Agile CRM Erfahrungen

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

- 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

Zoho CRM und HubSpot CRM

Gründe für den Wechsel zu Agile CRM

Had the right feature-set and price balance for us at the time.

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.

Vorteile

The price of the software is nice, the features from a glance look really good but once you start using them is when you are in for a surprise.

Nachteile

The scheduling calendar is completely worthless. I would never in my life send a prospective customer to schedule an appointment as the time is in military time.

As a programmer myself, this is rather a simple fix. I brought it to their attention and even supplied code examples to apply that could remedy this.

The fact that they fail to provide a solution to the calendar shows that they disregard their customers and are completely lazy to provide a simple fix.

Why even a launch calendar like this? It is very sad actually, if you google it, requests has been made years ago by several customers! This is like installing a door but not putting a door knob on it. This is like taking a shower but failing to use soap or clean water.

The company is lazy and could care less about their customers. I have bad service by other companies but these guys take lazy to another level.

All the other features are half-usable (exit popups, push notification, etc).... if they put a little extra effort into things, this could be a nice piece of software.

If I was to wrap what I think about this software into one word... I would LAZY.

Vorteile

This software was indeed quite adaptable! I mean, it's like a gymnast on steroids: dynamic, flexible, and always ready for anything.The contact management system in Agile CRM impressed me the most. All of my contact information, including communication history and notes, can be stored and organized in a single location. The best part is that I can divide up my contacts into groups based on things like their interests, behavior, and demographics. It allows me to connect with my clients on a deeper level, like having a superpower.Agile CRM's deal tracking feature was another thing I adored. I feel like I have a personal sales assistant who helps me stay on track and organized. With a single click, I can forecast revenue, track deal progress, and manage my sales pipeline. The best part is that the mobile app lets me access all of this information from any location.The marketing automation tools were yet another feature that proved to be extremely helpful to me. It's like having an enhanced marketing team. I can nurture leads and turn them into customers by creating email campaigns, landing pages, web forms, and lead scoring systems. What's more, best of all, the framework is sufficiently shrewd to send the right message to the ideal client with impeccable timing.In general, I should say that utilizing Lithe CRM was a smooth encounter. It's like driving a sports car with perfect handling. It is adaptable, responsive, and always willing to go above and beyond.

Nachteile

I think there are a few things that could be improved.First of all, I found that the interface can sometimes be a little overwhelming. There are a ton of choices and highlights to explore, which can make it a piece mistaking for new clients. Although there are a lot of helpful tutorials and guides included in the software, it would be nice if the interface were a little bit more streamlined to make it easier to use.Furthermore, while the product is loaded with highlights, some of them feel a piece burdensome and not quite so cleaned as others. For instance, in comparison to some of the other features, the help desk system seems a little basic, and I sometimes found it a little hard to use.Lastly, despite the software's low cost in comparison to other CRM solutions, I found the pricing model a little perplexing. There are a number of service tiers to choose from, each with its own set of features, and it can be hard to figure out which one is best for your needs.Generally, while there are a couple of things that I might want to see improved, I actually believe that Agile CRM is an extraordinary answer for organizations searching for an adaptable, strong CRM framework. It's definitely something to think about because of its extensive feature set and easy-to-use user interface

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

Vorteile

AgileCRM offer the Score Lead and Star-Rank for People and Company, help you to priority your time to spend on account and feedback to marketing team on their campaign lead. Deal board offer 3 view as complex/tight/wide depend on what you want to see the distances of each stage. Product is offered, include discount too, save your time. People in Company show as table you could choose column and see information you want with scroll to right

Nachteile

Default size of column, if you choose much column system narrow size default column as Name it make user hard to recognize account with just few word. Report for only for enterprises plan if below you only offered Weekly Report. Deal Widget shown only line chart, piece chart for forecast revenue/ quantity of deals, cant click to see details

In Betracht gezogene Alternativen

Capsule und Pipedrive

Gründe für den Wechsel zu Agile CRM

They have the same layout as Three column page and better in report, forecast and customization for your need with your unique business and help your sales team.

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.

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.

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

Vorteile

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

Nachteile

User interface and report customization.

In Betracht gezogene Alternativen

Zoho CRM, Insightly und Pipedrive

Warum Agile CRM gewählt wurde

The relationship beetween price and features

Zuvor genutzte Software

OnePageCRM

Gründe für den Wechsel zu Agile CRM

It's a platform full of great features with no surprises in the fee.

Vorteile

- it's almost an all-in-one product, but at a much more accessible price
- for the most part, the product is easy to use and I like how you can setup automations in an intuitive way
- when used correctly, the power of the product is so insightful
- PRICE!

Nachteile

- I think the platform overall could do with a cleaner design
- Sometimes it can be a bit tricky to find the thing you need (but customer service have always been quick to help)
- Would love some newer and more modern templates in emails etc.
- LinkedIn integration would make a huge difference

In Betracht gezogene Alternativen

HubSpot Marketing Hub, Zoho CRM, Mailchimp und Marketo Engage

Gründe für den Wechsel zu Agile CRM

Mainly price, the free trial, and the breadth of features

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.

Vorteile

Good for marketing & sales.
Useful automatisation.

Nachteile

I would like to raise the question that the system requires you to buy unbranded emails. I have integration of Gmail & Mailgun for outbound emails. And recently by mistake, I have found that AgileCRM steals emails from billing (!!!). By mistake, it has been chosen incorrect email as a sender in the campaign (via Gmail api) and as i have limitations of 200 emails for this gmail account and also i know that via Gmail API impossible to send more than 100 emails, so AgileCRM should send them via Mailgun. However, I found out this emails also haven't been sent via Mailgun (nothing in the log). But AgileCRM considered that emails have been sent (21'000) and deducted money from billing (in other words if AgileCRM stealing your money). Support team know about this problem but they ignoring me. I am looking for other users which also lost money for a group court application against AgileCRM.

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

All-in-one platform: Agile CRM offers a comprehensive suite of features, including sales automation, marketing automation, and customer support. I appreciate having all these tools in one platform, as it streamlines my workflow and eliminates the need to use multiple tools.Customizable dashboards: Agile CRM allows users to customize their dashboards according to their needs, which makes it easy to view and manage important metrics and data.Affordable pricing: Agile CRM offers a range of pricing plans, including a free plan, which makes it accessible to businesses of all sizes and budgets.Robust integrations: Agile CRM integrates with a wide range of third-party tools and apps, such as Gmail, Outlook, and Zapier, which makes it easy to connect with the tools you already use

Nachteile

Limited customization options: While Agile CRM offers some customization options, I have found that they would like to see more flexibility in terms of customization.Occasional glitches and bugs: Like any software, Agile CRM may occasionally experience glitches or bugs that can be frustrating for users.Limited mobile app functionality: Agile CRM's mobile app has limited functionality compared to the desktop version, which can be a disadvantage for users who need to work on-the-go.

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Pipedrive

Warum Agile CRM gewählt wurde

There email solution is quirky.

Zuvor genutzte Software

HubSpot CRM

Gründe für den Wechsel zu Agile CRM

Ease of use

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 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.

Nachteile

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.

Vorteile

The Automatic Call Distribution helped us make our response time as short as 5 minutes which made our customers happy and reduced the chrun.

Nachteile

It didn't came with Call Tracking, Call List Management and Batch Processing.

In Betracht gezogene Alternativen

Odoo

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

Agile CRM is an all in one CRM for all our needs. We are into accounting industry and use this tool to manage our contacts and send then Newsletters whenever required. It has the Helpdesk section which will help you answer your customer queries from within the Helpdesk section.

You can create a Landing page and Knowledgebase in your Agile account and publish the same using your DNS server to make this accessible to your customers across the globe.

They have a very good Support team and their Onboarding sessions help you explore the features of the tool.

Nachteile

There are no such things that can't be liked in this tool. Everything is useful.

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.