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Agile CRM vs OptifiNow: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Agile CRM medium Failure Risk for OptifiNow low
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Comparison Summary

This comparison report of Agile CRM vs. OptifiNow is based on a specific set of business needs and context. The comparison uses 7914 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Agile CRM and OptifiNow

Agile CRM, OptifiNow, 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.

OptifiNow focuses on Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, etc.

"Our business has just started using this tool and we have been very pleased with the support and capabilities of the product. Friendly and good support staff accessible via phone. " - Brian Melendez

"We were looking for a software provider that could handle all of our different mortgage product lines, and only OptifiNow checked all the boxes. As opposed to managing and training to multiple pieces of software, our whole company can run on just on...e platform. The OptifiNow team has worked hand in hand with us to map out unique sales processes for each product and implement them in a quick and painless way. They are an excellent partner. " - Brian Roe

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 OptifiNow for

Software Failure Risk

  • medium

logo OptifiNow

Focus area

Software Failure Risk

  • low

About

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

Marketing Automation, Lead Management

Age

2012

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

103

56

Total Goals
(we found evidences for)

16

10

Top Processes

Evidences indicate better relative satisfaction

contact list management

Read Reviews (259)

Read Reviews (8)

contacts history

Read Reviews (29)

Read Reviews (0)

enriching contact list

Read Reviews (23)

Read Reviews (0)

creating contact list

Read Reviews (14)

Read Reviews (0)

tracking contacts

Read Reviews (12)

Read Reviews (0)

communication management

Read Reviews (234)

Read Reviews (41)

sending & publishing communications

Read Reviews (148)

Read Reviews (28)

tracking & monitoring communications

Read Reviews (84)

Read Reviews (11)

helpdesk management

Read Reviews (212)

Read Reviews (2)

engagement management

Read Reviews (189)

Read Reviews (25)

engaging and following up

Read Reviews (150)

Read Reviews (16)

campaign management

Read Reviews (169)

Read Reviews (13)

campaign analytics

Read Reviews (22)

Read Reviews (0)

campaign monitoring

Read Reviews (19)

Read Reviews (4)

social media management

Read Reviews (124)

Read Reviews (36)

social media analytics

Read Reviews (79)

Read Reviews (22)

scheduling post to social media

Read Reviews (13)

Read Reviews (5)

managing social media account

Read Reviews (10)

Read Reviews (0)

engaging on social media

Read Reviews (8)

Read Reviews (6)

monitoring social media

Read Reviews (8)

Read Reviews (1)

workflow management

Read Reviews (111)

Read Reviews (6)

sales call management

Read Reviews (86)

Read Reviews (2)

meeting management

Read Reviews (8)

Read Reviews (0)

generation of new leads

Read Reviews (78)

Read Reviews (1)

lead qualification

Read Reviews (48)

Read Reviews (1)

lead qualification: behavioural

Read Reviews (7)

Read Reviews (0)

lead qualification: demographic

Read Reviews (3)

Read Reviews (1)

lead qualification: technographic

Read Reviews (2)

Read Reviews (0)

training & onboarding

Read Reviews (37)

Read Reviews (1)

relationship management

Read Reviews (25)

Read Reviews (2)

sales document management

Read Reviews (25)

Read Reviews (2)

proposal & quote management

Read Reviews (9)

Read Reviews (0)

contract management

Read Reviews (8)

Read Reviews (2)

social media marketing

Read Reviews (25)

Read Reviews (10)

promotion management

Read Reviews (21)

Read Reviews (0)

discount management

Read Reviews (21)

Read Reviews (0)

knowledge management

Read Reviews (20)

Read Reviews (1)

conversion management

Read Reviews (15)

Read Reviews (1)

customer feedback management

Read Reviews (11)

Read Reviews (0)

measuring customer satisfaction

Read Reviews (6)

Read Reviews (0)

content management

Read Reviews (11)

Read Reviews (8)

content sharing

Read Reviews (2)

Read Reviews (0)

pipeline management

Read Reviews (7)

Read Reviews (1)

subscription management

Read Reviews (5)

Read Reviews (0)

category management

Read Reviews (5)

Read Reviews (0)

conference call management

Read Reviews (5)

Read Reviews (0)

lifetime value management

Read Reviews (4)

Read Reviews (1)

products & pricelist management

Read Reviews (4)

Read Reviews (0)

database marketing

Read Reviews (3)

Read Reviews (0)

segmentation and targeting

Read Reviews (3)

Read Reviews (13)

loyalty management

Read Reviews (3)

Read Reviews (1)

identify target customers

Read Reviews (2)

Read Reviews (1)

revenue cycle management

Read Reviews (2)

Read Reviews (0)

account management

Read Reviews (2)

Read Reviews (4)

follower management

Read Reviews (2)

Read Reviews (0)

sales review & feedback

Read Reviews (2)

Read Reviews (0)

opportunity management

Read Reviews (1)

Read Reviews (5)

competitive intelligence

Read Reviews (1)

Read Reviews (16)

personalized marketing

Read Reviews (1)

Read Reviews (3)

SeealllessActivities

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

  • Increase sales & revenue

  • Acquire customers

  • Improve ROI

  • Scale best practices

  • Enhance customer relationships

  • Improve brand engagement

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve digital and social presence

  • Improve internal communications

  • See 7 more

Top Channels

Channels Used

  • social media

  • e-mail

  • text SMS

  • Facebook

  • Twitter

  • phone calls

  • LinkedIn

  • video

  • See 5 more

  • social media

  • e-mail

  • text SMS

  • Facebook

  • Twitter

  • phone calls

  • LinkedIn

  • video

  • See 5 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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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting