I'm pleased to say that this tool is both affordable and incredibly easy to set up and use. I was able to implement it quickly with minimal assistance thanks to its intuitive interface. The custom fields feature works exceptionally well, and I've found the relationship between company, deal, and people records to be far better than other CRM platforms I've tried. I also appreciate the ability to conduct simple bulk personalized marketing email campaigns directly from the product. The addition of multiple sales cycles has been a fantastic upgrade, and while we haven't yet utilized the task assignment functionality, it could be a helpful feature in the future. I've also been impressed by the platform's strong reporting capabilities, which can be reconfigured with ease. Regular product updates demonstrate a real commitment to improvement. I highly recommend this tool.
I cannot think of anything that I dislike about this app as a customer who has been using it for some time now. It has met all my expectations and has even exceeded them in some cases.
I love AgileCRM because it's not only affordable, but also incredibly easy to set up and use. The custom field feature is top-notch and the relationship management between the company and deals is the best part.
Agile CRM is an excellent choice for businesses that want to get up and running with a CRM system quickly and easily. Its onboarding process is straightforward, so there's no long learning curve to worry about. Any business can benefit from using this user-friendly CRM, which offers a clear and concise interface for the tasks it's designed for. Importing contacts is a breeze, and email templates are ideal for developing effective business strategies. Agile's customer support team is also responsive and helpful, making it a great investment for any company looking to move forward.
Honestly, I haven't encountered any complexities. Everything is uncomplicated and easy to grasp.
Overall, Agile is a fantastic choice for businesses looking for a quick and easy CRM with a short learning curve. It's straightforward, user-friendly, and clear in its task management, making it an ideal investment for any company.
One of the things that sets AgileCRM apart from other customer relationship management (CRM) tools is its excellent visual dashboard. I can easily navigate through all the different types of data I require, including customer information, sales data, and marketing metrics. The dashboard provides a comprehensive view of my business, allowing me to make informed decisions quickly and easily.
The reliability of this app has been unmatched in my experience, and I've always been able to find the necessary features without any difficulty. Being constantly on the go, it has become an invaluable asset that has saved me a great deal of time and money. Without hesitation, I would recommend it to anyone seeking a dependable and easy-to-use app.
AgileCRM is one of the top-rated CRM software programs that I've used, and I've tried many. Its cost-effective, user-friendly, and highly functional features make it the perfect solution for businesses of any size. With AgileCRM, I can easily keep track of my sales pipeline, monitor my customers, prospects, and business opportunities. Moreover, it's an excellent tool for organizing my content calendar and managing all my projects, drafts, and ideas.
The interface is comfortable to use, all tools are well managed, and it has a modern yet simple design. The monthly fee is cheap and accessible to everyone. It has many options in the marketing items: dynamic content, customer surveys, subscriber management and model management. It has a very complete and efficient software for automatic calls that has elements such as call recording and call scheduling
The task management does not have important options such as: Gantt view, task table view and spreadsheet view. There are tools in which a lot of previous training is needed because the functions are not so ordered. With the basic package you can only get a limited package of marketing campaigns
It has helped us to organize our sales thanks to the built-in sales tracking tool. Our employees have learned how to use the software thanks to the online training as it has web seminars designed for training. Recurring task management is implemented by our users and they also create sub-tasks to complete the information
I really like how with just a click, I am able to create new tasks, follow-up and mark them as completed. It was very easy to assign new user roles, as well as setting up reminders. Agile CRM is a very versatile and comprehensive tools, which we plan to keep using for years to come.
I believe that the Enterprise features should be less expensive, or if not, allow to opt for some additional features, at a better pricing.
With Agile CRM, we manged to save time, be better organized and optimize our customer support, increasing satisfaction rate by 10 points. Outstanding experience.
All the features are integrated including CRM, marketing automation, and contact activity tracking. The program also supports service desk activities but I have not used those features. The contact timeline displays all the activity for a contact over time. Triggers based on page visits, form fills, lead scores, etc. can fire off salesperson follow-up tasks or initiate an email drip sequence. Online calendar makes scheduling appointments easy. I use Agile CRM the most to distribute content via email and for landing pages with forms. I drive visitors to the landing pages from social media, ads, or email. Leads submit contact information to download eBooks or other informational content and are then subscribed to my newsletter and enrolled in long-term email drip campaigns-all automatically. I have recommended Agile CRM to two of my clients for whom I create content. They are both happy with the product. Also recommended to a colleague. They too are satisfied with the software.
Limits on the number of automatic sequences and the number of steps in a sequence can make long-term lead nurturing a challenge. Because lead scoring is not a universal setting, you may need to use up nodes in a campaign sequence to increment lead scores. Data-driven emails are not currently supported. Can't alter the text and images shown to a contact depending on variables in their contact data records.
I switched from another multi-function CRM/AM system that was much more expensive. Agile CRM does the most important things I need at a more reasonable cost. I use the system to distribute email blasts, create landing pages, and run automated document fulfillment and follow-up messaging.
The program is easy to set up and work with. I use template emails all the time which saves me time. I also love the tracking feature and notification of when a user visits my site. I really like the integrations you have with other providers. This has inspired me to explore more solutions to help me run my business better.
1) I really would like to provide a Customer Portal for my leads to update their information. I know there are tricks to allowing my leads to update their profile information, but this often results in duplicated information. 2) I would like to send a catered email to a large filtered list of leads greater than 25 without having to link it to a campaign. 3) I would like better reporting. I want to be able to display my leads in a graphic or table and select the grouping criteria, click on the group and work with that selected group. 4) I would like the email summaries that are sent to me every day to include a link directly to each new lead. Currently, the only link is the email address. 5) I haven't quite figure out how to optimize my use of the point system. 6) I really don't link or use the deals. I would like to be able to set up a sale value to a lead and mark the lead as he/she go through the sales cycle to generate projections. I don't think this can currently be done.
Time is being saved as the group grows. I'm just learning how to design campaigns which I think will really help my business. I'm also starting to use more of the integrations of AgileCRM. For example, I'm going to start using MailGun thanks to Agile.
I've been using AgileCRM for over a year now and I really, really, really like it! In so many ways it is far more user-friendly than the CRM's I've used in the past, but they all cost A LOT of money, and my service with AgileCRM is free. How often does that happen? Way cheaper AND better! It also has a built in calendaring function which is incredibly smooth and which I use all the time.
Some of the elements are still a bit over my head, but when I get stuck the Customer Support is fantastic.
I have a tiny, beginner business and it solves all my admin issues. As the business grows, I'll be able to grow for years with AgileCRM.