What users are saying about
Top Rated
61 Ratings
2 Ratings
Top Rated
61 Ratings
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Score 7.3 out of 101
2 Ratings
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Score 10 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.
No photo available

ServiceTitan

I can only speak to the logistics part of the software and its reporting and tracking functions. Based on that where I've noticed it's best suited is for:1. Running quick easy reports that are easy to understand2. Using it on your phone on the fly 3. Tracking large pieces of information on different tracking avenues
John Chavez profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
ServiceTitan
Customer data management / contact management
Agile CRM
8.7
ServiceTitan
Workflow management
Agile CRM
7.4
ServiceTitan
Territory management
Agile CRM
6.7
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
7.6
ServiceTitan
Quote & order management
Agile CRM
6.6
ServiceTitan
Interaction tracking
Agile CRM
8.4
ServiceTitan
Channel / partner relationship management
Agile CRM
8.6
ServiceTitan

Customer Service & Support

Agile CRM
6.8
ServiceTitan
Case management
Agile CRM
7.0
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
8.6
ServiceTitan
Email marketing
Agile CRM
8.5
ServiceTitan

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

Agile CRM
5.9
ServiceTitan
Social data
Agile CRM
5.8
ServiceTitan
Social engagement
Agile CRM
5.9
ServiceTitan

Integrations with 3rd-party Software

Agile CRM
7.9
ServiceTitan
Marketing automation
Agile CRM
7.8
ServiceTitan
Compensation management
Agile CRM
7.9
ServiceTitan

Platform

Agile CRM
8.0
ServiceTitan
Mobile access
Agile CRM
8.0
ServiceTitan

Pros

  • The functionality of creating the campaign is very well thought out. It's extremely intuitive and I'm able to create what is considered complex campaigns with ease.
  • The ability to add points to the profile of a lead and rank them makes sorting and targeting potential customers very easy.
  • Review profile of a lead is very easy. Custom fields are easy to create and are visible in the profile.
Steven Davis 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

  • The newsletter part is a bit clunky compared to dedicated services like MailChimp or Aweber. It's just not very streamlined and logical.
  • There needs to be more flexibility in importing contacts. Currently, you can only import if you have an email and a name which obviously a lot of systems don't. It makes manipulating data by importing very difficult and the 'having to have a first name' is not even consistent with the system itself.
  • The iPhone/Android app is not quite doing it for me - very hard to navigate currently.
Vilhelm Kruse 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 CRM5.7
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 don't recall the names of the other companies. I tried three. My main complaint was the inability to accommodate flat rate and track sold hours.
Andy Wyatt 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

  • 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.
Colin Butler 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