Agile CRM Reviews

A powerful and all-encompassing CRM tool, Agile CRM assists businesses of all sizes in streamlining their operations and augmenting customer satisfaction. With a broad array of features and functionalities, it simplifies contact management, lead tracking, marketing automation, and customer data analysis. Furthermore, it's user-friendly and offers excellent customer service

Agile CRM currently offers support for six languages, but expanding the tool to include more languages would be a valuable addition

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.

Agile CRM was one of the most important tools for managing my business, excellent for capturing leads, automating and controlling all activities. What I loved most was email automation.

Recently they launched another tool and they stopped paying so much attention to this tool, also over the years I tirelessly requested the addition of more currencies which was not done.

Emails are cheap to send -- JSON node is very powerful allowing high levels of integration and automation.

Bug when trying to "copy" a campaign.
It just gets stuck after adding the word "copy" to the start of the campaign name, and a pop up saving "saved" does not show. If you don't realise you did not see the popup, then you then think it has made the copy.... but you are still working in the old campaign. Many times this has lead us to overwrite our original campaign.

Right now, I simply need to copy the campaign so send another our email for Black Friday.
After 30min trying everything, including restarting my computer. I still have this bug and cannot complete a very simple task --- which now is proving very costly.

I was drawn in by the lure of a free product.

I'm now unable to send even regular text-only emails from our company's gmail account to any yahoo account, regardless of the number of prior emails back and forth between the two. We effectively now cannot use email to communicate with our existing customers reliably.

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.

The automated features, when they did work, were nice.

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.

Price
Customer Service (except for fixing bugs)
Hope/promise of it being awesome (which it never seems to rise to)

They never fix bugs, as they are always saying, "be patient, it will be "500apps" soon".
Clunky interface
Doesn't integrate fully with Gmail, despite them claiming it does. They fell out of favour with Google 18 months ago and haven't recovered.
Emails to clients bounce
WYSIWIG editor is not WYSIWIG or compatible with multiple devices- email formatting clunky

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.

agile CRM giving all this in one package is that have to complained about.

Agile CRM has a great interface--clean, simple, easy to understand. Linking my IMAP email was easy. Click on a contact, and it brings up all your interactions (emails) in a spiffy timeline. The Deals page stands out, as milestones are arranged as simple columns--it's easy to see where all your deals stand.

There doesn't seem to be any way to customize the layout--for example, I don't need to see Companies or Cases, but I can't hide them. The biggest issue with Agile is glitchy software. The CRM provides integrations with Facebook, Twitter and Google + but I am constantly having to re-authorize Twitter and Google +. When you add a contact it suggests Facebook, Google + and Twitter profiles that could match, but it doesn't do a very good job (many contacts with large social media presence were not discovered). As well, there is no way to check out the social media profiles the system suggests to see if it's correct, as once you click on one, it attaches it to the contact.
Support is 'over eager'. Once I signed up, a support person phoned me at 5:50am (my business hours of 9am-6pm and time zone were already configured). Then he emailed me, suggesting I book a time with him for Q & A, which I did, at 11am. He then called me at 10:30am asking if I needed anything immediately before our call. I spoke to him on our call at 11:00am and then he called me AGAIN that afternoon to see if I had any questions. He also emailed me multiple times. Since then, I've had another support person email me multiple times as well. This aggressivness really turns me off.

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,