Opiniones de Agile CRM

Unifica muchas funcionalidades en un único programa.

A pesar de que es intuitivo hay que acostumbrarse a su uso y para algunos miembros del equipo fue costoso.
El servicio técnico de atención es mejorable

Permite una gestión fácil de los recursos de mi empresa

La interfaz de usuario a veces la percibo muy cargada

Es fácil de usar y tiene una interfaz de usuario intuitiva, lo que lo convierte en una buena opción si no tienes experiencia previa en el uso de software CRM.Te permite hacer seguimiento de ventas, automatización de marketing y además lo puedes integrar con una variedad de otras aplicaciones de software populares, lo que facilita la automatización de procesos de trabajo.

Tiene muchas funciones limitadas, y si necesitas algo mas productivo, te quedas un poco corto. El precio está en la media pero si eres pequeño como yo, se va un poco de presupuesto para que lo puedas utilizar con otras app que sean más económicas y más multifuncionales.

It was easy to set up and I was able to customize it to my needs. It had a wide range of features, from lead management to customer service. I also liked how it had a built-in marketing automation feature, which made it easy to follow up with leads and customers. The customer service team was also very helpful when I had questions.

I haven't had any negative experiences with Agile CRM

Not much. There was something always wrong everytime I tried to use it over the course of 2 years.

Technical support. They are horrible. Don't return calls and you can't talk to anybody who is technical. They always just call you back over and over again while they go ask someone else.

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.

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.

AgileCRM offer the Score Lead and Star-Rank for People and Company, help you to priority your time to spend on account and feedback to marketing team on their campaign lead. Deal board offer 3 view as complex/tight/wide depend on what you want to see the distances of each stage. Product is offered, include discount too, save your time. People in Company show as table you could choose column and see information you want with scroll to right

Default size of column, if you choose much column system narrow size default column as Name it make user hard to recognize account with just few word. Report for only for enterprises plan if below you only offered Weekly Report. Deal Widget shown only line chart, piece chart for forecast revenue/ quantity of deals, cant click to see details

- 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.

- 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 is an extremely cost effective CRM system that provides us with practically everything we need, at a fraction of the cost compared to some other big brand name CRM providers. The interface is intuitive, overall an easy product to use.

So far we have no major issues with Agile. We moved off HubSpot to Agile, so we had to find a new platform to host our website on since Agile doesn't do that, but finding a new host plus Agile is still significantly more cost effective than just using HubSpot.

I've been using this tool for a short while now and it's growing on me. It's very intuitive and easy to use.
I feel this crm combines the offline and online world perfectly, providing options to track online sales as well as face to face, without overcomplicating things.

Although intuitive, I still feel the user interface could be improved to make it even easier to use, I sometimes find myself searching for the next step. A bit of gamification would help.

all the automation features capturing leads from website.

It was bit difficult to use and to deploy.

Agile CRM appealed to me because it is an all-in-one customer relationship management (CRM) platform that includes a wide range of features and tools for more effective customer relationship management. It includes contact management, sales automation, marketing automation, customer service, social media management, and other features. It also has an easy-to-use and understand interface. Furthermore, it provides excellent customization options, allowing users to tailor their CRM to their specific needs.

The lack of customization options is the least liked aspect of Agile CRM. While it is simple to use, customizing the look and feel of the interface is not always simple. Furthermore, some users have reported that customer service is slow or unhelpful.

Powerful Web Analytics helps to monitor a customer’s online behavior and tracking when a customer opens the company’s web portal.Custom fields tags etc

Campaign nodes feature.Marketing templates they can provide better

The flexibility in this software is amazing

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

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.

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.

The automation/workflow builder seemed to work

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's simple to add new contacts, either manually or automatically as they complete out forms on the site.Forms to embed on your website and input into your CRM.Even team members who were unfamiliar with CRM were able to understand it and become productive within a few hours since it is simple to use.

To provide a better reporting experience, integration with other reporting tools such as Tableau might be improved.There aren't many possibilities for testing.The help files and tutorials were of poor quality and were not always maintained up to date with changes in the software's layout, for example.

Easily set up automated campaigns and tag in new subscribers any time. Track and identify your prospects with ease.

Customer support isn’t great. Getting ahold of a live person is near impossible. The good news is that the platform is straight forward to work with.