Avis clients sur Agile CRM

A éviter à tout prix

Commentaires: Très peu de problème résolus en fait, beaucoup créés en revanche.

Avantages:

Logiciel basique facile pour importer des données

Inconvénients:

Impossible de télécharger votre bases de données - impossible d'en sortir sans tout y abandonner. Le business model est pernicieux voire malveillant à ce sujet. Interface utilisateur plutôt mal pensée. Support inexistant : joignable mais ne résoud aucun problème.

Fantastic and HIGHLY customizable

Commentaires: Agile is a highly customizable CRM platform for someone (or team) who wants detailed customization of not only the pipeline management but also automated (or semi-automated) email, phone/text integrations also.

Avantages:

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.

Inconvénients:

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.

All I need to work in one place

Commentaires: The biggest benefit that this software has given me has been to optimize everything that has to do with the world of sales and marketing, generating the reports I need to demonstrate in the company how useful our strategies are, what aspects to improve, and generate our own leads, all in a very organized way and as its name says "agile".

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.

A jumbled mess of features that don't work.

Commentaires: I wasn't able to solve any business problems with Agile, as every feature I tried to use was broken or flawed in some way. From importing contacts from a CSV, to Facebook, to any other feature like newsletters and html templates.

Avantages:

The automated features, when they did work, were nice.

Inconvénients:

Pretty much every feature had some sort of flaw. From doing absolutely nothing when I clicked on it, to having some requirement that I had to call customer service for to find out. Their customer support is also a joke. After choosing your selection on the phone it will ring and ring then send you to voicemail without notification of doing so. Once you receive a call back, IF you do, you speak with someone you can barely understand, who basically told me that there is nothing they can do for me, their "teams" are working on fixes for my miscellaneous problems, and suggested I try other integrations as a work around. They couldn't give me an expected time they issues will be resolved. Upon trying their work around it wasn't what I needed at all. I was basically told "too bad" and to just sit and wait for a fix. Also, when you try to cancel your subscription it tells you that someone will have to call you to do so, and it could be over 48 hours until they do.

Agile CRM - The best management tool

Commentaires: One of the best management tool in current market with low cost. With minimal amount we can easily maintain our project.

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.

Good little CRM for a great price

Commentaires: Great system for tracking and following up with clients through the sales, marketing and implementation phases of the customer relationship.

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.

Agile CRM Review

Commentaires: Overall, I'd say I've had a pretty satisfying experience with the product, nothing out of the world, but gets the job done.

Avantages:

- Contacts import and export is very simple - Calendar and other time management tools are pretty neat - Great integration across multiple marketing tools - Social media and email campaign management is a great add - Detailed report-generation.

Inconvénients:

- Organisation of different compartments within the tool can be a bit difficult - Rich feature-set leads to a challenging learning curve to go over.

Agile - The best CRM tool in the market

Commentaires: The best CRM tool in current market in my opinion . Very cost effective and easy to use.

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.

Strengthens customer relationships.

Commentaires: I went to a sales conference recently, and it was nice to have a place to keep all of my contacts and communicate efficiently with my team. Agile CRM is a good software that can help you manage your contacts and tasks. I think it's useful for project managers who need to track their projects and also for salespeople to increase the efficiency of their time management.

Avantages:

This is a great company to work for if you want to do something that will make a difference. The quality of the product is amazing and the technology is very cutting edge. My job revolves around business development which involves a lot of communications - CRM is the best tool for this. I like that the platform is built on Agile Methodologies and is web-based which allows for fluid updates as well as the ability to use the system from any device.

Inconvénients:

Agile CRM is so much more than a project management tool. It is the perfect solution to email marketing, and task management. It is great that it offers you many features at a single price, I did not have a problem in general use and I was satisfied.

it helps businesses of all sizes manage their relationships with customers, prospects, and leads.

Commentaires: Overall, Agile CRM is a great CRM platform that offers a range of features to help businesses manage their customer relationships. It is easy to use and has an intuitive interface. Additionally, it offers a range of pricing plans to suit different business needs.

Avantages:

My favorite feature of Agile CRM is its customer segmentation capabilities. This makes it easier to group customers and leads into different categories and allows me to send out personalized emails and campaigns to each group. Additionally, the lead scoring feature makes it easier to prioritize leads based on their behavior.

Inconvénients:

My least favorite thing about Agile CRM is the lack of customization options. It can be difficult to customize the look and feel of the platform to match the branding of a business. Additionally, the reporting features are limited.

I liked my experience with this software

Commentaires: Saving the data backup for the company frequency and not easy to get it if you haven't permission

Avantages:

The flexibility in this software is amazing

Inconvénients:

It's so easy to use the multi-language is a beneficial option.

Agile is a Fantastic Solution in a Crowded Market

Commentaires: I feel like I am becoming a CRM expert. I have used and suggested many CRMs over the years, and I feel like I have seen it all. When I look for a CRM in 2018, I ask myself 3 questions. Question 1: Who is going to use these features? If my team lacks tech savviness, if they are going to be picky about the UI, or if they are used to a different platform, you could run into problems. At the end of the day, a CRM should be invisible, and it should be as natural as using your body. If you team struggles to use their tools, you will run into problems. There's no point in blaming your team if the tool is hard to learn. The job needs to be done either way. (Keeping a mobile option in mind is a good idea as well. Don't underestimate the value of client's won at a bar.) Question 2: How quickly will the system be up to 100% functionality? Every day that you team has to track client data on Post-Its is a day that you're throwing information in the trash (and hanging your Marketing + Support out to dry). Expect a month to get set up, but anything over 3 months is too long. Even if you're an enterprise, you can't afford to fly blind for that long. Also, integrations, integrations, integrations... If the sales rep can't demo a tool you use daily running on their CRM, demand a "no commitment demo" period. Most companies will try to lock you into a one year commitment, but it is perfectly reasonable to know everything works together in harmony. Question 3: Is this the right price for me? The thing about CRMs is that there are hundreds of them. It's impossible to say which one is right for you because in reality, there are probably a dozen you will love. If you feel that you are down to 2 or 3 CRMs that seem identical, they probably are... Go for the one that is priced right and ready to scale WITH YOU. Agile is great on all these fronts. Easy to use. Beautiful UI. Easy to set up. Very affordable option. Love 'em. You won't be disappointed.

Avantages:

Agile is so clean. The UI is easy to use right out of the box. Great for small to medium customer bases that use social media. Quick and easy to set up. Support is FANTASTIC! Great automated features. All the great things you would expect from a cloud based CRM: Customer + Deal tracking, notes and communication history, marketing analytics, scheduling, etc.

Inconvénients:

It's hard to call all of these "cons", but let's say "growing pains". Agile is still a young software. We had some problems setting up links between our WordPress site. They were quickly resolved to 100% satisfaction, but they had my boss pulling his hair out for a few days. We have run into a few other issues that I would call "buggy". Some graphical, some needing to refresh a page, but nothing has halted production. All have resolved themselves.

Good value for Money

Commentaires: The support team is very patient and they have schedules available for training 24*7 for each module and there is no restriction for training. Easy to use, available on mobiles and PC.

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

Easy to use CRM for mid -range businesses

Commentaires: To run our e-commerce business, we had to choose between a best of breed CRM (sales centrics) and one covering every touchpoint of the customer journey. After considering and testing solutions like Salesforce, Prosperworks, we finally decided to go for Agile CRM, more likely to fit with our needs regarding the size of our business and the ability to configure by ourselves.
After several month of use, we integrated Agile with our CMS (WordPress-Woocommerce), Twilio (telephony and SMS services) and Clickdesk (Video and Live Chat). We've contacted the support team twice, each time issues were efficiently solved. Templates for Marketing Campaigns are usefull and watching video tutorials is enough to set up and personnalize the solution by yourself. By the way, there is a lack of integration between our products database (in the CMS) and Agile CRM : importing contacts and deals is easy, but surprisingly we are unable to import products. Products have to be filled manually : it's time consuming. Beside products management, we strongly recommend Agile CRM for its easy-to-use features.

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

Alexandrine Tabeau (facc ohio and adexma only)

Commentaires: very positive eventhough some of the features should be easier

Avantages:

Onboarding and trainings from [SENSITIVE CONTENT HIDDEN] are the best. Good integration with google as well as linkedin Also it is easy to use marketing automation, crm contact, follow up for deals, + telephony and sms campaigns.

Inconvénients:

quickbook integration is not available some extra steps are needed to use the software, for example when you desactivate a campaign you have to remember to desactivate the contacts assigned. Certains things need a knowledge that is only possible by doing lots of trainings

Agile CRM delivered its promise and exceeded my expectations

Avantages:

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.

Inconvénients:

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

Fantastic CRM, easy to use but powerful features

Avantages:

We have used a number of CRM's over the past two years looking for a system that can help automate our marketing efforts and also be an easy central repository for addresses and contact details. We used to use Highrise which was too basic, and more of a contacts manager and then trialled Pipedrive and Onepage CRM. Although these products provided some of the user features we required they all had issues which necessitated finding another CRM. The vendor is responsive to support queries, and always replies very quickly.

Inconvénients:

My least favourite part of this product is the new user interface they launched, it's partly persona preference but I preferred the old UI. The vendor provided a link that lets me use the old UI but I am not sure how long this will be supported. It would also be useful to have the option of very basic accounts that literally provide address book access. We ended up using their API to push data to google shared contacts for users who don't need the full CRM feature set.

Decent CRM tool with both +ves and -ves

Avantages:

Easy to use CRM that has multiple features. Contact’s timelines show all the interactions making it easy to progress. Automation and Campaigns are easy and work well.

Inconvénients:

Customer Service is quite off. Takes a long time of understand the issue and bounces around to a few executives. Interface is quite slow and lags quite a bit.

Shoddy CRM backed by terrible support

Commentaires: Overall a very bad experience. I can't find an option in the UI to cancel the subscription — there's a pause option but not a cancellation one. The support is unprofessional and rude.

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.

It truly is a great program

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.

Efficient, cost effective solution for small businesses

Avantages:

Agile CRM is a complete sales, marketing and service platform. It has a good & clear interface and user friendly. It has a very widespread marketing automation solution that allows you to mind map your workflow.. It allows looking at activity down to the individual user activities and helps to identify loopholes in the campaign and amend. I also like how it integrates flawlessly to Gmail. You can quickly add any contact information from gmail to AgileCRM.

Inconvénients:

Agile CRM has lots of limitations when it comes to email handling & social media integration. If you are emailing to multiple contacts at one go, you can’t add an attachment. It an email requires to add lots of images, creating email templates becomes very clunky. Emails don't get saved to draft automatically; you need to start from scratch if you lost it. Also there's limitation to selecting 25 contacts when writing an email. It loses emails if they are deleted from email client, CRM software should be able to preserve past emails whether they were deleted from Gmail or not. Also there is no social integration with Facebook and other social media

Unexpectedly great experience!

Avantages:

I stumbled upon Agile CRM while looking for an alternative to unreasonably expensive Infusionsoft, I had a first impression that this is just-another-nice-attempt sort of thing, but I was impressed it wasn't. What's really amazing about Agile is that in almost every aspect it exceeded my expectations. Friendly and very helpful customer support, very feature rich, easy to use, and more importantly it keeps improving. I definitely recommend it for small and medium businesses

Inconvénients:

I think that the mobile application is still in its first steps. The controls are small and not the easiest to use on mobile, and navigation is also a bit clunky. It's not really unusable, but I'm just mentioning that it's a bit beyond the web app

Good customer support

Commentaires: We are able to manage a large customer database which is crucial for our business. Sending automated campaigns, emails etc has become super easy with agilecrm.

Avantages:

I liked the excellent customer support. I always approach [SENSITIVE CONTENT HIDDEN] for support and have always received super helpful advice and guidance from her. The ease of use is something that I admire about agilecrm.

Inconvénients:

None so far. The search functionality perhaps can be enhanced.

Try it out - it won't disappoint

Commentaires: After having tried out several CRM systems, I stumbled across agile on an online forum. This system is incredibly flexible - while holding a lot of the crucial features (contact info, deal tracking, sales reports) it also offers a few customizable features that have not been seen elsewhere (landing page hosting, GoDaddy integration, full G-Suite integration). Our team of no-tech-savvy users were able to very quickly make their way through the program and have learned all the crucial features in very short order. It has been an absolute joy getting away from old paper-based practices.

Avantages:

Great for current Google Suite users, great for small teams, customizable landing pages, integration with most major URL hosting services (GoDaddy etc) and a very sleek app with support for Android and iPhone/iPad.

Inconvénients:

"Powered by Agile" appears on emails sent from system, constant reminders to upgrade your plan along the top of the system, lack of ability to hide unneeded tabs/pages.

What a great and user friendly CRM

Commentaires: After trying many other CRMs we all have fallen in love with Agile, this is the best word to describe. Is so easy to set up and very user-friendly. Just finished imported our Data from Zoho and all looks good. I have given up spending time in Zoho CRM that almost forces you to enroll in what I can only describe as a university course. Agile has some things that need improvement but the development team doesn't stop bringing out new features and tools and you can also post your development ideas into a Forum and this can be voted by other users, I have already something being developed using this tool. If you want something simple to use but also fool of cool features this is the system to go. I love the Chrome extension where you can add contacts on the go from any web page (including the great Linkedin fetch contact details feature). Looking forward to the new feature releases.

Avantages:

Time to set up, User-friendly, Zapier integration, Modules (sales, marketing and help desk), Price, Email marketing, Web activity tracker, Web forms and landing pages builder, Filters and Tags for creating lists.

Inconvénients:

DKIM and SPF still a little hard to set up, Help Desk database still being populated so you have to contact the Agile care team more often, but improving.