Agile CRM

Score9.7 out of 10

135 Reviews and Ratings

Community insights

TrustRadius Insights for Agile CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

User-Friendly Interface: Many users have praised Agile CRM for its well-designed and intuitive functionality. They have found it easy to create complex marketing campaigns with ease, indicating that Agile CRM provides a user-friendly interface for efficiently managing campaigns.

Effective Lead Management: Reviewers appreciate the ability to add points and rank leads in Agile CRM. This feature has been mentioned by several users as helpful in sorting and targeting potential customers. It suggests that Agile CRM offers effective lead management capabilities, allowing users to prioritize and engage with high-value leads.

Flexible Customization Options: Users have found creating custom fields in Agile CRM effortless, with these fields being visible in the lead's profile. Several reviewers have mentioned this flexibility, suggesting that Agile CRM offers robust customization options tailored to specific business needs.

Reviews

20 Reviews

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

Rating: 1 out of 10

March 16, 2022

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.

Likelihood to Recommend

It was well-suited for simple email marketing outreach but no longer since it doesn't actually send out email anymore. It is useless for reporting and incredibly difficult to segment for testing and/or specialty emails.

Kimberly Kupferman

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

Vetted Review

2 years of experience

Great CRM ruined by email delivery issues and poor support.

Rating: 1 out of 10

January 31, 2022

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

Workflow automation
tagging system

Cons

email delivery from campaigns
support
triggers within existing campaigns.

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.

Verified User

C-Level Executive in Corporate (11-50 employees)

Vetted Review

4 years of experience

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

Rating: 1 out of 10

January 4, 2022

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

Likelihood to Recommend

Agile CRM is a complete scam at this point. The system is unreliable, features as simple as email sending often go weeks without working with no assistance from customer service, and yet they will charge your credit card consistently even when the system has been down for months on end. Simply put, they are a scam at this point.

Lee Midkiff

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

Vetted Review

3 years of experience

They will keep charging you after you left

Rating: 1 out of 10

November 17, 2021

Use Cases and Deployment Scope

The service was not working properly in the last month. I wanted to cancel the service. It was impossible. There is no working link to do so. I contacted support on October 8th, 2021, they confirmed by mail that my service was canceled. Since then, they charged 2 more months and nothing is stopped. [I believe] this is a scam.

Pros

[In my opinion, they] take your money after you cancelled.

Cons

Have a good customer service.
Keeping you informed when their system is not working properly for several weeks.

Likelihood to Recommend

Avoid this company.

Verified User

Employee in Corporate (11-50 employees)

Vetted Review

2 years of experience

Simply appalling customer service

Rating: 1 out of 10

June 30, 2021

Use Cases and Deployment Scope

I have been using Agile CRM paid for version for about 5 years, in two companies. Over that time I have witnessed a deterioration in customer service and a big increase in breakdowns in the system. Right now, I'm three weeks into a breakdown and [I believe] the problem lies within Agile, which has severely restricted the number of emails I can send out daily. I can only send out one-twentieth of what I need to send. What has Agile done about it? Nothing. Nothing at all. Their customer support is non-existent. Their CEO ignores requests to contact me about it. Their Customer Support department does not work weekends, ever, so if you have a problem at the weekend, there is no way of resolving it. Their customer support during the working week is slow and ineffective [in my experience]. Avoid this company!

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

Likelihood to Recommend

Well suited if you don't want a working CRM. [In my opinion], avoid in all other cases.

Paul Brindley

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

Vetted Review

5 years of experience

View profile

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

Rating: 10 out of 10

Incentivized

February 16, 2021

Use Cases and Deployment Scope

We have used Agile CRM throughout the company and mainly to manage customer information and giving the possibility to classify and score them. With this we have great visibility of customers who have great potential to approach them and bring better direction. It is a software that has a fair price and I can say that it is one of the best options on the market in this segment.

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.

Likelihood to Recommend

Agile CRM is amazing for managing customers, marketing and business processes and also sales pipeline. Everyone on the team was able to understand the tool very quickly. One of the things I like most is the lead scoring and ranking system. I love the reporting feature and with that we are able to create customer reports that have some potential and this greatly optimizes the company's sales team.

João Mauricio

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

Vetted Review

2 years of experience

View profile

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

Rating: 7 out of 10

Incentivized

February 12, 2021

Use Cases and Deployment Scope

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.

Pros

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.

Cons

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.

Likelihood to Recommend

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.

Max Safier

Contact Center Solutions Engineer in Information Technology at VesuvITas Contact Center Solutions Group (11-50 employees)

Vetted Review

2 years of experience

View profile

Agile CRM Success

Rating: 8 out of 10

Incentivized

February 12, 2021

Use Cases and Deployment Scope

We are using Agile CRM to replace our old computer program. We are using it across the whole company. We are now able to see documents and due dates across all departments and in all of the company's manufacturing facilities. This addresses communication errors and gaps that existed in our previous systems.

Pros

Easy to use
Good interface for top-level viewing
Can add custom information fields

Cons

It takes training to learn how to use Agile CRM beyond basic functions
Hard to add custom fields; not user friendly
Glitches appear when using certain browsers

Likelihood to Recommend

In our case it was great source for integrating all our parts and our projects. It is easy to log in and see accurate part numbers, vendor information, and production deadlines. We were able to keep track of project progress and due dates. It also simplified ordering parts on new projects.

Verified User

Engineer in Engineering (201-500 employees)

Vetted Review

4 years of experience

Fast implementation, easy to use

Rating: 9 out of 10

Incentivized

June 15, 2019

Use Cases and Deployment Scope

We use Agile when we have short-term projects and need a CRM to train our temps on. They typically can become efficient within a few hours. It's very easy to use, set-up and train on. The widgets allow us to record calls, put personalized scripts into the Contact records, and see LinkedIn profiles in the Contact records.

Pros

The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.

Cons

The reporting is a little kludgy. You can't get all reports easily on screen and you need to upgrade to view Activity Reports.

Likelihood to Recommend

If you want a highly customizable system, this may not be perfect for you. If you want an extremely easy to use and setup system, Agile CRM is perfect. it's incredibly easy to get a team up and running in only a few hours. I set up my system, a campaign, my users, added custom fields, designed a couple of email templates all in one afternoon.

Carol Olona

President/Founder in Corporate at LeadMinders, LLC (1-10 employees)

Vetted Review

1 year of experience

Agile CRM: One stop solution for all your needs

Rating: 9 out of 10

Incentivized

April 11, 2019

Use Cases and Deployment Scope

Sales automation, boosting market efficiency, smooth customer service resolution, effective notifications to customers, reporting and dashboards, customer notifications, emails, SMS, reminders, AI, ML, and NLP integration, and chatbot integration. Gone are the days of customers having to repeat their requests to multiple people across multiple channels. Now, you can resolve cases faster the first time with guided case management and intelligent knowledge bank. It has helped with case capture, case allocation, and approval and workflows.

Pros

Sales automation
Boosting market efficiency
Smooth customer service resolution
Effective notifications to customers

Cons

UI can be upgraded for a better UI experience.
Overall customer onboarding experience can be improved with deeper process flows covering all business use cases.
Integration with other reporting tools such as Tableau can be improved to give better reporting experience.

Likelihood to Recommend

It meets the requirements of the customer relationship management system as it has the advantages below over other systems. It's easy to use and navigate. It's easy to setup. It has easy admin navigation for better prospects. The quality of support is immensely appreciated as the support team provides quick resolutions. It makes it easy to do business with other stakeholders. It could improve on its integration with other systems.

Rajat Sharma

Business Consultant in Information Technology at Kellton Tech Solutions Limited (501-1000 employees)

Vetted Review

2 years of experience

View profile

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

Rating: 1 out of 10

March 16, 2022

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.

Likelihood to Recommend

Kimberly Kupferman

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

Vetted Review

2 years of experience