What users are saying about

Agile CRM

Top Rated
59 Ratings

Salesmate

1 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Salesmate

1 Ratings
Score 10 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

Salesmate

Salesmate is an excellent pipeline tool and I've been very happy with making the switch from Pipedrive. The reporting tool is excellent when reviewing conversions, total sales, and average turn times per stage. I'm especially happy with the ability to download custom reports however I would like to also have the ability to do so with the pre-defined reporting.
Matthew Gehrman profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Salesmate
9.8
Customer data management / contact management
Agile CRM
8.7
Salesmate
9.0
Workflow management
Agile CRM
7.4
Salesmate
10.0
Territory management
Agile CRM
6.6
Salesmate
Opportunity management
Agile CRM
8.0
Salesmate
10.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Salesmate
10.0
Contract management
Agile CRM
7.5
Salesmate
Quote & order management
Agile CRM
6.5
Salesmate
Interaction tracking
Agile CRM
8.3
Salesmate
10.0
Channel / partner relationship management
Agile CRM
8.3
Salesmate

Customer Service & Support

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

Marketing Automation

Agile CRM
8.5
Salesmate
8.0
Lead management
Agile CRM
8.6
Salesmate
8.0
Email marketing
Agile CRM
8.4
Salesmate

CRM Project Management

Agile CRM
6.6
Salesmate
10.0
Task management
Agile CRM
7.3
Salesmate
10.0
Billing and invoicing management
Agile CRM
5.6
Salesmate
Reporting
Agile CRM
7.0
Salesmate
10.0

CRM Reporting & Analytics

Agile CRM
6.8
Salesmate
9.0
Forecasting
Agile CRM
6.0
Salesmate
Pipeline visualization
Agile CRM
8.4
Salesmate
8.0
Customizable reports
Agile CRM
6.1
Salesmate
10.0

Customization

Agile CRM
7.8
Salesmate
9.5
Custom fields
Agile CRM
8.7
Salesmate
10.0
Custom objects
Agile CRM
7.7
Salesmate
Scripting environment
Agile CRM
6.4
Salesmate
API for custom integration
Agile CRM
8.5
Salesmate
9.0

Security

Agile CRM
7.9
Salesmate
10.0
Single sign-on capability
Agile CRM
8.3
Salesmate
10.0
Role-based user permissions
Agile CRM
7.5
Salesmate
10.0

Social CRM

Agile CRM
5.8
Salesmate
Social data
Agile CRM
5.8
Salesmate
Social engagement
Agile CRM
5.9
Salesmate

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
Salesmate
9.0
Mobile access
Agile CRM
8.0
Salesmate
9.0

Pros

  • Easy to add new contacts whether manually or automatically as they fill in forms on site.
  • The banners feature is useful to flag important messages regarding certain users.
  • The email reporting is easy to see CTR open rate etc.
Victoria Hoete-Dodd profile photo
  • Pipeline customization including custom fields
  • Two way email integration & click to call feature
  • Incredible customer service
  • Always looking to improve the product
  • Excellent price per user in comparison to some of the other tools available and other tools we've leveraged in the past.
Matthew Gehrman profile photo

Cons

  • Reporting is lacking.
  • The more features needed, the pricier the plan.
  • Testing options are lacking.
No photo available
  • The ability to switch between deals directly from within the deal itself
  • Load time could be improved however we have at any given time 180 + leads in the pipe
  • Ability to separate user rights per pipeline, i.e. having two separate team pipelines and each team can only see their leads.
Matthew Gehrman 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
Salesmate10.0
Based on 1 answer
Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them
Matthew Gehrman 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
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

Saleforce - Too expensive.SugarCRM - Versatile. Free. But Slow.Filemaker - Originally designed my own CRMWhich gave me full control of all functionality. But having an online system that is hosted in the cloud provides considerable advantages particularly when allowing access to remote users.
Steven Davis profile photo
Salesmate has a lot of similar features and functionality but where I feel they differ the most is the customer service, new feature integration, and a team that actually wants to develop the perfect pipeline management tool. Not only are they more competitive on the overpricing structure but I'm confident we'll be able to continue scaling with Salesmate as we grow the team
Matthew Gehrman 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

  • Very positive ROI, handles lead and event management really well.
  • Keeps the whole team on the same page.
Jez John profile photo
  • Making the switch to Salesmate has saved us a fair amount from our prior service where we had to pay for all the additional features we wanted, whereas Salesmate includes it right out the gate.
  • By utilizing this tool we're able to stay on top of the sales cycle and overall lead flow which directly impacts our bottom line.
  • In terms of ROI if you work the system and utilize the tool as it should then you will make sales.
Matthew Gehrman profile photo

Pricing Details

Agile CRM

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

Salesmate

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