Agile CRM Reviews: 4.1/5 — Solid Choice

Easy of use and workflow make Agile a no-brainer.

I use Agile for two companies I own. Transitioning between two companies and two separate logins is cumbersome, especially with dual verification. Nothing I can deal with.

Cost effective way to database and email market under one platform

The all in one nature of Agile CRM is simply fantastic. It works seamlessly for us andhelps keep us on top of our customer connections

Apart from the odd integration that needs reconnecting, all is great. The only thing I would like to see added is repeating tasks.

Agile handles our sales funnel extremely well. Time saving is immense as Agile handles everything from website enquiry through to the end result.

Really impressed with the level of functionality for the price. The drag and drop for creating campaigns makes creation and management really easy. I looked at several other platforms taht are targeted for SMEs and they are all way more expesive. I've found the chat support to be really helpful and knowledgeable when I get stuck. If they can't solve the issue straight away they are very responsive about providing a full email response.

Some of the form design stuff takes a little while to get your head around.

A single CRM for all my business contacts and communications. Also gives me an easy way to run email and nurture campaigns for my client/prospects.

The marketing automation tool is great,. Also you can easily integrate with another tools.

I will prefer to have an integration for newsletter tools, like mailchimp, instead of have to create a campaing for each newsletter, since you have a limit of 5 campaings in the lower packages.

To have an optimized and measurable e-mail lifecycle for my company. This is great for marketing purposes and to keep alive your contacts.

I love how visual everything is. I can see what leads to follow up and score them so that we can rate good quality leads, and also make sure we don't focus to heavily on the weaker ones.

None. I liked using it. it took a bit of getting used to but I think that was more on my side than the softwares.

Leads relationship and scoring. It helped to keep track so that I didn't forget to call clients etc.

This is the only free CRM that I have found that functions like a fully-paid and fully-featured package. I like how the base CRM features are pretty much unlocked, and there is enough freedom to try out the additional features, without ever feeling like I need to risk money just to figure out if I need the intergrations.

Sometimes the settings and options do not seem intuitive, and I've had to look up how to implement simple features and options.

My business is very much now Agile CRM-focussed, and almost my entire workflow revolves around Agile CRM.

Intuitive design, featurefulness, continuous improvement, and convenient pricing

Nothing really. There are some minor bugs here and there, and my experience is that they fix it quickly

Automation and CRM

Pouvoir utiliser toutes les fonctions des CRM les plus complets pour un prix fixe et abordable !

Nothing ! Nous n'avons pas encore remarqué de défaut.

Pouvoir associer mes newsletters et mon CRM sans configuration compliquée.

Agile is so easy to use and makes day to day tasks a breeze.

can't really think of anything right now...

Following up with prospects in a timely manner, closing more deals, etc

Agile CRM integrates easily with Shopify and Zendesk, which has been incredibly useful. I use the app daily to track sales, manage leads, and set up marketing campaigns.

It took me a couple of tries to understand the email marketing tool, but now that I've figured it out, it's useful and reliable.

We were able to solve the ongoing issue of keeping in touch with contacts from previous custom transactions. The contact management tool has also made it easy to follow the team-wide progress of reaching out to new leads.

I like the organization and marketing features.

They are still working with email campaign subscription issues.

I am organized and can now track lead flow. I realized the benefit of doing more with my marketing.

Before I have started to use Agile CRM I have been through a very detailed research of the existing CRM solutions. Some of them seemed very good, but expensive, others were affordable, but were missing essential features. I needed something not too expensive, flexible, with easy implementation, not steep learning curve, offering integrations with multiple other software platforms and with good marketing tools as I am a marketing specialist. When I first tested Agile CRM it seemed to cover all of the above – friendly interface, a lot of integrations supported, not too expensive, easy to implement in our existing ecosystem of software platforms – our own and third party solutions. Our programmers integrated it very fast into our web based telemedicine platform and it started to work from the day one. For the time being we are using the integration with Sendgrid and everything works fine.

At the moment there is nothing which I dislike too much, so that I will want to describe it here as a downside of Agile CRM.

The features I use the most are the automated campaigns, which we use to measure the open rate, link clicks and also the actions following on our website. Based on the fulfillment of each step defined in the campaign we were able to segment very precisely our users with the excellent tagging system of Agile CRM, which supports unlimited options to describe and define your users. Based on this segmentation we were able later to decide how to proceed with every user based on his / her previous behavior. The e-mail templates are quite nice and you don’t need any additional external platforms to perform professional marketing. If you are used to make your templates in Mailchimp it is very easy to transfer them here as usage of code is supported as well as custom fields. The Web rules are also quite nice and efficient, the push notification as well. The option to filter the users based on the tags, one has attributed to them is of great help to organize your users and the ability to export a filtered segment in csv gives you endless possibilities for further processing and data management. The chronologic history of every user interactions with a company’s e-mail, website and support team gives real opportunity to know your users personally and offer them personalized services. I highly recommend Agile CRM as a reliable and versatile CRM and marketing solution.

I like the way it tracks the visitor from the start of their browsing and then takes leads directly from my website. The persons tracked information is then married with their IP / cookies and I keep an eye on where they went and when!

The default Form code is a little bit bloated - but using their plugins works a treat.

Its a reliable place for my leads to go into and I can keep track of client conversations.

Customer support are fantastic, always answering questions rather than having to use a forum (like other CRMs). Product is easy to use, has drag and drop functions, updates regularly, nice dashboard layout, simple to import/export contacts, email automation and campaigns suit a beginner, integration of email, domain, social media etc is all doable - oh, and quite a few other fancy things that I have yet to discover.

Nothing really. Having used other CRMs - Agile is by far the easiest to use and logical for a beginner (like me)

Email automation, landing pages, newsletter templates, contacting clients regularly with campaigns, syncing with my social media, reports and statistics, just to name a few!

As a software developers ourselves we like to see that agile is constantly being updated and improved

Our only issue is with limited integration to our phone system,, but that's because we use gamma horizon where sip details are not published

Sales automation is really useful Email marketing with tracking cookies for web activity is very clever

I like that I get access to a ton of relevant sales and marketing tools at a price I can afford being a small business. I have investigated a lot of CRM systems out there and to be honest a few of them I was really in love with, but I couldn't justify the price point. Agilecrm really does a lot more than just the basics and I can see myself growing with it as my needs for systemisation grows. The support is pretty amazing when you consider the cost. They have been able to get to the root of my problems and solved the issues I have been facing. In these days of everything happening though e-mail it is really good to talk to a person and getting a solution right away.

The system offers so many features that I have not yet checked it all out in detail. I found a few things that I didn't like, but when I talked to the right person in the support staff it turned out that there was a solution at hand. The documentation and help on ei youtube could be better - but I must say that the support have been very willing to help.

I am needed to move from sending out a newsletter to really work with e-mail marketing and for that I need to store and segment my contacts intelligently. Additionally I need to store all the contact information in a central location so what I can capitalise on it.

Very robust and is easy for the user to create automations for drip campaigns and internal workflows.

The app is possibly too robust and could be slimmed down to fewer features that you use more often.

Automations that help me to not miss potential customers.

The automations are amaizing, the agility / flexibility - it can adapt so easily and nicely to your business context, the integrations are life saver as none CRM can offer the maximum on its own. I personaly liked also very much the fact that I could have the free version for as long as it is required, and not just for a month as most CRMs. Usually much more than one month is required to decide if the CRM is the right for you. The price is extreamly good, especially if you consider other competitor products and the provided funtionality and automations.

The support I received during my free plan although it was good, it could jave been better.

Everything is in one place, easy to manage and get alerts when required. I save a lot of time and money while I deliver prifessional services.

FEATURES: Pretty much every feature under the sun for automation (even correlating user behavior on website into triggers for a campaign is an effective tool due to how well the cookies work). ON-BOARDING: We've been able to schedule meetings with our on-boarding team who've been great in giving us real world usage scenarios and helping us settle into the product the right way and waste time looking for a way to do something or figuring out best practices from scratch. This is HUGE, very few solutions actually have something like this available to you. CUSTOMER SERVICE: Top. Notch. The chat support is great, they're patient and will stick around answering your questions all day, they even pass suggestions to the development team who actually implement them as new features moving forward if it's something you really need. Which is mind-blowing. OVERALL: It's complex and takes effort to learn what the product offers and how to use it. You're going to have to put the effort in, or it's going to be useless. That being said, once you put the effort in - Agile CRM gives you super powers compared most of your competition (because it takes effort, and requires learning).

Very much a DIY experience, not enough 'sane defaults'. Needs better testing/preview options for different campaign segments. But these are something all these 'all-in-one' CRMs need.

BOTTOM LINE: Imagine being in an iron man suit hovering above your competitors firing automated marketing missiles of lead-capturing/qualifying/scheduling sales quota destruction!

The complete integration of tools makes life very easy. It's a "next generation" CRM package that outpaces the likes of MS Dynamics, Salesforce and others. It incorporates the marketing automation tools I need to manage multiple campaigns as well as my inbound and outbound calling. I love this product. In fact, I'm recommending it to my clients.

There are some user interface issues that could be improved: setting up email templates can be a bit cumbersome; setting up forms could be better templated as well.

Integration with my website, marketing automation, email campaigns, email and phone communications with my clients.

After trying many other CRMs we all have fallen in love with Agile, this is the best word to describe. Is so easy to set up and very user-friendly. Just finished imported our Data from Zoho and all looks good. I have given up spending time in Zoho CRM that almost forces you to enroll in what I can only describe as a university course. Agile has some things that need improvement but the development team doesn't stop bringing out new features and tools and you can also post your development ideas into a Forum and this can be voted by other users, I have already something being developed using this tool. If you want something simple to use but also fool of cool features this is the system to go. I love the Chrome extension where you can add contacts on the go from any web page (including the great Linkedin fetch contact details feature). Looking forward to the new feature releases.

not much yet, so far so good.Help Desk database still being populated so you have to contact the Agile care team more often, but improving.

We needed to make sure our team would use the tool on a daily basis if is the system is hard to set up and use they won't stick to it. We are avoiding having excel lists where data ended up anywhere but in the CRM. Also tracking customers behaviors and activities. Having marketing campaigns being used as a rating score feature.

Lowest price for the same features as other packages. I am able to do much of what I can do with Salesforce or InfusionSoft for half the price

Some of the things I wanted to do seemed to be a bit complex, but my thought is that it will get better with experience.

Capturing emails directly into my crm. Being able to quickly turn those into email campaigns all in one package.

A very powerful CRM with marketing automation mechanisms inside for, roughly, $100 a year ! Possibility to create email scenarios, to attribute points to actions done by leads to check the maturity before contacting them. Possibilities of action are really impressive (even in the free version). I really like the possibility to design the landing page within the solution and connect it to the website directly. You can create a whole scenario from social media to CRM attributing points to leads regarding the action they have performed. It's absolutely great. It's like having the power of a big sales team in the hand of one person.

Nothing, absolutely nothing, everything is fine with the system, you have tutorial, it's really easy to understand and in case you need support you can open a ticket, answers are always fast and employees very friendly.

Agile CRM provides a very powerful solution to both sales and marketing challenges. Everything is gathered in one place. Benefits are just glaring : time savings, accuracy in commercial and marketing processes. It brings the sales+marketing automation at a very affordable price. A very good solution to grow fast your business on focusing only on extra value tasks when needed.

Combination of CRM and eMarketing. I like that I have in one place companies, contacts and activities above them. As lead generation I use eMarketing part - landing page, forms and last but not least mailings. I like also automation which can help me to do things with personal interaction.

On the tool the pricing of emails. In process... too agile sales contacting from agile team. It was too much for me... pushing to order.

Database creation, emailing, sales process. I see what customers are doing with emails - opened, clicked. I can ask for their feedback from email or page very easy.

Very easy to use and understand, can be used for smaller businesses

The company don't have European subsidiary and the market presences is quite low

We use it for lead management and lead scoring as well as for marketing automation, it saved us lots of hours of training and implementation

Easy to use, the support is very helpful

Would love if the exact data in an online form could be emailed directly upon submission

CRM, automation, marketing

I love the tracking and how it scores my prospects. I also like how i have my CRM and my Email marketing and automation all in one place.

There isnt a whole lot that I dislike. Only thing i wish it had was a portal to share our newsletter on Social Media.

It allows us to be more active with our marketing and better track our sales information

It is easy to call, email, setup email campaigns

Sometimes it is a bit slow and takes a while to load

I am able to keep track of the prospects, it has a deal module to keep track of deals in the pipeline so leads don't fall thru the cracks

I love the fact that this CRM is an all inclusive solution that takes care of everything from marketing and sales to business process automation! Absolutely love the integrated email marketing platform that makes it easy to keep in touch with leads and clients!

I would love to see the usability of the entire system simplified a little more than it is now. There are also a few things that need to be updated with the mobil app for ios. (I don't know about android) It always requires me to "log in" before I can see what is going on. Then when viewing deals, there is no way to view them in the same visual pipeline view that you get when logged in on my desktop.

We needed to gain insight and clarity into our sales pipeline. In addition to that we needed way to fully integrate our online marketing efforts into the CRM that gave us a full picture of how contacts are interacting with myself and the firm.

Contact Management : It has tags to categorize the contacts. This helps to filter them quickly and send mail to relevant contacts only. Workflow of the system is also good. It has advanced features as well, which one can use when the size of business increases, such as, text messaging campaigns, call recording, etc. Customer service is also great. I even talked to the support team on phone and they went extra mile to help us. I guess customer service is also important. Agile got that one too. Also like their Dashboards which are customizable. One can choose own reports to see on the top. Drag and drop interface is good. Its all in One system which can cater to our need for long term. Chrome Extension is also cool. I can see who opened the email and quickly add things. It will automatically add contacts in the CRM and send a report every day for the new contacts added. this saves data entry time. You can even search in the chrome extension which is very handy. Daily report emails is also great feature.

There is nothing I don't like. Its great software.

Contact Management, Mass Emailing and Campaign management