Agile CRM Reviews

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.

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.

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 with multiple tools. Something as simple as managing notifications and alerts make the most of my time and organize my agenda in a practical way.
I can generate reports where the effectiveness of the different strategies is established. For example, the result of phone calls, mail campaigns, newsletters, and more.
I was able to import all the contacts in a very simple way and clean my list in a short time.
Another great thing: the mobile app and the possibility of integrating with other programs. Today I have it integrated with Bria and Skype, also linkedin and facebook. Everything in one place, is the most practical CRM platform that someone like me (who has just started and was analyzing options) has found, and I´m very satisfied with this software.

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.

The price of the software is nice, the features from a glance look really good but once you start using them is when you are in for a surprise.

The scheduling calendar is completely worthless. I would never in my life send a prospective customer to schedule an appointment as the time is in military time.

As a programmer myself, this is rather a simple fix. I brought it to their attention and even supplied code examples to apply that could remedy this.

The fact that they fail to provide a solution to the calendar shows that they disregard their customers and are completely lazy to provide a simple fix.

Why even a launch calendar like this? It is very sad actually, if you google it, requests has been made years ago by several customers! This is like installing a door but not putting a door knob on it. This is like taking a shower but failing to use soap or clean water.

The company is lazy and could care less about their customers. I have bad service by other companies but these guys take lazy to another level.

All the other features are half-usable (exit popups, push notification, etc).... if they put a little extra effort into things, this could be a nice piece of software.

If I was to wrap what I think about this software into one word... I would LAZY.

Having all our tools unified in one system, all our databases automatically completed and maintained, all interactions logged, and all processes tracked - has made Agile CRM the foundation of every department in our establishment. Given the price point over functionality and support, there is simply no alternative to Agile.

Although it would be difficult to find fault with Agile on the surface, Agile CRM lacks integration with a few niche APIs we happen to use.

Agile has a very expansive set of features that I could not find on other similarly priced products. It is reasonably priced for solopreneurs and offers a grown-up set of features for even small companies. The system is very configurable and offers user-defined fields for contact, company, and deal records - most other CRM solutions don't.

It looks like it needs a facelift - the UI could be improved as it doesn't look like there has been an update in many years. I would like to see a view that combines the information from contact, company, and deal records on one screen.

- 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.

It is very user friendly. You can add custom fields and setup pipelines without the need of a developer.

Having to add DNS records to synch email makes it difficult to setup email with agile.

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.

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.

Agile CRM has built something similar to sales force. A Super Comprehensive CRM. It does a lot and can easily integrate with email, calls, automations and marketing platforms.

Agile CRM has built something similar to sales force, even to the teeth with its ui and ux experience - which is terrible. Otherwise it is a very solid CRM, and the pricing is very reasonable.

Lots of automation like contact upload, integration with Whatsapp, Facebook helped a lot.

They don't have in-person training, customer support needs some improvement in response time.

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.

- 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 apps, so this feature was a KEY for me.
- All your emails automatically load from your Gmail inside AgileCRM, no need to BCC some email address.
- Lots of sales, marketing, support, landing page, and amazing features added on at no additional cost.
- Now you can purchase add-ons such as user permissions, triggers, additional automation campaigns and others without having to upgrade all your users to the next subscription level (this is something I requested, and their team listened and did implement this).
-Their tech support is great, they care, they listen, and they modify/improve their system based on your feedback
- Their team update the app every few days

- 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.

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.)

They are fairly generous with the free level, there are enough core features enabled to allow a fair trial and limits on number of contacts, emails, even API calls are sufficient for a small business. Their free tier is actually not a trial, you can stay on free as long as it meets your needs.

One more thing, Agile has quite a few integrations available, among them Stripe, PayPal, FreshBooks, QuickBooks, and Xero. They have a functional API so if you are so inclined you can integrate Agile with almost anything, whether there is a widget for it or not.

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,

Their customer support is great as the hability to send personalized bulk emails.

User interface and report customization.

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.

- 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.

24*7 support and exceptional dedicated support and training
Very easy to use and modify.
Different modules through single platform
Nice visual reports

Restrictions in some automation, bit challenged to set up campaigns and missing accounts module

Agile is a diamond in the rough so to speak. It feels like the tech world is a giant popularity contest and the few formed a club and left some of the better players out. Agile may not be listed alongside the trendy inner circle but good for them they stand in a place of their own and the customer is made better for it. When I found Agile I was enticed by their Free plan- not trial but free plan with a good amount of flexibility for a startup to fully integrate the CRM for zero out of pocket. The product will scale with your growth and they have several paid levels so as you step up your monthly plan will step up with you and not kill your cash flow. I really appreciate the email automation and landing page builder inside the CRM. The landing page function is easy to use and makes quick customized landing pages. The other CRM systems are priced much higher and offer similar functionality to Agile and Agile is a fraction of the cost. Now, as with any CRM the learning curve may be high and indeed this was the case for my use of Agile.

Agile is not an easy product to just pick up and go. It will require some basic knowledge and a willingness to learn the program. The great news is that Agile offers webinar trainings and onboarding at no extra cost as well as they host a huge assortment of training modules and videos.

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

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

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

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!

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.

- 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

- Product Management to quote, complete deals or design reports must be improved

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

This software lives up to everything we expect in a CRM and Automation software which we have outlined here: http://www.lmnt.com.au/business-advice/compare-marketing-automation-software - there are only a handful of softwares that can do EVERYTHING and this is one of them. If you are looking for a small business software to run your company for you then THIS IS IT. I am a business coach and I can tell you that if you want to take your business to the next level using technology then this is a great place to start. Good luck.

They are a young company with lots of room to grow AND THEY ARE IMPROVING everyday so whatever they don't have now they will surely have by tomorrow!! It is like every time we say "I wish agile had that" a month later they have it. This is an action packed software with lots of flexibility with other apps too so if it can't do something you can connect it with another APP very quickly.

- 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!

- 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