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Agile CRM

Score9.7 out of 10

135 Reviews and Ratings

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What is Agile CRM?

Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.

Categories & Use Cases

Media

a contact in Agile CRM
the Agile CRM dashboard
tasks, in Agile CRM
Agile CRM reporting
stages of a campaign, presented in Agile CRM

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Key Features

Learn about the best (and worst!) features Agile CRM has to offer, as determined by TrustRadius' reviewers.
Based on 135 ratings of Agile CRM's features
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Top Performing Features

  • Mobile access

    Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

    Category average: 7.7

  • Marketing automation

    The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

    Category average: 7.5

  • Custom objects

    Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

    Category average: 6.7

Areas for Improvement

  • Integration with email client (e.g., Outlook or Gmail)

    Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

    Category average: 7.8

  • Email marketing

    This involves the ability to send mass email to groups of people based on particular qualifications.

    Category average: 7.2

  • Customizable reports

    Users can create reports and dashboards unique to their needs.

    Category average: 7.7

Reviews

What users are saying about Agile CRM.
View all reviews

Good entry level priced CRM

Incentivized
Victoria Hoete-DoddView profile
Content Specialist in Finance and Accounting at BitPrime (1-10 employees employees)

Pros

  • Easy to add new contacts whether manually or automatically as they fill in forms on site.
  • The banners feature is useful to flag important messages regarding certain users.
  • The email reporting is easy to see CTR open rate etc.

Cons

  • The email builder really needs an open HTML section to allow you to easily embed code in your email.
  • It's not easy to view the complete number of contacts when over 10000.
  • More help documents on their site would make using the campaign feature better.

Return on Investment

  • All contact data is in one spot
  • You can see a detailed view of each contact's deal history
  • It is a more affordable option than some CRMs

Alternatives Considered

HubSpot CRM

Other Software Used

WordPress, Yoast Wordpress SEO Plugins

Usability

This Platform is Fatally Flawed and Cannot Support an Email Marketing Program

Kimberly Kupferman
Head of Investor Relations in Marketing at Fifth Era (1-10 employees employees)

Use Cases and Deployment Scope

We use AgileCRM for sending marketing outreach, like newsletters and webinar reminders.

Pros

  • Easy to login
  • Good for simple marketing needs

Cons

  • The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
  • Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
  • At some point in mid-2021, the process for sending out emails 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). 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 my 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.
  • 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.

Return on Investment

  • We can't actually communicate with our 18K+ contacts so we are losing connections and missing out on investors in our funds. We are 100% losing business.

Usability

Used to be good - now is unreliable and a borderline scam

Lee Midkiff
CEO in Professional Services at BHP (11-50 employees employees)

Use Cases and Deployment Scope

Previously suggested AgileCRM as a basic contact management CRM with some rudimentary campaign and workflow for smaller companies looking for a value solution that performed CRM functions reasonably well. Sadly - the product has deteriorated to a point where it is no longer usable.

Pros

  • Nothing

Cons

  • Reliable e-mail sending
  • Customer Service
  • System stability

Return on Investment

  • Converting over after their system stopped working was costly and detrimental

Other Software Used

Slack, ActiveCampaign

Usability

Simply appalling customer service

Paul BrindleyView profile
Capital Plant and Machinery Sales for Engineering and Manufacturing Companies in Corporate at Online Auctions - Private Treaty Sales - Asset Disposal Support (1-10 employees employees)

Pros

  • Nothing at the moment

Cons

  • Customer service - slow and ineffective
  • Honesty - [based on my experiences], there is a major problem with their systems at the moment, yet they won't tell clients about it.
  • Their help desk is poor

Return on Investment

  • Right now it's killing my business, it's that bad.

Usability

Agile CRM: An incredible and complete CRM tool at a good price.

Incentivized
João MauricioView profile
IT-Support in Information Technology at Grupo Boticário (5001-10,000 employees employees)

Pros

  • Intuitive and friendly interface.
  • Fast and efficient technical support.
  • Easy integration with other software.

Cons

  • Help and tutorial material needs to be refined and updated. There's a lot of outdated stuff.
  • The software for android needs to be optimized, as it has crashed and slowed down.
  • Difficulty importing contacts.

Return on Investment

  • Great integration with gmail and outlook.
  • Increased sales productivity.
  • Better analysis with smart reports.

Other Software Used

Alcatel-Lucent OmniAccess Wireless Access Points, Cisco DNA Spaces, KeySurvey

Usability