Likelihood to Recommend Agiline CRM is a tool one must have installed in their company in order to manage and strengthen the bond with their clients. How cool is that to use a tool which is user-friendly and is helping you in almost everything. Its contact management feature is amazing along with the marketing automation feature. Agiline CRM is a tool that has made Customer relation management quite handy.
Reuben Jude Manager, Clinical Operations, Mental Health & Substance Use
Read full review The way Community Tax uses Sugar from a users point of view is, it can house a lot of information for either a company or individual with the option of adding additional sub cases . The down side is there are licenses issued per user and 1 per user is not enough because most of the time we are multitasking. Therefore a program/software would be more suitable instead of using a URL.
Read full review Pros Its marketing automation feature is fast and dynamic. It has the capacity to hold many contacts intact and manages them amazingly. Its interface is easy and not complex for beginners. Reuben Jude Manager, Clinical Operations, Mental Health & Substance Use
Read full review Great way to keep myself organized. I do not miss appointments with clients since within the system I can input my appointment time and also send out a reminder to my clients. It has a nice layout [that] does not seem to be cluttered. I find it to be very user friendly. It has customizable dashboards which I find beneficial Read full review Cons I have found its import of contacts quite complex. It doesn’t work well with some of the browsers. Reuben Jude Manager, Clinical Operations, Mental Health & Substance Use
Read full review The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface General layout could be improved by the addition of modern templates to customize the standard look and feel Support communities could be further improved with the addition of videos on how to do specific configuration, modules. Read full review Likelihood to Renew Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.
Read full review Usability Agiline CRM is [a] well-designed tool for marketing automation and for Contact management my overall experience is great with it. The customer support of Agiline is amazing. We had to get in contact with them twice and found them highly responsive and professional people having complete command of the product which eventually facilitated us in solving our problem.
Reuben Jude Manager, Clinical Operations, Mental Health & Substance Use
Read full review There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.
Read full review Reliability and Availability SugarCRM has never been down for us.
Read full review Performance No response time issues ever. Very productive due to its ease of use.
Read full review Support Rating Its features like sales automation have helped in saving our time and with the help of this tool, we can keep the data of our loyal clients safe in one place. It has multiple features to facilitate one's experience. But its price is not good. Agiline CRM is a tool that has made customer relation management quite handy.
Reuben Jude Manager, Clinical Operations, Mental Health & Substance Use
Read full review The support overall at least for us has been phenomenal. Anytime that the system has any Issues at all IT gets in contact from someone from support to get the system back up and running. Have never gone more than 30 minutes with the system not working. So overall I will be definetely recommending this system in any other company that I may work for in the future.
Read full review In-Person Training We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.
Read full review Online Training Only part of an implemementation as noted previously.
Read full review Implementation Rating Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.
Read full review Alternatives Considered Agiline CRM is a magic tool with multiple features and works so well with our business. The working of Agiline CRM. is fast but on the other hand, the speed of action of
1CRM was not so good and was clunky. Above all
1CRM wasted our time as that was so difficult tool to understand.
Reuben Jude Manager, Clinical Operations, Mental Health & Substance Use
Read full review Sugar Sell is the only product we found that met the needs of everyone involved in the evaluation process. It can be customized to accomplish just about anything you need, and trust me....we pushed the limits on that. It is a product that our users actually enjoy using which in itself contributes to productivity. We used other CRM tools in the past, and the discontent from our users resulted in consistently declining use and ultimately dropping those products.
Read full review Scalability Works from 2-300 Users in our experience.
Read full review Return on Investment Its customer service is perfect and gives timely responses. Price is unfair and should be decreased. Not browser friendly. Reuben Jude Manager, Clinical Operations, Mental Health & Substance Use
Read full review Overall seems to be more expensive than other subscription based CRMs. Has positively impact our sales team to make more efficient and accountability among sales teams. Also allows for high level aggregated reporting Has been impactful for all teams, not only sales to track individual activity on a daily, weekly, monthly and quarterly basis Read full review ScreenShots