Home > CRM Software > Zoho CRM > Zoho CRM vs Agile CRM

Zoho CRM vs Agile CRM

Last Updated: November 18th, 2024

Our analysts compared Zoho CRM 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.

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Product Basics

Zoho CRM enables an organization’s sales force to work more effectively and close more deals. It incorporates lead management, marketing automation, contact management, multichannel forecasting, territory management, and a host of other capabilities.

Built with conversational AI, it supports users by predicting lead and deal success, offering a voice assistant, and suggesting activities to automate based on behavior analysis. Users can leverage workflow automation to streamline manual tasks and stay on top of performance with real-time reporting and analytics.

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.

$14/User, Monthly

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$8.99/User, Monthly, Freemium

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Real-Time Data Analysis: Track KPIs across the sales cycle with advanced analytics tools providing visibility for everyone from the C-suite to sales reps. We set up dashboard widgets and customized the metrics displayed, so we could surface the most important data. The system includes standard and custom reports, which you can filter to locate specific information and blend to create multidimensional reports.
AI-Powered Performance Optimization: Use Zia is the system’s conversational AI assistant and helps users get more done and work smarter. We searched through our database by sending a request via text. You can use Zia to improve data accuracy, optimize timing for emails and calls, and understand the sentiment behind the emails your leads and customers send.
Automated Lead Creation: Use the email parser tool to automate lead creation by sending email enquiries to the parser email that extracts the information. You can then reduplicate and approve the leads to ensure they’re good. We could add and color code tags, create custom views for leads and view leads in Zoho sheets.
Support Mobility: Mobile CRM apps for both Android and iOS devices provide users with immediate access to important information, no matter where they are. Sales reps can view daily activities and optimize in-person meetings with geo-location. They can also manage records even while offline — all changes automatically sync once their device reconnects. The card scanner app, supported on iOS and Android devices as well, enables users to digitally capture business cards at events and meetings.
Personalized Solutions: Use the developer platform for full control over your software ecosystem. Unify data across business systems, develop apps and boost the capabilities of the CRM interface with a combination of tools including widgets, a REST API and SDKs for web and mobile. We found that it incorporates both code and WYSIWYG elements so users of all technical levels can leverage it successfully.
Easy To Set Up: Speed up the onboarding process via Zwitch, with the help of Zoho support staff or use the built-in tools to transfer from other CRM platforms. We liked how easy it was to navigate the header-style menu. Add new products, contacts and accounts with the same form style. Set up was also a breeze with helpful pop-ups and links to knowledge base articles if we got stuck.
Tailor-Made Customizations: Create your own workflow rules. We tested out adding a “Big Fish” tag when leads recorded an annual revenue of above $100,000 and a follow-up automation. You can also use the Kiosk Studio to build page layouts and automations, its a bit more technical but offers helpful pop-ups and tips. We were also able to create a rule that assigned all leads that started with a 222 area code to a specific user.

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.

Sales Force Automation: Automate tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. Optimize lead management, deal management, account management, contact management, and manage workflow and assignment rules.
Process Management: Enable your sales team to follow a standardized sales strategy. Use the blueprint feature to log offline processes such as order management or deal closure, ensuring consistent execution. Create automated approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data.
Opportunity Management: Keep everyone’s antennas tuned to the same channel with Zoho’s activity tracking for all customer interactions like emails, calls, tasks and notes. Create deals and associate them with campaigns with drop-down fields and generate multiple pipelines using the standard template or your own personalized fields You can create a custom Kanban view using dropdown options and fields.
Multichannel Support: Connect with your email platform to send emails directly from the CRM. Connect your brand’s social media channel to respond in real-time, follow relevant conversations and automate lead generation. Use the Phonebridge integration to enable sales reps to easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts.
Sales Enablement: Aid sales reps in their daily jobs using features like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more.
Performance Management: Gauge how a product, team or region is performing with forecasting tools. Group customers based on shared attributes (region, product, etc.) with territory management and gamify elements to encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks.
Marketing Automation: Streamline marketing efforts by segmenting customers using a range of criteria, automating lead nurturing follow-ups, creating code-free web forms to gather customer information, scanning and uploading business cards, and analyzing campaign spending. Use capabilities like end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns.
Team Collaboration: Use Feeds as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects.
Third-Party Integrations: Connect with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier.
Security: Store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Use audit logs to track activity, enable two-factor authentication and designate which IP addresses users can use to log in. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster.

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.

Product Ranking

#9

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#11

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Analyst Rating Summary

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User Sentiment Summary

85%

of users recommend this product

Zoho CRM has a 'great' User Satisfaction Rating of 85% when considering 11200 user reviews from 5 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 (20)

4.6 (11)

4.1 (2656)

4.1 (268)

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4.05 (440)

4.3 (6776)

4.2 (389)

4.5 (797)

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4.2 (951)

3.5 (78)

Awards

Synopsis of User Ratings and Reviews

Work Offline: Users who mention this feature say the platform functions well even when used in offline mode.

Business Management: The system monitors business performance, populates the website with suitable visitors and keeps a tab on productivity and output, eliminating unmatched customers and removing hassle according to users who mention this aspect.

Affordable: Users said the software is budget-friendly as compared to other CRM systems and has considerably more adaptive features for the price.

Integrations: Reviewers appreciated Zoho’s integration with in-house tools that support unified workflows, flexibility and email functionality.

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.

Learning Curve: Users mentioned some features and customization requires additional time and learning to implement.

Customer Support: Zoho’s customer support and inquiry resolution isn’t very responsive, according to users who refer to support. However, the chat support is comparatively better.

Lags and Delays: Reviewers noted there is sometimes a lag in notifications for email tracking and updates.

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.

Zoho CRM is a cloud-based CRM solution that serves businesses of all sizes and across various industries. It provides users with real-time data analysis, AI-powered sales performance optimization and extensive automation and customization. You can streamline workflows and improve sales efficiency with lead nurturing, deal management, and third-party integrations.During our test run of their free trial, we loved working with standout features like the customizable dashboard, automated lead creation via the email parser and drop-down linking for account, product, lead and quote creation.However, users report a learning curve associated with full feature utilization and customization. Additionally, some advanced features and functionalities require upgrades to higher tiers making it expensive for smaller teams. Overall, Zoho CRM offers an interoperable solution for businesses looking for a customizable, affordable CRM platform.

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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FAQ

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