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Top Rated
62 Ratings
3 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101
3 Ratings
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Score 8.5 out of 101

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Likelihood to Recommend

Agile CRM

If you're looking for a fully functional CRM that is easy to use on practically any device while reducing your dependence on multiple programs (deal reporting, contact center, service tickets, marketing automation) then you should consider agile CRM. If you are a do-it-yourselfer, the agile CRM support team is excellent in getting you going – and keeping you going. The responses are quick, on point, and very helpful.Agile CRM isn't wonderful at updating groups of records (unless you're facile with database imports and exports). For example, selecting 500 records and switching tags could be a much simpler process…
Mike Wittenstein profile photo

WorkBook

For project companies with management needs and normally companies with more than 5-10 employees. For all project companies within marketing, architecture, audit, it supports, engineers and other professional services
Frants E. Moraitis profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
WorkBook
Customer data management / contact management
Agile CRM
8.7
WorkBook
Workflow management
Agile CRM
7.4
WorkBook
Territory management
Agile CRM
6.7
WorkBook
Opportunity management
Agile CRM
8.0
WorkBook
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
WorkBook
Contract management
Agile CRM
7.6
WorkBook
Quote & order management
Agile CRM
6.6
WorkBook
Interaction tracking
Agile CRM
8.4
WorkBook
Channel / partner relationship management
Agile CRM
8.6
WorkBook

Customer Service & Support

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

Marketing Automation

Agile CRM
8.5
WorkBook
Lead management
Agile CRM
8.6
WorkBook
Email marketing
Agile CRM
8.5
WorkBook

CRM Project Management

Agile CRM
6.7
WorkBook
Task management
Agile CRM
7.3
WorkBook
Billing and invoicing management
Agile CRM
5.7
WorkBook
Reporting
Agile CRM
7.0
WorkBook

CRM Reporting & Analytics

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

Customization

Agile CRM
7.9
WorkBook
Custom fields
Agile CRM
8.7
WorkBook
Custom objects
Agile CRM
7.8
WorkBook
Scripting environment
Agile CRM
6.6
WorkBook
API for custom integration
Agile CRM
8.6
WorkBook

Security

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

Social CRM

Agile CRM
5.9
WorkBook
Social data
Agile CRM
5.8
WorkBook
Social engagement
Agile CRM
5.9
WorkBook

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
WorkBook
Mobile access
Agile CRM
8.0
WorkBook

Project Management

Agile CRM
WorkBook
9.4
Task Management
Agile CRM
WorkBook
10.0
Resource Management
Agile CRM
WorkBook
10.0
Gantt Charts
Agile CRM
WorkBook
10.0
Scheduling
Agile CRM
WorkBook
9.0
Workflow Automation
Agile CRM
WorkBook
9.0
Team Collaboration
Agile CRM
WorkBook
9.0
Support for Agile Methodology
Agile CRM
WorkBook
10.0
Support for Waterfall Methodology
Agile CRM
WorkBook
10.0
Document Management
Agile CRM
WorkBook
9.0
Email integration
Agile CRM
WorkBook
9.0
Mobile Access
Agile CRM
WorkBook
8.0
Timesheet Tracking
Agile CRM
WorkBook
10.0
Change request and Case Management
Agile CRM
WorkBook
10.0
Budget and Expense Management
Agile CRM
WorkBook
8.0

Professional Services Automation

Agile CRM
WorkBook
9.5
Quotes/estimates
Agile CRM
WorkBook
10.0
Invoicing
Agile CRM
WorkBook
9.0
Project & financial reporting
Agile CRM
WorkBook
9.0
Integration with accounting software
Agile CRM
WorkBook
10.0

Pros

  • Tagging clients and sending out emails to groups. It beats any e-mail server by a mile.
  • Good integration with gmail so that my clients are being auto-imported whenever I send an email from my ordinary email server.
  • Great simple website integration with forms, landing pages, lead behavior capturing etc. - you really get a lot of functionality for your money.
Vilhelm Kruse profile photo
  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis profile photo

Cons

  • The newsletter part is a bit clunky compared to dedicated services like MailChimp or Aweber. It's just not very streamlined and logical.
  • There needs to be more flexibility in importing contacts. Currently, you can only import if you have an email and a name which obviously a lot of systems don't. It makes manipulating data by importing very difficult and the 'having to have a first name' is not even consistent with the system itself.
  • The iPhone/Android app is not quite doing it for me - very hard to navigate currently.
Vilhelm Kruse profile photo
  • Lot of options - Demands training of the users before they can use if fully
Frants E. Moraitis 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

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
Timelog, e-conomic project module and podio
Frants E. Moraitis 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
  • Faster month end finance closing
  • Stronger control of project contribution margin
  • Higher quality of our project management
  • 1 system for CRM, finance and project management gives a higher workflow quality
Frants E. Moraitis profile photo

Screenshots

Pricing Details

Agile CRM

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

WorkBook

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*
1.  per month
Additional Pricing Details
BASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.