Agile CRM reviews

Agile CRM is a Great First Step into the CRM World

Pluspunten:

I used this platform for a solid year and put in hundreds if not thousands of contacts into this CRM. I liked how many categories there were to define a lead or a contact, the system that you set up to see how much potential revenue you had to win based on your leads was helpful, and the price is unbeatable. I mean truly, you can use this platform for free for up to 50,000 contacts. That's pretty amazing.

Minpunten:

There's a reason why I call this particular platform a good "first step." Agile CRM says it offers marketing automation, gamification, and project management - but this is a far from complete product. In the free version you can only create so many marketing automation blocks before it makes you pay, but even if I did upgrade I'm not sure the platform could handle the sales process I wanted to have set up. Something else to mention about this platform is there customer service. I'm fairly certain the CEO is their only customer service rep. Every time I had a problem with the platform (roughly 1-2 times a month) it was the same man who picked up the phone - and when my problem was solved he made me delete the Tweet I sent out when I asked for help, and then made me publicly thank him. I found that very strange. Overall you should try this platform out if you're just starting out, but upgrade to something like Infusionsoft if you're really looking to up your game.

All I need to work in one place

Opmerkingen: The biggest benefit that this software has given me has been to optimize everything that has to do with the world of sales and marketing, generating the reports I need to demonstrate in the company how useful our strategies are, what aspects to improve, and generate our own leads, all in a very organized way and as its name says "agile".

Pluspunten:

I started working with this platform a little less than a year ago. My job consisted (and still is) in generating leads for the company and developing marketing and sales campaigns from scratch. Agile CRM has been fundamental, since it integrates perfectly with everything I need. I have my contacts in one place, which I can follow very easily. Its greatest strength is the ease of use and integration with multiple tools. Something as simple as managing notifications and alerts make the most of my time and organize my agenda in a practical way. I can generate reports where the effectiveness of the different strategies is established. For example, the result of phone calls, mail campaigns, newsletters, and more. I was able to import all the contacts in a very simple way and clean my list in a short time. Another great thing: the mobile app and the possibility of integrating with other programs. Today I have it integrated with Bria and Skype, also linkedin and facebook. Everything in one place, is the most practical CRM platform that someone like me (who has just started and was analyzing options) has found, and I´m very satisfied with this software.

Minpunten:

I think it would be convenient that in the future they made some training videos to explain how to correctly configure the automation tools, since I think it has been the most difficult to understand.

A Comprehensive Review of Agile CRM

Opmerkingen: Agile CRM is a great CRM tool for businesses of all sizes. The features and functionalities are comprehensive and easy to use. The customer service is excellent, and the pricing structure is competitive. However, some users may find the user interface a bit clunky and the mobile app a bit limited.

Pluspunten:

Agile CRM is a powerful and comprehensive customer relationship management (CRM) tool that helps businesses of all sizes streamline their operations and boost customer satisfaction. It offers a wide range of features and functionalities that make it easy to manage contacts, track leads, automate marketing activities, and analyze customer data. It's easy to use and has excellent customer service.

Minpunten:

Although Agile CRM has a lot of great features, some users may find the user interface to be a bit clunky and the pricing structure a bit confusing. Additionally, the mobile app is a bit limited and can be slow to respond.

Trash

Opmerkingen: Frustrating. Waste of Money.

Pluspunten:

Not much. There was something always wrong everytime I tried to use it over the course of 2 years.

Minpunten:

Technical support. They are horrible. Don't return calls and you can't talk to anybody who is technical. They always just call you back over and over again while they go ask someone else.

Fantastic CRM system

Opmerkingen: 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.

Pluspunten:

Agile 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.

Minpunten:

Recently 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.

Streamlining Your Sales and Marketing Efforts with Agile CRM

Opmerkingen: Agile CRM is a well-regarded software that offers a comprehensive suite of features for managing sales, marketing, and customer support. I appreciate the software's ease of use, affordability, and robust integrations with third-party tools. While some users have reported cons such as limited customization options and occasional glitches, overall, Agile CRM appears to be a solid choice for businesses of all sizes looking to streamline their operations and improve their customer relationships

Pluspunten:

All-in-one platform: Agile CRM offers a comprehensive suite of features, including sales automation, marketing automation, and customer support. I appreciate having all these tools in one platform, as it streamlines my workflow and eliminates the need to use multiple tools.Customizable dashboards: Agile CRM allows users to customize their dashboards according to their needs, which makes it easy to view and manage important metrics and data.Affordable pricing: Agile CRM offers a range of pricing plans, including a free plan, which makes it accessible to businesses of all sizes and budgets.Robust integrations: Agile CRM integrates with a wide range of third-party tools and apps, such as Gmail, Outlook, and Zapier, which makes it easy to connect with the tools you already use

Minpunten:

Limited customization options: While Agile CRM offers some customization options, I have found that they would like to see more flexibility in terms of customization.Occasional glitches and bugs: Like any software, Agile CRM may occasionally experience glitches or bugs that can be frustrating for users.Limited mobile app functionality: Agile CRM's mobile app has limited functionality compared to the desktop version, which can be a disadvantage for users who need to work on-the-go.

Easy to use and integrate

Opmerkingen: 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.

Pluspunten:

Agile 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.

Minpunten:

One 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.

Easy to use

Pluspunten:

It was easy to set up and I was able to customize it to my needs. It had a wide range of features, from lead management to customer service. I also liked how it had a built-in marketing automation feature, which made it easy to follow up with leads and customers. The customer service team was also very helpful when I had questions.

Minpunten:

I haven't had any negative experiences with Agile CRM

Easy to use CRM

Opmerkingen: I have found Agile CRM to be user-friendly and cost-effective, with plenty of features for managing customer relationships. Setting up the account was straightforward and I have been pleased with the quality of customer support. All in all, my experience with this CRM has been entirely positive.

Pluspunten:

Agile CRM is an outstanding software for marketers who desire to use marketing automation for their business. Agile provides an ideal system that allows you to monitor user activities and initiate automation easily. Once you are familiar with it, you will find the product highly user-friendly. Furthermore, Agile offers clear details such as web history, location, and IP, which enable you to segment and observe user behavior in an advanced manner.

Minpunten:

The lack of customization options can be a bit of a downside with Agile CRM, as it does not offer a great deal of flexibility when it comes to customizing the platform.

Agile CRM Review

Pluspunten:

I liked the ability to easily plan and manage projects with Agile CRM's built-in project management tools. The platform's user-friendly design allowed me to quickly create tasks and assign them to the appropriate team members. It also allowed me to easily track progress and quickly identify any potential issues. The automatic notifications and emails I could set up to stay up to date with project changes were also really helpful.

Minpunten:

There is nothing to dislike about Agile CRM. I very liked

Good little CRM for a great price

Opmerkingen: Great system for tracking and following up with clients through the sales, marketing and implementation phases of the customer relationship.

Pluspunten:

Agile has a very expansive set of features that I could not find on other similarly priced products. It is reasonably priced for solopreneurs and offers a grown-up set of features for even small companies. The system is very configurable and offers user-defined fields for contact, company, and deal records - most other CRM solutions don't.

Minpunten:

It looks like it needs a facelift - the UI could be improved as it doesn't look like there has been an update in many years. I would like to see a view that combines the information from contact, company, and deal records on one screen.

Stay away - will IRREPARABLY DAMAGE your ability to send emails to even your existing customers

Opmerkingen: In a word, awful. Setup is confusing. First you're presented the option to link your gmail account--I did. But it did not work. Engaged chat support. They tell me to disable the link, and to use a very convoluted process to first enable 2FA on our entire company's google account users, then set up a App Password in Google Account, then provide it to Agile as p/w when setting up IMAP/SMTP instead. I had followed the nagging setup icon instructions to create MX and TXT records as well, which chat support specifically told me to remove. I then sent an initial email in two batches of 15 receipients - existing customers we communicate with often in our business (they're tenants of our property management company). Gmail accounts received, Yahoo accounts got a 554 Permanent Error rejection response. I tried a stripped down version from within gmail (not Agile)--but then got the same 554 error. Sent a freshly composed email to a yahoo account of mine, as a test--same 554 error. These are all yahoo email addresses that have lots of prior back-and-forth with our company gmail account. Now however, Agile has created this 554 email leaving us completely unable to communicate with about 1/3 of our tenants. This is an irreparable harm. NOTHING IS WORTH THIS.

Pluspunten:

I was drawn in by the lure of a free product.

Minpunten:

I'm now unable to send even regular text-only emails from our company's gmail account to any yahoo account, regardless of the number of prior emails back and forth between the two. We effectively now cannot use email to communicate with our existing customers reliably.

The most cost-effective marketing automation and CRM solution I can find

Opmerkingen: 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!

Pluspunten:

- 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!

Minpunten:

- 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

My Review Of AgileCRM

Opmerkingen: I love it, and have also installed the free version for my own brand

Pluspunten:

I like the ease of integration this product has and its functionality

Minpunten:

Getting it set up, I feel it would benefit to have a way of installing key features for a number of real life business models for example - a walk through of installing key modules that would aid someone that was using it for example a "Real Estate", "Insurance" or "Car Salesman" business, so the user could follow a custom integration following a set of parameters that best meet the style of business that they are using it for.

A jumbled mess of features that don't work.

Opmerkingen: I wasn't able to solve any business problems with Agile, as every feature I tried to use was broken or flawed in some way. From importing contacts from a CSV, to Facebook, to any other feature like newsletters and html templates.

Pluspunten:

The automated features, when they did work, were nice.

Minpunten:

Pretty much every feature had some sort of flaw. From doing absolutely nothing when I clicked on it, to having some requirement that I had to call customer service for to find out. Their customer support is also a joke. After choosing your selection on the phone it will ring and ring then send you to voicemail without notification of doing so. Once you receive a call back, IF you do, you speak with someone you can barely understand, who basically told me that there is nothing they can do for me, their "teams" are working on fixes for my miscellaneous problems, and suggested I try other integrations as a work around. They couldn't give me an expected time they issues will be resolved. Upon trying their work around it wasn't what I needed at all. I was basically told "too bad" and to just sit and wait for a fix. Also, when you try to cancel your subscription it tells you that someone will have to call you to do so, and it could be over 48 hours until they do.

Shoddy CRM backed by terrible support

Opmerkingen: Overall a very bad experience. I can't find an option in the UI to cancel the subscription — there's a pause option but not a cancellation one. The support is unprofessional and rude.

Pluspunten:

The automation/workflow builder seemed to work

Minpunten:

I was drawn to AgileCRM while searching for a cloud-hosted CRM that could help me build a basic drip email automation sequence. What I found was that AgileCRM is a buggy CRM that is not suitable for business users. Countless have pointed this out, but let me add my voice: unbranded emails are not standard and require paying an extra fee. This means that unless you pay extra (yes, to the paid plan), every email you sent through the CRM will have "Send with Agile", or something similar, in the footer. This reeks of extortion and this hidden cost instantly turned me off continuing with my evaluation. In addition, the India-based support team is incompetent. Everything is "no problem, I understand your concern" and nothing actually gets resolved. I wasn't able to add several professional SMTP servers and the team didn't even seem capable of understanding why that was happening (hint: your SMTP editor should accept usernames even when they are not formatted as email addresses). My advice to any business user: stay well clear.

Absolute rubbish

Pluspunten:

The idea is great, the ability to have all this functionality in one package. There is not much else I can say about Agile.

Minpunten:

Basic 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.

we have work or differences

Opmerkingen: they are very easy to used and very user friendly I am very glad we could still work together because we know as company they have very easy CRM program to used

Pluspunten:

is very friendly but that about it, they program has a lot of things to make your sales work but if you do not have the regular you wont have access to anything.

Minpunten:

I did a review because I was very upset with agile here is the previous review: they are bad at costumer service I would have more luck working with a wall at least she would listed and act like she is trying to help, the manager for support was so horrible to work with when ask to help with option he didn't help me I trying to be as patient with them but I really feel that they just ripped us off. I did a previews review on them because so far was it was all good but once I did, it was like they did not want to try any more. as of today they have help me with the problem and we manage to get everything resolve they saw the mistake the made and help us with the problem at hand I am very glad we could still work together because we know as company they have very easy CRM program to used

SDR Feedback

Opmerkingen: My experience has been very good.

Pluspunten:

Ease of use and support [SENSITIVE CONTENT HIDDEN] is always there when we need him.

Minpunten:

When you what to remove a lead it brings you back to the home page instead of where you left off.

Used to be Good - Now nothing more than a scam

Opmerkingen: Used to use heavily (20,000+ contacts) but it'd become such a broken product I wouldn't recommend it to even the smallest of users. It has no reliability at this point.

Pluspunten:

Agile CRM at one point was a great reasonably-priced solution for start-ups looking for basic contact management with some campaign management features, etc. Sadly, the Pros are long-gone and Agile CRM is nothing more than a scam today with most of the add-on features, as well as basic things like email, hardly ever working.

Minpunten:

Campaign sending has been flaky for at least 8 months with emails consistently not being sent, no logs tracking info, and a customer service team that always responds "their back-end team will be taking a look at it". As these issues go on for weeks they still bill out the $79 / month enterprise fee per user plus add-on email costs without rectifying the issue. It's gotten so bad that at times users can't even reset their own password because AgileCRM's PW emails won't even send. They blame this on an internal API Key issue - again been weeks on something as simple as resetting your password. This is a total waste of a product at this point.

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

Pluspunten:

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.

Minpunten:

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.

It shortened our response time

Pluspunten:

The Automatic Call Distribution helped us make our response time as short as 5 minutes which made our customers happy and reduced the chrun.

Minpunten:

It didn't came with Call Tracking, Call List Management and Batch Processing.

I searched extensively for a good CRM solution and Agile CRM seems to be best suited for our company

Opmerkingen: 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

Pluspunten:

The 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.

Minpunten:

for the time being there is nothing serious, which can affect my usage of the platform, only minor issues which are easy to overcome.

Buggy and the support is not reliable

Pluspunten:

The GUI has a nice look and feel and they have a lot of different features. The addition of mass emailing option is a nice addition, but the pricing is a bit off (it gets very expensive very quickly)

Minpunten:

The GMail gadget stopped working, the import of the deals/opportunities didn't work correctly and after days and days of support and endless "Thank you for your continued patience" the problem wasn't resolved. What's even worse, their support staff has a habit of either not calling when agree or not providing answers when they promised they will. The product is otherwise competitively priced and has a nice interface, but some serious quality and support issues.

Decent CRM tool with both +ves and -ves

Pluspunten:

Easy to use CRM that has multiple features. Contact’s timelines show all the interactions making it easy to progress. Automation and Campaigns are easy and work well.

Minpunten:

Customer Service is quite off. Takes a long time of understand the issue and bounces around to a few executives. Interface is quite slow and lags quite a bit.