Wer nutzt diese Software?

Kleine bis mittlere Unternehmen, die Verkäufe erfordern, Marketing- und Service-Automatisierung

Durchschnittliche Bewertung

247 Bewertungen
  • Gesamt 4.2 / 5
  • Benutzerfreundlichkeit 4.2 / 5
  • Kundenservice 4.1 / 5
  • Funktionen 4.2 / 5
  • Preis-Leistungs-Verhältnis 4.3 / 5

Produktdetails

  • Startpreis 8,99 $/Monat
    Preisinformationen
  • Kostenlose Version Ja
  • Kostenlose Testversion Ja, Kostenlose Testversion
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung 24/7 (Live Vertreter)
    Online

Angaben zum Hersteller

  • Agile CRM
  • https://www.agilecrm.com
  • Gegründet 2012

Über Agile CRM

Agile CRM ist ein All-in-one-CRM mit Vertriebs-, Marketing- und Service-Automatisierung in einer einzigen Plattform. Es verfügt über Sales-Tracking, Kontakt-Management, Marketingautomatisierung, Web-Analytics, Zwei-Wege-E-Mails, Telefonie und Helpdesk mit einer einfachen, sauberen und modernen Schnittstelle.

Agile CRM Funktionen

  • Aufgabentafel
  • Berichterstattung / Analyse
  • Erstellen von Unteraufgaben
  • Gamification
  • Gantt-/Zeitstrahlansicht
  • Management wiederkehrender Aufgaben
  • Mobiler Zugriff
  • Tabellenansicht
  • To-Do-Listenansicht
  • Verfolgung des Prozentsatzes bis zur Fertigstellung
  • Werkzeuge zur Zusammenarbeit
  • Zeitverfolgung
Der Softwareanbieter hat diese Information nicht vervollständigt.
  • Call-Center-Management
  • Dokumentenmanagement
  • E-Mail Marketing
  • Gebietsmanagement
  • Kampagnenmanagement
  • Kontaktmanagement
  • Kundenbetreuung
  • Landing Pages / Web-Formulare
  • Lead Scoring
  • Leadmanagement
  • Listen-Management
  • Marketing-Automatisierung
  • Produktkatalog
  • Projektmanagement
  • Tarife / Vorschläge
  • Umfrage-Management
  • Verfolgung von Interaktionen
  • Zugriffsquellen-Verfolgung
  • Angebote / Vorschläge
  • Aufgabenmanagement
  • Dokumentenspeicher
  • E-Mail Marketing
  • Gebietsmanagement
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Lead Scoring
  • Marketing-Automatisierung-Integration
  • Mobiler Zugriff
  • Segmentierung
  • Social-Media-Integration
  • Anrufaufzeichnung
  • Anrufprotokoll
  • Anruftext-Aufzeichnung
  • Berichterstattung / Analyse
  • Echtzeit-Chat
  • Eskalationsmanagement
  • Gemischtes Call-Center
  • Inbound Callcenter
  • Interaktive Sprachantwort
  • Kampagnenmanagement
  • Manuelles Wahlsystem
  • Outbound-Callcenter
  • Progressives Wählersystem
  • Prädiktive Wähler
  • Warteschlangenmanagement
  • Anrufaufzeichnung
  • Anrufer-Identifikation
  • CRM
  • IVR / Spracherkennung
  • Kampagnenmanagement
  • Konversion-Tracking
  • Stichwort-Nachverfolgung
  • Weiterleitung von Anrufen (Call Routing)
  • Einstellungen (Personalbeschaffung)
  • Ertragsmanagement
  • Gesundheitswerte
  • Gewinn- / Verlust-Analyse
  • Kommunikationsmanagement
  • Konto-Benachrichtigungen
  • Kontoverwaltung
  • Kunden-Lebenszyklus-Management
  • Kundenbindung
  • Nutzungsverfolgung / Analyse
  • Anrufaufzeichnung
  • Anruftext-Aufzeichnung
  • Berichterstattung über Anrufe
  • Call-Center-Management
  • Leadmanagement
  • Power Dialer
  • Preview Dialer
  • Progressives Wählersystem
  • Prädiktive Wähler
  • Umfragen
  • A/B-Tests
  • Abonnenten-Management
  • Automatische Antworten
  • Berichterstattung / Analyse
  • Bildbibliothek
  • CAN SPAM-Compliance
  • Drip-Kampagnen
  • Dynamische Inhalte
  • Ereignisgesteuerte E-Mail
  • Kundenbefragungen
  • Mailinglisten-Management
  • Mobil-ootimierte E-Mails
  • Vorlagen-Management
  • WYSIWYG-Email-Editor
  • Zielseiten / Web-Formulare
  • Datenwiederherstellung
  • E-Mail-Archivierung
  • E-Mail-Überwachung
  • Gemeinsamer Posteingang
  • Reaktions-Management
  • Routing
  • Spam-Blockierung
  • Unterschriften-Management
  • Warteschlangen-Manager
  • Whitelist / Blacklist
  • A/B-Tests
  • Ereignisbasierte Benachrichtigungen
  • Kampagnenmanagement
  • Segmentierung der Audienz
  • Standortverfolgung
  • Team-Management
  • Automatisches Aktualisieren
  • Bildverwaltung
  • Haftungsausschluss
  • Inhaltserstellung
  • Kampagnenspezifische Signatur
  • Soziale Medien
  • Unterschriften-Management
  • Vorlagen
  • Abzeichen-Management
  • Bonus-Verwaltung
  • Feedback-Management
  • Für Call Center
  • Für Einstellungen (Personalbeschaffung)
  • Für den Vertrieb
  • Für die Bildung
  • Leistungskennzahlen
  • Nachverfolgung von Ranglisten / Aktivität
  • Werkzeuge zur Zusammenarbeit
  • Wettbewerbs-Management
  • Zielsetzung / Nachverfolgung
  • für Entwickler
  • Automatisiertes Routing
  • Dokumentenspeicher
  • E-Mail-Integration
  • Echtzeit-Chat
  • IT-Asset-Management
  • Kundenspezifisches Branding
  • Management von Dienstgütevereinbarungen (SLA)
  • Multi-Channel-Kommunikation
  • Netzwerküberwachung
  • Self-Service Portal
  • Ticket-Management
  • Verfolgung von Interaktionen
  • Warnungen / Eskalation
  • Wissensbasis-Management
  • E-Mail Marketing
  • Ereignisgesteuerte Aktionen
  • Kanalmanagement
  • Kontakt-Datenbank
  • Leadmanagement
  • Mehrere Kampagnen
  • Call-Center-Management
  • E-Mail-Management
  • Leistungskennzahlen
  • Live-Chat
  • Self-Service Portal
  • Social-Media-Integration
  • Terminverwaltung
  • Umfragen & Feedback
  • Virtueller Assistent
  • Warnungen / Eskalation
  • Warteschlangenmanagement
  • Wissensdatenbank
  • Workflow-Management
  • Besucher-Identifikation
  • Kontakte entdecken
  • Kontakte importieren/exportieren
  • Lead Scoring
  • Lead Segmentierung
  • Lead-Datenbank-Integration
  • Lead-Erfassung
  • Lead-Pflege
  • Pipeline-Management
  • Planungs-Tools
  • E-Mail-Antworten-Kontrolle
  • Katalogisieren/ Kategorisierung
  • Kundenbetreuung-Tracking
  • Kundendienst-Analyse
  • Leistungskennzahlen
  • Live-Chat
  • Self-Service Portal
  • Suche
  • Wissensmanagement
  • Agile Methodiken
  • Anpassbare Vorlagen
  • Budgetmanagement
  • Gantt-Diagramme
  • Ideenmanagement
  • Kanban-Tafel
  • Kundenportal
  • Meilensteinverfolgung
  • Portfoliomanagement
  • Ressourcenmanagement
  • Traditionelle Methodiken
  • Verfolgung der Kosten bis zur Fertigstellung
  • Werkzeuge zur Zusammenarbeit
  • Zeit & Kosten Verfolgung
  • A/B-Tests
  • Ablauf-Benachrichtigungen
  • Analytik
  • Benachrichtigung planen
  • Geo-Zielgruppenerfassung
  • Geräte-Targeting
  • Kampagnen-Segmentation
  • Kontextabhängige Zielansprache
  • Mobile Benachrichtigungen
  • Visuelle Benachrichtigungen
  • Web-Benachrichtigungen
  • Berichterstattung / Analyse
  • Geplanter Nachrichtenversand
  • Kontaktmanagement
  • Kurzwahlnummern
  • MMS
  • Massen-SMS
  • Mobile Coupons
  • Mobile Keywords
  • Nachrichten-Personalisierung
  • Text-to-Win (Text-Nachrichten für Gewinnspielteilnahme)
  • Umfragen/Abstimmungen
  • Zwei-Wege-Messaging
  • Angebotserstellung
  • Anrufmanagement
  • Chancenmanagement
  • E-Mail Marketing
  • Gebietsmanagement
  • Kampagnenmanagement
  • Kanalmanagement
  • Kontaktmanagement
  • Kundendatenbank
  • Leadmanagement
  • Leistungskennzahlen
  • Provisionsmanagement
  • Verkaufsprognose
  • Vertragsmanagement
  • Vertriebsaußendienst-Management
  • Zugriffsquellen-Verfolgung
  • Dashboard
  • Empfindungsanalyse
  • Folgenabschätzung
  • Konfigurierbare Warnmeldungen
  • Kundenbindung
  • Nachverfolgung von Influencers
  • Reputationsmanagement
  • Segmentierung der Audienz
  • Trend-Verfolgung
  • Wettbewerbsanalyse
  • Analytik
  • Automatisiertes Veröffentlichen
  • Content-Management
  • Filtern nach Keyword
  • Kontaktmanagement
  • Konversion-Tracking
  • Kunden-Zielgruppenansprache
  • Nachterminierung
  • Verwaltung mehrerer Konten
  • Benutzerinteraktion-Nachverfolgung
  • Empfehlungsquelle nachverfolgen
  • Kampagnenmanagement
  • Konversion-Tracking
  • Seitensuche-Nachverfolgung
  • Seitenzugriff-Tracking
  • Stichwort-Nachverfolgung
  • Verwaltung mehrerer Websites
  • Zeit auf der Website nachverfolgen
  • Ziel-Nachverfolgung

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Die hilfreichsten Reviews für Agile CRM

All I need to work in one place

Bewertet am 19.7.2019
Guillermo G.
Sales & Marketing Manager
Bildungsmanagement, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Agile is a Fantastic Solution in a Crowded Market

Bewertet am 28.11.2018
Adam D.
Customer Success Manager
201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
Quelle: SoftwareAdvice
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

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

Bewertet am 26.10.2018
Bill B.
Owner
Informationstechnologie & -dienste, Selbstständig
Verwendete die Software für: Kostenlose Testversion
Quelle des Nutzers 
5/5
Gesamt
3 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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,

Agile CRM is a Great First Step into the CRM World

Bewertet am 17.4.2018
Erik R.
Co-Owner + Videographer
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis

Vorteile: 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.

Nachteile: 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 overall system with a few glitches

Bewertet am 15.8.2018
Derek "storme" B.
Technical Director
Einzelhandel, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
3 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Antwort des Softwareanbieters

von Agile CRM an 22.8.2018

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 support@agilecrm.com.

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