Agile CRM Reviews

74 Ratings
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Score 7.0 out of 100

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Reviews (1-12 of 12)

Victoria Hoete-Dodd profile photo
Score 7 out of 10
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Use Cases and Deployment Scope

We 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.
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Carol Olona profile photo
Score 9 out of 10
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Use Cases and Deployment Scope

We use Agile when we have short-term projects and need a CRM to train our temps on. They typically can become efficient within a few hours. It's very easy to use, set-up and train on. The widgets allow us to record calls, put personalized scripts into the Contact records, and see LinkedIn profiles in the Contact records.
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Rajat Sharma profile photo
Score 9 out of 10
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Use Cases and Deployment Scope

Sales automation, boosting market efficiency, smooth customer service resolution, effective notifications to customers, reporting and dashboards, customer notifications, emails, SMS, reminders, AI, ML, and NLP integration, and chatbot integration. Gone are the days of customers having to repeat their requests to multiple people across multiple channels. Now, you can resolve cases faster the first time with guided case management and intelligent knowledge bank. It has helped with case capture, case allocation, and approval and workflows.


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Jez John profile photo
Score 9 out of 10
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Use Cases and Deployment Scope

We 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.
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No photo available
Score 9 out of 10
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Use Cases and Deployment Scope

Agile 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.
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No photo available
Score 8 out of 10
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Use Cases and Deployment Scope

Agile 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.

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Steven Davis profile photo
Score 10 out of 10
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Use Cases and Deployment Scope

I 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.
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Colin Butler profile photo
Score 5 out of 10
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Use Cases and Deployment Scope

I implemented and used Agile CRM when we downsized the sales team, and wanted something more flexible and modern than Sugar CRM. The main attractions were the graphical workflow process, integration with marketing functions, and the fact that it was cloud based.
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Mike Wittenstein profile photo
Score 8 out of 10
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Use Cases and Deployment Scope

Agile CRM is the primary application in our company. We use it for keeping our client and prospect lists, for managing email campaigns, for tracking deals, for reporting, and for doing a little bit of marketing automation. Often, will bring contractors on for a short time to use the system, especially if they are in a project management role. Personally, I touch the product 22-50 times each day. The mobile app, released just a few months ago, is wonderful and offers almost all of the basic functionality of the web-based version. Support is fast, detailed, and on point. We feel agile CRM is a good value for the money.
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Vilhelm Kruse profile photo
Score 10 out of 10
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Use Cases and Deployment Scope

Basically, Agile CRM is functioning as my company's CRM system. The customer data was getting too scattered over a lot of different systems and I was losing the overview. Probably I would need to build a real customer database with all the bells and whistles of a customized system, but I am not even sure what that would look like, so just having access to a flexible system where I can import and export contacts and tag them is a great upgrade for me, and the reason I needed a CRM system.
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Deborah Felicio profile photo
Score 10 out of 10
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Use Cases and Deployment Scope

We migrated from Zoho into Agile as Zoho usage rate by the team was very small. In order for everyone to get using our CRM we've decided to move to something much easier to set up and connect to our other systems (ticketing and finance systems). I don't agree with the way Zoho works with you having to buy different modules to be able to use the CRM as its best. This doesn't happen with Agile. As long as we have the full license (not too cheap), we can use all the features, including multi-currency deals that we do need for our business. As I said, is not the cheapest option on the market, but it is ridiculously easy to set up once your team knows what they need from it (that was the challenge bit). Overall, we are very happy with Agile, it was the best decision we could make. I actually really enjoy setting things up, it brings a smile to my face rather than panic with the previous Zoho.
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Paul K Saunders profile photo
Score 6 out of 10
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Use Cases and Deployment Scope

We have searched for a CRM solution for our small company and Agile CRM was selected as for up to 10 users the platform is free. As we are planning to grow out staff level this year is was good to know it can expand with us - plus all our clients are music artists with small teams and small record labels with small staff roster it fits right in.
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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