User Reviews Overview
About 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,...
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- Industry: Program Development
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Easy to use and integrate
I have found it to be a great tool for managing customer relationships, automating marketing tasks and tracking leads. It is easy to use and has a lot of features that make it a great choice for small businesses.
Pros
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.
Cons
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.
- Industry: Management Consulting
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Good little CRM for a great price
Great system for tracking and following up with clients through the sales, marketing and implementation phases of the customer relationship.
Pros
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.
Cons
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.
Reasons for Choosing Agile CRM
Hubspot was much more money for similar features- Industry: Arts & Crafts
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
A jumbled mess of features that don't work.
I wasn't able to solve any business problems with Agile, as every feature I tried to use was broken or flawed in some way. From importing contacts from a CSV, to Facebook, to any other feature like newsletters and html templates.
Pros
The automated features, when they did work, were nice.
Cons
Pretty much every feature had some sort of flaw. From doing absolutely nothing when I clicked on it, to having some requirement that I had to call customer service for to find out. Their customer support is also a joke. After choosing your selection on the phone it will ring and ring then send you to voicemail without notification of doing so. Once you receive a call back, IF you do, you speak with someone you can barely understand, who basically told me that there is nothing they can do for me, their "teams" are working on fixes for my miscellaneous problems, and suggested I try other integrations as a work around. They couldn't give me an expected time they issues will be resolved. Upon trying their work around it wasn't what I needed at all. I was basically told "too bad" and to just sit and wait for a fix. Also, when you try to cancel your subscription it tells you that someone will have to call you to do so, and it could be over 48 hours until they do.
Alternatives Considered
SignpostReasons for Switching to Agile CRM
Had better pricing options.Response from Agile CRM
Hello David!
Thank you for taking the time to review us. We see that you have canceled your account due to some issues with Agile CRM and really sorry to hear about the cancellation. However, we have not are just limited to Call support, rather, we also have Chat and email support for immediate help. With Recent Implementation of Privacy norms, we are restricting on API's but our team is continuously working on Tickets. We have found many customers coming back to us to undo this cancellation request and thus, our team tries to explain the outcomes of the cancellation process and more importantly helps you to meet your business requirements by exploring the various features of our tool. Once the account is canceled, your data gets erased automatically and hence is an irreversible process. Also, we would like to you let you know that we are coming up with 500apps.com which is an ALL-IN-ONE Suite of apps including Social Suite and many useful apps. Write to us at [email protected].
Top Agile CRM Alternatives
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Agile - More than just CRM
With an enormous set of automated tools and processes, using Agile has become absolutely essential to our operation. Potential sales are monitored along with KPIs and success rates. Another aspect I personally appreciate is that dashboards are modular/extendible, allowing me a complete overview of everything that matters to my work at a glance.
Pros
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.
Cons
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.
Alternatives Considered
Neon CRMReasons for Switching to Agile CRM
Agile CRM was somewhat cheaper at the lower price point for SMBs, and offered greater functionality.- Industry: Entertainment
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Great Customer Support and Features
Pros
Their customer support is great as the hability to send personalized bulk emails.
Cons
User interface and report customization.
Reasons for Choosing Agile CRM
The relationship beetween price and featuresSwitched From
OnePageCRMReasons for Switching to Agile CRM
It's a platform full of great features with no surprises in the fee.
- Industry: Telecommunications
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
They do not care to make the product work anymoer
We've used Agile CRM for probably 2 years now, but it got to where you'd get a blank screen other than the menu on the side and top, and complaining about it to the team got no results.
Pros
It integrated well with Wordpress for lead capture, and it showed me what pages a lead would visit and on what device
Cons
The mobile phone app is just a webview, and the webview is sort of broken
Response from Agile CRM
Hey Tom,
We are disappointed that you had a bad experience with Agile CRM.
Agile CRM is specially built with love for small business and offers several features in sales, marketing and customer support from one place. Agile CRM has many integrations with WordPress and several other software to offer our customers the most advanced features.
Agile CRM dashboard is created such that you can monitor all your sales, marketing and customer service activities from a single place. We regret that you faced issues with the Agile CRM web view, but we have never heard this issue with any of our customers before. We will definitely look into this issue and try to get it resolved as soon as possible.
Thanks,
- Industry: Education Management
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Easy and clear
Very easy. The support has been very patient and been very informative with some great ideas about how I can get the best out of the software.
Huge thanks
Pros
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.
Cons
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
Alternatives Considered
Zoho CRMReasons for Choosing Agile CRM
Too many hidden costs in order to get the software to do what I wanted. Too many variability requiring real specialization.Switched From
Salesforce Sales CloudReasons for Switching to Agile CRM
seemed to do more of what I needed had greater support and was cost effective- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Weekly for 6-12 months
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Review Source
The most cost-effective marketing automation and CRM solution I can find
I was originally looking for a marketing automation system for myself, but most are incredibly expensive. I decided to try it and, after a brief learning period, have really fallen in love with it.
I've ended up recommending it many of my B2B clients and startup clients, who similarly are limited in budget. They are sceptical at first but then realise just how much it can do and how it can replace lots of existing disjointed (and expensive) tools.
Look, I'm sure Hubspot and the likes have benefits in some areas - but when you account for the cost difference it really is difficult to justify spending so much more!
Pros
- 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!
Cons
- 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
Reasons for Switching to Agile CRM
Mainly price, the free trial, and the breadth of features- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
Agile CRM Review
Overall, I'd say I've had a pretty satisfying experience with the product, nothing out of the world, but gets the job done.
Pros
- 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.
Cons
- Organisation of different compartments within the tool can be a bit difficult
- Rich feature-set leads to a challenging learning curve to go over.
Reasons for Switching to Agile CRM
Had the right feature-set and price balance for us at the time.- Industry: Computer Software
- Company size: 51–200 Employees
- Used Weekly for 1-5 months
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Review Source
stop overpaying for other CRM systems
We use Agile CRM to manage leads that come in from our website or other sources, and manage the deals/prospects further down the funnel.
Pros
Agile is an extremely cost effective CRM system that provides us with practically everything we need, at a fraction of the cost compared to some other big brand name CRM providers. The interface is intuitive, overall an easy product to use.
Cons
So far we have no major issues with Agile. We moved off HubSpot to Agile, so we had to find a new platform to host our website on since Agile doesn't do that, but finding a new host plus Agile is still significantly more cost effective than just using HubSpot.
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Review Source
Agile is a Fantastic Solution in a Crowded Market
I feel like I am becoming a CRM expert. I have used and suggested many CRMs over the years, and I feel like I have seen it all. When I look for a CRM in 2018, I ask myself 3 questions. Question 1: Who is going to use these features? If my team lacks tech savviness, if they are going to be picky about the UI, or if they are used to a different platform, you could run into problems. At the end of the day, a CRM should be invisible, and it should be as natural as using your body. If you team struggles to use their tools, you will run into problems. There's no point in blaming your team if the tool is hard to learn. The job needs to be done either way. (Keeping a mobile option in mind is a good idea as well. Don't underestimate the value of client's won at a bar.) Question 2: How quickly will the system be up to 100% functionality? Every day that you team has to track client data on Post-Its is a day that you're throwing information in the trash (and hanging your Marketing + Support out to dry). Expect a month to get set up, but anything over 3 months is too long. Even if you're an enterprise, you can't afford to fly blind for that long. Also, integrations, integrations, integrations... If the sales rep can't demo a tool you use daily running on their CRM, demand a "no commitment demo" period. Most companies will try to lock you into a one year commitment, but it is perfectly reasonable to know everything works together in harmony. Question 3: Is this the right price for me? The thing about CRMs is that there are hundreds of them. It's impossible to say which one is right for you because in reality, there are probably a dozen you will love. If you feel that you are down to 2 or 3 CRMs that seem identical, they probably are... Go for the one that is priced right and ready to scale WITH YOU.
Agile is great on all these fronts. Easy to use. Beautiful UI. Easy to set up. Very affordable option. Love 'em. You won't be disappointed.
Pros
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.
Cons
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.
- Industry: Medical Devices
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
AgileCRM steals emails from billing (!!!)
Pros
Good for marketing & sales.
Useful automatisation.
Cons
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.
Response from Agile CRM
Hi Sergey
Thanks for your feedback.
Agile CRM always prioritize its relationship with its valuable customers. We also give priority to customer support over any monetary benefits to maintain 100% customer satisfaction.
Mailgun is actually a third-party integration and a lot depends on them to ensure seamless functionality. However, our Support team will make sure Mailgun addresses this issue so that valuable customers like you will not face this issue in the future.
To ensure there's no account-specific issue, we would request you to get in touch with our Support team, who will help you to get everything sorted.
Please feel free to write us back at [email protected] for any questions.
- Industry: Venture Capital & Private Equity
- Company size: 2–10 Employees
- Used Weekly for 2+ years
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Review Source
The Entire Product is Deeply Flawed and Useless
From the beginning, Agile was an inflexible tool that I managed to use for the very simple tasks of sending out newsletter and other marketing outreach. Reporting was not helpful and seeing lists of contacts was difficult to achieve. Now that the mailing functionality no longer works, we are shifting to a different system.
Pros
Early on, it was a simple way to send out newsletters and webinar reminders.
Cons
At some point in mid-2021, the process for sending out email to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). When I contacted Customer Support, not only did they not actually have a good solution for how I was to use it going forward, but they said any fix would take at least 2 weeks to implement. That is unacceptable for an online marketing tool that a user has purchased in order to send out email.
The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find me answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
Beyond the fact that it doesn't actually work anymore, the reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective. The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
- Industry: Retail
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Good overall system with a few glitches
We've got LOTS of information in here now, so at this point it would be more work to move than to just deal with the downfalls. Overall, my team has enjoyed the experience. I am a bit more technical so I am not as happy as they are. It has kept a great log of our consultants past and present, so in that respect - it has done it's job. I just feel like the cost (for 3 operators) does not justify the tool.
Pros
Tags make it easy to compartmentalize different customers and the path to completion.
Cons
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.
Response from Agile CRM
Hi Derek,
Thanks for your feedback. Our goal is to meet the needs of a growing business irrespective of its size. Our pricing model is the most affordable one in the market today and has been designed according to business requirements and its size. The tags feature helps you to segment your contacts and trigger necessary actions which take place instantly. For any further doubts on how to better use our tool for your needs, please contact our support team at [email protected].
- Industry: Health, Wellness & Fitness
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Good value for Money
The support team is very patient and they have schedules available for training 24*7 for each module and there is no restriction for training. Easy to use, available on mobiles and PC.
Pros
24*7 support and exceptional dedicated support and training
Very easy to use and modify.
Different modules through single platform
Nice visual reports
Cons
Restrictions in some automation, bit challenged to set up campaigns and missing accounts module
- Industry: Information Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
SDR Feedback
My experience has been very good.
Pros
Ease of use and support [SENSITIVE CONTENT HIDDEN] is always there when we need him.
Cons
When you what to remove a lead it brings you back to the home page instead of where you left off.
Alternatives Considered
PipedriveReasons for Choosing Agile CRM
There email solution is quirky.Switched From
HubSpot CRMReasons for Switching to Agile CRM
Ease of use- Industry: Information Technology & Services
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Not good, need lot of improvements and a good developer team
Worst experience.
Pros
Simplicity, nothing else to like in the CRM.
Cons
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.
- Industry: Financial Services
- Company size: 501–1,000 Employees
- Used Weekly for 2+ years
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Review Source
Fantastic and HIGHLY customizable
Agile is a highly customizable CRM platform for someone (or team) who wants detailed customization of not only the pipeline management but also automated (or semi-automated) email, phone/text integrations also.
Pros
This is one of the most highly customizable CRM's I have found. the customizations and integrations are fantastic. Integrations of 3rd party software appears to be growing and is still a bit lacking but the key integration of google contacts sets if far apart from the competition.
Cons
It can be a bit on the tedious side to customize and set up. It is not simple enough for many would-be users and does require some above-average computer skills. On the plus side, the ability to customize so much more than other CRM's is also what sets it far apart from the competition.
- Industry: Hospital & Health Care
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
A happy user
Automated campaigns are easy to set up and work well and the customer support system is effective. the experience of using agilecrm has been practical and effective, as well as being cost effective.
Pros
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.
Cons
We will need to establish how the system works at scale
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Weekly for 6-12 months
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Review Source
Generous offer of features
agile has made things easy. Now we can conduct successful marketing
campaigns not only with our own knowledge, but using the expertise of Agile and making
sure there isn’t anything missed. Have addressed most CRM features for the ease of our
clients to maintain a healthy link between the customer and organization. Have reduced
waiting times with the IVR feature, self service portal etc. generous number of features
for marketing/ sales management. All this for final achievement of revenue/sales
budgets. Achievement of customer satisfaction goals thereby building a loyal customer
base which helps in increasing market share through references.
Together with the above, a professional support team and the cost? probably about 10%
of the cost of competitive products which means a saving of 900%. And of course you
have the chance to experiment with the trial version. AgileCRM is truly agile. The name
speaks for itself.
Pros
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.
Cons
agile CRM giving all this in one package is that have to complained about.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Email capacity has to be constantly increased, continual breakdowns
Nothing.
Cons
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
Response from Agile CRM
Hi Thomas, thank you for taking your time to review us. Agile CRM is a versatile product loaded with features and is designed after surveying various businesses on many parameters like size, business workflow, number of product pipelines. Our pricing plans are designed to keep the product affordable to all the small and medium businesses without losing all the core capabilities of the product. Our competitors pricing model is related with the number of contacts which becomes exponentially costly once your business expands. Agile CRM allows you send unlimited emails to your customers as long as the sufficient email credits are purchased. We have integrations with popular telephony services like Twilio, RingCentral, Asterisk, SIP, Bria and many others. We are always open to integrate with new providers. We request you to write to us with your detailed requirement to our friendly support team at [email protected] and a resolution is assured.
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
A very user friendly CRM
A good Sales CRM fro small & Medium scale businesses. It has a good interface and very simple to learn. Need improvement in Automation features and customer support.
Pros
- 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.
Cons
Can improve on the customer support part.
- Industry: Education Management
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
A very powerful and easy to use sales + marketing automation SaaS ! Just great !
Agile CRM provides a very powerful solution to both sales and marketing challenges.
Everything is gathered in one place. Benefits are just glaring : time savings, accuracy in commercial and marketing processes. It brings the sales+marketing automation at a very affordable price. A very good solution to grow fast your business on focusing only on extra value tasks when needed.
Pros
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.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Agile as a CRM
I ended up cancelling my subscription as parts of the CRM did not function properly, especially marketing automations
Pros
The price was attractive and the client database was comprehensive.
Cons
Marketing Automation was not reliable at all.
Alternatives Considered
Salesforce Sales CloudReasons for Switching to Agile CRM
Price was beter- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Agile - The best CRM tool in the market
The best CRM tool in current market in my opinion . Very cost effective and easy to use.
Pros
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.
Cons
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.
