Agile CRM är en populär kundrelationsplattform som byggdes för små till medelstora organisationer. Mjukvaran är mest känd för sin förmåga att sömlöst integrera försäljning, service, marknadsföring, sociala medier och andra engagemangskanaler för att erbjuda ett centraliserat, molnbaserat nav som levererar kundrapporter, analyser och marknadsföringsinsikter. Tillgängligt i olika prisnivåer, erbjuder Agile CRM en premium gratistjänst och går upp till prissatta planer som stöder upp till 10 användare, till tjänster på företagsnivå utformade för över 50 integrationer och plugin-funktioner.
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Segmentet |
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konfiguration | Moln / SaaS / webbaserad, mobil Android, mobil iPad, mobil iPhone |
Support | 24/7 (liverepresentant), chatt, e-post/hjälp, vanliga frågor/forum, kunskapsbas, telefonsupport |
Utbildning | Dokumentation |
Språk | Engelska |
Everything, Sales Reports tie in perfectly to Marketing Campaigns so it is easy to see how your sales activity supports overall revenue goals. Changeable themes so everyone can feel like the CRM is personalized. Easy to use and adopt.
Everything is perfect. There is nothing really I Can say problematic about this CRM. Maybe for others who would immediately jump to Salesforce because it is known. Don't.
All in one solution that is fast and reliable. As a small company, you will likely have a lot of software sales options. This is the complete package.
Big fan of the customizable deal tracks that's what brought us to AgileCRM, it fit our sales cycle vs. trying to conform our business into the rigid stages of other CRM systems we tried. Since coming on board we've been able to incorporate AgileCRM as the centerpiece of our operations, sales cycle management, marketing, service ticketing. We've used their API's to integrate into to our backoffice as well.
Not as Mobile friendly as it could be but that's a short term deal I know they're working on it and they've always delivered home runs on feature improvements. The landing pages are a great example when we first onboarding they were a bit clunky but we submitted feedback as others probably did as well and now they're extremely user friendly and look fantastic.
The all in one is incredible, we manage our sales cycle, do landing pages, email campaigns is great tool hands down. We've been able to eliminate a lot of costs with other software services because AgileCRM has so many tools and services built in. AgileCRM has become the hub of our operations.
We are suing Agile for 2 years, it's a great team.
They could have a better support team with a faster response time.
We help students
What I like best about Agile CRM is that it's an all-in-one solution. You get all the necessary CRM features, plus marketing integration. Other platforms cost a lot more and require "upgrading" to include marketing.
The only (slightly) negative thing I can think of, is that the sales funnel probability is only set when you create the opportunity. Most CRMs will increase the probability (and therefore, the expected value) as you move it through the sales funnel.
It has allowed me to focus more directly on income-producing activities, managing sales and automating marketing.
My experiences with Agile have been incredibly good. The service from all areas has been incomparable. The system is unbeatable for functions It is easy to set up custom fields to satisfy most needs even in the lower priced versions I highly recommend these people
I have a vision impairment and the system does not have an option that assists that condition
An excellent understaning of CRM
The integrated ticketing system in the support option works really well. Love that i can forward my e-mails to become a ticket that my team can handle. Going from running my workload on my own to sharing it has been really difficult, but Agile has given the platform to be able to do this without having to integrate expensive functionality into my website.
I would like some of the ticket screens to be linked to the sales page - but that is just because i treat my tickets as leads that i want to assign to my colleagues. Plenty of scope never the less.
Trying to scale up from working alone to working with a team. Agile has helped this process and enabled the team to interact and see the bigger picture.
Having used many other CRMs in the past, I believe that AgileCRM found the formula to make it simple while covering the main functionalities that you would need in a CRM. Since we have implemented AgileCRM I could feel our sales processes got a lot better and the team really being more efficient while using the tool. I highly recommend Agile CRM.
There is only a minor item I dislike related to the fact that within the knowledge base, I can't add a private article and be the only one to access it. I have reached out to the team and they working on including it in their upcoming release.
We are aiming at implementing automation as much as possible. Agile gave us an amazing framework to start with and the flexibility to adjust according to our specific needs.
Easy to manage contacts and select that you need right away. Campaigns and reports are easy to manage as well.
Nothing as of now that I can think of. The Support team is always here to help and with exoecrtise.. it's all good expecrtice.
My business is art and I am sending my art news letter to my people. Generating new leads using Campaigns and expanding our business
A good platform for even the "non techie" to understand
We initially had some issues with our Agile CRM. Their customer service came through for us! After having difficulties trying to get this CRM to work for how our company schedules appointments. They found a work around that works well for us. I am very impressed with how the went the extra mile to make sure we are happy.
Needed a simple CRM and scheduling calendars for our company
- Full G-Suite integration (Calendar, Gmail). Probably the most important thing on our small team is to understand the daily schedules of each member. Agile allows everyone to use one platform to funnel their workload, their deals and minimize time spent jumping from program to program. - Customizable landing pages - you may not understand the need right now, but our team had been using a 3rd party website for years to collect leads, customization and design were always a problem and as time moved on it began to appear more and more outdated. Agile allows the creation of customizable landing pages which allowed us to extend our brand to our online lead-generation site. - Client Timelines - This feature helps us easily track when things are being done for specific clients rather than relying on handwritten notes - each email to a client is logged (even if you continue using your preferred email system) and can easily be reviewed using the basic client interface
I am not a fan of the "Powered by Agile" tag that appears on emails to clients, nor am I happy with the constant reminder to upgrade plans. I also would like a little more customization within deals to make it more specific to our business type.
We have found that our time spent jumping between apps has hugely decreased. Having a one-stop system has allowed us to focus more on the business and less on the business management.
The personalised service and the fact that there is always someone to help you and guide you is fantastic. Saying that Agile is very user friendly and I do find it easy to navigate. I think the pop app is perfect for quick data collection & notifications. I feel like I'm currently only using a fraction of what Agile has to offer and I'm learning about new features all the time. I like the webinar training sessions and that the team are determined to help you move your business forward.
I want a way to colour code the rows of contacts so I know what state they're in just but glancing at the page. However as I get better at using tags I guess I may well not need this.
Lead generation and keeping potential clients in the loop
- Marketing Automation AND Sales Management in one - Ability to configure flexibly without losing simplicity - Rich intergation - Plug ins - Affordable - very easy to use - really really good support. This is something that stands out and several amongst us in our company have been surprised about it. We can approach them using their integrated chat which is very convenient. Responses are immediate and desire to help is always really high. To me, the support has been a major factor. Also: agilecrm has a 'campaign builder' this is a workflow builder, a drag & drop interface by which you can design pretty much any process you would like to create. It is very powerful and easy to use. Once you have tried it out, you will quickly see that it becomes a 'swiss army knife' for your CRM needs.
Nothing really. It really has everything.
Our key decision making factors were - Marketing automation and sales management in one - affordable - flexible We have strong drip marketing results and Agile is part of our growth hacking success.
I like the Free Edition with 10 users and 1 Campaign as a no-barrier entry point. I like the user interface and especially the Tagging feature. AgileCRM continues to add really useful features without jacking up the price. The Support Module is basic, but perfect for my client needs. I love the integration of Marketing Automation and Sales and this is a key reason for my enthusiasm about AgileCRM.
The pricing jump from Free to Starter Edition is a bit too large if you have a micro-business with a few virtual assistants. I recommend making Starter Edition a 3-User license at the current pricing. There are many features and not all are obvious to find and use. The training videos are out of date and show an older user interface.
Classic B2B marketing for lead generation and sales cycle management. I look forward to implementing the Support module for one client in the next month.
Easy to manage, get everything done in one place type of system
I dislike the interface sometimes feels too cluttered with too many options
I am trying to organize everything as a freelancer and business of one.
The feature set of AgileCRM is comparable to heavyweight competitor products, but at a much better price-point.
Some of the features are buried in multi-layer menus and not as intuitive to locate as they could be, such as web forms for example.
We purchased Agile to give us the ability to automate our marketing, from lead capture and web-form integration to email campaigns and contact management. Agile allows us to have all the information we need in a single product.
The simplicity of the platform and the abundant training provided from the support team.
Occasionally aspects of the platform will change without a product update from the team.
Our client base is growing and our re acquisition of former clients is abundant through regularly schedule campaigns and marketing plans.
There are so many features available for a cost effective price. Marketing automation is incredible value - it has the same type of features as systems like Infusionsoft but without the huge price tag. Managing opportunities in a Kanban method using the Deals board is really intuitive. It also integrates with your mail so you can see the emails between you and your contact, and your calendar so people can make appointments and see your availability.
The landing page feature is a great idea, but there are some bugs in its functionality. For example, if you use a domain alias it won't pick this up - you need to use the primary alias. You can't make that many adjustments, so address fields are a problem - there just aren't enough fields for the UK address system.
I run a very small business but need to use a CRM system to manage my customer relationships and sales. It gives me the functionality I need at a price that's right.
Easy team to work with. Nice robust system with features growing all the time. The support team replies back in very reasonable periods of time. Sometimes the same day. They have a suggestion box area where we can post suggestions as well as vote on suggestions posted by other users.
Would be nice to have email to/from the system so its all stored there instead of in a separate program. I would like to have a phone number to call for support and not just submit tickets. I would like the notes that are listed per deal to be listed in full on the primary "notes" tab. This way we can see an easy history, yet when we go into a deal specifically. Only the notes related to that deal show up in that given area.
managing client relationships. email automation. campaign management. Tracking to do lists and reminders for accounts. Staying on top of deals. Sales forecasting. Easily able to review pending and proposed deals. Ability to keep notes central per deal for great organization.
Agile CRM is really great software for marketers who want to leverage marketing automation system for business. Agile gives a perfect system that helps you to track user activity and trigger automation in a very simplified manner. The usability of the product is really excellent once you're familiar with it. Agile give you very clean details including, web history, location, IP etc which helps you to segment and track user behaviour in advance manner.
For the new user, it's a bit difficult to understand functionality. Another thing is it little more expensive. You get only 5000 branded emails for paid and free account. The User interface is basic. Dashboard has very limited customization option.
The biggest advantage that Agile give is simplified Marketing Automation. All you need to do is set up trigger and emails. Very easy to set up campaigns, triggers and automation. Data segmentation is awesome. Reports generation is good.
The email triggers that make drafting an email campaign easy .
The onboarding experience . Help is only offered in a totally different time zone .
Email direct marketing EDM made easy . List segmentation . CRM