Agile CRM is a popular customer relationship platform that was built for small to medium sized organization. The software is best known for its ability to seamlessly integrate sales, service, marketing, social media and other engagement channels to offer a centralized, cloud-based hub that delivers customer reports, analytics, and marketing insight. Available in varied range of pricing tiers, Agile CRM offers a premium free service and goes up to priced plans that supports up to 10 users, to enterprise-level services designed for over 50 integrations and plug-in capabilities.
Capabilities |
|
---|---|
Segment |
|
Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
its ability to integrate with different stream of servies like sales, marketing, SEO etc
its a bit hard to understand for a first timer and requires an experts help and its little bit slow in response
its the platoform we use for order management and order creation and its good at it
AgileCRM is great for a project that is not generating any revenue * Its a Free CRM * Free Website Builder * Support is active even if you are using their free tire. * Has most of the Hubspot important paid features for free.
In one world AgileCRM lacks quality. Just of elaborate * Buggy Software, I mean really buggy. It looks like a beta software * Too many features but none implemented well * Lacks the premium look bad UI * Unreliable system ( online form builder sometimes work and sometimes done not )
The only reason I still using AgileCRM is that it gives me a free landing page builder that has no restriction and is automatically connected to the CRM. Almost all other feature is available for free with the other venders.
It's the capacity of account management and call center management is a key point which we found very useful. Escalation along with the notification. Segregation of targeted audience.
Support some time we received late, back-office support need to improvise. The pricing structure needs to optimize.
Account management is improvised. Call support management. The good facility of data archives and rollback. B2B lead generation is easy by using it. Identification and segregation of user and as per targeted audience we could be to target. Good exercise for 10-100 employee company to explore basic feature and try to implement in large scale. Automatic respond boot is a good feature that will reduce the load in rest resourses. We tried to explore appointment management also but still need to go through details by elementary experience its very good as compare to rest product available in market
The thing i like about agile CRM is very user friendly and the thing i like most is it has option for making duplicate leads !
The thing i hate about Agile CRM is that it can not carry huge data as it becomes too laggy .
We used it for Data management .
This program is very important for me, since it gives me confidence in terms of sales automation. In addition notifications are really accurate and effective when establishing communication with customers. And, this Agile CRM stands out for the powerful capacity in its reports by email, what I like most about this function is that it is easy to see everything related to the opening of CTR and its rate.
Although its ability with the reports is good, it would be great if the support documents improved and expedited user doubts. I would also like the issuance of tickets to have a more striking aspect to have greater understanding. Also, i highlight as an element of importance for a improvement, the automation in some processes.
Agile CRM helps us as a system of need for our customers and email. It is essential for us to be able to contact all our clients via email in a massive way, in this way we can offer products and services to all without exception. We can configure it quickly and in turn it is very easy to use by the entire marketing team of the company.
Has a good amount of features, including the ability to automate email campaigns, track leads, etc
Kind of buggy, Contact upload form has three options and it's never clearly detailed which is best to use.
We're able to track leads and view opportunities while also automating a lot of common sales tasks
l love the customization that is available through Agile CRM. We have a variety of different teams using this CRM and we have been able to work with our dedicated support person to make sure that it is working exactly how we want it.
To achieve everything you want from this application you must study and learn to use it. it can be a challenge but it is not easy to use, you have to dedicate time but you can get very good results.
It is an applicable that can adapt to your requirements, that makes you any type of graph to see the performance of your collaborators and how marketing, billing, visit to customers, you can group information, very versatile.
I like the collaboration which this platform affords between team members. It also syncs with GSuite / email and becomes a single pane of glass for contact, sales, and support management.
I dislike the entirely web based saas platform. I wish there was a local client of some kind. The reason I say this is because it's sometimes a little laggy. Also, there's many locations, tabs, menus, etc. I find it difficult at times to get back to the screen or option I was looking for.
Team colaboration
I like that everything is in the one place. I don't have to worry about integration issues with different providers and messing around to get them to work together.
Some features and clunkier and not as user-friendly or intuitive as alternate products and lack flexibility on basic features like being able to ask a few questions prior to processing the calendar bookings.
I needed a simple and affordable CRM that I could use for myself and clients.
I like that there is a lot of functionality that you would have to pay 10x more for in other apps or combining apps together. The beta mobile app is okay and does what I need. They are always improving the app and releasing new features which are great. The overall UI is pretty good and I can find my way around quite easily most of the time.
Similar to how other users responded. I find the email templates clunky and the need to manually add the unsubscribe link. The campaign builder seems antiquated compared to two other major email automation platforms. This is where I'm struggling to decide on which platform to implement my automated campaigns on. These two points above are probably my biggest pain point with the system right now. Lastly, I do wish it was integrated more with other applications instead of having to use Zapier.
I'm simply trying to keep track of leads and customers in one place., I still don't have this system down. Biggest need is a customer communication tool and working that out as well.
As a general coment, the tool is robust and inclusive and we have not use all the features.
Agile had been a very complete tool for our company, but we had experienced a lot of inconveniences with the users , meaning, we has looked for them but never showed up, but when added through another method then it works or vice versa. We reported many times and still we continue with the same issues, since it gets fixed but then it comes back after a few days. Also we have not been able to import a list of leads that we had with our previous CRM , this list definitely did not got uploaded and we lost important info It would be of great help and an excellent tool if the clients could migrate/importa lists from other CRMs without losing info, since clients and the follow ups are very important in every company
but we had experienced a lot of inconveniences with the users , meaning, we has looked for them but never showed up, but when added through another method then it works or vice versa. We reported many times and still we continue with the same issues, since it gets fixed but then it comes back after a few days. Also we have not been able to import a list of leads that we had with our previous CRM , this list definitely did not got uploaded and we lost important info It would be of great help and an excellent tool if the clients could migrate/importa lists from other CRMs without losing info, since clients and the follow ups are very important in every company
Recording emails and easily viewing tasks. Not tried email campaigns - still using Mailchimp Not using deals yet - too much admin as it is without needing to keep a track on sales in another platform Being able to scrape web data for contacts is good (chrome plug in)
The fact I cannot send a template to look like a regular email. Everyone knows when an email is sent in bulk, it takes away the personal feel of an email. Also couldn't get my signature to align with the template so it looked even more obvious. Sticking to Zendesk to send macros/templates.
Using this purely for contacts. do all my emailing in my normal email client
What I like about this tool is the amount of functionalities that it offers typical of a CRM software, options such as tracking contact activities, marketing automation, managing appointments which work great for small to mid size companies with scalable opportunities in their future. It has uses so varied that adapt to any objective that you have as a user or company, no matter if you want to share content via email or if you want to coordinate a campaign on social networks, Agile CRM has the necessary tools for everything you would want.
It's not a tool that's easy to set up at first. You have to have previous experience in handling software of this type for example to create campaigns from scratch with the requirements you want can be a very complicated task if you don't know what you do. There is something that is very disappointing and somehow frustrating that is that the reports are not interactive, by this I mean that there is no display of information or any kind of drop down menu, which makes an experience a little flat.
The incorporation of Agile CRM has helped us in the fragmentation and monitoring of our customers while allowing our sellers to obtain customer information, social media profiles, interaction records, as well as other important metrics. The process of synchronizing with my company's email is really good and fast, it has support for the most important email clients such as Gmail, Microsoft exchange. Our ability to serve our customers has been incredibly improved, saving us a lot of money on an external support service.
AgileCRM is one of the most cost-effective CRM tools on the market. It is significantly lesser expensive than similar options but still offers alot of customization available at different levels.
You do sacrifice some advanced features of other options and it isn't as easy to connect with other applications.
It allows us to manage volunteer applicants and their stages in the application process with ease. It also allows us to create custom reports on our efficiency.
Cheap so no excuse not to set-up a CRM for your business. Easy to get started loading clients, adding some email templates and improving your sales focus "Bing" when someone opens my emails. Great for follow up call.
Only 3 email folders can be linked so all my customer responses now have to be dumped into one folder . Dashboard clunky and not really providing good triggers for follow-up
Improved visibility of my sales efforts to others in our small business Focus on our pipeline Now using it for support tickets through our production process so I can focus on sales and not content collection
Lo que más me gusta y para lo que uso esta herramienta es para el funnel de leads, su gestión y seguimiento así como base de datos. También como herramienta para gestionar tu newsletter y campañas de e-mail marketing es muy fácil de usar si no estas acostumbrado a estas plataformas. Yo no lo uso como un CRM tal cual solo ara algunas funionalidades porque algunas cosas me parecen más complicadas y me gustaría qu ehubieran más tutoriales.
Se que tiene una función de "call center" pero me parece poco intuitiva y difícil de usar, me gustaría poder usarla para automatizar procesos pero me resulta difícil.
Para lo que uso esta herramienta es para la construcción y managment de distintas landing pages de distintas promociones , servicios y productos. Es una herramienta muy buena para gestionar los leads que vas obteniendo.
User Friendly Meets the basic needs of the user
Deliverability is not as high Need to work on deliverability Full forward integration with Facebook and LinkedIn Ads will be nice
Having one platform for all our marketing, CRM & Email Marketing needs
The interface is good and clear. It took me a very short amount of time to understand all its features. The price is very affordable and that was one of the main reason I gave it a try.
I like Agile, but there's always some issues that arise that make no sense and make me like it less and less overtime. If you write an email to multiple contacts you can't add an attachment, which is no good. I found an alternative to this by uploading my files to media fire and pasting the link to it to my contacts. I upgraded to a better package recently and I have my campaigns limited to 10 with a max of 5,000 emails. These limitations are pretty cheeky I would say and really make me want to find a different platform. Emails don't get saved as you are writing. I have not tried any other CRM and don't know if any of those out there do it, but I have lost what I was writing few times and had to re-write it from scratch. There's limitation to selecting 25 contacts when writing an email. If you want to email 26 or more this gotta be done as a campaign. This I truly don't like and find it a useless limitation.
I'm reaching my contacts in a more organised way. I can keep track of what my contacts are enquiring about and their history. My marketing strategy flows smoothly with automated emails.
It is free for a lot of marketing, sale tools. It was easy to download. It offers cool automatic emails for different customers, such as first time user or abandoned checked out. You can also write your own code for the email layouts. They also offer free templates and you edit them based on your personal preferences.
I don't really like this software under the free version. I would assume that if i pay for it, the service would be so much better. Overall, it was really confusing for me while using Agile. The website design could be confusing for me because I did not find what I wanted to find at the beginning and it took me a while to figure out how to use it. I had to watch multiple YouTuber videos to learn how to use this product. Even though they have tutorial videos online for us to study, i think there should be more for first time users.
I am solving mostly with Agile CRM for my customer relationship management. I am trying to use it to further promote my website and products. So far, I am still learning on how to use the software to send out emails to all of my customers. It is easier for me since it is linked with Shopify, so all of my contacts can be imported from there which saved me a lot of time.