What users are saying about
65 Ratings
25 Ratings
65 Ratings
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Score 7.3 out of 101
25 Ratings
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Score 7.1 out of 101

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

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.
No photo available

Feature Rating Comparison

Sales Force Automation

Agile CRM
8.1
SalesOutlook
7.0
Customer data management / contact management
Agile CRM
8.8
SalesOutlook
7.0
Workflow management
Agile CRM
7.7
SalesOutlook
7.0
Territory management
Agile CRM
7.5
SalesOutlook
5.0
Opportunity management
Agile CRM
8.2
SalesOutlook
5.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.4
SalesOutlook
9.0
Contract management
Agile CRM
7.8
SalesOutlook
9.0
Quote & order management
Agile CRM
7.0
SalesOutlook
5.0
Interaction tracking
Agile CRM
8.2
SalesOutlook
9.0
Channel / partner relationship management
Agile CRM
8.9
SalesOutlook
7.0

Customer Service & Support

Agile CRM
7.0
SalesOutlook
8.0
Case management
Agile CRM
7.1
SalesOutlook
8.0
Call center management
Agile CRM
6.8
SalesOutlook
Help desk management
Agile CRM
7.1
SalesOutlook

Marketing Automation

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

CRM Project Management

Agile CRM
7.4
SalesOutlook
9.0
Task management
Agile CRM
7.8
SalesOutlook
9.0
Billing and invoicing management
Agile CRM
7.0
SalesOutlook
Reporting
Agile CRM
7.3
SalesOutlook

CRM Reporting & Analytics

Agile CRM
7.2
SalesOutlook
Forecasting
Agile CRM
6.7
SalesOutlook
Pipeline visualization
Agile CRM
8.3
SalesOutlook
Customizable reports
Agile CRM
6.6
SalesOutlook

Customization

Agile CRM
8.2
SalesOutlook
Custom fields
Agile CRM
8.6
SalesOutlook
Custom objects
Agile CRM
7.9
SalesOutlook
Scripting environment
Agile CRM
7.9
SalesOutlook
API for custom integration
Agile CRM
8.3
SalesOutlook

Security

Agile CRM
8.1
SalesOutlook
Single sign-on capability
Agile CRM
8.3
SalesOutlook
Role-based user permissions
Agile CRM
7.9
SalesOutlook

Social CRM

Agile CRM
6.5
SalesOutlook
Social data
Agile CRM
6.6
SalesOutlook
Social engagement
Agile CRM
6.4
SalesOutlook

Integrations with 3rd-party Software

Agile CRM
8.2
SalesOutlook
6.0
Marketing automation
Agile CRM
8.2
SalesOutlook
6.0
Compensation management
Agile CRM
8.2
SalesOutlook

Platform

Agile CRM
8.3
SalesOutlook
Mobile access
Agile CRM
8.3
SalesOutlook

Pros

Agile CRM

  • 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

SalesOutlook

  • It makes it easy to transfer information
  • It is easy to view in conjunction with Outlook
  • Keeps people accountable for details in the file
No photo available

Cons

Agile CRM

  • 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

SalesOutlook

  • Sometimes it doesn't load properly
  • Would like some of the buttons to be a bit more user-friendly
No photo available

Likelihood to Renew

Agile CRM

Agile CRM 10.0
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

SalesOutlook

No score
No answers yet
No answers on this topic

Usability

Agile CRM

Agile CRM 10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo

SalesOutlook

No score
No answers yet
No answers on this topic

Reliability and Availability

Agile CRM

Agile CRM 10.0
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

SalesOutlook

No score
No answers yet
No answers on this topic

Performance

Agile CRM

Agile CRM 10.0
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

SalesOutlook

No score
No answers yet
No answers on this topic

Support

Agile CRM

Agile CRM 5.2
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

SalesOutlook

No score
No answers yet
No answers on this topic

Online Training

Agile CRM

Agile CRM 10.0
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

SalesOutlook

No score
No answers yet
No answers on this topic

Implementation

Agile CRM

Agile CRM 10.0
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

SalesOutlook

No score
No answers yet
No answers on this topic

Alternatives Considered

Agile CRM

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo

SalesOutlook

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
No photo available

Scalability

Agile CRM

Agile CRM 10.0
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

SalesOutlook

No score
No answers yet
No answers on this topic

Return on Investment

Agile CRM

  • All contact data is in one spot
  • You can see a detailed view of each contact's deal history
  • It is a more affordable option than some CRMs
Victoria Hoete-Dodd profile photo

SalesOutlook

  • 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.
No photo available

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

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