What users are saying about

Agile CRM

Top Rated
59 Ratings

SharpSpring

Top Rated
136 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

SharpSpring

Top Rated
136 Ratings
Score 7.9 out of 101

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Likelihood to Recommend

Agile CRM

Agile CRM is well suited as a business tool bringing together sales and marketing in a comprehensive and intelligent way. It offers a friendly and user-friendly interface for those looking to integrate with other software products. It allows synchronization and organization of contacts and saves time by eliminating menial administrative tasks.
No photo available

SharpSpring

SharpSpring is ideal for companies that have a contact database of 5000 upwards, who email updates and marketing messages 3 - 4 times a month. In comparison to other email systems, it's worth the fees alone for better email management, not to mention the CRM aspects of the system. Everything else is a bonus. Smaller SME clients, who have a smaller contact database may not get the full value, compared to using free available marketing tools.
Tony Burke profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
SharpSpring
Customer data management / contact management
Agile CRM
8.7
SharpSpring
Workflow management
Agile CRM
7.4
SharpSpring
Territory management
Agile CRM
6.6
SharpSpring
Opportunity management
Agile CRM
8.0
SharpSpring
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
SharpSpring
Contract management
Agile CRM
7.5
SharpSpring
Quote & order management
Agile CRM
6.5
SharpSpring
Interaction tracking
Agile CRM
8.3
SharpSpring
Channel / partner relationship management
Agile CRM
8.3
SharpSpring

Customer Service & Support

Agile CRM
6.8
SharpSpring
Case management
Agile CRM
7.0
SharpSpring
Call center management
Agile CRM
6.4
SharpSpring
Help desk management
Agile CRM
7.1
SharpSpring

Marketing Automation

Agile CRM
8.5
SharpSpring
Lead management
Agile CRM
8.6
SharpSpring
Email marketing
Agile CRM
8.4
SharpSpring

CRM Project Management

Agile CRM
6.6
SharpSpring
Task management
Agile CRM
7.3
SharpSpring
Billing and invoicing management
Agile CRM
5.6
SharpSpring
Reporting
Agile CRM
7.0
SharpSpring

CRM Reporting & Analytics

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

Customization

Agile CRM
7.8
SharpSpring
Custom fields
Agile CRM
8.7
SharpSpring
Custom objects
Agile CRM
7.7
SharpSpring
Scripting environment
Agile CRM
6.4
SharpSpring
API for custom integration
Agile CRM
8.5
SharpSpring

Security

Agile CRM
7.9
SharpSpring
Single sign-on capability
Agile CRM
8.3
SharpSpring
Role-based user permissions
Agile CRM
7.5
SharpSpring

Social CRM

Agile CRM
5.8
SharpSpring
Social data
Agile CRM
5.8
SharpSpring
Social engagement
Agile CRM
5.9
SharpSpring

Integrations with 3rd-party Software

Agile CRM
7.7
SharpSpring
Marketing automation
Agile CRM
7.7
SharpSpring
Compensation management
Agile CRM
7.6
SharpSpring

Platform

Agile CRM
8.0
SharpSpring
Mobile access
Agile CRM
8.0
SharpSpring

Email & Online Marketing

Agile CRM
SharpSpring
7.5
WYSIWYG email editor
Agile CRM
SharpSpring
7.1
Dynamic content
Agile CRM
SharpSpring
7.4
Ability to test dynamic content
Agile CRM
SharpSpring
8.0
Landing pages
Agile CRM
SharpSpring
6.7
A/B testing
Agile CRM
SharpSpring
6.8
Mobile optimization
Agile CRM
SharpSpring
6.9
Email deliverability
Agile CRM
SharpSpring
7.6
List management
Agile CRM
SharpSpring
8.2
Triggered drip sequences
Agile CRM
SharpSpring
8.7

Lead Management

Agile CRM
SharpSpring
8.0
Lead nurturing
Agile CRM
SharpSpring
7.8
Lead scoring and grading
Agile CRM
SharpSpring
8.1
Data quality management
Agile CRM
SharpSpring
7.8
Automated sales alerts and tasks
Agile CRM
SharpSpring
8.3

Campaign Management

Agile CRM
SharpSpring
6.8
Calendaring
Agile CRM
SharpSpring
6.6
Event/webinar marketing
Agile CRM
SharpSpring
7.0

Social Media Marketing

Agile CRM
SharpSpring
6.9
Social sharing and campaigns
Agile CRM
SharpSpring
6.8
Social profile integration
Agile CRM
SharpSpring
6.9

Reporting & Analytics

Agile CRM
SharpSpring
7.8
Dashboards
Agile CRM
SharpSpring
7.9
Standard reports
Agile CRM
SharpSpring
8.0
Custom reports
Agile CRM
SharpSpring
7.6

Platform & Infrastructure

Agile CRM
SharpSpring
8.0
API
Agile CRM
SharpSpring
8.7
Role-based workflow & approvals
Agile CRM
SharpSpring
8.3
Customizability
Agile CRM
SharpSpring
7.9
Integration with Salesforce.com
Agile CRM
SharpSpring
8.3
Integration with Microsoft Dynamics CRM
Agile CRM
SharpSpring
7.3
Integration with SugarCRM
Agile CRM
SharpSpring
7.8

Pros

  • Tracks all of our clients, prospects and sales pipeline
  • Manages inbound leads and marketing automation
  • Acts as a bulk email system for messages and e-newsletters
Jez John profile photo
  • Onboarding was really good. Tailored to our specific needs and usually very vast replies on questions and answers.
  • It is easy to manage your clients and work in the accounts of your clients.
  • Once you get the hang of using flows, there are a lot of possibilities to work with
Stéphanie Erné profile photo

Cons

  • UI and UX - it's improving and it's 90% a joy to use. Some things are just really clunky with multiple windows opening (newsletter campaign management is a good example).
  • I have yet to see their approach to the new EU data protection regulation which would be a deal breaker and would entail us leaving them if their plans are not published soon. That said I think most tech companies are guilty of a lack of planning.
  • Ticketing feels poor compared to Zend Desk and Zoho Desk.
Jez John profile photo
  • It's a robust platform and you need to dedicate serious time upfront to learn and roll it out. We have experience in marketing automation but every tool is different- and this has a lot of new functionality as well that's unique to SharpSpring- so each and every week of the 6-week onboarding process was definitely needed and worthwhile.
Jaymie Cutaia 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
SharpSpring9.1
Based on 13 answers
Can't see us without this valuable tool in our digital marketing toolbox! SharpSpring takes care of our email campaigns, CRM, and we're using it for dynamic page content geared to specific personas or lead fields.
Jeff Tincher profile photo

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
SharpSpring8.5
Based on 5 answers
I got up to speed pretty quickly on SharpSpring with no training. I did make occasional use of the online help, but in general, I found it pretty easy to understand, pretty easy to navigate and exceptionally easy to build and manage email campaigns. In particular, I like the way automation consists of easy-to-understand workflows and triggers.
Jack Edward Heald profile photo

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 CRM5.9
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
SharpSpring8.1
Based on 5 answers
So far, every issue has been dealt with professionally by the support team and they even follow up again after the issues are resolved to see if everything is still o.k.
Tony Burke profile photo

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
SharpSpring8.2
Based on 1 answer
No answer on this topic is available.

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
SharpSpring8.2
Based on 1 answer
Our custom application (CASL compliance) was not the typical on-boarding process for SharpSpring and they managed it very well. If we had to do it over, we would have let SharpSpring train us in their standard manner, trusting that the CASL compliance issues would sort themselves out in the process. Due to our own decisions we made our learning curve a little more difficult.
Derek A. Lackey profile photo

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 evaluated Hubspot but it is just too expensive. You have to pay a lot of money to do your own training and onboarding for a few months before they allow you to resell it to clients and even then, it is a really really tough sell to persuade clients and prospects to commit to more than £500 a month + our time to run campaigns. I cannot attest to Hubspot functions versus SharpSpring (although SharpSpring does have comprehensive comparison studies and documents versus the other platforms) but on price alone, SharpSpring is a complete no brainer for any B2B agency that wants to have a marketing automation capability
James Kaye 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

  • Very positive ROI, handles lead and event management really well.
  • Keeps the whole team on the same page.
Jez John profile photo
  • We're running a business, and at the end of the day, the only thing that matters is revenue and cost benefits. And SharpSpring does the job. It's the best cost benefit in the market and eliminates several other costs of third party applications, like CRM, email and page builders.
Alexandre Vilarinho profile photo

Pricing Details

Agile CRM

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

Agile CRM More Information

SharpSpring

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

SharpSpring More Information