Agile CRM Success
February 12, 2021

Agile CRM Success

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Agile CRM

We are using Agile CRM to replace our old computer program. We are using it across the whole company. We are now able to see documents and due dates across all departments and in all of the company's manufacturing facilities. This addresses communication errors and gaps that existed in our previous systems.
  • Easy to use
  • Good interface for top-level viewing
  • Can add custom information fields
  • It takes training to learn how to use Agile CRM beyond basic functions
  • Hard to add custom fields; not user friendly
  • Glitches appear when using certain browsers
  • Improved product visibility
  • Helped streamline our meeting agendas
  • Able to track job progress
  • Able to pull up work instruction/drawings on assembly line
I have used Microsoft 365 and older DOS-based programs, both of which have clunky interfaces, are not very user friendly, and are very hard to customize for information. For example, to have a searchable function in 365, we had to add a window and put our search words in the notes. Agile CRM has this functionality built in and can search for anything in the database.

Do you think Agile CRM delivers good value for the price?

Yes

Are you happy with Agile CRM's feature set?

Yes

Did Agile CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Agile CRM go as expected?

Yes

Would you buy Agile CRM again?

Yes

This product overall does most things well. It is a good tool because it can serve many functions. It is more user friendly and is customizable to the customers needs. It provides information across all business functions and teams. You are able to track job progress and give detailed data reports for use in meetings. The reports are customizable as well.
Training was lacking in the beginning for users, and tech support is available but was hard to access. We had to get a special supervisor training and direct contact with support. Then we were able to get further training on functionality of the product. There are custom features that are not intuitive for new users.
In our case it was great source for integrating all our parts and our projects. It is easy to log in and see accurate part numbers, vendor information, and production deadlines. We were able to keep track of project progress and due dates. It also simplified ordering parts on new projects.

Agile CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
7
Quote & order management
7
Interaction tracking
6
Channel / partner relationship management
8
Case management
7
Call center management
7
Help desk management
6
Lead management
6
Email marketing
6
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
6
Pipeline visualization
7
Customizable reports
8
Custom fields
8
Custom objects
8
Scripting environment
7
API for custom integration
7
Role-based user permissions
9
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
6
Compensation management
6
Not Rated
Mobile access
Not Rated