Agile CRM Reviews: 4.1/5 — Solid Choice

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.

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

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

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.

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.

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

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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

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.

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.

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

affordable and easy to use. Agile offers our small business what it needs.

I wish the tag loaded faster, and I didn't have to refresh so frequently to have the dropdown options for tags work. Also frustrating that if I manually type a tag that it doesn't apply the tag, I have to actually only type part of the tag name, and then wait for the dropdown to function properly (ex: not, not appear) and then select the tag. These small hang ups really spoil the user experience when you're trying to work fast in the platform.

It's helpful for us to keep our contacts organized for some of the campaigns we do via outreach for user acquisition.

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

Simplicity of the platform makes ease to navigate and access what you need very helpful to get right work done.

In the contact pages. Difficult to search through relevant information/emails on contacts when there have been a lot of emails. Have to scroll and search through each unless you use external email.

Simplify the sales process by getting a tool that would better enable visibility of deals, opportunities and relationships to follow up on.

Agile has been easy to use and has an acceptable learning curve.

The program is still being developed, and you have to get used to the bugs and workarounds.

We use Agile to manage our campaigns. The lower price point has enabled our small business to have mass mailings.

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.

Good and user friendly interface. Integrates well with other software. Easy to use

Very slow compared to its competitors. Expensive. Not many knowledge articles available. Customer service needs to be improved. Hard to add contacts and custom fields

Not much. Used it only for 2 months. Like its competitors better than agile crm

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.

The ease with which you can set up email automation and get it up and running within minutes. All you have to do is figure out the workflow on a paper and replicate the same without worrying whether Agile can take care of it or not.

Lack of information about the leads. There are other CRMs in the market that do it provide a lot more than what Agile does.

Lead Generation Lead Tracking Lead updation Email automation Email marketing Content marketing Events - Landing pages Content Amplification through events

All of the features that it includes. I like that I can also use it for marketing.

Sometimes it requires too many steps to complete simple actions

Management of our customer database. Easy to market and remarket to customers

is super easy to keep control of appointment, calls and task for costumer and if you want to run a call log to see how your week looks is perfect. it may use user friend but they not longer in my good side list

doesn't have monthly payments is only annually, it would make it easier for monthly payments in case you want to try a more expensive option. they limited the use you can have and they make very difficult to speak with them and the manager act like he want to help but he is not even trying he just annoying because you are telling him that he is wrong

have a control on our sales team when they say they call and we can verify and see what they actually did. they need to work on helping their clients what they charge is crazy and when you ask for option they have none

Agile CRM has a variety of really strong features that allow you to easily add and manage all incoming contacts and leads. The feature I find most useful for our company would be the drag and drop campaign builder. When using the campaign builder, you can add a set of tasks and actions to automatically trigger based off an event or tag, and the campaigns can be very in depth, including the option to add emails, wait days, if/then statements and so much more!

In my opinion, Agile suffers a bit from feature bloat, which results in the software have a ton of features, but lots of quirks and bugs. It seems they spend so much time adding bells and whistles that they never improve on the core functionality of the software. At this point they've added email sending, helpdesk ticketing and other branch out parts, where they just may have been better off integrating with other systems and strengthening the core CRM. The system frequently times out when I am using it, the search option often gets hung up, and the connections between the compartments of the software and confusing and easy to mess up- just to name a few.

Our company started using Agile to help keep track of and manage our incoming sales leads. We also needed a place where anyone in our company would be able to find all relevant notes and events related to current, existing, and past customers. Prior to Agile, this information was stored separately as spreadsheets and emails throughout the company. Agile has definitely helped organize that. We've also realized the power of the Twilio integration with Agile CRM, which has allowed us to make calls and track the out come, time and notes all through the system. Overall, we are more organized as a company and have maintained much higher customer standards as a result of this organization.

Agile CRM and ClickDesk seamlessly integrate with best of class web apps such as Shopify, Wufoo, Harvest, Quickbooks Online, Basecamp, Google Apps, and many more. Customer support is excellent and replies rapidly. The breadth of features and breadth of integrations AgileCRM and ClickDesk offer is unparalleled. You would have to patch together several apps to match what AgileCRM and ClickDesk do.

I wish it had a more customizable interface that allowed for more of a functional workflow set-up rather than a structural database interface. It's buggy and needs more polish.

Marketing, sales, and service.