Agile CRMのレビュー

Agile CRM is a Great First Step into the CRM World

良いポイント:

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.

改善してほしい点:

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.

All I need to work in one place

製品を使ってみた感想： 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".

良いポイント:

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.

改善してほしい点:

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.

Cost-efficient and top-performing CRM software

製品を使ってみた感想： I had a good time working with agile crm For my email marketing and tracking and helped me in my business

良いポイント:

A powerful and all-encompassing CRM tool, Agile CRM assists businesses of all sizes in streamlining their operations and augmenting customer satisfaction. With a broad array of features and functionalities, it simplifies contact management, lead tracking, marketing automation, and customer data analysis. Furthermore, it's user-friendly and offers excellent customer service

改善してほしい点:

Agile CRM currently offers support for six languages, but expanding the tool to include more languages would be a valuable addition

Good CRM but with some major ongoing bugs that they will not resolve

製品を使ってみた感想： I have been using since 2008 - connecting JSON nodes to read data directly from Google sheets. I know more about Agile then most of their own staff. I have brought this exact issue many times.... and no change. So beware of this company, and the stupid bugs they refuse to fix.

良いポイント:

Emails are cheap to send -- JSON node is very powerful allowing high levels of integration and automation.

改善してほしい点:

Bug when trying to "copy" a campaign. It just gets stuck after adding the word "copy" to the start of the campaign name, and a pop up saving "saved" does not show. If you don't realise you did not see the popup, then you then think it has made the copy.... but you are still working in the old campaign. Many times this has lead us to overwrite our original campaign. Right now, I simply need to copy the campaign so send another our email for Black Friday. After 30min trying everything, including restarting my computer. I still have this bug and cannot complete a very simple task --- which now is proving very costly.

A Comprehensive Review of Agile CRM

製品を使ってみた感想： Agile CRM is a great CRM tool for businesses of all sizes. The features and functionalities are comprehensive and easy to use. The customer service is excellent, and the pricing structure is competitive. However, some users may find the user interface a bit clunky and the mobile app a bit limited.

良いポイント:

Agile CRM is a powerful and comprehensive customer relationship management (CRM) tool that helps businesses of all sizes streamline their operations and boost customer satisfaction. It offers a wide range of features and functionalities that make it easy to manage contacts, track leads, automate marketing activities, and analyze customer data. It's easy to use and has excellent customer service.

改善してほしい点:

Although Agile CRM has a lot of great features, some users may find the user interface to be a bit clunky and the pricing structure a bit confusing. Additionally, the mobile app is a bit limited and can be slow to respond.

90% Off Sales.Force

製品を使ってみた感想： I needed a CRM that I can use to track my leads and sales pipelines for a variety of things I do. Agile CRM honestly does well, except its ui/ux is not very friendly, and I get lost quite often, and there's lots of tabs and clicking to get to where I want to be. It is a very complex solution for complex company. Unfortunately, I just want things simple for my simple brain. I opted for a simpler CRM solution with more exciting Ui & Ux but less functionality.

良いポイント:

Agile CRM has built something similar to sales force. A Super Comprehensive CRM. It does a lot and can easily integrate with email, calls, automations and marketing platforms.

改善してほしい点:

Agile CRM has built something similar to sales force, even to the teeth with its ui and ux experience - which is terrible. Otherwise it is a very solid CRM, and the pricing is very reasonable.

This CRM is exceptional and designed with user-friendliness in mind.

良いポイント:

I highly recommend Agile CRM to any business seeking to improve their customer relationship management. The platform's user-friendly interface and intuitive navigation have made it effortless for me to stay organized and on top of my customer interactions. Moreover, the extensive range of features available is unmatched, and the ability to automate repetitive tasks has been a real game-changer. Overall, my experience with Agile CRM has helped me feel more in control and organized in managing my customer interactions, and I would strongly recommend it.

改善してほしい点:

The addition of WooCommerce integrations like PrestaShop and Square Space would be highly desirable. With more options available, users would have greater flexibility in configuring their online stores.

Superb marketing and sales automation software.

良いポイント:

Agile CRM stands out as a remarkable CRM platform that empowers businesses to efficiently handle customer relationships and sales. This platform provides an extensive array of functionalities, such as automated email campaigns and customizable dashboards, that simplify the retrieval and interaction with customer data. Agile CRM's user-friendly and intuitive nature renders it a perfect selection for businesses regardless of their scale. By leveraging its comprehensive toolkit, businesses can optimize their customer relationship management procedures and boost productivity levels.

改善してほしい点:

This application is exceptional; I have no objections. The user interface is easy to use, and the customer support is outstanding.

Misleading and disappointing

製品を使ってみた感想： None. It was an unnecessary distraction and waste of time. Paying more for a better software is worth it.

良いポイント:

The software is inexpensive (at lower levels). It seemed intuitive at first, but with extended use realized it was clunky and did not function as advertised.

改善してほしい点:

Full of holes and bugs. Clunky. When we asked about certain capabilities, they were always "included with the next level up". When we explained our frustration and that we were cancelling our contract, they became belligerent, immediately cut off our access to software and are holding all our information hostage. We have also yet to receive a refund...

Agile CRM review

良いポイント:

Agile CRM is a tool I use to arrange, automate, monitor and control customer interactions. Specifically, it helps me strengthen customer relationships and engagement.

改善してほしい点:

Agile CRM is a useful tool, however it has some limitations:- Weak integration and customization abilities.- Insufficient client service- Expensive

Agile - More than just CRM

製品を使ってみた感想： With an enormous set of automated tools and processes, using Agile has become absolutely essential to our operation. Potential sales are monitored along with KPIs and success rates. Another aspect I personally appreciate is that dashboards are modular/extendible, allowing me a complete overview of everything that matters to my work at a glance.

良いポイント:

Having all our tools unified in one system, all our databases automatically completed and maintained, all interactions logged, and all processes tracked - has made Agile CRM the foundation of every department in our establishment. Given the price point over functionality and support, there is simply no alternative to Agile.

改善してほしい点:

Although it would be difficult to find fault with Agile on the surface, Agile CRM lacks integration with a few niche APIs we happen to use.

Stay away - will IRREPARABLY DAMAGE your ability to send emails to even your existing customers

製品を使ってみた感想： In a word, awful. Setup is confusing. First you're presented the option to link your gmail account--I did. But it did not work. Engaged chat support. They tell me to disable the link, and to use a very convoluted process to first enable 2FA on our entire company's google account users, then set up a App Password in Google Account, then provide it to Agile as p/w when setting up IMAP/SMTP instead. I had followed the nagging setup icon instructions to create MX and TXT records as well, which chat support specifically told me to remove. I then sent an initial email in two batches of 15 receipients - existing customers we communicate with often in our business (they're tenants of our property management company). Gmail accounts received, Yahoo accounts got a 554 Permanent Error rejection response. I tried a stripped down version from within gmail (not Agile)--but then got the same 554 error. Sent a freshly composed email to a yahoo account of mine, as a test--same 554 error. These are all yahoo email addresses that have lots of prior back-and-forth with our company gmail account. Now however, Agile has created this 554 email leaving us completely unable to communicate with about 1/3 of our tenants. This is an irreparable harm. NOTHING IS WORTH THIS.

良いポイント:

I was drawn in by the lure of a free product.

改善してほしい点:

I'm now unable to send even regular text-only emails from our company's gmail account to any yahoo account, regardless of the number of prior emails back and forth between the two. We effectively now cannot use email to communicate with our existing customers reliably.

Easy and clear

製品を使ってみた感想： Very easy. The support has been very patient and been very informative with some great ideas about how I can get the best out of the software. Huge thanks

良いポイント:

After using several other CRMs I have found that Agile offers the perfect balance of flexibility and structure I am also REALLy impressed by the marketing and tracking side too.

改善してほしい点:

Dunno. I haven't found it yet. I had trouble accessing my Gmail but [SENSITIVE CONTENT HIDDEN] very helpfully suggested that I set it up through Imap. Seems fine and no bother

Amazing Complete CRM & Automation software: Great Infusionsoft or Salesforce alternative, for 10% of the price tag

製品を使ってみた感想： As a small business owner, and founder of Bloominari.com, a digital marketing agency helping small businesses to grow their companies online through beautiful design, automation and marketing tactics I was in search of the best CRM and marketing automation software for a truly affordable price. After literally about 2 months of research of various CRM and marketing automation platforms I finally decided to take AgileCRM for a spin (It was easy to try it, as they have an always-free lite version). Immediately I fell in love with it's interface, ease of use, and easy-to-setup platform. I previously worked with Salesforce.com and Solve360 CRMS, and have also tried BaseCRM, SugarCRM and many others throughout my business life.

良いポイント:

- Super affordable for the amount of tools, features and applications it includes. Starting at $10/user/month for it's starter version. - Great user interface - Easy to setup and use - Lots of native integrations with lots of web-based (Saas) apps such as Gmail, Quickbooks, Twilio and many many others. - Integration with Zapier, which basically let's you now integrate AgileCRM with 700+ other web apps, so this feature was a KEY for me. - All your emails automatically load from your Gmail inside AgileCRM, no need to BCC some email address. - Lots of sales, marketing, support, landing page, and amazing features added on at no additional cost. - Now you can purchase add-ons such as user permissions, triggers, additional automation campaigns and others without having to upgrade all your users to the next subscription level (this is something I requested, and their team listened and did implement this). -Their tech support is great, they care, they listen, and they modify/improve their system based on your feedback - Their team update the app every few days

改善してほしい点:

- Their standard subscription is $30/user/month if pre-paid for 2 years, otherwise $50/month, without too many added benefits for this level - Their starter subscription limits your marketing campaigns (automation) to only 5 campaigns, with 10 nodes (steps) on each. The standard gives you 10 campaigns, with 25 nodes each (much better). - Some updates happen without prior notifications to the user, and sometimes changes the User interface too drastically for some features. - Their E-mail templates are limited, but you can still bring in your HTML templates or use their WYSIWYG editor.

3.5 painful years

製品を使ってみた感想： I've been with AgileCRM for 3.5 painful years. It's cheap. It's not cheerful. They have never fixed the longstanding issues with Gmail integration (doesn't work unless it's IMAP), Slack (can't choose channels), LinkedIn (variable/doesn't work/breaks all the time), can't resize the windows to take notes, can't use bullets or italics or bold or fonts to format notes. The emails get rejected regularly, even though we use GSuite. Very buggy. Customer service is always quick however, and they are always saying "it will be fixed! No problem sir!" Thousands of dollars spent with them and hours upon hours learning their systems. But I'm trapped so I'll persist in the hope that they get better.

良いポイント:

Price Customer Service (except for fixing bugs) Hope/promise of it being awesome (which it never seems to rise to)

改善してほしい点:

They never fix bugs, as they are always saying, "be patient, it will be "500apps" soon". Clunky interface Doesn't integrate fully with Gmail, despite them claiming it does. They fell out of favour with Google 18 months ago and haven't recovered. Emails to clients bounce WYSIWIG editor is not WYSIWIG or compatible with multiple devices- email formatting clunky

Do not use Agile if you want a service that you can trust

製品を使ってみた感想： My overall experience with them was awful. They refused to give me any compensation for all the months of their product not working. trying to extract my data was a living nightmare and they wont give refunds even when their product fails.

良いポイント:

when i first signed up for agile it was quite good. it had a few bugs that i overlooked and decided not to use like webhooks and scheduling.

改善してほしい点:

I used only the campaigns and tags. Over the last year the campaigns stopped sending emails and the last 6 months they stopped sending altogether. I was told this would be fixed time and time again for over 6 months and it got to the point where the guy on the chat told me to make an appointment call. I never received that call or any of the othersi tried to book in. They never sent me correspondence as they promised and if you try to call their customer care number it is cancelled. They did finally get my emails working and all of the email that had been in a cue for the past year got email that had thousands of dollars worth of updates that they werent entitled to in them. Then when i wanted to cancel they wouldn't call me to cancel (they require a phone call to cancel) and charged me ANOTHER month. you also cannot download your campaigns and have to apistakingly go through and either have a replacement app ready or post everything into a word document so you dont lose your data.

we have work or differences

製品を使ってみた感想： they are very easy to used and very user friendly I am very glad we could still work together because we know as company they have very easy CRM program to used

良いポイント:

is very friendly but that about it, they program has a lot of things to make your sales work but if you do not have the regular you wont have access to anything.

改善してほしい点:

I did a review because I was very upset with agile here is the previous review: they are bad at costumer service I would have more luck working with a wall at least she would listed and act like she is trying to help, the manager for support was so horrible to work with when ask to help with option he didn't help me I trying to be as patient with them but I really feel that they just ripped us off. I did a previews review on them because so far was it was all good but once I did, it was like they did not want to try any more. as of today they have help me with the problem and we manage to get everything resolve they saw the mistake the made and help us with the problem at hand I am very glad we could still work together because we know as company they have very easy CRM program to used

Nice most-in-one CRM/Marketing engine for small biz

製品を使ってみた感想： I need a place to store all of my interactions with contacts of all types. I need to be able to review a contact and know what stage we are in, last touch, next step, and simply who said what. Agile supplies all that. I want to improve my marketing outreach and I believe Agile will help me organize and systematize those efforts.

良いポイント:

Agile CRM is purpose built (according to the makers) for keeping up with a growing start-up or small business. It handles the usual contacts, appointments, lead tracking and so on, but has a strong email and social marketing component. You can optionally tie in your email and telephony to Agile CRM to keep track of lead and customer interactions (though I have not implemented either at this time.) They are fairly generous with the free level, there are enough core features enabled to allow a fair trial and limits on number of contacts, emails, even API calls are sufficient for a small business. Their free tier is actually not a trial, you can stay on free as long as it meets your needs. One more thing, Agile has quite a few integrations available, among them Stripe, PayPal, FreshBooks, QuickBooks, and Xero. They have a functional API so if you are so inclined you can integrate Agile with almost anything, whether there is a widget for it or not.

改善してほしい点:

There are a lot of moving parts, which is not necessarily a bad thing if they all help push your goals ahead. But it is more complex than many small business web applications, because it tries to do more. So it takes more of a time investment to begin to benefit from Agile. I am phasing into each component and I haven't reached some yet. I have wished for a few more customization options, in display attributes - layout, colors, and also data - what fields are displayed in lists, what sort criteria,

Fantastic and HIGHLY customizable

製品を使ってみた感想： Agile is a highly customizable CRM platform for someone (or team) who wants detailed customization of not only the pipeline management but also automated (or semi-automated) email, phone/text integrations also.

良いポイント:

This is one of the most highly customizable CRM's I have found. the customizations and integrations are fantastic. Integrations of 3rd party software appears to be growing and is still a bit lacking but the key integration of google contacts sets if far apart from the competition.

改善してほしい点:

It can be a bit on the tedious side to customize and set up. It is not simple enough for many would-be users and does require some above-average computer skills. On the plus side, the ability to customize so much more than other CRM's is also what sets it far apart from the competition.

Alexandrine Tabeau (facc ohio and adexma only)

製品を使ってみた感想： very positive eventhough some of the features should be easier

良いポイント:

Onboarding and trainings from [SENSITIVE CONTENT HIDDEN] are the best. Good integration with google as well as linkedin Also it is easy to use marketing automation, crm contact, follow up for deals, + telephony and sms campaigns.

改善してほしい点:

quickbook integration is not available some extra steps are needed to use the software, for example when you desactivate a campaign you have to remember to desactivate the contacts assigned. Certains things need a knowledge that is only possible by doing lots of trainings

Very disapointed

良いポイント:

Agile could be a good software, unfortunately it has so many bugs it is becoming impossible to work with it.

改善してほしい点:

I know bug happens to every digital solution but it is not possible or acceptable to use a CRM not sending campaigns. I'm the CRM master for 4 startups and I'm facing bad bugs everyday which are making daily work a mess. All the flows are compromised by the campaigns not sent. Also they don't let you know they have a problem so big and if you talk with them the answer is "there is a delay". Days and days with campaigns blocked is not a delay, is a big failure for a CRM. There are also so many other bugs not solved from months like the Facebook integration... You buy the solution, you pay a solution and then clicking here and there you just realize you didn't buy the all package because there are several features, you were counting on, not working. Please fix your bugs.

Easy to use CRM for mid -range businesses

製品を使ってみた感想： To run our e-commerce business, we had to choose between a best of breed CRM (sales centrics) and one covering every touchpoint of the customer journey. After considering and testing solutions like Salesforce, Prosperworks, we finally decided to go for Agile CRM, more likely to fit with our needs regarding the size of our business and the ability to configure by ourselves.
After several month of use, we integrated Agile with our CMS (WordPress-Woocommerce), Twilio (telephony and SMS services) and Clickdesk (Video and Live Chat). We've contacted the support team twice, each time issues were efficiently solved. Templates for Marketing Campaigns are usefull and watching video tutorials is enough to set up and personnalize the solution by yourself. By the way, there is a lack of integration between our products database (in the CMS) and Agile CRM : importing contacts and deals is easy, but surprisingly we are unable to import products. Products have to be filled manually : it's time consuming. Beside products management, we strongly recommend Agile CRM for its easy-to-use features.

良いポイント:

- Many plugins available - Suport team easy to reach and comprehensive - Managing Marketing Campaigns with many templates and triggers - Sales funnel is natively designed using deals in Agile : allows you to track and forecast sales in a few clicks

改善してほしい点:

- Product Management to quote, complete deals or design reports must be improved

Agile CRM delivered its promise and exceeded my expectations

良いポイント:

There are a lot of pros regarding Agile CRM. To name a few: easy to setup and use, great features for all departments (marketing, sales, accounting etc) and very agile (can adapt to your specific business needs extremely well). Although all the expected functionality is in Agile, there are a lot of integrations for specialized tasks which is very important for being able to have visually "one system". Being able to have the free plan for more than a month was very important as it requires a lot of time to check and select a CRM. Also the free plan provides all the functionality you need to test and learn the CRM. Great support and the price is really good! It saved me a lot of time, money and because of it, I provide more professional services and I'm able to scale much more quickly and have control over by business.

改善してほしい点:

The support they provide could be improved. Representatives with higher expertise in Agile would be good as well as offering support during weekends.

Agile CRM - The best management tool

製品を使ってみた感想： One of the best management tool in current market with low cost. With minimal amount we can easily maintain our project.

良いポイント:

We can easily track all our project related tasks and all. We can schedule appointments in this tool which is best so far.We can track the work done by every individual easily and also we can micro manage our project. We can track the tickets raized by our customers easily.

改善してほしい点:

Sometimes CRM goes down and we cant use the Agile in the down time creates a lot dependency on that tool. Also customer support should be increased for paid members for continuous usage of their application.

A very powerful and easy to use sales + marketing automation SaaS ! Just great !

製品を使ってみた感想： Agile CRM provides a very powerful solution to both sales and marketing challenges.
Everything is gathered in one place. Benefits are just glaring : time savings, accuracy in commercial and marketing processes. It brings the sales+marketing automation at a very affordable price. A very good solution to grow fast your business on focusing only on extra value tasks when needed.

良いポイント:

A very powerful CRM with marketing automation mechanisms inside. Possibility to create email scenarios, to attribute points to actions done by leads to check the maturity before contacting them. Possibilities of action are really impressive (even in the free version). I really like the possibility to design the landing page within the solution and connect it to the website directly. You can create a whole scenario from social media to CRM attributing points to leads regarding the action they have performed. It's absolutely great. It's like having the power of a big sales team in the hand of one person.