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Software · head to head

Agile CRM vs Melio

Agile CRM logo

Agile CRM

Software

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

From
Free
Rated
-
Full reviewWebsite
Melio logo

Melio

Software

Simple business payments

From
Free
Rated
-
Full reviewWebsite

The short version

  • 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.; Melio go (free) plan limited to one user only
  • They diverge on capability: Agile CRM covers Contact management, Melio covers Vendor payments.

Where they differ

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

Attributes where Agile CRM and Melio differ
AttributeAgile CRMMelio
Pricing modelsubscriptionfreemium
PlatformsWebWeb, Mobile app
Founded20092018

Identical on both: starting price (Free), free tier (Yes), 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 Melio

  • Vendor payments
  • Card to check
  • Payment scheduling
  • Approval workflows
  • QuickBooks sync
  • QuickBooks
  • Xero
  • FreshBooks

Both cover

  • Web support

What people use each for

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

Agile CRM

  • Sales managementnot Melio
  • Marketing automationnot Melio
  • Customer servicenot Melio

Melio

  • Accounts payable automationnot Agile CRM
  • Bill management and payment schedulingnot Agile CRM
  • Multi-vendor payment processingnot Agile CRM
  • Invoice receivables and payment collectionnot 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.

Melio

  • Go (free) plan limited to one user only
  • ACH charges £0.50 per transaction beyond monthly allowance (5-50 free depending on plan)
  • Card payment fees range from 2.9% to 2.9% plus £75 maximum
  • International payments limited to select currencies only
  • NetSuite integration only available in Unlimited plan (£80/month minimum)

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

Melio

Free

No published plan breakdown. See the Melio 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 Melio if

  • You need vendor payments.
  • You want to start without paying.
  • You work on Web, Mobile app.
  • You also want card to check.
Melio review

Questions people ask

Is Agile CRM or Melio better?
Neither clearly leads. Agile CRM starts at Free and Melio at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Agile CRM or Melio?
Agile CRM starts at Free and Melio at Free.
Does Agile CRM or Melio run on more platforms?
Agile CRM runs on Web. Melio runs on Web, Mobile app.
Can I use Agile CRM for free?
Both have a free tier, so you can try either at no cost before committing.
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 Melio is typically brought in for.
What can Agile CRM do that Melio cannot?
Agile CRM covers Contact management, Lead scoring, Email automation, Marketing automation. Melio covers Vendor payments, Card to check, Payment scheduling, Approval workflows. Both handle Web support.
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