Good entry level priced CRM
Updated July 15, 2022

Good entry level priced CRM

Victoria Hoete-Dodd | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Agile CRM

We currently use Agile CRM across the business to manage our customer and potential customer details. We also use the email templates and the campaigns to deliver our monthly and weekly updates to our subscribers as well as update all verified customers on important changes. The data syncs to our backend applications as well.

Pros

  • Easy to add new contacts whether manually or automatically as they fill in forms on site.
  • The banners feature is useful to flag important messages regarding certain users.
  • The email reporting is easy to see CTR open rate etc.

Cons

  • The email builder really needs an open HTML section to allow you to easily embed code in your email.
  • It's not easy to view the complete number of contacts when over 10000.
  • More help documents on their site would make using the campaign feature better.
  • All contact data is in one spot
  • You can see a detailed view of each contact's deal history
  • It is a more affordable option than some CRMs
The price is far more affordable for a startup with Agile, however, HubSpot has far better features and support.
Agile seems suitable if you set up correctly from the get go. Once you have over 10000 contacts it's hard to clean up the list e.g tags. If you want to edit or delete them how can you?

Agile CRM Feature Ratings

6.5
Customer data management / contact management
7
Workflow management
5
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
Not Rated
1.0
Case management
1
Call center management
1
Help desk management
1
6.5
Lead management
6
Email marketing
7
5.0
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
5
5.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
5
7.0
Custom fields
7
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

Agile CRM Support

The online help isn't very helpful and the contact I've had with the support team left a lot to be desired.
ProsCons
None
Slow Resolution
Poor followup
Problems left unsolved
Difficult to get immediate help
Need to explain problems multiple times
Support doesn't seem to care
Slow Initial Response
No, haven't had good support in the past

Using Agile CRM

Various aspects of it are easy to use, such as the contact profiles and what information you can store. I'm not so fond of the email template and campaign set up tools. Unless you want to use preset templates there is limited scope for customisation. However, once you work out how on earth to use it you can make do.
ProsCons
Like to use
Relatively simple
Consistent
Feel confident using
Cumbersome
  • Storing detailed contact profiles
  • Uploading documents
  • Email templates editor has no custom HTML/CSS option
  • Email campaign editor requires A LOT of learning!

Comments

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