Agile CRM Erfahrungen

Vorteile

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.

Nachteile

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.

Vorteile

Agile CRM has been a game-changer for my business, providing a one-stop-shop for all of my customer relationship management needs. The user-friendly interface and intuitive navigation make it easy to stay organized and on top of my customer interactions.

Nachteile

I have had some technical difficulties with the system at times, but their 24/7 support team has always been quick to resolve the issue.

Vorteile

Emails are cheap to send -- JSON node is very powerful allowing high levels of integration and automation.

Nachteile

Bug when trying to "copy" a campaign.
It just gets stuck after adding the word "copy" to the start of the campaign name, and a pop up saving "saved" does not show. If you don't realise you did not see the popup, then you then think it has made the copy.... but you are still working in the old campaign. Many times this has lead us to overwrite our original campaign.

Right now, I simply need to copy the campaign so send another our email for Black Friday.
After 30min trying everything, including restarting my computer. I still have this bug and cannot complete a very simple task --- which now is proving very costly.

In Betracht gezogene Alternativen

HubSpot CRM

Gründe für den Wechsel zu Agile CRM

Hubspot is very expensive, and most thing you can do in Agile -- and Agile is "agile", if you know how to use the tools they have like the JSON nodes.

Vorteile

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.

Nachteile

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.

Vorteile

Agile CRM appealed to me because it is an all-in-one customer relationship management (CRM) platform that includes a wide range of features and tools for more effective customer relationship management. It includes contact management, sales automation, marketing automation, customer service, social media management, and other features. It also has an easy-to-use and understand interface. Furthermore, it provides excellent customization options, allowing users to tailor their CRM to their specific needs.

Nachteile

The lack of customization options is the least liked aspect of Agile CRM. While it is simple to use, customizing the look and feel of the interface is not always simple. Furthermore, some users have reported that customer service is slow or unhelpful.

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

Agile CRM is an incredibly powerful and intuitive CRM that allows users to easily manage customer relationships and sales. With features like automated email campaigns and customizable dashboards, Agile CRM provides an all-in-one customer relationship management solution that is incredibly user-friendly.

Nachteile

Although Agile CRM offers a variety of features, some of them can be difficult to learn and not all features are available in the free version. Additionally, the pricing can be a bit expensive for some users.

Vorteile

What I liked best about Agile CRM is that it is an all-in-one platform with a comprehensive set of features to help you manage your customer relationships, automate marketing tasks, and track sales activities.

Nachteile

The least I like about Agile CRM is that it can be difficult to use for new users and that the interface can be a little confusing.

Vorteile

I'm employing Agile CRM since it facilitates the relationships with the customers. More specifically, it strengthen customer relationships by organizing, automating and tracking the customer interactions.

Nachteile

Agile CRM is a popular solution, however it has some downsides such as restricted customization possibilities, restricted integration capabilities, absence of customer service and it is costly.

Vorteile

Their customer support is great as the hability to send personalized bulk emails.

Nachteile

User interface and report customization.

In Betracht gezogene Alternativen

Zoho CRM, Insightly und Pipedrive

Warum Agile CRM gewählt wurde

The relationship beetween price and features

Zuvor genutzte Software

OnePageCRM

Gründe für den Wechsel zu Agile CRM

It's a platform full of great features with no surprises in the fee.

Vorteile

- 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

Nachteile

- 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.

Vorteile

Price
Customer Service (except for fixing bugs)
Hope/promise of it being awesome (which it never seems to rise to)

Nachteile

They never fix bugs, as they are always saying, "be patient, it will be "500apps" soon".
Clunky interface
Doesn't integrate fully with Gmail, despite them claiming it does. They fell out of favour with Google 18 months ago and haven't recovered.
Emails to clients bounce
WYSIWIG editor is not WYSIWIG or compatible with multiple devices- email formatting clunky

In Betracht gezogene Alternativen

Pipedrive und HubSpot CRM

Gründe für den Wechsel zu Agile CRM

Price and claimed features.

Vorteile

There are a ton of different tools that they offer, but I say that with a caveat. All these tools are garbage compared to competitor software.

Their support leader is actually nice to talk to. I'm sure his software team makes his job a lot more difficult.

Nachteile

Where to begin...The landing page tool goes down every week. We've lost thousands of dollars in advertising because of this. Their team offers no resolution and refuses to offer a refund, they simply say "sorry for the inconvenience and we're working on fixing the issue". They'll offer you hours of "credit" which will be exactly the amount of hours that your pages were down. Supposedly their servers don't have enough memory for their users, which is a HUGE red flag for a software company.

If you call their support number, the girl always says "our support team is busy right now but someone will call you within the next 20-30 minutes". I've been told that at least 15 times now. And without fail, every time, I have not received a call back within 5 hours. Normally they call back the next day.

You can try to schedule a support appointment with their team, but normally they don't have same-day appointments. When their software is down or broken (which happens often), that means you are without a solution until the next day at the earliest.

Countless features of the software have bugs and it seems like I'm submitting these issues on a weekly basis. The problems never stop.

Vorteile

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

Nachteile

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.

Vorteile

24*7 support and exceptional dedicated support and training
Very easy to use and modify.
Different modules through single platform
Nice visual reports

Nachteile

Restrictions in some automation, bit challenged to set up campaigns and missing accounts module

Vorteile

Lots of features suitable for a variety of businesses for a low price

Nachteile

Customer service is the worst I have ever dealt with in my entire life. Features would stop working, they would change things on their end that would affect our workflow, tickets remained opened for literally two years, etc. Their team is taught to tell their customers that they will get right on it and give them a call back, but they never ever do.

Vorteile

Simplicity, nothing else to like in the CRM.

Nachteile

Always has server delay issue, did not send emails to contacts just shows email sent in activities.
Worst server, hard to make reports as reports did not get update after email sent. Campaign feature is very basic and hard and also wait nodes in campaign is very poorly managed. Customer care team did not understand queries they just reply server delay. since October 2020. They suggest to move to there new platform which but asks customers to migrate data rather than they migrating data to new platform.

Vorteile

I wonder if there is any other CRM with so much of features. Agile has taken care
not to wait until customers suggest including new features. I believe Agile has designed
this CRM with the customer’s customer in mind. That seems to be the marketing
strategy of Agile in selling their CRM. They rather should have introduced this as a total
marketing management software than a CRM, as a CRM is only one part of marketing
whereas Agile is loaded with almost all features of an ERP.
Visible feature are a rich UI, Dashboard, ability to integrate with a host of third party
apps, etc. but the invisible is endless, yet user friendly. Thanks to agile, goodbye to
many separate hard & soft ware. You have most of it in one clever soft.

Nachteile

agile CRM giving all this in one package is that have to complained about.

Vorteile

We have been able to use all the features with ease and the customer support has been terrific, critical since we have embedded agilecrm into our own software so that it, though its campaigns, administers many of our own systems automated processes, and we have needed to consult often with their team members. I cannot recommend the system highly enough.

Nachteile

We will need to establish how the system works at scale

Vorteile

- 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

Nachteile

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

Vorteile

There are a lot of pros regarding Agile CRM. To name a few: easy to setup and use, great features for all departments (marketing, sales, accounting etc) and very agile (can adapt to your specific business needs extremely well). Although all the expected functionality is in Agile, there are a lot of integrations for specialized tasks which is very important for being able to have visually "one system". Being able to have the free plan for more than a month was very important as it requires a lot of time to check and select a CRM. Also the free plan provides all the functionality you need to test and learn the CRM. Great support and the price is really good! It saved me a lot of time, money and because of it, I provide more professional services and I'm able to scale much more quickly and have control over by business.

Nachteile

The support they provide could be improved. Representatives with higher expertise in Agile would be good as well as offering support during weekends.

Vorteile

Agile CRM is an all in one CRM for all our needs. We are into accounting industry and use this tool to manage our contacts and send then Newsletters whenever required. It has the Helpdesk section which will help you answer your customer queries from within the Helpdesk section.

You can create a Landing page and Knowledgebase in your Agile account and publish the same using your DNS server to make this accessible to your customers across the globe.

They have a very good Support team and their Onboarding sessions help you explore the features of the tool.

Nachteile

There are no such things that can't be liked in this tool. Everything is useful.

Vorteile

Agile CRM is a lightweight tool that therefore is quite accessible. We used it at Agillic as our central sales CRM tool. Customer support is very helpful

Nachteile

Where do I start? Maybe it's the way we had it set up, but this was the most cumbersome tool for tracking sales opportunities that I've ever used. I found it exceptionally difficult to get the level of insight into sales management that I needed for my team; the mobile tool was largely useless (I used the website on my phone instead); it never really connected to advising sales teams what action they should do next.

Vorteile

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.

Nachteile

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.