Agile CRM vs. Bigin by Zoho CRM

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.

Startups Needing Quick Setup with Low Overhead
Startups that need a CRM quickly and don’t have the time or resources to onboard heavy tools can set up Bigin in a matter of hours. It covers all the basic CRM needs out of the box, making it ideal for teams just getting started.

• 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

• Zero-friction onboarding
• Imported 200 Google-Sheet leads in under 5 min via copy-paste wizard; field mapping was drag-&-drop, no CSV-headache.
• Email templates – yes, but the editor is limited.
• Merge-tags work, yet you can’t drop in advanced HTML; our logo had to be linked from an external URL. On the plus side, a bulk send of 25 emails went through without a hitch and none landed in spam – big win for us.
• Reports – fast but shallow.
• The dashboard quickly shows “deals closed” and “average stage duration,” yet you can’t pull conversion rates by lead source without digging into an export. Good enough for the board, too thin for an analyst.
• Automation – paywalled only.
• We wanted Bigin to auto-send a survey when a deal moved to “Won,” but workflows are a paid feature. You can test them during the trial; once it expires it’s back to manual clicks.

Incentivized

• 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.

• I would like to link the same contact to more than one company.
• I would like to be able to use only the name field, but I need to use first and last name
• I would like to have a plan where there is no limit on the number of customizable fields

Incentivized

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

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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

Bigin has really helped us with selling our monitoring services to our customers, which is primarily farmers in the UK. We often need to talk to customers before, during and after a sale, and Bigin helps us keep our contacts and leads organised as we track all these interactions. We recommend it very strongly

Incentivized

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

The support is all international and it takes a while to get support as you have to go through chats and set up times, not as easy to just call and get the support you need. They are very nice when you do finally connect with someone and they are knowledgeable, just challenging being international sometimes.

Incentivized

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

Simplicity, usability, and a modern, intuitive UI.
Easy to learn and simple to guide customers through. Flexible enough to fit diverse business scenarios with seamless integration. Enables managing marketing, operations, customer service, sales, and even assets all in one place. Smooth connections with external services.
Delivers huge value at a fair price.

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

• Reaching more possible customers quickly and with less effort. The fact of being able to automate sending to our contact database, which has previously been tagged and categorized, has allowed us to send information in a more agile way (previously we simply used Outlook, without any type of automation).
• Automatically consulting all the email history you have with any of the contacts has allowed us to be more efficient and avoid duplication in communications.
• The process of implementing and integrating Bigin in our company, although it was not difficult, we found some difficulties to synchronize the database loaded in Bigin by Zoho CRM with our Office365 account.