The $9 a month alternative that claims to do it all.
November 27, 2017

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

Vilhelm Kruse | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Agile CRM

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.

Pros

  • 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.

Cons

  • 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.
  • 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)
With Agile CRM, I get the most bang for my buck, being a one-man operation. Their selling point that they offer everything you need is very sexy when the budget is limited. At the end of the day, Agile CRM offered a solution to my core business problem (which was centralizing client information) where other platforms do super sexy things, that I really did not need - and most were a lot more expensive.
Agile CRM is well suited for a small business which has all the needs of a big business but a much smaller budget. It is very easy to learn and use and there is a lot of room to grow if you can stay within the compounds of the software (there are limits to the flexibility).

Agile CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
Not Rated
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
10.0
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
1.0
Social data
1
Social engagement
1
10.0
Marketing automation
10
Compensation management
Not Rated
7.0
Mobile access
7

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