What users are saying about
65 Ratings
37 Ratings
65 Ratings
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Score 7.3 out of 101
37 Ratings
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Score 8.5 out of 101

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Likelihood to Recommend

Agile CRM

This is an affordable platform. If they can work out the kinks to get it to work properly and of their service to respond to more complex issues, It'll have the product that competes directly with Salesforce.
Steven Davis profile photo

Zendesk Sell

I think that for a company that creates any sales and needs to house their client information, the Base is perfect. The price of the program makes it completely worth the investment. And to be able to use customizations makes it possible for any business that does sales use Base for their orders.I would say for companies that use legal contracts or binding contracts for their business, Base may be too simple for their needs. We work in tandem with a company that always has contracts going back and forth, and the build out of the customizations here weren't really going to work for them.
bryan robison profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
8.0
Zendesk Sell
8.2
Customer data management / contact management
Agile CRM
8.8
Zendesk Sell
8.7
Workflow management
Agile CRM
7.7
Zendesk Sell
7.0
Territory management
Agile CRM
7.5
Zendesk Sell
7.5
Opportunity management
Agile CRM
8.2
Zendesk Sell
9.2
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.5
Zendesk Sell
8.6
Contract management
Agile CRM
7.8
Zendesk Sell
8.3
Quote & order management
Agile CRM
7.0
Zendesk Sell
8.0
Interaction tracking
Agile CRM
8.2
Zendesk Sell
8.9
Channel / partner relationship management
Agile CRM
8.9
Zendesk Sell
7.9

Customer Service & Support

Agile CRM
7.1
Zendesk Sell
7.1
Case management
Agile CRM
7.2
Zendesk Sell
7.6
Call center management
Agile CRM
6.8
Zendesk Sell
6.9
Help desk management
Agile CRM
7.2
Zendesk Sell
6.8

Marketing Automation

Agile CRM
8.5
Zendesk Sell
7.7
Lead management
Agile CRM
8.6
Zendesk Sell
8.3
Email marketing
Agile CRM
8.5
Zendesk Sell
7.2

CRM Project Management

Agile CRM
7.3
Zendesk Sell
7.7
Task management
Agile CRM
7.7
Zendesk Sell
7.8
Billing and invoicing management
Agile CRM
6.9
Zendesk Sell
7.0
Reporting
Agile CRM
7.3
Zendesk Sell
8.3

CRM Reporting & Analytics

Agile CRM
7.2
Zendesk Sell
8.6
Forecasting
Agile CRM
6.6
Zendesk Sell
8.1
Pipeline visualization
Agile CRM
8.3
Zendesk Sell
9.0
Customizable reports
Agile CRM
6.6
Zendesk Sell
8.7

Customization

Agile CRM
8.2
Zendesk Sell
8.5
Custom fields
Agile CRM
8.7
Zendesk Sell
9.1
Custom objects
Agile CRM
7.9
Zendesk Sell
8.3
Scripting environment
Agile CRM
7.9
Zendesk Sell
8.8
API for custom integration
Agile CRM
8.4
Zendesk Sell
7.8

Security

Agile CRM
8.1
Zendesk Sell
9.3
Single sign-on capability
Agile CRM
8.3
Zendesk Sell
9.4
Role-based user permissions
Agile CRM
7.9
Zendesk Sell
9.2

Social CRM

Agile CRM
6.4
Zendesk Sell
7.4
Social data
Agile CRM
6.5
Zendesk Sell
7.8
Social engagement
Agile CRM
6.3
Zendesk Sell
7.0

Integrations with 3rd-party Software

Agile CRM
8.1
Zendesk Sell
6.4
Marketing automation
Agile CRM
8.1
Zendesk Sell
6.8
Compensation management
Agile CRM
8.2
Zendesk Sell
6.0

Platform

Agile CRM
8.2
Zendesk Sell
9.4
Mobile access
Agile CRM
8.2
Zendesk Sell
9.4

Pros

  • Tracks all of our clients, prospects and sales pipeline
  • Manages inbound leads and marketing automation
  • Acts as a bulk email system for messages and e-newsletters
Jez John profile photo
  • Integrates well with FullContact, Slack via Zapier, and Gmail and google calendar.
  • Excellent mobile app for iPhone lets salespeople have data at their fingertips and enter notes at conferences, in elevators, wherever.
  • Does all the basic things a salesperson needs to be productive, contacts capture, deal capture, documents, smart linking of contacts to deals, and nice reminder features.
Matt Meinel 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
  • Tags don't always save on the opportunity/lead
  • No way to make fields mandatory without partner support
  • Mobile app should have default to set to calls over VoIP
Ali Nisar 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
Zendesk Sell3.0
Based on 1 answer
We have moved on to a more robust option of CMS.
Jeremy Doyle 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
Zendesk Sell7.0
Based on 1 answer
It really is easy to use, but just not enough behind it.
Jeremy Doyle 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
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 CRM5.4
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
Zendesk Sell6.0
Based on 1 answer
The support team is good, but not great.
Jeremy Doyle 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
Zendesk Sell7.0
Based on 1 answer
This product has a great backing of users, but needs more options direct from Base CRM on all operations of the software. YouTube videos do a great job of helping implement, and the back end support is a great help as well. The CRM is a great free option, and should be treated as such.
Jeremy Doyle 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
Zendesk Sell8.0
Based on 1 answer
Simple, and straight forward.
Jeremy Doyle 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
I have used Base CRM for 3 years now and I haven't looked back. Compared to Salesforce, Base is significantly more functional and intuitive
Thomas Henderson 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
  • Increased Both Topline & Bottomline Revenue
  • Better time management on sales opportunities
  • Saved costs compared to other more expensive CRM software
Ali Nisar profile photo

Pricing Details

Agile CRM

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

Zendesk Sell

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details