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Take the time to try Agile CRM
March 31, 2017

Take the time to try Agile CRM

Paul K Saunders | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Agile CRM

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.
  • 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.
  • We manage all our activities better now.
Agile is a far better solution although we still use Teamwork in other aspects of our business.
[Agile CRM is well suited for] a small company with remote staff, as we are, which needs to bring all collaboration to one platform.

Agile CRM Feature Ratings

5.1
Customer data management / contact management
5
Workflow management
6
Territory management
4
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
5
Quote & order management
5
Interaction tracking
5
Channel / partner relationship management
5
3.3
Case management
3
Call center management
2
Help desk management
5
6.5
Lead management
7
Email marketing
6
5.3
Task management
6
Billing and invoicing management
4
Reporting
6
5.0
Forecasting
5
Pipeline visualization
5
Customizable reports
5
5.0
Custom fields
5
Custom objects
5
Scripting environment
5
API for custom integration
5
4.5
Role-based user permissions
4
Single sign-on capability
5
5.5
Social data
5
Social engagement
6
3.5
Marketing automation
4
Compensation management
3
8.0
Mobile access
8