Agile CRM Reviews

79 Ratings
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Score 6.9 out of 100

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Victoria Hoete-Dodd | TrustRadius Reviewer
December 11, 2019

Good entry level priced CRM

Score 7 out of 10
Vetted Review
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Usability

7
Various aspects of it are easy to use, such as the contact profiles and what information you can store. I'm not so fond of the email template and campaign set up tools. Unless you want to use preset templates there is limited scope for customisation. However, once you work out how on earth to use it you can make do.
Read Victoria Hoete-Dodd's full review

Feature Scorecard Summary

Customer data management / contact management (12)
9.1
Workflow management (10)
8.0
Territory management (6)
9.3
Opportunity management (10)
8.9
Integration with email client (e.g., Outlook or Gmail) (11)
7.9
Contract management (7)
8.5
Quote & order management (8)
8.5
Interaction tracking (12)
8.1
Channel / partner relationship management (5)
9.0
Case management (8)
6.1
Call center management (8)
6.0
Help desk management (10)
6.1
Lead management (12)
9.0
Email marketing (12)
9.1
Task management (10)
9.5
Billing and invoicing management (6)
6.9
Reporting (11)
6.1
Forecasting (9)
6.8
Pipeline visualization (10)
8.0
Customizable reports (10)
6.5
Custom fields (12)
8.6
Custom objects (7)
6.4
Scripting environment (4)
6.8
API for custom integration (6)
6.4
Single sign-on capability (9)
8.5
Role-based user permissions (10)
8.8
Social data (9)
9.3
Social engagement (9)
8.9
Marketing automation (9)
9.4
Compensation management (5)
6.5
Mobile access (10)
7.0

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