What users are saying about

Agile CRM

Top Rated
59 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

SalesforceIQ CRM

30 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.
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SalesforceIQ CRM

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Melanie Zehr profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
SalesforceIQ CRM
9.1
Customer data management / contact management
Agile CRM
8.7
SalesforceIQ CRM
9.0
Workflow management
Agile CRM
7.4
SalesforceIQ CRM
Territory management
Agile CRM
6.6
SalesforceIQ CRM
9.5
Opportunity management
Agile CRM
8.0
SalesforceIQ CRM
8.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
SalesforceIQ CRM
9.5
Contract management
Agile CRM
7.5
SalesforceIQ CRM
Quote & order management
Agile CRM
6.5
SalesforceIQ CRM
9.0
Interaction tracking
Agile CRM
8.3
SalesforceIQ CRM
9.5
Channel / partner relationship management
Agile CRM
8.3
SalesforceIQ CRM
9.0

Customer Service & Support

Agile CRM
6.8
SalesforceIQ CRM
Case management
Agile CRM
7.0
SalesforceIQ CRM
Call center management
Agile CRM
6.4
SalesforceIQ CRM
Help desk management
Agile CRM
7.1
SalesforceIQ CRM

Marketing Automation

Agile CRM
8.5
SalesforceIQ CRM
7.5
Lead management
Agile CRM
8.6
SalesforceIQ CRM
7.5
Email marketing
Agile CRM
8.4
SalesforceIQ CRM

CRM Project Management

Agile CRM
6.6
SalesforceIQ CRM
9.0
Task management
Agile CRM
7.3
SalesforceIQ CRM
9.0
Billing and invoicing management
Agile CRM
5.6
SalesforceIQ CRM
9.0
Reporting
Agile CRM
7.0
SalesforceIQ CRM
9.0

CRM Reporting & Analytics

Agile CRM
6.8
SalesforceIQ CRM
9.0
Forecasting
Agile CRM
6.0
SalesforceIQ CRM
9.0
Pipeline visualization
Agile CRM
8.4
SalesforceIQ CRM
9.0
Customizable reports
Agile CRM
6.1
SalesforceIQ CRM
9.0

Customization

Agile CRM
7.8
SalesforceIQ CRM
9.1
Custom fields
Agile CRM
8.7
SalesforceIQ CRM
9.5
Custom objects
Agile CRM
7.7
SalesforceIQ CRM
9.0
Scripting environment
Agile CRM
6.4
SalesforceIQ CRM
9.0
API for custom integration
Agile CRM
8.5
SalesforceIQ CRM
9.0

Security

Agile CRM
7.9
SalesforceIQ CRM
9.3
Single sign-on capability
Agile CRM
8.3
SalesforceIQ CRM
9.5
Role-based user permissions
Agile CRM
7.5
SalesforceIQ CRM
9.0

Social CRM

Agile CRM
5.8
SalesforceIQ CRM
9.0
Social data
Agile CRM
5.8
SalesforceIQ CRM
Social engagement
Agile CRM
5.9
SalesforceIQ CRM
9.0

Integrations with 3rd-party Software

Agile CRM
7.7
SalesforceIQ CRM
9.0
Marketing automation
Agile CRM
7.7
SalesforceIQ CRM
9.0
Compensation management
Agile CRM
7.6
SalesforceIQ CRM
9.0

Platform

Agile CRM
8.0
SalesforceIQ CRM
9.5
Mobile access
Agile CRM
8.0
SalesforceIQ CRM
9.5

Pros

  • Intuitive and provides a great user experience through its simple web design; takes no time to set-up and jump right in.
  • Offers integrations with multiple other software platforms to provide a flexible and inclusive business tool.
  • One of the best options available at this price point; plans available to add more features to adjust to your business needs.
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  • Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
  • SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
  • SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.
Melanie Zehr profile photo

Cons

  • If a lead is marked as "hard bounce", meaning that a sent email bounced, the system will not send any more emails to that lead. The only way to fix this is to delete the lead and add it again. This results in losing all history from the lead.
Steven Davis profile photo
  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Melanie Zehr 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
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

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo
We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
Melanie Zehr 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

  • Agile CRM is such an integral part of our business, that I can imagine life without it. If we didn't have it, it would mean missing important calls, not following up on key leads, and not having current contact information for many of our clients, vendors, and prospects.
  • In addition to cost savings, agile CRM also helps me save time. It's very responsive, so updating records is not a hassle. I particularly like being able to import details from someone's LinkedIn page without having the type of thing.
Mike Wittenstein profile photo
  • We have noticed since we have started using SalesforceIQ to communicate items on customer account notes we have freed up hours of phone time between employees allowing us to better answer customer phone calls. This is especially true in our parts department where we have inside and outside sales.
  • We tied in use of Salesforce to our bonus structure to encourage employees to use the software. It is the direction our business is going and we needed everyone to participate to make it work. The newer the employee the better they are about logging information and visits.
Melanie Zehr profile photo

Screenshots

Agile CRM

Pricing Details

Agile CRM

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

SalesforceIQ CRM

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