Agile CRM vs InvestGlass CRM
Agile CRM
agilecrm.com
InvestGlass CRM
investglass.comSide by side
| Figure | Agile CRM | InvestGlass CRM |
|---|---|---|
| Price from | $8.99/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 12 | 4 |
| Spec score · CRM Software | 9.4 (#8) | 8.4 (#70) |
| Email sync | Yes | Yes |
| Free plan | Yes | No |
| Integrations | The vendor highlights integrations with Twitter, Facebook, Google Apps, Twilio, RingCentral and LinkedIn; plans also list Google, Shopify and Stripe sync. | The API Connectors documentation describes pre-built and custom connectors, webhooks, and field mapping for external services and core banking systems. |
| Intended users | The company describes Agile CRM as an integrated sales and marketing solution for small and medium-sized businesses. | The SME CRM page presents the product for small and medium enterprises, while the CRM page also highlights financial organizations. |
| Marketing automation | Marketing workflows are built with a drag-and-drop designer supporting multi-step campaigns. | Yes |
| Product | Agile CRM combines sales enablement, marketing automation, and customer service in one CRM platform. | InvestGlass describes its CRM as an integrated platform for marketing, sales, service, operations, and portfolio management. |
| Visual sales pipeline | Yes | Pipeline tools let teams track leads, manage opportunities, customize sales stages, and forecast revenue. |
| Support | Support options include email support available 24/5, weekday phone support, scheduled calls, and weekly training workshops. | The CRM page advertises free on-demand training and links to a Help Centre. |
Plans
Agile CRM
- FreeFree
- Starter$8.99 a month
- Regular$29.99 a month
- Enterprise$47.99 a month
- FreeFree
- FREEFree
- Starter$8.99 a month
- STARTER$8.99 a month
- Regular$29.99 a month
- REGULAR$29.99 a month
InvestGlass CRM
- Starter$100 a month
- Standard$300 a month
- Enterprise500 CHF a month
- UltimatePrice not published
In their own words
Agile CRM
Agile CRM combines sales enablement, marketing automation, and customer service in one CRM platform. Sales tools cover contact and deal management, lead scoring, appointment scheduling, telephony, and sales reporting. Marketing features include campaign automation, email campaigns and tracking, landing pages, web engagement, and mobile marketing. Service tools include helpdesk ticketing, groups, labels, canned responses, views, activities, and reports. Android and iOS apps support managing contacts, sending campaigns, and making calls. Listed integrations include Twitter, Facebook, LinkedIn, Zendesk, HelpScout, and LiveHelpNow; developer resources include REST and language APIs, webhooks, and single sign-on integration. The Free plan costs nothing and allows up to 10 users and 1,000 contacts and companies. Starter costs $8.99 a month and includes 5,000 API calls per day. Higher plans add features such as two-way telephony and call recording. The pricing FAQ states a 99.5% uptime guarantee on paid plans. Agile CRM describes its offering as a sales and marketing solution for small and medium-sized businesses.
InvestGlass CRM
InvestGlass CRM has no write-up on Specifiction yet; its figures are above.