What users are saying about

Agile CRM

Top Rated
59 Ratings

VanillaSoft

7 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

VanillaSoft

7 Ratings
Score 9.2 out of 101

Add comparison

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

VanillaSoft

VanillaSoft has been great when calling targeted giving acquisition lists, who have a particular affinity we strategically partner with one of our callers. It also works well for new acquisitions who have never been solicited before. It is definitely inappropriate to use as a re-engagement tools for prospects previously requested to be marked as "do not solicit."
Sarah Van Sciver profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
VanillaSoft
Customer data management / contact management
Agile CRM
8.7
VanillaSoft
Workflow management
Agile CRM
7.4
VanillaSoft
Territory management
Agile CRM
6.6
VanillaSoft
Opportunity management
Agile CRM
8.0
VanillaSoft
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
VanillaSoft
Contract management
Agile CRM
7.5
VanillaSoft
Quote & order management
Agile CRM
6.5
VanillaSoft
Interaction tracking
Agile CRM
8.3
VanillaSoft
Channel / partner relationship management
Agile CRM
8.4
VanillaSoft

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

Agile CRM
6.6
VanillaSoft
Task management
Agile CRM
7.3
VanillaSoft
Billing and invoicing management
Agile CRM
5.6
VanillaSoft
Reporting
Agile CRM
7.1
VanillaSoft

CRM Reporting & Analytics

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

Customization

Agile CRM
7.8
VanillaSoft
Custom fields
Agile CRM
8.7
VanillaSoft
Custom objects
Agile CRM
7.7
VanillaSoft
Scripting environment
Agile CRM
6.5
VanillaSoft
API for custom integration
Agile CRM
8.5
VanillaSoft

Security

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

Social CRM

Agile CRM
5.8
VanillaSoft
Social data
Agile CRM
5.8
VanillaSoft
Social engagement
Agile CRM
5.9
VanillaSoft

Integrations with 3rd-party Software

Agile CRM
7.7
VanillaSoft
Marketing automation
Agile CRM
7.8
VanillaSoft
Compensation management
Agile CRM
7.6
VanillaSoft

Platform

Agile CRM
8.0
VanillaSoft
Mobile access
Agile CRM
8.0
VanillaSoft

Preview Dialer

Agile CRM
VanillaSoft
8.6
Contact preview
Agile CRM
VanillaSoft
8.2
Dialer-CRM integration
Agile CRM
VanillaSoft
7.7
Call notes & tags
Agile CRM
VanillaSoft
8.8
Automatic call logging
Agile CRM
VanillaSoft
9.8

Core Dialer

Agile CRM
VanillaSoft
8.6
Outbound dialing
Agile CRM
VanillaSoft
9.0
Inbound routing
Agile CRM
VanillaSoft
8.0
Custom caller ID
Agile CRM
VanillaSoft
9.0
Click-to-call
Agile CRM
VanillaSoft
8.5
Recorded voicemail drop
Agile CRM
VanillaSoft
8.8
Dialer contact import
Agile CRM
VanillaSoft
8.2
Campaign & list management
Agile CRM
VanillaSoft
9.0

Call Follow-up and Quality Assurance

Agile CRM
VanillaSoft
9.0
Follow-up calls
Agile CRM
VanillaSoft
9.0
Dialer reporting & analytics
Agile CRM
VanillaSoft
9.0
Dialer compliance
Agile CRM
VanillaSoft
9.0

Pros

  • Easy to add new contacts whether manually or automatically as they fill in forms on site.
  • The banners feature is useful to flag important messages regarding certain users.
  • The email reporting is easy to see CTR open rate etc.
Victoria Hoete-Dodd profile photo
  • Allows for sorting of data flexibly and clearly whether importing or exporting lists.
  • Facilitates clean data collection (for example when prospects we call update their contact information).
  • Enables callers to make very personalized calls.
Sarah Van Sciver profile photo

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
  • Realtime synchronization from a master list of potential prospects to call with even more elastic ability to re-/assign them to specific call lists would be great.
  • Texting functionality could be better in terms of WYSIWYG and user experience.
  • The system for de-/activating profiles is a bit cumbersome at times, with lapsed phonathon callers' profiles becoming completely hidden from the admin side.
Sarah Van Sciver 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
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

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
Honestly we haven't looked or reviewed any of VanillaSoft's competitors - we have been so pleased with our overall relationship with them. Even though we are a small company - they always have made us feel like we matter and been very responsive to any issues with customers that we have brought to them.
Valie Robbins 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

  • 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
  • Been very positive - given us the capability to compete with larger firms by offering the similar functionality at a competitive price.
  • Allows us to give great feedback to our clients, which in turn allows us to make recommendations or changes real time to impact the success of their sales and marketing campaigns.
  • Clients love having the personal responsiveness they get from a smaller firm at a competitive price, versus a larger firm. Feel like we are always working to make them more successful.
Valie Robbins profile photo

Pricing Details

Agile CRM

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

VanillaSoft

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
VanillaSoft Editions & Modules
VanillaSoft
Edition
VanillaSoft Pro
$801
1. user
Additional Pricing Details
VanillaSoft offers several add-ons to use in conjunction with our base platforms including: Auto Dialing Call Recording VoIP SmartCaller ID SMS