Agile CRM Reviews & Product Details

Customer service, weekly product updates, cloud based, great mobile app, feature rich

Everything disliked has been addressed and updated

Sales, marketing, automation, and user friendly for our reps have been incomparable to other CRMs

Easy of use and workflow make Agile a no-brainer.

I use Agile for two companies I own. Transitioning between two companies and two separate logins is cumbersome, especially with dual verification. Nothing I can deal with.

Cost effective way to database and email market under one platform

The all in one nature of Agile CRM is simply fantastic. It works seamlessly for us andhelps keep us on top of our customer connections

Apart from the odd integration that needs reconnecting, all is great. The only thing I would like to see added is repeating tasks.

Agile handles our sales funnel extremely well. Time saving is immense as Agile handles everything from website enquiry through to the end result.

Really impressed with the level of functionality for the price. The drag and drop for creating campaigns makes creation and management really easy. I looked at several other platforms taht are targeted for SMEs and they are all way more expesive. I've found the chat support to be really helpful and knowledgeable when I get stuck. If they can't solve the issue straight away they are very responsive about providing a full email response.

Some of the form design stuff takes a little while to get your head around.

A single CRM for all my business contacts and communications. Also gives me an easy way to run email and nurture campaigns for my client/prospects.

I love how visual everything is. I can see what leads to follow up and score them so that we can rate good quality leads, and also make sure we don't focus to heavily on the weaker ones.

None. I liked using it. it took a bit of getting used to but I think that was more on my side than the softwares.

Leads relationship and scoring. It helped to keep track so that I didn't forget to call clients etc.

This is the only free CRM that I have found that functions like a fully-paid and fully-featured package. I like how the base CRM features are pretty much unlocked, and there is enough freedom to try out the additional features, without ever feeling like I need to risk money just to figure out if I need the intergrations.

Sometimes the settings and options do not seem intuitive, and I've had to look up how to implement simple features and options.

My business is very much now Agile CRM-focussed, and almost my entire workflow revolves around Agile CRM.

Agile CRM integrates easily with Shopify and Zendesk, which has been incredibly useful. I use the app daily to track sales, manage leads, and set up marketing campaigns.

It took me a couple of tries to understand the email marketing tool, but now that I've figured it out, it's useful and reliable.

We were able to solve the ongoing issue of keeping in touch with contacts from previous custom transactions. The contact management tool has also made it easy to follow the team-wide progress of reaching out to new leads.

I like the organization and marketing features.

They are still working with email campaign subscription issues.

I am organized and can now track lead flow. I realized the benefit of doing more with my marketing.

Before I have started to use Agile CRM I have been through a very detailed research of the existing CRM solutions. Some of them seemed very good, but expensive, others were affordable, but were missing essential features. I needed something not too expensive, flexible, with easy implementation, not steep learning curve, offering integrations with multiple other software platforms and with good marketing tools as I am a marketing specialist. When I first tested Agile CRM it seemed to cover all of the above – friendly interface, a lot of integrations supported, not too expensive, easy to implement in our existing ecosystem of software platforms – our own and third party solutions. Our programmers integrated it very fast into our web based telemedicine platform and it started to work from the day one. For the time being we are using the integration with Sendgrid and everything works fine.

At the moment there is nothing which I dislike too much, so that I will want to describe it here as a downside of Agile CRM.

The features I use the most are the automated campaigns, which we use to measure the open rate, link clicks and also the actions following on our website. Based on the fulfillment of each step defined in the campaign we were able to segment very precisely our users with the excellent tagging system of Agile CRM, which supports unlimited options to describe and define your users. Based on this segmentation we were able later to decide how to proceed with every user based on his / her previous behavior. The e-mail templates are quite nice and you don’t need any additional external platforms to perform professional marketing. If you are used to make your templates in Mailchimp it is very easy to transfer them here as usage of code is supported as well as custom fields. The Web rules are also quite nice and efficient, the push notification as well. The option to filter the users based on the tags, one has attributed to them is of great help to organize your users and the ability to export a filtered segment in csv gives you endless possibilities for further processing and data management. The chronologic history of every user interactions with a company’s e-mail, website and support team gives real opportunity to know your users personally and offer them personalized services. I highly recommend Agile CRM as a reliable and versatile CRM and marketing solution.

Customer support are fantastic, always answering questions rather than having to use a forum (like other CRMs). Product is easy to use, has drag and drop functions, updates regularly, nice dashboard layout, simple to import/export contacts, email automation and campaigns suit a beginner, integration of email, domain, social media etc is all doable - oh, and quite a few other fancy things that I have yet to discover.

Nothing really. Having used other CRMs - Agile is by far the easiest to use and logical for a beginner (like me)

Email automation, landing pages, newsletter templates, contacting clients regularly with campaigns, syncing with my social media, reports and statistics, just to name a few!

I like the way it tracks the visitor from the start of their browsing and then takes leads directly from my website. The persons tracked information is then married with their IP / cookies and I keep an eye on where they went and when!

The default Form code is a little bit bloated - but using their plugins works a treat.

Its a reliable place for my leads to go into and I can keep track of client conversations.

Very robust and is easy for the user to create automations for drip campaigns and internal workflows.

The app is possibly too robust and could be slimmed down to fewer features that you use more often.

Automations that help me to not miss potential customers.

I like that I get access to a ton of relevant sales and marketing tools at a price I can afford being a small business. I have investigated a lot of CRM systems out there and to be honest a few of them I was really in love with, but I couldn't justify the price point. Agilecrm really does a lot more than just the basics and I can see myself growing with it as my needs for systemisation grows. The support is pretty amazing when you consider the cost. They have been able to get to the root of my problems and solved the issues I have been facing. In these days of everything happening though e-mail it is really good to talk to a person and getting a solution right away.

The system offers so many features that I have not yet checked it all out in detail. I found a few things that I didn't like, but when I talked to the right person in the support staff it turned out that there was a solution at hand. The documentation and help on ei youtube could be better - but I must say that the support have been very willing to help.

I am needed to move from sending out a newsletter to really work with e-mail marketing and for that I need to store and segment my contacts intelligently. Additionally I need to store all the contact information in a central location so what I can capitalise on it.

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).

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.

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!

The complete integration of tools makes life very easy. It's a "next generation" CRM package that outpaces the likes of MS Dynamics, Salesforce and others. It incorporates the marketing automation tools I need to manage multiple campaigns as well as my inbound and outbound calling. I love this product. In fact, I'm recommending it to my clients.

There are some user interface issues that could be improved: setting up email templates can be a bit cumbersome; setting up forms could be better templated as well.

Integration with my website, marketing automation, email campaigns, email and phone communications with my clients.