Compare Solve Client Manager vs Teamleader vs Agile CRM

Agile CRM

CRM
 (31)
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Crozscore:

80%
what is this?
66%
42%
interest rising

Crozscore:

86%
what is this?
89%
37%
no significant changes

Crozscore:

83%
what is this?
70%
45%
interest falling
Solve Client Manager screenshot view 2 more Teamleader screenshot Agile CRM screenshot

Software Description:

A sophisticated CRM refined into a simple app with a web portal. Chosen by thousands to manage day-to-day operations, client activity and pretty much anything else—jobs, properties, projects, claims, cases, assets, etc.

Solve connects your business through the devices your staff already love using and presents what's important to them in a simple and straightforward manner. It will never feel 'complicated.'

You won't find a better CRM for:

  • Use on a phone and tablet
  • Working quickly
  • Managing activity and relations between clients and your service
  • Dropping notes/photos/follow-ups, filling out forms and checking details
  • Embedded mapping and geolocation assist
  • Google email and calendar integration
  • Accessing CRM directly in Google Sheets

Software Description:

Teamleader enables small and medium sized businesses to organise their business, build better relationships and collaborate with their team in a single tool.

A simple interface and a variety of integrations allow your business to stay efficient, optimize workflow and work smarter.

Software Description:

Agile centralizes real-time customer data, making it readily accessible and actionable across all teams. Additionally, Agile offers integrations with over 40 leading third-party applications such as Microsoft Office 365, Google G-Suite, RingCentral, Intuit QuickBooks, and more. It is created by the ClickDesk team (the most sought-after live chat product), Agile CRM which launched in late 2013 in Sunnyvale, CA to manage customer journeys. The company also maintains offices in India and the Philippines.

Key Features:

  • Sales
    Agile CRM's sales automation software creates new tasks automatically for your team. Put your appointment calendar online and automate everything from telephony to follow-up emails. Reach a dramatically higher ROI with complete contact views, deal tracks, lead scoring, real-time alerts, and deep analytics. The contact timeline in the Sales Automation CRM provides all the necessary information about customer’s journey.

  • Marketing
    Market like the most successful companies in the world with Agile CRM's marketing automation software. Build automated marketing campaigns in minutes and start capturing more leads today! Features include web popups, email newsletters, autoresponders and automatically personalized campaigns across mobile and social media channels. Score leads and segment contacts automatically based on email opens, link clicks, web browsing activity, custom tags and more.

  • Service
    Agile CRM enables businesses to provide customer experience that’s more personalized and productive. This offers a way for companies to walk a few steps closer to understand customers and help them at crucial junctures of the customer lifecycle. With a wide array of features such as groups, views, SLAs, workflows, canned responses, reports, recommendations and integrations, small and medium businesses can ramp up their customer service. This puts support at your fingertips and forms an integral part of the customer journey. So, automate your service management and support functions with efficient Helpdesk Software.

  • Integrations
    Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps. Integrate your email, social, billing and support apps for complete customer data and smarter selling. Want to make, record and automate calls from the CRM? Our advanced telephony integration is the best in the industry! Benefit from a range of Agile CRM integrations.

Features:

  • Click-to-Dial
  • Call Tracking
  • Dashboard
  • Scheduling
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Multi-User
  • Inventory Tracking
  • Google Apps Integration
  • Project Management
  • Marketing Automation
  • Notifications
  • Email Integration
  • Data Export
  • Data Import
  • Data Visualization
  • 2-Factor Authentication
  • Contact Sharing
  • Contact Management
  • External Integrations
  • Batch Permissions & Access
  • File Sharing

Features:

  • Vacation Calendar
  • Attendance Tracking
  • Employee Database
  • CRM Integration
  • Chat
  • PayPal
  • BitCoin
  • Stripe
  • Multi-Currency
  • Click-to-Dial
  • Conversion Tracking
  • Time Management
  • Payment Processor
  • Billing/Invoicing
  • Budgeting
  • File Sharing
  • Batch Permissions & Access
  • External Integrations
  • Contact Management
  • Contact Sharing
  • Data Visualization
  • Forecasting
  • Data Import
  • File Transfer
  • Data Export
  • Notifications
  • Email Integration
  • API
  • Project Management
  • Google Apps Integration
  • Third-Party Plugins/Add-Ons
  • Gantt Charts
  • Multi-User
  • Call Tracking
  • Dashboard
  • Scheduling
  • Calendar Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Lead Scoring

Features:

  • Contact Sharing
  • Third-Party Plugins/Add-Ons
  • Google Apps Integration
  • Click-to-Dial
  • API
  • Multi-User
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Call Tracking
  • Project Management
  • Marketing Automation
  • Notifications
  • Email Integration
  • Contact Management

Summary:

  • iPhone, iPad, and Android Apps

  • Intuitive Interface

  • Google and Microsoft Sign-in

  • Google Calendar Integration

  • Flexible Contact and Project records

  • Workflow Automation

  • Priority Management

  • Failsafe Handoff Protocol

  • Notifications and Reminders

  • Responsive Support

Summary:

  • Teamleader unifies CRM, project planning and invoicing in a simple and intelligent tool

  • Build better relationships

  • Organize your business

  • Collaborate with your team

  • Keep your workflow simple

  • Focus on your business, not you administration

  • Be professional

  • Create invoices in 3 clicks

  • Keep track of your contacts

Summary:

    No key features associated with this application.

Solve Client Manager

$25.00
1 user(s) / month
Included in plan:
  • 25GB/User

CRM

$25.00
2 user(s) / month
Included in plan:
  • 14 day free demo
  • Support
  • Integration with Office 365
  • VoIP integration
  • 35GB file storage
  • Daily back-ups
  • Integration with Google Apps
  • API & Webhooks
  • Free updates
  • Integration with iCloud

CRM+invoicing

$50.00
2 user(s) / month
Included in plan:
  • 14 day free demo
  • support
  • integration with office 365
  • VoIP integration
  • 35GB file storage
  • daily back-ups
  • integration with Google apps
  • API & Webhooks
  • Free updates
  • integration with iCloud
  • CRM & Offers
  • Time tracking
  • Lead Management
  • Calendar Management

CRM+invoicing+project management

$100.00
2 user(s) / month
Included in plan:
  • 14 days free demo
  • 35GB file storage
  • integration with iCloud
  • integration with office 365
  • free updates
  • API & Webhooks
  • support
  • VoIP integration
  • daily back-ups
  • integration with Google Apps
  • CRM & Offers
  • Time Tracking
  • Lead Management
  • Calendar Management

CRM+invoicing+project management+ticketing

$150.00
2 user(s) / month
Included in plan:
  • 14 days free demo
  • 35GB file storage
  • integration with iCloud
  • integration with office 365
  • free updates
  • API & Webhooks
  • support
  • VoIP integration
  • daily back-ups
  • integration with Google apps
  • CRM & Offers
  • Time Tracking
  • Lead Management
  • Calendar Management

Per Extra user

$10.00
1 user(s) / month
Included in plan:
  • one extra user

FAQs:

    Who are the main user groups of this service?
    • HVAC
    • Real Estate
    • Home Service Professionals
    • Financial Advisors
    • Mortgage Brokers
    • Insurance Brokers
    • Manufacturing
    • Education
  • What is this service generally used for?
    • Contacts Management
    • Task Management
    • Project/Job/Site Management
    • Field Staff/Dispatching
    • Traveling Salespeople
  • What are some applications this service is commonly used in tandem with?
  • G-Suite, MS Azure, Xero, Wufoo, Zillow/Trulia, Inbox, Freshbooks, MailChimp, Constant Contact, Zendesk, and Zapier.

  • Does this service integrate with any other apps?
  • G-Suite (Gmail, Calendar, Sheets, and SSO), MS Azure, Xero, Wufoo, Zillow/Trulia, and Inbox/Gmail/Outlook.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, for an unlimited number of users and teams.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • At additional cost.

  • What platforms does this service support?
  • Google and Microsoft based email.

FAQs:

    Does this service offer an API?
  • Yes, you can create your own integrations & submit them to the Marketplace.

    Everything you need to know to start creating your own Teamleader integrations you can find:
    - Knowledge Base
    - API Documentation
    - Contact us

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the basic premium starts with 2 users, but you can pay €10 a month/extra user.

  • What platforms does this service support?
    • Cloud, SaaS, Web
    • Mobile iOS native
    • Mobile Android native
  • Does this service offer guides, tutorials and or customer support?
  • We have a Support page where you can find the following:
    - Product Knowledge base: Use the tips and tricks in our product manual to fully benefit from Teamleader

    • Video Tutorials: Missed a live Webinar? Watch our video tutorials

    • Billing & Invoices: Questions or remarks about your received invoice?

    • Start-ups: Would you like to use Teamleader as a start-up? Discover our special start-up program.

    • Upgrades: Want to add extra users or product modules to your account? Request an upgrade!

    • Partners: Ready to spread the Teamleader love? Learn more about our partner program.

    • Status Page: Stay up-to-date on all announcements on Teamleader's status and performance

    • HR& Jobs: Have a look at our vacancies and find out what it's like to work at Teamleader

    • Marketplace: Explore, manage and build your favourite integrations in the Teamleader Marketplace

    • Developers: Learn more about our API and other technical aspects of our tool

    • Haven't found an answer? email us via support@teamleader.eu. We're here to help!

  • Does this service integrate with any other apps?
  • Yes, we integrate with more then 150 other apps.

    • Bookkeeping: Exact, Datev, Octopus, Twinfield, Yuki, CODA, Unpaid, E-Invoice (UBL), WInbooks, Bilendo, Billit, SageOne

    • Calendar: Office 365 Calendar, Google Calendar, Apple iCloud Calendar, Exchange Calendar, Kerio Connect, Google Resources, Lobbipad

    • Chat: Slaask, Hivemind, Slack

    • Contact sync: LinkedIn, Google Contacts, noCRM.io, RingCentral, Teamwork Projects, BombBomb, Robly, Teamleader, Office 365 Contacts, Zendesk, FinFolio, Constant Contact, Fastbill, Benchmark, EzTexting, Hubspot, Clio, Recurly, ActiveDEMAND, Bexio, Prospect.io, TractionNext, myphoner, Intercom, Salesforce Pardot, Odoo, Salesforce Desk, Teamwork Desk, MailUp, Easybill, Emma, Woodpecker, SageLive, Magento, ConnectWise Manage, Trello, iCloud, Chargebee, Infusionsoft, Dotloop, GetResponse, SharpSpring, Podio, Sellf, Help Scout, ONTRAPORT, Aircall, Direct Mail for Mac, ActiveCampaign, PersistIQ, Xero, Flexmail, Dotmailer, Drip, Quickbooks, MailerLite, Kustomer, Marketo, Groove, Shopify, Freshbooks

    • Dashboard: Wizer, Invantive Control, Cumul.io, Invantive Query Tool

    • Email marketing: MailChimp, Campaign Monitor, Laposta, Incantive Composition, MailUp, Mailjet, MailPlus

    • Email tracking: Office 365 Outlook, Gmail, Outlook 2013, IMAP

    • Export: Datev Export, Invantive Composition, Google Sheets, Billit, Invantive Query Tool, Wuunder

    • File Management: Dropbox, Google Drive

    • Financial Data: Trends Top, CODA, Invantive Control, CompanyView, E-invoice (UBL), Bilendo

    • Payment: Mollie, Stripe, Bancontact, Bitcoin, Sofort, Visa, PayPal, Mastercard, iDEAL, Cartes Bancaires, KBC, CartaSi, American Express, Belfius, Unpaid

    • Social: LinkedIn

    • Time Tracking: Google Chrome, Simple Simon

    • VoIP: Twilio, Voipplay, Go Integrator, Voys integratie, Xelion VoIP, 3CX

    • Web2Lead: JotForm, Wufoo, Custom Form, Formstack, Unbounce, Story Chief, Sitemanager

  • What is this service generally used for?
  • Teamleader helps you and your team work smarter so your small business thrives. Bringing CRM, project management and invoicing together with an intuitive software solution, Teamleader enables your team to collaborate, organize and build your business.

  • Who are the main user groups of this service?
  • Teamleader enables small and medium sized businesses to organise their business, build better relationships and collaborate with their team in a single tool.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Agile CRM offers service for multiple users (Free up to 10 users).

  • What is this service generally used for?
  • It's a integrated sales, marketing, and service suite that automates lead generation, nurturing, conversion, and support for growing businesses.

  • Does this service offer guides, tutorials and or customer support?
  • Agile CRM offer free onboarding for its customers.

  • Does this service offer an API?
  • Yes, this service offers it's own inbuilt API.

  • Does this service integrate with any other apps?
  • Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps.

Publisher:

Founded:
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Based in:
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Employees:
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Publisher:

Founded:
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Based in:
Gent
Employees:
51-200
Likes:
Followers:

Publisher:

Founded:
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Based in:
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Employees:
-
Likes:
Followers:

Other:

Who uses Solve Client Manager
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
Works in most English speaking countries, Europe, and parts of Asia, Africa, and South America

Other:

Who uses Teamleader
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
German, English, Norwegian, Danish, Finnish, Dutch, Italian, French, Swedish, Spanish
Regional Restrictions:
No restrictions.

Other:

Who uses Agile CRM
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Spanish
Regional Restrictions:
No restrictions.
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