What users are saying about
65 Ratings
28 Ratings
65 Ratings
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Score 7.3 out of 101
28 Ratings
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Score 8.6 out of 101

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Likelihood to Recommend

Agile CRM

It meets the requirements of the customer relationship management system as it has the advantages below over other systems. It's easy to use and navigate. It's easy to setup. It has easy admin navigation for better prospects. The quality of support is immensely appreciated as the support team provides quick resolutions. It makes it easy to do business with other stakeholders. It could improve on its integration with other systems.
Rajat Sharma profile photo

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
8.0
Workbooks
7.7
Customer data management / contact management
Agile CRM
8.8
Workbooks
8.5
Workflow management
Agile CRM
7.7
Workbooks
8.2
Territory management
Agile CRM
7.5
Workbooks
7.7
Opportunity management
Agile CRM
8.2
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.5
Workbooks
6.3
Contract management
Agile CRM
7.8
Workbooks
7.2
Quote & order management
Agile CRM
7.0
Workbooks
7.6
Interaction tracking
Agile CRM
8.2
Workbooks
6.4
Channel / partner relationship management
Agile CRM
8.9
Workbooks
8.4

Customer Service & Support

Agile CRM
7.1
Workbooks
6.3
Case management
Agile CRM
7.2
Workbooks
6.2
Call center management
Agile CRM
6.8
Workbooks
6.8
Help desk management
Agile CRM
7.2
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
7.3
Workbooks
7.5
Task management
Agile CRM
7.7
Workbooks
7.7
Billing and invoicing management
Agile CRM
6.9
Workbooks
6.8
Reporting
Agile CRM
7.3
Workbooks
7.8

CRM Reporting & Analytics

Agile CRM
7.2
Workbooks
8.6
Forecasting
Agile CRM
6.6
Workbooks
8.2
Pipeline visualization
Agile CRM
8.3
Workbooks
8.8
Customizable reports
Agile CRM
6.6
Workbooks
8.8

Customization

Agile CRM
8.2
Workbooks
7.8
Custom fields
Agile CRM
8.7
Workbooks
8.4
Custom objects
Agile CRM
7.9
Workbooks
7.6
Scripting environment
Agile CRM
7.9
Workbooks
7.5
API for custom integration
Agile CRM
8.4
Workbooks
7.5

Security

Agile CRM
8.1
Workbooks
7.5
Single sign-on capability
Agile CRM
8.3
Workbooks
7.0
Role-based user permissions
Agile CRM
7.9
Workbooks
8.0

Social CRM

Agile CRM
6.4
Workbooks
6.6
Social data
Agile CRM
6.5
Workbooks
6.0
Social engagement
Agile CRM
6.3
Workbooks
7.3

Integrations with 3rd-party Software

Agile CRM
8.1
Workbooks
6.8
Marketing automation
Agile CRM
8.1
Workbooks
6.7
Compensation management
Agile CRM
8.2
Workbooks
7.0

Platform

Agile CRM
8.2
Workbooks
4.3
Mobile access
Agile CRM
8.2
Workbooks
4.3

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
  • Order tracking
  • APIs for invoicing scripts
  • User management
Adam Grieve profile photo

Cons

  • Reporting is lacking.
  • The more features needed, the pricier the plan.
  • Testing options are lacking.
No photo available
  • I'd like to see the multi currency handled better. If I want to see a view that contains customer finance data from multiple regions, I can't see a total in GBP unless I create a report.
  • We found it difficult to manage support cases in Workbooks and the support team has had to move to another platform. Maybe looking at what ZenDesk is doing would be a good next step here.
  • I'd like to see a way of adding multiple contacts to a lead record. At the moment, every person has to have their own record as there's only space for one person and that means multiple records for one company.
Dianne Moralee 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
Put simply, we are happy with the product.
James Gray profile photo

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 CRM5.4
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

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
Stacks up well against private sector CRM, membership MRM and fundraising management systems - We needed functionality only normally seen within one or another of these system types and we chose Workbooks due to the comprehensive nature of what it can do, ease of use, flexibility and competitive pricing
Brendan Harris, MBA 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
  • Single data set enabling more scope for data analysis across the organisation.
  • 100% satisfied staff uptake.
  • Enabled increases in income from multiple income streams.
Brendan Harris, MBA profile photo

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