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, a landing-page builder and knowledge base functionalities. The contact management module lets users record and access customer data such as contact information, interaction records, social-media accounts and lead scores. The software also offers email integration, which allows users to sync data with email services including Gmail, Microsoft Exchange and Office 365 and IMAP services. Users can track website visitors to analyze customer behavior, and marketing automation tools help users create marketing workflows with a drag-and-drop interface. Users can also send automatic reminders based on time and contact options. Agile CRM also includes task management functionality. Users can drag-and-drop tasks in lists, sort tasks, add notes and update task status. Social media integrations allow users to publish and respond to posts on social channels such as Facebook, LinkedIn and Twitter. Pricing is per user per month. Phone and email support is available.
 

Agile CRM - Correspondence history
 
  • Agile CRM - Correspondence history
    Correspondence history
  • Agile CRM - Drag and drop interface
    Drag and drop interface
  • Agile CRM - Create template
    Create template
  • Agile CRM - Theme and layout
    Theme and layout
  • Agile CRM - Opportunities
    Opportunities
  • Agile CRM - Telephony preferences
    Telephony preferences
Sistemi operativi supportati:
Mac OS, Browser web (indipendente dal sistema operativo)

397 recensioni su Agile CRM

 

Erik R.

17/4/2018

17/4/2018

Fonte della recensione: Capterra

Agile CRM is a Great First Step into the CRM World

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Vantaggi

I used this platform for a solid year and put in hundreds if not thousands of contacts into this CRM. I liked how many categories there were to define a lead or a contact, the system that you set up to see how much potential revenue you had to win based on your leads was helpful, and the price is unbeatable. I mean truly, you can use this platform for free for up to 50,000 contacts. That's pretty amazing.

Inconvenienti

There's a reason why I call this particular platform a good "first step." Agile CRM says it offers marketing automation, gamification, and project management - but this is a far from complete product. In the free version you can only create so many marketing automation blocks before it makes you pay, but even if I did upgrade I'm not sure the platform could handle the sales process I wanted to have set up. Something else to mention about this platform is there customer service. I'm fairly certain the CEO is their only customer service rep. Every time I had a problem with the platform (roughly 1-2 times a month) it was the same man who picked up the phone - and when my problem was solved he made me delete the Tweet I sent out when I asked for help, and then made me publicly thank him. I found that very strange. Overall you should try this platform out if you're just starting out, but upgrade to something like Infusionsoft if you're really looking to up your game.

Guillermo G. Specializzazione: Gestione formativa Numero di dipendenti:  2-10 dipendenti Numero di dipendenti:  2-10 dipendenti

19/7/2019

19/7/2019

Fonte della recensione: Capterra

All I need to work in one place

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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".

Vantaggi

I started working with this platform a little less than a year ago. My job consisted (and still is) in generating leads for the company and developing marketing and sales campaigns from scratch.
Agile CRM has been fundamental, since it integrates perfectly with everything I need. I have my contacts in one place, which I can follow very easily. Its greatest strength is the ease of use and integration with multiple tools. Something as simple as managing notifications and alerts make the most of my time and organize my agenda in a practical way.
I can generate reports where the effectiveness of the different strategies is established. For example, the result of phone calls, mail campaigns, newsletters, and more.
I was able to import all the contacts in a very simple way and clean my list in a short time.
Another great thing: the mobile app and the possibility of integrating with other programs. Today I have it integrated with Bria and Skype, also linkedin and facebook. Everything in one place, is the most practical CRM platform that someone like me (who has just started and was analyzing options) has found, and I´m very satisfied with this software.

Inconvenienti

I think it would be convenient that in the future they made some training videos to explain how to correctly configure the automation tools, since I think it has been the most difficult to understand.

Tom G. Specializzazione: Vendita al dettaglio Numero di dipendenti:  2-10 dipendenti Numero di dipendenti:  2-10 dipendenti

30/11/2020

30/11/2020

Fonte della recensione: Capterra

Good CRM but with some major ongoing bugs that they will not resolve

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I have been using since 2008 - connecting JSON nodes to read data directly from Google sheets. I know more about Agile then most of their own staff. I have brought this exact issue many times.... and no change.

So beware of this company, and the stupid bugs they refuse to fix.

Vantaggi

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

Inconvenienti

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.

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Risposta: Agile CRM 18/12/2020

Hi Tom,
We are really sad that you had a bad experience with Agile CRM. We have always been a customer focused company and constantly endeavor to deliver the best services. Our product team also focuses on regularly rolling out more advanced and robust features. However, in this process, there remains certain features which are more complex to operate or have a bigger learning path. I recommend you to contact our customer success team for a personalized training so that you can get a better understanding on how to use them more efficiently.
Thank you

Brandon D. Specializzazione: Trasporto aereo/Aviazione Numero di dipendenti:  2-10 dipendenti Numero di dipendenti:  2-10 dipendenti

6/10/2020

6/10/2020

Fonte della recensione: Capterra

Agile Review

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Agile as mentioned provides a reliable service, and geared toward small-mid sized businesses. Larger companies would find better options.

Vantaggi

Agile provides a reliable database for all things from quality findings to ECO change implementations. Customized reports are a nice feature and searching is made easy.

Inconvenienti

Agile has some limitations with ERP features, two different softwares are utilized due to needs of each department. Preference would be for a one stop shop.

Javier S. Specializzazione: Intrattenimento Numero di dipendenti:  11-50 dipendenti Numero di dipendenti:  11-50 dipendenti

29/1/2020

29/1/2020

Fonte della recensione: Capterra

Great Customer Support and Features

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Vantaggi

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

Inconvenienti

User interface and report customization.