Agile CRM Reviews

- 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.

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.

Agile CRM offers powerful automation features, such as lead scoring, email campaigns, and workflow automation. These features can help businesses save time and increase productivity.

Issues with email deliverability when using Agile CRM's email marketing features.

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 someone you can barely understand, who basically told me that there is nothing they can do for me, their "teams" are working on fixes for my miscellaneous problems, and suggested I try other integrations as a work around. They couldn't give me an expected time they issues will be resolved. Upon trying their work around it wasn't what I needed at all. I was basically told "too bad" and to just sit and wait for a fix. Also, when you try to cancel your subscription it tells you that someone will have to call you to do so, and it could be over 48 hours until they do.

The contact management tool, which enables us to store all customer information in a single centralized database, is one of the most important features of Agile CRM that I particularly enjoy. This makes it much simpler to track our customer relationships because it makes it simple to access customer information, keep track of interactions, and take notes.The marketing automation tools are another thing I like about Agile CRM. We can target email campaigns with Agile CRM, track leads, and score them based on how they behave. We have been able to develop marketing strategies that are more tailored to each individual customer and have gained a deeper comprehension of their wants and needs.Also, the appointment scheduling feature of Agile CRM is a useful tool for managing our meetings and time. We can set reminders and notifications to make sure we never miss a meeting, and the built-in calendar makes it simple to schedule appointments with customers and potential customers.Lastly, Agile CRM's analytics and reporting tools are extremely helpful in monitoring our marketing and sales performance. Overall, I've found that Agile CRM is a powerful and easy-to-use tool for managing our sales and marketing processes and interactions with customers.

Even though the software is generally simple to use, I find that the user interface can sometimes be cluttered, making it hard to use some of the more complicated features.The email campaign builder seems like another area that could use some improvement. While the email automation and tracking tools are excellent, the email campaign builder's design and customization options can be somewhat limited. Without using time-consuming and cumbersome external tools, creating visually appealing emails can be challenging.Last but not least, despite the software's wide range of tools and features, I sometimes have trouble finding the specific features I require. For instance, finding the right report or setting up a particular automation can sometimes be a little hard, and I frequently have to spend more time than I want looking through menus and options.In spite of these areas for development, I actually observe Spry CRM to be a significant and easy to use answer for dealing with our client cooperations and deals and promoting processes.

Agile CRM was one of the most important tools for managing my business, excellent for capturing leads, automating and controlling all activities. What I loved most was email automation.

Recently they launched another tool and they stopped paying so much attention to this tool, also over the years I tirelessly requested the addition of more currencies which was not done.

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.

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.

I am highly impressed with Agile CRM as a comprehensive customer relationship management solution. It offers an intuitive interface, robust customization, advanced reporting, seamless integrations, powerful automation, mobile accessibility, and secure cloud storage. It empowers businesses to scale rapidly while delivering personalized customer service.

I have found this tool to be an exceptional management tool, and I haven't faced any negative side effects. The overall experience has been completely trouble-free.

This CRM tool has everything I need to manage my contacts, track leads, automate marketing activities, and analyze customer data. The interface is intuitive and easy to navigate, and the customer service team is top-notch. I appreciate the wide range of features and functionalities that come with the tool, making it easier for me to handle my business operations efficiently. I highly recommend Agile CRM to any business owner looking to enhance their customer relationship management processes.

Up to this point, my experience with Agile CRM has been positive, and I have not come across any negative outcomes in terms of its management capabilities.

I like the ease of integration this product has and its functionality

Getting it set up, I feel it would benefit to have a way of installing key features for a number of real life business models for example - a walk through of installing key modules that would aid someone that was using it for example a "Real Estate", "Insurance" or "Car Salesman" business, so the user could follow a custom integration following a set of parameters that best meet the style of business that they are using it for.

The automation/workflow builder seemed to work

I was drawn to AgileCRM while searching for a cloud-hosted CRM that could help me build a basic drip email automation sequence.

What I found was that AgileCRM is a buggy CRM that is not suitable for business users.

Countless have pointed this out, but let me add my voice: unbranded emails are not standard and require paying an extra fee. This means that unless you pay extra (yes, to the paid plan), every email you sent through the CRM will have "Send with Agile", or something similar, in the footer. This reeks of extortion and this hidden cost instantly turned me off continuing with my evaluation.

In addition, the India-based support team is incompetent. Everything is "no problem, I understand your concern" and nothing actually gets resolved. I wasn't able to add several professional SMTP servers and the team didn't even seem capable of understanding why that was happening (hint: your SMTP editor should accept usernames even when they are not formatted as email addresses).

My advice to any business user: stay well clear.

There are a ton of different tools that they offer, but I say that with a caveat. All these tools are garbage compared to competitor software.

Their support leader is actually nice to talk to. I'm sure his software team makes his job a lot more difficult.

Where to begin...The landing page tool goes down every week. We've lost thousands of dollars in advertising because of this. Their team offers no resolution and refuses to offer a refund, they simply say "sorry for the inconvenience and we're working on fixing the issue". They'll offer you hours of "credit" which will be exactly the amount of hours that your pages were down. Supposedly their servers don't have enough memory for their users, which is a HUGE red flag for a software company.

If you call their support number, the girl always says "our support team is busy right now but someone will call you within the next 20-30 minutes". I've been told that at least 15 times now. And without fail, every time, I have not received a call back within 5 hours. Normally they call back the next day.

You can try to schedule a support appointment with their team, but normally they don't have same-day appointments. When their software is down or broken (which happens often), that means you are without a solution until the next day at the earliest.

Countless features of the software have bugs and it seems like I'm submitting these issues on a weekly basis. The problems never stop.

Early on, it was a simple way to send out newsletters and webinar reminders.

At some point in mid-2021, the process for sending out email to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). When I contacted Customer Support, not only did they not actually have a good solution for how I was to use it going forward, but they said any fix would take at least 2 weeks to implement. That is unacceptable for an online marketing tool that a user has purchased in order to send out email.

The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find me answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.

Beyond the fact that it doesn't actually work anymore, the reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective. The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.

Agile CRM is an ideal CRM for small business owners and professionals looking for an easy-to-use tool to help manage their customer relationships. Its user-friendly design and array of features, such as email marketing, sales automation, customer service, and a mobile app, make it an ideal choice for streamlining workflow and maximizing customer interactions. Additionally, its reporting feature allows me to track customer relationships and sales performances, which is invaluable to any business.

One of the main drawbacks of Agile CRM is its limited customization options. The software is designed to be used in a specific way, and customizing it to fit your business requirements can be a challenge.

The tool itself offers some great automation features

The tool is convoluted, a bit hard to grasp for non technical people and the customer support is some of the worst I've ever encountered

It was easy to set up and I was able to customize it to my needs. It had a wide range of features, from lead management to customer service. I also liked how it had a built-in marketing automation feature, which made it easy to follow up with leads and customers. The customer service team was also very helpful when I had questions.

I haven't had any negative experiences with Agile CRM

Lots of features suitable for a variety of businesses for a low price

Customer service is the worst I have ever dealt with in my entire life. Features would stop working, they would change things on their end that would affect our workflow, tickets remained opened for literally two years, etc. Their team is taught to tell their customers that they will get right on it and give them a call back, but they never ever do.

Simplicity, nothing else to like in the CRM.

Always has server delay issue, did not send emails to contacts just shows email sent in activities.
Worst server, hard to make reports as reports did not get update after email sent. Campaign feature is very basic and hard and also wait nodes in campaign is very poorly managed. Customer care team did not understand queries they just reply server delay. since October 2020. They suggest to move to there new platform which but asks customers to migrate data rather than they migrating data to new platform.

I wonder if there is any other CRM with so much of features. Agile has taken care
not to wait until customers suggest including new features. I believe Agile has designed
this CRM with the customer’s customer in mind. That seems to be the marketing
strategy of Agile in selling their CRM. They rather should have introduced this as a total
marketing management software than a CRM, as a CRM is only one part of marketing
whereas Agile is loaded with almost all features of an ERP.
Visible feature are a rich UI, Dashboard, ability to integrate with a host of third party
apps, etc. but the invisible is endless, yet user friendly. Thanks to agile, goodbye to
many separate hard & soft ware. You have most of it in one clever soft.

agile CRM giving all this in one package is that have to complained about.

We have been able to use all the features with ease and the customer support has been terrific, critical since we have embedded agilecrm into our own software so that it, though its campaigns, administers many of our own systems automated processes, and we have needed to consult often with their team members. I cannot recommend the system highly enough.

We will need to establish how the system works at scale

Agile CRM has been a game-changer for my business, providing a one-stop-shop for all of my customer relationship management needs. The user-friendly interface and intuitive navigation make it easy to stay organized and on top of my customer interactions.

I have had some technical difficulties with the system at times, but their 24/7 support team has always been quick to resolve the issue.

The interface is very user friendly, you can start using it confidently in a few hours, a lot of integrations which makes it very flexible, nice API for customized solutions if you have a programmers team in your company. 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. A lot of filtering options, which when combined with the export in csv feature are extremely useful.

for the time being there is nothing serious, which can affect my usage of the platform, only minor issues which are easy to overcome.

Agile CRM is an outstanding software for marketers who desire to use marketing automation for their business. Agile provides an ideal system that allows you to monitor user activities and initiate automation easily. Once you are familiar with it, you will find the product highly user-friendly. Furthermore, Agile offers clear details such as web history, location, and IP, which enable you to segment and observe user behavior in an advanced manner.

The lack of customization options can be a bit of a downside with Agile CRM, as it does not offer a great deal of flexibility when it comes to customizing the platform.

Agile CRM is a lightweight tool that therefore is quite accessible. We used it at Agillic as our central sales CRM tool. Customer support is very helpful

Where do I start? Maybe it's the way we had it set up, but this was the most cumbersome tool for tracking sales opportunities that I've ever used. I found it exceptionally difficult to get the level of insight into sales management that I needed for my team; the mobile tool was largely useless (I used the website on my phone instead); it never really connected to advising sales teams what action they should do next.