What users are saying about
Top Rated
61 Ratings
1 Ratings
Top Rated
61 Ratings
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Score 7.3 out of 101
1 Ratings
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Score 7 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

TargetX

TargetX is very well suited for smaller colleges who do not have all of the resources to manage a pure Salesforce environment for their CRM. They provide great support and direction for different business use cases. They have a product that has been around longer than any other higher ed CRM solution out there in regards to Salesforce. It is likely less appropriate for a school that has a lot of resources and could handle using Salesforce and their HEDA approach to higher ed CRM solutions.
No photo available

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
TargetX
Customer data management / contact management
Agile CRM
8.7
TargetX
Workflow management
Agile CRM
7.4
TargetX
Territory management
Agile CRM
6.7
TargetX
Opportunity management
Agile CRM
8.0
TargetX
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
TargetX
Contract management
Agile CRM
7.6
TargetX
Quote & order management
Agile CRM
6.6
TargetX
Interaction tracking
Agile CRM
8.4
TargetX
Channel / partner relationship management
Agile CRM
8.6
TargetX

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

Agile CRM
6.7
TargetX
Task management
Agile CRM
7.3
TargetX
Billing and invoicing management
Agile CRM
5.7
TargetX
Reporting
Agile CRM
7.0
TargetX

CRM Reporting & Analytics

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

Customization

Agile CRM
7.9
TargetX
Custom fields
Agile CRM
8.7
TargetX
Custom objects
Agile CRM
7.8
TargetX
Scripting environment
Agile CRM
6.6
TargetX
API for custom integration
Agile CRM
8.6
TargetX

Security

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

Social CRM

Agile CRM
5.9
TargetX
Social data
Agile CRM
5.8
TargetX
Social engagement
Agile CRM
5.9
TargetX

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
TargetX
Mobile access
Agile CRM
8.0
TargetX

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.
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  • Addresses the higher education infrastructure to integrate Salesforce
  • Email marketing is done at huge cost savings over other marketing platforms in Salesforce
  • Helps facilitate events on an off-campus
  • Helps our admissions counselors keep up on tasks and contacts
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Cons

  • The email builder really needs an open HTML section to allow you to easily embed code in your email.
  • It's not easy to view the complete number of contacts when over 10000.
  • More help documents on their site would make using the campaign feature better.
Victoria Hoete-Dodd profile photo
  • When sending large volumes of email the campaigns can be slow to send
  • The events functions are not as robust as some of the competition
  • Their telemarketing component has not been updated in a while and leaves a bit for current call centers.
No photo available

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
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
We transitioned from Hobsons older CRM, Connect, as it was an aging CRM that was not going to be supported much longer. TargetX was right for us at the time as Salesforce did not have a pure data structure for higher education. TargetX provided all of the support and infrastructure to get a Salesforce CRM suited for higher ed. Hobsons Radius is their newer CRM but it is not based on Salesforce and thus is not the leading industry standard.
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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

  • All contact data is in one spot
  • You can see a detailed view of each contact's deal history
  • It is a more affordable option than some CRMs
Victoria Hoete-Dodd profile photo
  • We have saved a great deal of money on email campaigns with over half a million contacts
  • Managing of on-campus event registration has been very successful for us.
  • By creating a call center using their Telemarketing component we have been able to increase our enrollment for a number of programs
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

TargetX

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