What users are saying about
Top Rated
62 Ratings
15 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
15 Ratings
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Score 9.1 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

Streak

Streak is well suited for almost email settings. I believe it does a great job of letting you know when someone has and has not viewed your email. Therefore, you know what subject line to use to engage an individual's attention. It also lets you know if someone is ignoring your emails.
Shiraz Dole profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Streak
Customer data management / contact management
Agile CRM
8.7
Streak
Workflow management
Agile CRM
7.4
Streak
Territory management
Agile CRM
6.7
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
7.6
Streak
Quote & order management
Agile CRM
6.6
Streak
Interaction tracking
Agile CRM
8.4
Streak
Channel / partner relationship management
Agile CRM
8.6
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
7.0
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
6.7
Streak
Task management
Agile CRM
7.3
Streak
Billing and invoicing management
Agile CRM
5.7
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
7.9
Streak
Custom fields
Agile CRM
8.7
Streak
Custom objects
Agile CRM
7.8
Streak
Scripting environment
Agile CRM
6.6
Streak
API for custom integration
Agile CRM
8.6
Streak

Security

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

Social CRM

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

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
Streak
Mobile access
Agile CRM
8.0
Streak

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
  • By sitting right in your inbox it helps to save a lot of time that otherwise would be spent going forth and back between systems.
  • The snoozing feature is priceless, helping on keeping track with leads while keeping a clean Inbox.
  • My team can work collaboratively with each lead, making it easy to "pass the baton" at each stage.
Pablo Povarchik 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
  • It would be cool if Streak integrated natively with other tools like our quote system and CRM.
  • Exporting and manipulating aggregated data is somehow difficult.
  • It lacks the features of a full-fledged CRM, which can be a pro or con depending on your specific sales process.
  • It lacks a proper user interface (other than what you see in your inbox.)
Pablo Povarchik 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
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

Saleforce - Too expensive.SugarCRM - Versatile. Free. But Slow.Filemaker - Originally designed my own CRMWhich gave me full control of all functionality. But having an online system that is hosted in the cloud provides considerable advantages particularly when allowing access to remote users.
Steven Davis profile photo
Pipedrive is somehow "disconnected from the rest of the world" being a standalone app (the last time I used it was three years ago, that may have changed.)
Salesforce is over-complicated and cumbersome for the "discovery" part of the sales process.
Streak is straightforward to implement and starts saving you time right away, up to the point where a lead becomes an opportunity.
Pablo Povarchik 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
  • No negative impact
Shiraz Dole 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