Agile CRM


 

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management, a landing-page builder and knowledge base functionalities.

The contact management module lets users record and access customer data such as contact information, interaction records, social-media accounts and lead scores. The software also offers email integration, which allows users to sync data with email services including Gmail, Microsoft Exchange and Office 365 and IMAP services.

Users can track website visitors to analyze customer behavior, and marketing automation tools help users create marketing workflows with a drag-and-drop interface. Users can also send automatic reminders based on time and contact options.

Agile CRM also includes task management functionality. Users can drag-and-drop tasks in lists, sort tasks, add notes and update task status.

Social media integrations allow users to publish and respond to posts on social channels such as Facebook, LinkedIn and Twitter. Pricing is per user per month. Phone and email support is available.

 

Agile CRM - Correspondence history
 
  • Agile CRM - Correspondence history
    Correspondence history
  • Agile CRM - Drag and drop interface
    Drag and drop interface
  • Agile CRM - Create template
    Create template
  • Agile CRM - Theme and layout
    Theme and layout
  • Agile CRM - Opportunities
    Opportunities
  • Agile CRM - Telephony preferences
    Telephony preferences
Sistemas operacionais compatíveis:
Mac OS, Navegador web (independente o SO)

393 avaliações do Agile CRM

 

Erik R.

17/04/2018

17/04/2018

Fonte da avaliação: Capterra

Agile CRM is a Great First Step into the CRM World

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Vantagens

I used this platform for a solid year and put in hundreds if not thousands of contacts into this CRM. I liked how many categories there were to define a lead or a contact, the system that you set up to see how much potential revenue you had to win based on your leads was helpful, and the price is unbeatable. I mean truly, you can use this platform for free for up to 50,000 contacts. That's pretty amazing.

Desvantagens

There's a reason why I call this particular platform a good "first step." Agile CRM says it offers marketing automation, gamification, and project management - but this is a far from complete product. In the free version you can only create so many marketing automation blocks before it makes you pay, but even if I did upgrade I'm not sure the platform could handle the sales process I wanted to have set up. Something else to mention about this platform is there customer service. I'm fairly certain the CEO is their only customer service rep. Every time I had a problem with the platform (roughly 1-2 times a month) it was the same man who picked up the phone - and when my problem was solved he made me delete the Tweet I sent out when I asked for help, and then made me publicly thank him. I found that very strange. Overall you should try this platform out if you're just starting out, but upgrade to something like Infusionsoft if you're really looking to up your game.

Guillermo G. Especialidade: Gestão da educação Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

19/07/2019

19/07/2019

Fonte da avaliação: Capterra

All I need to work in one place

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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".

Vantagens

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.

Desvantagens

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.

Brandon D. Especialidade: Companhias aéreas/Aviação Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

06/10/2020

06/10/2020

Fonte da avaliação: Capterra

Agile Review

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Agile as mentioned provides a reliable service, and geared toward small-mid sized businesses. Larger companies would find better options.

Vantagens

Agile provides a reliable database for all things from quality findings to ECO change implementations. Customized reports are a nice feature and searching is made easy.

Desvantagens

Agile has some limitations with ERP features, two different softwares are utilized due to needs of each department. Preference would be for a one stop shop.

Alex M. Especialidade: Publicidade e marketing Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

30/08/2019

30/08/2019

Fonte da avaliação: Capterra

Calendar in Military Time

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Experience is actually very horrible overall, but you get what you pay for.

My next solution will be Keap or GoHighLevel.

Vantagens

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.

Desvantagens

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.

Traduzido para o Português

Resposta: Agile CRM 19/09/2019

Hi Alex,
Thank you for sharing your review with us. Our product features are driven by the inputs given by our customers. Agile CRM is just designed to solve all the three purposes on a single platform. This could a small feature and may not be considered on first priority. But, we will take this into consideration. We at Agile CRM are open to the user's feedback and suggestions and have been working on the same which really helped us scale to where we are now. Also, we are coming up with 500apps.com which is an ALL-IN-ONE Suite of apps and Schedule.ly is the one that can be used for calendar and scheduling. If you would like to try this new app, please share your acceptance with our support team at [email protected] so that we can share the same with you.

Jonathan C. Especialidade: Imobiliárias Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

15/08/2020

15/08/2020

Fonte da avaliação: Capterra

Successful deployment - keeping us organised

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Successful and efficient. Wouldn't be without it now!

Vantagens

I'd best describe this software as an intuitive office whiteboard. It organises the stages of our sales deals and links contacts, companies, tasks and events around each one. Support and availability of direct - dial in support has been superb a real strength. An initial support call seemed 'unwelcome' but supported me to scope the product quickly and was quickly appreciated.

Desvantagens

Some of the synchronisation features of email and calendars have been difficult to grasp and configure (and I'm still not sure I understand Agile mail vs use of gmail! That said - I'm still using the free version so who can complain!