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Best CRM We Could Have Gone For
November 27, 2017

Best CRM We Could Have Gone For

Deborah Felicio | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

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.
Ridiculously easy to set up.

Agile CRM Feature Ratings

8.1
Customer data management / contact management
10
Workflow management
5
Territory management
7
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
5
Interaction tracking
8
10.0
Case management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
6.5
Task management
5
Reporting
8
6.7
Forecasting
5
Pipeline visualization
10
Customizable reports
5
10.0
Custom fields
10
Scripting environment
Not Rated
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
9.0
Social data
9
Social engagement
9
10.0
Marketing automation
10
Compensation management
Not Rated
10.0
Mobile access
10

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
It is still the most appropriate CRM to our company