Agile CRM Reviews & Product Details

The user interface is so friendly and easy to use. Very intuitive.

The weekly billing. For the bookkeepers of the company this can get very cumbersome.

Organizing our contacts before we even have a chance to answer their call is amazing. Never forget a lead again!

Agile CRM is a solution that is responsible for managing customer relationships with a cloud backend, offering tools such as contact management, marketing automation, project management, telephony tools, thus enabling users to manage customer data. Agile CRM also has email reporting that works seamlessly to track on such growth reports

Within Agile CRM I tend to dislike several functions but without any doubt the one that mainly influences is the lack of articles that grant the knowledge to in this way give way to all the functions that this tool possesses, just like the interface needs an update where the same is more elegant

We mainly implemented Agile CRM because of the way it tracks visitors within our website so that then a comprehensive analysis of the behavior that these users generated within the platform is performed. We also use the tool that is responsible for maintaining automated marketing so that this way multiple functions of workers are simplified and can use their time for other issues within the company. Agile CRM has generated a great positive impact within our company because it has several functions that we were missing such as keeping synchronized and integrated various functions to keep backed up customer data this has integrations with Microsoft Exchange and Office 365 that provide multiple benefits

Relationship marketing simplifications, differential web analytics applications, multiple job indications for secular campaign support, data conversion routing, verifiable product content integration tracking, email scanning subscription, web consulting activation of customization of security testing of encrypted ad-fitting network location platforms, social network specified readiness distribution marketing, make agile crm an appropriate statistical analysis enabler.

The indications of downloads that run with agile crm, are disproportionate due to a false relationship version control of auto-save initiation sequence, which are set incorrectly by relating content and stop halfway through the cycle proposed by the system, creating indisposition of use by users, who need to raise download levels in which to complete the process of installing files and documents needed by the customer.

For a coordinated use of marketing actions, the program that performs agile crm, has served to address approaches grouping of sales targets, prioritization of campaigns, direct grouping of publications, automation of intuitive origin, communications of influence of data transfer, operational safeguarding of documentation, added value of approximate marketing, analogies of containment of monitored knowledge, source-directed messaging, preparations of advertising evolution of interactions, create great adequacy of landings and web navigation verified, appreciate routine approaches to a direct dedication of operational funding applications.

Within their services in the consumer market have a range of quarry satisfying the customer by offering a high quality of assistance with a simple and clean interface has follow up on their sales managing contacts using the platform for small and medium enterprises their summary prices have free version based on free trial available from a very affordable very low cost meeting the needs within the financial and accounting organization developing decision making in the directors for their resources implemented in the cloud, mobile with in-person training for direct webinars online without uninterrupted schedule in finding sites on the pages.

It does not have training videos the functions have been difficult to understand from the emails being able to use the cloud of help ceasing to be suitable for commercial users require payment at an additional rate causing discouragement to continue in the processes of sales management their services on the platform despite having accessible prices its free version on a trial basis obtains deteriorations at the time of acquiring more clients for the organization and the compliance in the directors causes uncertainties in the decision making leaving the financial resource in low accounting costs without being able to offer a high quality of assistance with a simple and clean interface.

Excellent for registering users and be able to access customer data such as contact information interact social network accounts via email synchronize data their tools help workflows for managers being able to count at all times and acquire good sales in all methods of trade managing services literally through beautiful designs their applications basically account as gmail, twilio among other great additional amount their standard subscriptions is 30 buyers per month if paid in advance your team can bring your templates by editing everything you need in one place.

We used the free version of Agile because we only had 5 users. It did logging, tracking and tasks really well with a neat interface. We also ended up using the email campaigns.

I think there's too much in the product so they've not been able to go in depth for each feature. For example, I used pipedrive after that which auto creates tasks for members depending on activity on an account. Agile did not have that when we used it.

We wanted to use a simple and inexpensive CRM to track deals in our sales pipeline.

I am a small business owner and have been looking for an affordable CRM application that is both simple to use and powerful for scaling as my business grows. And I am so glad to have found Agile CRM! It has a clean and well-designed user interface and a highly customizable dashboard that aggregates all of the data and information that are important to you.

It is hard to dislike this application. While it is not perfect, in my view, this is one of the best CRM applications out there for small business owners.

Ability to keep track and monitor customer relations, deals in the pipeline, and any actionable items all neatly packed into an agile and powerful application.

"Logic" functions in campaign builder and customizing email templates

Very glitchy and did not have a compatible API

Email automation

I like the Free plan that offers everything you need to organize your business in the beginning stages.

There are so many features I sometimes get lost in the dashboard. Even though it is very well grouped by "Sales" "Service" and "Marketing"

Lead scoring, Document Hub, Client Prospecting will use as customer service hub in future.

Adaptable, affordable, tons of features, good support.

A few bugs here and there, and I wish there were more integrations with Facebook.

Managing marketing/sales funnels.

I like the customer service who are insightful and more than willing to help look into your problem and resolve it. The level of flexibility the system offers as well such as bulk updates, merge fields and campaigns has helped us save a lot of time in uploading contacts sending newsletters, managing deals.

There are many things to be improved. In using the system there are multiple questions or issues I tend to have which need to be reported to Agile Support. Whilst support are very effective they can be a struggle to get in touch with and for the most part our issues and questions become feature requests which are hard to be seen and accounted for.

Database Management, Sales and Marketing Automation, Service workflows. By establishing a link between Sales Marketing and Operations, this allows us to automate the company workflow for the most part.

The simplicity - we find it really easy to locate everything that we need quickly in the UI and in general, the interface is very easy to look at.

The automated e-mail functionality isn't so robust and could use some re-designs and updates. We also wish that we could update contacts without changing screens (right now it's only possible to change the name in the same screen).

Organizing our leads was a challenge - we were working off a spreadsheet! We knew that we needed a CRM, but we wanted one that's really easy to use (not like Salesforce which has a lot of features that we don't need and for us, feels heavy-handed) and Agile fit the bill.

The marketing and sales features provide our company to capture leads and follow them up. We like that Agile can be integrated to our current online software

We can't save email history of our clients which is a hassle when we are searching for certain email threads. Agile only saves emails that are existing in Gmail. Once you delete the email in Gmail, it syncs to Agile and also removes the email.

Autoresponders and web forms to capture leads and save in the CRM. Helps us know the activity of our clients and potential clients who visit our website.

With Agile, I can now maintain my contacts in a centralized address book, send messages and track all my emails sent to individuals. It is user-friendly, self-explanatory and has great setup. It easily integrates with other programs, especially my email and other marketing tools.

I expect agile to be able to get the right logo of firms and match it up with contacts saved for easy identification but this is not always so for all my contacts saved. Additionally, the system kept freezing from time to time and that was a bit frustrating.

I have only used Agile for about two months and for now, I use it to mainly organize my CEO's contacts. It helps to track the history of emails sent to each contact. With a single touch of a button, I am able to navigate through several contact and what I want easily/ It eliminates the stress that comes with managing hard copy complimentary cards.

I like the Contacts section, where you can add tags easily and in the same way change or remove them. I can quickly filter and find the clients I am looking for. I also like that you can create campaigns and add clients to send it to or choose contacts and then send a campaign. This makes it a very fluid process and I am not stuck in one way of working. Compared to other system, it is easier to get used to. I like that you can connect Gmail calendar and also use Gmail to send follow up emails so it is a more personal. I also love the pricing!

The email designing and creation within the system does not work very well. I can see it on the Preview but once the email is sent, then the fonts, images and the grid is completely off and I thought using your designs and system would eliminate this. We also have our internal design team and they designing it and still if coded from scratch. still some things do not show up compared to the preview. You need to improve and fix the template issues. It will make our work a lot longer to always make sure the template is working right.

We needed a central place that everyone can access and be able to track all that has been done and how the contacts progress from one stage to another - Cold to Warm to Hot leads. We also needed better reporting and providing actual data to our management and be able to quantify the work we are doing as Sales and Marketing. We realized using a system specifically geared towards having Marketing and Sales in one is better. I was using Streak CRM to organize contacts and then send emails and design it though Gmail and Photoshop; then using other systems to report, to follow up and reach out to client. We adapted to the process but sometimes you can miss one things or one follow up and it breaks down the system because you are using several different software.

Low price and free accounts. Good for young businesses.

Buggy at times. Broke web forms while they were being used in my site. But they did ultimately fix the issue after some small amount of blame shifting to OR web host over the issue, which was not the case. Appreciated the ultimate help to resolve.

We are unifying or customer interaction. Creating campaigns and funnels, tracking responses and trying to market and service smarter and better.

It amazes me all the things that AgileCRM can do. Beyond just the CRM it has a tremendous amount of marketing automation capability at a cost accessible even to small businesses and startups.

While the functionality is vast, this still appears to be a CRM that is growing up. On one end this is great because they are building and releasing new functionality CONSTANTLY. It amazes me how fast this platform is improving. However, it is also clear that some areas need polish and UX improvement.

We have used AgileCRM primarily to support an Outbound Prospecting effort. The automated campaigns coordinated with Web Rules has been extremely powerful.

AgileCRM has a very all-inclusive marketing automation solution that allows you too visually see your map with workflows. This helps you recognize the holes in your campaigns and adjust. Reports, very easy to dump into excel and make your own charts if need be.

That you are unable to see your email via outlook with an exchange server

Coalescing CRM with Marketing Automation.

I liked the way things were organised by company/ people from that company.

At one point it became hard to organize people you had to follow-up with just by using tags and notes.

We had a common marketing & sales database where we could keep track of leads. It was pretty useful for a start-up.

When you are able to get support they are normally super helpful in trouble shooting any issues.

There not available during work hours for AEDT time. I normally have to wait till past 3pm to get on a support call. This could be better if they provide support during my working hours.

Providing automation and being able to tag relevant clients. Also the tracking is very uesful for campaigns.

It's the best platform to engage with customers and increase our relations with them, to increase and manage our sales.

As a multitenant environment, it has few limitations but overall it's best.

We can easily track our sales and leads which later can easily be converted to customers.