What users are saying about

Agile CRM

Top Rated
59 Ratings

WORKetc

Top Rated
46 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

WORKetc

Top Rated
46 Ratings
Score 7.8 out of 101

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Likelihood to Recommend

Agile CRM

Agile CRM is well suited as a business tool bringing together sales and marketing in a comprehensive and intelligent way. It offers a friendly and user-friendly interface for those looking to integrate with other software products. It allows synchronization and organization of contacts and saves time by eliminating menial administrative tasks.
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WORKetc

If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
Melissa Bailey profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
WORKetc
7.9
Customer data management / contact management
Agile CRM
8.7
WORKetc
8.6
Workflow management
Agile CRM
7.4
WORKetc
8.1
Territory management
Agile CRM
6.7
WORKetc
Opportunity management
Agile CRM
8.0
WORKetc
7.9
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
WORKetc
8.0
Contract management
Agile CRM
7.5
WORKetc
7.3
Quote & order management
Agile CRM
6.5
WORKetc
8.0
Interaction tracking
Agile CRM
8.3
WORKetc
7.8
Channel / partner relationship management
Agile CRM
8.4
WORKetc
7.3

Customer Service & Support

Agile CRM
6.8
WORKetc
8.2
Case management
Agile CRM
7.0
WORKetc
8.9
Call center management
Agile CRM
6.4
WORKetc
7.3
Help desk management
Agile CRM
7.1
WORKetc
8.5

Marketing Automation

Agile CRM
8.5
WORKetc
7.2
Lead management
Agile CRM
8.6
WORKetc
7.6
Email marketing
Agile CRM
8.4
WORKetc
6.8

CRM Project Management

Agile CRM
6.6
WORKetc
8.2
Task management
Agile CRM
7.3
WORKetc
8.7
Billing and invoicing management
Agile CRM
5.6
WORKetc
8.0
Reporting
Agile CRM
7.1
WORKetc
7.8

CRM Reporting & Analytics

Agile CRM
6.8
WORKetc
7.3
Forecasting
Agile CRM
6.0
WORKetc
Pipeline visualization
Agile CRM
8.4
WORKetc
7.4
Customizable reports
Agile CRM
6.1
WORKetc
7.2

Customization

Agile CRM
7.8
WORKetc
8.0
Custom fields
Agile CRM
8.7
WORKetc
8.4
Custom objects
Agile CRM
7.7
WORKetc
8.2
Scripting environment
Agile CRM
6.5
WORKetc
API for custom integration
Agile CRM
8.5
WORKetc
7.4

Security

Agile CRM
7.9
WORKetc
9.0
Single sign-on capability
Agile CRM
8.3
WORKetc
9.1
Role-based user permissions
Agile CRM
7.5
WORKetc
8.8

Social CRM

Agile CRM
5.8
WORKetc
7.3
Social data
Agile CRM
5.8
WORKetc
7.3
Social engagement
Agile CRM
5.9
WORKetc

Integrations with 3rd-party Software

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

Platform

Agile CRM
8.0
WORKetc
7.5
Mobile access
Agile CRM
8.0
WORKetc
7.5

Pros

  • Integrated and cohesive one-stop-shop.
  • Website integration and intelligent click tracking.
  • Drag and drop sales process GUI.
Colin Butler profile photo
  • The project management functionality is done extremely well. They have a high level of integration with other platforms (e.g. Google Drive) that allows our company to seamlessly connect everything we do for a client from inception throughout contract term.
  • Support ticket functionality easily allows for ticket tracking, monitoring and assigning to specific customer service associates who are in charge of accounts. It has also created a detailed support history that we can use during our annual business reviews to showcase ROI of our online support.
  • The system also has the ability for pretty sophisticated tagging and, once you master this feature, you can pull very targeted user lists to assist with upselling and marketing campaigns as needed.
Melissa Bailey profile photo

Cons

  • While many aspects of the software are intuitive and simple to implement, much of the marketing automation functions assumed a level of technical familiarity that was beyond the average user. As soon as a tutorial tells me to get something from GitHub, I get the idea they're talking to a technician.
  • The help files, tutorials were of low quality and not always kept up to date with changes in layout of the software etc.
  • During the period we were using Agile CRM, I had to constantly trawl through their update logs and forum. This is because, as the name Agile suggests, the development and improvement of the software was constantly evolving in an organic fashion. But many of the developments were not relevant to us; majorly they were integrations with obscure apps that I would never use. But I had to understand 20 changes to locate the one that had some relevance to me.
Colin Butler profile photo
  • The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
  • One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
  • Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.
Ian Nicholson 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
WORKetc8.2
Based on 30 answers
Because they are solid. The only thing I want is integration with Zapier and an api to hook them to an external reporting system online.
Runy Calmera 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
WORKetc8.2
Based on 5 answers
They let you do your work.
Runy Calmera profile photo

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
WORKetc9.1
Based on 3 answers
It never let me down. The support team never let me down.
Runy Calmera 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
WORKetc8.2
Based on 4 answers
WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more
William Mullane profile photo

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
WORKetc8.2
Based on 5 answers
While I have not had much trouble at all with the product, the only time I have had questions, they were available and answered my question quickly and accurately.
Jonathan Hickman profile photo

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
WORKetc8.2
Based on 2 answers
They know their stuff. They listen to your use cases. They get back to you.
Runy Calmera 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
WORKetc9.1
Based on 2 answers
The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
Jonathan Hickman profile photo

Alternatives Considered

Agile CRM did most of what PipeDrive did, some of what Hubspot does, and a range of other stuff that I was starry eyed about at the outset. but I eventually concluded that a jack-of-all-trades was not what i was looking for. And while the support team tried, they didn't have English as their first language and weren't on my time zone so all those factors conspired to turn me off on the end.
Colin Butler profile photo
We don't use the CRM parts - only the Time & Billing - can't really comment!
Marc Korody 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
WORKetc8.2
Based on 2 answers
Everything is related. You can scale up your team rapidly.
Runy Calmera profile photo

Return on Investment

  • It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.
Colin Butler profile photo
  • To-do's with follow-up increase efficiency
  • Re-current charges (subscriptions) increase revenue by not missing revenue opportunities
  • We cant run the business with out a tool that converts tasks (to-do) to hours to bill able time... This does!
Marc Korody 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

WORKetc

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
WORKetc Editions & Modules
WORKetc
Edition
Starter Edition
$781
Team
$1952
Foundations
$3953
1. Per Month for up to 2 Users
2. Per month for up to 3 Users (Each extra user + $49/month)
3. Per month for up to 5 Users (Each extra user + $59/month)
Additional Pricing Details