Agile CRM Reviews: 4.1/5 — Solid Choice

Agile CRM contains different modules through its working platform. This software contains online courses and you can be instructed with all the help provided. It contains the option to create tasks and sub-tasks, the modalities are very well organized. They have a very prepared support team and are available almost all the time for any question or training. The software is cheaper than many CRM software on the market at this time. The management is very well equipped with many templates and triggers

There are functions that still need work, such as the scaled system. You need a good previous handling of CRM programs to be able to use Agile CRM properly, otherwise you will not get a good performance with all its functions, but the good thing is that it offers many complete and extensive courses. No social network integrations with CRM software.

Customer surveys are easy to create and provide us with important information about them for our strategies. We can record call sessions and archive them within the platform. We can use Agile CRM from mobile devices and it has been very stable, a feature that not all CRM software has mastered. We have increased productivity in the sales and marketing modules

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

The interface of Agile CRM is very intuitive and easy to understand. It helps to manage our customer's and clients' details. Its drag and drop feature is good.

It is little bit complex for new users. It improves the reporting feature. It is a little bit costlier compare to other alternatives. It improves the integration with other application.

It easily tracks our clients and sales report. It is helpful to resolve the problem of customers. It is very helpful to enhance the our productivity and sales.

Agile CRM is intuitive and understanding for giving the opportunity of working with full ease and comfort by managing the data collection and email analysis machine. Metric system is established in this application and gives advantage of advance tools and techniques for growth and enhancing the business worldwide. Exploring the new leads with full client dealings and funneling them towards the right end of product selling. The spending time on a certain browser can be thorougly visualized and influence the perfect way to get into the scheduling system. Live chatting and dividing the clients into assigned boxes can be done. The call checking and responding can be done with fine judgement tools.

This software is customer relationship manager that has some flaws in regards to not being able to install into windows and Mac that shortlists the audience and consumers and not all interested fellows can have this application. Integrating with media content and developing an attractive selling interface should be present in this application for better performance. The health scoring system and tracker for associates and workers is not included in its features which is the downside.

The results of review regarding agile CRM are quite good and resourcable in reference to getting proper communication strategies with leads and putting useful people into job for better results. The dashboards enlisted and displayed are just fine and covers the basic perimeters.

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.

As developer I must say that I had receive great support from Agilecrm suport team, specially from Patrick Wang . Thank you.

No support for WhatsApp. Twilio have integration with WhatsApp but it is not implemented into AgileCRM

Integration with twilio and standalone applications.

The interface is easy to use, intuitive. The CRM allows us to view contact information completely. Saves the history of the activity of the contacts, which helps us keep all relevant information in one place. It provides simplified view of the sales process, also includes tools to manage projects. The reports provide us with key metrics that drives us to improve the entire sales process.

So far I find that Agile is an exceptional resource for managing sales. It is interactive and allows us to work together. I have no complaints about anything.

It allows us to keep the information of our customers organized. Increases efficiency to manage our potential customers.

Agile CRM is fast, reliable and secure CRM software. Agile CRM is the best self-hosted open source and customizable CRM. The most significant thing in this software is that it is open source software and it has a lot of functionalities such as, contact management, project management, including billing. Hence, it is the best customer relationship management software which suites any kind of business. By using this software we are able to increase the business sales.

This software has always been pretty slow. This is less popular software as compared to the other CRM’s software so mostly people cannot use it. For the beginners, it is not an easy task to install and use this amazing tool. It is not easy to integrate it with other software as it should and it also has some errors that do not allow us to create the best relationship with our clients.

I recommend it because it is safe and reliable software. Agile CRM has excellent customer services and this software helps me in saving money and time. It’s very easy to manage and very easy to setup. Hence, it is very complete tool to increase our sales.

Agile CRM has everything you need in one spot. It is very easy to use and customizable without getting crazy. You can handle Sales, Marketing, and service all form one platform without the crazy expensive prices. It handles Marketing Automation, SaaS, Landing Pages, and more. It also has an intgration with Wordpress. They also have a mobile app. This is awesome for outside sales staff.

I wish Agile CRM had the ability to integrate and import Facebook Leads Ads a bit easier. The landing pages can be a bit clunky but it worth to have everything in one spot. Gone are the days of multiple systems, logins, and pugins to make stuff work.

This system has solved the issues of using multiple platforms for sales, marketing, and customer service without breaking the bank. It can handle contacts, deals, landing pages, marketing automation, live chat, appointment setting, and much more.

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.

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.

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.

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.

What we liked most about Agile CRM was the ease with which it can be integrated into github, upscope and zendesk services. Thanks to this we get a better technical support management. Agile CRM exports data about customers on a large scale, and allows to track these throughout its life cycle.

We do not like that the base plan costs $ 49. It does not display correctly in SaaS. Some of our clients can not close conversations easily, and in our case, opening the chat box can take too long. The button to close the chat is below it, at a point where it is not easy to see it.

With Agile CRM we have got better job updates in real time, and we can create labels on messages, which in turn can be scheduled to be reviewed later. Agile CRM shows us a more detailed view of our customers, and everything they do through our web or mobile application in real time. We can also chat with visitors to our website, review their engagement with us, and convert them into customers.

The simplicity of Integration into 3rd party applications.

Ability to forward emails into the CRM that may be associated with the sales process. Right now it is a copy paste into the Notes.

Sales process management and reporting

The interface is very easy to understand, you can begin utilizing it unquestionably in a couple of hours, a great deal of incorporations which makes it entirely adaptable, pleasant API for altered arrangements on the off chance that you have a developers group in your organization. Fantastic email computerization with capacity to fragment clients dependent on their conduct (open rate, connect clicks, site activities), exceptionally exact division with the utilization of boundless labels, alternatives for pop-up messages and web occasions as triggers, simple to utilize email formats and furthermore exceedingly adaptable with help of custom code and custom fields. Extremely valuable history of each client's collaborations and contacts in a pleasant course of events position. A great deal of sifting alternatives, which when joined with the fare in csv include are amazingly helpful.

For the present there is not much, which can influence my utilization of the stage, just minor issues which are anything but difficult to survived.

We utilize Agile CRM for exact division of our clients, all around organized clients database, efficient history of every client associations with our organization exceptionally productive computerized email advertising KPIs for our email battle Monitoring of clients conduct Detailed clients profiles

Agile has incredible features and tools to make your business the best, with contact management to edit and select them, with easy search in categories, easy to use and an excellent administrator.

Sometimes the interface is very slow or I have problems with the recipients when sending a number of emails, this can be a problem when I'm stuck at work.

With the tools that Agile provides, it is easy to know everything about the company and its clients, it has call management and different things to negotiate with included advice, although one of the best parts is to have your own Cloud Computing account to obtain an easy Access from any device and where I am.

I like that I was able to discuss my needs with a customer support representative

The learning curve is annoying. I have used a few different project management tools and now this is my 3rd one in the last year and a half

A system that my team can use to communicate effectively, while also syncing and retaining contacts emails, etc.

All the integrations are a plus. support fixed an issue i had.

would be nice to have more features in the basic plans.

an all in one crm which allowed sales and marketing automation.

Web tracking for demo accounts on my SAAS product.

Limited web/email stats per month on free account.

CRM and marketing solution for a SAAS provider. Easy tracking of demo account usage, email marketing and Linked in integration.

The simplicity of the software and the Visual Campaign Creation makes AgileCRM a breeze to use. They also have fabulous customer service. Highly recommend AgileCRM.

There really isn't anything we did not like about AgileCRM. It's a fantastic platform and integrates easily with all that we do.

All in one CRM, email marketing, and drip campaign software. Allows us to stay in touch with leads and clients easily AND see their history.

personalization in the custom widget and custom fields

nothing in particular, has improved a lot

I manage relationship with customers and customer care

Agile CRM is very intuitive, provides a great User Experience through its simple web interface. We were looking for a CRM solution for our StartUp (obviously we needed a not expensive solution) and found in Agile CRM the best option available. It has all we need for now in the free version. We are still using the free version, because for now we are only three employees, but definitely we will buy the professional version when the size of our organization requires it. The best features are the syncronization of contacts from GMail Contacts and LinkedIn, also the integration with our eMail (GMail) to be able to perform follow-up to all communications for each lead, deal and contact. Also the easy setup, just in minutes we were working creating deals with each user created. It required no training.

We have found nothing to dislike, at least until today.

Keeping track of the deals, managing the contacts (syncronizing them) and making follow up of the communications with each contact, for each deal. Those features have reduced a lot of time of administrative tasks, allowing to focus on more valuable activities.

The ability to track everything that happened with my customer and vendors, and the easy way to set up anything inside the program

I really don't have anything to say badly about Agile CRM

The core are, time, data knowledge and productivity

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.

The software integrates marketing and sales very easily, and users/admins can customize the workflow very easily. We've built an entire inside sale company on the back of AgileCRM.

The company is growing (not a con to them), and there are some growing pains due to resource issues. But, they are getting it right almost all of the time.

Engaged Prospect is an inside sales organization helping over 10 small and midsize businesses market and sell their products/services. We've probably used 8-12 CRMs in the past, and have found that AgileCRM is the best for customizing our sales process, allowing our sales reps to make more phone calls, send more relevant and customized marketing materials and have more conversations than any other inside sales person/team could. We couldn't do it without AgileCRM.

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.

I love the simplicity, yet the software is packed full of features. It's been one of the best pieces of software we've worked with. We use it on a daily basis for customer management, marketing and order management. The software allows us to keep track of customer orders in a way we've not been able to do before. The marketing aspect of the software has worked so well business has increased almost 40% since we started using it. The tagging of clients and customer management has helped us keep an eye on what our customers are doing and allows us to market specifically to their needs.

We had plenty of questions in the beginning but everything was sorted by Technical Support so no cons to speak of. There have been a few changes to the look and operation of Agile CRM as it has developed, some good, some not so good and the company was very pro-active and took notice of those things that people were not happy with and changed them back or altered them in a way to suit the majority.

We use Agile CRM for keeping track of all our clients, We service artists and professional photographers and the system allows us an increased marketing potential and better communication between customers and staff. The staff love using it because it's easy to understand and it helps them get the work done in a timely fashion which keep our customers happy as well.

I love how organized and professional my crm is. I can make calls, keep track of my deals, see who's viewed my emails, and run a bunch of reports.

There isn't anything that I do not like about this system

I am able to keep detailed notes on all my clients, I am able to syn all my contacts in my crm to my phone so that I know exactly who is calling me. This is seriously the best system I have ever used and I have used a lot!

I love how easy it is to build campaigns that are so simple to follow.

The notification jingle is a little annoying...but I love knowing when someone has opened an email.

Being able to easily track our communication and next steps with prospects and current clients has been amazing.

Customer service, weekly product updates, cloud based, great mobile app, feature rich

Everything disliked has been addressed and updated

Sales, marketing, automation, and user friendly for our reps have been incomparable to other CRMs

The ability to tag and sort contacts makes it easy to pull specific lists of contacts to receive specific content.

I have been pleased with Agile CRM. I don't have any complaints

I use Agile as my CRM and marketing automation platform. It works effectively and efficiently.