Agile CRM Case Study

Agile CRM

Sales and marketing CRM for growing businesses

4.23/5 (314 reviews)

Agile CRM use case: Benjamin Roberts

Benjamin Roberts

Verified Reviewer  
25th of January, 2017
Try it out - it won't disappoint

After having tried out several CRM systems, I stumbled across agile on an online forum. 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). Our team of no-tech-savvy users were able to very quickly make their way through the program and have learned all the crucial features in very short order. It has been an absolute joy getting away from old paper-based practices.

What do you like best?

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.

What do you dislike?

"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.

Why did you end up selecting Agile CRM over other applications?

The cost was incredibly in-line with our best interest (Free) and the look and feel were significantly more modern.

What is your main use case with Agile CRM?

Deal tracking, email tracking, lead generation through email campaigns, lead generation through customized landing page.

What is your ROI?

As this is a free system currently - unlimited ROI. We have saved hours a week in lead and deal management.

Likelihood to recommend

10/10

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.

Frequency of use

Daily

Rating breakdown

Value for money
Ease of use
Features
Customer support