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:
contact management and customer care
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
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 has decent number of features apart from standard CRM features like web rules, hello bar, exit intent popups etc.
Cons
The tracking code for this CRM increases the load time of website hence it affects your organic rankings.
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.
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
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
I was able to automate my email campaigns, and act upon generated leads much faster.
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.
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
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
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
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
Pros
Ringcentral integration is a big help as we can see the crm record for whoever calls.
Cons
Some small bugs that get resolved quite quickly by the friendly support team. Importing contacts from other CRM platforms could be easier.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
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
Clunky and difficult experience around marketing automation. 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.
Pros
Best CRM in the market for email campaigns.
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
Got back control of our company's contacts, who we spoke to and how to move forward.
Pros
Contact management is easy to use, importing existing contacts, following up with contacts, making notes.
Cons
The integration with things like Google Analytics (manually), the campaign manager for newsletters etc could be more developed
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Pros
AgileCrm is definitely feature rich and has every other feature you'd expect from a CRM suite. It has a full fledged campaign manager with email content editor which has a drag and drop layout.
Cons
The integration between third party tools is always a pain and creates issues every now and then.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
Agile CRM includes everything you need to keep track of everything about your contacts and automatically get in touch with them.
Pros
- Easy in use - Campaigns and automation - Custom fields - Price per user - Video tutorials - Sales and marketing automations
Cons
- Customer service - Little bit complicated for beginners but video tutorials are helpfull
Rating breakdown
Time used: Less than 6 months
Thank you for your feedback. Wanted to update you that we now have 3 senior native resources in US to support our North American customer base. We have also expanded our India team and our next expansion would be in Australia and UK.
We have also updated our support documents and very soon going to come out with our knowledge base. For more details you can visit https://www.agilecrm.com/support.
Thanks
It is an inexpensive CRM for basic organization but the email marketing platform does not work if you have a database of several thousand that you are sending to several times per month.
Pros
What I like most about Agile CRM is that it is an inexpensive solution that integrates CRM and Email Marketing platform .
Cons
The email sync is not good.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Pros
Agile CRM is a cheap but powerful CRM that integrates all the needed features for your online business.
Cons
The UI Design could be more user-friendly, in particular with regards to the mobile application that is perfectible.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Despite some drawbacks, it is a really great CRM for any compnay, especially SMB.
Pros
It also has nice integration with Microsoft Office 365 (bot mail and calendar).
Cons
The same goes to some basic functionality while integrating with social networks and gathering information about prospects from there.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
The key factors for me are the integration with gmail and import export features.
All in one CRM that is easy to use and a quick learning curve.
Pros
It is easy to use and integrates most of my daily functions in one centralized location. Bulk email marketing, gmail, sales goals all in one place.
Cons
I wish there was a way to integrate google voice as one of the phone providors so it would automatically link any phone calls with potential or existing clients.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Great product for SME's and startups
Pros
Agile CRM is packed with many useful features such as: - Campaign design - Support ticketing - Tagging and scoring
Cons
There are many missing features such as: - Direct ERP integration - Capturing servey Also, mobile app is pretty unmaintained and full of bugs and missing features
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
