Agile CRM

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

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

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

The price of the software is nice, the features from a glance look really good but once you start using them is when you are in for a surprise.

Nachteile

The scheduling calendar is completely worthless. I would never in my life send a prospective customer to schedule an appointment as the time is in military time.

As a programmer myself, this is rather a simple fix. I brought it to their attention and even supplied code examples to apply that could remedy this.

The fact that they fail to provide a solution to the calendar shows that they disregard their customers and are completely lazy to provide a simple fix.

Why even a launch calendar like this? It is very sad actually, if you google it, requests has been made years ago by several customers! This is like installing a door but not putting a door knob on it. This is like taking a shower but failing to use soap or clean water.

The company is lazy and could care less about their customers. I have bad service by other companies but these guys take lazy to another level.

All the other features are half-usable (exit popups, push notification, etc).... if they put a little extra effort into things, this could be a nice piece of software.

If I was to wrap what I think about this software into one word... I would LAZY.

Vorteile

The contact management tool, which enables us to store all customer information in a single centralized database, is one of the most important features of Agile CRM that I particularly enjoy. This makes it much simpler to track our customer relationships because it makes it simple to access customer information, keep track of interactions, and take notes.The marketing automation tools are another thing I like about Agile CRM. We can target email campaigns with Agile CRM, track leads, and score them based on how they behave. We have been able to develop marketing strategies that are more tailored to each individual customer and have gained a deeper comprehension of their wants and needs.Also, the appointment scheduling feature of Agile CRM is a useful tool for managing our meetings and time. We can set reminders and notifications to make sure we never miss a meeting, and the built-in calendar makes it simple to schedule appointments with customers and potential customers.Lastly, Agile CRM's analytics and reporting tools are extremely helpful in monitoring our marketing and sales performance. Overall, I've found that Agile CRM is a powerful and easy-to-use tool for managing our sales and marketing processes and interactions with customers.

Nachteile

Even though the software is generally simple to use, I find that the user interface can sometimes be cluttered, making it hard to use some of the more complicated features.The email campaign builder seems like another area that could use some improvement. While the email automation and tracking tools are excellent, the email campaign builder's design and customization options can be somewhat limited. Without using time-consuming and cumbersome external tools, creating visually appealing emails can be challenging.Last but not least, despite the software's wide range of tools and features, I sometimes have trouble finding the specific features I require. For instance, finding the right report or setting up a particular automation can sometimes be a little hard, and I frequently have to spend more time than I want looking through menus and options.In spite of these areas for development, I actually observe Spry CRM to be a significant and easy to use answer for dealing with our client cooperations and deals and promoting processes.