Item: Agile CRM
Rating: 1
Author: Verified User

Use Cases and Deployment Scope

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 and Cons

Workflow automation
tagging system

email delivery from campaigns
support
triggers within existing campaigns.

Return on Investment

recently has increased costs and reduced efficiency
Generally it enable sus to provide a better service at an acceptable cost.

Alternatives Considered

Keap (formerly Infusionsoft), HubSpot CMS Hub and Pipedrive

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.

Key Insights

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

Usability

4

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.

Support Rating

1

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.

Likelihood to Recommend

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.

Great CRM ruined by email delivery issues and poor support.

Overall Satisfaction with Agile CRM