Agile CRM

Avantages

Having all our tools unified in one system, all our databases automatically completed and maintained, all interactions logged, and all processes tracked - has made Agile CRM the foundation of every department in our establishment. Given the price point over functionality and support, there is simply no alternative to Agile.

Inconvénients

Although it would be difficult to find fault with Agile on the surface, Agile CRM lacks integration with a few niche APIs we happen to use.

Avantages

AgileCRM offer the Score Lead and Star-Rank for People and Company, help you to priority your time to spend on account and feedback to marketing team on their campaign lead. Deal board offer 3 view as complex/tight/wide depend on what you want to see the distances of each stage. Product is offered, include discount too, save your time. People in Company show as table you could choose column and see information you want with scroll to right

Inconvénients

Default size of column, if you choose much column system narrow size default column as Name it make user hard to recognize account with just few word. Report for only for enterprises plan if below you only offered Weekly Report. Deal Widget shown only line chart, piece chart for forecast revenue/ quantity of deals, cant click to see details

Alternatives envisagées 

Pourquoi passer à Agile CRM

Avantages

I started working with this platform a little less than a year ago. My job consisted (and still is) in generating leads for the company and developing marketing and sales campaigns from scratch.
Agile CRM has been fundamental, since it integrates perfectly with everything I need. I have my contacts in one place, which I can follow very easily. Its greatest strength is the ease of use and integration with multiple tools. Something as simple as managing notifications and alerts make the most of my time and organize my agenda in a practical way.
I can generate reports where the effectiveness of the different strategies is established. For example, the result of phone calls, mail campaigns, newsletters, and more.
I was able to import all the contacts in a very simple way and clean my list in a short time.
Another great thing: the mobile app and the possibility of integrating with other programs. Today I have it integrated with Bria and Skype, also linkedin and facebook. Everything in one place, is the most practical CRM platform that someone like me (who has just started and was analyzing options) has found, and I´m very satisfied with this software.

Inconvénients

I think it would be convenient that in the future they made some training videos to explain how to correctly configure the automation tools, since I think it has been the most difficult to understand.

Avantages

when i first signed up for agile it was quite good. it had a few bugs that i overlooked and decided not to use like webhooks and scheduling.

Inconvénients

I used only the campaigns and tags. Over the last year the campaigns stopped sending emails and the last 6 months they stopped sending altogether. I was told this would be fixed time and time again for over 6 months and it got to the point where the guy on the chat told me to make an appointment call. I never received that call or any of the othersi tried to book in. They never sent me correspondence as they promised and if you try to call their customer care number it is cancelled.
They did finally get my emails working and all of the email that had been in a cue for the past year got email that had thousands of dollars worth of updates that they werent entitled to in them.
Then when i wanted to cancel they wouldn't call me to cancel (they require a phone call to cancel) and charged me ANOTHER month.

you also cannot download your campaigns and have to apistakingly go through and either have a replacement app ready or post everything into a word document so you dont lose your data.

Avantages

- 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

Inconvénients

- 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.

Avantages

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.

Inconvénients

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.

Avantages

Es fácil de usar y tiene una interfaz de usuario intuitiva, lo que lo convierte en una buena opción si no tienes experiencia previa en el uso de software CRM.Te permite hacer seguimiento de ventas, automatización de marketing y además lo puedes integrar con una variedad de otras aplicaciones de software populares, lo que facilita la automatización de procesos de trabajo.

Inconvénients

Tiene muchas funciones limitadas, y si necesitas algo mas productivo, te quedas un poco corto. El precio está en la media pero si eres pequeño como yo, se va un poco de presupuesto para que lo puedas utilizar con otras app que sean más económicas y más multifuncionales.

Avantages

Lo que más me ha gustado de Agile CRM es su capacidad para integrar todas las funciones necesarias para la gestión de relaciones con clientes en una solución centralizada. Esto incluye la automatización de marketing, la gestión de ventas, la gestión de servicios al cliente y la gestión de análisis. Además, la interfaz es intuitiva y fácil de usar, lo que permite a los usuarios acceder a todas las funciones importantes de manera rápida y eficiente. También me gusta la personalización y la flexibilidad que ofrece Agile CRM, que permite adaptar la solución a las necesidades únicas de cada negocio. En resumen, Agile CRM es una solución integral y eficaz para la gestión de relaciones con clientes que recomendaría a cualquier negocio que busque mejorar su eficiencia en esta área.

Inconvénients

Lo que menos me ha gustado de Agile CRM es que puede ser un poco abrumador al principio debido a la cantidad de funciones disponibles. Además, también he notado que la integración con algunas herramientas externas puede ser un poco limitada y no siempre es fácil de realizar. También he notado que algunos usuarios informaron problemas de rendimiento y velocidad en ciertos momentos, aunque estos parecen ser casos aislados. En general, aunque Agile CRM es una solución efectiva para la gestión de relaciones con clientes, todavía tiene algunos aspectos en los que puede mejorar

Avantages

Agile has a very expansive set of features that I could not find on other similarly priced products. It is reasonably priced for solopreneurs and offers a grown-up set of features for even small companies. The system is very configurable and offers user-defined fields for contact, company, and deal records - most other CRM solutions don't.

Inconvénients

It looks like it needs a facelift - the UI could be improved as it doesn't look like there has been an update in many years. I would like to see a view that combines the information from contact, company, and deal records on one screen.

Alternatives envisagées 

Pourquoi choisir Agile CRM 

Logiciel antérieur 

Avantages

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

Inconvénients

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.

Avantages

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

Inconvénients

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.

Alternatives envisagées 

Pourquoi passer à Agile CRM

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

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.

Avantages

The automation/workflow builder seemed to work

Inconvénients

I was drawn to AgileCRM while searching for a cloud-hosted CRM that could help me build a basic drip email automation sequence.

What I found was that AgileCRM is a buggy CRM that is not suitable for business users.

Countless have pointed this out, but let me add my voice: unbranded emails are not standard and require paying an extra fee. This means that unless you pay extra (yes, to the paid plan), every email you sent through the CRM will have "Send with Agile", or something similar, in the footer. This reeks of extortion and this hidden cost instantly turned me off continuing with my evaluation.

In addition, the India-based support team is incompetent. Everything is "no problem, I understand your concern" and nothing actually gets resolved. I wasn't able to add several professional SMTP servers and the team didn't even seem capable of understanding why that was happening (hint: your SMTP editor should accept usernames even when they are not formatted as email addresses).

My advice to any business user: stay well clear.

Avantages

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.

Inconvénients

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.

Avantages

The tool itself offers some great automation features

Inconvénients

The tool is convoluted, a bit hard to grasp for non technical people and the customer support is some of the worst I've ever encountered

Avantages

Agile CRM was one of the most important tools for managing my business, excellent for capturing leads, automating and controlling all activities. What I loved most was email automation.

Inconvénients

Recently they launched another tool and they stopped paying so much attention to this tool, also over the years I tirelessly requested the addition of more currencies which was not done.

Avantages

Agile CRM è stato un punto di svolta per i miei sforzi di vendita e marketing. È incredibilmente facile da usare e si integra perfettamente con altri strumenti, rendendolo una soluzione all-in-one per la gestione di contatti, campagne e generazione di lead.

Inconvénients

L'unico problema che ho riscontrato con Agile CRM è che gli strumenti di automazione possono essere un po' difficili da configurare correttamente.

Avantages

Agile CRM is an ideal CRM for small business owners and professionals looking for an easy-to-use tool to help manage their customer relationships. Its user-friendly design and array of features, such as email marketing, sales automation, customer service, and a mobile app, make it an ideal choice for streamlining workflow and maximizing customer interactions. Additionally, its reporting feature allows me to track customer relationships and sales performances, which is invaluable to any business.

Inconvénients

One of the main drawbacks of Agile CRM is its limited customization options. The software is designed to be used in a specific way, and customizing it to fit your business requirements can be a challenge.

Avantages

Il software è di facile utilizzo e consente una completa gestione di tutte le problematiche aziendale segnalate tramite call center . Permette, inoltre, di classificare tutte le suddette problematiche consentendo anche analisi di dettaglio dando l’opportunità alla azienda di mettere in atto processi di miglioramento aziendale e riducendo così le criticità.

Inconvénients

Il servizio clienti e il prezzo, sicuramente un prezzo inferiore invoglierebbe di più l’acquisto del prodotto .

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

- integrates sales management and marketing automation natively
- easy to use
- feature rich with a lot of add-ons
- very well priced
- great support team

Inconvénients

- Small wish that I have: we have users that would be support users only, while others are sales users only. Would be nice if we could separate license fees on a role basis. But then the overall price we have to pay is still very low so that it really isn't a big issue for us.

Avantages

FEATURES: Pretty much every feature under the sun for automation (even correlating user behavior on website into triggers for a campaign is an effective tool due to how well the cookies work).

ON-BOARDING: We've been able to schedule meetings with our on-boarding team who've been great in giving us real world usage scenarios and helping us settle into the product the right way and waste time looking for a way to do something or figuring out best practices from scratch. This is HUGE, very few solutions actually have something like this available to you.

CUSTOMER SERVICE: Top. Notch. The chat support is great, they're patient and will stick around answering your questions all day, they even pass suggestions to the development team who actually implement them as new features moving forward if it's something you really need. Which is mind-blowing.

OVERALL: It's complex and takes effort to learn what the product offers and how to use it. You're going to have to put the effort in, or it's going to be useless. That being said, once you put the effort in - Agile CRM gives you super powers compared most of your competition (because it takes effort, and requires learning).

BOTTOM LINE:
Imagine being in an iron man suit hovering above your competitors firing automated marketing missiles of lead-capturing/qualifying/scheduling sales quota destruction!

Inconvénients

Very much a DIY experience, not enough 'sane defaults'.
Needs better testing/preview options for different campaign segments.

But these are something all these 'all-in-one' CRMs need.

Avantages

Easily set up automated campaigns and tag in new subscribers any time. Track and identify your prospects with ease.

Inconvénients

Customer support isn’t great. Getting ahold of a live person is near impossible. The good news is that the platform is straight forward to work with.

Alternatives envisagées 

Pourquoi passer à Agile CRM

Avantages

- 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

Inconvénients

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

Avantages

Simplicity, nothing else to like in the CRM.

Inconvénients

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.

Avantages

La possibilità di creare elenchi di contatti segmentati, tenere traccia delle attività di vendita, automatizzare i processi di vendita e generare report sulla performance del team.

Inconvénients

La configurazione richiede del tempo e dell'attenzione. Curva di apprendimento ardua.

Avantages

We can easily track all our project related tasks and all. We can schedule appointments in this tool which is best so far.We can track the work done by every individual easily and also we can micro manage our project. We can track the tickets raized by our customers easily.

Inconvénients

Sometimes CRM goes down and we cant use the Agile in the down time creates a lot dependency on that tool. Also customer support should be increased for paid members for continuous usage of their application.

Avantages

The idea is great, the ability to have all this functionality in one package. There is not much else I can say about Agile.

Inconvénients

Basic functionality which is paramount on any CRM is useless. 30% of the email you send does not reach the recipient. I have contacted Agile 6 times about the same issue from support to top level management, and got zero response other than acknowledgement that this is serious and they would get back to me. Problem has been going for months.
Most of the functions are half complete, they are there but don't actually do anything, they have been purely added to say that they have the functionality however it serves no purpose.
My advise is don't get sucked into wasting your time and energy on this product as you will be very disappointed. Pay the extra money and get something that actually works. If you cant afford to do that, look at multiple applications that can offer the same service when combined. Just stay away from this thing.

Avantages

The GUI has a nice look and feel and they have a lot of different features. The addition of mass emailing option is a nice addition, but the pricing is a bit off (it gets very expensive very quickly)

Inconvénients

The GMail gadget stopped working, the import of the deals/opportunities didn't work correctly and after days and days of support and endless "Thank you for your continued patience" the problem wasn't resolved. What's even worse, their support staff has a habit of either not calling when agree or not providing answers when they promised they will.

The product is otherwise competitively priced and has a nice interface, but some serious quality and support issues.

Avantages

A very powerful CRM with marketing automation mechanisms inside. Possibility to create email scenarios, to attribute points to actions done by leads to check the maturity before contacting them. Possibilities of action are really impressive (even in the free version). I really like the possibility to design the landing page within the solution and connect it to the website directly. You can create a whole scenario from social media to CRM attributing points to leads regarding the action they have performed. It's absolutely great. It's like having the power of a big sales team in the hand of one person.

Avantages

I was drawn in by the lure of a free product.

Inconvénients

I'm now unable to send even regular text-only emails from our company's gmail account to any yahoo account, regardless of the number of prior emails back and forth between the two. We effectively now cannot use email to communicate with our existing customers reliably.

Alternatives envisagées 

Pourquoi passer à Agile CRM

Avantages

It's easy to start using and understand the basics, namely the automations, email marketing and sales segmentation. It offers a customer support area that can be used quite conveniently. Integrates quite well with Zapier and with that, with 1000's of other apps.

Inconvénients

The whole service is not very polished, and lacks the visual attractiveness (eg email marketing). The landing pages option is quite rudimentary. But surely these are areas that with time and effort can be significantly improved.

Avantages

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

Inconvénients

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

Avantages

This is a fantastic program that I've established successfully with three clients so far. I've found it excellent to use with ample support documents to set up and deploy without assistance. For the money, I think it's pretty good after assessing quite a number of alternatives.

Inconvénients

This is a BIG con! If you are in Australia, prepare for repeat 4am phone calls from their sales team and agents who clearly do not understand timezones. Despite providing feedback on a number of occasions, it still continues on a weekly basis. I am gobsmacked that a global company with a product of this quality, can't get their timezone planner better organised.

Avantages

Clients relations are managed, leads generated through webforms are nurtured and the process is automated. Segmenting clients have never been easier and support for the product is fantastic! Keeping track of tasks is an integral part of my daily function and the task management within Agile keeps me on track. Assigning tasks to alternative users are easy. Client records can be as detailed as required and one of the other things I do often is associate specific documentation to individual client contacts. Integration with 3rd parties are easy. The timeline feature is a gem! AgileCRM is truly a great product!

Inconvénients

The only feature that requires attention is the automation. The campaigns and nodes are limited -
even on the paid plans, but I know that Agile is in the process of reviewing this.

Avantages

Many people want to work in one place. The significant advantage of the CRM software is that it
gives you to optimize almost everything. Every task is based on sales and marketing.
Generating and regenerating reports and records are things that you need to show to
companies. The pross include cleanliness.
The UI in the process is easy - to - use task. It is even suitable for small and medium scale bases
for customers through the use of social media. There are no complexities. It is effortless to set
up, and it is quick.

Inconvénients

The customer support area should be improved more. For the first time, users may take a bit longer time to learn the Agile CRM but they have very good learning materials. I have faced some UI/UX issues with the calendar, I think they will work on that and it will be improved in upcoming versions.

Avantages

Gestione a 360 gradi del servizio ci Call Centre. Consente di gestire i ticket e le problematiche segnalate dall’utente in modo ordinato e completo consentendo una veloce risoluzione del problema lato utente e una profonda analisi delle problematiche lati azienda consentendo azioni di miglioramento aziendale

Inconvénients

A volte la scalabilità dei ticket può risultare complessa complicando la gestione del database CRM e quindi non consentendo una veloce comunicazione tra le funzioni aziendali

Avantages

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

Inconvénients

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.

Avantages

Honestly, very little. From day 1 it's been riddled with bugs.

Inconvénients

Multiple issues with email deliverability. Multiple issues with setting up automations. Terrible support that just ignores you when they can't solve an issue with their software (95% of the time). Riddled with bugs. Doesn't deliver on the majority of promises it makes.

Avantages

It is very user friendly. You can add custom fields and setup pipelines without the need of a developer.

Inconvénients

Having to add DNS records to synch email makes it difficult to setup email with agile.

Alternatives envisagées 

Pourquoi passer à Agile CRM

Avantages

is very friendly but that about it, they program has a lot of things to make your sales work but if you do not have the regular you wont have access to anything.

Inconvénients

I did a review because I was very upset with agile here is the previous review: they are bad at costumer service I would have more luck working with a wall at least she would listed and act like she is trying to help, the manager for support was so horrible to work with when ask to help with option he didn't help me I trying to be as patient with them but I really feel that they just ripped us off. I did a previews review on them because so far was it was all good but once I did, it was like they did not want to try any more.

as of today they have help me with the problem and we manage to get everything resolve they saw the mistake the made and help us with the problem at hand I am very glad we could still work together because we know as company they have very easy CRM program to used

Avantages

I really liked the integrated scheduling calendar

Inconvénients

Many times I don't receive email notifications about new appointments that have been scheduled so I have to remember to check my calendar every day. I also wish some things were a little more streamlined, for example if I search for an email address and it's not in the database yet--I don't have an option to "add" I have to type it in all over again.

Avantages

It's easy to use and integrates with many other platforms. It has decent number of features apart from standard CRM features like web rules, hello bar, exit intent popups etc.

Inconvénients

Customer support isn't that great. Their tracking of website visitors, email click rates has issues. The tracking code for this CRM increases the load time of website hence it affects your organic rankings.

Avantages

It seemed easy to use, but it kept mixing up my data.

Inconvénients

Customer service was horrible. I eventually tried to cancel my subscription, but they kept charging me for an annual subscription. I cancelled it in December of 2019. They charged me for it in January of 2020, so I called them and cancelled again. They gave me a refund. In January of 2021, they charged me again for my annual subscription. I called them back and the guy tells me at first that there are no refunds! What??? I cancelled it OVER A YEAR AGO!!! He tells me that he has to talk to his management and is not sure if he can refund my money... Grrrr... I'm so pissed... I told him that I was going to start writing bad reviews about Agile while I waited for his management. Eventually, he said he initiated the refund and cancelled my subscription... We'll see!

Avantages

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.

Inconvénients

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.

Avantages

It's extremely easy to do almost everything in AgileCRM. For example:
1 uploading list of contacts. Super easy.
2. It's a pleasure to use it. The timeline shows every interaction with every contact in a very user-friendly and aesthetic way.
3. Setting up groups of contacts using tags and then filtering so you can focus and specific groups is soooo easy and helpful.
4. It's really fast for a cloud service as well.

Inconvénients

Very few to be honest, and they can be worked on:
1. Customer service. You can get bounced around until the right person helps you. But when they do, they work very hard to take care of whatever issue you need help with.
2. It would be great if their scheduling features included integration with gotomeeting.

Avantages

The software is inexpensive (at lower levels). It seemed intuitive at first, but with extended use realized it was clunky and did not function as advertised.

Inconvénients

Full of holes and bugs. Clunky. When we asked about certain capabilities, they were always "included with the next level up". When we explained our frustration and that we were cancelling our contract, they became belligerent, immediately cut off our access to software and are holding all our information hostage. We have also yet to receive a refund...