Agile CRM is a great platform for your business to increase Sales!
February 12, 2021

Agile CRM is a great platform for your business to increase Sales!

Max Safier | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Agile CRM

We house all our contacts, accounts, and opportunities in Agile. We have automation with our email serve, forms on our website that all funnel into Agile. They can integrate with pretty much anything and now release 500 apps to go along with it to. You can also send email blasts from it as well to reach existing clients and future clients. Yes, it is being used by all departments. It solves a lot of work to be done automated.
  • Forms to put on your website to feed into the CRM.
  • Able to connect to Office 365.
  • Also able to connect to RingCentral.
  • Lots of other integrations.
  • Easy to manage and use.
  • Emails are limited depend on what package you buy, cost you to buy more emails.
  • We just got ZoomInfo so doesn't have easy integration with that software.
  • The support team is in India.
  • Paid for itself in a year.
  • Was able to track all our deals.
  • Gave us the reporting to make sure it was a good invest as well.
It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.

Do you think Agile CRM delivers good value for the price?

Yes

Are you happy with Agile CRM's feature set?

Yes

Did Agile CRM live up to sales and marketing promises?

Yes

Did implementation of Agile CRM go as expected?

Yes

Would you buy Agile CRM again?

Yes

Agile is by far the easiest CRM to use and manage hands down. Plus if you don't know how to do something you can always reach out to support and they can assist you. I was able to figure out most, I am in IT so I know that helped but I know most others can learn this very easy. No coding need besides HTML but you copy the code they give to you and paste it into WordPress or whatever you use.
The support is good but most of them are in India so heavy accents but if you can work past that they are very helpful and get the job done. What's good about that is they offer all types of hours for support not just 9-5 which I liked because I was able to get to support when I was building in the late-night hours when I couldn't get something to work.
It isn't the best of the breed compared to Salesforce but it will definitely get your money's worth because SF is just way too expensive for most companies. You will be able to do most with Agile if this is your first CRM to start out with and then migrate to one of the bigger companies as you grow. This platform will get the job done, I loved working with it.

Agile CRM Feature Ratings

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