Agile CRM Reviews: 4.1/5 — Solid Choice

We were evaluating the typical CRM alternatives (Salesforce). For the price we could not get all the features that Agile CRM offers. We could get a very basic "try-a-baby-CRM" with Salesforce. With Agile CRM we got the hole deal and we love it.

The User Interface could be a bit more user friendly, perhaps more "Jira-like". It is adequate though and this is very subjective. The Calendar UX could be a tad more user friendly (for example, displaying the current day in a different color and small things like that)

- Better Customer Journeys through Marketing Automation - Efficient integration with 3rd Party apps due to well documented API - Better Leads Scoring + Marketing Automatization = More efficient Sales Process - Integrated our Digital Interfaces with our CRM. This is a huge plus.

I like the fact that all the information and activities are attached to each contact and it is simple to find all of that info in a centralized location.

The interface is simple and some of the symbols might be confusing if you are not well versed in the platform.

This platform helps my team and I to quickly access information about certain contacts without having to consult one another on the last time someone from our team spoke with them.

We was probably testing every available CRM on the market for quite a long time. The reason of chosing AgileCRM, is simple. It combines everything we need to have. A CRM, a Helpdesk with Ticketsystem, a Livechat and even a Marketing Module with campaign dripping feature. Once you got to know the system and the way how it works, you are able to simply keep yourself updated to everything which is going on with your clients and prospects. We also appreciate the quick help we always got from their support team. Literally, we do feel very comfortable with it and can highly recommend it to everyone who is searching for a solution which is covering all aspects of it's business.

I have to admit, it was a bit of a learning process in order to get used to the way stuff is handled in AgileCRM. However, you have to do this anyways with every CRM Solution.

We are able to handle all sales, support & marketing activities with AgileCRM. The biggest benefit is indeed, that everything is in one tool. On top of it, you can even add widgets for your accounting so everything can be done from within Agile.

Its very simple and user friendly. much time saving than other products available in the market. one good thing about it is that i can configure multiple email addresses of my multiple products for different email campaigns. Tagging on contacts is an awesome thing to manage my contacts.

So far I am still exploring its features. the good thing is that initially when i have any requirement according to my work and i dont know that its available in Agile or not, and when i explore it with keeping my requirement in my mind, i always get a solution.

mostly for email campaign and business lead generation

- Functionality allows for a wide range of services which all help you improve sales/marketing. - Team members all get amazing insight into the different contacts and can quickly react. - Plugins can be added which expand on the software's use, helping you manage your business more effectively.

There isn't much that I dislike to be honest, since the app currently caters for all of our needs.

Contact list management, mailing lists marketing, identifying of potential sales leads. We have realised all of the above and more.

The support is there mostly all the time

The merge function needs to be updated, it automates campaigns afresh and it shouldnt

email marketing. the campaigns are useful

I think that the price is right for this product .. that's important to small businesses. I love being able to use my iPad to view current standings of active campaigns and contacts. I also love the integration with Twilio so I can send SMS messages to contacts, me, and may staff.

It freezes up at times. Also, you cannot change anything in an active campaign without kicking out from that campaign active contacts. This is a problem for longer-duration campaigns.

I am connecting easily with my contacts. Also, it is wonderful to be able to leave Agile to doing so much of the "bulk" work I once had to do manually.

- All in one for Marketing, Sales and Services opérations - Easy to connect with our CMS (Wordpress - Woocommerce) - Many plugins available for telephony, chat, social - Easy to set up for a non IT administrator - Support team easy to reach and efficient

- Products Management is very basic : could be more integrated with the CMS Database

- We built our marketing plans ith Agile CRM : welcome campaigns, follow-up campaigns : very usefull to automate SMS, call and emails outbounds - Drag and drop interface to design Marketing Campains : no need to "play" with data - Sales Management : each deals is followed and allows to monitore and forecast sales

The interface is clean and it has been easy to train our employees on the UI. Also easy to understand documentation.

At this point, there is limited support for integrations with Voip providers. This would be a big game changer for us if there was an integration with 8X8.

Great "web rule" to automate lead generation for our sales staff.

The ease of use as well as the marketing automation. The way that Agile CRM displays the information is awesome so easy to use. The way the deal sheet is structured is also wonderful. It is easy to see what is going on as well as to add additional fields in the pipeline. This is important as you don't always have the same pipelines. Then the contact import function is a great addition and once I used Google Apps it was easy to import the contacts of all our previous clients. We managed one of our client functions with the marketing automation and this worked great. It was good to see who opened the mails and who did not. This made it easier to just contact the people that did not open the mails and find out why. This made it so easy. We are currently building a A/B test campaign. I am excited to see how this works and see the success of the different emails that we want to send out.

At this moment everything is working as what we require, but if there is anything that comes up I am sure Agile will address this quickly.

We had the need for sales visibility as well as to know which customers needs to be look after and when.