Agile CRM Reviews

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

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

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

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

Reasons for Choosing Agile CRM

Switched From

Reasons for Switching to Agile CRM

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

Reasons for Switching to Agile CRM

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

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.

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

FEATURES: Pretty much every feature under the sun for automation (even correlating user behavior on website into triggers for a campaign is an effective tool due to how well the cookies work).

ON-BOARDING: We've been able to schedule meetings with our on-boarding team who've been great in giving us real world usage scenarios and helping us settle into the product the right way and waste time looking for a way to do something or figuring out best practices from scratch. This is HUGE, very few solutions actually have something like this available to you.

CUSTOMER SERVICE: Top. Notch. The chat support is great, they're patient and will stick around answering your questions all day, they even pass suggestions to the development team who actually implement them as new features moving forward if it's something you really need. Which is mind-blowing.

OVERALL: It's complex and takes effort to learn what the product offers and how to use it. You're going to have to put the effort in, or it's going to be useless. That being said, once you put the effort in - Agile CRM gives you super powers compared most of your competition (because it takes effort, and requires learning).

BOTTOM LINE:
Imagine being in an iron man suit hovering above your competitors firing automated marketing missiles of lead-capturing/qualifying/scheduling sales quota destruction!

Cons

Very much a DIY experience, not enough 'sane defaults'.
Needs better testing/preview options for different campaign segments.

But these are something all these 'all-in-one' CRMs need.

Pros

I really liked the integrated scheduling calendar

Cons

Many times I don't receive email notifications about new appointments that have been scheduled so I have to remember to check my calendar every day. I also wish some things were a little more streamlined, for example if I search for an email address and it's not in the database yet--I don't have an option to "add" I have to type it in all over again.

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

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

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

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

Pros

Ease of use and support [SENSITIVE CONTENT HIDDEN] is always there when we need him.

Cons

When you what to remove a lead it brings you back to the home page instead of where you left off.

Alternatives Considered

Reasons for Choosing Agile CRM

Switched From

Reasons for Switching to Agile CRM

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.

Pros

Onboarding and trainings from [SENSITIVE CONTENT HIDDEN] are the best.
Good integration with google as well as linkedin
Also it is easy to use marketing automation, crm contact, follow up for deals, + telephony and sms campaigns.

Cons

quickbook integration is not available
some extra steps are needed to use the software, for example when you desactivate a campaign you have to remember to desactivate the contacts assigned.
Certains things need a knowledge that is only possible by doing lots of trainings

Alternatives Considered

Reasons for Switching to Agile CRM

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

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.

Alternatives Considered

Switched From

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

We can easily track all our project related tasks and all. We can schedule appointments in this tool which is best so far.We can track the work done by every individual easily and also we can micro manage our project. We can track the tickets raized by our customers easily.

Cons

Sometimes CRM goes down and we cant use the Agile in the down time creates a lot dependency on that tool. Also customer support should be increased for paid members for continuous usage of their application.

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.

Pros

The price was attractive and the client database was comprehensive.

Cons

Marketing Automation was not reliable at all.

Alternatives Considered

Reasons for Switching to Agile CRM

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.