Agile CRM Reviews & Product Details

Agile crm is a easy platform to use, customizable and simple. Not as good as salesforce, but it does a good job as a crm tool.

Reports are not customizable, extracting info is complicated.

Crm for sales and company transparency of what the sales team is doing

I like that it’s free when starting out, I’ll glad pay for it once I get this ship in the air! Seems like a lot of CRMs have the same platform layout... not sure who came up with it first but AgileCRM looks clean and I get headaches like I have with the other CRMs I’ve used.

Nothing really, it’s as advertised... I’d like it to be a native integration with my other apps but that’s fine. I’m using another CRM for field sales reps. So really maybe a mapping function. I also do not having email being mandatory to enter a lead... I just info@mycompany.com to get around it. I’m more phone and f2f than email in reality.

Organizing mass amounts of leads suspects prospects, I don’t use for my deal pipeline, just my marketing funnel... so that’s my favorite benefit, managing 3000+ names and numbers

The design is quite good and intuitive, it is good for small companies.

It stops working suddenly and you need to refresh the website to move forward. It does not offer to many customizable options, so if you aren’t looking for detailed reports about sales performance this is not the best platform. Also, the storage is small and does not fits well medium to large companies.

Leads and deals qualification

Really well thought out, easy to use, powerful. But most of all, has an excellent API which allows for programmers from the outside to create events, tasks, leads etc from more complex business rules.

In 2018 the software hasn't changed all that much, I'm told because they had a focus on GDPR. I hope this changes soon. It is a little expensive. I don't like that the emails are branded "Agile CRM" unless you pay more. They need more trigger/automation events. User Voice is used to ask for new features, but these features are often ignored... I'd love for the software to evolve a little more quickly basically, and overcome some of the shortcomings.

Keeping sales staff in shops busy, but also organised and proactive. Tracking their progress too.

The ability to track potential customers through our sales funnel and with different staff is great

I have had trouble Setting up my email. It seems to require my developer

Tracking leads Organizing follow up tasks

Easily accessible and keep track over my clients and generate More leads for my business

Many more additional features can be added,and the UI can be improved better

Run campaign and connect with new cliens and existing client, easily keep track over my activities with clients

Set up is quick and easy. Big fan of the template email and the amount of time Our company can save. Tracking is superb for our website. Integrates nicely with other software we are currently using making my day a breeze.

Almost feel like there are too many features that we may never use then alll. No major issues and their support was helpful for the small things we ran into. Very good support for an inexpensive CRM.

Being able to manage sales, marketing, and support in one location has been a big change. Agile takes care of what we need and saves money by allowing us to get rid of other wasteful software.

It's so robust. And I'm not one for reading instructions... i'm terrible at christmas. I've been able to get in there and just figure it out. Mostly.

It's SO robust I know there's features I should be using that i'm not. But I plan to be using it for awhile so i hope to learn all I need to.

My email campaigns are going SOOOOO much smoother than they did with other "email" crm programs like MailChimp. I've been totally frustrated for YEARS and am now happy and comfortable with this one.

I like that you can have a really simple CRM. You can also have a really simple email automaton tool. Or you can go all in and create a fully automised communication system. The email automation tools are really easy to use with the 'nodes'. I have also found some of the plugins great, such as the telephony.

I find sometimes it is difficult to find things where you would 'expect' them to be. I don't love the 'Sent By Agile' at the bottom of all emails, as I think that's a bit much when you are paying for the tool. I also think that there could be some improvements around the email side of things - it should be standard for an unsubscribe to be in any outgoing e-mail, not something that you have to add into their templates. I also think that I should be able to have multiple email addresses without needing to have additional users. For example, my business uses info@ and accounts@ - I don't actually need 2 users, but I do want email communication from both recorded on there.

It has allowed me to better communicate and track communications with our clients.

How easy and simple the usability to use it is

The small amount of campaigns you can use in the paid version

Easy to track the email campaigns, generating leads and improving the campaigns