TrustRadius
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.https://dudodiprj2sv7.cloudfront.net/product-logos/Zm/ug/2TDNAA61SJUX.jpegAgile CRMGood entry level priced CRM2018-11-07T15:57:40.816ZWe currently use Agile CRM across the business to manage our customer and potential customer details. We also use the email templates and the campaigns to deliver our monthly and weekly updates to our subscribers as well as update all verified customers on important changes. The data syncs to our backend applications as well.,Easy to add new contacts whether manually or automatically as they fill in forms on site.
The banners feature is useful to flag important messages regarding certain users.
The email reporting is easy to see CTR open rate etc.,The email builder really needs an open HTML section to allow you to easily embed code in your email.
It's not easy to view the complete number of contacts when over 10000.
More help documents on their site would make using the campaign feature better.,6,All contact data is in one spot
You can see a detailed view of each contact's deal history
It is a more affordable option than some CRMs,HubSpot CRM,WordPress, Yoast Wordpress SEO Plugins,2,No,No, haven't had good support in the pastVictoria Hoete-DoddAgile we love it! (mostly)2017-12-15T23:06:53.369ZWe use Agile CRM for our own needs, and also our clients. After trialing over 6 other CRM solutions we decided that Agile had a unique blend of address book/sales pipeline and marketing automation to support a variety of departments including sales and marketing. We are also deciding if we should adopt their ticketing system to replace another product.,Tracks all of our clients, prospects and sales pipeline
Manages inbound leads and marketing automation
Acts as a bulk email system for messages and e-newsletters,UI and UX - it's improving and it's 90% a joy to use. Some things are just really clunky with multiple windows opening (newsletter campaign management is a good example).
I have yet to see their approach to the new EU data protection regulation which would be a deal breaker and would entail us leaving them if their plans are not published soon. That said I think most tech companies are guilty of a lack of planning.
Ticketing feels poor compared to Zend Desk and Zoho Desk.,9,Very positive ROI, handles lead and event management really well.
Keeps the whole team on the same page.,Capsule CRM, Highrise, OnePageCRM, Pipedrive, Salesforce.com, Infusionsoft and HubSpot CRM,Xero, Basecamp, MailChimp, WorkflowMax, G SuiteJez JohnA quickly growing a powerful platform! Great for small businesses2018-01-02T17:55:52.497ZI use AgileCRM to collect contact information and manage sales and recruitment efforts and leads. This platform allows me to target my marketing and sales efforts towards students that are most likely to purchase by using a points system.,The functionality of creating the campaign is very well thought out. It's extremely intuitive and I'm able to create what is considered complex campaigns with ease.
The ability to add points to the profile of a lead and rank them makes sorting and targeting potential customers very easy.
Review profile of a lead is very easy. Custom fields are easy to create and are visible in the profile.,If a lead is marked as "hard bounce", meaning that a sent email bounced, the system will not send any more emails to that lead. The only way to fix this is to delete the lead and add it again. This results in losing all history from the lead.,10,Helped business because there was a better understanding of the size and profiles of my leads
Negative impact - leads were labeled as hard bounce and couldn't send until a lead was deleted and added again. VERY time consuming. Luckily this doesn't happen much.
Negative impact - Fake leads are added on a daily basis. AgileCRM doesn't have a double confirmation of added leads. But I believe this is normal in many CRMs and can be managed.,Saleforce and SugarCRM,Skype, Google Analytics, HostGator,2,1,Managing leads
Sending email campaigns specific to the needs of each lead
Scoring,Scoring was the most helpful.
Associating campaigns to tags for easy sending from the profile of a lead
Notices when a lead opens an email or visits a page,Customer portal
Relational database integration
Closing a sale,10,Yes,Price
Product Features,While place does continue to be my priority, features and customer service are vital. It's important to have the functionality needed to grow. At the same time, it's also important to work with the company that can solve challenges as they arise. Is the company begins to grow, price becomes less of an important feature.,Implemented in-house,No,Simply learning a new platform
Entering the multiple leads I had in my previous CRM,10,Online training
Self-taught,10,Most of the program was intuitive. In other words, it was easy to figure out because the buttons and teachers were very well organized and easy to understand. The nice thing about AgileCRM Is that I was able to call, right or schedule a training session if I didn't understand something on my own.,10,I would start with the free platform first to familiarize yourself with its features. Once you gain a basic understanding, You can upgrade to the paid version And then Start using more robust features. Also, don't get overwhelmed. Start small. And work your way up. If you break the CRM down into parts, it's manageable in easy-to-understand.,No - we have not done any customization to the interface,No - we have not done any custom code,no. I'm still using and learning from the existing platform.,Yes,10,Yes,AgileCRM Was extremely helpful in helping me understand how campaigns work. I was extremely intimidated with the concept of learning how to use campaigns.I have a lot of cognitive awareness for sibling knowledge ofWhat is needed to be done, but I wasn't sure exactly how to do it. AgileCRM has helpful videos, but also was able to log into my account and confirm the proper configuration of my campaign which I designed.,Adding leads
Creating triggers
Creating a scoring system,identifying and deleting fake leads
fixing a hard bounce lead,Yes,10,10,10,10,none,I would like to create a customer portal for my leads that convert into customers.,File import/export,10,I don't have much experience integrated AgileCRM To other platforms. The little bit of integration that I have done,Has been satisfactory.,10,10,I'm not sure that negotiating is the proper word. Bottom bottom line is is that The staff Was available to help address age challenges as they arose.,Maintain a healthy level of communication with your vendor. I prefer to refer to them as partners.,Yes,Managing numerous leads
Scoring leads to identify those that were more likely to make a purchase.
Keeping leads warm.,Customer portal
Refresh hard bounced leads,Yes,NoSteven DavisAn affordable and inclusive CRM tool2018-06-26T21:40:26.518ZAgile CRM is currently being used by different organizations throughout the company as a versatile and inclusive program which allows for several business tools to be within the same interface with integrations between them. Agile CRM allows you to synchronize, manage, organize and communicate with contacts in an intelligent way that saves valuable time by eliminating several administrative tasks.,Intuitive and provides a great user experience through its simple web design; takes no time to set-up and jump right in.
Offers integrations with multiple other software platforms to provide a flexible and inclusive business tool.
One of the best options available at this price point; plans available to add more features to adjust to your business needs.,Reporting is lacking.
The more features needed, the pricier the plan.
Testing options are lacking.,9,Eliminated several menial administrative tasks to allow the workforce to focus on things with more value.
Easy set-up and intuitive with a manageable learning curve.
Affordable.,JIRA Software, Microsoft ProjectVerified UserAgile CRM definitely worth a try2018-02-28T19:59:39.317ZAgile CRM is used by the Technology project management department to support business users and client reporting group. Agile CRM is utilized to keep track of the customer contracts, managing those contacts and making follow up of the communications with each customer and for each contact. Time is being saved as the user groups skills grow. The features have reduced a lot of time on administrative tasks, allowing to focus on more business critical projects. The e-mail templates are useful in that you don’t need any additional external platforms to perform professional marketing. The Web rules are also nice and efficient and the push notification as well. The option to filter the users based on the tags, one has attributed to them is of great help to organize your users and the ability to export a filtered segment in csv format gives you endless possibilities for further processing and data management.,The template emails saves a lot of time and is used quite often.
The synchronization of contacts from Outlook to GMail and other platforms allows easy follow-up to all communications for each lead, deal and contact.
The integrations with websites and providers promotes encourage to explore more solutions to improve business activities.
The chat support is very helpful. They're patient and will answer your questions and offer recommendations to their development team to implement them as new features if it's important your business needs.,The learning process is more challenging and takes longer to get used to the way things are handled in Agile CRM.
Agile CRM needs to improve their testing and preview options for different campaign segments.
There are some user interface tasks that could be made more user friendly such as setting up email templates and forms templates.,8,Agile CRM has been valuable for customizing our sales process, allowing our sales associates to make more phone calls, send more relevant and marketing materials and talk to customers more frequently. This is essential to any investment company looking out for their customers and customer success.
Agile CRM allows us to market to our existing clients and track and managing clients, ex-clients and prospects.
The email campaigns are going better than they did with other "email" CRM programs.,Verified User
Unspecified
Agile CRM
61 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
