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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Agile CRM

    Score9.8 out of 10
    N/AAgile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.

    $14.99

    per month per user

    CRM Assistant for Gmail™

    Score10 out of 10
    N/ACRM Assistant for Gmail™ introduces features designed to streamline customer relationship management workflows. The plugin is designed to elevate the SuiteCRM experience by integrating it with Gmail. By enabling users to save customer information, email correspondence, and other data into SuiteCRM from within Gmail, it helps to enhance efficiency, minimize redundancy, and offers a user-friendly cross-platform experience.

    $8

    per month per user

    Pricing
    Agile CRMCRM Assistant for Gmail™
    Editions & Modules
    Starter
    $14.99
    per month per user
    Regular
    $49.99
    per month per user
    Enterprise
    $79.99
    per month per user
    Monthly
    $8
    per month per user
    Yearly
    $80
    per year per user
    Offerings
    Pricing Offerings
    Agile CRMCRM Assistant for Gmail™
    Free Trial
    NoYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsDiscount available for annual billing (34%), and additional discounts available for 2-year plans (40%).
    More Pricing Information
    Community Pulse
    Agile CRMCRM Assistant for Gmail™
    Considered Both Products
    Agile CRM
    No answer on this topic
    RT Dynamic
    No answer on this topic
    Key User Insights
    Would buy again
    38%
    Would buy again
    3 Answers
    No answers on this topic
    Delivers good value for the price
    57%
    Delivers good value for the price
    4 Answers
    No answers on this topic
    Happy with the feature set
    50%
    Happy with the feature set
    4 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    50%
    Lived up to sales and marketing promises
    3 Answers
    No answers on this topic
    Implementation went as expected
    71%
    Implementation went as expected
    5 Answers
    No answers on this topic
    Features
    Agile CRMCRM Assistant for Gmail™
    Sales Force Automation
    Comparison of Sales Force Automation features of Agile CRM and CRM Assistant for Gmail™
    Feature
    Agile CRM
    3.2
    19 Ratings
    83% below category average
    CRM Assistant for Gmail™
    -
    Ratings
    Customer data management / contact management3.619 Ratings00 Ratings
    Workflow management5.516 Ratings00 Ratings
    Territory management2.311 Ratings00 Ratings
    Opportunity management3.416 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)1.118 Ratings00 Ratings
    Contract management4.211 Ratings00 Ratings
    Quote & order management3.512 Ratings00 Ratings
    Interaction tracking3.718 Ratings00 Ratings
    Channel / partner relationship management1.79 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Agile CRM and CRM Assistant for Gmail™
    Feature
    Agile CRM
    1.8
    16 Ratings
    123% below category average
    CRM Assistant for Gmail™
    -
    Ratings
    Case management1.814 Ratings00 Ratings
    Call center management1.814 Ratings00 Ratings
    Help desk management1.816 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Agile CRM and CRM Assistant for Gmail™
    Feature
    Agile CRM
    3.3
    19 Ratings
    79% below category average
    CRM Assistant for Gmail™
    -
    Ratings
    Lead management5.518 Ratings00 Ratings
    Email marketing1.119 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Agile CRM and CRM Assistant for Gmail™
    Feature
    Agile CRM
    3.6
    17 Ratings
    71% below category average
    CRM Assistant for Gmail™
    -
    Ratings
    Task management4.915 Ratings00 Ratings
    Billing and invoicing management1.410 Ratings00 Ratings
    Reporting4.417 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Agile CRM and CRM Assistant for Gmail™
    Feature
    Agile CRM
    1.4
    18 Ratings
    138% below category average
    CRM Assistant for Gmail™
    -
    Ratings
    Forecasting1.314 Ratings00 Ratings
    Pipeline visualization1.916 Ratings00 Ratings
    Customizable reports1.117 Ratings00 Ratings
    Customization
    Comparison of Customization features of Agile CRM and CRM Assistant for Gmail™
    Feature
    Agile CRM
    4.1
    19 Ratings
    59% below category average
    CRM Assistant for Gmail™
    -
    Ratings
    Custom fields3.919 Ratings00 Ratings
    Custom objects6.013 Ratings00 Ratings
    Scripting environment1.49 Ratings00 Ratings
    API for custom integration5.011 Ratings00 Ratings
    Security
    Comparison of Security features of Agile CRM and CRM Assistant for Gmail™
    Feature
    Agile CRM
    5.9
    16 Ratings
    34% below category average
    CRM Assistant for Gmail™
    -
    Ratings
    Single sign-on capability5.915 Ratings00 Ratings
    Role-based user permissions5.916 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Agile CRM and CRM Assistant for Gmail™
    Feature
    Agile CRM
    3.0
    12 Ratings
    84% below category average
    CRM Assistant for Gmail™
    -
    Ratings
    Social data3.012 Ratings00 Ratings
    Social engagement3.012 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Agile CRM and CRM Assistant for Gmail™
    Feature
    Agile CRM
    5.2
    14 Ratings
    34% below category average
    CRM Assistant for Gmail™
    -
    Ratings
    Marketing automation6.514 Ratings00 Ratings
    Compensation management3.89 Ratings00 Ratings
    Platform
    Comparison of Platform features of Agile CRM and CRM Assistant for Gmail™
    Feature
    Agile CRM
    8.3
    14 Ratings
    12% above category average
    CRM Assistant for Gmail™
    -
    Ratings
    Mobile access8.314 Ratings00 Ratings
    Best Alternatives
    Agile CRMCRM Assistant for Gmail™
    Small Businesses
    Salesflare
    Score6 out of 10
    Cloze
    Score9.9 out of 10
    Medium-sized Companies
    Zendesk Sell
    Score8.8 out of 10
    Shared Contacts for Gmail
    Score8.1 out of 10
    Enterprises
    Daylite
    Score7.6 out of 10
    Shared Contacts for Gmail
    Score8.1 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Agile CRMCRM Assistant for Gmail™
    Likelihood to Recommend
    4.1
    (20 ratings)
    10.0
    (1 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    -
    (0 ratings)
    Usability
    2.1
    (10 ratings)
    10.0
    (1 ratings)
    Availability
    10.0
    (1 ratings)
    -
    (0 ratings)
    Performance
    10.0
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    1.1
    (10 ratings)
    -
    (0 ratings)
    Online Training
    10.0
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    10.0
    (1 ratings)
    -
    (0 ratings)
    Configurability
    10.0
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    10.0
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    10.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Agile CRMCRM Assistant for Gmail™
    Likelihood to Recommend
    Agile CRM
    Agile CRM is well suited if an existing customer business process is defined or drafted thoroughly. Agile allowed automating workflows and marketing to improve lead management and suppress tedious tasks so users can focus on more important matters. However, Agile CRM costs can increase significantly if you want additional features and customizations. If you know what you're doing with CRMs and marketing automation or customer contracts and management then AgileCRM is worth a try.
    Incentivized
    Read full review
    RT Dynamic
    Since this is a simple add-on, and we don't work at home, its mobility is very useful for employees like us who need to travel for work. We can check on our phones or tables if there's an important update. It works well with GMail mobile app and easily accessible anytime, anywhere.
    Incentivized
    Read full review
    Pros
    Agile CRM
    • The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
    • I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
    • Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.
    Incentivized
    Read full review
    RT Dynamic
    • Email Archiving with Attachments
    • Attachment Management
    • Mobile Compatibility
    • Notes and Record Association
    Incentivized
    Read full review
    Cons
    Agile CRM
    • The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
    • Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
    • At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
    • The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective.
    Read full review
    RT Dynamic
    • It's dependency on other apps
    • This could have been a multiple in one if they just integrated everything else in CRM Assistant for Gmail™
    • Recently Opened Records could have been placed in a different tab for its own, instead of the home page
    Incentivized
    Read full review
    Likelihood to Renew
    Agile CRM
    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.
    Incentivized
    Read full review
    RT Dynamic
    No answers on this topic
    Usability
    Agile CRM
    Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.
    Read full review
    RT Dynamic
    The work it does is exactly what we needed for the kind of business we're running. We're handling hotel blocks and commissionable sales, and it helps us remain organized with our records and recent activities. It also helps us keep track of our productivity everyday and keeps important files safe without the risk of being leaked.
    Incentivized
    Read full review
    Reliability and Availability
    Agile CRM
    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.
    Incentivized
    Read full review
    RT Dynamic
    No answers on this topic
    Performance
    Agile CRM
    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.
    Incentivized
    Read full review
    RT Dynamic
    No answers on this topic
    Support Rating
    Agile CRM
    The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.
    Incentivized
    Read full review
    RT Dynamic
    No answers on this topic
    Online Training
    Agile CRM
    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..
    Incentivized
    Read full review
    RT Dynamic
    No answers on this topic
    Implementation Rating
    Agile CRM
    Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
    Incentivized
    Read full review
    RT Dynamic
    No answers on this topic
    Alternatives Considered
    Agile CRM
    It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.
    Incentivized
    Read full review
    RT Dynamic
    No answers on this topic
    Scalability
    Agile CRM
    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.
    Incentivized
    Read full review
    RT Dynamic
    No answers on this topic
    Return on Investment
    Agile CRM
    • 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.
    Incentivized
    Read full review
    RT Dynamic
    • We started from GMV of 200k to 1M from January to April.
    • From 1M GMV in April, to consistently achieving 2M and up in October.
    • Other apps would be to pricey. I'd say it's worth the value for the work it does for our numbers!
    Incentivized
    Read full review
    ScreenShots

    Agile CRM Screenshots

    Screenshot of a contact in Agile CRMScreenshot of the Agile CRM dashboardScreenshot of tasks, in Agile CRMScreenshot of Agile CRM reportingScreenshot of stages of a campaign, presented in Agile CRM

    CRM Assistant for Gmail™ Screenshots

    Screenshot of Email ArchivingScreenshot of Home PageScreenshot of Record Detail View