Agile CRM

Pros

Agile CRM has some very remarkable Marketing Automation abilities that we are exploiting for now. It is possible to set up fundraising strategies, automated responses, and with Workato, it is possible to do even more. Agile CRM helps us get an accurate idea of where we are with respect to any possible deal. It monitors the replicas we enter freehand along with exhibits email correspondence and associated people, and handles things with the simple drive of a mouse. It is such an important portion of our company that you may not imagine an existence without it. If we didn't have it, it would mean missing important calls, not having up-to-date contact with many customers, suppliers and prospects, and losing track of them.

Cons

At the negotiation table, I would like Agile to report the number of days the agreement has lasted in that position. This information can be found in different places, but owning it on the Kanban board would be wonderful. I would like Agile CRM to also exhibit a figure of how existing marketing campaigns and automations relate to each other, in order to avoid nasty or repeated emails and other actions. It would be significantly more optimal if it were possible to access more information on the screen so you wouldn't have to dig so far outside the program and make decisions before executing your projects.

Pros

Great features for the price. Nice User Interface. Intuitive.

Cons

Email marketing bounces back and other email challenges never really got resolved.

Alternatives Considered

Reasons for Choosing Agile CRM

Switched From

Reasons for Switching to Agile CRM

Pros

It’s easy to navigate and use but not as easy and functional as other crms on the market

Cons

It feels disjointed. Other crms feel all inclusive and easier to use.

Alternatives Considered

Reasons for Choosing Agile CRM

Switched From

Reasons for Switching to Agile CRM

Pros

It is all in one. Integrated sales, and services functions

Cons

Some limitations in customization. Its take some time to figure out it.

Pros

The best thing about Agile CRM is the combination of CRM and marketing features, along with its very competitive pricing. I have tested many CRM softwares, and Agile CRM is by far the best for me.

Cons

The company behind Agile CRM launched 500apps, which includes crm.io; however, crm.io is not as yet as good and easy to use as Agile CRM. Agile CRM is not any more updated.

Alternatives Considered

Reasons for Choosing Agile CRM

Switched From

Reasons for Switching to Agile CRM

Pros

Agile CRM has been a reliable solution for customer relationship management.
I like the effectiveness of Agile CRM.

Cons

Agile CRM is flawless.
No issues when using Agile CRM.

Pros

It is a very good software for managing projects and tasks and even these clients. It is very great

Cons

The major problem I encountered is that to benefit from all the features, you have to subscribe to a more expensive plan

Pros

From the mobile application we can manage our email or website marketing without resorting to complex systems, I like the simple application and the ability to manage customer data without errors.

Cons

I have no negative comments about its mobile application, I have used its functions and I like everything, it is very simple.

Pros

AgileCRM is both affordable and its features and services work perfectly for sales teams to enhance productivity and ROI

Cons

AgileCRM meets all expectations and there is nothing to dislike about it

Pros

its really straight forward and very user friendly and allows me to keep on top of all my campaigns

Cons

none this is an excellent product that i would definitely recommend

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

Reasons for Switching to Agile CRM

Pros

I am highly impressed with Agile CRM as a comprehensive customer relationship management solution. It offers an intuitive interface, robust customization, advanced reporting, seamless integrations, powerful automation, mobile accessibility, and secure cloud storage. It empowers businesses to scale rapidly while delivering personalized customer service.

Cons

I have found this tool to be an exceptional management tool, and I haven't faced any negative side effects. The overall experience has been completely trouble-free.

Pros

Agile CRM offers powerful automation features, such as lead scoring, email campaigns, and workflow automation. These features can help businesses save time and increase productivity.

Cons

Issues with email deliverability when using Agile CRM's email marketing features.

Pros

What I liked best about Agile CRM is that it is an all-in-one platform with a comprehensive set of features to help you manage your customer relationships, automate marketing tasks, and track sales activities.

Cons

The least I like about Agile CRM is that it can be difficult to use for new users and that the interface can be a little confusing.

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

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

Early on, it was a simple way to send out newsletters and webinar reminders.

Cons

At some point in mid-2021, the process for sending out email to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). When I contacted Customer Support, not only did they not actually have a good solution for how I was to use it going forward, but they said any fix would take at least 2 weeks to implement. That is unacceptable for an online marketing tool that a user has purchased in order to send out email.

The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find me answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.

Beyond the fact that it doesn't actually work anymore, the reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective. The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.

Pros

I used this platform for a solid year and put in hundreds if not thousands of contacts into this CRM. I liked how many categories there were to define a lead or a contact, the system that you set up to see how much potential revenue you had to win based on your leads was helpful, and the price is unbeatable. I mean truly, you can use this platform for free for up to 50,000 contacts. That's pretty amazing.

Cons

There's a reason why I call this particular platform a good "first step." Agile CRM says it offers marketing automation, gamification, and project management - but this is a far from complete product. In the free version you can only create so many marketing automation blocks before it makes you pay, but even if I did upgrade I'm not sure the platform could handle the sales process I wanted to have set up. Something else to mention about this platform is there customer service. I'm fairly certain the CEO is their only customer service rep. Every time I had a problem with the platform (roughly 1-2 times a month) it was the same man who picked up the phone - and when my problem was solved he made me delete the Tweet I sent out when I asked for help, and then made me publicly thank him. I found that very strange. Overall you should try this platform out if you're just starting out, but upgrade to something like Infusionsoft if you're really looking to up your game.

Pros

The automated features, when they did work, were nice.

Cons

Pretty much every feature had some sort of flaw. From doing absolutely nothing when I clicked on it, to having some requirement that I had to call customer service for to find out. Their customer support is also a joke. After choosing your selection on the phone it will ring and ring then send you to voicemail without notification of doing so. Once you receive a call back, IF you do, you speak with someone you can barely understand, who basically told me that there is nothing they can do for me, their "teams" are working on fixes for my miscellaneous problems, and suggested I try other integrations as a work around. They couldn't give me an expected time they issues will be resolved. Upon trying their work around it wasn't what I needed at all. I was basically told "too bad" and to just sit and wait for a fix. Also, when you try to cancel your subscription it tells you that someone will have to call you to do so, and it could be over 48 hours until they do.

Alternatives Considered

Reasons for Switching to Agile CRM

Pros

Good for marketing & sales.
Useful automatisation.

Cons

I would like to raise the question that the system requires you to buy unbranded emails. I have integration of Gmail & Mailgun for outbound emails. And recently by mistake, I have found that AgileCRM steals emails from billing (!!!). By mistake, it has been chosen incorrect email as a sender in the campaign (via Gmail api) and as i have limitations of 200 emails for this gmail account and also i know that via Gmail API impossible to send more than 100 emails, so AgileCRM should send them via Mailgun. However, I found out this emails also haven't been sent via Mailgun (nothing in the log). But AgileCRM considered that emails have been sent (21'000) and deducted money from billing (in other words if AgileCRM stealing your money). Support team know about this problem but they ignoring me. I am looking for other users which also lost money for a group court application against AgileCRM.

Pros

Agile is a diamond in the rough so to speak. It feels like the tech world is a giant popularity contest and the few formed a club and left some of the better players out. Agile may not be listed alongside the trendy inner circle but good for them they stand in a place of their own and the customer is made better for it. When I found Agile I was enticed by their Free plan- not trial but free plan with a good amount of flexibility for a startup to fully integrate the CRM for zero out of pocket. The product will scale with your growth and they have several paid levels so as you step up your monthly plan will step up with you and not kill your cash flow. I really appreciate the email automation and landing page builder inside the CRM. The landing page function is easy to use and makes quick customized landing pages. The other CRM systems are priced much higher and offer similar functionality to Agile and Agile is a fraction of the cost. Now, as with any CRM the learning curve may be high and indeed this was the case for my use of Agile.

Cons

Agile is not an easy product to just pick up and go. It will require some basic knowledge and a willingness to learn the program. The great news is that Agile offers webinar trainings and onboarding at no extra cost as well as they host a huge assortment of training modules and videos.

Pros

Agile CRM at one point was a great reasonably-priced solution for start-ups looking for basic contact management with some campaign management features, etc. Sadly, the Pros are long-gone and Agile CRM is nothing more than a scam today with most of the add-on features, as well as basic things like email, hardly ever working.

Cons

Campaign sending has been flaky for at least 8 months with emails consistently not being sent, no logs tracking info, and a customer service team that always responds "their back-end team will be taking a look at it". As these issues go on for weeks they still bill out the $79 / month enterprise fee per user plus add-on email costs without rectifying the issue. It's gotten so bad that at times users can't even reset their own password because AgileCRM's PW emails won't even send. They blame this on an internal API Key issue - again been weeks on something as simple as resetting your password. This is a total waste of a product at this point.

Pros

I like that there are multiple features and uses for this software ranging from email marketing to contact management that can all be accessed in one place. The free plan includes some valuable uses as well.

Cons

The process for organizing and managing follow up calls and sales funnel movement involves too many steps, which reduces the simplicity factor considerably. This has caused me to have to use other functions that weren't intended for the use I ultimately use them for, which can be frustrating. Customer support is outsourced and scheduled in 30 minute blocks of time and once that time is up, you are cut off regardless of resolving your issue and are then directed to scheduling another block of time at a later date.

Pros

I wonder if there is any other CRM with so much of features. Agile has taken care
not to wait until customers suggest including new features. I believe Agile has designed
this CRM with the customer’s customer in mind. That seems to be the marketing
strategy of Agile in selling their CRM. They rather should have introduced this as a total
marketing management software than a CRM, as a CRM is only one part of marketing
whereas Agile is loaded with almost all features of an ERP.
Visible feature are a rich UI, Dashboard, ability to integrate with a host of third party
apps, etc. but the invisible is endless, yet user friendly. Thanks to agile, goodbye to
many separate hard & soft ware. You have most of it in one clever soft.

Cons

agile CRM giving all this in one package is that have to complained about.

Pros

There are a lot of pros regarding Agile CRM. To name a few: easy to setup and use, great features for all departments (marketing, sales, accounting etc) and very agile (can adapt to your specific business needs extremely well). Although all the expected functionality is in Agile, there are a lot of integrations for specialized tasks which is very important for being able to have visually "one system". Being able to have the free plan for more than a month was very important as it requires a lot of time to check and select a CRM. Also the free plan provides all the functionality you need to test and learn the CRM. Great support and the price is really good! It saved me a lot of time, money and because of it, I provide more professional services and I'm able to scale much more quickly and have control over by business.

Cons

The support they provide could be improved. Representatives with higher expertise in Agile would be good as well as offering support during weekends.

Pros

The application is easy to use and provides a range of great content management services and features .

Cons

I didn't find any cons in that it's a good application

Pros

Potentially robust functionality of campaigns, mail, newsletters, etc.

Cons

Very limited functionality if contacts need to share an email address. Poor, borderline arrogant support.

Pros

Its best advantage is that it is free of charge and even the paid price for 50,000 contacts and more is very low at around $9 per user. It is also a very powerful CRM that generates specific reports.

Cons

At times I have experienced some deficiency in Customer Service. It also lacks some functions such as project management, something that certain competencies do have.

Pros

A powerful and all-encompassing CRM tool, Agile CRM assists businesses of all sizes in streamlining their operations and augmenting customer satisfaction. With a broad array of features and functionalities, it simplifies contact management, lead tracking, marketing automation, and customer data analysis. Furthermore, it's user-friendly and offers excellent customer service

Cons

Agile CRM currently offers support for six languages, but expanding the tool to include more languages would be a valuable addition

Alternatives Considered

Reasons for Choosing Agile CRM

Switched From

Reasons for Switching to Agile CRM

Pros

Agile CRM stands out as a remarkable CRM platform that empowers businesses to efficiently handle customer relationships and sales. This platform provides an extensive array of functionalities, such as automated email campaigns and customizable dashboards, that simplify the retrieval and interaction with customer data. Agile CRM's user-friendly and intuitive nature renders it a perfect selection for businesses regardless of their scale. By leveraging its comprehensive toolkit, businesses can optimize their customer relationship management procedures and boost productivity levels.

Cons

This application is exceptional; I have no objections. The user interface is easy to use, and the customer support is outstanding.

Pros

Agile CRM stands out as an affordable and user-friendly customer relationship management (CRM) solution that offers a wide range of powerful features for effectively managing customer relationships. The process of setting up an account is simple and hassle-free, and the level of customer support provided is exceptional. Based on my personal experience, this CRM has surpassed my expectations and delivered a consistently positive and satisfactory experience.

Cons

Up to this point, the platform has been exceptional, and I haven't come across any problems

Pros

Agile CRM caught my attention because it is a complete CRM platform that offers a wide range of features and tools. From contact management to sales automation, marketing automation, and customer service, Agile CRM covers all the bases. The user interface is straightforward and easy to use, making it a breeze to navigate through the platform. But what really impressed me was the level of customization it provides. I can easily customize the CRM to suit my specific needs and workflows, ensuring that I have the most effective tools at my disposal. Whether I need to manage my contacts, automate my sales processes, or engage with customers through marketing campaigns, Agile CRM has got me covered. It has truly transformed the way I manage my customer relationships and has become an indispensable tool for my business.

Cons

AgileCRM stands out as the top choice for user-friendly software. Without any hesitation, I can assert that it is exceptional, and I have no grievances whatsoever.

Pros

I highly recommend Agile CRM to any business seeking to improve their customer relationship management. The platform's user-friendly interface and intuitive navigation have made it effortless for me to stay organized and on top of my customer interactions. Moreover, the extensive range of features available is unmatched, and the ability to automate repetitive tasks has been a real game-changer. Overall, my experience with Agile CRM has helped me feel more in control and organized in managing my customer interactions, and I would strongly recommend it.

Cons

The addition of WooCommerce integrations like PrestaShop and Square Space would be highly desirable. With more options available, users would have greater flexibility in configuring their online stores.

Pros

Our organization relies heavily on Agile CRM for daily operations, as it's utilized across all departments to handle various tasks, both large and small. The automation features have significantly reduced our workload, and the reports and dashboards are consistently beneficial. We particularly appreciate the contact management and lead-to-opportunity tracking functions.

Cons

At present, we are limited to 25 custom fields for contacts, companies, and deals. We believe that having additional custom fields would enable us to include more specific information, which would be highly beneficial.

Pros

all the automation features capturing leads from website.

Cons

It was bit difficult to use and to deploy.

Pros

It was easy to set up and I was able to customize it to my needs. It had a wide range of features, from lead management to customer service. I also liked how it had a built-in marketing automation feature, which made it easy to follow up with leads and customers. The customer service team was also very helpful when I had questions.

Cons

I haven't had any negative experiences with Agile CRM

Pros

Agile CRM is an ideal CRM for small business owners and professionals looking for an easy-to-use tool to help manage their customer relationships. Its user-friendly design and array of features, such as email marketing, sales automation, customer service, and a mobile app, make it an ideal choice for streamlining workflow and maximizing customer interactions. Additionally, its reporting feature allows me to track customer relationships and sales performances, which is invaluable to any business.

Cons

One of the main drawbacks of Agile CRM is its limited customization options. The software is designed to be used in a specific way, and customizing it to fit your business requirements can be a challenge.

Pros

Agile CRM appealed to me because it is an all-in-one customer relationship management (CRM) platform that includes a wide range of features and tools for more effective customer relationship management. It includes contact management, sales automation, marketing automation, customer service, social media management, and other features. It also has an easy-to-use and understand interface. Furthermore, it provides excellent customization options, allowing users to tailor their CRM to their specific needs.

Cons

The lack of customization options is the least liked aspect of Agile CRM. While it is simple to use, customizing the look and feel of the interface is not always simple. Furthermore, some users have reported that customer service is slow or unhelpful.

Pros

Agile CRM is a tool I use to arrange, automate, monitor and control customer interactions. Specifically, it helps me strengthen customer relationships and engagement.

Cons

Agile CRM is a useful tool, however it has some limitations:- Weak integration and customization abilities.- Insufficient client service- Expensive

Pros

Powerful Web Analytics helps to monitor a customer’s online behavior and tracking when a customer opens the company’s web portal.Custom fields tags etc

Cons

Campaign nodes feature.Marketing templates they can provide better

Pros

Not much. There was something always wrong everytime I tried to use it over the course of 2 years.

Cons

Technical support. They are horrible. Don't return calls and you can't talk to anybody who is technical. They always just call you back over and over again while they go ask someone else.

Pros

Agile CRM was one of the most important tools for managing my business, excellent for capturing leads, automating and controlling all activities. What I loved most was email automation.

Cons

Recently they launched another tool and they stopped paying so much attention to this tool, also over the years I tirelessly requested the addition of more currencies which was not done.

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

The flexibility in this software is amazing

Cons

It's so easy to use the multi-language is a beneficial option.

Pros

Having all our tools unified in one system, all our databases automatically completed and maintained, all interactions logged, and all processes tracked - has made Agile CRM the foundation of every department in our establishment. Given the price point over functionality and support, there is simply no alternative to Agile.

Cons

Although it would be difficult to find fault with Agile on the surface, Agile CRM lacks integration with a few niche APIs we happen to use.

Alternatives Considered

Reasons for Switching to Agile CRM

Pros

AgileCRM offer the Score Lead and Star-Rank for People and Company, help you to priority your time to spend on account and feedback to marketing team on their campaign lead. Deal board offer 3 view as complex/tight/wide depend on what you want to see the distances of each stage. Product is offered, include discount too, save your time. People in Company show as table you could choose column and see information you want with scroll to right

Cons

Default size of column, if you choose much column system narrow size default column as Name it make user hard to recognize account with just few word. Report for only for enterprises plan if below you only offered Weekly Report. Deal Widget shown only line chart, piece chart for forecast revenue/ quantity of deals, cant click to see details

Alternatives Considered

Reasons for Switching to Agile CRM

Pros

I started working with this platform a little less than a year ago. My job consisted (and still is) in generating leads for the company and developing marketing and sales campaigns from scratch.
Agile CRM has been fundamental, since it integrates perfectly with everything I need. I have my contacts in one place, which I can follow very easily. Its greatest strength is the ease of use and integration with multiple tools. Something as simple as managing notifications and alerts make the most of my time and organize my agenda in a practical way.
I can generate reports where the effectiveness of the different strategies is established. For example, the result of phone calls, mail campaigns, newsletters, and more.
I was able to import all the contacts in a very simple way and clean my list in a short time.
Another great thing: the mobile app and the possibility of integrating with other programs. Today I have it integrated with Bria and Skype, also linkedin and facebook. Everything in one place, is the most practical CRM platform that someone like me (who has just started and was analyzing options) has found, and I´m very satisfied with this software.

Cons

I think it would be convenient that in the future they made some training videos to explain how to correctly configure the automation tools, since I think it has been the most difficult to understand.

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.

Pros

- Super affordable for the amount of tools, features and applications it includes. Starting at $10/user/month for it's starter version.
- Great user interface
- Easy to setup and use
- Lots of native integrations with lots of web-based (Saas) apps such as Gmail, Quickbooks, Twilio and many many others.
- Integration with Zapier, which basically let's you now integrate AgileCRM with 700+ other web apps, so this feature was a KEY for me.
- All your emails automatically load from your Gmail inside AgileCRM, no need to BCC some email address.
- Lots of sales, marketing, support, landing page, and amazing features added on at no additional cost.
- Now you can purchase add-ons such as user permissions, triggers, additional automation campaigns and others without having to upgrade all your users to the next subscription level (this is something I requested, and their team listened and did implement this).
-Their tech support is great, they care, they listen, and they modify/improve their system based on your feedback
- Their team update the app every few days

Cons

- Their standard subscription is $30/user/month if pre-paid for 2 years, otherwise $50/month, without too many added benefits for this level
- Their starter subscription limits your marketing campaigns (automation) to only 5 campaigns, with 10 nodes (steps) on each. The standard gives you 10 campaigns, with 25 nodes each (much better).
- Some updates happen without prior notifications to the user, and sometimes changes the User interface too drastically for some features.
- Their E-mail templates are limited, but you can still bring in your HTML templates or use their WYSIWYG editor.

Pros

Agile has a very expansive set of features that I could not find on other similarly priced products. It is reasonably priced for solopreneurs and offers a grown-up set of features for even small companies. The system is very configurable and offers user-defined fields for contact, company, and deal records - most other CRM solutions don't.

Cons

It looks like it needs a facelift - the UI could be improved as it doesn't look like there has been an update in many years. I would like to see a view that combines the information from contact, company, and deal records on one screen.

Alternatives Considered

Reasons for Choosing Agile CRM

Switched From