Agile CRM Reviews & Product Details

It's very good to use in the organisation

It's very slow sometimes, and it's impacting

Need to increasing the bandwidth of the software and it's will hhelpsin the productivity

Esta herramienta cubre todas las herramientas de CRM que uno necesitaría para la mayoría de las necesidades básicas en ventas y marketing. Aprecio especialmente las capacidades de programación de citas en línea que permiten a las personas reservar tiempo conmigo en incrementos tan pequeños como 15 minutos

utilicé Salesforce, y hay algunas capacidades más avanzadas de Salesforce que no parecen intuitivas en Agile CRM. Sin embargo, el costo de implementar Salesforce hace que Agile CRM parezca más simple de usar en comparación. Ojalá Agile CRMtuviera integración con MailChimp.

Las herramientas de CRM generalmente ayudan con la comunicación entre los empleados remotos, y hemos descubierto que Agile CRM es una herramienta sólida para usar con ese propósito.Recibimos todo el soporte y capacitación, y eso nos da la oportunidad de ser mejores vendedores y comercializadores ya que ya no estamos ensamblando cosas juntos en Excel.

The software is easy to get up and running (had some trouble with the DKIM settings but that was resolved) and the CSV import is particularly simple as the mapping is done in software and does not require a new csv to be built before upload. The support has been great so far, needed to use the live chat twice to get the DKIM settings sorted and they were prompt and courteous. Once you get the marketing automation set up it does work properly and fine. Above all else for a small business the starter (or even the free) package is fully fit for purpose.

The marketing automation campaign set up is a little clunky and quite confusing (although they do offer training sessions). Having the features split between marketing and sales may work for some businesses but in a small business like ours it would be good to combine everything to have it just on one screen.

Mail merge automation, CRM contact holding, lead scoring and nurturing. Great to have everything in one web based package and we have also started using the iPhone app to manage leads and emails on the road.

Easy to use and keeps track of version and revisio. Changes.

The web based version doesn’t allow for multiple windows.

Creating BOM and managing revisions

Breadth of features for the cost. We've been using this product for about 6 months and the system provides a feature for every business challenge we are trying to solve.

Tag management is problematic. This solution relies heavily on utilizing tags for organization, but a non-admin user cannot see a list of available tags; they have to simply *guess* at what might match. Huge limitation. We also had to leverage Zapier for some other system integrations, but it wasn't a significant investment.

It's been an ongoing process for our company, but we inherited thousands of customers in an acquisition, so we've been working through an effort to capture those contacts and their ongoing activities. This also required integration with our ecommerce solution and helpdesk solution. We've started using it to track large deal opportunities, and we intended to expand that into sales lead generation and marketing with many of the features we've yet to leverage.

I love the simple layout. Very easy to add new contacts and manage them accordingly. Customer service is friendly and very helpful.

They do add little upgrades every so often but I feel it could be more frequent. They had asked the customers what they wanted but I feel the response was too slow.

Consolidating customer information. Targeting specific groups. I realized I hadn't been taking full advantage of all the options available in Agile. Once I started exploring more options, I managed to save a considerable amount of my time.

Agile's ease of use is one it's best qualities. It's very simple to set-up email or call campaigns to your customers.

No major dislikes/issues. Only minor issue I can think of is that the Email Campaign templates aren't always the easiest to make.

We offer a large number of services covering all sorts of different sectors. Agile allows us to segment our markets easily for our email marketing campaigns.

Overall it is easy to use and at the lowest level it is affordable for small businesses. The ability to reserve 30 minute blocks of time one-on-one with the support staff has been very helpful. The triggers and tags are easy to understand. I also like that mass emails are easy to send and it is easy to set them up with at least a bit of personalization and imbed photos in them.

I understand why you cannot change dates in the timeline so management can know exactly when things have occurred with any contacts, but since I am basically using the CRM only for my own purposes, it is annoying not to be able to change dates or delete things from the timeline. When you ask for an email to be traced so you can see when it is opened by a contact, it continues to register as opening over and over every time the email MOVES in their email cue. That results in many multiple duplicate reports in the timeline that the email was opened, which cannot be deleted. That plugs up the timeline and is super annoying. It is also not possible to connect a document to a contact without having to redownload it every time you want to view it, so I just decided not to attach documents to contacts. It was one of the main functions I wanted...to easily see my quotes for each contact, but this is a very time consuming and clunky process. I was disappointed when I was notified (even though I am sure this is shown someplace in the copy about the different membership levels) that you only get 5 campaigns in the lowest level of service and adding another user doesn't give them any more new campaigns. To bump up to 10 campaigns costs more than 3 times the price per month per user! That pricing seems ridiculous.

Fewer customers to fall through the cracks, if I use this CRM.

Marketing automation and its workflow Templates for email and landing pages

We can not create lists if customers Slow helpdesk

Management of a big database of prospects Clients acqusition

The combination of a good CRM along with a marketing module which is completely customizable, helped me a lot in identifying my customers and reaching out to them in the most effective and efficient way. AgileCRM empowers marketing team to create and deploy marketing campaigns without involving IT .

For the landing pages module , it would have been better if the landing pages could be hosted with https rather than just mere http

With AgileCRM I'm now able to reach out to my clients at the right time . helps me in new client aquisition, client retention as well as client engagement.

I like that we could use this to launch email campaign. You can also use this for personal email management. You can basically use the software to manage somebody else's email, and track when they are opened and all the replies.

You have to schedule appointments in order to speak with the customer support, unlike most website have adopted chat box for immediate customer support. Also, you don't get a notification when somebody directly emails you back. The format of the presentation is also not most intuitive. On contact's timeline, there is a log for every "email open" and "reply", all in the same color and format so it is sometimes hard to navigate to what you are looking for.

Trying to reach out to potential customers and investors. It helped me keep track of all the email correspondence, whether my email was opened by the receiver, and allow me to manage my boss's emails on her behalf.

I was really excited about using Agile CRM. It does the job of sending segmented drip campaigns and emails. Most of the time it works well in this sense, although we could do more with it.

The system can be unintuitive but once you are used to it this doesn't matter so much.

We perform all our email marketing through AgileCRM.

The way it uploads customer information and photos from LinkedIn

Not being able to notate calls or actions if you are not listed as the "owner"

The ability to send more than 10 emails at a time, Agile allows you to select all of your prospects to email.

It's helped us see, at a top-level, how our leads are going in the funnel

The way we use it, it seems like there are too many places where information could be... Deals, Companies, Contacts are all separate and we don't need that much information in each of those places.

It provides us a way of organizing our leads from start to finish.

the software is really user friendly and the tracking system for emails and website visitors is really handy too.

Design of contacts, all information are on the side it s not easy to find. Plugin are not really well done; Linkedin one for exemple is not working properly. Connection between Agile / Linkedin seems broken

managing contact list and sales pipe