TrustRadius
Agile CRM: One stop solution for all your needs
https://www.trustradius.com/crmAgile CRMUnspecified6.972101
Rajat Sharma profile photo
April 11, 2019

Agile CRM: One stop solution for all your needs

Score 9 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Agile CRM

Sales automation, boosting market efficiency, smooth customer service resolution, effective notifications to customers, reporting and dashboards, customer notifications, emails, SMS, reminders, AI, ML, and NLP integration, and chatbot integration. Gone are the days of customers having to repeat their requests to multiple people across multiple channels. Now, you can resolve cases faster the first time with guided case management and intelligent knowledge bank. It has helped with case capture, case allocation, and approval and workflows.


  • Sales automation
  • Boosting market efficiency
  • Smooth customer service resolution
  • Effective notifications to customers
  • UI can be upgraded for a better UI experience.
  • Overall customer onboarding experience can be improved with deeper process flows covering all business use cases.
  • Integration with other reporting tools such as Tableau can be improved to give better reporting experience.
  • Ticket creation user experience
  • Ticket response user experience
  • Workflow
  • Response automation
  • SLA management
  • Attachments/screencasts
  • Ticket collaboration
It works better than other systems because of different factors such as the effective customer portal, the ability to email the case facility directly, the chat/live support experience, the social integration experiences such as Twitter, Facebook, the ability to make, receive, and record calls. It maintains the customer and contacts database, it has excellent products and version tracking, it has a call scripting facility, interactive voice response (IVR) system integration with CRM, a good knowledge base that is a great help to others, and good reporting and dashboard capabilities.
It meets the requirements of the customer relationship management system as it has the advantages below over other systems. It's easy to use and navigate. It's easy to setup. It has easy admin navigation for better prospects. The quality of support is immensely appreciated as the support team provides quick resolutions. It makes it easy to do business with other stakeholders. It could improve on its integration with other systems.

Agile CRM Feature Ratings

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