Recenzje produktu: Agile CRM

Enhances business potential

Komentarze: Seamlessly generates insightful reports and enables users, the experience has been flawless

Zalety:

AgileCRM is both affordable and its features and services work perfectly for sales teams to enhance productivity and ROI

Wady:

AgileCRM meets all expectations and there is nothing to dislike about it

All I need to work in one place

Komentarze: The biggest benefit that this software has given me has been to optimize everything that has to do with the world of sales and marketing, generating the reports I need to demonstrate in the company how useful our strategies are, what aspects to improve, and generate our own leads, all in a very organized way and as its name says "agile".

Zalety:

I started working with this platform a little less than a year ago. My job consisted (and still is) in generating leads for the company and developing marketing and sales campaigns from scratch. Agile CRM has been fundamental, since it integrates perfectly with everything I need. I have my contacts in one place, which I can follow very easily. Its greatest strength is the ease of use and integration with multiple tools. Something as simple as managing notifications and alerts make the most of my time and organize my agenda in a practical way. I can generate reports where the effectiveness of the different strategies is established. For example, the result of phone calls, mail campaigns, newsletters, and more. I was able to import all the contacts in a very simple way and clean my list in a short time. Another great thing: the mobile app and the possibility of integrating with other programs. Today I have it integrated with Bria and Skype, also linkedin and facebook. Everything in one place, is the most practical CRM platform that someone like me (who has just started and was analyzing options) has found, and I´m very satisfied with this software.

Wady:

I think it would be convenient that in the future they made some training videos to explain how to correctly configure the automation tools, since I think it has been the most difficult to understand.

Virtual Quality Account, Ease of use

Komentarze: Simple using for only recorded and track deal is fine. If you expect to know in depth as Report, Forecast in Details, Customization as your needs this not a best choices.

Zalety:

AgileCRM offer the Score Lead and Star-Rank for People and Company, help you to priority your time to spend on account and feedback to marketing team on their campaign lead. Deal board offer 3 view as complex/tight/wide depend on what you want to see the distances of each stage. Product is offered, include discount too, save your time. People in Company show as table you could choose column and see information you want with scroll to right

Wady:

Default size of column, if you choose much column system narrow size default column as Name it make user hard to recognize account with just few word. Report for only for enterprises plan if below you only offered Weekly Report. Deal Widget shown only line chart, piece chart for forecast revenue/ quantity of deals, cant click to see details

Agile - More than just CRM

Komentarze: With an enormous set of automated tools and processes, using Agile has become absolutely essential to our operation. Potential sales are monitored along with KPIs and success rates. Another aspect I personally appreciate is that dashboards are modular/extendible, allowing me a complete overview of everything that matters to my work at a glance.

Zalety:

Having all our tools unified in one system, all our databases automatically completed and maintained, all interactions logged, and all processes tracked - has made Agile CRM the foundation of every department in our establishment. Given the price point over functionality and support, there is simply no alternative to Agile.

Wady:

Although it would be difficult to find fault with Agile on the surface, Agile CRM lacks integration with a few niche APIs we happen to use.

Agile CRM Review

Komentarze: Overall, I'd say I've had a pretty satisfying experience with the product, nothing out of the world, but gets the job done.

Zalety:

- Contacts import and export is very simple - Calendar and other time management tools are pretty neat - Great integration across multiple marketing tools - Social media and email campaign management is a great add - Detailed report-generation.

Wady:

- Organisation of different compartments within the tool can be a bit difficult - Rich feature-set leads to a challenging learning curve to go over.

They do not care to make the product work anymoer

Komentarze: We've used Agile CRM for probably 2 years now, but it got to where you'd get a blank screen other than the menu on the side and top, and complaining about it to the team got no results.

Zalety:

It integrated well with Wordpress for lead capture, and it showed me what pages a lead would visit and on what device

Wady:

The mobile phone app is just a webview, and the webview is sort of broken

90% Off Sales.Force

Komentarze: I needed a CRM that I can use to track my leads and sales pipelines for a variety of things I do. Agile CRM honestly does well, except its ui/ux is not very friendly, and I get lost quite often, and there's lots of tabs and clicking to get to where I want to be. It is a very complex solution for complex company. Unfortunately, I just want things simple for my simple brain. I opted for a simpler CRM solution with more exciting Ui & Ux but less functionality.

Zalety:

Agile CRM has built something similar to sales force. A Super Comprehensive CRM. It does a lot and can easily integrate with email, calls, automations and marketing platforms.

Wady:

Agile CRM has built something similar to sales force, even to the teeth with its ui and ux experience - which is terrible. Otherwise it is a very solid CRM, and the pricing is very reasonable.

stop overpaying for other CRM systems

Komentarze: We use Agile CRM to manage leads that come in from our website or other sources, and manage the deals/prospects further down the funnel.

Zalety:

Agile is an extremely cost effective CRM system that provides us with practically everything we need, at a fraction of the cost compared to some other big brand name CRM providers. The interface is intuitive, overall an easy product to use.

Wady:

So far we have no major issues with Agile. We moved off HubSpot to Agile, so we had to find a new platform to host our website on since Agile doesn't do that, but finding a new host plus Agile is still significantly more cost effective than just using HubSpot.

Agile CRM Makes Work Easier for Us

Zalety:

Agile CRM has been a reliable solution for customer relationship management. I like the effectiveness of Agile CRM.

Wady:

Agile CRM is flawless. No issues when using Agile CRM.

Content management

Komentarze: A very wonderful experience and still like you

Zalety:

The application is easy to use and provides a range of great content management services and features .

Wady:

I didn't find any cons in that it's a good application

Superb marketing and sales automation software.

Zalety:

Agile CRM stands out as a remarkable CRM platform that empowers businesses to efficiently handle customer relationships and sales. This platform provides an extensive array of functionalities, such as automated email campaigns and customizable dashboards, that simplify the retrieval and interaction with customer data. Agile CRM's user-friendly and intuitive nature renders it a perfect selection for businesses regardless of their scale. By leveraging its comprehensive toolkit, businesses can optimize their customer relationship management procedures and boost productivity levels.

Wady:

This application is exceptional; I have no objections. The user interface is easy to use, and the customer support is outstanding.

Agile CRM: A Complete and Customizable Solution for Effective Customer Relationship Management

Zalety:

Agile CRM caught my attention because it is a complete CRM platform that offers a wide range of features and tools. From contact management to sales automation, marketing automation, and customer service, Agile CRM covers all the bases. The user interface is straightforward and easy to use, making it a breeze to navigate through the platform. But what really impressed me was the level of customization it provides. I can easily customize the CRM to suit my specific needs and workflows, ensuring that I have the most effective tools at my disposal. Whether I need to manage my contacts, automate my sales processes, or engage with customers through marketing campaigns, Agile CRM has got me covered. It has truly transformed the way I manage my customer relationships and has become an indispensable tool for my business.

Wady:

AgileCRM stands out as the top choice for user-friendly software. Without any hesitation, I can assert that it is exceptional, and I have no grievances whatsoever.

Agile CRM is a top-notch program that we've successfully integrated into our company.

Zalety:

Our organization relies heavily on Agile CRM for daily operations, as it's utilized across all departments to handle various tasks, both large and small. The automation features have significantly reduced our workload, and the reports and dashboards are consistently beneficial. We particularly appreciate the contact management and lead-to-opportunity tracking functions.

Wady:

At present, we are limited to 25 custom fields for contacts, companies, and deals. We believe that having additional custom fields would enable us to include more specific information, which would be highly beneficial.

Fantastic and HIGHLY customizable

Komentarze: Agile is a highly customizable CRM platform for someone (or team) who wants detailed customization of not only the pipeline management but also automated (or semi-automated) email, phone/text integrations also.

Zalety:

This is one of the most highly customizable CRM's I have found. the customizations and integrations are fantastic. Integrations of 3rd party software appears to be growing and is still a bit lacking but the key integration of google contacts sets if far apart from the competition.

Wady:

It can be a bit on the tedious side to customize and set up. It is not simple enough for many would-be users and does require some above-average computer skills. On the plus side, the ability to customize so much more than other CRM's is also what sets it far apart from the competition.

Amazing Complete CRM & Automation software: Great Infusionsoft or Salesforce alternative, for 10% of the price tag

Komentarze: As a small business owner, and founder of Bloominari.com, a digital marketing agency helping small businesses to grow their companies online through beautiful design, automation and marketing tactics I was in search of the best CRM and marketing automation software for a truly affordable price. After literally about 2 months of research of various CRM and marketing automation platforms I finally decided to take AgileCRM for a spin (It was easy to try it, as they have an always-free lite version). Immediately I fell in love with it's interface, ease of use, and easy-to-setup platform. I previously worked with Salesforce.com and Solve360 CRMS, and have also tried BaseCRM, SugarCRM and many others throughout my business life.

Zalety:

- Super affordable for the amount of tools, features and applications it includes. Starting at $10/user/month for it's starter version. - Great user interface - Easy to setup and use - Lots of native integrations with lots of web-based (Saas) apps such as Gmail, Quickbooks, Twilio and many many others. - Integration with Zapier, which basically let's you now integrate AgileCRM with 700+ other web apps, so this feature was a KEY for me. - All your emails automatically load from your Gmail inside AgileCRM, no need to BCC some email address. - Lots of sales, marketing, support, landing page, and amazing features added on at no additional cost. - Now you can purchase add-ons such as user permissions, triggers, additional automation campaigns and others without having to upgrade all your users to the next subscription level (this is something I requested, and their team listened and did implement this). -Their tech support is great, they care, they listen, and they modify/improve their system based on your feedback - Their team update the app every few days

Wady:

- Their standard subscription is $30/user/month if pre-paid for 2 years, otherwise $50/month, without too many added benefits for this level - Their starter subscription limits your marketing campaigns (automation) to only 5 campaigns, with 10 nodes (steps) on each. The standard gives you 10 campaigns, with 25 nodes each (much better). - Some updates happen without prior notifications to the user, and sometimes changes the User interface too drastically for some features. - Their E-mail templates are limited, but you can still bring in your HTML templates or use their WYSIWYG editor.

The Entire Product is Deeply Flawed and Useless

Komentarze: From the beginning, Agile was an inflexible tool that I managed to use for the very simple tasks of sending out newsletter and other marketing outreach. Reporting was not helpful and seeing lists of contacts was difficult to achieve. Now that the mailing functionality no longer works, we are shifting to a different system.

Zalety:

Early on, it was a simple way to send out newsletters and webinar reminders.

Wady:

At some point in mid-2021, the process for sending out email to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). When I contacted Customer Support, not only did they not actually have a good solution for how I was to use it going forward, but they said any fix would take at least 2 weeks to implement. That is unacceptable for an online marketing tool that a user has purchased in order to send out email. The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find me answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs. Beyond the fact that it doesn't actually work anymore, the reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective. The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.

Good overall system with a few glitches

Komentarze: We've got LOTS of information in here now, so at this point it would be more work to move than to just deal with the downfalls. Overall, my team has enjoyed the experience. I am a bit more technical so I am not as happy as they are. It has kept a great log of our consultants past and present, so in that respect - it has done it's job. I just feel like the cost (for 3 operators) does not justify the tool.

Zalety:

Tags make it easy to compartmentalize different customers and the path to completion.

Wady:

Organization is a bit tough, and the separation of different features between Sales, Marketing, and Service areas is a bit disconnected. Creating a "path" for different actions can be quite confusing, and the fact that LOTS of actions (such as send an email when a certain tag is entered) do not happen. I think these run on cron jobs (say, every 15 minutes) and I feel like LOTS of the actions get missed. This is my biggest beef. The price structure is a bit nickle and dimey as well, and it seems like a big jump between I can do 3 actions and I can do 5 actions.

Agile - The best CRM tool in the market

Komentarze: The best CRM tool in current market in my opinion . Very cost effective and easy to use.

Zalety:

We can easily track our project related stuff and tasks in Agile. We can micro manage tasks using Agile . The main goal of Agile CRM is improve business relationship . The name itself indicates Customer Relationship Management.Also it is a cloud based tool where we dont need to maintain any servers from our side.

Wady:

Customer care service should be increased a lot at least for the paid customers.Down time of the tool must be decreased i.e scheduled downtime.

Easy to use and integrate

Komentarze: I have found it to be a great tool for managing customer relationships, automating marketing tasks and tracking leads. It is easy to use and has a lot of features that make it a great choice for small businesses.

Zalety:

Agile CRM is an ideal CRM for small business owners and professionals looking for an easy-to-use tool to help manage their customer relationships. Its user-friendly design and array of features, such as email marketing, sales automation, customer service, and a mobile app, make it an ideal choice for streamlining workflow and maximizing customer interactions. Additionally, its reporting feature allows me to track customer relationships and sales performances, which is invaluable to any business.

Wady:

One of the main drawbacks of Agile CRM is its limited customization options. The software is designed to be used in a specific way, and customizing it to fit your business requirements can be a challenge.

The CRM that packs a punch and delivers the lead every time deserves some of the spotlight.

Zalety:

Agile is a diamond in the rough so to speak. It feels like the tech world is a giant popularity contest and the few formed a club and left some of the better players out. Agile may not be listed alongside the trendy inner circle but good for them they stand in a place of their own and the customer is made better for it. When I found Agile I was enticed by their Free plan- not trial but free plan with a good amount of flexibility for a startup to fully integrate the CRM for zero out of pocket. The product will scale with your growth and they have several paid levels so as you step up your monthly plan will step up with you and not kill your cash flow. I really appreciate the email automation and landing page builder inside the CRM. The landing page function is easy to use and makes quick customized landing pages. The other CRM systems are priced much higher and offer similar functionality to Agile and Agile is a fraction of the cost. Now, as with any CRM the learning curve may be high and indeed this was the case for my use of Agile.

Wady:

Agile is not an easy product to just pick up and go. It will require some basic knowledge and a willingness to learn the program. The great news is that Agile offers webinar trainings and onboarding at no extra cost as well as they host a huge assortment of training modules and videos.

Extremely Worthwhile Investment - Time & Money || We tried them all, and picked Agile ||

Zalety:

FEATURES: Pretty much every feature under the sun for automation (even correlating user behavior on website into triggers for a campaign is an effective tool due to how well the cookies work). ON-BOARDING: We've been able to schedule meetings with our on-boarding team who've been great in giving us real world usage scenarios and helping us settle into the product the right way and waste time looking for a way to do something or figuring out best practices from scratch. This is HUGE, very few solutions actually have something like this available to you. CUSTOMER SERVICE: Top. Notch. The chat support is great, they're patient and will stick around answering your questions all day, they even pass suggestions to the development team who actually implement them as new features moving forward if it's something you really need. Which is mind-blowing. OVERALL: It's complex and takes effort to learn what the product offers and how to use it. You're going to have to put the effort in, or it's going to be useless. That being said, once you put the effort in - Agile CRM gives you super powers compared most of your competition (because it takes effort, and requires learning). BOTTOM LINE: Imagine being in an iron man suit hovering above your competitors firing automated marketing missiles of lead-capturing/qualifying/scheduling sales quota destruction!

Wady:

Very much a DIY experience, not enough 'sane defaults'. Needs better testing/preview options for different campaign segments. But these are something all these 'all-in-one' CRMs need.

Easy to use CRM for mid -range businesses

Komentarze: To run our e-commerce business, we had to choose between a best of breed CRM (sales centrics) and one covering every touchpoint of the customer journey. After considering and testing solutions like Salesforce, Prosperworks, we finally decided to go for Agile CRM, more likely to fit with our needs regarding the size of our business and the ability to configure by ourselves.
After several month of use, we integrated Agile with our CMS (WordPress-Woocommerce), Twilio (telephony and SMS services) and Clickdesk (Video and Live Chat). We've contacted the support team twice, each time issues were efficiently solved. Templates for Marketing Campaigns are usefull and watching video tutorials is enough to set up and personnalize the solution by yourself. By the way, there is a lack of integration between our products database (in the CMS) and Agile CRM : importing contacts and deals is easy, but surprisingly we are unable to import products. Products have to be filled manually : it's time consuming. Beside products management, we strongly recommend Agile CRM for its easy-to-use features.

Zalety:

- Many plugins available - Suport team easy to reach and comprehensive - Managing Marketing Campaigns with many templates and triggers - Sales funnel is natively designed using deals in Agile : allows you to track and forecast sales in a few clicks

Wady:

- Product Management to quote, complete deals or design reports must be improved

Agile CRM - The best management tool

Komentarze: One of the best management tool in current market with low cost. With minimal amount we can easily maintain our project.

Zalety:

We can easily track all our project related tasks and all. We can schedule appointments in this tool which is best so far.We can track the work done by every individual easily and also we can micro manage our project. We can track the tickets raized by our customers easily.

Wady:

Sometimes CRM goes down and we cant use the Agile in the down time creates a lot dependency on that tool. Also customer support should be increased for paid members for continuous usage of their application.

Buggy and the support is not reliable

Zalety:

The GUI has a nice look and feel and they have a lot of different features. The addition of mass emailing option is a nice addition, but the pricing is a bit off (it gets very expensive very quickly)

Wady:

The GMail gadget stopped working, the import of the deals/opportunities didn't work correctly and after days and days of support and endless "Thank you for your continued patience" the problem wasn't resolved. What's even worse, their support staff has a habit of either not calling when agree or not providing answers when they promised they will. The product is otherwise competitively priced and has a nice interface, but some serious quality and support issues.

Not yet fully polished CRM and Marketing Automation system

Zalety:

It's easy to start using and understand the basics, namely the automations, email marketing and sales segmentation. It offers a customer support area that can be used quite conveniently. Integrates quite well with Zapier and with that, with 1000's of other apps.

Wady:

The whole service is not very polished, and lacks the visual attractiveness (eg email marketing). The landing pages option is quite rudimentary. But surely these are areas that with time and effort can be significantly improved.