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)

377 recensioni su Agile CRM

 

Jaime N. Specializzazione: Marketing e pubblicità Numero di dipendenti:  2-10 dipendenti Numero di dipendenti:  2-10 dipendenti

24/11/2016

24/11/2016

Fonte della recensione: GetApp

Amazing Complete CRM & Automation software: Great Infusionsoft or Salesforce alternative, for 10% of the price tag

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As a small business owner, and founder of Bloominari.com, a digital marketing agency helping small businesses to grow their companies online through beautiful design, automation and marketing tactics I was in search of the best CRM and marketing automation software for a truly affordable price.

After literally about 2 months of research of various CRM and marketing automation platforms I finally decided to take AgileCRM for a spin (It was easy to try it, as they have an always-free lite version). Immediately I fell in love with it's interface, ease of use, and easy-to-setup platform. I previously worked with Salesforce.com and Solve360 CRMS, and have also tried BaseCRM, SugarCRM and many others throughout my business life.

Vantaggi

- Super affordable for the amount of tools, features and applications it includes. Starting at $10/user/month for it's starter version.
- Great user interface
- Easy to setup and use
- Lots of native integrations with lots of web-based (Saas) apps such as Gmail, Quickbooks, Twilio and many many others.
- Integration with Zapier, which basically let's you now integrate AgileCRM with 700+ other web apps, so this feature was a KEY for me.
- All your emails automatically load from your Gmail inside AgileCRM, no need to BCC some email address.
- Lots of sales, marketing, support, landing page, and amazing features added on at no additional cost.
- Now you can purchase add-ons such as user permissions, triggers, additional automation campaigns and others without having to upgrade all your users to the next subscription level (this is something I requested, and their team listened and did implement this).
-Their tech support is great, they care, they listen, and they modify/improve their system based on your feedback
- Their team update the app every few days

Inconvenienti

- Their standard subscription is $30/user/month if pre-paid for 2 years, otherwise $50/month, without too many added benefits for this level
- Their starter subscription limits your marketing campaigns (automation) to only 5 campaigns, with 10 nodes (steps) on each. The standard gives you 10 campaigns, with 25 nodes each (much better).
- Some updates happen without prior notifications to the user, and sometimes changes the User interface too drastically for some features.
- Their E-mail templates are limited, but you can still bring in your HTML templates or use their WYSIWYG editor.

Consigli utili

If you want to use an amazing CRM with marketing automation that has the tools and features of Infusionsoft or Salesforce, but don't want to pay $400-500 per month Agile CRM is for you.

I'm surprised their prices are still so affordable compared to how much they're offering, and why users aren't yet flocking to this system. It's really amazing!

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Risposta: Agile CRM 25/11/2016

Hi Jaime,

Thanks for your appreciation and support.

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.

Javier S. Specializzazione: Intrattenimento Numero di dipendenti:  13-50 dipendenti Numero di dipendenti:  13-50 dipendenti

29/1/2020

29/1/2020

Fonte della recensione: Capterra

Great Customer Support and Features

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Rapporto qualità-prezzo

 

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Vantaggi

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

Inconvenienti

User interface and report customization.

Slavica S. Specializzazione: Salute, benessere e fitness Numero di dipendenti:  13-50 dipendenti Numero di dipendenti:  13-50 dipendenti

23/1/2020

23/1/2020

Fonte della recensione: Capterra

Good value for Money

Translate to Italiano
Facilità d'uso

 

Funzionalità

 

Qualità del prodotto

 

Rapporto qualità-prezzo

 

Assistenza al cliente

 

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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.

Vantaggi

24*7 support and exceptional dedicated support and training
Very easy to use and modify.
Different modules through single platform
Nice visual reports

Inconvenienti

Restrictions in some automation, bit challenged to set up campaigns and missing accounts module

Daniel R. Specializzazione: Marketing e pubblicità Numero di dipendenti:  Lavoratore autonomo Numero di dipendenti:  Lavoratore autonomo

2/11/2019

2/11/2019

Fonte della recensione: Capterra

Shoddy CRM backed by terrible support

Translate to Italiano
Facilità d'uso

 

Funzionalità

 

Qualità del prodotto

 

Rapporto qualità-prezzo

 

Assistenza al cliente

 

Facilità d'uso
Facilità d'uso
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Funzionalità
Rapporto qualità-prezzo
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Assistenza

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.

Vantaggi

The automation/workflow builder seemed to work

Inconvenienti

I was drawn to AgileCRM while searching for a cloud-hosted CRM that could help me build a basic drip email automation sequence.

What I found was that AgileCRM is a buggy CRM that is not suitable for business users.

Countless have pointed this out, but let me add my voice: unbranded emails are not standard and require paying an extra fee. This means that unless you pay extra (yes, to the paid plan), every email you sent through the CRM will have "Send with Agile", or something similar, in the footer. This reeks of extortion and this hidden cost instantly turned me off continuing with my evaluation.

In addition, the India-based support team is incompetent. Everything is "no problem, I understand your concern" and nothing actually gets resolved. I wasn't able to add several professional SMTP servers and the team didn't even seem capable of understanding why that was happening (hint: your SMTP editor should accept usernames even when they are not formatted as email addresses).

My advice to any business user: stay well clear.

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Risposta: Agile CRM 26/11/2019

Hi Daniel, thanks for your feedback and appreciate your response. One of our Support managers has already contacted you. Agile CRM is an all-in-one software that is used by sales, marketing, & support teams that might not require sending bulk emails. After the first free 5000 emails, to get more benefits like unbranded emails, we request our customers to purchase additional packs that offer tracking features.

We have standard SMTP functionalities to support and accommodate all users. At this point, we're afraid we do not offer customized configuration. However, we have already raised this request internally and our engineering team is working on it. You can contact our Support team for more info.

At Agile, we believe in transparent billings, while canceling your Agile CRM subscription, we provide a period of 2 months to confirm your cancellation and preserve data. This is also helpful for users if they want to temporarily pause their accounts and billing too. However, you can get in