Agile CRM Reviews & Product Details

Agile has been built with a focus on the needs of solopreneurs and small businesses. It's customizable, cost-effective for entrepreneurs who want their CRM system to have all the bells and whistles that they need - not just limited features provided by other similarly priced products out there. Their system could track emails sent from outside of the platform, which was great for a client of mine that I suggested Agile to.

The UI could use some improvement and there is a bit of a learning curve - I would like to see something more innovative, combining what's on contact records with the company or financial details in one easy view.

Agile was the first CRM that I really used. I had an account with HubSpot before Agile, and it seemed overwhelming. While Agile has a learning curve, it felt easier for me to use. Agile was the first CRM that I really dug into to utilize for my business, and it ended up working great. I suggested it to a couple of other clients/friends of mine eventually. I needed a simple system to keep track of my leads and customers, and Agile provided that. I could make the setup as easy as I needed.

I liked how many categories there were to define a lead or a contact.

I think the interface could be upgraded.

The automated features did not always work. This was a great first step for my company.

Una de las cosas que más me gusta de Agile es su capacidad para exportar e importar contactos y organizarlos a través de etiquetas. Además, debido a su fácil de user plataforma, podemos filtrar las búsquedas de contactos incluso a partir de fechas (más allá del etiquetado), lo cual facilita la obtención de datos necesarios para el contacto que va más allá de las campañas que puedan lanzarse. Asimimo, posee un equipo de soporte técnico bien entrenado y con paciencia. Las veces que los hemos contactado, hemos perdurado en solución constante.

Lo que más me disgusta de Agile es que es difícil organizar y conformar una campaña desde 0 si no se tienen conocimientos intermedios en tecnología y/o CRM. Me atrevería a decir que a pesar de poseer una interfaz bastante intuitiva, una persona con pocos conocimientos tecnológicos, encontrará difícil lanzar campañas por su cuenta. Asimismo, posee errores que evitan la autonomía y automatización completa, por ejemplo, en nuestro caso Agile es incapaz de procesar cuándo un contacto ha respondido email para sacarlo de la campaña.

Con Agile CRM hemos sido capaces de mantener larga data de potenciales clientes y/o alianzas comerciales. Asimismo, posee una plataforma fácil de usar y bastante intuitiva si el usuario que la utiliza posee conocimientos previos en el sector de tecnología.

we like this tool because it facilitates our work in the company, with a wide variety of functions that allows us to organize our sales, tasks, calls, offers, among others. Tag facilitates the different actions and processes with customers, satisfies the needs of our business to grow proactively, this tool proposes our services to the market with an optimal platform, the values ​​are affordable to the company, demonstrates a marketing automation easy to use and allows us to track and forecast the sales made daily.

we disguised a series of options that must be completed as are the report designs, the products to be quoted, the customer service is outsourced, the product has a competitive price and has a nice interface but should improve the quality of the graphical interface and the support, the reporting functions are quite limited.

our company is assuming the way to optimize the processes of sales, marketing and automation of services in a single platform, agile is a good tool that has managed to take a positive position in our company, it also allows us to save costs and to be able to organize the management of the same.

This tool covers the full CRM tools that one would need for most basic needs in sales and marketing. I especially appreciate the online appointment scheduling capabilities that allow people to book time with me in increments as small as 15 minutes.

In my past life I used Salesforce, and there are some more advanced capabilities that Salesforce had that don't seem as intuitive in Agile CRM. However, the cost of implementing Salesforce and the depths at which one could get in the weeds with that tool - so eaily - really makes Agile CRM look simpler to use by comparison. But, if anyone is an advanced Salesforce user, they may find the Agile CRM tool to be lacking. I wish it had integration with MailChimp. Also, it has been difficult to get my sales team to fully utilize even the basic functions.

CRM tools generally help with communication across remote employees, and we have found Agile CRM to be a strong tool for us to use for that purpose. As a small company, we can get by with only 5 licenses, and that's okay with Agile CRM - we still get the full support and training, and that gives us an opportunity to be better sales people and marketers as we are no longer piecing things together in Excel.

Agile is a great "all-in-one" CRM with many tools for different user needs, bringing Sales, Marketing and Services tools in the same interface with integrations between them. Agile has a great free plan that give the users many features.

If you need all of Agile features, the pricing plans are not cheap. As it has many many features, the interface gets a bit crowded and makes the learning curve for newcomers a bit complex, wich always is one of the principal reasons for CRM softwares don't get fully implemented.

In Agile CRM I organize my contacts by areas of work of each one. In there I monitor my relationship with these contacts and make drip campaigns of certains projects for the contacts that are relevant. All of these can be accomplished in the free plan of Agile, and once you get the hang of it, it becomes simple to save your workflow and repeat it for the coming campaigns.

The free access to the API that allowed me to build my system before going on a premium account

The loading time of the web tracker that tends to slow down my website

Automating the lead management from and to our website

The email marketing automation feature, tagging contacts and linking it to the email client to makes tasks and notes for follow-ups

The lack of feature to send email attachments to groups of contacts How difficult it is to link Google Analytics with Agile to pull data, they should automate this linking process The calendaring for events and follow-ups are separate, maybe combine the two?

Keeping track of customers and following up with them, sending out newsletters, seeing engagement unlike before. Knowing what RFPs are out there and in which stage of the sales pipeline they are.

I can add all the custom fields i want to both my contacts and my deals. I love the whiteboard.

The help section on the site doesn't search very well but the online support team makes up for it.

Organizing my mortgage business

I have been using Agile for about a month now. For a non-technical personal, there has been a learning curve, but everyday I'm getting better. What has been the most helpful to me is that I can get ahold of a real LIVE person when I have a problem I can't get resolved. The support team is very helpful and I would suggest the company to anyone who is needing a central CRM system at a FAIR price.

There are a couple of features I'd like to see including a report on opened emails. I don't use the campaign feature as much as I use the email feature and would like a single report that shows which clients have opened the emails and/or clicked on the attachments or my LinkedIn Profile (which is embedded in my email templates). I am hoping Agile will add this report to their features at some point.

A single spot to manage LinkedIn, my SMS messages, my emails and at some point campaigns when I add this product.

Agile is extremely easy to set up and covers all 3 traditional functionalities of CRM systems (ticketing, lead management and marketing automation), albeit some better than others. Marketing automation module offers some very sophisticated tools such as ability to automate campaigns based on specific triggers such as cart abandonment. It also offers A/B testing, ability to track conversion, set up web rules and has some very useful forms and email templates. Lead management module offers many of the functionalities found in other systems including reason for loss. Dashboard customisation is somewhat limited. Agile stands out where customer service is involved. Their team has gone beyond the call of duty on many occasions to help us customise some features.

The service or ticketing module is limited in terms of functionality. Some of the settings for the system are not intuitive; the SLA for ticketing is found in campaigns for example. Synching emails requires you to add yourself as a contact or incorporate into a group which again is counter intuitive. Overall I think there is room for improvement in the customer operability of the system specifically for the more advanced functionalities. Bulk actions are also restricted.

We mainly use the system for contact management, outbound marketing activities and creating web rules. Compared to other systems in the market, it does offer great value for money as well as great customer service and technical support.

- Fast learning curve. - Lot of Zapier triggers and actions - Product growth, they add new features regularly and fix issues promptly. - They learn from their mistake. It seems like their customer service is improving which is a great news. When I posted my original review I was seriously looking at migrating, I had to delay due to technical reasons. During that time it seems like they made some good changes to deliver a customer service more in adequation with the quality of the product.

- missing some customization option to change the look and feel of the app. - A/B testing in campaigns is not practical. - Reporting is pretty limited. - deal management still needs some work but they have been getting better.

Agile allowed us to automatize workflows and marketing. We improved lead management and suppressed tedious task in our process so our staff can focus on more important matters.

hte visual campaign manager and email sharing

Price; Would like to have different plans for to meet the smaller/leaner company that still needs more campaigns... :)

Campaign flow and email collaboration

La posibilidad de hacer lead scoring... no se encuentra en todos los CRMs actuales!

No me gusta nada la herramienta de formularios... son muy feos. Es muy necesario crear formularios para capturar leads... pero los formularios han de ser bonitos para que el usuario desee usarlos... de lo contrario no capturas datos de contacto de tus visitantes... Yo uso Gravity forms para conectar mi web con Agile CRM (pero este plugin de formularios es muy caro...)

Mi estrategia de Marketing de Contenidos empieza a dar sus frutos. Estamos consiguiendo Leads para ventas!

Value. We spent two months researching and testing a handful of CRM options to streamline our new customer intake process. Agile is a fine blend of usable functionality at a scalable and affordable price.

Customization of the admin interface is a bit lacking. The dashboard modules are nice but it would be great to have some more control over default field labels and context.

We have a team of project managers handling new lead intake communication. Prior to Agile we were using email as the primary means of juggling conversation handoff which resulted in a high volume of emails sitting in our inboxes. Within the first two weeks of rolling out Agile, we saw much greater response rate during initial lead conversions.

It has a wide feature set. Reasonable price. Perfect for smaller teams.

The email creation and HTML editor features are a bit subpar but can be navigated if you have HTML skills. Also it doesn't seem to do the best job at de-duplication.

Tracking customer experiences and sharing notes. It's great for doing lead scoring based on user-interactions.

La facilidad de uso y la simple parametrización, incluso en su versión free

Varias veces tuve que recargar la pagina para poder trabajar.

La posibilidad de gestionar soporte a clientes, y hacer un seguimiento del mismo

its ability to integrate with different stream of servies like sales, marketing, SEO etc

its a bit hard to understand for a first timer and requires an experts help and its little bit slow in response

its the platoform we use for order management and order creation and its good at it

AgileCRM is great for a project that is not generating any revenue * Its a Free CRM * Free Website Builder * Support is active even if you are using their free tire. * Has most of the Hubspot important paid features for free.

In one world AgileCRM lacks quality. Just of elaborate * Buggy Software, I mean really buggy. It looks like a beta software * Too many features but none implemented well * Lacks the premium look bad UI * Unreliable system ( online form builder sometimes work and sometimes done not )

The only reason I still using AgileCRM is that it gives me a free landing page builder that has no restriction and is automatically connected to the CRM. Almost all other feature is available for free with the other venders.

It's the capacity of account management and call center management is a key point which we found very useful. Escalation along with the notification. Segregation of targeted audience.

Support some time we received late, back-office support need to improvise. The pricing structure needs to optimize.

Account management is improvised. Call support management. The good facility of data archives and rollback. B2B lead generation is easy by using it. Identification and segregation of user and as per targeted audience we could be to target. Good exercise for 10-100 employee company to explore basic feature and try to implement in large scale. Automatic respond boot is a good feature that will reduce the load in rest resourses. We tried to explore appointment management also but still need to go through details by elementary experience its very good as compare to rest product available in market