What users are saying about
Top Rated
61 Ratings
Top Rated
28 Ratings
Top Rated
61 Ratings
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Score 7.3 out of 101
Top Rated
28 Ratings
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Score 8.6 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

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Workbooks
7.7
Customer data management / contact management
Agile CRM
8.7
Workbooks
8.5
Workflow management
Agile CRM
7.4
Workbooks
8.2
Territory management
Agile CRM
6.7
Workbooks
7.7
Opportunity management
Agile CRM
8.0
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Workbooks
6.3
Contract management
Agile CRM
7.6
Workbooks
7.2
Quote & order management
Agile CRM
6.6
Workbooks
7.6
Interaction tracking
Agile CRM
8.4
Workbooks
6.4
Channel / partner relationship management
Agile CRM
8.6
Workbooks
8.4

Customer Service & Support

Agile CRM
6.8
Workbooks
6.3
Case management
Agile CRM
7.0
Workbooks
6.2
Call center management
Agile CRM
6.4
Workbooks
6.8
Help desk management
Agile CRM
7.0
Workbooks
5.8

Marketing Automation

Agile CRM
8.5
Workbooks
7.3
Lead management
Agile CRM
8.6
Workbooks
8.0
Email marketing
Agile CRM
8.5
Workbooks
6.6

CRM Project Management

Agile CRM
6.7
Workbooks
7.5
Task management
Agile CRM
7.3
Workbooks
7.7
Billing and invoicing management
Agile CRM
5.7
Workbooks
6.8
Reporting
Agile CRM
7.0
Workbooks
7.8

CRM Reporting & Analytics

Agile CRM
6.8
Workbooks
8.6
Forecasting
Agile CRM
6.0
Workbooks
8.2
Pipeline visualization
Agile CRM
8.4
Workbooks
8.8
Customizable reports
Agile CRM
6.1
Workbooks
8.8

Customization

Agile CRM
7.9
Workbooks
7.8
Custom fields
Agile CRM
8.7
Workbooks
8.4
Custom objects
Agile CRM
7.8
Workbooks
7.6
Scripting environment
Agile CRM
6.6
Workbooks
7.5
API for custom integration
Agile CRM
8.6
Workbooks
7.5

Security

Agile CRM
8.0
Workbooks
7.5
Single sign-on capability
Agile CRM
8.3
Workbooks
7.0
Role-based user permissions
Agile CRM
7.6
Workbooks
8.0

Social CRM

Agile CRM
5.9
Workbooks
6.6
Social data
Agile CRM
5.8
Workbooks
6.0
Social engagement
Agile CRM
5.9
Workbooks
7.3

Integrations with 3rd-party Software

Agile CRM
7.9
Workbooks
6.8
Marketing automation
Agile CRM
7.8
Workbooks
6.7
Compensation management
Agile CRM
7.9
Workbooks
7.0

Platform

Agile CRM
8.0
Workbooks
4.3
Mobile access
Agile CRM
8.0
Workbooks
4.3

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
  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood profile photo

Cons

  • If a lead is marked as "hard bounce", meaning that a sent email bounced, the system will not send any more emails to that lead. The only way to fix this is to delete the lead and add it again. This results in losing all history from the lead.
Steven Davis profile photo
  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder 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
Workbooks8.5
Based on 7 answers
Workbooks has become a very valuable part of the organization and we are able to manage our customer base remotely.
No photo available

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
Workbooks7.3
Based on 1 answer
No answer on this topic is available.

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
Workbooks9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman profile photo

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
Workbooks8.2
Based on 1 answer
No answer on this topic is available.

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
Workbooks6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA profile photo

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
I've only used SugarCRM, Workbooks is a much more sophisticated product. A huge step in the right direction and the company are much better organized now, all across the board. The reporting, lead and support management are much more reliable for our business. We can do a lot more with Workbooks including the API's.
Michael Carey 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
  • Complete client profiling
  • Greater opportunity visibility acrioss the practice
  • Effective campaign management
No photo available

Pricing Details

Agile CRM

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

Workbooks

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Workbooks Editions & Modules
Workbooks
Edition
Workbooks CRM Edition
$301
Workbooks Business Edition
$701
1. per user/per month
Additional Pricing Details