What users are saying about
65 Ratings
16 Ratings
65 Ratings
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Score 7.3 out of 101
16 Ratings
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Score 8.9 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

Streak

I think Streak is well suited for companies and users that want to better manage contacts and deals inside their Gmail/Gsuite inbox in a simple way, with the benefit of getting some productivity features that help save some time when working with a lot of e-mails. I think it is less appropriate for users that have a huge database of contacts and heavy CRM needs.
Raphael Sanguinete profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
8.0
Streak
Customer data management / contact management
Agile CRM
8.8
Streak
Workflow management
Agile CRM
7.7
Streak
Territory management
Agile CRM
7.5
Streak
Opportunity management
Agile CRM
8.2
Streak
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.5
Streak
Contract management
Agile CRM
7.8
Streak
Quote & order management
Agile CRM
7.0
Streak
Interaction tracking
Agile CRM
8.2
Streak
Channel / partner relationship management
Agile CRM
8.9
Streak

Customer Service & Support

Agile CRM
7.1
Streak
Case management
Agile CRM
7.2
Streak
Call center management
Agile CRM
6.8
Streak
Help desk management
Agile CRM
7.2
Streak

Marketing Automation

Agile CRM
8.5
Streak
Lead management
Agile CRM
8.6
Streak
Email marketing
Agile CRM
8.5
Streak

CRM Project Management

Agile CRM
7.3
Streak
Task management
Agile CRM
7.7
Streak
Billing and invoicing management
Agile CRM
6.9
Streak
Reporting
Agile CRM
7.3
Streak

CRM Reporting & Analytics

Agile CRM
7.2
Streak
Forecasting
Agile CRM
6.6
Streak
Pipeline visualization
Agile CRM
8.3
Streak
Customizable reports
Agile CRM
6.6
Streak

Customization

Agile CRM
8.2
Streak
Custom fields
Agile CRM
8.7
Streak
Custom objects
Agile CRM
7.9
Streak
Scripting environment
Agile CRM
7.9
Streak
API for custom integration
Agile CRM
8.4
Streak

Security

Agile CRM
8.1
Streak
Single sign-on capability
Agile CRM
8.3
Streak
Role-based user permissions
Agile CRM
7.9
Streak

Social CRM

Agile CRM
6.4
Streak
Social data
Agile CRM
6.5
Streak
Social engagement
Agile CRM
6.3
Streak

Integrations with 3rd-party Software

Agile CRM
8.1
Streak
Marketing automation
Agile CRM
8.1
Streak
Compensation management
Agile CRM
8.2
Streak

Platform

Agile CRM
8.2
Streak
Mobile access
Agile CRM
8.2
Streak

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
  • The e-mail tracking feature is easy to use and very handy.
  • The snippets feature are very good, have shortcuts to use and save a lot of time.
  • Having a CRM platform inside your Gmail/Gsuite account is great for improving the use in a day to day basis.
Raphael Sanguinete profile photo

Cons

  • While many aspects of the software are intuitive and simple to implement, much of the marketing automation functions assumed a level of technical familiarity that was beyond the average user. As soon as a tutorial tells me to get something from GitHub, I get the idea they're talking to a technician.
  • The help files, tutorials were of low quality and not always kept up to date with changes in layout of the software etc.
  • During the period we were using Agile CRM, I had to constantly trawl through their update logs and forum. This is because, as the name Agile suggests, the development and improvement of the software was constantly evolving in an organic fashion. But many of the developments were not relevant to us; majorly they were integrations with obscure apps that I would never use. But I had to understand 20 changes to locate the one that had some relevance to me.
Colin Butler profile photo
  • The interface of the pipelines view can have some improvements.
  • I think it would be great if, besides Streak in Gmail, they had a separate platform for use when needed.
  • The CRM features are limited when compared to some competitors.
Raphael Sanguinete 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 CRM5.4
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
Streak8.0
Based on 1 answer
They do a great job of explaining the product beforehand so support interaction is not needed as much.
Matthew Fox 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
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

Agile CRM is much less expensive than Salesforce. It might not have all the potential of those thousands of add-ons, but for those who have basic needs – and the need to customize to some extent, it more than delivers.Agile CRM has more advanced features, particularly around marketing automation, and hub spot does. While hub spot is free for the CRM element, using the other tools that come standard and agile CRM raises your cost considerably.Outlook for business just isn't organized in a friendly enough way for you to see who you know and to keep things current.
Mike Wittenstein profile photo
Streak gives us all the features we need for our initial contact and quick communication. It also has the benefit of being free. If you want long term list management and sales, I'd recommend one of the other ones
Aaron Nielsen 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
  • It has helped me save time on reaching out to people thinking that they didn't get my first email.
  • It had the positive return on investment in the fact that the time I spend using Streak is much less than the time I would spend not using it.
  • Streak has taught me the importance and ease of mail merges, since nothing else out there was as seamless to start with.
No photo available

Pricing Details

Agile CRM

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

Streak

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