What users are saying about
64 Ratings
3 Ratings
64 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.3 out of 101
3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 10 out of 101

Add comparison

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

ServiceTitan

Service Titan is very well suited for the service industry, especially home services like HVAC, plumbing, electrical, home cleaning etc. A perfect software for companies that are large or are growing. I would recommend a team of 5 or more. If you have a smaller company or you are a one man or woman operation, you may want to wait to implement this product as it might be overkill.
Cherie Hudson profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
ServiceTitan
Customer data management / contact management
Agile CRM
8.8
ServiceTitan
Workflow management
Agile CRM
7.4
ServiceTitan
Territory management
Agile CRM
6.8
ServiceTitan
Opportunity management
Agile CRM
8.0
ServiceTitan
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
ServiceTitan
Contract management
Agile CRM
7.7
ServiceTitan
Quote & order management
Agile CRM
6.7
ServiceTitan
Interaction tracking
Agile CRM
8.4
ServiceTitan
Channel / partner relationship management
Agile CRM
8.7
ServiceTitan

Customer Service & Support

Agile CRM
6.7
ServiceTitan
Case management
Agile CRM
6.9
ServiceTitan
Call center management
Agile CRM
6.4
ServiceTitan
Help desk management
Agile CRM
7.0
ServiceTitan

Marketing Automation

Agile CRM
8.5
ServiceTitan
Lead management
Agile CRM
8.5
ServiceTitan
Email marketing
Agile CRM
8.5
ServiceTitan

CRM Project Management

Agile CRM
6.8
ServiceTitan
Task management
Agile CRM
7.4
ServiceTitan
Billing and invoicing management
Agile CRM
5.9
ServiceTitan
Reporting
Agile CRM
7.0
ServiceTitan

CRM Reporting & Analytics

Agile CRM
6.9
ServiceTitan
Forecasting
Agile CRM
6.0
ServiceTitan
Pipeline visualization
Agile CRM
8.4
ServiceTitan
Customizable reports
Agile CRM
6.2
ServiceTitan

Customization

Agile CRM
8.0
ServiceTitan
Custom fields
Agile CRM
8.7
ServiceTitan
Custom objects
Agile CRM
7.8
ServiceTitan
Scripting environment
Agile CRM
6.8
ServiceTitan
API for custom integration
Agile CRM
8.6
ServiceTitan

Security

Agile CRM
8.0
ServiceTitan
Single sign-on capability
Agile CRM
8.4
ServiceTitan
Role-based user permissions
Agile CRM
7.6
ServiceTitan

Social CRM

Agile CRM
5.9
ServiceTitan
Social data
Agile CRM
5.9
ServiceTitan
Social engagement
Agile CRM
5.9
ServiceTitan

Integrations with 3rd-party Software

Agile CRM
8.0
ServiceTitan
Marketing automation
Agile CRM
7.9
ServiceTitan
Compensation management
Agile CRM
8.1
ServiceTitan

Platform

Agile CRM
8.1
ServiceTitan
Mobile access
Agile CRM
8.1
ServiceTitan

Pros

  • Integrated and cohesive one-stop-shop.
  • Website integration and intelligent click tracking.
  • Drag and drop sales process GUI.
Colin Butler profile photo
  • Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here.
  • Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however.
  • Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple.
John Chavez profile photo

Cons

  • On the deal board, I'd like for agile to show how many days a deal has been in that stage. That information is available in other places, but having it on the Kanban board would be great.
  • It takes quite a bit of contextual understanding to make the marketing automation work. It would be much better if more of that information were available in the interface so you didn't have to do so much off program research and decisioning prior to implementing your ideas.
  • I'd like for agile CRM to also offer a "picture" of how the existing marketing automations and campaigns interact with each other, to avoid embarrassing or duplicate emails and other actions.
Mike Wittenstein profile photo
  • I only have one piece of advice per our managers. One of their biggest frustrations when it comes to logistics software is that it doesn't always speak well with other systems be it with an HRIS system or an LMS. As a training manager, I consider the LMS component huge. So really what we think would be an improvement would be an open source ideology that allows your platform to integrate with others easily.
John Chavez 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
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 CRM5.5
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

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo
Service Titan has more functionality than most programs we have used. It brings all departments together in one spot and is a very clean concise program, the mobile app is better than the rest and easy to implement and train new employees on. It is also a cloud base and works fast. Little downtime and easy set up.
Cherie Hudson 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

  • no difference as yet as we only started using for sales
Deborah Felicio profile photo
  • Time has been the biggest ROI, prior to this the managers were running paper reports that were printed out and had the HR reps assist with printing these reports when they weren't in the office. This has been eliminated.
John Chavez profile photo

Pricing Details

Agile CRM

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

ServiceTitan

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