Agile CRM Reviews

Agile CRM is a Great First Step into the CRM World

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.

All I need to work in one place

Comments: The biggest benefit that this software has given me has been to optimize everything that has to do with the world of sales and marketing, generating the reports I need to demonstrate in the company how useful our strategies are, what aspects to improve, and generate our own leads, all in a very organized way and as its name says "agile".

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.

AgileCRM automates digital marketing for us

Comments: Agile CRM is the most important program within our company. We use it for the purpose of preserving our customer and prospect databases, managing email rounds, tracking contracts, reporting and a bit of marketing automation. We will often bring people in for a short period of time to use the system, especially if they are in a project management position. The mobile app, which has just been released, is excellent and offers almost all the fundamental features of the web version.

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.

A jumbled mess of features that don't work.

Comments: I wasn't able to solve any business problems with Agile, as every feature I tried to use was broken or flawed in some way. From importing contacts from a CSV, to Facebook, to any other feature like newsletters and html templates.

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.

Enhances business potential

Comments: Seamlessly generates insightful reports and enables users, the experience has been flawless

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

A good mid level crm but not top shelf

Comments: Overall it’s a good tool but not our preference. We would use a competitor if we wanted the full crm experience.

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.

Agile - More than just CRM

Comments: With an enormous set of automated tools and processes, using Agile has become absolutely essential to our operation. Potential sales are monitored along with KPIs and success rates. Another aspect I personally appreciate is that dashboards are modular/extendible, allowing me a complete overview of everything that matters to my work at a glance.

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.

Fantastic CRM system

Comments: I had integrated the agile CRM with facebook and since we had ads running to capture leads, it was spectacular, because the automation was ready, there was a lot of engagement with customers and they felt special.

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.

90% Off Sales.Force

Comments: I needed a CRM that I can use to track my leads and sales pipelines for a variety of things I do. Agile CRM honestly does well, except its ui/ux is not very friendly, and I get lost quite often, and there's lots of tabs and clicking to get to where I want to be. It is a very complex solution for complex company. Unfortunately, I just want things simple for my simple brain. I opted for a simpler CRM solution with more exciting Ui & Ux but less functionality.

Pros:

Agile CRM has built something similar to sales force. A Super Comprehensive CRM. It does a lot and can easily integrate with email, calls, automations and marketing platforms.

Cons:

Agile CRM has built something similar to sales force, even to the teeth with its ui and ux experience - which is terrible. Otherwise it is a very solid CRM, and the pricing is very reasonable.

stop overpaying for other CRM systems

Comments: We use Agile CRM to manage leads that come in from our website or other sources, and manage the deals/prospects further down the funnel.

Pros:

Agile is an extremely cost effective CRM system that provides us with practically everything we need, at a fraction of the cost compared to some other big brand name CRM providers. The interface is intuitive, overall an easy product to use.

Cons:

So far we have no major issues with Agile. We moved off HubSpot to Agile, so we had to find a new platform to host our website on since Agile doesn't do that, but finding a new host plus Agile is still significantly more cost effective than just using HubSpot.

Agile is a Fantastic Solution in a Crowded Market

Comments: I feel like I am becoming a CRM expert. I have used and suggested many CRMs over the years, and I feel like I have seen it all. When I look for a CRM in 2018, I ask myself 3 questions. Question 1: Who is going to use these features? If my team lacks tech savviness, if they are going to be picky about the UI, or if they are used to a different platform, you could run into problems. At the end of the day, a CRM should be invisible, and it should be as natural as using your body. If you team struggles to use their tools, you will run into problems. There's no point in blaming your team if the tool is hard to learn. The job needs to be done either way. (Keeping a mobile option in mind is a good idea as well. Don't underestimate the value of client's won at a bar.) Question 2: How quickly will the system be up to 100% functionality? Every day that you team has to track client data on Post-Its is a day that you're throwing information in the trash (and hanging your Marketing + Support out to dry). Expect a month to get set up, but anything over 3 months is too long. Even if you're an enterprise, you can't afford to fly blind for that long. Also, integrations, integrations, integrations... If the sales rep can't demo a tool you use daily running on their CRM, demand a "no commitment demo" period. Most companies will try to lock you into a one year commitment, but it is perfectly reasonable to know everything works together in harmony. Question 3: Is this the right price for me? The thing about CRMs is that there are hundreds of them. It's impossible to say which one is right for you because in reality, there are probably a dozen you will love. If you feel that you are down to 2 or 3 CRMs that seem identical, they probably are... Go for the one that is priced right and ready to scale WITH YOU. Agile is great on all these fronts. Easy to use. Beautiful UI. Easy to set up. Very affordable option. Love 'em. You won't be disappointed.

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.

Shoddy CRM backed by terrible support

Comments: Overall a very bad experience. I can't find an option in the UI to cancel the subscription — there's a pause option but not a cancellation one. The support is unprofessional and rude.

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.

Really fed up with Agile

Comments: God. Awful. Avoid this like the plague. I'm only still using it because we're contractually bound at this point.

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.

Do not use Agile if you want a service that you can trust

Comments: My overall experience with them was awful. They refused to give me any compensation for all the months of their product not working. trying to extract my data was a living nightmare and they wont give refunds even when their product fails.

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.

Terrible company behind solid tool

Comments: Terrible company behind solid tool. This is how I would summarize this We had been using Agile for years and in the end the main reason we cancelled was because of the customer service and company policies. There was a misunderstanding earlier in the year, where our bank suspended our credit card due to suspected fraud at the exact time that COVID started, which delayed our receipt of the new card by 2 months. The first strike against AgileCRM is that after however many years of being customers, they were not willing to grant us an extension and keep the account running while we waited on this new credit card, essentially shutting down our entire PR operation. The second strike came when our account was re-activated and AgileCRM charged us for the months that our account was locked and shutdown. We were absolutely appalled, that after explaining this to their customer support they were unwilling to either refund us for those months or at least credit our account with them. This painted a very clear picture of a short term thinking company that values a quick buck over customer service or loyalty. I'd never do business with this company for any of their projects ever again

Pros:

The tool itself offers some great automation features

Cons:

The tool is convoluted, a bit hard to grasp for non technical people and the customer support is some of the worst I've ever encountered

Nice most-in-one CRM/Marketing engine for small biz

Comments: I need a place to store all of my interactions with contacts of all types. I need to be able to review a contact and know what stage we are in, last touch, next step, and simply who said what. Agile supplies all that. I want to improve my marketing outreach and I believe Agile will help me organize and systematize those efforts.

Pros:

Agile CRM is purpose built (according to the makers) for keeping up with a growing start-up or small business. It handles the usual contacts, appointments, lead tracking and so on, but has a strong email and social marketing component. You can optionally tie in your email and telephony to Agile CRM to keep track of lead and customer interactions (though I have not implemented either at this time.) They are fairly generous with the free level, there are enough core features enabled to allow a fair trial and limits on number of contacts, emails, even API calls are sufficient for a small business. Their free tier is actually not a trial, you can stay on free as long as it meets your needs. One more thing, Agile has quite a few integrations available, among them Stripe, PayPal, FreshBooks, QuickBooks, and Xero. They have a functional API so if you are so inclined you can integrate Agile with almost anything, whether there is a widget for it or not.

Cons:

There are a lot of moving parts, which is not necessarily a bad thing if they all help push your goals ahead. But it is more complex than many small business web applications, because it tries to do more. So it takes more of a time investment to begin to benefit from Agile. I am phasing into each component and I haven't reached some yet. I have wished for a few more customization options, in display attributes - layout, colors, and also data - what fields are displayed in lists, what sort criteria,

Used to be Good - Now nothing more than a scam

Comments: Used to use heavily (20,000+ contacts) but it'd become such a broken product I wouldn't recommend it to even the smallest of users. It has no reliability at this point.

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.

Great Software for Small Business and growing ones if you Compare Marketing Automation Software

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.

It shortened our response time

Pros:

The Automatic Call Distribution helped us make our response time as short as 5 minutes which made our customers happy and reduced the chrun.

Cons:

It didn't came with Call Tracking, Call List Management and Batch Processing.

Easy to use CRM for mid -range businesses

Comments: To run our e-commerce business, we had to choose between a best of breed CRM (sales centrics) and one covering every touchpoint of the customer journey. After considering and testing solutions like Salesforce, Prosperworks, we finally decided to go for Agile CRM, more likely to fit with our needs regarding the size of our business and the ability to configure by ourselves.
After several month of use, we integrated Agile with our CMS (WordPress-Woocommerce), Twilio (telephony and SMS services) and Clickdesk (Video and Live Chat). We've contacted the support team twice, each time issues were efficiently solved. Templates for Marketing Campaigns are usefull and watching video tutorials is enough to set up and personnalize the solution by yourself. By the way, there is a lack of integration between our products database (in the CMS) and Agile CRM : importing contacts and deals is easy, but surprisingly we are unable to import products. Products have to be filled manually : it's time consuming. Beside products management, we strongly recommend Agile CRM for its easy-to-use features.

Pros:

- Many plugins available - Suport team easy to reach and comprehensive - Managing Marketing Campaigns with many templates and triggers - Sales funnel is natively designed using deals in Agile : allows you to track and forecast sales in a few clicks

Cons:

- Product Management to quote, complete deals or design reports must be improved

A very user friendly CRM

Comments: A good Sales CRM fro small & Medium scale businesses. It has a good interface and very simple to learn. Need improvement in Automation features and customer support.

Pros:

- I have been using Agile CRM in my present company. It didn't take me long to understand the functionality of Agile CRM because of the user-friendly functions and a very simplified interface. - It gives an option to add different tabs to the dashboard, which make it easier to understand the progress happing in the team. - Can set the daily task on prior or schedule it accordingly and it will be visible at the dashboard. I never have to worry in case I miss out any task assigned to me. - Creating leads is much easier in Agile CRM as it is integrated with other social application make it much easier to fetch the person details available on those sites. - The reports and analytics are very intuitive and give better visibility.

Cons:

Can improve on the customer support part.

agile crm product - An all in one CRM for all your business needs

Comments: Exceptional!!

Pros:

Agile CRM is an all in one CRM for all our needs. We are into accounting industry and use this tool to manage our contacts and send then Newsletters whenever required. It has the Helpdesk section which will help you answer your customer queries from within the Helpdesk section. You can create a Landing page and Knowledgebase in your Agile account and publish the same using your DNS server to make this accessible to your customers across the globe. They have a very good Support team and their Onboarding sessions help you explore the features of the tool.

Cons:

There are no such things that can't be liked in this tool. Everything is useful.

Outclassed by the next generation of CRM tools, too expensive for what it does deliver

Comments: I actively found ways to circumvent using Agile CRM for anything other than providing reports up to head office: our day to day CRM management we chose in the UK to outsource to another platform, accepting the hit of double data entry to gain the effectiveness of that tool (Outreach)... which was a similar price point.

Pros:

Agile CRM is a lightweight tool that therefore is quite accessible. We used it at Agillic as our central sales CRM tool. Customer support is very helpful

Cons:

Where do I start? Maybe it's the way we had it set up, but this was the most cumbersome tool for tracking sales opportunities that I've ever used. I found it exceptionally difficult to get the level of insight into sales management that I needed for my team; the mobile tool was largely useless (I used the website on my phone instead); it never really connected to advising sales teams what action they should do next.

This CRM is exceptional and designed with user-friendliness in mind.

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.

Great CRM with abundant features and good set of integrations

Pros:

Used it majorly for Sales Activities. Great Automation options to follow-up with prospects, user friendly UI. Managing Contacts and Deals is quite easy. Emails reports, along with other reports, is wonderful. The Free version is definitely useful for someone who is just starting-up with enough features to get going. Form Creation is easy as well which can be effortlessly integrated with your website.

Cons:

Their support team is slow in understanding issues. There is a clear disconnect between the Deals and the Contacts. Updating a Deal doesn't affect the related contact unless there is an automation in place for the same. The emails sent from AgileCRM, at times, seem to be flagged as spam.