Agile CRM vs Autodesk Forma

Salesforce Sales Cloud

HubSpot CRM

Zoho CRM

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Consultant

I spent three hours getting an absolutely ludicrous runaround with various support staff who would basically hang up and make me start over, before finally dealing with someone who admitted there was a problem, and they had no ETA on solving it.

Area Manager

Advanced questions see customer support that's a bit slow, and it does take some effort to fully customize task tracking for restaurant operations.

All-in-One CRM with Sales, Marketing & Service in single platform. Sales tracking, contact management, marketing automation, telephony, analytics and helpdesk.

A/B Testing

Account Alerts

Account Management

Activity Dashboard

Activity Tracking

Alerts/Escalation

Alerts/Notifications

App Notifications

Appointment Scheduling

Archiving & Retention

Audience Targeting

Auto-Dialer

Automated Publishing

Automated Routing

Automatic Call Distribution

Automatic Outbound Dialer

Autoresponders

Behavior Tracking

Billing & Invoicing

Blended Call Center

Calendar Management

Calendar/Reminder System

Calendar Sync

Call Center Management

Call Disposition

Caller ID

Call Logging

Call Monitoring

Call Recording

Call Routing

Call Scheduling

Call Scripting

Call Tracking Metrics

Campaign Management

Campaign Planning

Campaign Scheduling

Campaign Segmentation

Campaign Specific Signature

CAN-SPAM Compliance

Catalog Management

Channel Management

Click Tracking

Client Management

Client Portal

Collaboration Tools

Communication Management

Competitive Analysis

Computer Telephony Integration

Contact Database

Contact Management

Content Management

Contract/License Management

Conversion Rate Optimization

Conversion Tracking

Customer Database

Customer Journey Mapping

Customer Management

Customer Segmentation

Customer Surveys

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Document Management

Document Storage

Drag & Drop

Drip Campaigns

Dynamic Content

Email Alerts

Email Campaign Management

Email Management

Email Marketing

Email Monitoring

Email Templates

Email Tracking

Engagement Tracking

Event Triggered Actions

Feedback Management

Field Sales Management

File Sharing

Forecasting

For iPad Devices

For Mac Devices

For Sales Teams/Organizations

For Small Businesses

For Startups

Gamification

Geotargeting

Goal Setting/Tracking

Help Desk Management

Image Library

Inbound Call Center

Inbox Management

Influencer Tracking

Interaction Tracking

Most reviewers indicate that Agile CRM offers strong value for money, especially for small businesses, and they appreciate the flexible free plan and affordable paid tiers. However, some users report steep price jumps, hidden costs, and limited features on lower plans.

Value for money

By industry, Agile CRM reviewers are most commonly professionals in marketing and advertising (15%). The most frequent use case for Agile CRM cited by reviewers is CRM (67% of reviewers).

Agile CRM

Web-based

Android

Windows

iPhone

Linux

iPad

Pipedrive

Odoo 

EngageBay CRM

Vtiger CRM

Capsule

Mailchimp

Insightly

Salesmate

Free

Starter

Regular

Enterprise

Difficult cancellation and refunds

100% of reviewers feel negative about Agile CRM’s cancellation and refund process. Users report that canceling subscriptions is cumbersome, often requiring multiple steps or direct contact with support, and sometimes resulting in continued charges after cancellation requests. Reviewers say the company is unresponsive to refund requests, and some feel their data is held hostage after account closure. Many users express frustration with unauthorized charges, delayed or denied refunds, and inflexible policies, which they believe create unnecessary stress and financial loss.

Cumbersome contact management

43% of reviewers feel negative about Agile CRM’s contact management. Users report that importing contacts is slow and sometimes problematic, with limitations on handling duplicate emails or shared addresses. Reviewers say the interface for managing contacts is confusing and lacks flexibility, making it difficult to organize or assign contacts efficiently. They mention challenges with social media profile matching, slow loading of contact lists, and unreliable data handling. Some users feel that these issues hinder their ability to maintain an accurate and accessible contact database.

Unreliable email management

President

Eventually cancelled when program bugs resulted in not being able to send bulk emails without manually splitting them into groups and sending a small amount per day.

Head of Investor Relations

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). When I contacted Customer Support, not only did they not actually have a good solution for how I was to use it going forward, but they said any fix would take at least 2 weeks to implement.

55% of reviewers feel negative about Agile CRM’s email management. Users say sending bulk emails is limited and often unreliable, with emails sometimes not reaching recipients or being flagged as spam. Reviewers report difficulties with email integration, template formatting, and syncing with external email providers. They mention issues with attachments, branding, and deliverability, which complicate communication with clients. Some users find the email builder clunky and restrictive, and express frustration over the lack of transparency and control in email-related features.

Frequent bugs and reliability issues

Manager

They have never fixed the longstanding issues with Gmail integration (doesn't work unless it's IMAP), Slack (can't choose channels), LinkedIn (variable/doesn't work/breaks all the time), can't resize the windows to take notes, can't use bullets or italics or bold or fonts to format notes.

64% of reviewers feel negative about Agile CRM’s bugs and technical issues. Users report recurring glitches, slowdowns, and unreliable features, especially with integrations and automations. Reviewers mention that some bugs persist for long periods without resolution, impacting daily workflows and causing lost productivity. They say support is often slow or ineffective in addressing technical problems, and frequent downtime or system freezes disrupt business operations. Many users feel that these ongoing issues undermine their confidence in the platform’s reliability.

Streamlined lead management

Software Developer

Well-configured, Agile CRM centralizes leads, tasks, and collaboration to make sure developers, sales, and support are on the same page regarding client history and next steps to avoid dropped follow-ups and miscommunication.

91% of reviewers feel positive about Agile CRM’s lead management capabilities. Users indicate that the system centralizes lead tracking, scoring, and follow-up, making it easier to prioritize and nurture prospects. Reviewers appreciate the integration with web forms, social media, and other tools for capturing leads efficiently. They say the lead scoring and categorization features help them focus on high-potential opportunities, while automation ensures timely engagement. Many users find that Agile CRM helps their teams stay aligned and reduces the risk of missed follow-ups or miscommunication.

Tailored for small businesses

100% of reviewers feel positive about Agile CRM’s suitability for small businesses. Users think the platform is affordable and offers a comprehensive set of features that meet the needs of startups and growing companies. Reviewers appreciate the ease of setup, self-configuration, and integration with popular tools like WooCommerce and GoDaddy. They say the system supports scaling as the business grows and value the responsive customer support. Some users mention that Agile CRM’s pricing is especially attractive for solopreneurs and small teams, making it a practical choice for businesses with limited resources.

Flexible workflow automation

91% of reviewers feel positive about Agile CRM’s automation features. Users think the platform allows them to automate repetitive tasks, set up custom workflows, and integrate with other business tools. Reviewers appreciate the ease of configuring automations for email, SMS, and sales processes, which they say boosts productivity and reduces manual work. They find the automation builder intuitive and flexible, supporting a wide range of business needs. Many users highlight that automation helps unify their operations and makes managing complex processes more efficient.

Comprehensive relationship management

Data Analyst

What I liked best about Agile CRM is that it is an all-in-one platform with a comprehensive set of features to help you manage your customer relationships, automate marketing tasks, and track sales activities.

Senior Data Analyst

Agile CRM appealed to me because it is an all-in-one customer relationship management (CRM) platform that includes a wide range of features and tools for more effective customer relationship management.

95% of reviewers feel positive about Agile CRM’s customer relationship management capabilities. Users say the platform centralizes all client information, streamlines follow-ups, and automates key processes, which helps them stay organized and efficient. Reviewers appreciate the ability to track sales, segment customers, and personalize interactions. They find the reporting and analytics features valuable for monitoring performance and customer engagement. Many users highlight the benefit of having all CRM functions in one place, which saves time and enhances their ability to build and maintain strong customer relationships.

Effective marketing automation tools

91% of reviewers feel positive about Agile CRM’s marketing automation features. Users report that the platform simplifies campaign management, lead nurturing, and workflow automation. They appreciate the integration with other marketing tools and the ability to customize automation for sales and marketing processes. Reviewers find the marketing automation intuitive and helpful for launching campaigns, tracking engagement, and improving outreach. Some users note that the automation features save time and enable more professional client interactions, while the affordability makes these tools accessible to smaller organizations.

Agile CRM combines contact management, lead tracking, and task management, making it easy to tie follow‑ups and activities directly to deals and contacts for a dev-focused company like SoftWeb PK.

Agile CRM helped our team organize team tasks and maximize lead tracking, so our strategic initiatives are running much smoother.

Owner

Agile CRM offers Security keeping my client information safe, it offers a good Value for Money, good Customer Support with focused Task Management lets my Team Collaboration work very well.

Mechanical Engineer

I liked the ability to have revision control and the ability to have multiple people working on a large assembly at one time, which updates.

Administrator

We had an amazing experience, for the past 4 years, we managed to keep track.and keep organised and more importantly focused.on what really matters: segmented and logical information.

Software Engineer -  QA

It helps me monitor time spent on tasks, milestones achieved.

It is not a very intuitive program, and it is pretty clunky to use. Once you learn the tricks, it gets better, but there are still a few things that don't make sense.

US IT Recruiter 

Agile CRM stands out as an affordable and user-friendly customer relationship management (CRM) solution that offers a wide range of powerful features for effectively managing customer relationships.

The points that Agile CRM recahes are untouchable: retrospectives for example.

we had queries sorted in less than 24hrs.

Agile CRM is 100% secure, as everything is feature rich and well packed.

IT Recruiter 

By leveraging its comprehensive toolkit, businesses can optimize their customer relationship management procedures and boost productivity levels.

It is a useful tool for collaboration in an agile setting.

I like the analytical reporting feature of Agile CRM.

The costing is slightly higher based on features offered.

Environmental Consultant

Its best advantage is that it is free of charge and even the paid price for 50,000 contacts and more is very low at around $9 per user.

Agent

It's a good software you can use the free version with more than 1000 customers but to benefit from all the features, you need a more expensive subscription

They tell me to disable the link, and to use a very convoluted process to first enable 2FA on our entire company's google account users, then set up a App Password in Google Account, then provide it to Agile as p/w when setting up IMAP/SMTP instead.

Quality engineer-1 

Powerful Web Analytics helps to monitor a customer’s online behavior and tracking when a customer opens the company’s web portal.

CMO/COO

Having all our tools unified in one system, all our databases automatically completed and maintained, all interactions logged, and all processes tracked - has made Agile CRM the foundation of every department in our establishment.

Assistant Professor Pediatric

It empowers businesses to scale rapidly while delivering personalized customer service.

 Communications Manager

We will often bring people in for a short period of time to use the system, especially if they are in a project management position.

Product Manager

This makes it easier to group customers and leads into different categories and allows me to send out personalized emails and campaigns to each group.

Coach

The company behind Agile CRM launched 500apps, which includes crm.io; however, crm.io is not as yet as good and easy to use as Agile CRM.

A powerful and all-encompassing CRM tool, Agile CRM assists businesses of all sizes in streamlining their operations and augmenting customer satisfaction.

Agile CRM vs Autodesk Forma Comparison (2026)

Agile CRM

Autodesk Forma

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives