What users are saying about
64 Ratings
14 Ratings
64 Ratings
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Score 7.3 out of 101
14 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

Workamajig

I think this holds true to almost any CRM, but if you want to truly utilize it you sort of need to go all in. This can become tough with WMJ because it doesn't offer some critical options that many other CRMs do, like the ability to create and send emails, e-newsletters, to throttle and invite outside clients to look at projects, etc. As such we're pairing Workamajig with Hubspot (and slowly phasing out Mailchimp) and trying to keep the data clean and flowing between them all is pretty tough. I'm also not aware of any API bridge from Wordpress to Workamajig so while I can program and feed my leads from my site into the other spaces, Workamajig remains a manual entry for any insertions you want, even if simply as a CSV import.
But - if you're not worried about that and simply want to manage projects, budget time, and scope things, it's a robust system allowing you to do so.
No photo available

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Agile CRM
6.7
Workamajig
Case management
Agile CRM
6.9
Workamajig
Call center management
Agile CRM
6.4
Workamajig
Help desk management
Agile CRM
6.9
Workamajig

Marketing Automation

Agile CRM
8.5
Workamajig
Lead management
Agile CRM
8.5
Workamajig
Email marketing
Agile CRM
8.5
Workamajig

CRM Project Management

Agile CRM
6.8
Workamajig
Task management
Agile CRM
7.4
Workamajig
Billing and invoicing management
Agile CRM
5.9
Workamajig
Reporting
Agile CRM
7.0
Workamajig

CRM Reporting & Analytics

Agile CRM
6.9
Workamajig
Forecasting
Agile CRM
6.0
Workamajig
Pipeline visualization
Agile CRM
8.4
Workamajig
Customizable reports
Agile CRM
6.2
Workamajig

Customization

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

Security

Agile CRM
8.0
Workamajig
Single sign-on capability
Agile CRM
8.4
Workamajig
Role-based user permissions
Agile CRM
7.6
Workamajig

Social CRM

Agile CRM
5.9
Workamajig
Social data
Agile CRM
5.9
Workamajig
Social engagement
Agile CRM
5.9
Workamajig

Integrations with 3rd-party Software

Agile CRM
8.0
Workamajig
Marketing automation
Agile CRM
7.9
Workamajig
Compensation management
Agile CRM
8.2
Workamajig

Platform

Agile CRM
8.1
Workamajig
Mobile access
Agile CRM
8.1
Workamajig

Project Management

Agile CRM
Workamajig
7.1
Task Management
Agile CRM
Workamajig
8.3
Resource Management
Agile CRM
Workamajig
9.3
Gantt Charts
Agile CRM
Workamajig
3.2
Scheduling
Agile CRM
Workamajig
7.5
Workflow Automation
Agile CRM
Workamajig
6.2
Team Collaboration
Agile CRM
Workamajig
9.2
Support for Agile Methodology
Agile CRM
Workamajig
6.7
Support for Waterfall Methodology
Agile CRM
Workamajig
6.7
Document Management
Agile CRM
Workamajig
8.5
Email integration
Agile CRM
Workamajig
6.0
Mobile Access
Agile CRM
Workamajig
7.0
Timesheet Tracking
Agile CRM
Workamajig
7.4
Change request and Case Management
Agile CRM
Workamajig
6.1
Budget and Expense Management
Agile CRM
Workamajig
8.0

Professional Services Automation

Agile CRM
Workamajig
8.0
Quotes/estimates
Agile CRM
Workamajig
8.8
Invoicing
Agile CRM
Workamajig
6.6
Project & financial reporting
Agile CRM
Workamajig
8.5
Integration with accounting software
Agile CRM
Workamajig
8.0

Pros

  • Intuitive and provides a great user experience through its simple web design; takes no time to set-up and jump right in.
  • Offers integrations with multiple other software platforms to provide a flexible and inclusive business tool.
  • One of the best options available at this price point; plans available to add more features to adjust to your business needs.
No photo available
  • The Platinum version has a particularly robust time tracking system, down to a 'timer' function that can be critical for an agency like mine where you want to be accountable for billing a client arruately
  • The ability to make projects available only to those who are permitted to assign their time to it has apparently been very helpful during our revenue reconciliation meetings where time incurred is reviewed against scope
  • The mobile app, while I still feel needs some work, is pretty handy for a quick calendar check if I'm in a client meeting and cannot utilize my browser to get information
No photo available

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
  • The interface isn't as intuitive as I would like, i.e. double clicking doesn't open a work order, you need to highlight then go to the menu and select jump to project
  • Mobile support is practically non existent. in my position i'm constantly on the go and being able to use a mobile app to check project statuses
Eric Kammer 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
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
Personally WMJ is my least favorite project management program of those I've used in jobs past, but it was not my decision to use it and I believe our company has been utilizing it for many, many years. To be fair and put this in perspective, my interactions with WMJ probably only are utilizing about 25% of it's full features, and those are primarily for job assignment, time tracking, and setting scope of work. I do not have extensive experience with any of the rest of its many features as say, a project manager would. However for my uses, I often find the system cumbersome and while Platinum is a HUGE improvement on the GUI, there's still a lot of features I'd like to see, down to addressing various types of permissions to help facilitate the people who are doing the work that is being tracked in the system.
I think it's heavily geared toward the project management side of things which is great, but it can be cumbersome for the channels creating the work.
No photo available

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

  • Ease of mind and less stress in the daily work of following up with clients and cases
  • Good starting point for understanding my needs.
  • I can't excuse myself by saying I don't have access to a platform that 'does that, 'because Agile CRM probably does that. (there is a ton of features)
Vilhelm Kruse profile photo
  • Projects get done in a more timely manner
  • Gaps in workflow are easy to identify making the team more productive
  • Changes in staff can result in projects getting lost in the system.
Eric Kammer profile photo

Pricing Details

Agile CRM

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

Workamajig

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