Agile CRM is a gamification-driven software that offers excellent customer relationship management functionalities as well. It can provide Marketing, Sales and Service automation in a single platform. The software comes featured with gamification features like collaboration tools, leaderboards or activity tracking and is perfectly suitable for sales. Free version and free trial of the software are available. It comes with three deployment options, which include Cloud, SaaS Web; Mobile - Android Native and Mobile-iOS Native. Besides gamification features, Agile CRM also features web analytics, contact management, telephony, sales tracking, marketing automation, two-way emails, etc.
|Support||24/7 (Live rep) Online||Customer Type||Freelancers Medium Business Small Business|
|API||Contact||Dallas, TX / +1-800-980-0729|
|Deployment||SaaS/Web/Cloud Mobile - Android Mobile - iOS||Category||CRM Software|
For 10 Users
Disclaimer: The pricing details were last updated on 05/06/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
What we liked most about Agile CRM was the ease with which it can be integrated into github, upscope and zendesk services. Thanks to this we get a better technical support management. Agile CRM exports data about customers on a large scale, and allows to track these throughout its life cycle.
We do not like that the base plan costs $ 49. It does not display correctly in SaaS. Some of our clients can not close conversations easily, and in our case, opening the chat box can take too long. The button to close the chat is below it, at a point where it is not easy to see it.
The most feasible plan to start using Agile CRM is live chat for sales, which can range between 66 and 106 dollars per month. It is highly recommended for the creation of participation analysis, and A / B testing. Agile CRM is also excellent for sending in-app emails, and for keeping track of every conversation we work with. Its mobile support is better in IOS devices, since it is faster to customize the templates for messages and the platform in general.
With Agile CRM we have got better job updates in real time, and we can create labels on messages, which in turn can be scheduled to be reviewed later. Agile CRM shows us a more detailed view of our customers, and everything they do through our web or mobile application in real time. We can also chat with visitors to our website, review their engagement with us, and convert them into customers.
You can only use this with a corporate email. How is a small business supposed to use this? Only with more money.
Pros: Available perceived features and integrations
Cons: Disabled campaigns were still sending emails
Too complex to setup campaigns and add/remove contacts to/from campaigns
Email template editor
Overall: We wanted to setup a simple timed introduction series. We setup the templates, and then realized that you have to edit each template separate from the campaign. Then before we were ready to send, we added the contacts (which took about 3 hours) and away it went - with almost zero visibility! We sent 1,200 emails and the system said 1. When we looked in our outbox there were 1,200 so we know they were sent - and we were receiving OOTOs as well!
just a hybrid app with no alerts nothing
Pros: Has many good features like any other CRM in the market, automation is powerful but once you get all your leads into their system, good luck getting any meaningful figures unless you use their filter and collect it manually. please read the Cons before you buy!
Cons: You can only send a max of 3 custom email reports, each report with a maximum of 100 results only and they never mentioned that to me in their demo nor in their product comparison.
If your website has a cookie consent bar, you won't be able to use "visitors activities" unless you enable their own cookie bar, that will leave your site with two cookie consent bars. Good luck with asking your visitor to accept all of these consents.
Pros: I was a Salesforce user in the past; it was definitely a more mature and costly product overall compared to Agile CRM. On the other hand, Agile is more intuitive and less complicated, making it faster to implement into the processes within a small/medium enterprise.
We are able to keep track of contacts, prospects, and leads and segment them accordingly during the various stages of the sales- and project cycle.
Cons: We are missing native integrations with other apps that are used in our workflow. The documentation could also be improved, especially more detailed videos would be very helpful.
Overall: We organize our processes and communicate with our teams across various projects with Agile CRM. It is advanced enough but not over-complicated for our day to day needs.
I am a small business owner and have been looking for an affordable CRM application that is both simple to use and powerful for scaling as my business grows. And I am so glad to have found Agile CRM! It has a clean and well-designed user interface and a highly customizable dashboard that aggregates all of the data and information that are important to you.
It is hard to dislike this application. While it is not perfect, in my view, this is one of the best CRM applications out there for small business owners.
Ability to keep track and monitor customer relations, deals in the pipeline, and any actionable items all neatly packed into an agile and powerful application.
Pros: 1. Create complete customer record and create email campaign for emailing at particular event is easy.
2. Setup synchronization among various modules such as synchronization between inventory of products and admin modules for notification emails (email automation once product gets zero).
3. Notify customers on a particular event or if new product launched.
4. Lead management is easy , it has particular section for lead management.
5. Great IDE to make use work easy.
6. Setup call functionality with Agile CRM is also possible.
Cons: You must have little CRM understanding to use Agile CRM.
The simplicity of Integration into 3rd party applications.
Ability to forward emails into the CRM that may be associated with the sales process. Right now it is a copy paste into the Notes.
Sales process management and reporting
Una de las cosas que más me gusta de Agile es su capacidad para exportar e importar contactos y organizarlos a través de etiquetas. Además, debido a su fácil de user plataforma, podemos filtrar las búsquedas de contactos incluso a partir de fechas (más allá del etiquetado), lo cual facilita la obtención de datos necesarios para el contacto que va más allá de las campañas que puedan lanzarse.
Asimimo, posee un equipo de soporte técnico bien entrenado y con paciencia. Las veces que los hemos contactado, hemos perdurado en solución constante.
Lo que más me disgusta de Agile es que es difícil organizar y conformar una campaña desde 0 si no se tienen conocimientos intermedios en tecnología y/o CRM. Me atrevería a decir que a pesar de poseer una interfaz bastante intuitiva, una persona con pocos conocimientos tecnológicos, encontrará difícil lanzar campañas por su cuenta.
Asimismo, posee errores que evitan la autonomía y automatización completa, por ejemplo, en nuestro caso Agile es incapaz de procesar cuándo un contacto ha respondido email para sacarlo de la campaña.
El precio de Agile es bastante módico en planes pequeños, por lo que pequeñas empresas serian capaces de utilizarlo sin problema para sus campañas y/o búsqueda de alianzas comerciales. Asimismo, es una excelente herramienta de filtrado de contactos empresariales, organización respecto a qué sector pertenecen y mantenimiento de contacto y campañas.
Con Agile CRM hemos sido capaces de mantener larga data de potenciales clientes y/o alianzas comerciales. Asimismo, posee una plataforma fácil de usar y bastante intuitiva si el usuario que la utiliza posee conocimientos previos en el sector de tecnología.