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 It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.
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 for online appointment bookings. Good for taking payments. Good for onboarding new clients. Integrates with your website. Integrates with Facebook Pages. 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 Payment collection: We want to have an option to allow clients to choose the amount they wish to pay. Improved ease of use with forms. 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 Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).
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 I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.
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 I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
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 I have no clue I'm assuming that we would not have people making appointments with us if we didn't have this service Read full review ScreenShots