What users are saying about
135 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 6.5 out of 100
1 Rating
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 10 out of 100

Feature Set Ratings

    Sales Force Automation

    4.8

    Agile CRM

    48%

    Sansan Scan to Salesforce

    Feature Set Not Supported
    N/A
    Agile CRM ranks higher in 9/9 features

    Customer data management / contact management

    4.7
    47%
    20 Ratings
    N/A
    0 Ratings

    Workflow management

    5.5
    55%
    17 Ratings
    N/A
    0 Ratings

    Territory management

    4.3
    43%
    12 Ratings
    N/A
    0 Ratings

    Opportunity management

    4.4
    44%
    17 Ratings
    N/A
    0 Ratings

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

    2.8
    28%
    19 Ratings
    N/A
    0 Ratings

    Contract management

    6.1
    61%
    12 Ratings
    N/A
    0 Ratings

    Quote & order management

    5.2
    52%
    13 Ratings
    N/A
    0 Ratings

    Interaction tracking

    4.9
    49%
    19 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    5.4
    54%
    10 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    3.5

    Agile CRM

    35%

    Sansan Scan to Salesforce

    Feature Set Not Supported
    N/A
    Agile CRM ranks higher in 3/3 features

    Case management

    3.5
    35%
    15 Ratings
    N/A
    0 Ratings

    Call center management

    3.5
    35%
    15 Ratings
    N/A
    0 Ratings

    Help desk management

    3.5
    35%
    17 Ratings
    N/A
    0 Ratings

    Marketing Automation

    4.0

    Agile CRM

    40%

    Sansan Scan to Salesforce

    Feature Set Not Supported
    N/A
    Agile CRM ranks higher in 2/2 features

    Lead management

    5.5
    55%
    19 Ratings
    N/A
    0 Ratings

    Email marketing

    2.6
    26%
    20 Ratings
    N/A
    0 Ratings

    CRM Project Management

    4.6

    Agile CRM

    46%

    Sansan Scan to Salesforce

    Feature Set Not Supported
    N/A
    Agile CRM ranks higher in 3/3 features

    Task management

    5.1
    51%
    16 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    3.7
    37%
    11 Ratings
    N/A
    0 Ratings

    Reporting

    4.9
    49%
    18 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    3.5

    Agile CRM

    35%

    Sansan Scan to Salesforce

    Feature Set Not Supported
    N/A
    Agile CRM ranks higher in 3/3 features

    Forecasting

    3.9
    39%
    15 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    3.9
    39%
    17 Ratings
    N/A
    0 Ratings

    Customizable reports

    2.8
    28%
    18 Ratings
    N/A
    0 Ratings

    Customization

    5.2

    Agile CRM

    52%

    Sansan Scan to Salesforce

    Feature Set Not Supported
    N/A
    Agile CRM ranks higher in 4/4 features

    Custom fields

    5.0
    50%
    20 Ratings
    N/A
    0 Ratings

    Custom objects

    5.8
    58%
    14 Ratings
    N/A
    0 Ratings

    Scripting environment

    4.2
    42%
    10 Ratings
    N/A
    0 Ratings

    API for custom integration

    6.1
    61%
    12 Ratings
    N/A
    0 Ratings

    Security

    6.0

    Agile CRM

    60%

    Sansan Scan to Salesforce

    Feature Set Not Supported
    N/A
    Agile CRM ranks higher in 2/2 features

    Single sign-on capability

    6.0
    60%
    16 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    6.0
    60%
    17 Ratings
    N/A
    0 Ratings

    Social CRM

    5.1

    Agile CRM

    51%

    Sansan Scan to Salesforce

    Feature Set Not Supported
    N/A
    Agile CRM ranks higher in 2/2 features

    Social data

    5.1
    51%
    13 Ratings
    N/A
    0 Ratings

    Social engagement

    5.1
    51%
    13 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    5.9

    Agile CRM

    59%

    Sansan Scan to Salesforce

    Feature Set Not Supported
    N/A
    Agile CRM ranks higher in 2/2 features

    Marketing automation

    6.1
    61%
    15 Ratings
    N/A
    0 Ratings

    Compensation management

    5.7
    57%
    10 Ratings
    N/A
    0 Ratings

    Platform

    6.6

    Agile CRM

    66%

    Sansan Scan to Salesforce

    Feature Set Not Supported
    N/A
    Agile CRM ranks higher in 1/1 features

    Mobile access

    6.6
    66%
    15 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Sansan Scan to Salesforce is rated higher in 2 areas: Likelihood to Recommend, Support Rating

    Likelihood to Recommend

    2.9

    Agile CRM

    29%
    21 Ratings
    10.0

    Sansan Scan to Salesforce

    100%
    1 Rating

    Likelihood to Renew

    10.0

    Agile CRM

    100%
    2 Ratings

    Sansan Scan to Salesforce

    N/A
    0 Ratings

    Usability

    3.4

    Agile CRM

    34%
    11 Ratings

    Sansan Scan to Salesforce

    N/A
    0 Ratings

    Availability

    10.0

    Agile CRM

    100%
    2 Ratings

    Sansan Scan to Salesforce

    N/A
    0 Ratings

    Performance

    10.0

    Agile CRM

    100%
    2 Ratings

    Sansan Scan to Salesforce

    N/A
    0 Ratings

    Support Rating

    2.3

    Agile CRM

    23%
    13 Ratings
    10.0

    Sansan Scan to Salesforce

    100%
    1 Rating

    Online Training

    10.0

    Agile CRM

    100%
    1 Rating

    Sansan Scan to Salesforce

    N/A
    0 Ratings

    Implementation Rating

    10.0

    Agile CRM

    100%
    3 Ratings

    Sansan Scan to Salesforce

    N/A
    0 Ratings

    Configurability

    10.0

    Agile CRM

    100%
    1 Rating

    Sansan Scan to Salesforce

    N/A
    0 Ratings

    Ease of integration

    10.0

    Agile CRM

    100%
    1 Rating

    Sansan Scan to Salesforce

    N/A
    0 Ratings

    Product Scalability

    10.0

    Agile CRM

    100%
    1 Rating

    Sansan Scan to Salesforce

    N/A
    0 Ratings

    Vendor post-sale

    10.0

    Agile CRM

    100%
    1 Rating

    Sansan Scan to Salesforce

    N/A
    0 Ratings

    Vendor pre-sale

    10.0

    Agile CRM

    100%
    1 Rating

    Sansan Scan to Salesforce

    N/A
    0 Ratings

    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.
    Read full review

    Sansan, Inc.

    Sansan Scan to Salesforce is well suited for scanning multiple business cards into Salesforce.
    Read full review

    Pros

    Agile CRM

    • Tracking new prospects and adding them in right funnel helping a lot for sales and support team to streamline the process.
    • Easy third party integration with Google Apps and Microsoft exchange.
    • Email reporting works smoothly to track CTR open rate, Growth Reports.
    • Easy to configure for the all the departments across the organization.
    • Amazing customer support experience to all the end-users and prospects.
    Read full review

    Sansan, Inc.

    • Quick and accurate scanning of multiple cards at once.
    • Simple to use.
    • Simple to make edits when importing into Salesforce.
    Read full review

    Cons

    Agile CRM

    • The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
    • Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
    • At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
    • The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective.
    Read full review

    Sansan, Inc.

    • I told Scan to Salesforce that I would appreciate an improvement that auto-corrects for all-capital letters, replacing them with lower case. They are currently looking into a fix.
    Read full review

    Pricing Details

    Agile CRM

    Starting Price

    $0 for 10 users

    Editions & Modules

    Agile CRM editions and modules pricing
    EditionModules
    FreeFree1
    Starter8.992
    Regular29.993
    Enterprise47.994

    Footnotes

    1. for 10 users
    2. *per user per month
    3. *per user per month
    4. *per user per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    *pricing for 2 year plan.

    Sansan Scan to Salesforce

    Starting Price

    Editions & Modules

    Sansan Scan to Salesforce editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Likelihood to Renew

      Agile CRM

      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.
      Read full review

      Sansan, Inc.

      No answers on this topic

      Usability

      Agile CRM

      Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.
      Read full review

      Sansan, Inc.

      No answers on this topic

      Reliability and Availability

      Agile CRM

      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.
      Read full review

      Sansan, Inc.

      No answers on this topic

      Performance

      Agile CRM

      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.
      Read full review

      Sansan, Inc.

      No answers on this topic

      Support Rating

      Agile CRM

      The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.
      Read full review

      Sansan, Inc.

      They are great
      Read full review

      Online Training

      Agile CRM

      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..
      Read full review

      Sansan, Inc.

      No answers on this topic

      Implementation Rating

      Agile CRM

      Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
      Read full review

      Sansan, Inc.

      No answers on this topic

      Alternatives Considered

      Agile CRM

      It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.
      Read full review

      Sansan, Inc.

      We tried another app, and it wasn't as quick or accurate.
      Read full review

      Scalability

      Agile CRM

      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.
      Read full review

      Sansan, Inc.

      No answers on this topic

      Return on Investment

      Agile CRM

      • It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.
      Read full review

      Sansan, Inc.

      • Saved 30-45 minutes each day.
      • Allows me to engage with leads by email much more quickly.
      • Staying organized. (I can throw away old business cards after scanning)
      Read full review

      Screenshots

      Add comparison