What users are saying about
Top Rated
62 Ratings
23 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
23 Ratings
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Score 6.8 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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SalesOutlook

It is good for situations where you are emailing with clients about pertinent information that needs to be included in the SalesForce account for that client. It is much easier than having to copy and paste. It is not as appropriate for attachments because you cannot attach PDFs etc., to the SalesForce account page from Outlook.
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Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
SalesOutlook
7.0
Customer data management / contact management
Agile CRM
8.7
SalesOutlook
7.0
Workflow management
Agile CRM
7.4
SalesOutlook
7.0
Territory management
Agile CRM
6.7
SalesOutlook
5.0
Opportunity management
Agile CRM
8.0
SalesOutlook
5.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
SalesOutlook
9.0
Contract management
Agile CRM
7.6
SalesOutlook
9.0
Quote & order management
Agile CRM
6.6
SalesOutlook
5.0
Interaction tracking
Agile CRM
8.4
SalesOutlook
9.0
Channel / partner relationship management
Agile CRM
8.6
SalesOutlook
7.0

Customer Service & Support

Agile CRM
6.8
SalesOutlook
8.0
Case management
Agile CRM
7.0
SalesOutlook
8.0
Call center management
Agile CRM
6.4
SalesOutlook
Help desk management
Agile CRM
7.0
SalesOutlook

Marketing Automation

Agile CRM
8.5
SalesOutlook
5.5
Lead management
Agile CRM
8.6
SalesOutlook
5.0
Email marketing
Agile CRM
8.5
SalesOutlook
6.0

CRM Project Management

Agile CRM
6.7
SalesOutlook
9.0
Task management
Agile CRM
7.3
SalesOutlook
9.0
Billing and invoicing management
Agile CRM
5.7
SalesOutlook
Reporting
Agile CRM
7.0
SalesOutlook

CRM Reporting & Analytics

Agile CRM
6.8
SalesOutlook
Forecasting
Agile CRM
6.0
SalesOutlook
Pipeline visualization
Agile CRM
8.4
SalesOutlook
Customizable reports
Agile CRM
6.1
SalesOutlook

Customization

Agile CRM
7.9
SalesOutlook
Custom fields
Agile CRM
8.7
SalesOutlook
Custom objects
Agile CRM
7.8
SalesOutlook
Scripting environment
Agile CRM
6.6
SalesOutlook
API for custom integration
Agile CRM
8.6
SalesOutlook

Security

Agile CRM
8.0
SalesOutlook
Single sign-on capability
Agile CRM
8.3
SalesOutlook
Role-based user permissions
Agile CRM
7.6
SalesOutlook

Social CRM

Agile CRM
5.9
SalesOutlook
Social data
Agile CRM
5.8
SalesOutlook
Social engagement
Agile CRM
5.9
SalesOutlook

Integrations with 3rd-party Software

Agile CRM
7.9
SalesOutlook
6.0
Marketing automation
Agile CRM
7.8
SalesOutlook
6.0
Compensation management
Agile CRM
7.9
SalesOutlook

Platform

Agile CRM
8.0
SalesOutlook
Mobile access
Agile CRM
8.0
SalesOutlook

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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  • It makes it easy to transfer information
  • It is easy to view in conjunction with Outlook
  • Keeps people accountable for details in the file
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Cons

  • Reporting is lacking.
  • The more features needed, the pricier the plan.
  • Testing options are lacking.
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  • Sometimes it doesn't load properly
  • Would like some of the buttons to be a bit more user-friendly
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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.
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 CRM5.7
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.
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

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
I have never used a similar product to this. So far my experience with this product is pretty good. I would recommend it to colleagues and other businesses
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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.
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
  • Easier to track case details
  • Speeds up the process of getting cases through all the steps
  • Sometimes there are glitches and takes time out of business to reload etc.
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Pricing Details

Agile CRM

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

SalesOutlook

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