What users are saying about

Agile CRM

Top Rated
59 Ratings

Salesforce

Top Rated
2041 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Salesforce

Top Rated
2041 Ratings
Score 8.2 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

Salesforce

Salesforce is amazing for many scenarios, pretty hard to find one that doesn't fit. It's great if you are an executive who needs to know everything about an account prior to a meeting, but doesn't want to have to look in a million different places. If you are a sales rep, and you need to know how many opportunities you've created or what's in your pipeline, your dashboard has it. Say you are a customer success manager, and you need to find out when or why a certain customer churned, theoretically it's all there in the opportunity. You should have their entire history, products suites, surveys and any supporting notes and documents.The only scenario I don't think SFDC excels in would be utilizing it as a ticketing system. There are just too many systems specifically geared to that industry that have it more built out and user-friendly.
John Hilburn profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Salesforce
8.3
Customer data management / contact management
Agile CRM
8.7
Salesforce
8.7
Workflow management
Agile CRM
7.4
Salesforce
8.1
Territory management
Agile CRM
6.6
Salesforce
8.3
Opportunity management
Agile CRM
8.0
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Salesforce
7.9
Contract management
Agile CRM
7.5
Salesforce
7.7
Quote & order management
Agile CRM
6.5
Salesforce
8.0
Interaction tracking
Agile CRM
8.3
Salesforce
9.0
Channel / partner relationship management
Agile CRM
8.3
Salesforce
8.1

Customer Service & Support

Agile CRM
6.8
Salesforce
8.5
Case management
Agile CRM
7.0
Salesforce
9.0
Call center management
Agile CRM
6.4
Salesforce
8.4
Help desk management
Agile CRM
7.1
Salesforce
8.3

Marketing Automation

Agile CRM
8.5
Salesforce
7.6
Lead management
Agile CRM
8.6
Salesforce
8.2
Email marketing
Agile CRM
8.4
Salesforce
7.1

CRM Project Management

Agile CRM
6.6
Salesforce
7.8
Task management
Agile CRM
7.3
Salesforce
8.4
Billing and invoicing management
Agile CRM
5.6
Salesforce
6.7
Reporting
Agile CRM
7.0
Salesforce
8.2

CRM Reporting & Analytics

Agile CRM
6.8
Salesforce
8.3
Forecasting
Agile CRM
6.0
Salesforce
8.0
Pipeline visualization
Agile CRM
8.4
Salesforce
8.5
Customizable reports
Agile CRM
6.1
Salesforce
8.4

Customization

Agile CRM
7.8
Salesforce
8.0
Custom fields
Agile CRM
8.7
Salesforce
8.3
Custom objects
Agile CRM
7.7
Salesforce
8.3
Scripting environment
Agile CRM
6.4
Salesforce
7.5
API for custom integration
Agile CRM
8.5
Salesforce
7.7

Security

Agile CRM
7.9
Salesforce
8.7
Single sign-on capability
Agile CRM
8.3
Salesforce
8.8
Role-based user permissions
Agile CRM
7.5
Salesforce
8.6

Social CRM

Agile CRM
5.8
Salesforce
6.9
Social data
Agile CRM
5.8
Salesforce
7.0
Social engagement
Agile CRM
5.9
Salesforce
6.8

Integrations with 3rd-party Software

Agile CRM
7.7
Salesforce
7.8
Marketing automation
Agile CRM
7.7
Salesforce
8.3
Compensation management
Agile CRM
7.6
Salesforce
7.2

Platform

Agile CRM
8.0
Salesforce
7.5
Mobile access
Agile CRM
8.0
Salesforce
7.5

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
  • Salesforce nails the reporting suite. It's so robust and refined, that it makes my job 10 times more efficient.
  • Task and recurring meetings. I love logging in everyday and knowing exactly what I have lined up for the day, or at least an idea of it. This helps me organize my calendar.
  • Notes, emails, plugins. I love being able to take notes directly into the Account/Opportunity, and then in turn send emails directly to the client from there as well. Also, if i'm in my work email, and I email a client directly, I can then easily attach said email into my Salesforce account via one easy click.
John Hilburn profile photo

Cons

  • The learning process is more challenging and takes longer to get used to the way things are handled in Agile CRM.
  • Agile CRM needs to improve their testing and preview options for different campaign segments.
  • There are some user interface tasks that could be made more user friendly such as setting up email templates and forms templates.
No photo available
  • It is a very intimidating platform to new users. It's not at all intuitive or user friendly and definitely requires some training and help.
  • No customer service. If you only pay for the basic license good luck figuring out problems as customer service just refers you to the community boards to search for it there.
John Cupoli 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
Salesforce10.0
Based on 48 answers
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
John Cupoli 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
Salesforce8.0
Based on 34 answers
Tracks, reports, and makes me money
Christopher Bennett profile photo

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
Salesforce9.8
Based on 27 answers
They always advise of maintenance windows which never interrupt daily processes and I have only experienced 1 outage in my 5 years of working with SF which was resolved in less than 10 minutes.
April Barclay 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
Salesforce9.0
Based on 18 answers
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Rob Gottschalk profile photo

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
Salesforce5.0
Based on 30 answers
Employees are available in roughly 26 languages, quick turnaround times, visibility into issue status, quick and knowledgeable service support techs, solid & efficient solutions.
Kyle Dugger profile photo

In-Person Training

No score
No answers yet
No answers on this topic
Salesforce7.9
Based on 11 answers
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training
Rob Gottschalk 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
Salesforce9.1
Based on 15 answers
The premier level of training is capable of preparing any individual from infant user, to technical architect. That is not hyperbole.
Kyle Dugger profile photo

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
Salesforce9.4
Based on 16 answers
Its the end of June. We won't be complete until end of summer
Bonnie Hilory profile photo

Alternatives Considered

I trialed a number of other CRMs much to the disgust of my colleagues!
  • Pipedrive was great but more sales focussed and heavy on Javascript so felt slow at times
  • OnePageCRM was good but no sales automation when we tried it
  • Highrise - wanted to love it but too basic and even though we had a free license bundled with Basecamp we didn't use it.
  • Capsule was good but basic
  • Salesforce was too complicated to learn
  • Infusionsoft and Hubspot were too hard sell (Hubspot wanted a 1 year commitment)
Jez John profile photo
Salesforce is MUCH better than what we were previously using. For one, Saleslogix isn't a SaaS product - you're completely tied to what PC your user creds are installed on. Second, searching for records is nearly impossible in Saleslogix - you have to exactly type something how it's named in the system, and that's really hard to do when you have some people entering it as "A B C Company" and "ABC Co" - it was very gross and also impossible to manage dupes.
Carissa Crittenden profile photo

Collaboration and Sharing

No score
No answers yet
No answers on this topic
Salesforce8.3
Based on 5 answers
They have a chatter function which is great! You can easily create group dashboards and reports.
Stratford Canning profile photo

Data Integration

No score
No answers yet
No answers on this topic
Salesforce8.4
Based on 5 answers
It’s real-time, quick access, and easily compatible with over systems.
Stratford Canning 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
Salesforce10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.
Todd Duclos profile photo

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
  • Better overall understanding of the full client experience as a lead moves through the process. It is really nice to have our internal teams using the same system and we can track how long it takes to move through each phase
  • Collaboration among teams has greatly increased with Chatter. Our remote users have no lag time when sharing updates or files, and our handoff from sales to services is primarily done via the chatter feed
Joy Wallis profile photo

Pricing Details

Agile CRM

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

Salesforce

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details