Agile CRM


 

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management, a landing-page builder and knowledge base functionalities.

The contact management module lets users record and access customer data such as contact information, interaction records, social-media accounts and lead scores. The software also offers email integration, which allows users to sync data with email services including Gmail, Microsoft Exchange and Office 365 and IMAP services.

Users can track website visitors to analyze customer behavior, and marketing automation tools help users create marketing workflows with a drag-and-drop interface. Users can also send automatic reminders based on time and contact options.

Agile CRM also includes task management functionality. Users can drag-and-drop tasks in lists, sort tasks, add notes and update task status.

Social media integrations allow users to publish and respond to posts on social channels such as Facebook, LinkedIn and Twitter. Pricing is per user per month. Phone and email support is available.

 

Agile CRM - Correspondence history
 
  • Agile CRM - Correspondence history
    Correspondence history
  • Agile CRM - Drag and drop interface
    Drag and drop interface
  • Agile CRM - Create template
    Create template
  • Agile CRM - Theme and layout
    Theme and layout
  • Agile CRM - Opportunities
    Opportunities
  • Agile CRM - Telephony preferences
    Telephony preferences
Sistemas operativos compatibles:
Mac OS, Navegador web (independiente de SO)

393 reseñas sobre Agile CRM

 

Erik R.

17/4/2018

17/4/2018

Fuente de la reseña: Capterra

Agile CRM is a Great First Step into the CRM World

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Puntos a favor

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.

Puntos en contra

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. Especialidad: Administración educativa Número de empleados:  2-10 empleados Número de empleados:  2-10 empleados

19/7/2019

19/7/2019

Fuente de la reseña: Capterra

All I need to work in one place

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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".

Puntos a favor

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.

Puntos en contra

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.

Brandon D. Especialidad: Aerolíneas/aviación Número de empleados:  2-10 empleados Número de empleados:  2-10 empleados

6/10/2020

6/10/2020

Fuente de la reseña: Capterra

Agile Review

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Agile as mentioned provides a reliable service, and geared toward small-mid sized businesses. Larger companies would find better options.

Puntos a favor

Agile provides a reliable database for all things from quality findings to ECO change implementations. Customized reports are a nice feature and searching is made easy.

Puntos en contra

Agile has some limitations with ERP features, two different softwares are utilized due to needs of each department. Preference would be for a one stop shop.

Daniel R. Especialidad: Marketing y publicidad Número de empleados:  Trabajador autónomo Número de empleados:  Trabajador autónomo

2/11/2019

2/11/2019

Fuente de la reseña: Capterra

Shoddy CRM backed by terrible support

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Overall a very bad experience. I can't find an option in the UI to cancel the subscription — there's a pause option but not a cancellation one. The support is unprofessional and rude.

Puntos a favor

The automation/workflow builder seemed to work

Puntos en contra

I was drawn to AgileCRM while searching for a cloud-hosted CRM that could help me build a basic drip email automation sequence.

What I found was that AgileCRM is a buggy CRM that is not suitable for business users.

Countless have pointed this out, but let me add my voice: unbranded emails are not standard and require paying an extra fee. This means that unless you pay extra (yes, to the paid plan), every email you sent through the CRM will have "Send with Agile", or something similar, in the footer. This reeks of extortion and this hidden cost instantly turned me off continuing with my evaluation.

In addition, the India-based support team is incompetent. Everything is "no problem, I understand your concern" and nothing actually gets resolved. I wasn't able to add several professional SMTP servers and the team didn't even seem capable of understanding why that was happening (hint: your SMTP editor should accept usernames even when they are not formatted as email addresses).

My advice to any business user: stay well clear.

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Respuesta: Agile CRM 26/11/2019

Hi Daniel, thanks for your feedback and appreciate your response. One of our Support managers has already contacted you. Agile CRM is an all-in-one software that is used by sales, marketing, & support teams that might not require sending bulk emails. After the first free 5000 emails, to get more benefits like unbranded emails, we request our customers to purchase additional packs that offer tracking features.

We have standard SMTP functionalities to support and accommodate all users. At this point, we're afraid we do not offer customized configuration. However, we have already raised this request internally and our engineering team is working on it. You can contact our Support team for more info.

At Agile, we believe in transparent billings, while canceling your Agile CRM subscription, we provide a period of 2 months to confirm your cancellation and preserve data. This is also helpful for users if they want to temporarily pause their accounts and billing too. However, you can get in

Jonathan C. Especialidad: Propiedad inmobiliaria Número de empleados:  2-10 empleados Número de empleados:  2-10 empleados

15/8/2020

15/8/2020

Fuente de la reseña: Capterra

Successful deployment - keeping us organised

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Successful and efficient. Wouldn't be without it now!

Puntos a favor

I'd best describe this software as an intuitive office whiteboard. It organises the stages of our sales deals and links contacts, companies, tasks and events around each one. Support and availability of direct - dial in support has been superb a real strength. An initial support call seemed 'unwelcome' but supported me to scope the product quickly and was quickly appreciated.

Puntos en contra

Some of the synchronisation features of email and calendars have been difficult to grasp and configure (and I'm still not sure I understand Agile mail vs use of gmail! That said - I'm still using the free version so who can complain!