Agile CRM Software


 

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, a landing-page builder and knowledge base functionalities.

The contact management module lets users record and access customer data such as contact information, interaction records, social-media accounts and lead scores. The software also offers email integration, which allows users to sync data with email services including Gmail, Microsoft Exchange and Office 365 and IMAP services.

Users can track website visitors to analyze customer behaviour, and marketing automation tools help users create marketing workflows with a drag-and-drop interface. Users can also send automatic reminders based on time and contact options. Social media integrations allow users to publish and respond to posts on social channels such as Facebook, LinkedIn and Twitter.

Pricing is per user per month. Phone and email support is available.

 

Agile CRM - Correspondence history
 
  • Agile CRM - Correspondence history
    Correspondence history
  • Agile CRM - Drag and drop interface
    Drag and drop interface
  • Agile CRM - Create template
    Create template
  • Agile CRM - Theme and layout
    Theme and layout
  • Agile CRM - Opportunities
    Opportunities
  • Agile CRM - Telephony preferences
    Telephony preferences
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

198 Reviews of Agile CRM

 

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Software Advice Reviews (9)
More Reviews (189)

Showing 1-10 of 9

Derek from AZZLY
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Average CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The price point is in line with most CRM budgets. With that low price point you get a lot of features and functionalities.

Cons

I was most disappointed with their customer support and marketing team. The support was of low quality. I did like how simple the user dashboard is, however, there are way too many ways to do things in the system and it can cause dysfunction amongst a sales team.

Review Source
 
 

Cathal from SO Limited
Specialty: Education
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Buggy, data lost, unstable.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

avoid unless the go through a customer service revolution.

Pros

Nice idea of integrating sales and marketing automation. But in reality you just cant trust the platform. Good ideas on paper.

Cons

In practice, it doesnt work. data has been lost. customer service have been unresponsive and our company missed our on Cyber Monday because of it.

Review Source
 
 

paul from paul trompeter llc
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Agle CRM - if you actually do Agile, this works well

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

go for it!

Pros

Works VERY well in true Agile ecosystems. easy to use. navigation is absolutely easy and fine. Good value for money.

Cons

if you do SCRUMbut, it will not w well at all color choices like white on grey need improvement. Different price options for lease would be nice.

Review Source
 
 

Juan Felipe from Consumer Goods
Specialty: Distribution
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

I love to work with Agile CRM

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Agile CRM I found very attractive, is software that runs in the cloud and covers most of what people are looking for in a software, it is very intuitive and its prices are adjusted to our possibilities

Review Source
 
 

Andrew from VillaBet
Specialty: Advertising

November 2015

November 2015

It Does it's job, but it could be better.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

AgileCRM is versatile and serves its purpose for marketing automation. I am pleased with the ease of creating automation campaigns, contact uploads and AgileCRMs custom fields are fantastic. AgileCRM allows me to to drilldown and define and segment many different kinds of leads in very specific groups. I can say AgileCRM has helped us bring a more personal approach to our big database of leads.

Likes Least

If I have any complaints, it's that AgileCRM is a little buggy. One big bug that stands out is the WYSIWYG email editor. It's a bit of a disaster. I simply create emails in another WYSIWYG editor and paste it into AgileCRM. And one other thing that's annoying - their pricing model is a bit misleading. The prices on their pricing page don't tell you that those prices are based on a 24 month period. The month-to-month is 2 times more expensive. And almost all of the 3rd party integrations (Twilio, Plivo, Mandrill, Twitter, etc) are blocked unless you pay for the most expensive plan.

Recommendations

So in summary, AgileCRM isn't for everyone. It definitely has helped us out. But if something better comes along with clearer pricing and less bugs, we'll probably change platforms. But for now, it's fine.

 
 

Jez from Webstars Ltd
Specialty: Software / IT

October 2015

October 2015

Fantastic CRM, easy to use but powerful features

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

We have used a number of CRM's over the past two years looking for a system that can help automate our marketing efforts and also be an easy central repository for addresses and contact details.

We used to use Highrise which was too basic, and more of a contacts manager and then trialled Pipedrive and Onepage CRM. Although these products provided some of the user features we required they all had issues which necessitated finding another CRM.

The vendor is responsive to support queries, and always replies very quickly.

Likes Least

My least favourite part of this product is the new user interface they launched, it's partly persona preference but I preferred the old UI. The vendor provided a link that lets me use the old UI but I am not sure how long this will be supported.

It would also be useful to have the option of very basic accounts that literally provide address book access. We ended up using their API to push data to google shared contacts for users who don't need the full CRM feature set.

Recommendations

We would suggest that pleasure and ease of use is critical, if the system is not enjoyable to use it won't be used or as effective. We would also suggest that the system can manage your sales pipeline in a way that makes sense for you and your sales process.

From a CRM perspective it is critical to decide what you need to achieve from a CRM, is it an address book and clients notes system, an inbound lead and marketing solution or more. We would suggest that you also check the price is affordable as you scale, some solutions are very cost effective with a small number of users but as you increase the users the fees increase substantially.

 
 

Patrick from Triangle Workforce
Specialty: Software / IT

October 2015

October 2015

Good CRM with Great email marketing capabilities

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The email marketing system is impressive and provides far more than most CRM's that include that capability. Where I felt it came up a bit short was the overall GUI design and some difficulties learning how to use it properly.
If you are looking to simply do email campaigns then Mailchimp, etc may be OK for you but if you want that functionality built around a true CRM then you should consider Agile.

Likes Least

The GUI interface and the set up of the emailing system could be more intuitive

Recommendations

Agile functions well as a stand alone CRM but it is most impressive if you are doing email marketing campaigns.
If that is important to you make sure you understand what it is capable of and ALSO that the workflow is something you are comfortable with.

 
 

R. Paul from Espresso Logic, Inc.
Specialty: Software / IT

October 2015

October 2015

Agile CRM; an easy to use CRM & Mktg/Sales Automation Software for SMB

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

many of the point features in various products are available here and well integrated in an easy to use interface

Likes Least

When we started using the product it was in beta and so it took some time to get the product stable and in the current form

Recommendations

For SMBs that don't have a large budget or don't want to invest in training, this is the best CRM along with marketing and sales automation built in

 
 

Jakub from Pribe
Specialty: Software / IT

October 2015

October 2015

Great all-in-one solution for startups

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

What I really love about AgileCRM is its nice and clean interface. I was always easy to use. The second point is the number of 3rd party services which we use and which are integrated with AgileCRM. This approach made our job much faster so we can focus on other stuff.

Likes Least

I cannot say what I like least about it. I haven't seen any cons of it.

Recommendations

If you are running a small - medium company, or you are starting a startup then AgileCRM should be the weapon of choice. The whole process from finding leads to supporting customers is really simple and powerful.

 
 

Pierre from AdoctA
Specialty: Software / IT

October 2015

October 2015

It grows with you

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The platform is easely adaptable and it scales easely with your business. The most use feature is for us the marketing campaigns

Likes Least

Sales Reporting functions could be a little bit improved.

Recommendations

Take a look at hidden cost especially on marketing automation

 
 
 
Showing 1-20 of 189

Charles from Audio Ape Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Top CRM and support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Streamlined workflow. One software that does it all.

Pros

This is the CRM that does it all. Low price great support from tech team. Also works with so many popular third parties.

Cons

Learning curve can be tough but Compared to the other CRMs this one is pretty clean and streamlined.

Review Source: Capterra
 

Jacob from PromptCloud
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

A feature rich CRM with an affordable pricing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

AgileCRM has all the features you would find in the top of the line customer relationship management tools including support for third party apps integration, API, campaign manager and a ready-made templates for emails.

Cons

The support is very bad and have had a lot of terrible experiences when things didn't go well. Another issue is the workflow, which isn't very intuitive and smooth.

Review Source: GetApp
 

Jack from Real Estate

October 2017

October 2017

Love it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

TONS of features and capabilities. It's like Photoshop... there's so much it's hard to learn them all... but it's pretty intuitive too.

Cons

A little confusing at times... but only because there's so much available. So many features, it's hard to sort through it all. But I plan to.

Review Source: GetApp
 

Suzie from HomeoAnimal
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

The Agile CRM is very easy to use, fast learning curve BUT many issues and POOR customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

the learning curve was pretty fast

Pros

Easy to use, love the design...if it weren't for the bad customer service, i would want to keep using it forever

Cons

POOR customer service
Many issues (customers do not receive our email, we do not receive our customers emails = pretty big issues when you are trying to run a business)... Issues are not a problem when people a there to help and fix those issues...but it's jsut not the case... I always have to follow up so many times with their team, they tell me they are working on it..but i never hear back from them

Review Source: Capterra
 

Simon James from Business & Marketing Advice
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Great Software for Small Business and growing ones if you Compare Marketing Automation Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This software lives up to everything we expect in a CRM and Automation software which we have outlined here: http://www.lmnt.com.au/business-advice/compare-marketing-automation-software - there are only a handful of softwares that can do EVERYTHING and this is one of them. If you are looking for a small business software to run your company for you then THIS IS IT. I am a business coach and I can tell you that if you want to take your business to the next level using technology then this is a great place to start. Good luck.

Cons

They are a young company with lots of room to grow AND THEY ARE IMPROVING everyday so whatever they don't have now they will surely have by tomorrow!! It is like every time we say "I wish agile had that" a month later they have it. This is an action packed software with lots of flexibility with other apps too so if it can't do something you can connect it with another APP very quickly.

Review Source: Capterra
 

James from Schwartz Flansburg PLLC
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Great at managing customers, reporting and support lacking

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Great interface that loads very quickly. Great for managing the customers deals and deal flow. Works best if everybody has their own account.

Cons

Support is non existent. Yes you can scheduled a time slot where they will come and help you. but I don't need help 3-5 days from now.
Reporting is the weakest part of the platform. If its not a pre-built report good luck being able to get the report that you need. For example I cannot pull a report to tell me how many deals are over the last 30 days are tagged with a specific tag.

Review Source: GetApp
 

Jason from Wipro Limited
Number of employees: 10,000+ employees Employees number: 10,000+ employees

October 2017

October 2017

Lots of features, but needs improvement in various aspects

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

AgileCrm is definitely feature rich and has every other feature you'd expect from a CRM suite. It has a full fledged campaign manager with email content editor which has a drag and drop layout. These are great to have on a CRM tool.

Cons

The integration between third party tools is always a pain and creates issues every now and then. Customer support has always been an issue as they don't seem to understand the problem easily.

Review Source: GetApp
 

James from Live Florida
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Run - Premium Pricing & Terrible support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Really great for setting up multi-channel campaigns and triggers. Responsive support when they are trying to get you to upgrade.

Cons

Very misleading pricing - once you purchase a monthly plan, you unlock the ability to purchase everything as a feature.
Once you pay for service -support makes you leave a voicemail after waiting on hold a few minutesand will eventually call you back once you have moved on to work on something else.

Review Source: GetApp
 

Michael from Paperback Expert
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

AgileCRM is super easy to learn and use! Highly recommend it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We like the Visual Campaign Builder. That's what first caught our attention. Then seeing the other visual drag-and-drop features, and how it integrates with other software, the choice was easy. Customer support was helpful as well... both via email and phone calls.

Cons

Not a lot that we don't like. AgileCRM is well built. Having built-in landing pages would be nice, but it does integrate well with other platforms.

Review Source: GetApp
 

Scott from Digital Training Group
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

A fantastic Inbound marketing system for the price. Excellent support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It is a great product for inbound marketing and sales support for my various sales funnels. Additionally, they are truly excellent with their customer support.

Pros

Great support, and full-featured inbound marketing system (forms, landing pages, campaigns, etc.). Most other competitive systems are far more expensive (and/or) are in different platforms (ie. campaigns, but not landing pages or forms)

Cons

The CRM is a bit weak. It doesn't really have features for various types of interactions (social, in-person) outside of phone calls. The mobile solution leaves a lot to be desired.

Review Source: Capterra
 

Amanda from Sun Country
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Great Features, Reasonable Price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Email marketing combined with a CRM tool put everything/everyone in the same tool.

Pros

The range of features available through Agile CRM is pretty extensive, from sales funnel to marketing, to customer support. The automation is also super flexible, we are able to create a custom automation for almost any lead or sales team action which is really helpful. The overall product look and feel is clean - not the case with many CRMs we've tested. The per user price is also really reasonable.

Cons

I've run into a few bugs/issues while using the product. The 'documents' function doesn't quite work as expected - you can't open a document, just download it. The email feature would also benefit from the ability to adjust line height. Finally re-sending a user's login credentials after set-up would be helpful.

Review Source: Capterra
 

Francesco from WineAround
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

All in one CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

contact management and customer care

Pros

Agile CRM is customizable CRM easy to use. Custom widget, custom fields and integration with Stripe are top.

Cons

Nothing in particular, has improved a lot in recent years. It would be useful an integration with Mailchimp

Review Source: Capterra
 

Alex from Alloy Marketing Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Powerful CRM that keeps getting better

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Sales tools, support desk, email sync with Gmail and contact records. Ringcentral integration is a big help as we can see the crm record for whoever calls. Xero integration.

Cons

Some small bugs that get resolved quite quickly by the friendly support team. Importing contacts from other CRM platforms could be easier.

Review Source: GetApp
 


September 2017

September 2017

Good Marketing & Sales CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like the marketing & sales features of this CRM. We can create web forms to integrate to our website. I also like that this can be connected to our other online software which we daily use which then helps us ease the manual labor of entering everything in the CRM.

Cons

We can't save email history in this CRM. Yes it syncs with our Gmail but once an email is deleted, this will also be deleted in Agile. We really value each email from our customers and it would be great if Agile can work out how to get this feature available.

Review Source: GetApp
 

Ezequiel

September 2017

September 2017

Since I start using Agil CRM I'm more productive and have more time to use to take care of my customers

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like the interface,it's very clean and easy to use. The best part is all the plug in's you can use to stop typing twice the same information and that every time to set up any answer or use a plug in you can repeat easily in another way too

Cons

I will like to be able to have two folders of contacts, the business and the personal ones, even you can , and I use tags, still will like to have 2 separated list of contacts

Review Source: GetApp
 

Sergio from Wannads
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Worth the money

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I can only review the marketing area, is the only one that I use.
I have made some email campaigns for prospects depending on the activity that they have made on our website, this is an automatic campaign, it has made us save a lot of time and easily convert some of these prospects on customers.
- Easy to generate marketing campaigns with drag and drop interface.
- Zapier integration.
- Email tracking (read/clicked).

Also, I have written to support a few times, fast and they have always solved my problems.

Review Source: GetApp
 


September 2017

September 2017

Easy to use Marketing Automation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I love the marketing automation, where the use of a visual node builder helps you create campaigns that do just what you want them to. I've often found that even if I think something can't be done, a quick message to the support team and they come back with something I didn't know could be done.

Cons

I think unsubscribe links should automatically be in all emails, rather than having to add them. I also think when you are a paying user, it shouldn't have the 'sent by Agile' at the bottom of the email.

Review Source: GetApp
 


September 2017

September 2017

Could be better, but worth the money

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy integration with site
Easy to upload existing contacts
works well with google
The customer support is 24/7

Cons

The email issues. My clients are unable to open my emails when on a mac computer. I also wish that agile would easily integrate with other software. Google is great, but I wish MailChimp would be synced so I would not have to change to a different email system.

Review Source: GetApp
 

Steven from Global Education and Career Development Abroad (GlobalEd)
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Agile CRM... the perfect companion to a growing business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The features I like most Include the ease with which I can add a lead, or have leads add themselves to my AgileCRM through my WordPress site the ability to set up triggers and add my leads to specific campaigns. AgileCRM Is by far the most affordable and most powerful package for small businesses.

Cons

I would like AchieverReady to have two staff members simultaneously access the system. Also, some services to manage the success of email campaigns would be nice.

Review Source: GetApp
 

Joanne

September 2017

September 2017

Agile CRM review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Best CRM for small businesses and any business that wants to be successful!!!!

It's so much easier to use than most of the very expensive CRMs out there. And I'm not sure that there is anything they can do that AgileCRM can't!

Review Source: GetApp