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

After using several other CRMs I have found that Agile offers the perfect balance of flexibility and structure I am also REALLy impressed by the marketing and tracking side too.

Nachteile

Dunno. I haven't found it yet. I had trouble accessing my Gmail but [SENSITIVE CONTENT HIDDEN] very helpfully suggested that I set it up through Imap. Seems fine and no bother

In Betracht gezogene Alternativen

Zoho CRM

Warum Agile CRM gewählt wurde

Too many hidden costs in order to get the software to do what I wanted. Too many variability requiring real specialization.

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Agile CRM

seemed to do more of what I needed had greater support and was cost effective

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

- 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

I like the ease of integration this product has and its functionality

Nachteile

Getting it set up, I feel it would benefit to have a way of installing key features for a number of real life business models for example - a walk through of installing key modules that would aid someone that was using it for example a "Real Estate", "Insurance" or "Car Salesman" business, so the user could follow a custom integration following a set of parameters that best meet the style of business that they are using it for.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Agile CRM

the non intrusive way they kept in touch, the other used very hard sales techniques, which I don't like.

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

It is very user friendly. You can add custom fields and setup pipelines without the need of a developer.

Nachteile

Having to add DNS records to synch email makes it difficult to setup email with agile.

In Betracht gezogene Alternativen

Zoho CRM

Gründe für den Wechsel zu Agile CRM

The UI and functionality is just better than Zoho

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

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

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

EngageBay CRM

Warum Agile CRM gewählt wurde

Expensive and not a all in one software

Zuvor genutzte Software

HubSpot CRM

Gründe für den Wechsel zu Agile CRM

I found agile more suitable for my business

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

Pipedrive und HubSpot CRM

Gründe für den Wechsel zu Agile CRM

Price and claimed features.

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

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.

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

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

Simplicity, nothing else to like in the CRM.

Nachteile

Always has server delay issue, did not send emails to contacts just shows email sent in activities.
Worst server, hard to make reports as reports did not get update after email sent. Campaign feature is very basic and hard and also wait nodes in campaign is very poorly managed. Customer care team did not understand queries they just reply server delay. since October 2020. They suggest to move to there new platform which but asks customers to migrate data rather than they migrating data to new platform.

Vorteile

We have been able to use all the features with ease and the customer support has been terrific, critical since we have embedded agilecrm into our own software so that it, though its campaigns, administers many of our own systems automated processes, and we have needed to consult often with their team members. I cannot recommend the system highly enough.

Nachteile

We will need to establish how the system works at scale

Vorteile

I wonder if there is any other CRM with so much of features. Agile has taken care
not to wait until customers suggest including new features. I believe Agile has designed
this CRM with the customer’s customer in mind. That seems to be the marketing
strategy of Agile in selling their CRM. They rather should have introduced this as a total
marketing management software than a CRM, as a CRM is only one part of marketing
whereas Agile is loaded with almost all features of an ERP.
Visible feature are a rich UI, Dashboard, ability to integrate with a host of third party
apps, etc. but the invisible is endless, yet user friendly. Thanks to agile, goodbye to
many separate hard & soft ware. You have most of it in one clever soft.

Nachteile

agile CRM giving all this in one package is that have to complained about.

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

The interface is very user friendly, you can start using it confidently in a few hours, a lot of integrations which makes it very flexible, nice API for customized solutions if you have a programmers team in your company. Excellent e-mail automation with ability to segment users based on their behavior (open rate, link clicks, website actions), very precise segmentation with the use of unlimited tags, options for push notifications and web events as triggers, very easy to use e-mail templates and also highly customizable with support of custom code and custom fields. Really useful history of every user's interactions and contacts in a nice timeline format. A lot of filtering options, which when combined with the export in csv feature are extremely useful.

Nachteile

for the time being there is nothing serious, which can affect my usage of the platform, only minor issues which are easy to overcome.

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

The price was attractive and the client database was comprehensive.

Nachteile

Marketing Automation was not reliable at all.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Agile CRM

Price was beter

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.

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.