An affordable and inclusive CRM tool
June 26, 2018

An affordable and inclusive CRM tool

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Agile CRM

Agile CRM is currently being used by different organizations throughout the company as a versatile and inclusive program which allows for several business tools to be within the same interface with integrations between them. Agile CRM allows you to synchronize, manage, organize and communicate with contacts in an intelligent way that saves valuable time by eliminating several administrative tasks.
  • Intuitive and provides a great user experience through its simple web design; takes no time to set-up and jump right in.
  • Offers integrations with multiple other software platforms to provide a flexible and inclusive business tool.
  • One of the best options available at this price point; plans available to add more features to adjust to your business needs.
  • Reporting is lacking.
  • The more features needed, the pricier the plan.
  • Testing options are lacking.
  • Eliminated several menial administrative tasks to allow the workforce to focus on things with more value.
  • Easy set-up and intuitive with a manageable learning curve.
  • Affordable.
Agile CRM is well suited as a business tool bringing together sales and marketing in a comprehensive and intelligent way. It offers a friendly and user-friendly interface for those looking to integrate with other software products. It allows synchronization and organization of contacts and saves time by eliminating menial administrative tasks.

Agile CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
9
Case management
8
Call center management
8
Help desk management
8
Lead management
9
Email marketing
9
Task management
10
Billing and invoicing management
8
Reporting
6
Forecasting
6
Pipeline visualization
6
Customizable reports
6
Custom fields
7
Custom objects
7
Scripting environment
7
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
8
Social data
7
Social engagement
7
Marketing automation
9
Compensation management
9
Mobile access
9