What users are saying about

Agile CRM

Top Rated
59 Ratings

Streak

15 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Streak

15 Ratings
Score 9.1 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

Streak is well suited for the early stage of the sales process, especially where you don't know yet if there is a real opportunity or not. It is not a replacement for full-fledged CRM when it comes to established clients.
Pablo Povarchik profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

Agile CRM
5.8
Streak
Social data
Agile CRM
5.8
Streak
Social engagement
Agile CRM
5.9
Streak

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
Streak
Mobile access
Agile CRM
8.0
Streak

Pros

  • The template emails saves a lot of time and is used quite often.
  • The synchronization of contacts from Outlook to GMail and other platforms allows easy follow-up to all communications for each lead, deal and contact.
  • The integrations with websites and providers promotes encourage to explore more solutions to improve business activities.
  • The chat support is very helpful. They're patient and will answer your questions and offer recommendations to their development team to implement them as new features if it's important your business needs.
No photo available
  • An icon on the subject line of the email notifying whether the sent email has been opened or not
  • Real-time notification when the email is opened
  • Ability to delay or customize when an email is sent
Corey Calder 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
  • I wish I could customize the feed in my Gmail so that I can either hide or see the statistics for specific contacts instead of it always showing up and taking up valuable screen space.
  • I wish I could track attachment downloads and links clicked.
  • I wish I could track email forwards and who they sent the email to.
Corey Calder 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 CRM5.9
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
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 did most of what PipeDrive did, some of what Hubspot does, and a range of other stuff that I was starry eyed about at the outset. but I eventually concluded that a jack-of-all-trades was not what i was looking for. And while the support team tried, they didn't have English as their first language and weren't on my time zone so all those factors conspired to turn me off on the end.
Colin Butler profile photo
I used Streak because it was a free software that was recommended to me by a colleague
Shiraz Dole 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

  • Agile CRM is such an integral part of our business, that I can imagine life without it. If we didn't have it, it would mean missing important calls, not following up on key leads, and not having current contact information for many of our clients, vendors, and prospects.
  • In addition to cost savings, agile CRM also helps me save time. It's very responsive, so updating records is not a hassle. I particularly like being able to import details from someone's LinkedIn page without having the type of thing.
Mike Wittenstein profile photo
  • I can easily see who is engaging with my emails and who isn't. It has directly saved me time in not working with prospects who aren't even opening my emails, or potentially those who are opening, but never responding.
  • Streak has increased my awareness if old leads are re-opening my content. I've closed deals because I called someone who was re-opening my content.
  • Streak has saved me time in pre-programming when I want a strategic email to be sent. I can now have emails sent first thing in the morning while I may actually be on calls or in meetings.
Corey Calder profile photo

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