Great CRM ruined by email delivery issues and poor support.
January 31, 2022

Great CRM ruined by email delivery issues and poor support.

Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User

Overall Satisfaction with Agile CRM

Agile CRM is used to manage the automated workflow on business processes and when working does a great job. Its level of automation and tracking allows Bonza to perform a high-touch service with a lower staff headcount. However, issues with email delivery, support, and SSL have caused ongoing issues with the performance.

Pros

  • Workflow automation
  • tagging system

Cons

  • email delivery from campaigns
  • support
  • triggers within existing campaigns.
  • recently has increased costs and reduced efficiency
  • Generally it enable sus to provide a better service at an acceptable cost.
Agile is more user-friendly and better sits our needs due to tagging, workflows, and its campaign structures. However, we are considering moving away due to support and email issues.

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?

No

Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.
Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers complaints. This results in our staff having to send emails manually and f=defeating the purpose of the system.
Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and f=defeating the purpose of the system.

Agile CRM Feature Ratings

5.5
Customer data management / contact management
8
Workflow management
9
Territory management
2
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
1
Interaction tracking
8
2.0
Case management
2
Call center management
2
Help desk management
2
5.0
Lead management
9
Email marketing
1
7.5
Task management
8
Reporting
7
2.0
Pipeline visualization
3
Customizable reports
1
7.0
Custom fields
10
Custom objects
10
Scripting environment
1
API for custom integration
7
9.0
Role-based user permissions
9
Single sign-on capability
9
Social CRM ()
Not Rated
7.0
Marketing automation
7
9.0
Mobile access
9

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