All Agile CRM Reviews
1-25 of 482 Reviews
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John
2 - 10 employees
Used free trial
OVERALL RATING:
5
Reviewed June 2021
the free version has the basics
mohammadd
Verified reviewer
Food Production, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Cost-efficient and top-performing CRM software
I had a good time working with agile crm For my email marketing and tracking and helped me in my business
PROSA powerful and all-encompassing CRM tool, Agile CRM assists businesses of all sizes in streamlining their operations and augmenting customer satisfaction. With a broad array of features and functionalities, it simplifies contact management, lead tracking, marketing automation, and customer data analysis. Furthermore, it's user-friendly and offers excellent customer service
CONSAgile CRM currently offers support for six languages, but expanding the tool to include more languages would be a valuable addition
Reason for choosing Agile CRM
I found agile more suitable for my business
Reasons for switching to Agile CRM
Expensive and not a all in one software
Javier
Entertainment, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2020
Great Customer Support and Features
Their customer support is great as the hability to send personalized bulk emails.
CONSUser interface and report customization.
Reason for choosing Agile CRM
It's a platform full of great features with no surprises in the fee.
Reasons for switching to Agile CRM
The relationship beetween price and features
Alex
Marketing and Advertising, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
2
Reviewed August 2019
Calendar in Military Time
Experience is actually very horrible overall, but you get what you pay for. My next solution will be Keap or GoHighLevel.
PROSThe price of the software is nice, the features from a glance look really good but once you start using them is when you are in for a surprise.
CONSThe scheduling calendar is completely worthless. I would never in my life send a prospective customer to schedule an appointment as the time is in military time. As a programmer myself, this is rather a simple fix. I brought it to their attention and even supplied code examples to apply that could remedy this. The fact that they fail to provide a solution to the calendar shows that they disregard their customers and are completely lazy to provide a simple fix. Why even a launch calendar like this? It is very sad actually, if you google it, requests has been made years ago by several customers! This is like installing a door but not putting a door knob on it. This is like taking a shower but failing to use soap or clean water. The company is lazy and could care less about their customers. I have bad service by other companies but these guys take lazy to another level. All the other features are half-usable (exit popups, push notification, etc).... if they put a little extra effort into things, this could be a nice piece of software. If I was to wrap what I think about this software into one word... I would LAZY.
Vendor Response
Hi Alex, Thank you for sharing your review with us. Our product features are driven by the inputs given by our customers. Agile CRM is just designed to solve all the three purposes on a single platform. This could a small feature and may not be considered on first priority. But, we will take this into consideration. We at Agile CRM are open to the user's feedback and suggestions and have been working on the same which really helped us scale to where we are now. Also, we are coming up with 500apps.com which is an ALL-IN-ONE Suite of apps and Schedule.ly is the one that can be used for calendar and scheduling. If you would like to try this new app, please share your acceptance with our support team at support@agilecrm.com so that we can share the same with you.
Replied September 2019
Divaldo
Consumer Services, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2023
Fantastic CRM system
I had integrated the agile CRM with facebook and since we had ads running to capture leads, it was spectacular, because the automation was ready, there was a lot of engagement with customers and they felt special.
PROSAgile CRM was one of the most important tools for managing my business, excellent for capturing leads, automating and controlling all activities. What I loved most was email automation.
CONSRecently they launched another tool and they stopped paying so much attention to this tool, also over the years I tirelessly requested the addition of more currencies which was not done.
Reasons for switching to Agile CRM
Agile CRM in my view seemed simpler to use and with many good features.
Cam
Education Management, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2020
Easy and clear
Very easy. The support has been very patient and been very informative with some great ideas about how I can get the best out of the software. Huge thanks
PROSAfter using several other CRMs I have found that Agile offers the perfect balance of flexibility and structure I am also REALLy impressed by the marketing and tracking side too.
CONSDunno. I haven't found it yet. I had trouble accessing my Gmail but [SENSITIVE CONTENT HIDDEN] very helpfully suggested that I set it up through Imap. Seems fine and no bother
Reason for choosing Agile CRM
seemed to do more of what I needed had greater support and was cost effective
Reasons for switching to Agile CRM
Too many hidden costs in order to get the software to do what I wanted. Too many variability requiring real specialization.
Tom
Verified reviewer
Telecommunications, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed September 2020
They do not care to make the product work anymoer
We've used Agile CRM for probably 2 years now, but it got to where you'd get a blank screen other than the menu on the side and top, and complaining about it to the team got no results.
PROSIt integrated well with Wordpress for lead capture, and it showed me what pages a lead would visit and on what device
CONSThe mobile phone app is just a webview, and the webview is sort of broken
Reasons for switching to Agile CRM
Sugar was self hosted but didn't integrate well with WordPress
Vendor Response
Hey Tom, We are disappointed that you had a bad experience with Agile CRM. Agile CRM is specially built with love for small business and offers several features in sales, marketing and customer support from one place. Agile CRM has many integrations with WordPress and several other software to offer our customers the most advanced features. Agile CRM dashboard is created such that you can monitor all your sales, marketing and customer service activities from a single place. We regret that you faced issues with the Agile CRM web view, but we have never heard this issue with any of our customers before. We will definitely look into this issue and try to get it resolved as soon as possible. Thanks,
Replied October 2020
Ben
Marketing and Advertising, 1 employee
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed May 2020
The most cost-effective marketing automation and CRM solution I can find
I was originally looking for a marketing automation system for myself, but most are incredibly expensive. I decided to try it and, after a brief learning period, have really fallen in love with it. I've ended up recommending it many of my B2B clients and startup clients, who similarly are limited in budget. They are sceptical at first but then realise just how much it can do and how it can replace lots of existing disjointed (and expensive) tools. Look, I'm sure Hubspot and the likes have benefits in some areas - but when you account for the cost difference it really is difficult to justify spending so much more!
PROS- it's almost an all-in-one product, but at a much more accessible price - for the most part, the product is easy to use and I like how you can setup automations in an intuitive way - when used correctly, the power of the product is so insightful - PRICE!
CONS- I think the platform overall could do with a cleaner design - Sometimes it can be a bit tricky to find the thing you need (but customer service have always been quick to help) - Would love some newer and more modern templates in emails etc. - LinkedIn integration would make a huge difference
Reason for choosing Agile CRM
Mainly price, the free trial, and the breadth of features
Valor
Verified reviewer
Marketing and Advertising, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
3
EASE OF USE
1
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed January 2022
90% Off Sales.Force
I needed a CRM that I can use to track my leads and sales pipelines for a variety of things I do. Agile CRM honestly does well, except its ui/ux is not very friendly, and I get lost quite often, and there's lots of tabs and clicking to get to where I want to be. It is a very complex solution for complex company. Unfortunately, I just want things simple for my simple brain. I opted for a simpler CRM solution with more exciting Ui & Ux but less functionality.
PROSAgile CRM has built something similar to sales force. A Super Comprehensive CRM. It does a lot and can easily integrate with email, calls, automations and marketing platforms.
CONSAgile CRM has built something similar to sales force, even to the teeth with its ui and ux experience - which is terrible. Otherwise it is a very solid CRM, and the pricing is very reasonable.
Reasons for switching to Agile CRM
pricing. and agilecrm does way better CRM than monday.com's light CRM templates.
Anonymous
51-200 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed July 2019
stop overpaying for other CRM systems
We use Agile CRM to manage leads that come in from our website or other sources, and manage the deals/prospects further down the funnel.
PROSAgile is an extremely cost effective CRM system that provides us with practically everything we need, at a fraction of the cost compared to some other big brand name CRM providers. The interface is intuitive, overall an easy product to use.
CONSSo far we have no major issues with Agile. We moved off HubSpot to Agile, so we had to find a new platform to host our website on since Agile doesn't do that, but finding a new host plus Agile is still significantly more cost effective than just using HubSpot.
Reasons for switching to Agile CRM
Felt like we were overpaying for HubSpot. Agile's pricing better fits our business size and model.
Ezéchiel
Verified reviewer
Construction, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed October 2023
Avis Agile CRM
It's a good software you can use the free version with more than 1000 customers but to benefit from all the features, you need a more expensive subscription
PROSIt is a very good software for managing projects and tasks and even these clients. It is very great
CONSThe major problem I encountered is that to benefit from all the features, you have to subscribe to a more expensive plan
Jaime
Verified reviewer
Marketing and Advertising, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2016
Amazing Complete CRM & Automation software: Great Infusionsoft or Salesforce alternative, for 10% of the price tag
As a small business owner, and founder of Bloominari.com, a digital marketing agency helping small businesses to grow their companies online through beautiful design, automation and marketing tactics I was in search of the best CRM and marketing automation software for a truly affordable price. After literally about 2 months of research of various CRM and marketing automation platforms I finally decided to take AgileCRM for a spin (It was easy to try it, as they have an always-free lite version). Immediately I fell in love with it's interface, ease of use, and easy-to-setup platform. I previously worked with Salesforce.com and Solve360 CRMS, and have also tried BaseCRM, SugarCRM and many others throughout my business life.
PROS- Super affordable for the amount of tools, features and applications it includes. Starting at $10/user/month for it's starter version. - Great user interface - Easy to setup and use - Lots of native integrations with lots of web-based (Saas) apps such as Gmail, Quickbooks, Twilio and many many others. - Integration with Zapier, which basically let's you now integrate AgileCRM with 700+ other web apps, so this feature was a KEY for me. - All your emails automatically load from your Gmail inside AgileCRM, no need to BCC some email address. - Lots of sales, marketing, support, landing page, and amazing features added on at no additional cost. - Now you can purchase add-ons such as user permissions, triggers, additional automation campaigns and others without having to upgrade all your users to the next subscription level (this is something I requested, and their team listened and did implement this). -Their tech support is great, they care, they listen, and they modify/improve their system based on your feedback - Their team update the app every few days
CONS- Their standard subscription is $30/user/month if pre-paid for 2 years, otherwise $50/month, without too many added benefits for this level - Their starter subscription limits your marketing campaigns (automation) to only 5 campaigns, with 10 nodes (steps) on each. The standard gives you 10 campaigns, with 25 nodes each (much better). - Some updates happen without prior notifications to the user, and sometimes changes the User interface too drastically for some features. - Their E-mail templates are limited, but you can still bring in your HTML templates or use their WYSIWYG editor.
Vendor Response
Hi Jaime, Thanks for your appreciation and support.
Replied November 2016
Michael
Writing and Editing, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
2
EASE OF USE
1
VALUE FOR MONEY
2
CUSTOMER SUPPORT
4
FUNCTIONALITY
2
Reviewed February 2021
3.5 painful years
I've been with AgileCRM for 3.5 painful years. It's cheap. It's not cheerful. They have never fixed the longstanding issues with Gmail integration (doesn't work unless it's IMAP), Slack (can't choose channels), LinkedIn (variable/doesn't work/breaks all the time), can't resize the windows to take notes, can't use bullets or italics or bold or fonts to format notes. The emails get rejected regularly, even though we use GSuite. Very buggy. Customer service is always quick however, and they are always saying "it will be fixed! No problem sir!" Thousands of dollars spent with them and hours upon hours learning their systems. But I'm trapped so I'll persist in the hope that they get better.
PROSPrice Customer Service (except for fixing bugs) Hope/promise of it being awesome (which it never seems to rise to)
CONSThey never fix bugs, as they are always saying, "be patient, it will be "500apps" soon". Clunky interface Doesn't integrate fully with Gmail, despite them claiming it does. They fell out of favour with Google 18 months ago and haven't recovered. Emails to clients bounce WYSIWIG editor is not WYSIWIG or compatible with multiple devices- email formatting clunky
Reason for choosing Agile CRM
Price and claimed features.
Jim
Marketing and Advertising, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
1
EASE OF USE
3
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed July 2017
Absolute rubbish
The idea is great, the ability to have all this functionality in one package. There is not much else I can say about Agile.
CONSBasic functionality which is paramount on any CRM is useless. 30% of the email you send does not reach the recipient. I have contacted Agile 6 times about the same issue from support to top level management, and got zero response other than acknowledgement that this is serious and they would get back to me. Problem has been going for months. Most of the functions are half complete, they are there but don't actually do anything, they have been purely added to say that they have the functionality however it serves no purpose. My advise is don't get sucked into wasting your time and energy on this product as you will be very disappointed. Pay the extra money and get something that actually works. If you cant afford to do that, look at multiple applications that can offer the same service when combined. Just stay away from this thing.
Vendor Response
Hi Jim! We are sorry to hear about the inconvenience caused. Email delivery is a complicated concept which involves bounces, bulking, ISP feedback loops, email content and spam issues. Typically, the emails should land in junk/spam folders when your customers do not see them in the Inbox. We provide multiple options to deliver emails sent through Agile CRM. You can configure the Outbound email by providing the SMTP details. If you are using Gmail, just provide the login details. Now, what about the high volume of emails? Not to worry, we provide integration with popular email gateway providers like Sendgrid, Amazon SES, Mailgun. Just setup the email gateway by supplying any of the above account details and all your emails from Agile CRM will be routed through your own gateway account. This ensures you have better access to the email delivery stats and independent from from other users. Our friendly Support team is always available at support@agilecrm.com.
Replied September 2017
Sunitha
Verified reviewer
Program Development, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed February 2023
Easy to use and integrate
I have found it to be a great tool for managing customer relationships, automating marketing tasks and tracking leads. It is easy to use and has a lot of features that make it a great choice for small businesses.
PROSAgile CRM is an ideal CRM for small business owners and professionals looking for an easy-to-use tool to help manage their customer relationships. Its user-friendly design and array of features, such as email marketing, sales automation, customer service, and a mobile app, make it an ideal choice for streamlining workflow and maximizing customer interactions. Additionally, its reporting feature allows me to track customer relationships and sales performances, which is invaluable to any business.
CONSOne of the main drawbacks of Agile CRM is its limited customization options. The software is designed to be used in a specific way, and customizing it to fit your business requirements can be a challenge.
Anonymous
11-50 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed November 2020
Terrible company behind solid tool
Terrible company behind solid tool. This is how I would summarize this We had been using Agile for years and in the end the main reason we cancelled was because of the customer service and company policies. There was a misunderstanding earlier in the year, where our bank suspended our credit card due to suspected fraud at the exact time that COVID started, which delayed our receipt of the new card by 2 months. The first strike against AgileCRM is that after however many years of being customers, they were not willing to grant us an extension and keep the account running while we waited on this new credit card, essentially shutting down our entire PR operation. The second strike came when our account was re-activated and AgileCRM charged us for the months that our account was locked and shutdown. We were absolutely appalled, that after explaining this to their customer support they were unwilling to either refund us for those months or at least credit our account with them. This painted a very clear picture of a short term thinking company that values a quick buck over customer service or loyalty. I'd never do business with this company for any of their projects ever again
PROSThe tool itself offers some great automation features
CONSThe tool is convoluted, a bit hard to grasp for non technical people and the customer support is some of the worst I've ever encountered
Bill
Information Technology and Services, 1 employee
OVERALL RATING:
5
EASE OF USE
3
FUNCTIONALITY
4
Reviewed October 2018
Nice most-in-one CRM/Marketing engine for small biz
I need a place to store all of my interactions with contacts of all types. I need to be able to review a contact and know what stage we are in, last touch, next step, and simply who said what. Agile supplies all that. I want to improve my marketing outreach and I believe Agile will help me organize and systematize those efforts.
PROSAgile CRM is purpose built (according to the makers) for keeping up with a growing start-up or small business. It handles the usual contacts, appointments, lead tracking and so on, but has a strong email and social marketing component. You can optionally tie in your email and telephony to Agile CRM to keep track of lead and customer interactions (though I have not implemented either at this time.) They are fairly generous with the free level, there are enough core features enabled to allow a fair trial and limits on number of contacts, emails, even API calls are sufficient for a small business. Their free tier is actually not a trial, you can stay on free as long as it meets your needs. One more thing, Agile has quite a few integrations available, among them Stripe, PayPal, FreshBooks, QuickBooks, and Xero. They have a functional API so if you are so inclined you can integrate Agile with almost anything, whether there is a widget for it or not.
CONSThere are a lot of moving parts, which is not necessarily a bad thing if they all help push your goals ahead. But it is more complex than many small business web applications, because it tries to do more. So it takes more of a time investment to begin to benefit from Agile. I am phasing into each component and I haven't reached some yet. I have wished for a few more customization options, in display attributes - layout, colors, and also data - what fields are displayed in lists, what sort criteria,
Rachael
Marketing and Advertising, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed January 2020
Horrible customer support
I opened a ticket in March 2018 and it was never resolved. We opened several tickets over the past two years and nothing was ever fixed. We were lied to during this entire time. Whenever I called them, they would promise a call back and not once, NOT ONCE, did they ever follow up. I wasted many hours trying to get Agile to work, pleading with their "customer support" to fix things that any other CRM would have fixed right away. DO NOT USE AGILE CRM!!!
PROSLots of features suitable for a variety of businesses for a low price
CONSCustomer service is the worst I have ever dealt with in my entire life. Features would stop working, they would change things on their end that would affect our workflow, tickets remained opened for literally two years, etc. Their team is taught to tell their customers that they will get right on it and give them a call back, but they never ever do.
Reason for choosing Agile CRM
Pricing, automations that did what we needed at the time. It was my first experience with a CRM and I went with recommendations from others in the web industry.
Vendor Response
Dear Rachael, Agile CRM is an all-in-one CRM solution that offers sales, marketing, and service automation. It's a trusted brand in the market. We understand your challenges while using Agile CRM. We get the queries and send it to our skilled engineering team that brings more features to our product. We apologize for the delay. However, we have already forwarded your concern to the product development team and your requests will surely be incorporated in future product updates. It seems that our Support reps could not reach you due to technical reasons, but they are already trying to reach you to help you solve your concerns. If you have more questions, please feel free to write to us at support@agilecrm.com
Replied January 2020
Ken
Verified reviewer
Information Technology and Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2017
Feature rich, easy to use application that combines Sales Management & Marketing Automation.
We were looking for a solution that allows us to work out of a single system for both, marketing automation and sales management. We wanted to make sure that we don't have to piece that combination together using plugins and add-ons but wanted a natively integrated solution. We tried many CRM's and ultimately ended up with agile CRM and have been happy users since. As your confidence in the tool grows, you will be surprised how much it can handle and how configurable it is without becoming a too complex. The support staff has also been world class. Our requirements have always been tended to promptly. Last but not least, it is incredibly well priced, easily 50%-75% cheaper than other, comparable vendors.
PROS- integrates sales management and marketing automation natively - easy to use - feature rich with a lot of add-ons - very well priced - great support team
CONS- Small wish that I have: we have users that would be support users only, while others are sales users only. Would be nice if we could separate license fees on a role basis. But then the overall price we have to pay is still very low so that it really isn't a big issue for us.
Simon James
Information Technology and Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2017
Great Software for Small Business and growing ones if you Compare Marketing Automation Software
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.
CONSThey 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.
Nissanka
Verified reviewer
Computer Software, 51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2019
Generous offer of features
agile has made things easy. Now we can conduct successful marketing campaigns not only with our own knowledge, but using the expertise of Agile and making sure there isn’t anything missed. Have addressed most CRM features for the ease of our clients to maintain a healthy link between the customer and organization. Have reduced waiting times with the IVR feature, self service portal etc. generous number of features for marketing/ sales management. All this for final achievement of revenue/sales budgets. Achievement of customer satisfaction goals thereby building a loyal customer base which helps in increasing market share through references. Together with the above, a professional support team and the cost? probably about 10% of the cost of competitive products which means a saving of 900%. And of course you have the chance to experiment with the trial version. AgileCRM is truly agile. The name speaks for itself.
PROSI wonder if there is any other CRM with so much of features. Agile has taken care not to wait until customers suggest including new features. I believe Agile has designed this CRM with the customer’s customer in mind. That seems to be the marketing strategy of Agile in selling their CRM. They rather should have introduced this as a total marketing management software than a CRM, as a CRM is only one part of marketing whereas Agile is loaded with almost all features of an ERP. Visible feature are a rich UI, Dashboard, ability to integrate with a host of third party apps, etc. but the invisible is endless, yet user friendly. Thanks to agile, goodbye to many separate hard & soft ware. You have most of it in one clever soft.
CONSagile CRM giving all this in one package is that have to complained about.
Anonymous
201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2017
Easy to use CRM for mid -range businesses
To run our e-commerce business, we had to choose between a best of breed CRM (sales centrics) and one covering every touchpoint of the customer journey. After considering and testing solutions like Salesforce, Prosperworks, we finally decided to go for Agile CRM, more likely to fit with our needs regarding the size of our business and the ability to configure by ourselves. After several month of use, we integrated Agile with our CMS (WordPress-Woocommerce), Twilio (telephony and SMS services) and Clickdesk (Video and Live Chat). We've contacted the support team twice, each time issues were efficiently solved. Templates for Marketing Campaigns are usefull and watching video tutorials is enough to set up and personnalize the solution by yourself. By the way, there is a lack of integration between our products database (in the CMS) and Agile CRM : importing contacts and deals is easy, but surprisingly we are unable to import products. Products have to be filled manually : it's time consuming. Beside products management, we strongly recommend Agile CRM for its easy-to-use features.
PROS- Many plugins available - Suport team easy to reach and comprehensive - Managing Marketing Campaigns with many templates and triggers - Sales funnel is natively designed using deals in Agile : allows you to track and forecast sales in a few clicks
CONS- Product Management to quote, complete deals or design reports must be improved
Konstantin
Hospital & Health Care, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed July 2017
I searched extensively for a good CRM solution and Agile CRM seems to be best suited for our company
Precise segmentation of our users Well structures users database Well organized history of each users interactions with our company Highly efficient automated e-mail marketing KPIs for our e-mail campaign Monitoring of users behavior Detailed users profiles
PROSThe interface is very user friendly, you can start using it confidently in a few hours, a lot of integrations which makes it very flexible, nice API for customized solutions if you have a programmers team in your company. Excellent e-mail automation with ability to segment users based on their behavior (open rate, link clicks, website actions), very precise segmentation with the use of unlimited tags, options for push notifications and web events as triggers, very easy to use e-mail templates and also highly customizable with support of custom code and custom fields. Really useful history of every user's interactions and contacts in a nice timeline format. A lot of filtering options, which when combined with the export in csv feature are extremely useful.
CONSfor the time being there is nothing serious, which can affect my usage of the platform, only minor issues which are easy to overcome.
Olivier
Education Management, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2017
A very powerful and easy to use sales + marketing automation SaaS ! Just great !
Agile CRM provides a very powerful solution to both sales and marketing challenges. Everything is gathered in one place. Benefits are just glaring : time savings, accuracy in commercial and marketing processes. It brings the sales+marketing automation at a very affordable price. A very good solution to grow fast your business on focusing only on extra value tasks when needed.
PROSA very powerful CRM with marketing automation mechanisms inside. Possibility to create email scenarios, to attribute points to actions done by leads to check the maturity before contacting them. Possibilities of action are really impressive (even in the free version). I really like the possibility to design the landing page within the solution and connect it to the website directly. You can create a whole scenario from social media to CRM attributing points to leads regarding the action they have performed. It's absolutely great. It's like having the power of a big sales team in the hand of one person.
Mike
Executive Office, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
2
EASE OF USE
1
VALUE FOR MONEY
1
FUNCTIONALITY
2
Reviewed January 2020
Outclassed by the next generation of CRM tools, too expensive for what it does deliver
I actively found ways to circumvent using Agile CRM for anything other than providing reports up to head office: our day to day CRM management we chose in the UK to outsource to another platform, accepting the hit of double data entry to gain the effectiveness of that tool (Outreach)... which was a similar price point.
PROSAgile CRM is a lightweight tool that therefore is quite accessible. We used it at Agillic as our central sales CRM tool. Customer support is very helpful
CONSWhere do I start? Maybe it's the way we had it set up, but this was the most cumbersome tool for tracking sales opportunities that I've ever used. I found it exceptionally difficult to get the level of insight into sales management that I needed for my team; the mobile tool was largely useless (I used the website on my phone instead); it never really connected to advising sales teams what action they should do next.
Vendor Response
Dear Mike, thanks for sharing such detailed feedback. We're sorry your experience with us didn't match your expectations. It is an uncommon instance and we'll definitely do better. Please feel free to reach out to support@agilcrm.com with any further comments, concerns, or suggestions you wish to share. We would love to make things right if you give us another chance. Agile CRM is an all in one CRM with various features encompassing all the facets of the Sales Cycle with features to help the support and marketing teams as well.
Replied February 2020