What users are saying about

Agile CRM

Top Rated
59 Ratings

Agile CRM

Top Rated
59 Ratings
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Score 7.3 out of 101

Square Customer Engagement

11 Ratings
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Score 8.5 out of 101

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Likelihood to Recommend

Agile CRM

Agile seems suitable if you set up correctly from the get go. Once you have over 10000 contacts it's hard to clean up the list e.g tags. If you want to edit or delete them how can you?
Victoria Hoete-Dodd profile photo

Square Customer Engagement

[Square is well suited for] Any small business / independent contractor with little to medium business flow where a monthly fee just doesn't make sense. If you are performing large transactions or have a lot of business / a lot of people using square readers then an actual flat rate from a bank / provider would likely be a better option.
Kyle Farago profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Square Customer Engagement
8.0
Customer data management / contact management
Agile CRM
8.7
Square Customer Engagement
8.0
Workflow management
Agile CRM
7.4
Square Customer Engagement
8.0
Territory management
Agile CRM
6.7
Square Customer Engagement
8.0
Opportunity management
Agile CRM
8.0
Square Customer Engagement
8.0
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Square Customer Engagement
8.0
Contract management
Agile CRM
7.5
Square Customer Engagement
8.0
Quote & order management
Agile CRM
6.5
Square Customer Engagement
8.0
Interaction tracking
Agile CRM
8.3
Square Customer Engagement
8.0
Channel / partner relationship management
Agile CRM
8.4
Square Customer Engagement
8.0

Customer Service & Support

Agile CRM
6.8
Square Customer Engagement
Case management
Agile CRM
7.0
Square Customer Engagement
Call center management
Agile CRM
6.4
Square Customer Engagement
Help desk management
Agile CRM
7.1
Square Customer Engagement

Marketing Automation

Agile CRM
8.5
Square Customer Engagement
Lead management
Agile CRM
8.6
Square Customer Engagement
Email marketing
Agile CRM
8.4
Square Customer Engagement

CRM Project Management

Agile CRM
6.7
Square Customer Engagement
8.0
Task management
Agile CRM
7.3
Square Customer Engagement
8.0
Billing and invoicing management
Agile CRM
5.6
Square Customer Engagement
8.0
Reporting
Agile CRM
7.1
Square Customer Engagement
8.0

CRM Reporting & Analytics

Agile CRM
6.8
Square Customer Engagement
8.0
Forecasting
Agile CRM
6.0
Square Customer Engagement
8.0
Pipeline visualization
Agile CRM
8.4
Square Customer Engagement
8.0
Customizable reports
Agile CRM
6.1
Square Customer Engagement
8.0

Customization

Agile CRM
7.9
Square Customer Engagement
Custom fields
Agile CRM
8.7
Square Customer Engagement
Custom objects
Agile CRM
7.7
Square Customer Engagement
Scripting environment
Agile CRM
6.5
Square Customer Engagement
API for custom integration
Agile CRM
8.5
Square Customer Engagement

Security

Agile CRM
7.9
Square Customer Engagement
8.0
Single sign-on capability
Agile CRM
8.3
Square Customer Engagement
Role-based user permissions
Agile CRM
7.5
Square Customer Engagement
8.0

Social CRM

Agile CRM
5.8
Square Customer Engagement
Social data
Agile CRM
5.8
Square Customer Engagement
Social engagement
Agile CRM
5.9
Square Customer Engagement

Integrations with 3rd-party Software

Agile CRM
7.8
Square Customer Engagement
Marketing automation
Agile CRM
7.8
Square Customer Engagement
Compensation management
Agile CRM
7.7
Square Customer Engagement

Platform

Agile CRM
8.0
Square Customer Engagement
8.0
Mobile access
Agile CRM
8.0
Square Customer Engagement
8.0

Pros

  • Intuitive and provides a great user experience through its simple web design; takes no time to set-up and jump right in.
  • Offers integrations with multiple other software platforms to provide a flexible and inclusive business tool.
  • One of the best options available at this price point; plans available to add more features to adjust to your business needs.
No photo available
  • No monthly fees
  • Reasonable per transaction fee
  • Good priced equipment/addons
  • Chip and NFC readers available
Kyle Farago profile photo

Cons

  • If a lead is marked as "hard bounce", meaning that a sent email bounced, the system will not send any more emails to that lead. The only way to fix this is to delete the lead and add it again. This results in losing all history from the lead.
Steven Davis profile photo
  • Some of the build quality on the peripherals could feel a bit better.
  • Have more options for businesses with more credit card transactions such as monthly or discounted per transaction once a certain number is reached.
  • Have functionality to allow for a typed card number without the higher fee if the software verifies there is a hardware/read error with the card.
Kyle Farago 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 CRM5.8
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
The only other service similar to Square I have any interaction with is PayPal here, it works in a very similar manner, and at the time had the same exact fee schedule. It has the added perk of going directly into your PayPal account if this is a service you use a lot of for your business. It (at the time) did not have any additional readers or peripherals such as NFC or Chip readers, but that may have changed now. Over all I'd say they are pretty close to each other performance wise, but Square has a bigger user base for the card reader specifically.
Kyle Farago 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
  • This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
  • All of my initial equipment was free and there were no startup costs so my return was immediate.
  • The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.
Kyle Farago profile photo

Pricing Details

Agile CRM

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

Square Customer Engagement

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details