What users are saying about
Top Rated
62 Ratings
5 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
5 Ratings
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Score 7.1 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

vCita

vCita is very well suited for managing communications with clients.
Josh Randall profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
vCita
8.0
Customer data management / contact management
Agile CRM
8.7
vCita
8.0
Workflow management
Agile CRM
7.4
vCita
8.0
Territory management
Agile CRM
6.8
vCita
Opportunity management
Agile CRM
8.0
vCita
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
vCita
Contract management
Agile CRM
7.6
vCita
Quote & order management
Agile CRM
6.6
vCita
Interaction tracking
Agile CRM
8.4
vCita
Channel / partner relationship management
Agile CRM
8.6
vCita

Customer Service & Support

Agile CRM
6.8
vCita
Case management
Agile CRM
7.0
vCita
Call center management
Agile CRM
6.4
vCita
Help desk management
Agile CRM
7.0
vCita

Marketing Automation

Agile CRM
8.5
vCita
8.0
Lead management
Agile CRM
8.6
vCita
Email marketing
Agile CRM
8.5
vCita
8.0

CRM Project Management

Agile CRM
6.7
vCita
9.0
Task management
Agile CRM
7.3
vCita
Billing and invoicing management
Agile CRM
5.7
vCita
10.0
Reporting
Agile CRM
7.0
vCita
8.0

CRM Reporting & Analytics

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

Customization

Agile CRM
7.9
vCita
3.7
Custom fields
Agile CRM
8.7
vCita
6.3
Custom objects
Agile CRM
7.8
vCita
Scripting environment
Agile CRM
6.6
vCita
API for custom integration
Agile CRM
8.6
vCita
1.0

Security

Agile CRM
8.0
vCita
7.0
Single sign-on capability
Agile CRM
8.3
vCita
Role-based user permissions
Agile CRM
7.6
vCita
7.0

Social CRM

Agile CRM
5.9
vCita
Social data
Agile CRM
5.8
vCita
Social engagement
Agile CRM
5.9
vCita

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
vCita
9.5
Mobile access
Agile CRM
8.0
vCita
9.5

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
  • Make it easy for clients to book the variety of services I offer.
  • They make it easy for me to adjust my schedule. I can add hours or block out times I'm away.
  • Make it easy to offer special promotions
MaryLee Trettenero profile photo

Cons

  • UI and UX - it's improving and it's 90% a joy to use. Some things are just really clunky with multiple windows opening (newsletter campaign management is a good example).
  • I have yet to see their approach to the new EU data protection regulation which would be a deal breaker and would entail us leaving them if their plans are not published soon. That said I think most tech companies are guilty of a lack of planning.
  • Ticketing feels poor compared to Zend Desk and Zoho Desk.
Jez John profile photo
  • They have a problem with the interface with Paypal. Dozens of clients have been kicked off the transaction, not completing their appointment requests even though they entered their credit card information. Another colleague has this same issue.
  • I go around this issue by not requiring that they provide payment at the time of the booking. I send them a manual invoice from Paypal. It adds extra time but I can't take the chance their appointments won't go through.
  • I have clients that receive confirmation notices that are not for the time that they booked. Sometimes, it has to do with time zones. It used to happen frequently when someone has a phone number registered in a different time zone. It hasn't happened in the past few months so they may have corrected this.
  • I can't change an appointment if the client made a mistake and booked the wrong type of service. The client has to cancel and rebook the appointment themselves. I should be able to do that once a client notifies me.
MaryLee Trettenero 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
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
I haven't tried other products yet.
MaryLee Trettenero 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
  • The software allows easier payments for my company
  • I wish the reporting were better but offers a basic overview of finances
  • The ability to track previous work is very important to me
Christopher Cater profile photo

Pricing Details

Agile CRM

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

vCita

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