Agile CRM Reviews

74 Ratings
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Score 7.0 out of 100

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Score 9 out of 10
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Return on Investment

  • 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.
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Score 8 out of 10
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Return on Investment

  • 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.
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Steven Davis profile photo
Score 10 out of 10
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Return on Investment

  • 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.
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Colin Butler profile photo
Score 5 out of 10
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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.
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Score 8 out of 10
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Return on Investment

  • Agile CRM is such an integral part of our business, that I can imagine life without it. If we didn't have it, it would mean missing important calls, not following up on key leads, and not having current contact information for many of our clients, vendors, and prospects.
  • In addition to cost savings, agile CRM also helps me save time. It's very responsive, so updating records is not a hassle. I particularly like being able to import details from someone's LinkedIn page without having the type of thing.
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Vilhelm Kruse profile photo
Score 10 out of 10
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Return on Investment

  • Ease of mind and less stress in the daily work of following up with clients and cases
  • Good starting point for understanding my needs.
  • I can't excuse myself by saying I don't have access to a platform that 'does that, 'because Agile CRM probably does that. (there is a ton of features)
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Feature Scorecard Summary

Customer data management / contact management (12)
8.9
Workflow management (10)
7.7
Territory management (6)
8.7
Opportunity management (10)
8.5
Integration with email client (e.g., Outlook or Gmail) (11)
8.0
Contract management (7)
8.3
Quote & order management (8)
8.1
Interaction tracking (12)
8.2
Channel / partner relationship management (5)
9.0
Case management (8)
5.9
Call center management (8)
5.9
Help desk management (10)
6.0
Lead management (12)
8.6
Email marketing (12)
8.8
Task management (10)
9.1
Billing and invoicing management (6)
7.0
Reporting (11)
6.3
Forecasting (9)
6.7
Pipeline visualization (10)
7.9
Customizable reports (10)
6.4
Custom fields (12)
8.4
Custom objects (7)
6.8
Scripting environment (4)
7.0
API for custom integration (6)
6.8
Single sign-on capability (9)
8.4
Role-based user permissions (10)
8.5
Social data (9)
8.6
Social engagement (9)
8.2
Marketing automation (9)
9.1
Compensation management (5)
7.0
Mobile access (10)
7.5

About Agile CRM

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.

Agile CRM Technical Details

Operating Systems: Unspecified
Mobile Application:No