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Software · head to head

Agile CRM vs ClientSuccess

Agile CRM logo

Agile CRM

Software

All-in-one CRM, Marketing, and Service Software

From
Free
Rated
-
Full reviewWebsite
ClientSuccess logo

ClientSuccess

Software

Customer Success Management Made Simple

From
$99/month
Rated
-
Full reviewWebsite

The short version

  • Only Agile CRM has a free tier, so it costs nothing to try first.
  • Each has a real cost: Agile CRM the Internet Archive's capture of Agile CRM's pricing page on 29 December 2022 listed Starter at $8.99 per user per month (2-year rate), Regular at $29.99, and Enterprise at $47.99, with the Free tier capped at 10 users and 1,000 contacts.; ClientSuccess setup and configuration requires significant implementation effort
  • They diverge on capability: Agile CRM covers Contact management, ClientSuccess covers Health scores.

Where they differ

Only the attributes on which Agile CRM and ClientSuccess actually diverge.

Attributes where Agile CRM and ClientSuccess differ
AttributeAgile CRMClientSuccess
Starting priceFree$99/month
Free tierYesNo
Founded20092014

Identical on both: pricing model (subscription), platforms (Web), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Agile CRM

  • Contact management
  • Lead scoring
  • Email automation
  • Marketing automation
  • Service desk
  • Web forms
  • Analytics
  • Zapier

Only in ClientSuccess

  • Health scores
  • Customer lifecycle management
  • Success cycles
  • Pulse surveys
  • Executive dashboards
  • Salesforce
  • HubSpot
  • Zendesk

Both cover

  • Slack
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Agile CRM

  • Sales managementnot ClientSuccess
  • Marketing automationnot ClientSuccess
  • Customer servicenot ClientSuccess

ClientSuccess

  • Customer Successnot Agile CRM
  • Account Managementnot Agile CRM
  • Retentionnot Agile CRM

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Agile CRM

  • The Internet Archive's capture of Agile CRM's pricing page on 29 December 2022 listed Starter at $8.99 per user per month (2-year rate), Regular at $29.99, and Enterprise at $47.99, with the Free tier capped at 10 users and 1,000 contacts.

ClientSuccess

  • Setup and configuration requires significant implementation effort
  • Custom metrics setup requires some technical knowledge

Pricing, plan by plan

Agile CRM

Free
  • FreeFree
    • Contact management
    • Task management
  • Starter$9/month
    • Everything in Free
    • Email automation
    • Landing pages
  • Business$39/month
    • Everything in Starter
    • Advanced analytics
    • API access

ClientSuccess

$99/month
  • Startup$99/month
    • Basic health scores
    • Customer profiles
  • Growth$199/month
    • Playbooks
    • Automation
    • Reporting

Which should you pick?

Choose Agile CRM if

  • You need contact management.
  • You want to start without paying.
  • You also want lead scoring.
Agile CRM review

Choose ClientSuccess if

  • You need health scores.
  • You also want customer lifecycle management.
ClientSuccess review

Questions people ask

Is Agile CRM or ClientSuccess better?
Neither clearly leads. Agile CRM starts at Free and ClientSuccess at $99/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Agile CRM or ClientSuccess?
Agile CRM has a free tier; the other does not. Paid plans start at Free for Agile CRM and $99/month for ClientSuccess.
Does Agile CRM or ClientSuccess run on more platforms?
Both run on Web, so platform support will not decide this one for you.
Can I use Agile CRM for free?
Yes. Agile CRM has a free tier, so you can try it without paying. ClientSuccess starts at $99/month.
What is Agile CRM best used for?
Agile CRM is most often used for sales management, marketing automation, customer service. Of those, sales management and marketing automation are not what ClientSuccess is typically brought in for.
What can Agile CRM do that ClientSuccess cannot?
Agile CRM covers Contact management, Lead scoring, Email automation, Marketing automation. ClientSuccess covers Health scores, Customer lifecycle management, Success cycles, Pulse surveys. Both handle Slack, Web support.

Answered from the vendors’ own pages

ClientSuccess: What integrations does ClientSuccess support?

ClientSuccess offers 28+ native integrations including Salesforce, HubSpot, Pendo, Mixpanel, Amplitude, Zendesk, Intercom, Freshdesk, billing systems, Gmail, Outlook, Slack, and Microsoft Teams.

Source
ClientSuccess: What features does ClientSuccess provide?

ClientSuccess provides SuccessScore health scoring, Pulse sentiment tracking, SuccessCycles lifecycle playbooks, renewal and revenue management, a 360-degree customer dashboard, and SmartCS AI co-pilot for surfacing insights.

Source
ClientSuccess: Who is ClientSuccess designed for?

ClientSuccess is designed for SaaS companies between $5M and $500M ARR. It offers the highest-rated customer success platform for mid-market companies without enterprise-level pricing.

Source
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Related pages

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