Liveoak vs Agile CRM

Starting Price

Not provided by vendor

$8.99/month/user

Best For

Financial Services, banking and any regulated industry that has complex and/or multi-step customer agreements and workflows will greatly benefit from Liveoak's Virtual Interactions platform.

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

Rating


4.5 / 5
(33)
Read All Reviews

4.2 / 5
(346)
Read All Reviews

Ideal number of Users

10 - 1000+

1 - 1000+

Ease of Use


4.4 / 5



4.1 / 5


  • "We would suggest that pleasure and ease of use is critical, if the system is not enjoyable to use it won't be used or as effective."

  • "Very easy to use and great basic functionalities."

Customer Support


4.5 / 5



4 / 5


  • "Fantastic, easy, great setup, easy to integrate with other software and very good support team."

  • "Initial customer support was great because they are trying to get your business."

Features & Functionality


4.2 / 5


  • "Very interactive and easy to use for all parties involved. Rooms set up very quickly, so there's a lot of flexibility involved as well."

  • "Very easy to use, quickly editable and reduces the time required to get multiple sets of paperwork signed."


4.2 / 5


  • "What I really love about AgileCRM is its nice and clean interface. I was always easy to use."

  • "I have used the service for about 6 months. UI & UX is good, and there are lots of useful functions."

Value for Money


4.4 / 5



4.3 / 5


  • "The price of the software is nice, the features from a glance look really good but once you start using them is when you are in for a surprise."

  • "Happy to have found a CRM + Marketing solution that doesn't cost a fortune."

Product Features

  • close Account Alerts
  • close Account Management
  • close Communication Management
  • check Customer Engagement
  • close Customer Lifecycle Management
  • close Health Score
  • check Onboarding
  • close Revenue Management
  • check Usage Tracking/Analytics
  • close Win / Loss Analysis
  • check Account Alerts
  • check Account Management
  • check Communication Management
  • check Customer Engagement
  • check Customer Lifecycle Management
  • close Health Score
  • check Onboarding
  • check Revenue Management
  • check Usage Tracking/Analytics
  • check Win / Loss Analysis

Screenshots

View 5 screenshots 137352 thumb
View 5 screenshots 17221 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Liveoak vs Agile CRM

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