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Agile CRM vs Membrain

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Our analysts compared Agile CRM vs Membrain based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Agile CRM Software Tool
Membrain Software Tool
SelectHub Award Winner
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Product Basics

Agile CRM is an all-in-one cloud platform that enables companies to handle all activities and tasks across the customer lifecycle. With integrated modules for marketing, sales and service, it provides capabilities such as contact management, a deal pipeline, lead scoring, project management, email marketing and campaigns, service automation, and live chat.

Targeted primarily at small businesses, it allows users to maintain visibility into contacts, boost results with sales enablement, engage web users and deliver comprehensive support. Free and premium versions are available.
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Membrain is a cloud-based software solution by Upstream that lets users execute their sales operations and continually improve sales strategy with coaching. Known for its sales enablement capabilities, it offers prospecting, lead scoring, contact management, pipeline management, communication management, content management and sales analytics.

Built for B2B organizations with a long sales cycle, it guides sales teams through each stage of the sales pipeline for optimal performance and drives better execution through coaching and strategy.
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$8.99/User, Monthly, Freemium
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Tailored to your specific needs
$65 Monthly
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Tailored to your specific needs
Small 
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Large 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Saves Money: Take advantage of foundational CRM features with a free version. Supporting up to 10 users, it includes 1,000 contacts, custom deal tracks and data fields, email campaigns and templates, appointments, leading scoring, and more. There’s no limit on deals, documents or tasks. 
  • Reduces Screen Switching: Improve productivity through email integration to make inboxes fully accessible within Agile CRM. Send and receive emails, search for past emails located in the original app, and track metrics. Sync up to three third-party tools at a time, including Gmail and Office 365, with the option to set up IMAP as well. 
  • Provides Business Insights: Assess how well the business is performing across critical metrics. Drill down to page visits and duration, learn the origin of website visitors, track contact behaviors, get an overview of the sales funnel, measure growth over time and more. Report customizations and delivery scheduling aid control over data analysis. 
  • Hosts Data Privately: Ensure data privacy through individual hosting on Google’s cloud infrastructure, which provides a single database for each client rather than hosting all client information on a single database. 
  • Drives Revenue: Quickly identify and prioritize the deals that are most likely to close with automated lead scoring, generating a higher ROI. 
  • Engages Sales Reps: Ensure team motivation and performance with gamification. Customizable leaderboards help prompt competition while collaborative tools foster team-wide benefits. Monitor performance via reports and real-time alerts. 
  • Optimizes Marketing Efforts: Gain visibility into what email content works and what doesn’t by using A/B testing. Leverage industry insights in campaigns via social listening, which monitors influencer conversations and tracks relevant industry trends and topics. 
  • Enhances Online Engagement: Manage online reputation and respond to issues with data streams and notifications of complaints about the brand to avoid manual searches. 
  • Streamlines Work: Support collaboration, task organization and visibility into project details. A drag-and-drop interface and filters makes updating information fast and easy. 
  • Simplifies Lead Generation: Gather leads from social channels and import them into the CRM database, either individually or as bulk uploads. Capture leads from LinkedIn via a sidebar popup and use the email finder to search for emails based on contact name and company. Tag leads when they’re entered to aid segmentation. 
  • Enables Seamless Service: Deliver top-notch customer service with the ability to create and manage service groups. Divide agents by assigning members to product lines. Response routing ensures customers are paired with the team or agent best equipped to handle their issue. 
  • Extends Capabilities: Integrate with more than 40 third-party apps for billing, e-commerce, social media, CMS, telephony, support and email. Notable plugins include Shopify, QuickBooks, Unbounce, RingCentral, Google Apps, Zendesk and Zapier. 
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  • Seamless Operations:  Users can streamline their sales operations, benchmark their processes and track activities and goals from a central platform, making it easier to keep everyone on the same page. 
  • Improve Sales Effectiveness:  With well-defined sales processes and coaching, users can build and scale their sales strategy for effective and sustainable growth. 
  • Increase Win Rates:  Sales playbooks, coaching and integrated sales content ensure that sales executives follow a logical yet personalized approach to sales with each assigned lead, improving their win rates. 
  • Increase Revenue:  With continual optimization of sales processes, improving win rates, faster ramp-up times and larger deal sizes, Membrain helps users boost their revenue. 
  • Team Collaboration:  The platform facilitates team communication and coordination between sales team members from a central system. 
  • Mobile App:  Membrain has fully-featured Android and iOS apps for users to manage work on-the-go. 
  • Integrations:  Apart from pre-built integrations with key players, Membrain offers hundreds of third-party integrations through Zapier. 
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  • Marketing Automation: Makes building workflows for drip campaigns easy with a drag-and-drop designer. Autoresponders, email scheduling and automated social posts further increase efficiency. 
  • Email Marketing: User-friendly tools help build emails, conduct outreach and track results. Includes a drag-and-drop editor, custom and off-the-shelf templates, personalization, integrated lead scoring, contact list import, real-time alerts, and more. 
  • Multichannel Campaigns: Boost promotion and brand awareness efforts with a diverse approach to reach an audience on their preferred platforms, from social media to email to SMS. 
  • Landing Page Builder: No-code tools and templates remove the hassle from the design process for non-technical users, while a code editor empowers tech-savvy users to customize as they need. Web forms aid lead gen efforts and responsive design ensures a proper layout on any device. 
  • Web Forms and Popups: Pre-configured and customizable templates help capture more leads via website popups and forms. Place anywhere and specify popup timing. Email alerts notify about new form submissions and automated routing sends leads to predetermined campaigns. 
  • Social CRM: Sales, marketing and service teams can seamlessly incorporate social channels into their efforts via integrations with Facebook, Twitter, Google Plus and Tower Data. This supports scheduled posts, campaigns, helpdesk responses, lead discovery and more. 
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  • Accounts and Contacts:  Users can store and manage their individual contacts as well as organize contacts belonging to an organization into accounts. They can also leverage global search tools for quick access to information about any contact or account. Users can also create smart lists with filters, groups and inline edits. 
  • Data Enrichment:  Membrain offers automated data enrichment for contacts and accounts and fills in details like addresses, phone numbers and social media accounts with a single click. Users just have to add the website or email address for a given account or contact. 
  • Custom Fields:  Users can add custom fields to their contacts and accounts to add specific information as required. Custom fields are automatically added to filtering and grouping parameters for better segmentation and targeted communication. 
  • Sales Pipeline Overview:  This system offers a flexible and visual overview of the sales pipeline to its users, along with drill-down details on each opportunity and actionable guidance to close a given deal. Users can manage multiple pipelines and filter and group through different stages of each pipeline to find relevant information. 
  • Customizable Sales Process:  Users can define their sales process from first communication to winning and managing a deal. Custom benchmarks, actionable steps, KPIs and best practices can be added with a simple drag-and-drop feature to build a workflow. 
  • Integrated Sales Content:  Managers can embed sales enablement content like templates, collateral, training and coaching materials within workflows, to ensure that their sales executives take the right action at the right time, and improve their performance. 
  • Membrain Guide:  With Membrain Guide, users can access real-time intelligence and actionable guidance for any given opportunity, using a set of pre-defined to complete their goals. 
  • Sales Performance Management:  Managers can configure important KPIs for individual and team-level sales goals such as quota, sales cycle, deal size, win rates and more. It can also track performance against these metrics in real-time with a visual interface. 
  • Membrain Meet:  Membrain Meet is a scheduling feature within the platform that helps users set up meetings and sync them with their calendars with a single click. 
  • Email Management:  Membrain integrates with all major email providers to organize incoming mails, offer pre-written and customizable email templates for specific purposes, and track recipient engagement. It also highlights important emails by Prospects and Opportunities, so that sales executives can follow up as required. 
  • Task Management:  Membrain offers an intuitive task management system that curates meetings and other important tasks from the workflow and calendar and sets up automated reminders and notifications. 
  • Prospect Management:  Users can define and identify their ideal customer profiles to identify high-value prospects that fit their criteria in multiple prospective campaigns to build an active stream of leads. These leads can be further qualified and scored based on data. 
  • Sales Playbook:  Managers can build multiple customized sales processes and create situational playbooks to assist their sales team through various sales situations. Similarly, managers can also map out deal-level strategies and manage stakeholders involved in the decision-making team for a given deal or account. 
  • Sales Analytics+::  Once important metrics pertaining to an individual or team level are defined, the Sales Analytics+ feature tracks them and provides a real-time visual representation of data. It also offers actionable insights, helping users identify trends and patterns while adjusting their strategy to improve performance. 
  • Dashboard:  This solution offers a customizable drag-and-drop dashboard that presents all relevant sales information in an intuitive visual manner. The live dashboard can also be shared with external stakeholders directly or used to pull reports and create presentations for external sharing. 
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Product Ranking

#11

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#80

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CRM Software

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User Sentiment Summary

Great User Sentiment 1186 reviews
Excellent User Sentiment 20 reviews
82%
of users recommend this product

Agile CRM has a 'great' User Satisfaction Rating of 82% when considering 1186 user reviews from 5 recognized software review sites.

96%
of users recommend this product

Membrain has a 'excellent' User Satisfaction Rating of 96% when considering 20 user reviews from 2 recognized software review sites.

4.6 (11)
n/a
4.1 (268)
n/a
4.05 (440)
4.8 (10)
4.2 (389)
4.8 (10)
3.5 (78)
n/a

Awards

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Membrain stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Automation: 100% of the users who mention this feature said that the platform helps eliminate manual work by automating all the required actions.
Ease of Use: The platform is easy to use, with 70% of reviews referencing it stating that the system simplifies tasks and usage.
Support and Knowledge Base: 78% of users who mention support suggested customer service and the knowledge base are useful and help resolve queries.
Easy Integrations and Customization: Powerful features and integrations help scale productivity and speed up workflows, according to 61% of reviews mentioning integrations and customizations.
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Visual Sales Pipeline: Users praise Membrain's visually intuitive sales pipeline, which allows them to easily track deals and understand their progress at a glance.
Sales Process Enforcement: Membrain helps enforce consistent sales processes by guiding salespeople through each stage and ensuring they complete necessary tasks, leading to improved sales execution.
Actionable Insights: Users appreciate Membrain's ability to provide actionable insights into sales performance, allowing them to identify bottlenecks, track key metrics, and make data-driven decisions to optimize their sales strategies.
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Not Cost-Effective: 66% of the users who reviewed the pricing mentioned Agile CRM is slightly pricey.
No Modern Templates: The platform could benefit from newer and more modern email templates, as noted by 100% of the reviews referring to this feature.
Difficult Setup: 75% of users who reviewed the setup suggested that the platform can initially be a little intimidating and challenging.
Clunky User Interface: The UI is outdated and not very interactive, according to 100% of the users who mentioned the interface.
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Limited Customization: Users have expressed frustration over the inflexibility of Membrain's customization options, particularly when it comes to sales process templates. They feel restricted by the pre-defined templates and find it challenging to tailor them to their specific workflows.
Steep Learning Curve: The platform's complexity and non-intuitive interface have been cited as major drawbacks. New users often find it difficult to navigate and utilize the software's full potential without extensive training and support.
Reporting Limitations: Generating comprehensive and insightful reports can be cumbersome in Membrain. Users desire more flexibility and granularity in reporting options to gain deeper insights into their sales performance and pipeline.
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Agile CRM is a unified platform that aids sales, marketing and service efforts through features such as sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony and helpdesk. It provides exceptional automation and is easy to use, even though it’s difficult to set up initially and some reviews indicated the need for a cleaner UI and more modern email templates. However, it also boosts efficiency with customizations and integrations, while having helpful avenues for receiving support. The software is slightly overpriced for the features offered but is robust when it comes to performance. It’s best for small and medium businesses looking to get their workflows organized and automated to avoid manual workloads.

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User reviews from the last year suggest that Membrain is a powerful tool for businesses looking to streamline their sales processes, but it may not be the right fit for everyone. Users praise Membrain for its robust features, particularly its ability to visualize the sales pipeline and automate tasks, which helps sales teams stay organized and focused on closing deals. For example, users highlight the platform's intuitive drag-and-drop interface for managing deals and its customizable sales process templates as major strengths. However, some users find Membrain's pricing to be a significant barrier, especially for smaller businesses or startups with limited budgets. Additionally, some users have reported a steep learning curve, suggesting that Membrain may not be the most user-friendly platform for those new to CRM. While Membrain offers comprehensive customer support, some users have expressed frustration with the platform's lack of a mobile app, which can hinder productivity for teams on the go. Ultimately, Membrain seems best suited for established businesses with complex sales processes and the resources to invest in a sophisticated CRM solution. Its focus on sales pipeline management and automation makes it a valuable asset for sales-driven organizations looking to optimize their performance and drive revenue growth.

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