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Agile CRM vs DealCloud: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Agile CRM vs. DealCloud is based on a specific set of business needs and context. The comparison uses 8039 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Agile CRM and DealCloud

Agile CRM, DealCloud, Freshsales, Hubspot Sales Hub, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Agile CRM covers Contact List Management with E-Mail, Communication Management with E-Mail, Helpdesk Management with E-Mail, Engagement Management with E-Mail, etc.

DealCloud focuses on Relationship Management, Deal Management, Promotion Management, Discount Management, etc.

"Just had a support call with Prakash...he was so helpful. We shared screens and he guided me through setting up my calendar, fixing an issue I had with my appointment setting and then imported a list of clients and set tags for letters that I had se...nt. Thanks so much! " - David McLean

"We were immediately convinced by the DealCloud platform. Thanks to its track record, the DealCloud team has demonstrated a deep understanding of our activities and our specific needs as a family office. The platform is easy-to-use and flexible, whic...h allows it to fit in perfectly with every type of Evolem activity. With DealCloud we are aiming at better monitoring of our interactions with our contacts and improving our deal flow management efficiency. " - Maxime Boyer

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Agile CRM

Focus area

Agile CRM is better than DealCloud for

Software Failure Risk

  • medium

logo DealCloud

Focus area

Software Failure Risk

  • low

About

Agile CRM | Automate your sales, marketing, and service in one platform

All-Inclusive Financial Services Software, delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels.

Age

2012

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

103

48

Total Goals
(we found evidences for)

16

12

Top Processes

Evidences indicate better relative satisfaction


contact list management

enriching contact list

creating contact list


communication management

sending & publishing communications

tracking & monitoring communications


helpdesk management


engagement management

engaging and following up


campaign management

campaign analytics

campaign monitoring


social media management

social media analytics

scheduling post to social media

managing social media account

engaging on social media

monitoring social media




sales call management

meeting management


generation of new leads


lead qualification

lead qualification: behavioural

lead qualification: demographic

lead qualification: technographic



training & onboarding





relationship management


sales document management

proposal & quote management

contract management


social media marketing




promotion management


discount management


knowledge management



conversion management




customer feedback management

measuring customer satisfaction


content management




pipeline management




subscription management


category management


conference call management


lifetime value management


products & pricelist management


database marketing


segmentation and targeting


loyalty management

identify target customers



revenue cycle management




account management



follower management


sales review & feedback




business development


competitive intelligence


international marketing


relationship marketing


merger and acquisition


performance management




Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve efficiency

  • Grow market share

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve ROI

  • Launch new products

  • Improve brand engagement

  • Improve digital and social presence

  • Improve internal communications

  • Improve stakeholder relations

  • Build brand awareness

  • Reduce bounce

  • See 13 more
  • Scale best practices

  • Grow market share

  • Enhance customer relationships

  • Acquire customers

  • Improve visibility

  • Establish thought leadership

  • Enter new markets internationally or locally

  • Manage risk

  • Improve stakeholder relations

  • Launch new products

  • Improve ROI

  • Improve internal communications

  • See 9 more

Top Channels

Channels Used

  • offline

  • causes and charity

  • e-mail

  • user generated content

  • blogs

  • print media

  • magazine

  • website

  • events

  • trade shows

  • mobile

  • See 8 more
  • offline

  • causes and charity

  • e-mail

  • user generated content

  • blogs

  • print media

  • magazine

  • website

  • events

  • trade shows

  • mobile

  • See 8 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

high

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Business Setting