Pipedrive vs Agile CRM

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Our analysts compared Pipedrive vs Agile CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Agile CRM Software Tool

Product Basics

Pipedrive supports sales professionals in managing every phase of the sales process, from lead generation to customer contact. Forecasting enables sales reps to close more deals, and visual pipelines clarify what stage a lead is in and what action is required.

Users can simplify and streamline tasks with automation and AI capabilities. It offers integrations and an open API, so companies can plug in third-party apps to further extend its capabilities.
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Agile CRM is an all-in-one cloud platform that enables companies to handle all activities and tasks across the customer lifecycle. With integrated modules for marketing, sales and service, it provides capabilities such as contact management, a deal pipeline, lead scoring, project management, email marketing and campaigns, service automation, and live chat.

Targeted primarily at small businesses, it allows users to maintain visibility into contacts, boost results with sales enablement, engage web users and deliver comprehensive support. Free and premium versions are available.
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$14.90 Annual, monthly
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$8.99/User, Monthly, Freemium
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Tailored to your specific needs
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

Product Insights

  • Visualize Sales Pipeline: Track each deal through the pipeline via a visual interface and easy-to-use tools. Add custom fields to pipelines to capture necessary data and customize to reflect specific sales stages. 
  • Centralize Communication: Streamline communication with a bi–directional sync for personal and professional inboxes. Add lists of activities directly to the Sales Inbox. 
  • Import Data Easily: Control the process of importing data from another source, whether that’s a spreadsheet or a different CRM. Migrate data from many top solutions, including Salesforce, SugarCRM, HubSpot, Pipeliner, Infusionsoft, MS Dynamics CRM, Zoho CRM, NetSuite CRM and Insightly. 
  • Work Smarter: Improve user performance with a built-in AI tool called Sales Assist. Send performance tips based on behavior, suggest tasks to automate, and notify users of system changes. 
  • Reduce Manual Tasks: Streamline repetitive tasks though workflow automation by setting triggers and actions. Draw social media information into the CRM, pre-qualify leads in a single click and send real-time push notifications via webhooks. 
  • Understand Data: Gain insights into sales data via comprehensive reporting features. Customize which metrics the reports track for visibility into top KPIs like deals added, open deals and average deal age. Divide metrics based on products or services. 
  • Create Custom Features: An open API provides advanced control over the system’s capabilities. Connect to a host of third-party apps to easily sync data. Use the API to develop features that fit unique workflows and processes for greater functionality. 
  • Work Anywhere: Native apps for iOS and Android allow users to sync contacts and calendars, view daily priorities, record audio notes, and work within Google Drive or Gmail to add files and items like new deals. 
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  • Saves Money: Take advantage of foundational CRM features with a free version. Supporting up to 10 users, it includes 1,000 contacts, custom deal tracks and data fields, email campaigns and templates, appointments, leading scoring, and more. There’s no limit on deals, documents or tasks. 
  • Reduces Screen Switching: Improve productivity through email integration to make inboxes fully accessible within Agile CRM. Send and receive emails, search for past emails located in the original app, and track metrics. Sync up to three third-party tools at a time, including Gmail and Office 365, with the option to set up IMAP as well. 
  • Provides Business Insights: Assess how well the business is performing across critical metrics. Drill down to page visits and duration, learn the origin of website visitors, track contact behaviors, get an overview of the sales funnel, measure growth over time and more. Report customizations and delivery scheduling aid control over data analysis. 
  • Hosts Data Privately: Ensure data privacy through individual hosting on Google’s cloud infrastructure, which provides a single database for each client rather than hosting all client information on a single database. 
  • Drives Revenue: Quickly identify and prioritize the deals that are most likely to close with automated lead scoring, generating a higher ROI. 
  • Engages Sales Reps: Ensure team motivation and performance with gamification. Customizable leaderboards help prompt competition while collaborative tools foster team-wide benefits. Monitor performance via reports and real-time alerts. 
  • Optimizes Marketing Efforts: Gain visibility into what email content works and what doesn’t by using A/B testing. Leverage industry insights in campaigns via social listening, which monitors influencer conversations and tracks relevant industry trends and topics. 
  • Enhances Online Engagement: Manage online reputation and respond to issues with data streams and notifications of complaints about the brand to avoid manual searches. 
  • Streamlines Work: Support collaboration, task organization and visibility into project details. A drag-and-drop interface and filters makes updating information fast and easy. 
  • Simplifies Lead Generation: Gather leads from social channels and import them into the CRM database, either individually or as bulk uploads. Capture leads from LinkedIn via a sidebar popup and use the email finder to search for emails based on contact name and company. Tag leads when they’re entered to aid segmentation. 
  • Enables Seamless Service: Deliver top-notch customer service with the ability to create and manage service groups. Divide agents by assigning members to product lines. Response routing ensures customers are paired with the team or agent best equipped to handle their issue. 
  • Extends Capabilities: Integrate with more than 40 third-party apps for billing, e-commerce, social media, CMS, telephony, support and email. Notable plugins include Shopify, QuickBooks, Unbounce, RingCentral, Google Apps, Zendesk and Zapier. 
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  • Lead Management: Includes a product catalog, lead import tools and deal probability, in addition to visual pipelines. A color-coded feature called “rotting” uses different colors to represent how hot or cold a lead is, providing visibility into which leads require follow-up or are best to pursue. 
  • Contact Management: Import contacts from a previous CRM or spreadsheets, or sync from Microsoft or Google. Once in the system, contacts are stored as organizations and people, which can be attached to deals. Record and access a history of interactions to clarify where things stand. View contact locations by adding Google Maps integration. 
  • Web Forms: Generate leads via web forms embedded on a company website or shared in emails and on social media channels. Customize fields to capture personal details specific to company needs. Configure where the leads appear (e.g., as a deal or contact). 
  • Leadbooster Chatbot: Collect and qualify leads 24/7. Route leads to a custom destination, such as a stage or sales rep. Calendar syncing lets leads book meetings with sales reps from within the chatbot conversation. 
  • Activity Management: Contains a scheduling tool, reminder notifications and a premade list of activity types, which can be configured based on company needs. 
  • Sales Forecasting: Pursue the best deals and effectively plan strategies for open deals. Access and customize different views: 
    •  Individual views provide in-depth details for sales reps. 
    •  Forecasting views let managers filter deals based on criteria like date started or product. 
  • Integration: Integrates with dozens of other apps, including Asana. Connects with platforms like Zapier and Automate.io, allowing further integration with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox and various G Suite tools like Gmail. 
  • Marketplace: Supports dozens of third-party plugins. Thumbs-up/thumbs-down ratings and user reviews help gauge how an app performed for other users. 
  • User Access Control: Set user permissions and determine how users log in, whether it’s via two-factor authentication or using a single sign-on (SSO) platform. Track the identity and location of anyone who logs in on a dashboard. Receive alerts when an unrecognized device logs in. 
  • Data Security: Features include data encryption, daily backups and GDPR compliance. Also provides a data protection officer and multiple certifications. 
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  • Marketing Automation: Makes building workflows for drip campaigns easy with a drag-and-drop designer. Autoresponders, email scheduling and automated social posts further increase efficiency. 
  • Email Marketing: User-friendly tools help build emails, conduct outreach and track results. Includes a drag-and-drop editor, custom and off-the-shelf templates, personalization, integrated lead scoring, contact list import, real-time alerts, and more. 
  • Multichannel Campaigns: Boost promotion and brand awareness efforts with a diverse approach to reach an audience on their preferred platforms, from social media to email to SMS. 
  • Landing Page Builder: No-code tools and templates remove the hassle from the design process for non-technical users, while a code editor empowers tech-savvy users to customize as they need. Web forms aid lead gen efforts and responsive design ensures a proper layout on any device. 
  • Web Forms and Popups: Pre-configured and customizable templates help capture more leads via website popups and forms. Place anywhere and specify popup timing. Email alerts notify about new form submissions and automated routing sends leads to predetermined campaigns. 
  • Social CRM: Sales, marketing and service teams can seamlessly incorporate social channels into their efforts via integrations with Facebook, Twitter, Google Plus and Tower Data. This supports scheduled posts, campaigns, helpdesk responses, lead discovery and more. 
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Product Ranking

#1

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CRM Software

#11

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CRM Software

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Analyst Rating Summary

73
we're gathering data
90
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82
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Pipedrive
Agile CRM
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 90 82 100 77 78 79 65 0 69 100 62 68 75 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 6235 reviews
Great User Sentiment 1186 reviews
90%
of users recommend this product

Pipedrive has a 'excellent' User Satisfaction Rating of 90% when considering 6235 user reviews from 6 recognized software review sites.

82%
of users recommend this product

Agile CRM has a 'great' User Satisfaction Rating of 82% when considering 1186 user reviews from 5 recognized software review sites.

5.0 (24)
4.6 (11)
4.3 (1253)
4.1 (268)
4.54 (2491)
4.05 (440)
4.6 (2207)
4.2 (389)
4.5 (59)
n/a
4.1 (201)
3.5 (78)

Awards

SelectHub research analysts have evaluated Pipedrive and concluded it earns best-in-class honors for Platform Security. Pipedrive stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Platform Security Award

we're gathering data

Synopsis of User Ratings and Reviews

Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
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Automation: 100% of the users who mention this feature said that the platform helps eliminate manual work by automating all the required actions.
Ease of Use: The platform is easy to use, with 70% of reviews referencing it stating that the system simplifies tasks and usage.
Support and Knowledge Base: 78% of users who mention support suggested customer service and the knowledge base are useful and help resolve queries.
Easy Integrations and Customization: Powerful features and integrations help scale productivity and speed up workflows, according to 61% of reviews mentioning integrations and customizations.
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Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.
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Not Cost-Effective: 66% of the users who reviewed the pricing mentioned Agile CRM is slightly pricey.
No Modern Templates: The platform could benefit from newer and more modern email templates, as noted by 100% of the reviews referring to this feature.
Difficult Setup: 75% of users who reviewed the setup suggested that the platform can initially be a little intimidating and challenging.
Clunky User Interface: The UI is outdated and not very interactive, according to 100% of the users who mentioned the interface.
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Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

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Agile CRM is a unified platform that aids sales, marketing and service efforts through features such as sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony and helpdesk. It provides exceptional automation and is easy to use, even though it’s difficult to set up initially and some reviews indicated the need for a cleaner UI and more modern email templates. However, it also boosts efficiency with customizations and integrations, while having helpful avenues for receiving support. The software is slightly overpriced for the features offered but is robust when it comes to performance. It’s best for small and medium businesses looking to get their workflows organized and automated to avoid manual workloads.

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