sage CRM (on premise)
1
1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)
$451
1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.