Agile CRM

Puntos a favor

- 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

Puntos en contra

- 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.

Puntos a favor

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.

Puntos en contra

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.

Puntos a favor

Their customer support is great as the hability to send personalized bulk emails.

Puntos en contra

User interface and report customization.

Puntos a favor

24*7 support and exceptional dedicated support and training
Very easy to use and modify.
Different modules through single platform
Nice visual reports

Puntos en contra

Restrictions in some automation, bit challenged to set up campaigns and missing accounts module

Puntos a favor

The automation/workflow builder seemed to work

Puntos en contra

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.