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Software · head to head

Agile CRM vs Tana

Agile CRM logo

Agile CRM

Software

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

From
Free
Rated
-
Full reviewWebsite
Tana logo

Tana

Software

The everything app for your personal workspace

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.; Tana the free plan hosts only 5 meetings a month with AI transcripts and summaries
  • They diverge on capability: Agile CRM covers Contact management, Tana covers Outliner interface.

Where they differ

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

Attributes where Agile CRM and Tana differ
AttributeAgile CRMTana
Pricing modelsubscriptionfreemium
PlatformsWebWeb, Desktop
Founded20092020

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
  • Slack

Only in Tana

  • Outliner interface
  • Supertags
  • Live queries
  • AI integration
  • Graph views
  • Email capture
  • API
  • SSO

Both cover

  • Zapier
  • Cloud deployment
  • Web support

What people use each for

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

Agile CRM

  • Sales managementnot Tana
  • Marketing automationnot Tana
  • Customer servicenot Tana

Tana

  • Structured note taking with a graph based supertag data modelnot Agile CRM
  • Automatic meeting capture with AI transcripts and summariesnot Agile CRM
  • Turning notes into queryable structured databasesnot 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.

Tana

  • The free plan hosts only 5 meetings a month with AI transcripts and summaries
  • The free plan connects only 1 calendar and allows 50 AI queries
  • Pro is $30 per user per month at standard price, with $20 shown as an early bird rate
  • Max is $120 per user per month at standard price, with $80 shown as an early bird rate
  • Integrations and full MCP require the Pro plan
  • Dedicated support and onboarding, and unlimited agents, skills and types, require the Max plan
  • The Business plan is custom priced, billed yearly and has no published rate
  • The free trial runs 30 days

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

Tana

Free
  • FreeFree
    • Core features
    • Supertags
    • Searches
  • Pro$10/month
    • Advanced AI
    • Priority support
    • Extended history

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 Tana if

  • You need outliner interface.
  • You want to start without paying.
  • You work on Web, Desktop.
  • You also want supertags.
Tana review

Questions people ask

Is Agile CRM or Tana better?
Neither clearly leads. Agile CRM starts at Free and Tana at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Agile CRM or Tana?
Agile CRM starts at Free and Tana at Free.
Does Agile CRM or Tana run on more platforms?
Agile CRM runs on Web. Tana runs on Web, Desktop.
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 Tana is typically brought in for.
What can Agile CRM do that Tana cannot?
Agile CRM covers Contact management, Lead scoring, Email automation, Marketing automation. Tana covers Outliner interface, Supertags, Live queries, AI integration. Both handle Zapier, Cloud deployment, Web support.
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