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://media.trustradius.com/product-logos/Zm/ug/2TDNAA61SJUX.jpegFast implementation, easy to useWe 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.,The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved. I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact. Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.,The reporting is a little kludgy. You can't get all reports easily on screen and you need to upgrade to view Activity Reports.,9,Made it cost effective to take on short term lead generation projects where we needed a large number of seats for a short time.,Salesforce.com,Microsoft Office 365, Salesforce.comAgile CRM: One stop solution for all your needsSales 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.,Sales automation Boosting market efficiency Smooth customer service resolution Effective notifications to customers,UI can be upgraded for a better UI experience. Overall customer onboarding experience can be improved with deeper process flows covering all business use cases. Integration with other reporting tools such as Tableau can be improved to give better reporting experience.,9,Ticket creation user experience Ticket response user experience Workflow Response automation SLA management Attachments/screencasts Ticket collaboration,ADAPTcrm,ADAPTcrm, CRMnext, Zoho CRMGood entry level priced CRMWe 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 pastAn affordable and inclusive CRM toolAgile 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 ProjectAgile CRM definitely worth a tryAgile 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.,Agile we love it! (mostly)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.,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 SuiteA quickly growing a powerful platform! Great for small businessesI 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,NoCRM & Marketing Automation for a certain type of business modelI 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.,Integrated and cohesive one-stop-shop. Website integration and intelligent click tracking. Drag and drop sales process GUI.,While many aspects of the software are intuitive and simple to implement, much of the marketing automation functions assumed a level of technical familiarity that was beyond the average user. As soon as a tutorial tells me to get something from GitHub, I get the idea they're talking to a technician. The help files, tutorials were of low quality and not always kept up to date with changes in layout of the software etc. During the period we were using Agile CRM, I had to constantly trawl through their update logs and forum. This is because, as the name Agile suggests, the development and improvement of the software was constantly evolving in an organic fashion. But many of the developments were not relevant to us; majorly they were integrations with obscure apps that I would never use. But I had to understand 20 changes to locate the one that had some relevance to me.,5,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.,,ActiveCampaignAgile CRM - like the name says, it flexes just the way you need it toAgile 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.,Agile CRM makes it easy to find out exactly where we are with any potential deal. It tracks notes that we enter directly into the program as well as displays emails and related people and deals with the click of a mouse. Agile CRM has some remarkably capable marketing automation capabilities that we are just tapping into. You can set up drip campaigns, automated responses, and with Zapier, you can do even more. The Kanban style deal board… See exactly where each deal is and where we need to pay attention. In short, it shows us the next right thing to do.,On the deal board, I'd like for agile to show how many days a deal has been in that stage. That information is available in other places, but having it on the Kanban board would be great. It takes quite a bit of contextual understanding to make the marketing automation work. It would be much better if more of that information were available in the interface so you didn't have to do so much off program research and decisioning prior to implementing your ideas. I'd like for agile CRM to also offer a "picture" of how the existing marketing automations and campaigns interact with each other, to avoid embarrassing or duplicate emails and other actions.,8,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.,salesforce and HubSpot,Google Drive, Adobe Acrobat DCThe $9 a month alternative that claims to do it all.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.,Tagging clients and sending out emails to groups. It beats any e-mail server by a mile. Good integration with gmail so that my clients are being auto-imported whenever I send an email from my ordinary email server. Great simple website integration with forms, landing pages, lead behavior capturing etc. - you really get a lot of functionality for your money.,The newsletter part is a bit clunky compared to dedicated services like MailChimp or Aweber. It's just not very streamlined and logical. There needs to be more flexibility in importing contacts. Currently, you can only import if you have an email and a name which obviously a lot of systems don't. It makes manipulating data by importing very difficult and the 'having to have a first name' is not even consistent with the system itself. The iPhone/Android app is not quite doing it for me - very hard to navigate currently.,10,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),Highrise, Zoho CRM and HubSpot CRM,Joomla!, WordPress, MailChimp, AWeberBest CRM We Could Have Gone ForWe 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.,easy to set up somehow affordable team loves working with it,A little bit expensive for smaller companies Still not very intuitive and some features that you would think are just common sense, sometimes they are not available,10,no difference as yet as we only started using for sales,Zoho,Bizzabo, Xero,7,1,Connect to other systems within the company via Zapier and open API Centralizing data,Managing sales pipeline all under one place and sync with invoicing system,Tracking web usage,10Take the time to try Agile CRMWe 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.,Easy to use and set up. Quick to learn. Great support and back up.,Could be better in terms of the overall look in terms of user experience.,6,We manage all our activities better now.,Teamwork Projects,Teamwork Projects
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Agile CRM
70 Ratings
Score 7.1 out of 101
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Agile CRM Reviews

Agile CRM
70 Ratings
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Score 7.1 out of 101

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Carol Olona profile photo
June 15, 2019

Fast implementation, easy to use

Score 9 out of 10
Vetted Review
Verified User
Review Source

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.
Read Carol Olona's full review
Rajat Sharma profile photo
April 11, 2019

Agile CRM: One stop solution for all your needs

Score 9 out of 10
Vetted Review
Verified User
Review Source

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.


Read Rajat Sharma's full review
Victoria Hoete-Dodd profile photo
November 07, 2018

Good entry level priced CRM

Score 6 out of 10
Vetted Review
Verified User
Review Source

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.
Read Victoria Hoete-Dodd's full review
No photo available
June 26, 2018

An affordable and inclusive CRM tool

Score 9 out of 10
Vetted Review
Verified User
Review Source

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.
Read this authenticated review
No photo available
February 28, 2018

Agile CRM definitely worth a try

Score 8 out of 10
Vetted Review
Verified User
Review Source

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.

Read this authenticated review
Jez John profile photo
January 27, 2018

Agile we love it! (mostly)

Score 9 out of 10
Vetted Review
Verified User
Review Source

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.
Read Jez John's full review
Steven Davis profile photo
January 19, 2018

A quickly growing a powerful platform! Great for small businesses

Score 10 out of 10
Vetted Review
Verified User
Review Source

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.
Read Steven Davis's full review
Colin Butler profile photo
December 14, 2017

CRM & Marketing Automation for a certain type of business model

Score 5 out of 10
Vetted Review
Verified User
Review Source

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.
Read Colin Butler's full review
Mike Wittenstein profile photo
December 13, 2017

Agile CRM - like the name says, it flexes just the way you need it to

Score 8 out of 10
Vetted Review
Verified User
Review Source

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.
Read Mike Wittenstein's full review
Vilhelm Kruse profile photo
November 27, 2017

The $9 a month alternative that claims to do it all.

Score 10 out of 10
Vetted Review
Verified User
Review Source

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.
Read Vilhelm Kruse's full review
Deborah Felicio profile photo
November 27, 2017

Best CRM We Could Have Gone For

Score 10 out of 10
Vetted Review
Verified User
Review Source

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.
Read Deborah Felicio's full review
Paul K Saunders profile photo
March 31, 2017

Take the time to try Agile CRM

Score 6 out of 10
Vetted Review
Verified User
Review Source

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.
Read Paul K Saunders's full review

Feature Scorecard Summary

Customer data management / contact management (12)
8.9
Workflow management (10)
7.7
Territory management (6)
8.3
Opportunity management (10)
8.3
Integration with email client (e.g., Outlook or Gmail) (11)
8.3
Contract management (7)
8.2
Quote & order management (8)
7.7
Interaction tracking (12)
8.3
Channel / partner relationship management (5)
9.0
Case management (8)
6.4
Call center management (8)
6.2
Help desk management (10)
6.5
Lead management (12)
8.7
Email marketing (12)
8.7
Task management (10)
8.5
Billing and invoicing management (6)
6.8
Reporting (11)
6.7
Forecasting (9)
6.5
Pipeline visualization (10)
8.1
Customizable reports (10)
6.4
Custom fields (12)
8.5
Custom objects (7)
7.1
Scripting environment (4)
7.0
API for custom integration (6)
7.2
Single sign-on capability (9)
8.4
Role-based user permissions (10)
8.2
Social data (9)
7.7
Social engagement (9)
7.4
Marketing automation (9)
8.7
Compensation management (5)
7.3
Mobile access (10)
7.7

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