Agile CRM Reviews & Product Details

Agile CRM is very good; it has a solid foundation that makes it easy to understand the tools and creates numerous options for fluidity and control of CRM automation benefits. For organizing a performance to help prospects, it is efficient and very helpful. We have been more agile with our marketing due to the ease of its operation.

I wish it had the tools better distributed, the interface is fast but I feel it is somewhat cumbersome to understand at first instance.

Essentially, our team has stuck with it straight away; we use it to simplify support as a true CRM, it's very easy to automate marketing operations and optimize workflow, and it's versatile, which helps to fill various gaps according to the company's objectives. The concept of achieving highly efficient and functional performance around CRM activities becomes clearer.

Easy to add contacts whether manually or automatically as they fill in forms on site. And it is good for simple marketing needs.pricing is very less compare to other crm applications.

The Email builder realy needs an open HTML secrion to allow us to easily embed code in pur emails and builder tool should improve felxibility and looks nice if we can work within the parameters.

It is very good for basic marketing and sales and inline with the agile project management methodology and it is targeted at small and medium sized businesses.compare to salesforce and pipedrive.

Excellent case management throughout different scenario, managing the customer is very good and great tracking feature of transactions. I really love it's automation process.

Limitation in features like sales enabling, sales force automation, less user friendly in nature and UI is not great. If the features is getting updated regularly, then it will be good.

I am using Agile CRM to do sales automation and enabling . This is very helpful and efficient tool . Overall, I loved and pretty much satisfied with my experience.

AgileCRM is the best end-to-end CRM tool out there. It is straightforward to use, and even a non-technical person can get started with this quickly. The advanced analytics and metrics, along with reporting, are excellent and better than other competitors.

I think everything is good but the Social media marketing, email marketing and digital marketing features is not very intuitive. Automatically sending personalised messages doen't work sometimes.

We are using this for the purpose of Social Media Marketing campaigns, and We are also using email marketing and digital marketing. Reposting and analytical feature is very good also.

It made me want to import and enter in client data - something about the layout and interface said, "synchronize all your stuff to here, this should be the master list."

On the contacts list there isn't a search box. What? Scroll through the alphabetical list or filter by something else like date added or company name and then scroll through that list? How can a search box not be the first feature in a CRM?

I like the ease with which I can add custom fields and deal names and link 1 deal to multiple contacts. There is a lot here that was missing on other CRMs I have tried. Also email templates. Also a scheduling calendar that redirects from calendar.mydomain.com really useful stuff.

The ease of using the tool, the multitude of features present and and level of customization available. We have been able to link our email to Agile for conditionally updating the contacts and related deals, which made our life extremely easy. Setting up automated campaigns (Called campaigns under Marketing and Automation under Sales), is very easy and efficient. The great API makes it easy to sync other tools such as calendly

The interface is terribly slow most of the times. The support is less than adequate. And one big disadvantage for us is that there are no ways to filter deals based on contacts (that is, there is no direct connect between contacts and related deals, in the deals page). .

We primarily use to to stay informed of the leads in the pipeline and to track their progress upto conversion (or loss), as the case may be. Using this has streamlines our sales processes.

I've used other programs, and I have to say I enjoy using Agile more for documentation purposes. It's easier to look up documents and data in Agile vs other programs I've used.

I only wish it looked better or had some areas with better font styles so that it's more clear however it does the job, and not everything needs to look pretty all the time. I do wish it looked a bit more colorful.

looking up BOM' s and documentations for manufacturing and purchase orders

It is easy to navigate; it may be difficult to understand how it works at first but after you got it. It's a smooth sail.

Nothing did face issues at first, to be honest, but with support's help, I was able to resolve it.

Simply easy to import leads and keep track of responses to emails, calls with our clients is the most beneficial.

Affordability and simplicity of the tool. Also the LinkedIn widget.

Things break sometimes but their customer service team is always there to help

We needed an affordable CRM tool which was also simple to use.

Easy to set up for everyone in the team. Great email integration with Google Apps and Microsoft exchange. Tracking all the new prospects and doing regular follow-ups through automation is the best part. Smooth customer support experience to all the end-users. Email reporting is easy to track CTR open rate, Growth Reports and Custom Reports Etc.

More knowledge base articles on their site would make us using the campaign feature more effectively. UI needs little changes for a better UI experience. The newsletter part is a bit Bunglesome compared to dedicated services like MailChimp or Sendgrid. A little bit expensive for smaller-scale operations. CRM needs to improve the testing and preview options for the different campaigns as per the segments.

Managing entire marketing and sales lifecycles more efficiently. Keep track of all the prospects and reaching out to them in a timely manner is saving a lot of time. Streamlined the complete process for the support team and sales team. Customers are getting more convinced to turn their inquiries into purchases once they are getting timely responses.