Agile CRM Erfahrungen

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.

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.

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

User interface and report customization.

It was easy to set up and I was able to customize it to my needs. It had a wide range of features, from lead management to customer service. I also liked how it had a built-in marketing automation feature, which made it easy to follow up with leads and customers. The customer service team was also very helpful when I had questions.

I haven't had any negative experiences with Agile CRM

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.

Agile CRM appealed to me because it is an all-in-one customer relationship management (CRM) platform that includes a wide range of features and tools for more effective customer relationship management. It includes contact management, sales automation, marketing automation, customer service, social media management, and other features. It also has an easy-to-use and understand interface. Furthermore, it provides excellent customization options, allowing users to tailor their CRM to their specific needs.

The lack of customization options is the least liked aspect of Agile CRM. While it is simple to use, customizing the look and feel of the interface is not always simple. Furthermore, some users have reported that customer service is slow or unhelpful.

The flexibility in this software is amazing

It's so easy to use the multi-language is a beneficial option.

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.

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

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

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 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.

There are a lot of pros regarding Agile CRM. To name a few: easy to setup and use, great features for all departments (marketing, sales, accounting etc) and very agile (can adapt to your specific business needs extremely well). Although all the expected functionality is in Agile, there are a lot of integrations for specialized tasks which is very important for being able to have visually "one system". Being able to have the free plan for more than a month was very important as it requires a lot of time to check and select a CRM. Also the free plan provides all the functionality you need to test and learn the CRM. Great support and the price is really good! It saved me a lot of time, money and because of it, I provide more professional services and I'm able to scale much more quickly and have control over by business.

The support they provide could be improved. Representatives with higher expertise in Agile would be good as well as offering support during weekends.

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.

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)

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.

Easy to use CRM that has multiple features. Contact’s timelines show all the interactions making it easy to progress. Automation and Campaigns are easy and work well.

Customer Service is quite off. Takes a long time of understand the issue and bounces around to a few executives. Interface is quite slow and lags quite a bit.

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!

Many people want to work in one place. The significant advantage of the CRM software is that it
gives you to optimize almost everything. Every task is based on sales and marketing.
Generating and regenerating reports and records are things that you need to show to
companies. The pross include cleanliness.
The UI in the process is easy - to - use task. It is even suitable for small and medium scale bases
for customers through the use of social media. There are no complexities. It is effortless to set
up, and it is quick.

The customer support area should be improved more. For the first time, users may take a bit longer time to learn the Agile CRM but they have very good learning materials. I have faced some UI/UX issues with the calendar, I think they will work on that and it will be improved in upcoming versions.