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Agile CRM vs Merchant Relationship Management: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Agile CRM vs. Merchant Relationship Management is based on a specific set of business needs and context. The comparison uses 8974 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Agile CRM and Merchant Relationship Management

Agile CRM, Merchant Relationship Management, 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.

Merchant Relationship Management focuses on Sales Document Management, Lead Management, Helpdesk Management, Training & Onboarding, etc.

"I have worked with quite a few CRM solutions including SugarCRM, Daylite, and Salesforce. Within a few days I was able to build scripts to import our data into Agile using their Rest APIs. If you are building a web app, and want to store customer da...ta into a CRM, Agile makes it easy. The concepts of using web triggers in Agile CRM to trigger based on events that occur on our web site or our web app is game changer for our customer support and marketing teams. I am typically very skeptical to change CRM solutions, as most of the work falls on me to actually move the data. With Agile, I feel like we are more in control of the data, and we have given our sales, marketing and staff additional tools to make communication with clients easier. " - Zach Lancaster

"IRIS CRM is far and away the best business management tool in the marketplace today. The IRIS team understands the day to day needs of the ISO community. " - Jason Wright

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 Merchant Relationship Management for

Software Failure Risk

  • medium

logo Merchant Relationship Management

Focus area

Merchant Relationship Management is better than Agile CRM for

Software Failure Risk

  • low

About

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

CRM & Underwriting Platform

Age

2012

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

103

53

Total Goals
(we found evidences for)

16

11

Top Processes

Evidences indicate better relative satisfaction


contact list management

enriching contact list

creating contact list


communication management

sending & publishing communications

tracking & monitoring communications



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: 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





competitive intelligence


payment management


performance management


calendar 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
  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Manage risk

  • Improve efficiency

  • Improve visibility

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Improve digital and social presence

  • Reduce bounce

  • See 8 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • text SMS

  • social media

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • support groups

  • See 11 more
  • phone calls

  • e-mail

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • text SMS

  • social media

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • support groups

  • See 11 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

high

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

low

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low

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Migration Risk

medium

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low

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Business Setting