Agile CRM vs. Agiled

Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and f=defeating the purpose of the system.

Agiled is suited for submitting contracts and getting them signed quickly with the help of their public links and digital signature features. It is also well suited for submitting invoices to clients and getting them paid with their PayPal and Wise integration. Organizing and keeping track of a large database of clients and leads may be difficult since the CRM doesn't currently support email and message tracking per client but does offer multiple clients per project which is helpful for managing complex projects with multiple team members and clients.

• The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
• I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
• Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.

Incentivized

• Invoicing
• Business overview
• Contracts

• The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
• Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
• At some point in mid-2021, the process for sending out emails 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). 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 my 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.
• 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.

• CRM
• Proposals
• Scheduling

There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.

Incentivized

The tool has an affordable cost and is better than some market competitors. For delivering a great experience with a friendly user interface, low price, great technical support and several features that contribute to IT, sales and marketing teams, I recommend Agile CRM to friends and colleagues looking for such a solution.

Incentivized

While some of the book keeping features of Agiled have helped me to keep my business in order and provide contracts and invoices to my clients online so we don't need to meet in person every time, the main reason I bought Agiled was to keep track of leads and client communication to better understand what is and isn't working in terms of lead acquisition. This has not been easy since Agiled still can't track communication well and is still clunky when viewing and organizing contacts. I hope it will improve as the team behind it seems to be working hard.

The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.

Incentivized

The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.

Incentivized

The support is good but most of them are in India so heavy accents but if you can work past that they are very helpful and get the job done. What's good about that is they offer all types of hours for support not just 9-5 which I liked because I was able to get to support when I was building in the late-night hours when I couldn't get something to work.

Incentivized

Every time I reach out to Agiled they get back with me very quickly and seem to want to help me. They are constantly releasing updates and improvements which makes me hopeful for the future. I look forward to the day automation and CRM improvements are made. This will be a game changer.

Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..

Incentivized

Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business

Incentivized

Agile CRM is an all-in-one CRM tool that is easy to use and cost-efficient depending on your business needs. Agile is a very effective CRM system and can quickly access your customer/prospect information. Agile's ability to integrate the marketing automation, CRM, telephony, and analytics with current company procedures and solutions makes it difficult to consider other similar tools.

Incentivized

This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.

Incentivized

• It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.

Incentivized

• Better keep track of contracts
• Better understand income and expenses
• Centralized business details