Likelihood to Recommend 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.
Read full review My company works with a client who offers a SaaS solution to the beauty sector. We had been using Salesforce for three years but needed a system with lead nurturing, workflow automation, and user-friendliness that Salesforce lacked without a hefty monthly price tag. We are taking use of LeadMaster's eMarketing, automation, and workflow management capabilities as well as the streamlined nature of the Professional Edition. We've been able to better regulate the sales process and boost our conversion rate as a result. We have been very pleased with LeadMaster's customer service and would suggest their product without reservation.
Read full review Pros The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved. I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact. Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate. Read full review It has business app Use the cloud based technology No integrations at all no communication gap Software customizations as per your business and working strong customer support Read full review Cons 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. Read full review Need to give all features/access to top level designations of the company. (title based access/feature) need to enhance more communication with team with real-time notifications. Need to improve in deep reporting metrics Read full review Likelihood to Renew 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.
Read full review Usability 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.
Read full review My ability to more effectively manage the workflow in our office has been greatly enhanced by LeadMaster. Each member of my team is aware of the students they are responsible for recruiting and the specific process that should be followed with each and every one of them. The system also enables us to practically eliminate the use of paper in our process, which helps to reduce the number of different types of office errors.
Read full review Reliability and Availability 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.
Read full review Performance 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.
Read full review Support Rating 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.
Read full review The reason to give this rating because of the following. 1. Assessing the efficiency of campaigns involving several agencies and points of contact 2. True close loop reporting 3. The capacity to manage a channel through the use of features for updating leads and pipelines. 4. Ensuring that no leads were lost and that they were always assigned to someone for follow-up, whether the lead originated through e-marketing, the filling out of a form on a website, or even a lead from a trade fair 5. Creating a seamless connection between marketing and lead generating
Read full review Online Training 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..
Read full review Implementation Rating Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
Read full review Alternatives Considered 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.
Read full review My client has been using Salesforce for the past two years, but they were looking for a system that would provide lead nurturing, workflow automation, and overall ease of use – functionality that was just not available within Salesforce without incurring a large, monthly fee. I'm using one of my clients who has been using Salesforce for the past two years. Because of LeadMaster's user-friendliness, robust automation and workflow management, and eMarketing capabilities, we have decided to employ the Professional Edition. As a result, we are able to better regulate the sales process and achieve a higher closure rate.
Read full review Scalability 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.
Read full review Return on Investment 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. Read full review To mange the vendor/customer as per services or requirement helps to improve service wise business reporting helps to know the service wise sale a bit communication lag between team that create a delay in closing deal. Read full review ScreenShots