Most popular features of all Customer Management apps
Requires iOS 9.3 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about Agile CRM's features:
Overall, I'd say I've had a pretty satisfying experience with the product, nothing out of the world, but gets the job done.
Pros
- Contacts import and export is very simple - Calendar and other time management tools are pretty neat - Great integration across multiple marketing tools - Social media and email campaign management is a great add - Detailed report-generation.
Cons
- Organisation of different compartments within the tool can be a bit difficult - Rich feature-set leads to a challenging learning curve to go over.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
contact management and customer care
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.
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
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Agile CRM
If you don't have a large internal IT team and if you need your CRM to be strongly integrated with other systems, consider Agile CRM for SMBs.
Made automation and third party integrations easy.
Pros
It's easy to use and integrates with many other platforms.
Cons
Their tracking of website visitors, email click rates has issues.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Hi,
Thanks for your feedback. We would like to address your concern personally. There will be a senior customer success manager assigned to help you. Please share your account details so that our team can reach out to you.
I was able to automate my email campaigns, and act upon generated leads much faster.
Just finished imported our Data from Zoho and all looks good.
Pros
Time to set up, User-friendly, Zapier integration, Modules (sales, marketing and help desk), Price, Email marketing, Web activity tracker, Web forms and landing pages builder, Filters and Tags for creating lists.
Cons
Help Desk database still being populated so you have to contact the Agile care team more often, but improving.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
All works like clockwork and links with all the apps/social media. Campaigns are done with triggers by drag and drop (I havent been able to work out how to do campaigns on other CRMs).
Pros
- Drag and drop features for newsletters, email templates and landing pages - Simple and quick entry for searching, tagging, sorting, updating - Reporting features - Social media and app integration - easily done - Campaigns and triggers - set up in no time - Customer support - no need to use forums, they contact you direct
Cons
Havent found anything Perhaps to be able to use Thrive with it Recommended to Agile by marketing expert and havent looked back since. Try it - it's really simple to use no matter if you are a beginner (like myself) or more technical
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
Just finished imported our Data from Zoho and all looks good.
Pros
Time to set up, User-friendly, Zapier integration, Modules (sales, marketing and help desk), Price, Email marketing, Web activity tracker, Web forms and landing pages builder, Filters and Tags for creating lists.
Cons
DKIM and SPF still a little hard to set up, Help Desk database still being populated so you have to contact the Agile care team more often, but improving.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Agile CRM
If you want something that is easy to set up and easy to use, you won't be disappointed. Loads of nice surprises with some quirk features
Pros
It allows looking at activity down to the individual user activities and helps to identify loopholes in the campaign and amend.
Cons
Agile CRM has lots of limitations when it comes to email handling & social media integration.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
Pros
AgileCRM has all the features you would find in the top of the line customer relationship management tools including support for third party apps integration, API, campaign manager and a ready-made templates for emails.
Cons
The support is very bad and have had a lot of terrible experiences when things didn't go well. Another issue is the workflow, which isn't very intuitive and smooth.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
Contact Management, email marketing, sales tracking.
Pros
Easy to add contacts, share email, add tasks and track deals.
Cons
Also we tried the live chat feature, which didn't work so well for us.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Hi Candice,
Thank you for reviewing us. You have rightly said, Agile CRM is the best for small businesses due to its affordability and dense feature-set (sales, marketing and service automation in one platform).
To help you use our product to its full potential, our support team is always available at support@agilecrm.com
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
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.
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.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
This system is incredibly flexible - while holding a lot of the crucial features (contact info, deal tracking, sales reports) it also offers a few customizable features that have not been seen elsewhere (landing page hosting, GoDaddy integration, full G-Suite integration).
Pros
Great for current Google Suite users, great for small teams, customizable landing pages, integration with most major URL hosting services (GoDaddy etc) and a very sleek app with support for Android and iPhone/iPad.
Cons
"Powered by Agile" appears on emails sent from system, constant reminders to upgrade your plan along the top of the system, lack of ability to hide unneeded tabs/pages.
Rating breakdown
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Agile CRM
Have at least one person on your team who is comfortable with database set-up. While this program is easy to use, it does require a bit of basic know-how. HTML coding would be an asset for certain aspects of the system.
Pros
Easy to use and fully featured. Also it has some cool features like email tracking, clicks tracking and lead generation.
Cons
The reporting feature in buggy can't rely on it. Importing contacts (to which you would like to add triggers) takes too long.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
The customer service team is great, but they really need to work on their contact management features, campaign building features etc.
Pros
Building email campaigns is fairly simple
Cons
Features like bulk actions based on contact name / email, selecting unsubscribed contacts from the campaign reports tab etc. are missing.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
If you like the price then the system does the job. But its not as comprehensive or user friendly as sales force or Nutshell.
Pros
- simple - no extra bells and whistles - ability to customize fields, reporting and admin settings -
Cons
- support takes a while to get back to you, they also don't speak English very well - support was unable to import my contact base, they also did not follow up after the support chat I had - don't seem to care for their customers as they should - if you don't pay the full price for the basic plan you have limited functionality - knowledgebase and many support options not available if on free version
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
It is entirely likely that I started using Agile CRM too early in their release. The navigation and discoverability was difficult to comprehend and I felt like I was clicking all over the place to do what I needed to do. They went out of the gate with too many features and I immediately felt overwhelmed. I would have liked to start basic and add on as needed.
Pros
- Marketing funnels were highly customizable - CRM and Inbound marketing worked well together - Customer support was quick to respond
Cons
- Time consuming to setup a funnel - Difficult to test if a funnel worked before going live - Integration with Shopify was not robust
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Hi Tara,
Thanks for your review. Agile CRM is specifically built considering the needs of small and medium-sized businesses. With its all-in-one sales, marketing, and service automation, Agile CRM helps businesses to sell and market like the Fortune 500.
Agile CRM comes with many features and integrations. To ensure our customers do not feel overwhelmed with the features we offer, we have our success coaches who help our customers implement the product in their businesses.
You can reach out to them by visiting agilecrm.com/support.
Pros
Managing Contacts and Deals is quite easy. Emails reports, along with other reports, is wonderful.
Cons
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Agile CRM is a good tool to use if you'd like to keep your database organised, however, needs a little more improvement on the automation features and other integrations.
Pros
The free trial is good and loaded with features.
Cons
Some technical problems reported but not quite sure if they were being resolved.
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
AgileCRM keeps on improving, and the "typical sales CRM" side of it seems pretty solid and reasonably user friendly, but I have wasted SO MUCH TIME on the marketing and email automation side of it.
Pros
Decent reporting and functionality around standard sales CRM stuff.
Cons
Tendency to have features that are only half-baked, although they do improve over time.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
Recommendations to others considering Agile CRM
I'd go with MailChimp for any email campaign needs you have. If it can't be done with MailChimp (e.g. mass mailing folks who didn't actually subscribe to your mailing list) then perhaps you shouldn't be doing it. As a sales CRM, Agile CRM is not a bad choice, but I don't think it's the most user friendly either. It doesn't seem focused around any particular way of doing sales. Currently I'm looking at Streak as a way of bringing our CRM into our Gmail inbox, but it's not necessarily the appropriate tool for everyone.
It is a software for small businesses in its free version, but it is an excellent application that allows you to manage your sales in a great way
Pros
Agile CRM is a great sales software, it includes many things like marketing and services in one place, it also has sales tracking, automation, contact management, web analysis and many other things, and besides that, an excellent interface and very clean
Cons
The free version is very limited and you will have to pay for better reports and features, like everything
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
As in market so many CRM software are present Agile CRM come with complete package
Pros
Track Contacts save time lead nutrition Create report is the best features sales reminders calls reminder bulk mails Action Triggers for the suitable marketing calls
Cons
Sometimes gets complicated and difficult to understand
Rating breakdown
Time used: Free Trial
Frequency of use: Monthly
Likelihood to recommend
Hi Rahul,
Thanks for reviewing our product. As we have designed a free plan for a very small startups, you would not be able to explore the real power of Agile CRM. I see that ICICI is a big company and would recommend using our Enterprise plan to exceed you expectations. There are many many automations and tasks available for a assets management company like your's. I would strongly recommend you to use a paid version and get free on-boarding as well to understand the product completely.
Do let us know if you want to explore the product further, we can show a live demo.
We've managed go up our lead gen activities significantly, keep track of leads, see a dashboard with key onfo
Pros
The software is easy to use, the training they provide is fabulous and the customer support is great.
Cons
But when you try to upgrade to more users or more contacts, the costs jump up.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
- 360 view over our customer journey : from lead generation to customer service - Understanding our funnel : sorted by channels, products, salesperson
Pros
- User friendly - Allows you to easily drag and drop to design Marketing Campaigns with multiple triggers - The support team gets things done - Many templates available to build sales and marketing reports - Integration is easy with our CMS (Wordpress), telephony and live chat
Cons
- Can't upload our products lists : we need to fill it manually - A bit expensive for starting SMBs
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
