What users are saying about

Agile CRM

Top Rated
59 Ratings

Workamajig

13 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Workamajig

13 Ratings
Score 6.3 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.
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Workamajig

This is a good piece of software for mid-size companies looking for a project management system to streamline the back end of projects.
Casey Gold profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Workamajig
Customer data management / contact management
Agile CRM
8.7
Workamajig
Workflow management
Agile CRM
7.4
Workamajig
Territory management
Agile CRM
6.6
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
7.5
Workamajig
Quote & order management
Agile CRM
6.5
Workamajig
Interaction tracking
Agile CRM
8.3
Workamajig
Channel / partner relationship management
Agile CRM
8.4
Workamajig

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

Agile CRM
5.8
Workamajig
Social data
Agile CRM
5.8
Workamajig
Social engagement
Agile CRM
5.9
Workamajig

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
Workamajig
Mobile access
Agile CRM
8.0
Workamajig

Project Management

Agile CRM
Workamajig
6.2
Task Management
Agile CRM
Workamajig
8.6
Resource Management
Agile CRM
Workamajig
7.9
Gantt Charts
Agile CRM
Workamajig
3.3
Scheduling
Agile CRM
Workamajig
7.5
Workflow Automation
Agile CRM
Workamajig
7.1
Team Collaboration
Agile CRM
Workamajig
7.6
Support for Agile Methodology
Agile CRM
Workamajig
6.6
Support for Waterfall Methodology
Agile CRM
Workamajig
6.6
Document Management
Agile CRM
Workamajig
5.5
Email integration
Agile CRM
Workamajig
4.6
Mobile Access
Agile CRM
Workamajig
1.0
Timesheet Tracking
Agile CRM
Workamajig
7.1
Change request and Case Management
Agile CRM
Workamajig
6.1
Budget and Expense Management
Agile CRM
Workamajig
7.1

Professional Services Automation

Agile CRM
Workamajig
5.2
Quotes/estimates
Agile CRM
Workamajig
7.2
Invoicing
Agile CRM
Workamajig
3.4
Project & financial reporting
Agile CRM
Workamajig
2.3
Integration with accounting software
Agile CRM
Workamajig
8.0

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
  • Customization of the software with a team of people to update/change to each customer's needs
  • Has the ability to be a robust system with different add-ons
  • The program can be learned quickly
Casey Gold 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
  • 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 CRM5.9
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
Daylite is not as robust of a program but their mobile options are far superior and are best for smaller companies
Casey Gold 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

  • Very positive ROI, handles lead and event management really well.
  • Keeps the whole team on the same page.
Jez John 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