TrustRadius
Agile CRM - like the name says, it flexes just the way you need it to
https://www.trustradius.com/crmAgile CRMUnspecified7.170101
Mike Wittenstein profile photo
December 13, 2017

Agile CRM - like the name says, it flexes just the way you need it to

Score 8 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Agile CRM

Agile CRM is the primary application in our company. We use it for keeping our client and prospect lists, for managing email campaigns, for tracking deals, for reporting, and for doing a little bit of marketing automation. Often, will bring contractors on for a short time to use the system, especially if they are in a project management role. Personally, I touch the product 22-50 times each day. The mobile app, released just a few months ago, is wonderful and offers almost all of the basic functionality of the web-based version. Support is fast, detailed, and on point. We feel agile CRM is a good value for the money.
  • Agile CRM makes it easy to find out exactly where we are with any potential deal. It tracks notes that we enter directly into the program as well as displays emails and related people and deals with the click of a mouse.
  • Agile CRM has some remarkably capable marketing automation capabilities that we are just tapping into. You can set up drip campaigns, automated responses, and with Zapier, you can do even more.
  • The Kanban style deal board… See exactly where each deal is and where we need to pay attention. In short, it shows us the next right thing to do.
  • On the deal board, I'd like for agile to show how many days a deal has been in that stage. That information is available in other places, but having it on the Kanban board would be great.
  • It takes quite a bit of contextual understanding to make the marketing automation work. It would be much better if more of that information were available in the interface so you didn't have to do so much off program research and decisioning prior to implementing your ideas.
  • I'd like for agile CRM to also offer a "picture" of how the existing marketing automations and campaigns interact with each other, to avoid embarrassing or duplicate emails and other actions.
  • Agile CRM is such an integral part of our business, that I can imagine life without it. If we didn't have it, it would mean missing important calls, not following up on key leads, and not having current contact information for many of our clients, vendors, and prospects.
  • In addition to cost savings, agile CRM also helps me save time. It's very responsive, so updating records is not a hassle. I particularly like being able to import details from someone's LinkedIn page without having the type of thing.
Agile CRM is much less expensive than Salesforce. It might not have all the potential of those thousands of add-ons, but for those who have basic needs – and the need to customize to some extent, it more than delivers.
Agile CRM has more advanced features, particularly around marketing automation, and hub spot does. While hub spot is free for the CRM element, using the other tools that come standard and agile CRM raises your cost considerably.
Outlook for business just isn't organized in a friendly enough way for you to see who you know and to keep things current.
If you're looking for a fully functional CRM that is easy to use on practically any device while reducing your dependence on multiple programs (deal reporting, contact center, service tickets, marketing automation) then you should consider agile CRM. If you are a do-it-yourselfer, the agile CRM support team is excellent in getting you going – and keeping you going. The responses are quick, on point, and very helpful.

Agile CRM isn't wonderful at updating groups of records (unless you're facile with database imports and exports). For example, selecting 500 records and switching tags could be a much simpler process…

Agile CRM Feature Ratings

Customer data management / contact management
9
Workflow management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
8
Call center management
7
Help desk management
8
Lead management
10
Email marketing
8
Task management
6
Reporting
7
Forecasting
8
Pipeline visualization
8
Customizable reports
8
Custom fields
10
Custom objects
7
API for custom integration
Not Rated
Role-based user permissions
8
Single sign-on capability
9
Social data
6
Social engagement
6
Marketing automation
8
Mobile access
9