Agile CRM vs Salesmate

Agile CRM

Agile seems suitable if you set up correctly from the get go. Once you have over 10000 contacts it's hard to clean up the list e.g tags. If you want to edit or delete them how can you?

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Victoria Hoete-Dodd

Content Specialist

BitPrimeFinancial Services, 1-10 employees

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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.

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Matthew Gehrman

Agency Principal

CityScape InsuranceInsurance, 1-10 employees

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Feature Rating Comparison

Agile CRM

7.9

Salesmate

9.8

Customer data management / contact management

8.7

9.0

Workflow management

7.4

10.0

Territory management

6.7

—

Opportunity management

8.0

10.0

Integration with email client (e.g., Outlook or Gmail)

8.7

10.0

Contract management

7.6

—

Quote & order management

6.6

—

Interaction tracking

8.4

10.0

Channel / partner relationship management

8.6

—

Agile CRM

6.8

Salesmate

—

Case management

7.0

—

Call center management

6.4

—

Help desk management

7.1

—

Agile CRM

8.5

Salesmate

8.0

Lead management

8.6

8.0

Email marketing

8.5

—

Agile CRM

6.7

Salesmate

10.0

Task management

7.3

10.0

Billing and invoicing management

5.7

—

Reporting

7.0

10.0

Agile CRM

6.8

Salesmate

9.0

Forecasting

6.0

—

Pipeline visualization

8.4

8.0

Customizable reports

6.1

10.0

Agile CRM

7.9

Salesmate

9.5

Custom fields

8.7

10.0

Custom objects

7.8

—

Scripting environment

6.6

—

API for custom integration

8.6

9.0

Agile CRM

8.0

Salesmate

10.0

Single sign-on capability

8.3

10.0

Role-based user permissions

7.6

10.0

Agile CRM

5.9

Salesmate

—

Social data

5.8

—

Social engagement

5.9

—

Agile CRM

7.9

Salesmate

9.0

Marketing automation

7.8

9.0

Compensation management

7.9

—

Agile CRM

8.0

Salesmate

9.0

Mobile access

8.0

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.

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Victoria Hoete-Dodd

Content Specialist

BitPrimeFinancial Services, 1-10 employees

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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.

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Matthew Gehrman

Agency Principal

CityScape InsuranceInsurance, 1-10 employees

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Cons

Reporting is lacking.
The more features needed, the pricier the plan.
Testing options are lacking.

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Verified User

Consultant in Corporate

Management Consulting Company, 10,001+ employees

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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.

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Matthew Gehrman

Agency Principal

CityScape InsuranceInsurance, 1-10 employees

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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.

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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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

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Matthew Gehrman

Agency Principal

CityScape InsuranceInsurance, 1-10 employees

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Usability

Agile CRM10.0

Based on 1 answer

This is a feature rich, well organized and easy to use platform.

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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No score

No answers yet

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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.

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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No score

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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.

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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No score

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Support

Agile CRM5.7

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.

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Victoria Hoete-Dodd

Content Specialist

BitPrimeFinancial Services, 1-10 employees

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No score

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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..

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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No score

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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

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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No score

No answers yet

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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.

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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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

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Matthew Gehrman

Agency Principal

CityScape InsuranceInsurance, 1-10 employees

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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.

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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No score

No answers yet

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Return on Investment

no difference as yet as we only started using for sales

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Deborah Felicio

Computer and Information Systems Manager

Sense Media EventsEvents Services, 1-10 employees

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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.

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Matthew Gehrman

Agency Principal

CityScape InsuranceInsurance, 1-10 employees

View all 1 answers on this topic

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

—

Agile CRM vs Salesmate

Add comparison

Likelihood to Recommend

Agile CRM

Salesmate

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

Pros

Cons

Likelihood to Renew

Usability

Reliability and Availability

Performance

Support

Online Training

Implementation

Alternatives Considered

Scalability

Return on Investment

Screenshots

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

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Additional Pricing Details

Rating Summary