What users are saying about

Agile CRM

Top Rated
59 Ratings

Zoho CRM

311 Ratings

Agile CRM

Top Rated
59 Ratings
Score 7.3 out of 101

Zoho CRM

311 Ratings
Score 7.7 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.
No photo available

Zoho CRM

Zoho CRM is a great CRM for organizations of all sizes. It's best used as a tool to organize and communicate with clients and prospective clients. Our sales staff uses it on a daily basis to continuously keep notes on their communication with clients during the sales process.At times, it feels like Zoho CRM is trying to offer too much and it can be overwhelming if trying to use all features and capabilities. It's better to focus on a handful of features and get your organization using those features on a consistent basis than trying to incorporate everything that Zoho can do
Adam Montgomery profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.8
Zoho CRM
8.1
Customer data management / contact management
Agile CRM
8.7
Zoho CRM
8.3
Workflow management
Agile CRM
7.4
Zoho CRM
8.0
Territory management
Agile CRM
6.6
Zoho CRM
7.9
Opportunity management
Agile CRM
8.0
Zoho CRM
8.3
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Zoho CRM
7.7
Contract management
Agile CRM
7.5
Zoho CRM
8.3
Quote & order management
Agile CRM
6.5
Zoho CRM
7.9
Interaction tracking
Agile CRM
8.3
Zoho CRM
8.4
Channel / partner relationship management
Agile CRM
8.4
Zoho CRM
8.2

Customer Service & Support

Agile CRM
6.8
Zoho CRM
6.9
Case management
Agile CRM
7.0
Zoho CRM
6.8
Call center management
Agile CRM
6.4
Zoho CRM
7.1
Help desk management
Agile CRM
7.1
Zoho CRM
6.8

Marketing Automation

Agile CRM
8.5
Zoho CRM
7.6
Lead management
Agile CRM
8.6
Zoho CRM
7.8
Email marketing
Agile CRM
8.4
Zoho CRM
7.4

CRM Project Management

Agile CRM
6.6
Zoho CRM
7.8
Task management
Agile CRM
7.3
Zoho CRM
7.9
Billing and invoicing management
Agile CRM
5.6
Zoho CRM
7.4
Reporting
Agile CRM
7.1
Zoho CRM
8.0

CRM Reporting & Analytics

Agile CRM
6.8
Zoho CRM
8.0
Forecasting
Agile CRM
6.0
Zoho CRM
7.9
Pipeline visualization
Agile CRM
8.4
Zoho CRM
8.1
Customizable reports
Agile CRM
6.1
Zoho CRM
8.1

Customization

Agile CRM
7.8
Zoho CRM
8.0
Custom fields
Agile CRM
8.7
Zoho CRM
8.0
Custom objects
Agile CRM
7.7
Zoho CRM
7.6
Scripting environment
Agile CRM
6.5
Zoho CRM
8.1
API for custom integration
Agile CRM
8.5
Zoho CRM
8.1

Security

Agile CRM
7.9
Zoho CRM
8.6
Single sign-on capability
Agile CRM
8.3
Zoho CRM
8.9
Role-based user permissions
Agile CRM
7.5
Zoho CRM
8.3

Social CRM

Agile CRM
5.8
Zoho CRM
7.7
Social data
Agile CRM
5.8
Zoho CRM
7.7
Social engagement
Agile CRM
5.9
Zoho CRM
7.7

Integrations with 3rd-party Software

Agile CRM
7.7
Zoho CRM
7.1
Marketing automation
Agile CRM
7.8
Zoho CRM
7.2
Compensation management
Agile CRM
7.6
Zoho CRM
7.1

Platform

Agile CRM
8.0
Zoho CRM
7.6
Mobile access
Agile CRM
8.0
Zoho CRM
7.6

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
  • Track Sales Pipeline, as with all sales pipeline software it tracks the potential deals very well, but the customization that ZOHO CRM allows you to fine tune the software to fit your needs.
  • Cost- By signing up for ZOHO ONE, CRM is included and if you use multiple ZOHO Products, they are probably included at no additional charge.
  • Sync Data- Zoho CRM works very well with all of the other ZOHO products, so duplicate entry is not needed.
Scott French profile photo

Cons

  • Reporting is lacking.
  • The more features needed, the pricier the plan.
  • Testing options are lacking.
No photo available
  • The software sometimes doesn't work fast enough
  • User Interface could be better
  • Would be great to have more customizable reports
No photo available

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
Zoho CRM7.6
Based on 19 answers
As stated in my earlier comments, this is an end to end tracking tool that integrates with common platforms. There is a lot of room for growth in their calendaring and integration, but it's obvious that they are working on it. For the price, I would give this a 10 on functionality. If I had to rate this on service, I would give it a 0. Their support process is embarrassing. If you have the time to muddle through the dead ends associated with a new and dynamic platform, then go ahead. If you want to get even the most basic level of support, then go somewhere else.
Ajay Gupta 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
Zoho CRM7.8
Based on 3 answers
Zoho CRM is extremely intuitive and allows users complete visibility of sales data through reports/analytics. The platform has wide native integration with other cloud-based business solutions. But, it's fairly simple to write scripts with their publicly available API.
No photo 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
Zoho CRM9.0
Based on 1 answer
No answer on this topic is available.

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
Zoho CRM9.0
Based on 1 answer
No answer on this topic is available.

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
Zoho CRM4.0
Based on 4 answers
Horrible experience. They should send regular apologies and refunds to all existing customers.
Ajay Gupta 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
Zoho CRM8.2
Based on 2 answers
Training was basic, and didn't really cover more advanced aspects of using the product.
No photo available

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
Zoho CRM8.0
Based on 4 answers
The CRM is only as good as the data you put into it. Spend the time up-front to clean up your old data sources prior to importing them into Zoho
Ron Sherwood profile photo

Alternatives Considered

I trialed a number of other CRMs much to the disgust of my colleagues!
  • Pipedrive was great but more sales focussed and heavy on Javascript so felt slow at times
  • OnePageCRM was good but no sales automation when we tried it
  • Highrise - wanted to love it but too basic and even though we had a free license bundled with Basecamp we didn't use it.
  • Capsule was good but basic
  • Salesforce was too complicated to learn
  • Infusionsoft and Hubspot were too hard sell (Hubspot wanted a 1 year commitment)
Jez John profile photo
We evaluated Zoho, HubSpot, Pipedrive, and Salesforce and chose Zoho and HubSpot. Zoho CRM has all of the features that Salesforce and Pipedrive has, but is more affordable than Salesforce and has better UI than Pipedrive. HubSpot has more features for marketers than Zoho, so we use HubSpot for most of our marketing goals and Zoho CRM for both marketing and sales goals.
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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
  • Increased employee efficiency.
  • Better understanding of client data points.
  • Better customer service.
Kristina Spurlock 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

Zoho CRM

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Zoho CRM Editions & Modules
Zoho CRM
Edition
Standard
`121
Professional
$201
Enterprise
$351
1. per user, per month
Additional Pricing Details