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
Dayforce
Score 7.9 out of 10
Enterprise companies (1,001+ employees)
Dayforce HCM is a cloud-based platform encompassing HR, payroll, benefits, and talent and workforce management. It provides companies with a scalable framework and real-time data, such as continual pay calculations, to enable efficient decision-making.
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.
Ceridian is well suited for transferring time data between systems to ensure employees are accurately compensated based on their time. Ceridian is not ideal when an employee has transferred to a different country. (As previously mentioned, we are required to create a new user record which with our setup requires the existing employee to be hired in the new location).
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.
We are highly invested in Ceridian's Dayforce product. It give us the flexibility and scaling that our growing company needs. Its potential reaches beyond the basic HR functions to the decision making that our Management Team needs. Ceridian is always innovating the employee and employee experiences to offer cutting edge options.
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.
I think it's very usable for the employee. I don't think it is as easy for the HR/PR admins - especially if there is an issue. There are so many setup screens that need to be looked at to try to figure out why payroll isn't calculating properly, hours aren't feeding over correctly, or benefits are not calculating properly. For the most part, they can't do their own troubleshooting. The same is true for the managers. Our managers find it cumbersome to go into make any schedule changes after the schedules have been generated.
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.
We have never experienced a total/unplanned outages that effected our ability to process payroll. However, there are times when the application's speed is significantly effected - and processing a payroll may take up to twice as long as normal.
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.
We haven't noticed any slow-down due to the integration of Dayforce WFM with our Ceridian HPL products (HRIS and Payroll). The new HTML view of the timesheets don't load as quickly as the old Silverlight view - however, we have gotten used to the change.
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.
Most of the time the support is great; it's not always super efficient but I always get the help I need. Occasionally it takes a lot longer than we had hoped or get conflicting responses. We had one ticket recently where we were told we would have to pay the service team to support us on the project and then another person called the next day with the solution to our query and was able to find a solution easily. Generally, though, the response is great and they either walk me though how to do something via a Zoom Meeting or they email step-by-step instructions on how to do it and say if I have questions we can set up a meeting to discuss further.
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..
The online training is very good, there is a wide variety of topics offered and several dates and times. The instructors are very knowledgeable about the subjects they are teaching. There are so many ways to program Dayforce that just the basics seem to be covered in the class.
Have a strong internal team. Communicate with your implementation team - they are there to make it work for you. Take the time to really think about how you want the system to work for you - in some cases, you may need to rethink your own business practices to see if you are working harder when the system could do it for you
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.
All of the info for Payroll, HR updates, employee updates, Time worked and PTO are in a single application, with a single login, updated in every screen or module in real time. There is no lag in data from screen to screen or from user to user, its almost instant.
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.
Overall, we are extremely happy with the Dayforce WFM module. Our biggest pain point is concerning the twice annual software upgrades - which is the only reason I haven't rated them as a '10'. Because every customer is configured differently, the upgrades can sometimes have adverse effects on our current configured policies/rules. And although they roll-out the upgraded version in a test environment several weeks before go-live, not all testing is accurate in that environment. Some issues do not present themselves until you are working with live punches.
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.
Performance Reviews/Comp used to be handled via paper and tracking/reporting was a nightmare - having all of that in the system is so much more efficient and provides huge ROI
Our organization used to have big problems with hiring managers going rogue and hiring positions that aren't approved by Finance - we built an approval workflow in the system that triggers before any req is approved which has completely solved this problem
Dayforce Wallet has been a huge perk for our employees - it's heavily used and our crew love it
