TrustRadius
Fast implementation, easy to use
https://www.trustradius.com/crmAgile CRMUnspecified6.972101
Carol Olona profile photo
June 15, 2019

Fast implementation, easy to use

Score 9 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Agile CRM

We use Agile when we have short-term projects and need a CRM to train our temps on. They typically can become efficient within a few hours. It's very easy to use, set-up and train on. The widgets allow us to record calls, put personalized scripts into the Contact records, and see LinkedIn profiles in the Contact records.
  • The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
  • I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
  • Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.
  • The reporting is a little kludgy. You can't get all reports easily on screen and you need to upgrade to view Activity Reports.
  • Made it cost effective to take on short term lead generation projects where we needed a large number of seats for a short time.
Agile is much more cost effective than Salesforce for some of the projects we do.
If you want a highly customizable system, this may not be perfect for you. If you want an extremely easy to use and setup system, Agile CRM is perfect. it's incredibly easy to get a team up and running in only a few hours. I set up my system, a campaign, my users, added custom fields, designed a couple of email templates all in one afternoon.

Agile CRM Feature Ratings

Customer data management / contact management
10
Workflow management
8
Territory management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
Case management
5
Call center management
5
Help desk management
5
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
5
Reporting
4
Forecasting
5
Pipeline visualization
8
Customizable reports
5
Custom fields
9
Custom objects
5
Scripting environment
5
API for custom integration
5
Role-based user permissions
9
Single sign-on capability
9
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
5
Mobile access
5