Om Agile CRM

Agile CRM är en komplett försäljnings-, marknadsförings- och tjänstesvit som är utformad så att små och medelstora företag ska kunna sälja och marknadsföra som företagen på Fortune 500-listan.

Lär dig mer om Agile CRM

Fördelar:

Ease of use, Price, standard integrations are easy to connect and the widespread connectors that support Agile CRM.

Nackdelar:

The inability to cancel despite following their instructions for cancellation to a tee.

Betyg för Agile CRM

Medelpoäng

Enkel användning
4,0
Kundservice
3,9
Funktioner
4,1
Valuta för pengarna
4,1

Sannolikhet att rekommendera

7,3/10

Agile CRM har ett totalt betyg på 4,1 av 5 stjärnor baserat på 433 användarrecensioner på Capterra.

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Filtrera recensioner (433)

Erik R.
Erik R.
Co-Owner + Videographer i USA
Verifierad LinkedIn-användare
Har använt programvaran för: 1 + år
Recensentens källa

Agile CRM is a Great First Step into the CRM World

5,0 för 4 år sedan

Fördelar:

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.

Nackdelar:

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.

Guillermo G.
Guillermo G.
Sales & Marketing Manager i Argentina
Verifierad LinkedIn-användare
Utbildningsförvaltning, 2-10 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

All I need to work in one place

4,0 för 3 år sedan

Kommentarer: The biggest benefit that this software has given me has been to optimize everything that has to do with the world of sales and marketing, generating the reports I need to demonstrate in the company how useful our strategies are, what aspects to improve, and generate our own leads, all in a very organized way and as its name says "agile".

Fördelar:

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.

Nackdelar:

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.

Zandrich M.
CMO/COO i Sydafrika
Verifierad LinkedIn-användare
Informationsteknologi och tjänster, 11-50 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Agile - More than just CRM

5,0 för 2 månader sedan Nytt

Kommentarer: With an enormous set of automated tools and processes, using Agile has become absolutely essential to our operation. Potential sales are monitored along with KPIs and success rates. Another aspect I personally appreciate is that dashboards are modular/extendible, allowing me a complete overview of everything that matters to my work at a glance.

Fördelar:

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.

Nackdelar:

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.

Övervägda alternativ: Neon CRM

Anledningar att byta till Agile CRM: Agile CRM was somewhat cheaper at the lower price point for SMBs, and offered greater functionality.

Jasmine D.
manager i Australien
Hälsa, välbefinnande och fitness, 2-10 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Do not use Agile if you want a service that you can trust

1,0 för 4 veckor sedan Nytt

Kommentarer: My overall experience with them was awful. They refused to give me any compensation for all the months of their product not working. trying to extract my data was a living nightmare and they wont give refunds even when their product fails.

Fördelar:

when i first signed up for agile it was quite good. it had a few bugs that i overlooked and decided not to use like webhooks and scheduling.

Nackdelar:

I used only the campaigns and tags. Over the last year the campaigns stopped sending emails and the last 6 months they stopped sending altogether. I was told this would be fixed time and time again for over 6 months and it got to the point where the guy on the chat told me to make an appointment call. I never received that call or any of the othersi tried to book in. They never sent me correspondence as they promised and if you try to call their customer care number it is cancelled. They did finally get my emails working and all of the email that had been in a cue for the past year got email that had thousands of dollars worth of updates that they werent entitled to in them. Then when i wanted to cancel they wouldn't call me to cancel (they require a phone call to cancel) and charged me ANOTHER month. you also cannot download your campaigns and have to apistakingly go through and either have a replacement app ready or post everything into a word document so you dont lose your data.

Jennifer P.
Managing Member i USA
Vd-kontor, 2-10 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Easy to Use, Configure, and Implement

5,0 för 2 månader sedan Nytt

Kommentarer: I have used and recommended Agile CRM for many years. It is very easy to use and configure and the cost is low compared to other CRM systems.

Fördelar:

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

Nackdelar:

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

Övervägda alternativ: Zoho CRM

Anledningar att byta till Agile CRM: The UI and functionality is just better than Zoho

Verifierad recensent
Digital Marketing Executive i Nigeria
Verifierad LinkedIn-användare
Informationsteknologi och tjänster, 51-200 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Agile CRM Review

4,0 för 3 år sedan

Kommentarer: Overall, I'd say I've had a pretty satisfying experience with the product, nothing out of the world, but gets the job done.

Fördelar:

- 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.

Nackdelar:

- Organisation of different compartments within the tool can be a bit difficult - Rich feature-set leads to a challenging learning curve to go over.

Övervägda alternativ: Zoho CRM och HubSpot CRM

Anledningar att byta till Agile CRM: Had the right feature-set and price balance for us at the time.

Verifierad recensent
Marketing Coordinator i USA
Verifierad LinkedIn-användare
Datormjukvara, 51-200 anställda
Har använt programvaran för: 1-5 månader
Recensentens källa

stop overpaying for other CRM systems

5,0 för 3 år sedan

Kommentarer: We use Agile CRM to manage leads that come in from our website or other sources, and manage the deals/prospects further down the funnel.

Fördelar:

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.

Nackdelar:

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.

Rob D.
Owner i Australien
Onlinemedier, 2-10 anställda
Har använt programvaran för: 2 + år
Recensentens källa

AgileCRM the ideal CRM for startups and small business

5,0 för 2 månader sedan Nytt

Kommentarer: Very satisfied and recommend to all my website small business clients.

Fördelar:

Ease of use and a logical approach to CRM. Easier to setup and link emails to software so can send directly from CRM.

Nackdelar:

Very little not to like, but design of lead capture forms could be more varied.

Jack M.
CEO i Kanada
Forskning, 2-10 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Stopped working and negative experience with support

2,0 för 2 månader sedan Nytt

Fördelar:

At first glance the product seemed like a great "do-everything" tool at an affordable budget. It does have a lot of features, when they decide to work.

Nackdelar:

Similar to another reviewer that mentioned the same thing emails just stopped working for us. They didn't go to spam, they just weren't sending. I contacted support about this and they didn't do much to help. I go to cancel and they tell me they need to call me first in order to do that. I don't have time to do that I just wanted to cancel the plan. So I message their team (to their credit they did message back immediately which is good) but when I explained to them I didn't have time to respond to an email or answer a call they just said "that's the procedure". The product not working was bad enough and the inflexible service was the icing on the cake.

Tiffany G.
Shift manager i USA
Mattillverkning, 11-50 anställda
Har använt programvaran för: Gratis provperiod
Recensentens källa

Easy use

5,0 för 2 månader sedan Nytt

Fördelar:

I love the customer support system they have very friendly and its a multi functional software program very user friendly as well

Nackdelar:

Nothing bad can I think of to say bad about this software it's multi user friendly and there support is Great as well

Adam D.
Customer Success Manager i USA
201-500 anställda
Har använt programvaran för: 1 + år
Recensentens källa
Källa: SoftwareAdvice

Agile is a Fantastic Solution in a Crowded Market

5,0 för 4 år sedan

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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.

Jaime N.
Founder & Marketing Strategist i USA
Verifierad LinkedIn-användare
Marknadsföring och reklam, 2-10 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa
Källa: GetApp

Amazing Complete CRM & Automation software: Great Infusionsoft or Salesforce alternative, for 10% of the price tag

5,0 för 6 år sedan

Kommentarer: As a small business owner, and founder of Bloominari.com, a digital marketing agency helping small businesses to grow their companies online through beautiful design, automation and marketing tactics I was in search of the best CRM and marketing automation software for a truly affordable price. After literally about 2 months of research of various CRM and marketing automation platforms I finally decided to take AgileCRM for a spin (It was easy to try it, as they have an always-free lite version). Immediately I fell in love with it's interface, ease of use, and easy-to-setup platform. I previously worked with Salesforce.com and Solve360 CRMS, and have also tried BaseCRM, SugarCRM and many others throughout my business life.

Fördelar:

- 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

Nackdelar:

- 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.

Svar för Agile CRM

för 6 år sedan

Hi Jaime, Thanks for your appreciation and support.

Joshua M.
Owner i USA
Ledningsrådgivare, Egenföretagare
Har använt programvaran för: 6-12 månader
Recensentens källa

Good little CRM for a great price

4,0 i fjol

Kommentarer: Great system for tracking and following up with clients through the sales, marketing and implementation phases of the customer relationship.

Fördelar:

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.

Nackdelar:

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.

Övervägda alternativ: HubSpot Marketing Hub och HubSpot CRM

Anledningar att välja Agile CRM: Hubspot was much more money for similar features

Tidigare programvara: HubSpot Marketing Hub och HubSpot CRM

Bill B.
Owner i USA
Informationsteknologi och tjänster, Egenföretagare
Har använt programvaran för: Gratis provperiod
Recensentens källa

Nice most-in-one CRM/Marketing engine for small biz

5,0 för 4 år sedan

Kommentarer: I need a place to store all of my interactions with contacts of all types. I need to be able to review a contact and know what stage we are in, last touch, next step, and simply who said what. Agile supplies all that. I want to improve my marketing outreach and I believe Agile will help me organize and systematize those efforts.

Fördelar:

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.

Nackdelar:

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,

Javier S.
CEO i Argentina
Underhållning, 11-50 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Great Customer Support and Features

4,0 för 2 år sedan

Fördelar:

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

Nackdelar:

User interface and report customization.

Övervägda alternativ: Zoho CRM, Insightly och Pipedrive

Anledningar att välja Agile CRM: The relationship beetween price and features

Tidigare programvara: OnePageCRM

Anledningar att byta till Agile CRM: It's a platform full of great features with no surprises in the fee.

Derek "storme" B.
Derek "storme" B.
Technical Director i USA
Verifierad LinkedIn-användare
Detaljhandel, 51-200 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Good overall system with a few glitches

4,0 för 4 år sedan

Kommentarer: We've got LOTS of information in here now, so at this point it would be more work to move than to just deal with the downfalls. Overall, my team has enjoyed the experience. I am a bit more technical so I am not as happy as they are. It has kept a great log of our consultants past and present, so in that respect - it has done it's job. I just feel like the cost (for 3 operators) does not justify the tool.

Fördelar:

Tags make it easy to compartmentalize different customers and the path to completion.

Nackdelar:

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.

Svar för Agile CRM

för 4 år sedan

Hi Derek, Thanks for your feedback. Our goal is to meet the needs of a growing business irrespective of its size. Our pricing model is the most affordable one in the market today and has been designed according to business requirements and its size. The tags feature helps you to segment your contacts and trigger necessary actions which take place instantly. For any further doubts on how to better use our tool for your needs, please contact our support team at [email protected]

Ken R.
Ken R.
CEO i USA
Verifierad LinkedIn-användare
Informationsteknologi och tjänster, 11-50 anställda
Har använt programvaran för: 2 + år
Recensentens källa
Källa: GetApp

Feature rich, easy to use application that combines Sales Management & Marketing Automation.

5,0 för 5 år sedan

Kommentarer: We were looking for a solution that allows us to work out of a single system for both, marketing automation and sales management. We wanted to make sure that we don't have to piece that combination together using plugins and add-ons but wanted a natively integrated solution. We tried many CRM's and ultimately ended up with agile CRM and have been happy users since. As your confidence in the tool grows, you will be surprised how much it can handle and how configurable it is without becoming a too complex. The support staff has also been world class. Our requirements have always been tended to promptly. Last but not least, it is incredibly well priced, easily 50%-75% cheaper than other, comparable vendors.

Fördelar:

- integrates sales management and marketing automation natively - easy to use - feature rich with a lot of add-ons - very well priced - great support team

Nackdelar:

- 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.

Slavica S.
Sales Operation Specialist i Kroatien
Hälsa, välbefinnande och fitness, 11-50 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Good value for Money

5,0 för 2 år sedan

Kommentarer: 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.

Fördelar:

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

Nackdelar:

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

David F.
David F.
Managing Partner i USA
Verifierad LinkedIn-användare
Mediaproduktion
Har använt programvaran för: 6-12 månader
Recensentens källa

The CRM that packs a punch and delivers the lead every time deserves some of the spotlight.

5,0 för 4 år sedan

Fördelar:

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.

Nackdelar:

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.

David M.
Managing Partner i USA
Informationstjänster, 2-10 anställda
Har använt programvaran för: 1 + år
Recensentens källa

SDR Feedback

4,0 för 2 år sedan

Kommentarer: My experience has been very good.

Fördelar:

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

Nackdelar:

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

Övervägda alternativ: Pipedrive

Anledningar att välja Agile CRM: There email solution is quirky.

Tidigare programvara: HubSpot CRM

Anledningar att byta till Agile CRM: Ease of use

Cam L.
Operations Manager i Australien
Utbildningsförvaltning, 2-10 anställda
Har använt programvaran för: 1-5 månader
Recensentens källa

Easy and clear

5,0 för 2 år sedan

Kommentarer: 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

Fördelar:

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.

Nackdelar:

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

Övervägda alternativ: Zoho CRM och Ninjodo

Anledningar att välja Agile CRM: Too many hidden costs in order to get the software to do what I wanted. Too many variability requiring real specialization.

Tidigare programvara: Salesforce Sales Cloud

Anledningar att byta till Agile CRM: seemed to do more of what I needed had greater support and was cost effective

Verifierad recensent
Directeur de la Relation Client i
Verifierad LinkedIn-användare
Internet, 201-500 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa
Källa: GetApp

Easy to use CRM for mid -range businesses

5,0 för 5 år sedan

Kommentarer: To run our e-commerce business, we had to choose between a best of breed CRM (sales centrics) and one covering every touchpoint of the customer journey. After considering and testing solutions like Salesforce, Prosperworks, we finally decided to go for Agile CRM, more likely to fit with our needs regarding the size of our business and the ability to configure by ourselves.
After several month of use, we integrated Agile with our CMS (WordPress-Woocommerce), Twilio (telephony and SMS services) and Clickdesk (Video and Live Chat).
We've contacted the support team twice, each time issues were efficiently solved. Templates for Marketing Campaigns are usefull and watching video tutorials is enough to set up and personnalize the solution by yourself. By the way, there is a lack of integration between our products database (in the CMS) and Agile CRM : importing contacts and deals is easy, but surprisingly we are unable to import products. Products have to be filled manually : it's time consuming. Beside products management, we strongly recommend Agile CRM for its easy-to-use features.

Fördelar:

- 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

Nackdelar:

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

Dennis H.
Dennis H.
Chief Engineer & Co-founder i USA
Verifierad LinkedIn-användare
Mat och dryck, 2-10 anställda
Har använt programvaran för: 1-5 månader
Recensentens källa
Källa: GetApp

Extremely Worthwhile Investment - Time & Money || We tried them all, and picked Agile ||

4,0 för 5 år sedan

Fördelar:

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!

Nackdelar:

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.

Alexandrine T.
Executive Assistant i Spanien
Internationell handel och utveckling, 2-10 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Alexandrine Tabeau (facc ohio and adexma only)

4,0 för 2 år sedan

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

Fördelar:

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.

Nackdelar:

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

Övervägda alternativ: Plezi, Sellsy, Zoho CRM och Odoo

Anledningar att byta till Agile CRM: Cost related to overall services

Simon james P.
Free Business Coaching i Italien
Informationsteknologi och tjänster, 2-10 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Great Software for Small Business and growing ones if you Compare Marketing Automation Software

5,0 för 5 år sedan

Fördelar:

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.

Nackdelar:

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.