Agile CRM Erfahrungen

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

In Betracht gezogene Alternativen

Warum Agile CRM gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Agile CRM

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.

Vorteile

The automated features, when they did work, were nice.

Nachteile

Pretty much every feature had some sort of flaw. From doing absolutely nothing when I clicked on it, to having some requirement that I had to call customer service for to find out. Their customer support is also a joke. After choosing your selection on the phone it will ring and ring then send you to voicemail without notification of doing so. Once you receive a call back, IF you do, you speak with someone you can barely understand, who basically told me that there is nothing they can do for me, their "teams" are working on fixes for my miscellaneous problems, and suggested I try other integrations as a work around. They couldn't give me an expected time they issues will be resolved. Upon trying their work around it wasn't what I needed at all. I was basically told "too bad" and to just sit and wait for a fix. Also, when you try to cancel your subscription it tells you that someone will have to call you to do so, and it could be over 48 hours until they do.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Agile CRM

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Warum Agile CRM gewählt wurde

Zuvor genutzte Software

Vorteile

Great features for the price. Nice User Interface. Intuitive.

Nachteile

Email marketing bounces back and other email challenges never really got resolved.

In Betracht gezogene Alternativen

Warum Agile CRM gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Agile CRM

Vorteile

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.

Nachteile

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.

Vorteile

The best thing about Agile CRM is the combination of CRM and marketing features, along with its very competitive pricing. I have tested many CRM softwares, and Agile CRM is by far the best for me.

Nachteile

The company behind Agile CRM launched 500apps, which includes crm.io; however, crm.io is not as yet as good and easy to use as Agile CRM. Agile CRM is not any more updated.

In Betracht gezogene Alternativen

Warum Agile CRM gewählt wurde

Gründe für den Wechsel zu Agile CRM

Vorteile

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

Nachteile

User interface and report customization.

In Betracht gezogene Alternativen

Warum Agile CRM gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Agile CRM

Vorteile

- 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.

Nachteile

- Organisation of different compartments within the tool can be a bit difficult

- Rich feature-set leads to a challenging learning curve to go over.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Agile CRM

Vorteile

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.

Nachteile

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.

Vorteile

I was drawn in by the lure of a free product.

Nachteile

I'm now unable to send even regular text-only emails from our company's gmail account to any yahoo account, regardless of the number of prior emails back and forth between the two. We effectively now cannot use email to communicate with our existing customers reliably.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Agile CRM

Vorteile

- 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

Nachteile

- 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.

Vorteile

Price
Customer Service (except for fixing bugs)
Hope/promise of it being awesome (which it never seems to rise to)

Nachteile

They never fix bugs, as they are always saying, "be patient, it will be "500apps" soon".
Clunky interface
Doesn't integrate fully with Gmail, despite them claiming it does. They fell out of favour with Google 18 months ago and haven't recovered.
Emails to clients bounce
WYSIWIG editor is not WYSIWIG or compatible with multiple devices- email formatting clunky

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Agile CRM

Vorteile

The idea is great, the ability to have all this functionality in one package. There is not much else I can say about Agile.

Nachteile

Basic functionality which is paramount on any CRM is useless. 30% of the email you send does not reach the recipient. I have contacted Agile 6 times about the same issue from support to top level management, and got zero response other than acknowledgement that this is serious and they would get back to me. Problem has been going for months.
Most of the functions are half complete, they are there but don't actually do anything, they have been purely added to say that they have the functionality however it serves no purpose.
My advise is don't get sucked into wasting your time and energy on this product as you will be very disappointed. Pay the extra money and get something that actually works. If you cant afford to do that, look at multiple applications that can offer the same service when combined. Just stay away from this thing.

Vorteile

is very friendly but that about it, they program has a lot of things to make your sales work but if you do not have the regular you wont have access to anything.

Nachteile

I did a review because I was very upset with agile here is the previous review: they are bad at costumer service I would have more luck working with a wall at least she would listed and act like she is trying to help, the manager for support was so horrible to work with when ask to help with option he didn't help me I trying to be as patient with them but I really feel that they just ripped us off. I did a previews review on them because so far was it was all good but once I did, it was like they did not want to try any more.

as of today they have help me with the problem and we manage to get everything resolve they saw the mistake the made and help us with the problem at hand I am very glad we could still work together because we know as company they have very easy CRM program to used

Vorteile

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.

Nachteile

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.

Vorteile

Agile CRM at one point was a great reasonably-priced solution for start-ups looking for basic contact management with some campaign management features, etc. Sadly, the Pros are long-gone and Agile CRM is nothing more than a scam today with most of the add-on features, as well as basic things like email, hardly ever working.

Nachteile

Campaign sending has been flaky for at least 8 months with emails consistently not being sent, no logs tracking info, and a customer service team that always responds "their back-end team will be taking a look at it". As these issues go on for weeks they still bill out the $79 / month enterprise fee per user plus add-on email costs without rectifying the issue. It's gotten so bad that at times users can't even reset their own password because AgileCRM's PW emails won't even send. They blame this on an internal API Key issue - again been weeks on something as simple as resetting your password. This is a total waste of a product at this point.

Vorteile

This is one of the most highly customizable CRM's I have found. the customizations and integrations are fantastic. Integrations of 3rd party software appears to be growing and is still a bit lacking but the key integration of google contacts sets if far apart from the competition.

Nachteile

It can be a bit on the tedious side to customize and set up. It is not simple enough for many would-be users and does require some above-average computer skills. On the plus side, the ability to customize so much more than other CRM's is also what sets it far apart from the competition.

Vorteile

Agile could be a good software, unfortunately it has so many bugs it is becoming impossible to work with it.

Nachteile

I know bug happens to every digital solution but it is not possible or acceptable to use a CRM not sending campaigns. I'm the CRM master for 4 startups and I'm facing bad bugs everyday which are making daily work a mess. All the flows are compromised by the campaigns not sent. Also they don't let you know they have a problem so big and if you talk with them the answer is "there is a delay". Days and days with campaigns blocked is not a delay, is a big failure for a CRM. There are also so many other bugs not solved from months like the Facebook integration... You buy the solution, you pay a solution and then clicking here and there you just realize you didn't buy the all package because there are several features, you were counting on, not working. Please fix your bugs.

Vorteile

I like that there are multiple features and uses for this software ranging from email marketing to contact management that can all be accessed in one place. The free plan includes some valuable uses as well.

Nachteile

The process for organizing and managing follow up calls and sales funnel movement involves too many steps, which reduces the simplicity factor considerably. This has caused me to have to use other functions that weren't intended for the use I ultimately use them for, which can be frustrating. Customer support is outsourced and scheduled in 30 minute blocks of time and once that time is up, you are cut off regardless of resolving your issue and are then directed to scheduling another block of time at a later date.

Nachteile

I run a small bankruptcy firm. I should't be having capacity issues mailing out to a relatively small pool(less than 8000) potential recipients. So low sticker price as long as you just use it for family and friends. I hate an upsell and actually miss Infusionsoft every day. Never thought I would say that. Why can't this be integrated in a meaningful sense with Dialpad such that our calls are logged in Agile automatically? I have to log them myself

Vorteile

- I have been using Agile CRM in my present company. It didn't take me long to understand the functionality of Agile CRM because of the user-friendly functions and a very simplified interface.

- It gives an option to add different tabs to the dashboard, which make it easier to understand the progress happing in the team.

- Can set the daily task on prior or schedule it accordingly and it will be visible at the dashboard. I never have to worry in case I miss out any task assigned to me.

- Creating leads is much easier in Agile CRM as it is integrated with other social application make it much easier to fetch the person details available on those sites.

- The reports and analytics are very intuitive and give better visibility.

Nachteile

Can improve on the customer support part.

Vorteile

A very powerful CRM with marketing automation mechanisms inside. Possibility to create email scenarios, to attribute points to actions done by leads to check the maturity before contacting them. Possibilities of action are really impressive (even in the free version). I really like the possibility to design the landing page within the solution and connect it to the website directly. You can create a whole scenario from social media to CRM attributing points to leads regarding the action they have performed. It's absolutely great. It's like having the power of a big sales team in the hand of one person.

Vorteile

Agile CRM is a lightweight tool that therefore is quite accessible. We used it at Agillic as our central sales CRM tool. Customer support is very helpful

Nachteile

Where do I start? Maybe it's the way we had it set up, but this was the most cumbersome tool for tracking sales opportunities that I've ever used. I found it exceptionally difficult to get the level of insight into sales management that I needed for my team; the mobile tool was largely useless (I used the website on my phone instead); it never really connected to advising sales teams what action they should do next.

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.