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Software · head to head

Agile CRM vs Proposify

Agile CRM logo

Agile CRM

Software

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

From
Free
Rated
-
Full reviewWebsite
Proposify logo

Proposify

Software

Proposal Software That Closes Deals

From
$49/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.; Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • They diverge on capability: Agile CRM covers Contact management, Proposify covers Proposal templates.

Where they differ

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

Attributes where Agile CRM and Proposify differ
AttributeAgile CRMProposify
Starting priceFree$49/month
Free tierYesNo
Founded20092013

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
  • Zapier
  • Slack

Only in Proposify

  • Proposal templates
  • Content library
  • Electronic signatures
  • Interactive pricing
  • Salesforce
  • HubSpot
  • Pipedrive
  • Stripe

Both cover

  • Analytics
  • Web support

What people use each for

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

Agile CRM

  • Sales managementnot Proposify
  • Marketing automationnot Proposify
  • Customer servicenot Proposify

Proposify

  • Creating and sending sales proposals with e signaturenot Agile CRM
  • Tracking proposal engagement and approval workflowsnot 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.

Proposify

  • Document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • The Business plan's overage rate of $0.75 per send is higher than either cheaper plan despite starting at $3,900 a year
  • Document analytics, integrations and custom fields all require the Team plan at $49 per user per month
  • API access and SSO are Business only
  • The Basic plan includes a single collaborator seat

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

Proposify

$49/month
  • Team$49/month
    • Unlimited proposals
    • Templates
    • Analytics
  • Business$65/month
    • Roles & permissions
    • Custom branding
    • Integrations

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 Proposify if

  • You need proposal templates.
  • You also want content library.
Proposify review

Questions people ask

Is Agile CRM or Proposify better?
Neither clearly leads. Agile CRM starts at Free and Proposify at $49/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Agile CRM or Proposify?
Agile CRM has a free tier; the other does not. Paid plans start at Free for Agile CRM and $49/month for Proposify.
Does Agile CRM or Proposify 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. Proposify starts at $49/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 Proposify is typically brought in for.
What can Agile CRM do that Proposify cannot?
Agile CRM covers Contact management, Lead scoring, Email automation, Marketing automation. Proposify covers Proposal templates, Content library, Electronic signatures, Interactive pricing. Both handle Analytics, Web support.
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Related pages

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