Agile CRM Reviews

73 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.0 out of 101

Do you work for this company? Manage this listing

Overall Rating

Reviewer's Company Size

Last Updated

By Topic

Industry

Department

Experience

Job Type

Role

Filtered By:

Reviews (1-12 of 12)

Victoria Hoete-Dodd profile photo
Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Victoria Hoete-Dodd's full review
Carol Olona profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Carol Olona's full review
Rajat Sharma profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Rajat Sharma's full review
No photo available
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read this authenticated review
Jez John profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Jez John's full review
Steven Davis profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Steven Davis's full review
Colin Butler profile photo
Score 5 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Colin Butler's full review
Mike Wittenstein profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Mike Wittenstein's full review
No photo available
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read this authenticated review
Vilhelm Kruse profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Vilhelm Kruse's full review

Feature Scorecard Summary

Customer data management / contact management (12)
8.9
Workflow management (10)
7.7
Territory management (6)
8.6
Opportunity management (10)
8.5
Integration with email client (e.g., Outlook or Gmail) (11)
8.1
Contract management (7)
8.3
Quote & order management (8)
8.0
Interaction tracking (12)
8.3
Channel / partner relationship management (5)
9.0
Case management (8)
6.0
Call center management (8)
6.0
Help desk management (10)
6.1
Lead management (12)
8.6
Email marketing (12)
8.8
Task management (10)
8.9
Billing and invoicing management (6)
7.0
Reporting (11)
6.4
Forecasting (9)
6.7
Pipeline visualization (10)
8.0
Customizable reports (10)
6.4
Custom fields (12)
8.4
Custom objects (7)
6.9
Scripting environment (4)
7.0
API for custom integration (6)
6.9
Single sign-on capability (9)
8.4
Role-based user permissions (10)
8.4
Social data (9)
8.3
Social engagement (9)
8.0
Marketing automation (9)
9.0
Compensation management (5)
7.1
Mobile access (10)
7.6

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