What users are saying about
64 Ratings
64 Ratings
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Score 7.3 out of 101
2 Ratings
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Score 10 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

WinMan ERP Software

Winman ERP is well suited to our business and we have not felt the need to look further. The great strength for us is the MRP facility but each business is unique and must make it's own assessment. The accounting side just works - nothing to add here.
Cameron Read profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
WinMan ERP Software
Customer data management / contact management
Agile CRM
8.8
WinMan ERP Software
Workflow management
Agile CRM
7.4
WinMan ERP Software
Territory management
Agile CRM
6.8
WinMan ERP Software
Opportunity management
Agile CRM
8.0
WinMan ERP Software
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
WinMan ERP Software
Contract management
Agile CRM
7.7
WinMan ERP Software
Quote & order management
Agile CRM
6.7
WinMan ERP Software
Interaction tracking
Agile CRM
8.4
WinMan ERP Software
Channel / partner relationship management
Agile CRM
8.7
WinMan ERP Software

Customer Service & Support

Agile CRM
6.7
WinMan ERP Software
Case management
Agile CRM
6.9
WinMan ERP Software
Call center management
Agile CRM
6.4
WinMan ERP Software
Help desk management
Agile CRM
6.9
WinMan ERP Software

Marketing Automation

Agile CRM
8.5
WinMan ERP Software
Lead management
Agile CRM
8.5
WinMan ERP Software
Email marketing
Agile CRM
8.5
WinMan ERP Software

CRM Project Management

Agile CRM
6.8
WinMan ERP Software
Task management
Agile CRM
7.4
WinMan ERP Software
Billing and invoicing management
Agile CRM
5.9
WinMan ERP Software
Reporting
Agile CRM
7.0
WinMan ERP Software

CRM Reporting & Analytics

Agile CRM
6.9
WinMan ERP Software
Forecasting
Agile CRM
6.0
WinMan ERP Software
Pipeline visualization
Agile CRM
8.4
WinMan ERP Software
Customizable reports
Agile CRM
6.2
WinMan ERP Software

Customization

Agile CRM
8.0
WinMan ERP Software
Custom fields
Agile CRM
8.7
WinMan ERP Software
Custom objects
Agile CRM
7.8
WinMan ERP Software
Scripting environment
Agile CRM
6.8
WinMan ERP Software
API for custom integration
Agile CRM
8.6
WinMan ERP Software

Security

Agile CRM
8.0
WinMan ERP Software
10.0
Single sign-on capability
Agile CRM
8.4
WinMan ERP Software
10.0
Role-based user permissions
Agile CRM
7.6
WinMan ERP Software
10.0

Social CRM

Agile CRM
5.9
WinMan ERP Software
Social data
Agile CRM
5.9
WinMan ERP Software
Social engagement
Agile CRM
5.9
WinMan ERP Software

Integrations with 3rd-party Software

Agile CRM
8.0
WinMan ERP Software
Marketing automation
Agile CRM
7.9
WinMan ERP Software
Compensation management
Agile CRM
8.1
WinMan ERP Software

Platform

Agile CRM
8.1
WinMan ERP Software
Mobile access
Agile CRM
8.1
WinMan ERP Software

Reporting & Analytics

Agile CRM
WinMan ERP Software
9.0
Dashboards
Agile CRM
WinMan ERP Software
8.0
Custom reports
Agile CRM
WinMan ERP Software
10.0

General Ledger and Configurable Accounting

Agile CRM
WinMan ERP Software
10.0
Accounts payable
Agile CRM
WinMan ERP Software
10.0
Accounts receivable
Agile CRM
WinMan ERP Software
10.0

Inventory Management

Agile CRM
WinMan ERP Software
10.0
Inventory tracking
Agile CRM
WinMan ERP Software
10.0
Automatic reordering
Agile CRM
WinMan ERP Software
10.0
Location management
Agile CRM
WinMan ERP Software
10.0

Order Management

Agile CRM
WinMan ERP Software
10.0
Pricing
Agile CRM
WinMan ERP Software
10.0
Order entry
Agile CRM
WinMan ERP Software
10.0
Cost of goods sold
Agile CRM
WinMan ERP Software
10.0

Pros

  • Tracks all of our clients, prospects and sales pipeline
  • Manages inbound leads and marketing automation
  • Acts as a bulk email system for messages and e-newsletters
Jez John profile photo
  • MRP - our inventory forecasting is done within Winman using the MRP facility. This allows us to place timely orders with our suppliers.
  • Inventory transfers and value uplifts (to reflect actual landed cost) are simply catered for and fully integrated into the accounting system.
  • Integration with our website ensures that accurate data flows throughout the whole process.
Cameron Read profile photo

Cons

  • While many aspects of the software are intuitive and simple to implement, much of the marketing automation functions assumed a level of technical familiarity that was beyond the average user. As soon as a tutorial tells me to get something from GitHub, I get the idea they're talking to a technician.
  • The help files, tutorials were of low quality and not always kept up to date with changes in layout of the software etc.
  • During the period we were using Agile CRM, I had to constantly trawl through their update logs and forum. This is because, as the name Agile suggests, the development and improvement of the software was constantly evolving in an organic fashion. But many of the developments were not relevant to us; majorly they were integrations with obscure apps that I would never use. But I had to understand 20 changes to locate the one that had some relevance to me.
Colin Butler profile photo
  • Having used Winman ERP for a long time now it fully suits our needs.
Cameron Read 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 CRM5.5
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
WinMan ERP Software10.0
Based on 1 answer
My few queries are answered promptly.
Cameron Read 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
WinMan ERP Software10.0
Based on 1 answer
As with any business project, a clear plan with clearly defined outcomes is key.
Cameron Read profile photo

Alternatives Considered

Agile CRM is much less expensive than Salesforce. It might not have all the potential of those thousands of add-ons, but for those who have basic needs – and the need to customize to some extent, it more than delivers.Agile CRM has more advanced features, particularly around marketing automation, and hub spot does. While hub spot is free for the CRM element, using the other tools that come standard and agile CRM raises your cost considerably.Outlook for business just isn't organized in a friendly enough way for you to see who you know and to keep things current.
Mike Wittenstein profile photo
Having used Winman ERP for many years through various iterations we have not felt the need to look elsewhere
Cameron Read 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 key thing is to be able to do more with less people, removing as much repetitive work as possible.
  • More automation allows us to grow the business whilst being able to concentrate on core competencies that cannot be automated such as product development, branding and marketing.
  • Inventory planning is simplified through the use of MRP. Top level skus are readily converted into POs for timely component procurement which means we have the best opportunity to fill sales orders.
Cameron Read profile photo

Pricing Details

Agile CRM

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

WinMan ERP Software

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