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.

A Comprehensive Review of Agile CRM

Comments: Agile CRM is a great CRM tool for businesses of all sizes. The features and functionalities are comprehensive and easy to use. The customer service is excellent, and the pricing structure is competitive. However, some users may find the user interface a bit clunky and the mobile app a bit limited.

Pros:

Agile CRM is a powerful and comprehensive customer relationship management (CRM) tool that helps businesses of all sizes streamline their operations and boost customer satisfaction. It offers a wide range of features and functionalities that make it easy to manage contacts, track leads, automate marketing activities, and analyze customer data. It's easy to use and has excellent customer service.

Cons:

Although Agile CRM has a lot of great features, some users may find the user interface to be a bit clunky and the pricing structure a bit confusing. Additionally, the mobile app is a bit limited and can be slow to respond.

Trash

Comments: Frustrating. Waste of Money.

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.

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.

Streamlining Your Sales and Marketing Efforts with Agile CRM

Comments: Agile CRM is a well-regarded software that offers a comprehensive suite of features for managing sales, marketing, and customer support. I appreciate the software's ease of use, affordability, and robust integrations with third-party tools. While some users have reported cons such as limited customization options and occasional glitches, overall, Agile CRM appears to be a solid choice for businesses of all sizes looking to streamline their operations and improve their customer relationships

Pros:

All-in-one platform: Agile CRM offers a comprehensive suite of features, including sales automation, marketing automation, and customer support. I appreciate having all these tools in one platform, as it streamlines my workflow and eliminates the need to use multiple tools.Customizable dashboards: Agile CRM allows users to customize their dashboards according to their needs, which makes it easy to view and manage important metrics and data.Affordable pricing: Agile CRM offers a range of pricing plans, including a free plan, which makes it accessible to businesses of all sizes and budgets.Robust integrations: Agile CRM integrates with a wide range of third-party tools and apps, such as Gmail, Outlook, and Zapier, which makes it easy to connect with the tools you already use

Cons:

Limited customization options: While Agile CRM offers some customization options, I have found that they would like to see more flexibility in terms of customization.Occasional glitches and bugs: Like any software, Agile CRM may occasionally experience glitches or bugs that can be frustrating for users.Limited mobile app functionality: Agile CRM's mobile app has limited functionality compared to the desktop version, which can be a disadvantage for users who need to work on-the-go.

Easy to use and integrate

Comments: I have found it to be a great tool for managing customer relationships, automating marketing tasks and tracking leads. It is easy to use and has a lot of features that make it a great choice for small businesses.

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.

Easy to use

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

Easy to use CRM

Comments: I have found Agile CRM to be user-friendly and cost-effective, with plenty of features for managing customer relationships. Setting up the account was straightforward and I have been pleased with the quality of customer support. All in all, my experience with this CRM has been entirely positive.

Pros:

Agile CRM is an outstanding software for marketers who desire to use marketing automation for their business. Agile provides an ideal system that allows you to monitor user activities and initiate automation easily. Once you are familiar with it, you will find the product highly user-friendly. Furthermore, Agile offers clear details such as web history, location, and IP, which enable you to segment and observe user behavior in an advanced manner.

Cons:

The lack of customization options can be a bit of a downside with Agile CRM, as it does not offer a great deal of flexibility when it comes to customizing the platform.

Agile CRM Review

Pros:

I liked the ability to easily plan and manage projects with Agile CRM's built-in project management tools. The platform's user-friendly design allowed me to quickly create tasks and assign them to the appropriate team members. It also allowed me to easily track progress and quickly identify any potential issues. The automatic notifications and emails I could set up to stay up to date with project changes were also really helpful.

Cons:

There is nothing to dislike about Agile CRM. I very liked

Great Customer Support and Features

Pros:

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

Cons:

User interface and report customization.

My Review Of AgileCRM

Comments: I love it, and have also installed the free version for my own brand

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.

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.

The Entire Product is Deeply Flawed and Useless

Comments: From the beginning, Agile was an inflexible tool that I managed to use for the very simple tasks of sending out newsletter and other marketing outreach. Reporting was not helpful and seeing lists of contacts was difficult to achieve. Now that the mailing functionality no longer works, we are shifting to a different system.

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.

Good value for Money

Comments: The support team is very patient and they have schedules available for training 24*7 for each module and there is no restriction for training. Easy to use, available on mobiles and PC.

Pros:

24*7 support and exceptional dedicated support and training Very easy to use and modify. Different modules through single platform Nice visual reports

Cons:

Restrictions in some automation, bit challenged to set up campaigns and missing accounts module

Horrible customer support

Comments: I opened a ticket in March 2018 and it was never resolved. We opened several tickets over the past two years and nothing was ever fixed. We were lied to during this entire time. Whenever I called them, they would promise a call back and not once, NOT ONCE, did they ever follow up. I wasted many hours trying to get Agile to work, pleading with their "customer support" to fix things that any other CRM would have fixed right away. DO NOT USE AGILE CRM!!!

Pros:

Lots of features suitable for a variety of businesses for a low price

Cons:

Customer service is the worst I have ever dealt with in my entire life. Features would stop working, they would change things on their end that would affect our workflow, tickets remained opened for literally two years, etc. Their team is taught to tell their customers that they will get right on it and give them a call back, but they never ever do.

Not good, need lot of improvements and a good developer team

Comments: Worst experience.

Pros:

Simplicity, nothing else to like in the CRM.

Cons:

Always has server delay issue, did not send emails to contacts just shows email sent in activities. Worst server, hard to make reports as reports did not get update after email sent. Campaign feature is very basic and hard and also wait nodes in campaign is very poorly managed. Customer care team did not understand queries they just reply server delay. since October 2020. They suggest to move to there new platform which but asks customers to migrate data rather than they migrating data to new platform.

Generous offer of features

Comments: agile has made things easy. Now we can conduct successful marketing
campaigns not only with our own knowledge, but using the expertise of Agile and making
sure there isn’t anything missed. Have addressed most CRM features for the ease of our
clients to maintain a healthy link between the customer and organization. Have reduced
waiting times with the IVR feature, self service portal etc. generous number of features
for marketing/ sales management. All this for final achievement of revenue/sales
budgets. Achievement of customer satisfaction goals thereby building a loyal customer
base which helps in increasing market share through references.
Together with the above, a professional support team and the cost? probably about 10%
of the cost of competitive products which means a saving of 900%. And of course you
have the chance to experiment with the trial version. AgileCRM is truly agile. The name
speaks for itself.

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.

A happy user

Comments: Automated campaigns are easy to set up and work well and the customer support system is effective. the experience of using agilecrm has been practical and effective, as well as being cost effective.

Pros:

We have been able to use all the features with ease and the customer support has been terrific, critical since we have embedded agilecrm into our own software so that it, though its campaigns, administers many of our own systems automated processes, and we have needed to consult often with their team members. I cannot recommend the system highly enough.

Cons:

We will need to establish how the system works at scale

Not very easy to use as desired, customer support is lacking

Comments: Low cost option and an all in one solution if willing to sacrifice efficiency and organization

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.

I searched extensively for a good CRM solution and Agile CRM seems to be best suited for our company

Comments: Precise segmentation of our users
Well structures users database
Well organized history of each users interactions with our company
Highly efficient automated e-mail marketing
KPIs for our e-mail campaign
Monitoring of users behavior
Detailed users profiles

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.

A very powerful and easy to use sales + marketing automation SaaS ! Just great !

Comments: Agile CRM provides a very powerful solution to both sales and marketing challenges.
Everything is gathered in one place. Benefits are just glaring : time savings, accuracy in commercial and marketing processes. It brings the sales+marketing automation at a very affordable price. A very good solution to grow fast your business on focusing only on extra value tasks when needed.

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.

Agile as a CRM

Comments: I ended up cancelling my subscription as parts of the CRM did not function properly, especially marketing automations

Pros:

The price was attractive and the client database was comprehensive.

Cons:

Marketing Automation was not reliable at all.