Agile CRM Reviews

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.

- 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

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.

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

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.

We have used a number of CRM's over the past two years looking for a system that can help automate our marketing efforts and also be an easy central repository for addresses and contact details.

We used to use Highrise which was too basic, and more of a contacts manager and then trialled Pipedrive and Onepage CRM. Although these products provided some of the user features we required they all had issues which necessitated finding another CRM.

The vendor is responsive to support queries, and always replies very quickly.

My least favourite part of this product is the new user interface they launched, it's partly persona preference but I preferred the old UI. The vendor provided a link that lets me use the old UI but I am not sure how long this will be supported.

It would also be useful to have the option of very basic accounts that literally provide address book access. We ended up using their API to push data to google shared contacts for users who don't need the full CRM feature set.

Easy to use CRM that has multiple features. Contact’s timelines show all the interactions making it easy to progress. Automation and Campaigns are easy and work well.

Customer Service is quite off. Takes a long time of understand the issue and bounces around to a few executives. Interface is quite slow and lags quite a bit.

Used it majorly for Sales Activities. Great Automation options to follow-up with prospects, user friendly UI. Managing Contacts and Deals is quite easy. Emails reports, along with other reports, is wonderful. The Free version is definitely useful for someone who is just starting-up with enough features to get going. Form Creation is easy as well which can be effortlessly integrated with your website.

Their support team is slow in understanding issues. There is a clear disconnect between the Deals and the Contacts. Updating a Deal doesn't affect the related contact unless there is an automation in place for the same. The emails sent from AgileCRM, at times, seem to be flagged as spam.

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.

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.

The feature set of Agile is right up there with the best of the best, but at a much better price point. Agile has some great marketing automation tools such as drag-and-drop campaign building and full life-cycle email tracking.

It's not currently possible to have more than one email signature which is a real shame, as we would like to use different signatures and addresses for different campaigns. This is, however, a minor inconvenience when stacked against all the things that Agile DOES do.

Agile provides a reliable database for all things from quality findings to ECO change implementations. Customized reports are a nice feature and searching is made easy.

Agile has some limitations with ERP features, two different softwares are utilized due to needs of each department. Preference would be for a one stop shop.

I like the marketing & sales features of this CRM. We can create web forms to integrate to our website. I also like that this can be connected to our other online software which we daily use which then helps us ease the manual labor of entering everything in the CRM.

We can't save email history in this CRM. Yes it syncs with our Gmail but once an email is deleted, this will also be deleted in Agile. We really value each email from our customers and it would be great if Agile can work out how to get this feature available.

All modules are integrated: Marketing, Sales and Support.
The solution is very features rich, it is a good Hubspot replacement at a fraction of the price.

The support is based out of India, it is hard to understand the dedicated support person we have.
Also, it can take 1-2 weeks to get your support person on the phone, so if you have deadlines, you are in trouble.

Agile CRM is loaded with features that cost significantly more to access via other vendors. It has given me added capabilities that I can use to grow my business. Additionally, the customer service has been outstanding! They are always able to help!

The learning curve is a bit steep at first but once you learn the basics it is rather intuitive.

Agile CRM is really the best value for money CRM we have tried. You can manage all your business processes within the application. We really appreciate the marketing automation tool that makes really easy to launch an acquisition campaign.

The mobile app is not really good-looking, it could be great if they spend time on UI to optimize the experience.

I love the integration with Shopify and Zendesk. Each section is used for different areas of our business, and with every campaign, we find new tools to implement.

It took me a couple of tries to fully understand how to use the email tool, but once I figured it out, I found it to be very reliable.

I like the easiest to use interface and tools and features that let me automate my business which is amazing.

I think agile can improve their customer support a bit more and particularly there should have a paused or discard function to cancel any email sending.

Not only you can keep control of all the costumer interactions, but also you can do marketing and support with the same account, and is free for up to 10 users (limited, but free).

It lacks a good tutorial for most of the advanced features.

Agile CRM is a great sales software, it includes many things like marketing and services in one place, it also has sales tracking, automation, contact management, web analysis and many other things, and besides that, an excellent interface and very clean

The free version is very limited and you will have to pay for better reports and features, like everything

The program is easy to use, they offer great support, we are able to customise the software to suit our business. it has helped our marketing immensly.

There are no issues with this software that we have found that have not been completely sorted out by the technical support team, they have been terrific.

Very intuitive, easy to use and connects with many modern options such as Zapier (especially for Facebook ads leads).

Good customer service, which is prompt and duly, and internal notifications make this software a prime choice for many startups and small businesses, which gives them a very wide client base as an entry-level CRM that could serve even larger organizations as they ramp up.

Connecting things isn't the easiest, and it takes time until you understand how to turn leads from Facebook and whatnot into leads in the system; which may create redundancy and the need to clean up the system in the long run.

It became our sales, marketing, help desk and chat easier because now it is automatized and we can answer many customers at same time.

For free version, the automation is very limited, but if you sign up start version, you can see more things what this platform cans do.

It's Fast, Well-Organized, & Easy To Get Up And Running!

I don't have the budget or time to figure out the Landing Pages feature.

- 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

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