Overall Satisfaction with Agile CRM
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.
- 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
- no difference as yet as we only started using for sales
- Zoho
Much easier to set up against Zoho.
User-friendly against Zoho.
Team acceptance against Zoho.
User-friendly against Zoho.
Team acceptance against Zoho.
Agile CRM Feature Ratings
Using Agile CRM
7 - Manager Directors, Sales, Marketing, Operations, Systems and Programs.
1 - Systems and Data managements skills
- 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