Agile CRM Reviews & Product Details

is super easy to keep control of appointment, calls and task for costumer and if you want to run a call log to see how your week looks is perfect. it may use user friend but they not longer in my good side list

doesn't have monthly payments is only annually, it would make it easier for monthly payments in case you want to try a more expensive option. they limited the use you can have and they make very difficult to speak with them and the manager act like he want to help but he is not even trying he just annoying because you are telling him that he is wrong

have a control on our sales team when they say they call and we can verify and see what they actually did. they need to work on helping their clients what they charge is crazy and when you ask for option they have none

Agile CRM and ClickDesk seamlessly integrate with best of class web apps such as Shopify, Wufoo, Harvest, Quickbooks Online, Basecamp, Google Apps, and many more. Customer support is excellent and replies rapidly. The breadth of features and breadth of integrations AgileCRM and ClickDesk offer is unparalleled. You would have to patch together several apps to match what AgileCRM and ClickDesk do.

I wish it had a more customizable interface that allowed for more of a functional workflow set-up rather than a structural database interface. It's buggy and needs more polish.

Marketing, sales, and service.

Agile was a decent product as a beginner.

Agile was a decent product at the start, but as they changed their business model, the Agile program platform became more constricted and less supportive of what had been achievable in the past.

None- we switched products.

I like how you can assign tasks to other users with great ease, as well as all of the automations that are possible. Customer service is decent but they often can’t fix the problems.

Automations are clunky, ,often fail. Email integration has issues with Google - it is not as promised.

We are able to send automated emails to customers after they complete certain actions on our website; this saves us time in terms of follow up.

Nice CRM, very easy to use and customise, even for the non sales expert.

Cannot be cancelled directly online. There is only an option to "pause" for a month or two. If you try to cancel, the admin site simply responds with a message saying someone will call you to discuss! How about just cancelling as I wanted!

Team collaboration managing our sales funnel.

I love how jampacked AgileCRM is with features - it can really be everything you would want for your CRM. I used it to set up auto-responder drip email campaigns and found it to be adequate at contacting all of our users for our app's platform. There are many APIs which plug into AgileCRM and their customer service is above average.

A lot of things just seemed to be half-baked or poorly explained. The social platform was pretty underwhelming and the helpdesk feature had zero onboarding, so it was difficult to use. I'm not even sure if they kept the feature, I just remember being frustrated with it. They need to make it easier for app developers to tie their backin into the Agile platform. It took way too long for us to manage to do so.

We used Agile to reach out to our users with email campaigns.

The integration with google. I also appreciate the customer service. The uploading of contacts is very simple and worked quickly.

The forms that you can create are very bland. I would like the option of putting my companies logo on them as well as a visual or image as the header. The email system needs help. All of my emails sent to a Mac computer are not working.

Contacts. email automation (Once we get it to work), calendar integration, forms.

Initially easy to use. I liked the free sign up and use it as a single user free accoount. I gave an assitant admin rights and gave myself a spare login. Once i paid for the starter account I found myself paying for 3 users...and they do not allow a cancelling of a user as you register. I needed tech support to do that The whole experience feels like the Hotel California....you can check out but you can never leave.... The fact that they billed my card after closing the account proved that to be true.

1) Any integration of phone or email only for the PRO upgrade -- not even the paid starter account. 2) Most integrations are in BETA - that is French for they dont work. 3) The Landing pages are now moved offsite -- feels like the software is evolving under your feet....and you are a beta tester -- so please do NOT plan on trusting your prior built efforts will last as the platform evolves under you 4) After you cancel ....close your bank account or cancel your credit card they will hit it long after you no longer have an account. Makes it impossibe to stop the fraud.

They are not --i AM TRYING TO CANCEL THE SERVICE

There is nothing to like about Agile CRM. I sell products which is foreign concept to this company. If you sell dreams and have no product then this company is for you. When I told them I need to provide quotes or invoices they told me to use excel or Google sheets

They have no idea how to help a company that sells products. You have to manually enter products one by one. You have to enter contacts one by one as they have no way to extract details from emails.. seriously.. this software is really wesk

It doesn't solve a single problem for me because the moment the customer wants to buy... Open excel and manually enter the name address and phone and manually prepare documents to do your sale. Agile does none of that

We used to like the low price. Since different features now break every week, however, this CRM system would not be worth it even if it were free. Literally, it has become a total disaster.

Sending mass emails doesn't work and the promised date for a fix came and went. The calendar link function used to work but suddenly broke months ago and has never been fixed. If you log in from a different location, their system will tell you it is sending a confirmation code but it will never arrive... the "solution" is simply to disable this security feature. The "integration" with O365 is spotty. And speaking of integrations, there are almost none. Downloading of reports is inflexible and very limited. For instance, can I download a report of which contacts opened our last email? Nope. Lots of basic stuff like this can only be viewed on screen. All in all, AgileCRM is just totally out of date. so much so that it literally feels like their business may be on borrowed time. We are canceling and moving to a new CRM at month's end (won't say which one b/c I don't want people to think this is a competitor just writing an ad). Last thing: don't cancel until you're ready to move because you lose access right away. Yes, that's correct: rather than mainting access through the month you've already paid for, you'll be cut off immediately. Literally everything about this CRM tool is antiquated. Go someplace else for a CRM tool -- literally anywhere else.

Look, we just wanted a CRM that could manage our contacts, plus add a few extra features like forms for lead capture, maybe a little marketing functionality, too. At first it was okay but as we have grown, Agile just simply hasn't kept up (and trust me, our needs are not that complex). Now that features are routinely breaking it has become a total liability. Implementing a new CRM is a huge pain but we just couldn't stay with Agile.

The campaigns automation features are good and it is easy to create workflows.

Their tech support is one of the worst I've ever seen. There are only two techs in the team that never resolve anything. Two weeks ago, in the middle of a large campaign, the platform stopped sending emails. Tech support said this would be resolved in 4 hours, two weeks later the problem persists and there is no estimate date for a fix. We had other issues that required tech support during these approximately two years using Agile and similar responses were received. There is no customer success manager or anybody in charge of your account, even for paying customers like us. Email care@ and hope somebody will answer. Nobody picks up the phone. 100% of the time you get a voicemail and rarely a call back. I never managed to escalate my issues, including the complicated ones. I was always told to wait for an eventual solution. There is no way to export all the data put on the CRM, only contacts, nothing else so you are locked with them. Their email deliverability is poor, not sure why. And statistics on deliveries, clicks, etc sometimes disappear with no reason and are never populated.

We use the CRM to track contacts and to create workflows of campaigns tracking email opens, clicks, engagement, etc.

I don't like anything about this service

I dislike the ability to cancel this service or contact anyone from customer service

I was exploring various CRMs for our sales team to streamline marketing across platforms.

Nothing Iit was a waste of time i would not use it

Bad company bad support you cannot communicate with this company in any waist of time

Did not realized anything just a waist of timePOS

The initial relationship. Seemed like it was going to work quite well.

Ongoing, the product was onerous. It really is meant for bigger companies, probably in the over 100 employee range. The pricing is relatively high for what you get and what we used.

We were trying to interface with various agents in our area that might have sent business our way.

More reasonably priced that other enterprise CRM solutions. Twilit integration was very helpful for our business.

Geez where do I start. From the onset, and I mean while demoing, we almost bailed because the VOIP technology used by their account reps was so lousy we could not hear anything. Because they are entirely overseas they could only do voip. On top of that there was major English-as-second-language barriers during this process - like they didn’t speak enough English to answer our questions. So once we get it going things are just...janky. Like they have a checklist of features but the features are all poorly executed. When you hear the adage “you can’t be everything to everyone” it is referring to Agile. They may be able to say they hence everything, but most of it sucks. Drag & drop features, email templates, robot calls.....barf. I could literally go on for hours about specifics in this regard. Another huge downside is that the support is GARBAGE! Bugs do not get addressed.

Keeping detailed notes on customers. Status. Keeping tabs on cold call efforts was critical

Very simplified. Drag and drop features. Cheap. Has some basic functionality of a full CRM, marketing automation platform and ticketing platform. Can get the job done if this is all that fits into the budget. A good starter platform for marketers that are new to CRMs.

It's too simple and it's missing some basic functionality that is typical to full CRMs and marketing automation platforms. It will only take a company so far before switching platforms will be required in order to continue growing. Overall, it's just too basic for most companies. Also, when you combine three platforms into one, you are NOT getting the full benefits of any one platform. Instead, you are getting 33% of each. So 33% of a CRM, 33% of a marketing automation platform, and 33% of a ticketing platform. Keep that in mind when making the decision to use this platform. If you're looking for a full CRM and a full marketing automation platform, Agile is the wrong platform. If all you need is something incredibly simple and basic and not fully functional, then Agile is a good choice. Again, this is a starter platform, a beginners platform. Expect to need to switch platforms within a year or two if you want to continue growing.

Capturing and tracking leads. Implementing a sales process and workflow. Implementing marketing automations and campaigns. The benefits aren't great with Agile. It's very limited compared to what I'm used to. This platform likely won't work well for us for very long. We've already hit some brick walls and limitations within the platform. A full CRM and marketing automation platform is needed.

If we had moved forward with it, Agile CRM would have been priced affordably.

The most important feature we were looking for in a CRM was tracking web visitors and converting them to leads. These visitors are mostly anonymous. Agile CRM shows almost NO INFORMATION on anonymous / unknown visitors. We wasted a lot of time troubleshooting the javascript integration, only to find out that until visitor interacts with a pop-up, push notification or "web rule", they are considered "unknown" and won't show up in the Visitors section of the tool. This was a dealbreaker for us.

We were trying to track web visitors and convert them to leads, but we were not able to do so.

Agile CRM has a very fair price level and a tons of functionality.

I have lost data, their support is poor (often wrong answers and no response), their GDPR implementation seems to be non-existing. Slow in updating integrations to LinkedIn.

Sales proces support (pipeline management). Agile CRM has been great for building our consumer, but lack proper process support and understanding the "job-to-be-done".

They have a lot of features and comparatively cheaper than hubspot.

Design and user experience in not great. Can be improved a lot

Storing customer details, sending email drip campaigns are the primary thing I use Agile.

I liked the control of entire CRM in one application that too at the cost which we could afford. We could map our customer journey entirely in AgileCRM.

There should be more predefined templates which could be ready to use and easy to do A/B testing.

We could capture our customer journey entirely in AgileCRM. That gives all of our departments, be it sales, marketing and support a clear idea about the customer.