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Agiline CRM

Score8.1 out of 10

8 Reviews and Ratings

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What is Agiline CRM?

Agiline CRM is a customer relationship management (CRM) software. It is built around features like sales automation, marketing automation, customer service / help desk, and contact management.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Agiline CRM has to offer, as determined by TrustRadius' reviewers.
Based on 8 ratings of Agiline CRM's features
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Top Performing Features

  • Territory management

    Users can defines salesperson territories based on customer or market characteristics.

    Category average: 7.2

  • Quote & order management

    Users can create, process and fulfill price quotations and sales transactions.

    Category average: 7.7

  • Case management

    This includes incident/ticket creation, routing, escalation, and resolution.

    Category average: 8.2

Areas for Improvement

  • Reporting

    Software provides a broad range of standard and the ability to build custom reports.

    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: 6.6

  • Scripting environment

    Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

    Category average: 7.4

Reviews

What users are saying about Agiline CRM.
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A very helpful tool for customer relationship management.

Incentivized
Reuben JudeView profile
Manager, Clinical Operations, Mental Health & Substance Use at Fraser Health Authority (10,001+ employees employees)

Pros

  • Its marketing automation feature is fast and dynamic.
  • It has the capacity to hold many contacts intact and manages them amazingly.
  • Its interface is easy and not complex for beginners.

Cons

  • I have found its import of contacts quite complex.
  • It doesn’t work well with some of the browsers.

Return on Investment

  • Its customer service is perfect and gives timely responses.
  • Price is unfair and should be decreased.
  • Not browser friendly.

Alternatives Considered

1CRM

Other Software Used

1CRM, 3CX, AWS Certificate Manager

Usability