Agile CRM Reviews

Pros

- integrates sales management and marketing automation natively
- easy to use
- feature rich with a lot of add-ons
- very well priced
- great support team

Cons

- Small wish that I have: we have users that would be support users only, while others are sales users only. Would be nice if we could separate license fees on a role basis. But then the overall price we have to pay is still very low so that it really isn't a big issue for us.

Pros

- Contacts import and export is very simple

- Calendar and other time management tools are pretty neat

- Great integration across multiple marketing tools

- Social media and email campaign management is a great add

- Detailed report-generation.

Cons

- Organisation of different compartments within the tool can be a bit difficult

- Rich feature-set leads to a challenging learning curve to go over.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Switching to Agile CRM

Had the right feature-set and price balance for us at the time.

Pros

Agile CRM has been a game-changer for my business, providing a one-stop-shop for all of my customer relationship management needs. The user-friendly interface and intuitive navigation make it easy to stay organized and on top of my customer interactions.

Cons

I have had some technical difficulties with the system at times, but their 24/7 support team has always been quick to resolve the issue.

Pros

I was drawn in by the lure of a free product.

Cons

I'm now unable to send even regular text-only emails from our company's gmail account to any yahoo account, regardless of the number of prior emails back and forth between the two. We effectively now cannot use email to communicate with our existing customers reliably.

Alternatives Considered

Zoho CRM

Reasons for Switching to Agile CRM

Cost (free) and what seemed like a lot of good reviews.

Pros

This is one of the most highly customizable CRM's I have found. the customizations and integrations are fantastic. Integrations of 3rd party software appears to be growing and is still a bit lacking but the key integration of google contacts sets if far apart from the competition.

Cons

It can be a bit on the tedious side to customize and set up. It is not simple enough for many would-be users and does require some above-average computer skills. On the plus side, the ability to customize so much more than other CRM's is also what sets it far apart from the competition.

Pros

It integrated well with Wordpress for lead capture, and it showed me what pages a lead would visit and on what device

Cons

The mobile phone app is just a webview, and the webview is sort of broken

Pros

Tags make it easy to compartmentalize different customers and the path to completion.

Cons

Organization is a bit tough, and the separation of different features between Sales, Marketing, and Service areas is a bit disconnected. Creating a "path" for different actions can be quite confusing, and the fact that LOTS of actions (such as send an email when a certain tag is entered) do not happen. I think these run on cron jobs (say, every 15 minutes) and I feel like LOTS of the actions get missed. This is my biggest beef. The price structure is a bit nickle and dimey as well, and it seems like a big jump between I can do 3 actions and I can do 5 actions.

Pros

Agile CRM is an incredibly powerful and intuitive CRM that allows users to easily manage customer relationships and sales. With features like automated email campaigns and customizable dashboards, Agile CRM provides an all-in-one customer relationship management solution that is incredibly user-friendly.

Cons

Although Agile CRM offers a variety of features, some of them can be difficult to learn and not all features are available in the free version. Additionally, the pricing can be a bit expensive for some users.

Pros

Agile CRM is a flexible customer relationship management solution that offers a wide range of features to help businesses streamline their sales and marketing efforts. The platform offers a wide range of features such as contact management, marketing automation, and sales tracking. The user interface is clean and easy to navigate, making it simple for teams to collaborate and manage customer interactions. The customer support is also top-notch and always available to help with any issues or questions

Cons

The UI can be improved so new users can learn it fast and make the most out of this tool.

Pros

I recently switched to agilecrm after trying out several CRMs and I couldn't be happier. The all-in-one solution is incredibly powerful, yet incredibly simple to use. It has saved me a ton of time and energy by allowing me to automate many of my customer relationship processes. If you're a small business looking for the perfect CRM - look no further than agilecrm!

Cons

The UI/UX could use some improvement as it can be somewhat complex to understand for beginners. With a little bit more focus on usability, it would be an even better product and easier to use for new users.

Pros

Their customer support is great as the hability to send personalized bulk emails.

Cons

User interface and report customization.

Alternatives Considered

Zoho CRM, Insightly and Pipedrive

Reasons for Choosing Agile CRM

The relationship beetween price and features

Switched From

OnePageCRM

Reasons for Switching to Agile CRM

It's a platform full of great features with no surprises in the fee.

Pros

After using several other CRMs I have found that Agile offers the perfect balance of flexibility and structure I am also REALLy impressed by the marketing and tracking side too.

Cons

Dunno. I haven't found it yet. I had trouble accessing my Gmail but [SENSITIVE CONTENT HIDDEN] very helpfully suggested that I set it up through Imap. Seems fine and no bother

Alternatives Considered

Zoho CRM

Reasons for Choosing Agile CRM

Too many hidden costs in order to get the software to do what I wanted. Too many variability requiring real specialization.

Switched From

Salesforce Sales Cloud

Reasons for Switching to Agile CRM

seemed to do more of what I needed had greater support and was cost effective

Pros

- it's almost an all-in-one product, but at a much more accessible price
- for the most part, the product is easy to use and I like how you can setup automations in an intuitive way
- when used correctly, the power of the product is so insightful
- PRICE!

Cons

- I think the platform overall could do with a cleaner design
- Sometimes it can be a bit tricky to find the thing you need (but customer service have always been quick to help)
- Would love some newer and more modern templates in emails etc.
- LinkedIn integration would make a huge difference

Alternatives Considered

HubSpot Marketing Hub, Zoho CRM, Mailchimp and Marketo Engage

Reasons for Switching to Agile CRM

Mainly price, the free trial, and the breadth of features

Pros

I like the ease of integration this product has and its functionality

Cons

Getting it set up, I feel it would benefit to have a way of installing key features for a number of real life business models for example - a walk through of installing key modules that would aid someone that was using it for example a "Real Estate", "Insurance" or "Car Salesman" business, so the user could follow a custom integration following a set of parameters that best meet the style of business that they are using it for.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Agile CRM

the non intrusive way they kept in touch, the other used very hard sales techniques, which I don't like.

Pros

Agile is so clean. The UI is easy to use right out of the box.
Great for small to medium customer bases that use social media.
Quick and easy to set up.
Support is FANTASTIC!
Great automated features.
All the great things you would expect from a cloud based CRM: Customer + Deal tracking, notes and communication history, marketing analytics, scheduling, etc.

Cons

It's hard to call all of these "cons", but let's say "growing pains". Agile is still a young software.

We had some problems setting up links between our WordPress site. They were quickly resolved to 100% satisfaction, but they had my boss pulling his hair out for a few days.

We have run into a few other issues that I would call "buggy". Some graphical, some needing to refresh a page, but nothing has halted production. All have resolved themselves.

Pros

This software lives up to everything we expect in a CRM and Automation software which we have outlined here: http://www.lmnt.com.au/business-advice/compare-marketing-automation-software - there are only a handful of softwares that can do EVERYTHING and this is one of them. If you are looking for a small business software to run your company for you then THIS IS IT. I am a business coach and I can tell you that if you want to take your business to the next level using technology then this is a great place to start. Good luck.

Cons

They are a young company with lots of room to grow AND THEY ARE IMPROVING everyday so whatever they don't have now they will surely have by tomorrow!! It is like every time we say "I wish agile had that" a month later they have it. This is an action packed software with lots of flexibility with other apps too so if it can't do something you can connect it with another APP very quickly.

Pros

The interface is very user friendly, you can start using it confidently in a few hours, a lot of integrations which makes it very flexible, nice API for customized solutions if you have a programmers team in your company. Excellent e-mail automation with ability to segment users based on their behavior (open rate, link clicks, website actions), very precise segmentation with the use of unlimited tags, options for push notifications and web events as triggers, very easy to use e-mail templates and also highly customizable with support of custom code and custom fields. Really useful history of every user's interactions and contacts in a nice timeline format. A lot of filtering options, which when combined with the export in csv feature are extremely useful.

Cons

for the time being there is nothing serious, which can affect my usage of the platform, only minor issues which are easy to overcome.

Pros

A very powerful CRM with marketing automation mechanisms inside. 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.

Pros

We can easily track our project related stuff and tasks in Agile. We can micro manage tasks using Agile . The main goal of Agile CRM is improve business relationship . The name itself indicates Customer Relationship Management.Also it is a cloud based tool where we dont need to maintain any servers from our side.

Cons

Customer care service should be increased a lot at least for the paid customers.Down time of the tool must be decreased i.e scheduled downtime.

Pros

The automation/workflow builder seemed to work

Cons

I was drawn to AgileCRM while searching for a cloud-hosted CRM that could help me build a basic drip email automation sequence.

What I found was that AgileCRM is a buggy CRM that is not suitable for business users.

Countless have pointed this out, but let me add my voice: unbranded emails are not standard and require paying an extra fee. This means that unless you pay extra (yes, to the paid plan), every email you sent through the CRM will have "Send with Agile", or something similar, in the footer. This reeks of extortion and this hidden cost instantly turned me off continuing with my evaluation.

In addition, the India-based support team is incompetent. Everything is "no problem, I understand your concern" and nothing actually gets resolved. I wasn't able to add several professional SMTP servers and the team didn't even seem capable of understanding why that was happening (hint: your SMTP editor should accept usernames even when they are not formatted as email addresses).

My advice to any business user: stay well clear.

Pros

Many people want to work in one place. The significant advantage of the CRM software is that it
gives you to optimize almost everything. Every task is based on sales and marketing.
Generating and regenerating reports and records are things that you need to show to
companies. The pross include cleanliness.
The UI in the process is easy - to - use task. It is even suitable for small and medium scale bases
for customers through the use of social media. There are no complexities. It is effortless to set
up, and it is quick.

Cons

The customer support area should be improved more. For the first time, users may take a bit longer time to learn the Agile CRM but they have very good learning materials. I have faced some UI/UX issues with the calendar, I think they will work on that and it will be improved in upcoming versions.

Pros

Wonderful Customer Service. All I need to do is write an email outlining my query, and not only does the phone ring very shortly afterward, my query is answered in depth and with a great deal of professionalism. If we have uncovered a bug or make a suggestion as to how things could be improved they are noted and often implemented. The marketing campaign sending is simple, although you do have to remember to press several save buttons before you can be sure all your work hasn't been lost!

Cons

As the team is so reactive, sometimes things change a bit too readily and we sometimes loose things that we liked. But not a big deal.

Pros

There are a ton of different tools that they offer, but I say that with a caveat. All these tools are garbage compared to competitor software.

Their support leader is actually nice to talk to. I'm sure his software team makes his job a lot more difficult.

Cons

Where to begin...The landing page tool goes down every week. We've lost thousands of dollars in advertising because of this. Their team offers no resolution and refuses to offer a refund, they simply say "sorry for the inconvenience and we're working on fixing the issue". They'll offer you hours of "credit" which will be exactly the amount of hours that your pages were down. Supposedly their servers don't have enough memory for their users, which is a HUGE red flag for a software company.

If you call their support number, the girl always says "our support team is busy right now but someone will call you within the next 20-30 minutes". I've been told that at least 15 times now. And without fail, every time, I have not received a call back within 5 hours. Normally they call back the next day.

You can try to schedule a support appointment with their team, but normally they don't have same-day appointments. When their software is down or broken (which happens often), that means you are without a solution until the next day at the earliest.

Countless features of the software have bugs and it seems like I'm submitting these issues on a weekly basis. The problems never stop.

Pros

It's extremely easy to do almost everything in AgileCRM. For example:
1 uploading list of contacts. Super easy.
2. It's a pleasure to use it. The timeline shows every interaction with every contact in a very user-friendly and aesthetic way.
3. Setting up groups of contacts using tags and then filtering so you can focus and specific groups is soooo easy and helpful.
4. It's really fast for a cloud service as well.

Cons

Very few to be honest, and they can be worked on:
1. Customer service. You can get bounced around until the right person helps you. But when they do, they work very hard to take care of whatever issue you need help with.
2. It would be great if their scheduling features included integration with gotomeeting.

Pros

when i first signed up for agile it was quite good. it had a few bugs that i overlooked and decided not to use like webhooks and scheduling.

Cons

I used only the campaigns and tags. Over the last year the campaigns stopped sending emails and the last 6 months they stopped sending altogether. I was told this would be fixed time and time again for over 6 months and it got to the point where the guy on the chat told me to make an appointment call. I never received that call or any of the othersi tried to book in. They never sent me correspondence as they promised and if you try to call their customer care number it is cancelled.
They did finally get my emails working and all of the email that had been in a cue for the past year got email that had thousands of dollars worth of updates that they werent entitled to in them.
Then when i wanted to cancel they wouldn't call me to cancel (they require a phone call to cancel) and charged me ANOTHER month.

you also cannot download your campaigns and have to apistakingly go through and either have a replacement app ready or post everything into a word document so you dont lose your data.