Agile CRM Erfahrungen

A review of a complete CRM

Kommentare: I liked the fact that it combines price and efficiency and ease of use for all types of businesses.

Vorteile:

Its best advantage is that it is free of charge and even the paid price for 50,000 contacts and more is very low at around $9 per user. It is also a very powerful CRM that generates specific reports.

Nachteile:

At times I have experienced some deficiency in Customer Service. It also lacks some functions such as project management, something that certain competencies do have.

All I need to work in one place

Kommentare: 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".

Vorteile:

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.

Nachteile:

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.

Very limited contacts

Kommentare: Spent a lot of time setting up base contact database only to learn that contacts cannot share email addresses. THE ENTIRE AgileCRM suite requires Contact to have a unique email address in order to work. Zero notion of households, families, groups which share accounts or emails. Absolutely insane that a "modern" CRM determines uniqueness by email address. Contacted support and their response was to put dummy data into email address and that no other customers complain. Unbelievable response to put garbage data into a CRM as a work around which then negates nearly all the other functionality e.g., Campaigns, Emails, Tracking, etc. What a massive disappointment and waste of time.

Vorteile:

Potentially robust functionality of campaigns, mail, newsletters, etc.

Nachteile:

Very limited functionality if contacts need to share an email address. Poor, borderline arrogant support.

Content management

Kommentare: A very wonderful experience and still like you

Vorteile:

The application is easy to use and provides a range of great content management services and features .

Nachteile:

I didn't find any cons in that it's a good application

Cost-efficient and top-performing CRM software

Kommentare: I had a good time working with agile crm For my email marketing and tracking and helped me in my business

Vorteile:

A powerful and all-encompassing CRM tool, Agile CRM assists businesses of all sizes in streamlining their operations and augmenting customer satisfaction. With a broad array of features and functionalities, it simplifies contact management, lead tracking, marketing automation, and customer data analysis. Furthermore, it's user-friendly and offers excellent customer service

Nachteile:

Agile CRM currently offers support for six languages, but expanding the tool to include more languages would be a valuable addition

They do not care to make the product work anymoer

Kommentare: 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.

Vorteile:

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

Nachteile:

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

Superb marketing and sales automation software.

Vorteile:

Agile CRM stands out as a remarkable CRM platform that empowers businesses to efficiently handle customer relationships and sales. This platform provides an extensive array of functionalities, such as automated email campaigns and customizable dashboards, that simplify the retrieval and interaction with customer data. Agile CRM's user-friendly and intuitive nature renders it a perfect selection for businesses regardless of their scale. By leveraging its comprehensive toolkit, businesses can optimize their customer relationship management procedures and boost productivity levels.

Nachteile:

This application is exceptional; I have no objections. The user interface is easy to use, and the customer support is outstanding.

Top-notch and cost-effective CRM software

Vorteile:

Agile CRM stands out as an affordable and user-friendly customer relationship management (CRM) solution that offers a wide range of powerful features for effectively managing customer relationships. The process of setting up an account is simple and hassle-free, and the level of customer support provided is exceptional. Based on my personal experience, this CRM has surpassed my expectations and delivered a consistently positive and satisfactory experience.

Nachteile:

Up to this point, the platform has been exceptional, and I haven't come across any problems

Agile CRM: A Complete and Customizable Solution for Effective Customer Relationship Management

Vorteile:

Agile CRM caught my attention because it is a complete CRM platform that offers a wide range of features and tools. From contact management to sales automation, marketing automation, and customer service, Agile CRM covers all the bases. The user interface is straightforward and easy to use, making it a breeze to navigate through the platform. But what really impressed me was the level of customization it provides. I can easily customize the CRM to suit my specific needs and workflows, ensuring that I have the most effective tools at my disposal. Whether I need to manage my contacts, automate my sales processes, or engage with customers through marketing campaigns, Agile CRM has got me covered. It has truly transformed the way I manage my customer relationships and has become an indispensable tool for my business.

Nachteile:

AgileCRM stands out as the top choice for user-friendly software. Without any hesitation, I can assert that it is exceptional, and I have no grievances whatsoever.

This CRM is exceptional and designed with user-friendliness in mind.

Vorteile:

I highly recommend Agile CRM to any business seeking to improve their customer relationship management. The platform's user-friendly interface and intuitive navigation have made it effortless for me to stay organized and on top of my customer interactions. Moreover, the extensive range of features available is unmatched, and the ability to automate repetitive tasks has been a real game-changer. Overall, my experience with Agile CRM has helped me feel more in control and organized in managing my customer interactions, and I would strongly recommend it.

Nachteile:

The addition of WooCommerce integrations like PrestaShop and Square Space would be highly desirable. With more options available, users would have greater flexibility in configuring their online stores.

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

Kommentare: 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.

Vorteile:

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

Nachteile:

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.

Agile CRM is a top-notch program that we've successfully integrated into our company.

Vorteile:

Our organization relies heavily on Agile CRM for daily operations, as it's utilized across all departments to handle various tasks, both large and small. The automation features have significantly reduced our workload, and the reports and dashboards are consistently beneficial. We particularly appreciate the contact management and lead-to-opportunity tracking functions.

Nachteile:

At present, we are limited to 25 custom fields for contacts, companies, and deals. We believe that having additional custom fields would enable us to include more specific information, which would be highly beneficial.

Easy to use and integrate

Kommentare: I have found it to be a great tool for managing customer relationships, automating marketing tasks and tracking leads. It is easy to use and has a lot of features that make it a great choice for small businesses.

Vorteile:

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.

Nachteile:

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.

Agile CRM review

Vorteile:

Agile CRM is a tool I use to arrange, automate, monitor and control customer interactions. Specifically, it helps me strengthen customer relationships and engagement.

Nachteile:

Agile CRM is a useful tool, however it has some limitations:- Weak integration and customization abilities.- Insufficient client service- Expensive

The All-in-One CRM Solution for Small Businesses

Vorteile:

I recently switched to agilecrm after trying out several CRMs and I couldn't be happier. The all-in-one solution is incredibly powerful, yet incredibly simple to use. It has saved me a ton of time and energy by allowing me to automate many of my customer relationship processes. If you're a small business looking for the perfect CRM - look no further than agilecrm!

Nachteile:

The UI/UX could use some improvement as it can be somewhat complex to understand for beginners. With a little bit more focus on usability, it would be an even better product and easier to use for new users.

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Good overall system with a few glitches

Kommentare: 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.

Vorteile:

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

Nachteile:

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.

Agile - The best CRM tool in the market

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

Vorteile:

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.

Nachteile:

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.

Really fed up with Agile

Kommentare: God. Awful. Avoid this like the plague. I'm only still using it because we're contractually bound at this point.

Vorteile:

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.

Nachteile:

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.

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

Kommentare: 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.

Vorteile:

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

Nachteile:

- 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.

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

Vorteile:

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!

Nachteile:

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.

Easy to use CRM for mid -range businesses

Kommentare: 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.

Vorteile:

- 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

Nachteile:

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

Agile CRM - The best management tool

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

Vorteile:

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.

Nachteile:

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.

Buggy and the support is not reliable

Vorteile:

The GUI has a nice look and feel and they have a lot of different features. The addition of mass emailing option is a nice addition, but the pricing is a bit off (it gets very expensive very quickly)

Nachteile:

The GMail gadget stopped working, the import of the deals/opportunities didn't work correctly and after days and days of support and endless "Thank you for your continued patience" the problem wasn't resolved. What's even worse, their support staff has a habit of either not calling when agree or not providing answers when they promised they will. The product is otherwise competitively priced and has a nice interface, but some serious quality and support issues.

Really wanted to like this one

Kommentare: I've been searching for a new CRM for my real estate business. I need something cost-effective, and that I'll actually use. I had high hopes for Agile, as the price is definitely right. Sadly there are several ways this program falls short.

Vorteile:

Agile CRM has a great interface--clean, simple, easy to understand. Linking my IMAP email was easy. Click on a contact, and it brings up all your interactions (emails) in a spiffy timeline. The Deals page stands out, as milestones are arranged as simple columns--it's easy to see where all your deals stand.

Nachteile:

There doesn't seem to be any way to customize the layout--for example, I don't need to see Companies or Cases, but I can't hide them. The biggest issue with Agile is glitchy software. The CRM provides integrations with Facebook, Twitter and Google + but I am constantly having to re-authorize Twitter and Google +. When you add a contact it suggests Facebook, Google + and Twitter profiles that could match, but it doesn't do a very good job (many contacts with large social media presence were not discovered). As well, there is no way to check out the social media profiles the system suggests to see if it's correct, as once you click on one, it attaches it to the contact. Support is 'over eager'. Once I signed up, a support person phoned me at 5:50am (my business hours of 9am-6pm and time zone were already configured). Then he emailed me, suggesting I book a time with him for Q & A, which I did, at 11am. He then called me at 10:30am asking if I needed anything immediately before our call. I spoke to him on our call at 11:00am and then he called me AGAIN that afternoon to see if I had any questions. He also emailed me multiple times. Since then, I've had another support person email me multiple times as well. This aggressivness really turns me off.