Agile CRM

AgileCRM automates digital marketing for us

주석: Agile CRM is the most important program within our company. We use it for the purpose of preserving our customer and prospect databases, managing email rounds, tracking contracts, reporting and a bit of marketing automation. We will often bring people in for a short period of time to use the system, especially if they are in a project management position. The mobile app, which has just been released, is excellent and offers almost all the fundamental features of the web version.

장점:

Agile CRM has some very remarkable Marketing Automation abilities that we are exploiting for now. It is possible to set up fundraising strategies, automated responses, and with Workato, it is possible to do even more. Agile CRM helps us get an accurate idea of where we are with respect to any possible deal. It monitors the replicas we enter freehand along with exhibits email correspondence and associated people, and handles things with the simple drive of a mouse. It is such an important portion of our company that you may not imagine an existence without it. If we didn't have it, it would mean missing important calls, not having up-to-date contact with many customers, suppliers and prospects, and losing track of them.

단점:

At the negotiation table, I would like Agile to report the number of days the agreement has lasted in that position. This information can be found in different places, but owning it on the Kanban board would be wonderful. I would like Agile CRM to also exhibit a figure of how existing marketing campaigns and automations relate to each other, in order to avoid nasty or repeated emails and other actions. It would be significantly more optimal if it were possible to access more information on the screen so you wouldn't have to dig so far outside the program and make decisions before executing your projects.

Great Customer Support and Features

장점:

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

단점:

User interface and report customization.

Good CRM but with some major ongoing bugs that they will not resolve

주석: I have been using since 2008 - connecting JSON nodes to read data directly from Google sheets. I know more about Agile then most of their own staff. I have brought this exact issue many times.... and no change. So beware of this company, and the stupid bugs they refuse to fix.

장점:

Emails are cheap to send -- JSON node is very powerful allowing high levels of integration and automation.

단점:

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.

Fantastic CRM system

주석: I had integrated the agile CRM with facebook and since we had ads running to capture leads, it was spectacular, because the automation was ready, there was a lot of engagement with customers and they felt special.

장점:

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.

단점:

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.

Easy and clear

주석: Very easy. The support has been very patient and been very informative with some great ideas about how I can get the best out of the software. Huge thanks

장점:

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.

단점:

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

They do not care to make the product work anymoer

주석: We've used Agile CRM for probably 2 years now, but it got to where you'd get a blank screen other than the menu on the side and top, and complaining about it to the team got no results.

장점:

It integrated well with Wordpress for lead capture, and it showed me what pages a lead would visit and on what device

단점:

The mobile phone app is just a webview, and the webview is sort of broken

Virtual Quality Account, Ease of use

주석: Simple using for only recorded and track deal is fine. If you expect to know in depth as Report, Forecast in Details, Customization as your needs this not a best choices.

장점:

AgileCRM offer the Score Lead and Star-Rank for People and Company, help you to priority your time to spend on account and feedback to marketing team on their campaign lead. Deal board offer 3 view as complex/tight/wide depend on what you want to see the distances of each stage. Product is offered, include discount too, save your time. People in Company show as table you could choose column and see information you want with scroll to right

단점:

Default size of column, if you choose much column system narrow size default column as Name it make user hard to recognize account with just few word. Report for only for enterprises plan if below you only offered Weekly Report. Deal Widget shown only line chart, piece chart for forecast revenue/ quantity of deals, cant click to see details

The most cost-effective marketing automation and CRM solution I can find

주석: I was originally looking for a marketing automation system for myself, but most are incredibly expensive. I decided to try it and, after a brief learning period, have really fallen in love with it. I've ended up recommending it many of my B2B clients and startup clients, who similarly are limited in budget. They are sceptical at first but then realise just how much it can do and how it can replace lots of existing disjointed (and expensive) tools. Look, I'm sure Hubspot and the likes have benefits in some areas - but when you account for the cost difference it really is difficult to justify spending so much more!

장점:

- 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!

단점:

- 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

My Review Of AgileCRM

주석: I love it, and have also installed the free version for my own brand

장점:

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

단점:

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.

90% Off Sales.Force

주석: I needed a CRM that I can use to track my leads and sales pipelines for a variety of things I do. Agile CRM honestly does well, except its ui/ux is not very friendly, and I get lost quite often, and there's lots of tabs and clicking to get to where I want to be. It is a very complex solution for complex company. Unfortunately, I just want things simple for my simple brain. I opted for a simpler CRM solution with more exciting Ui & Ux but less functionality.

장점:

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.

단점:

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.

Agile is a Fantastic Solution in a Crowded Market

주석: I feel like I am becoming a CRM expert. I have used and suggested many CRMs over the years, and I feel like I have seen it all. When I look for a CRM in 2018, I ask myself 3 questions. Question 1: Who is going to use these features? If my team lacks tech savviness, if they are going to be picky about the UI, or if they are used to a different platform, you could run into problems. At the end of the day, a CRM should be invisible, and it should be as natural as using your body. If you team struggles to use their tools, you will run into problems. There's no point in blaming your team if the tool is hard to learn. The job needs to be done either way. (Keeping a mobile option in mind is a good idea as well. Don't underestimate the value of client's won at a bar.) Question 2: How quickly will the system be up to 100% functionality? Every day that you team has to track client data on Post-Its is a day that you're throwing information in the trash (and hanging your Marketing + Support out to dry). Expect a month to get set up, but anything over 3 months is too long. Even if you're an enterprise, you can't afford to fly blind for that long. Also, integrations, integrations, integrations... If the sales rep can't demo a tool you use daily running on their CRM, demand a "no commitment demo" period. Most companies will try to lock you into a one year commitment, but it is perfectly reasonable to know everything works together in harmony. Question 3: Is this the right price for me? The thing about CRMs is that there are hundreds of them. It's impossible to say which one is right for you because in reality, there are probably a dozen you will love. If you feel that you are down to 2 or 3 CRMs that seem identical, they probably are... Go for the one that is priced right and ready to scale WITH YOU. Agile is great on all these fronts. Easy to use. Beautiful UI. Easy to set up. Very affordable option. Love 'em. You won't be disappointed.

장점:

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.

단점:

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.

AgileCRM steals emails from billing (!!!)

장점:

Good for marketing & sales. Useful automatisation.

단점:

I would like to raise the question that the system requires you to buy unbranded emails. I have integration of Gmail & Mailgun for outbound emails. And recently by mistake, I have found that AgileCRM steals emails from billing (!!!). By mistake, it has been chosen incorrect email as a sender in the campaign (via Gmail api) and as i have limitations of 200 emails for this gmail account and also i know that via Gmail API impossible to send more than 100 emails, so AgileCRM should send them via Mailgun. However, I found out this emails also haven't been sent via Mailgun (nothing in the log). But AgileCRM considered that emails have been sent (21'000) and deducted money from billing (in other words if AgileCRM stealing your money). Support team know about this problem but they ignoring me. I am looking for other users which also lost money for a group court application against AgileCRM.

The Entire Product is Deeply Flawed and Useless

주석: From the beginning, Agile was an inflexible tool that I managed to use for the very simple tasks of sending out newsletter and other marketing outreach. Reporting was not helpful and seeing lists of contacts was difficult to achieve. Now that the mailing functionality no longer works, we are shifting to a different system.

장점:

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

단점:

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 a Great First Step into the CRM World

장점:

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.

단점:

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.

Good value for Money

주석: The support team is very patient and they have schedules available for training 24*7 for each module and there is no restriction for training. Easy to use, available on mobiles and PC.

장점:

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

단점:

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

SDR Feedback

주석: My experience has been very good.

장점:

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

단점:

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

Not good, need lot of improvements and a good developer team

주석: Worst experience.

장점:

Simplicity, nothing else to like in the CRM.

단점:

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.

Alexandrine Tabeau (facc ohio and adexma only)

주석: very positive eventhough some of the features should be easier

장점:

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.

단점:

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

Generous offer of features

주석: agile has made things easy. Now we can conduct successful marketing
campaigns not only with our own knowledge, but using the expertise of Agile and making
sure there isn’t anything missed. Have addressed most CRM features for the ease of our
clients to maintain a healthy link between the customer and organization. Have reduced
waiting times with the IVR feature, self service portal etc. generous number of features
for marketing/ sales management. All this for final achievement of revenue/sales
budgets. Achievement of customer satisfaction goals thereby building a loyal customer
base which helps in increasing market share through references.
Together with the above, a professional support team and the cost? probably about 10%
of the cost of competitive products which means a saving of 900%. And of course you
have the chance to experiment with the trial version. AgileCRM is truly agile. The name
speaks for itself.

장점:

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.

단점:

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

It shortened our response time

장점:

The Automatic Call Distribution helped us make our response time as short as 5 minutes which made our customers happy and reduced the chrun.

단점:

It didn't came with Call Tracking, Call List Management and Batch Processing.

Agile CRM delivered its promise and exceeded my expectations

장점:

There are a lot of pros regarding Agile CRM. To name a few: easy to setup and use, great features for all departments (marketing, sales, accounting etc) and very agile (can adapt to your specific business needs extremely well). Although all the expected functionality is in Agile, there are a lot of integrations for specialized tasks which is very important for being able to have visually "one system". Being able to have the free plan for more than a month was very important as it requires a lot of time to check and select a CRM. Also the free plan provides all the functionality you need to test and learn the CRM. Great support and the price is really good! It saved me a lot of time, money and because of it, I provide more professional services and I'm able to scale much more quickly and have control over by business.

단점:

The support they provide could be improved. Representatives with higher expertise in Agile would be good as well as offering support during weekends.

Agile CRM - The best management tool

주석: One of the best management tool in current market with low cost. With minimal amount we can easily maintain our project.

장점:

We can easily track all our project related tasks and all. We can schedule appointments in this tool which is best so far.We can track the work done by every individual easily and also we can micro manage our project. We can track the tickets raized by our customers easily.

단점:

Sometimes CRM goes down and we cant use the Agile in the down time creates a lot dependency on that tool. Also customer support should be increased for paid members for continuous usage of their application.

agile crm product - An all in one CRM for all your business needs

주석: Exceptional!!

장점:

Agile CRM is an all in one CRM for all our needs. We are into accounting industry and use this tool to manage our contacts and send then Newsletters whenever required. It has the Helpdesk section which will help you answer your customer queries from within the Helpdesk section. You can create a Landing page and Knowledgebase in your Agile account and publish the same using your DNS server to make this accessible to your customers across the globe. They have a very good Support team and their Onboarding sessions help you explore the features of the tool.

단점:

There are no such things that can't be liked in this tool. Everything is useful.

Agile as a CRM

주석: I ended up cancelling my subscription as parts of the CRM did not function properly, especially marketing automations

장점:

The price was attractive and the client database was comprehensive.

단점:

Marketing Automation was not reliable at all.

Agile - The best CRM tool in the market

주석: The best CRM tool in current market in my opinion . Very cost effective and easy to use.

장점:

We can easily track our project related stuff and tasks in Agile. We can micro manage tasks using Agile . The main goal of Agile CRM is improve business relationship . The name itself indicates Customer Relationship Management.Also it is a cloud based tool where we dont need to maintain any servers from our side.

단점:

Customer care service should be increased a lot at least for the paid customers.Down time of the tool must be decreased i.e scheduled downtime.