Agile CRM Erfahrungen

- integrates sales management and marketing automation natively
- easy to use
- feature rich with a lot of add-ons
- very well priced
- great support team

- Small wish that I have: we have users that would be support users only, while others are sales users only. Would be nice if we could separate license fees on a role basis. But then the overall price we have to pay is still very low so that it really isn't a big issue for us.

- 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.

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

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

I investigated its characteristics as an AI language model and discovered it to be a strong and all-inclusive method for controlling client interactions and sales.

Agile CRM provides a customizable and cost-effective pricing structure based on the necessary features and user count. The website also offers a 14-day free sample so users can evaluate the service before deciding to subscribe.

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.

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.

We can easily track all our project related tasks and all. We can schedule appointments in this tool which is best so far.We can track the work done by every individual easily and also we can micro manage our project. We can track the tickets raized by our customers easily.

Sometimes CRM goes down and we cant use the Agile in the down time creates a lot dependency on that tool. Also customer support should be increased for paid members for continuous usage of their application.

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

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

Tags make it easy to compartmentalize different customers and the path to completion.

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.

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.

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.

Powerful Web Analytics helps to monitor a customer’s online behavior and tracking when a customer opens the company’s web portal.Custom fields tags etc

Campaign nodes feature.Marketing templates they can provide better

I recently switched to agilecrm after trying out several CRMs and I couldn't be happier. The all-in-one solution is incredibly powerful, yet incredibly simple to use. It has saved me a ton of time and energy by allowing me to automate many of my customer relationship processes. If you're a small business looking for the perfect CRM - look no further than agilecrm!

The UI/UX could use some improvement as it can be somewhat complex to understand for beginners. With a little bit more focus on usability, it would be an even better product and easier to use for new users.

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.

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.

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.

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

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.

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.

Good for marketing & sales.
Useful automatisation.

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.

when i first signed up for agile it was quite good. it had a few bugs that i overlooked and decided not to use like webhooks and scheduling.

I used only the campaigns and tags. Over the last year the campaigns stopped sending emails and the last 6 months they stopped sending altogether. I was told this would be fixed time and time again for over 6 months and it got to the point where the guy on the chat told me to make an appointment call. I never received that call or any of the othersi tried to book in. They never sent me correspondence as they promised and if you try to call their customer care number it is cancelled.
They did finally get my emails working and all of the email that had been in a cue for the past year got email that had thousands of dollars worth of updates that they werent entitled to in them.
Then when i wanted to cancel they wouldn't call me to cancel (they require a phone call to cancel) and charged me ANOTHER month.

you also cannot download your campaigns and have to apistakingly go through and either have a replacement app ready or post everything into a word document so you dont lose your data.

The tool itself offers some great automation features

The tool is convoluted, a bit hard to grasp for non technical people and the customer support is some of the worst I've ever encountered

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.

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,

FEATURES: Pretty much every feature under the sun for automation (even correlating user behavior on website into triggers for a campaign is an effective tool due to how well the cookies work).

ON-BOARDING: We've been able to schedule meetings with our on-boarding team who've been great in giving us real world usage scenarios and helping us settle into the product the right way and waste time looking for a way to do something or figuring out best practices from scratch. This is HUGE, very few solutions actually have something like this available to you.

CUSTOMER SERVICE: Top. Notch. The chat support is great, they're patient and will stick around answering your questions all day, they even pass suggestions to the development team who actually implement them as new features moving forward if it's something you really need. Which is mind-blowing.

OVERALL: It's complex and takes effort to learn what the product offers and how to use it. You're going to have to put the effort in, or it's going to be useless. That being said, once you put the effort in - Agile CRM gives you super powers compared most of your competition (because it takes effort, and requires learning).

BOTTOM LINE:
Imagine being in an iron man suit hovering above your competitors firing automated marketing missiles of lead-capturing/qualifying/scheduling sales quota destruction!

Very much a DIY experience, not enough 'sane defaults'.
Needs better testing/preview options for different campaign segments.

But these are something all these 'all-in-one' CRMs need.

Onboarding and trainings from [SENSITIVE CONTENT HIDDEN] are the best.
Good integration with google as well as linkedin
Also it is easy to use marketing automation, crm contact, follow up for deals, + telephony and sms campaigns.

quickbook integration is not available
some extra steps are needed to use the software, for example when you desactivate a campaign you have to remember to desactivate the contacts assigned.
Certains things need a knowledge that is only possible by doing lots of trainings

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

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.

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

- 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.

Can improve on the customer support part.

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.

The price was attractive and the client database was comprehensive.

Marketing Automation was not reliable at all.

It seemed easy to use, but it kept mixing up my data.

Customer service was horrible. I eventually tried to cancel my subscription, but they kept charging me for an annual subscription. I cancelled it in December of 2019. They charged me for it in January of 2020, so I called them and cancelled again. They gave me a refund. In January of 2021, they charged me again for my annual subscription. I called them back and the guy tells me at first that there are no refunds! What??? I cancelled it OVER A YEAR AGO!!! He tells me that he has to talk to his management and is not sure if he can refund my money... Grrrr... I'm so pissed... I told him that I was going to start writing bad reviews about Agile while I waited for his management. Eventually, he said he initiated the refund and cancelled my subscription... We'll see!