Agile CRM Reviews

The biggest benefit that this software has given me has been to optimize everything that has to do with the world of sales and marketing, generating the reports I need to demonstrate in the company how useful our strategies are, what aspects to improve, and generate our own leads, all in a very organized way and as its name says "agile".

I had integrated the agile CRM with facebook and since we had ads running to capture leads, it was spectacular, because the automation was ready, there was a lot of engagement with customers and they felt special.

Simple using for only recorded and track deal is fine. If you expect to know in depth as Report, Forecast in Details, Customization as your needs this not a best choices.

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.

Overall, I'd say I've had a pretty satisfying experience with the product, nothing out of the world, but gets the job done.

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.

I needed a CRM that I can use to track my leads and sales pipelines for a variety of things I do. Agile CRM honestly does well, except its ui/ux is not very friendly, and I get lost quite often, and there's lots of tabs and clicking to get to where I want to be. It is a very complex solution for complex company. Unfortunately, I just want things simple for my simple brain. I opted for a simpler CRM solution with more exciting Ui & Ux but less functionality.

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.

I love it so far. Also because it integrates with many of the tools i use.

Great system for tracking and following up with clients through the sales, marketing and implementation phases of the customer relationship.

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.

Overall, my experience with Agile CRM has been positive. It is a powerful, easy-to-use platform that has enabled me to streamline my customer relationship management process. It offers a wide range of features and integrations that make it a great solution for businesses of all sizes.

Saving the data backup for the company frequency and not easy to get it if you haven't permission

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.

Experience is actually very horrible overall, but you get what you pay for.

My next solution will be Keap or GoHighLevel.

Overall a very bad experience. I can't find an option in the UI to cancel the subscription — there's a pause option but not a cancellation one. The support is unprofessional and rude.

Terrible company behind solid tool. This is how I would summarize this

We had been using Agile for years and in the end the main reason we cancelled was because of the customer service and company policies. There was a misunderstanding earlier in the year, where our bank suspended our credit card due to suspected fraud at the exact time that COVID started, which delayed our receipt of the new card by 2 months. The first strike against AgileCRM is that after however many years of being customers, they were not willing to grant us an extension and keep the account running while we waited on this new credit card, essentially shutting down our entire PR operation. The second strike came when our account was re-activated and AgileCRM charged us for the months that our account was locked and shutdown. We were absolutely appalled, that after explaining this to their customer support they were unwilling to either refund us for those months or at least credit our account with them. This painted a very clear picture of a short term thinking company that values a quick buck over customer service or loyalty. I'd never do business with this company for any of their projects ever again

I've been with AgileCRM for 3.5 painful years. It's cheap. It's not cheerful. They have never fixed the longstanding issues with Gmail integration (doesn't work unless it's IMAP), Slack (can't choose channels), LinkedIn (variable/doesn't work/breaks all the time), can't resize the windows to take notes, can't use bullets or italics or bold or fonts to format notes. The emails get rejected regularly, even though we use GSuite. Very buggy. Customer service is always quick however, and they are always saying "it will be fixed! No problem sir!" Thousands of dollars spent with them and hours upon hours learning their systems. But I'm trapped so I'll persist in the hope that they get better.

It's really simple to set up.

To run our e-commerce business, we had to choose between a best of breed CRM (sales centrics) and one covering every touchpoint of the customer journey. After considering and testing solutions like Salesforce, Prosperworks, we finally decided to go for Agile CRM, more likely to fit with our needs regarding the size of our business and the ability to configure by ourselves.
After several month of use, we integrated Agile with our CMS (WordPress-Woocommerce), Twilio (telephony and SMS services) and Clickdesk (Video and Live Chat).

We've contacted the support team twice, each time issues were efficiently solved.

Templates for Marketing Campaigns are usefull and watching video tutorials is enough to set up and personnalize the solution by yourself.

By the way, there is a lack of integration between our products database (in the CMS) and Agile CRM : importing contacts and deals is easy, but surprisingly we are unable to import products. Products have to be filled manually : it's time consuming.

Beside products management, we strongly recommend Agile CRM for its easy-to-use features.

One of the best management tool in current market with low cost. With minimal amount we can easily maintain our project.

I've been searching for a new CRM for my real estate business. I need something cost-effective, and that I'll actually use. I had high hopes for Agile, as the price is definitely right. Sadly there are several ways this program falls short.