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CRM & Sales · head to head

Agile CRM vs Expensify

Agile CRM logo

Agile CRM

CRM & Sales

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

From
Free
Rated
-
Full reviewWebsite
Expensify logo

Expensify

All industries

Expense management for receipts, bills & more

From
$5/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.; Expensify minimal offline expense entry capabilities hamper use in areas with unstable internet
  • They diverge on capability: Agile CRM covers Contact management, Expensify covers SmartScan receipts.

Where they differ

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

Attributes where Agile CRM and Expensify differ
AttributeAgile CRMExpensify
Starting priceFree$5/month
Pricing modelsubscriptionUnknown
Free tierYesNo
PlatformsWebWeb, iOS, Android
CategoryCRM & SalesAll industries
Founded20092008

Identical on both: user rating (Not yet rated).

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 Expensify

  • SmartScan receipts
  • Expense reports
  • Corporate cards
  • Reimbursements
  • Travel booking
  • Mileage tracking
  • Multi-currency
  • Real-time syncing

Both cover

  • Slack
  • GDPR
  • Cloud deployment

What people use each for

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

Agile CRM

  • Sales managementnot Expensify
  • Marketing automationnot Expensify
  • Customer servicenot Expensify

Expensify

  • Expense reportingnot Agile CRM
  • Receipt managementnot Agile CRM
  • Travel expensesnot Agile CRM
  • Corporate card managementnot Agile CRM
  • Reimbursementsnot 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.

Expensify

  • Minimal offline expense entry capabilities hamper use in areas with unstable internet
  • OCR receipt data extraction requires manual review and correction for accuracy
  • Per-user pricing model increases costs for larger organizations

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

Expensify

$5/month

No published plan breakdown. See the Expensify review.

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 Expensify if

  • You need smartscan receipts.
  • You work on Web, iOS, Android.
  • You also want expense reports.
Expensify review

Questions people ask

Is Agile CRM or Expensify better?
Neither clearly leads. Agile CRM starts at Free and Expensify at $5/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Agile CRM or Expensify?
Agile CRM has a free tier; the other does not. Paid plans start at Free for Agile CRM and $5/month for Expensify.
Does Agile CRM or Expensify run on more platforms?
Agile CRM runs on Web. Expensify runs on Web, iOS, Android.
Can I use Agile CRM for free?
Yes. Agile CRM has a free tier, so you can try it without paying. Expensify starts at $5/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 Expensify is typically brought in for.
What can Agile CRM do that Expensify cannot?
Agile CRM covers Contact management, Lead scoring, Email automation, Marketing automation. Expensify covers SmartScan receipts, Expense reports, Corporate cards, Reimbursements. Both handle Slack, GDPR, Cloud deployment.

Answered from the vendors’ own pages

Expensify: How does Expensify capture receipts?

Expensify uses SmartScan technology with OCR to automatically extract data from receipt images, reducing manual data entry. Users can photograph receipts with their phone to quickly create expense entries.

Source
Expensify: What reimbursement methods does Expensify support?

Expensify supports ACH reimbursement via direct deposit after setting up a direct deposit account. Next-day reimbursement is available, or standard processing takes 3-5 business days.

Source
Expensify: How does Expensify offline mode work?

Expensify has limited offline capabilities. Users can capture receipts offline, but data syncs when internet connectivity is restored. Full functionality requires online access.

Source
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