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ClickPoint vs Agile CRM: Which is a better fit?

Updated on October 27th, 2024
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Summary
Key features rated by users
Features selected based on 13,924 reviews from CRM users.
% Fit
Missing features
Not enough reviews
Feature ratings
Contact Management
5.0
Sales Pipeline Management
5.0
Lead Management
5.0
Reminders
NA
Activity Dashboard
--
% Fit
Missing features
Not enough reviews
Feature ratings
Contact Management
3.9
Sales Pipeline Management
3.7
Lead Management
3.7
Reminders
NA
Activity Dashboard
4.0
User satisfaction
4.7
User reviews22
Ease of use
4.7
Functionality
4.5
Value for money
4.6
Customer support
4.8
4.1
User reviews522
Ease of use
4.0
Functionality
4.1
Value for money
4.1
Customer support
4.0
Price starts from
/user
Monthly subscription
Free version
Free trial
Not provided by vendor
Free version
Free trial
Best for

We proudly serve the following verticals: Home Services, Mortgage, Education, Insurance, B2B, Auto-lending, Franchise Based Companies, and Call Centers.

Small to medium size businesses that require sales, marketing and service automation

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
video-6d898c92-feca-47b4-d8ad-08d9776ed041
Mike P
President
4.0

Mike P.: My name is Mike. I'm the president of my company and I would use Agile CRM. I would give them a rating of a four. There's more reviews available down below. Before switching to Agile CRM, I've used a number of different CRM and marketing automation programs. I used a program called SendPepper. I used one called GreenRope, but switched to Agile CRM about two years ago. We chose Agile CRM because it offered a lot of different functions for the money. The program includes a CRM, a marketing automation system, and a help desk system. They're all integrated. It was a lot of things that you could do there in that one package rather than trying to integrate a whole bunch of different pieces of software together. Onboarding and implementing Agile CRM was a little tricky, I will admit, but their support is really good. It comes out of India a lot, but their technicians are top-notch and you can get to them through a chat, or through email or on the phone. They're very helpful. They walked me through everything that we needed to do. I'd say the only thing that really hung us up was getting our email service provider hooked up with Agile CRM so we could send emails under our own domain. Yes, I've actually had the opportunity to recommend Agile CRM to two of my clients. One of them has been using it for over a year now. They're very happy with it. I actually helped them to set it up because I'd already had experience in setting up the system for my own company, but they're very happy with it. I have another client who is just getting ready to implement their Agile CRM system for their company as well. I have lots of good things to say about them. Like I said, they offer a lot of capabilities for a relatively reasonable amount of money.

How Capterra sources reviews
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User interface
126733 video thumbnail}
1 Video
135148 video thumbnail}
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5 screenshots
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5 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

ClickPoint

18/37
  • Customer Journey Mapping
  • Customizable Reports
  • Data Import/Export
  • Data Security
  • Email Management
  • Email Templates
  • Forecasting
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Communication
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Sales Pipeline Management
  • Segmentation
  • Task Management
  • Territory Management
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Calendar Management
  • Campaign Management
  • Contact Management
  • Customizable Fields
  • Document Storage
  • Drag & Drop
  • Email Marketing
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Qualification
  • Reporting/Analytics
  • Sales Reports
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

Agile CRM

Top Features
34/37
Show CRM Software Features +
ClickPoint
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Agile CRM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
ClickPoint
  • By ClickPoint Software
  • Located in United States
  • Founded in 2007
Agile CRM
  • By Agile CRM
  • Located in India
  • Founded in 2012
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