Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.
$8.99
*per user per month
Booker
Score 7.8 out of 10
N/A
Booker is a leading appointment scheduling, point-of-sale, and business management software that powers thousands of spas and salons worldwide. The software includes a complete suite of management tools, and provides integrated online booking, marketing, and more. Booker is completely web-based, which makes it available from any computer with a browser and internet connection, anywhere at any time. It can also be used via a smartphone or iPad.
Agile CRM is well suited if an existing customer business process is defined or drafted thoroughly. Agile allowed automating workflows and marketing to improve lead management and suppress tedious tasks so users can focus on more important matters. However, Agile CRM costs can increase significantly if you want additional features and customizations. If you know what you're doing with CRMs and marketing automation or customer contracts and management then AgileCRM is worth a try.
Booker is very user friendly with videos to help our staff who are setting up schedules. It has very robust features that our school district didn't really need when we piloted it. It has a great option for widgets to be added to websites, whether district or school site. We find that the more widgets are available, the more appreciative our parents are. This is definitely a product that is used in the business world and not in the school district world so it doesn't really have the personalization we need as a school district or a school sites. Should the site change its potential customers, it would be a great fit for us because scheduling is very challenging in a large school district, be it at the district level or at individual school sites
Booker does very well as a point of sale program. From front desk check out to back end report generation, Booker gives us an accurate daily picture of business activity.
Booker is very good at tracking gift certificate activity. We have a large number of gift certificates and are able to find, edit and void with ease. We are also able to look at the history for each individual certificate or series which helps in troubleshooting.
I do not work with scheduling myself but staffers have found Booker to be a valuable tool for managing rooms and therapists.
The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
At some point in mid-2021, the process for sending out emails 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). 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 my 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.
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.
There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.
Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.
It gets the job done but is overly detailed and has many steps to do a simple task. Reports are continuously being archived and discontinued. As soon as I get used to one it is no longer available
The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.
The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.
The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.
Booker is not always that quick to respond however, I will say, they do research the problem before getting back to you which I do like. Overall, they are kind and helpful in their responses. Though one big concern is that when there is a larger issue, they are not the best at circling back and contacting us to let us know if or how it has been resolved.
Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..
It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.
When we tried Micros, though it has robust hardware and software, It is not meant for salons. Square again the same thing, it is meant for small non salon and non service oriented businesses. Booker is by far the best of all salon softwares we have used.
This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.
It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.
Notifications are a great way that communicates to the customer their appointment confirmation, and appointment reminders.
Increased employee / staff communication, they can now log in and see their schedules.
Entering credit card at time of appointment reservation is helpful to us since we have a cancellation policy and keeps the client accountable if they are a no show or cancel last minute.
