Agile CRM Software

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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.

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.

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.

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!

Pros

The software integrates marketing and sales very easily, and users/admins can customize the workflow very easily. We've built an entire inside sale company on the back of AgileCRM.

Cons

The company is growing (not a con to them), and there are some growing pains due to resource issues. But, they are getting it right almost all of the time.

easy to use

Pros

The program is easy to use, they offer great support, we are able to customise the software to suit our business. it has helped our marketing immensly.

There are no issues with this software that we have found that have not been completely sorted out by the technical support team, they have been terrific.

Nothing.

Cons

I run a small bankruptcy firm. I should't be having capacity issues mailing out to a relatively small pool(less than 8000) potential recipients. So low sticker price as long as you just use it for family and friends. I hate an upsell and actually miss Infusionsoft every day. Never thought I would say that. Why can't this be integrated in a meaningful sense with Dialpad such that our calls are logged in Agile automatically? I have to log them myself

All the basics you need in a CRM without a bunch of extra fluff. Integration with several other business apps is very helpful. You can send email from Agile, but it doesn't replace Outlook. So you still need to be in multiple apps to track communication with prospects and clients.

Pros

Integrations, Appointment scheduling, Price

Cons

Can't replace email inbox

Advice to Others

Any CRM is just a tool to work a process. Develop the process first.