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Functionality
4.1
/5
472
Total features
231
34 categories
Agile CRM features
Common features of CRM software
Ken R.
Information Technology and Services, 11-50 employees
Used daily for 2+ years
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We were looking for a solution that allows us to work out of a single system for both, marketing automation and sales management. We wanted to make sure that we don't have to piece that combination together using plugins and add-ons but wanted a natively integrated solution. We tried many CRM's and ultimately ended up with agile CRM and have been happy users since. As your confidence in the tool grows, you will be surprised how much it can handle and how configurable it is without becoming a too complex. The support staff has also been world class. Our requirements have always been tended to promptly. Last but not least, it is incredibly well priced, easily 50%-75% cheaper than other, comparable vendors.
- integrates sales management and marketing automation natively - easy to use - feature rich with a lot of add-ons - very well priced - great support team
- Small wish that I have: we have users that would be support users only, while others are sales users only. Would be nice if we could separate license fees on a role basis. But then the overall price we have to pay is still very low so that it really isn't a big issue for us.
Verified reviewer
Information Technology and Services, 51-200 employees
Used weekly for 1-2 years
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Overall, I'd say I've had a pretty satisfying experience with the product, nothing out of the world, but gets the job done.
- 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.
- Organisation of different compartments within the tool can be a bit difficult - Rich feature-set leads to a challenging learning curve to go over.
Dhruv A.
Computer Software, 201-500 employees
Used daily for 6-12 months
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Ultimately, Agile CRM is a fantastic client relationship management and sales automation tool that I wholeheartedly endorse. It is a fantastic option for small to mid-sized companies due to its user-friendly interface, extensive feature set, and reasonable costing.
I investigated its characteristics as an AI language model and discovered it to be a strong and all-inclusive method for controlling client interactions and sales.
Agile CRM provides a customizable and cost-effective pricing structure based on the necessary features and user count. The website also offers a 14-day free sample so users can evaluate the service before deciding to subscribe.
Verified reviewer
Information Technology and Services, 10,001+ employees
Used daily for 2+ years
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One of the best management tool in current market with low cost. With minimal amount we can easily maintain our project.
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.
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.
An H.
Marketing and Advertising, 1-10 employees
Used daily for less than 6 months
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Simple using for only recorded and track deal is fine. If you expect to know in depth as Report, Forecast in Details, Customization as your needs this not a best choices.
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
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
Derek "Storme" B.
Retail, 51-200 employees
Used daily for 1-2 years
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We've got LOTS of information in here now, so at this point it would be more work to move than to just deal with the downfalls. Overall, my team has enjoyed the experience. I am a bit more technical so I am not as happy as they are. It has kept a great log of our consultants past and present, so in that respect - it has done it's job. I just feel like the cost (for 3 operators) does not justify the tool.
Tags make it easy to compartmentalize different customers and the path to completion.
Organization is a bit tough, and the separation of different features between Sales, Marketing, and Service areas is a bit disconnected. Creating a "path" for different actions can be quite confusing, and the fact that LOTS of actions (such as send an email when a certain tag is entered) do not happen. I think these run on cron jobs (say, every 15 minutes) and I feel like LOTS of the actions get missed. This is my biggest beef. The price structure is a bit nickle and dimey as well, and it seems like a big jump between I can do 3 actions and I can do 5 actions.
Hi Derek, Thanks for your feedback. Our goal is to meet the needs of a growing business irrespective of its size. Our pricing model is the most affordable one in the market today and has been designed according to business requirements and its size. The tags feature helps you to segment your contacts and trigger necessary actions which take place instantly. For any further doubts on how to better use our tool for your needs, please contact our support team at support@agilecrm.com.
Adam C.
11-50 employees
Used daily for 6-12 months
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Low cost option and an all in one solution if willing to sacrifice efficiency and organization
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.
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.
Hi Adam, All our processes are set up to guide you in using our CRM to its full potential and irrespective of the business (size or industry), our product is applicable due to the vast and necessary features we provide. We have a one-time implementation process to help customise the tool as per your business requirements. For this, our training specialists are always ready to help based upon your schedule. For any other issues, you can connect with technical support via chat and email at www.agilecrm.com/support
Rani S.
Computer Software, 1,001-5,000 employees
Used daily for 1-2 years
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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
Campaign nodes feature.Marketing templates they can provide better
Cam L.
Education Management, 1-10 employees
Used daily for less than 6 months
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Very easy. The support has been very patient and been very informative with some great ideas about how I can get the best out of the software. Huge thanks
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.
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
Adam D.
201-500 employees
Used daily for 1-2 years
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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...
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.
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.
Sergey S.
Medical Devices, 51-200 employees
Used daily for 2+ years
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Good for marketing & sales. Useful automatisation.
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...
Hi Sergey Thanks for your feedback. Agile CRM always prioritize its relationship with its valuable customers. We also give priority to customer support over any monetary benefits to maintain 100% customer satisfaction. Mailgun is actually a third-party integration and a lot depends on them to ensure seamless functionality. However, our Support team will make sure Mailgun addresses this issue so that valuable customers like you will not face this issue in the future. To ensure there's no account-specific issue, we would request you to get in touch with our Support team, who will help you to get everything sorted. Please feel free to write us back at support@agilecrm.com for any questions.
Jasmine D.
Health, Wellness and Fitness, 1-10 employees
Used daily for 2+ years
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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.
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.
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...
Bill B.
Information Technology and Services, self-employed
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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.
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.)...
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,
Dennis H.
Food & Beverages, 1-10 employees
Used daily for less than 6 months
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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...
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.
ALEXANDRINE T.
International Trade and Development, 1-10 employees
Used daily for 1-2 years
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very positive eventhough some of the features should be easier
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.
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
Thomas M.
Law Practice, 1-10 employees
Used daily for 6-12 months
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Nothing.
No pros were added to this review
I run a small bankruptcy firm. I should't be having capacity issues mailing out to a relatively small pool(less than 8000) potential recipients. So low sticker price as long as you just use it for family and friends. I hate an upsell and actually miss Infusionsoft every day. Never thought I would say that. Why can't this be integrated in a meaningful sense with Dialpad such that our calls are logged in Agile automatically? I have to log them myself
Hi Thomas, thank you for taking your time to review us. Agile CRM is a versatile product loaded with features and is designed after surveying various businesses on many parameters like size, business workflow, number of product pipelines. Our pricing plans are designed to keep the product affordable to all the small and medium businesses without losing all the core capabilities of the product. Our...
Michael N.
Information Technology and Services, 51-200 employees
Used daily for 1-2 years
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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.
- 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.
Can improve on the customer support part.
Olivier K.
Education Management, self-employed
Used daily for 1-2 years
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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.
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.
No cons were added to this review
Jacques N.
Marketing and Advertising, 1-10 employees
Used daily for 2+ years
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I ended up cancelling my subscription as parts of the CRM did not function properly, especially marketing automations
The price was attractive and the client database was comprehensive.
Marketing Automation was not reliable at all.
Drew B.
Utilities, 1-10 employees
Used daily for 1-2 years
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horrible
It seemed easy to use, but it kept mixing up my data.
Customer service was horrible. I eventually tried to cancel my subscription, but they kept charging me for an annual subscription. I cancelled it in December of 2019. They charged me for it in January of 2020, so I called them and cancelled again. They gave me a refund. In January of 2021, they charged me again for my annual subscription. I called them back and the guy tells me at first that there are no refunds! What??? I cancelled it OVER A YEAR AGO!!! He tells me that he has to talk to his management and is not sure if he can refund my money... Grrrr... I'm so pissed... I told him that I was going to start writing bad reviews about Agile while I waited for his management. Eventually, he said he initiated the refund and cancelled my subscription... We'll see!
Tünde K.
Government Relations, 1-10 employees
Used daily for 1-2 years
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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.
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.
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.
Tom G.
Retail, 1-10 employees
Used daily for 2+ years
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I have been using since 2008 - connecting JSON nodes to read data directly from Google sheets. I know more about Agile then most of their own staff. I have brought this exact issue many times.... and no change. So beware of this company, and the stupid bugs they refuse to fix.
Emails are cheap to send -- JSON node is very powerful allowing high levels of integration and automation.
Bug when trying to "copy" a campaign. It just gets stuck after adding the word "copy" to the start of the campaign name, and a pop up saving "saved" does not show. If you don't realise you did not see the popup, then you then think it has made the copy.... but you are still working in the old campaign. Many times this has lead us to overwrite our original campaign. Right now, I simply need to copy the campaign so send another our email for Black Friday. After 30min trying everything, including restarting my computer. I still have this bug and cannot complete a very simple task --- which now is proving very costly.
Hi Tom, We are really sad that you had a bad experience with Agile CRM. We have always been a customer focused company and constantly endeavor to deliver the best services. Our product team also focuses on regularly rolling out more advanced and robust features. However, in this process, there remains certain features which are more complex to operate or have a bigger learning path. I recommend you to contact our customer success team for a personalized training so that you can get a better understanding on how to use them more efficiently. Thank you
David K.
Arts and Crafts, 1-10 employees
Used daily for less than 6 months
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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.
The automated features, when they did work, were nice.
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...
Hello David! Thank you for taking the time to review us. We see that you have canceled your account due to some issues with Agile CRM and really sorry to hear about the cancellation. However, we have not are just limited to Call support, rather, we also have Chat and email support for immediate help. With Recent Implementation of Privacy norms, we are restricting on API's but our team is continuously...
Guillermo G.
Education Management, 1-10 employees
Used daily for 6-12 months
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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".
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...
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.
Jaime N.
Marketing and Advertising, 1-10 employees
Used daily for 6-12 months
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As a small business owner, and founder of Bloominari.com, a digital marketing agency helping small businesses to grow their companies online through beautiful design, automation and marketing tactics I was in search of the best CRM and marketing automation software for a truly affordable price. After literally about 2 months of research of various CRM and marketing automation platforms I finally decided to take AgileCRM for a spin (It was easy to try it, as they have an always-free lite version). Immediately I fell in love with it's interface, ease of use, and easy-to-setup platform. I previously worked with Salesforce.com and Solve360 CRMS, and have also tried BaseCRM, SugarCRM and many others throughout my business life.
- 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...
- 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.
Hi Jaime, Thanks for your appreciation and support.