15 anos ajudando empresas brasileiras
a escolherem o melhor software

Avaliações do Agile CRM

Sobre Agile CRM

Agile CRM é um conjunto completo de vendas, marketing e serviços, criado para permitir que pequenas e médias empresas vendam e comercializem como as Fortune 500.

Saiba mais sobre o Agile CRM

Vantagens:

Ease of use, Price, standard integrations are easy to connect and the widespread connectors that support Agile CRM.

Desvantagens:

The inability to cancel despite following their instructions for cancellation to a tee.

Notas do Agile CRM

Pontuação média

Praticidade
4,0
Atendimento ao cliente
4,0
Recursos
4,1
Relação qualidade/preço
4,1

Probabilidade de recomendação

7,5/10

O Agile CRM tem uma classificação geral de 4,1 em 5 estrelas com base em 512 avaliações de usuários no Capterra.

Você já usou o Agile CRM antes?

Compartilhe suas experiências com outros compradores de software.

Filtrar avaliações (512)

Amanda
Gerente, Brasil
Serviços de Facilities, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

A melhor para gerenciar Lead

5,0 há 7 meses

Vantagens:

A melhor ferramenta que adquirimos para o gerenciamento e captura de leads. Consigo gerenciar todos os leads e orgazicional da empresa inteiro

Desvantagens:

Há recursos que podem ser melhorados no quisito de relatório.

Tayandra
diretor, Brasil
Serviços ao consumidor, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Crm

5,0 há 11 meses

Comentários: Quase todos, leads, contatos, lembretes, sempre consigo reagendar quando o cliente não responde.

Vantagens:

Como cliente eu gostei do programa, bem usual.

Desvantagens:

Complicadinho e dificil de mexer, tem que ter alguém especializado nele para ensinar todas as suas categorias e tudo o que o software tem para oferecer.

Rita de Cassia
Gerente, Brasil
Serviços ao consumidor, 2–10 funcionários
Usou o software para: Avaliação gratuita
Fonte da avaliação

Programa me atende nas necessidades do dia dia e na informação dos clientes.

4,0 há 12 meses

Comentários: Uma boa experiência, apesar de travar as vezes consigo manter informações importantes de clientes.

Vantagens:

Facilidade em usar, consegui passar para pessoas que nunca haviam usado o CRM.

Desvantagens:

As vezes fica lento, e trava, mas me atende da mesma forma.

Gabriel
Analista de Testes, Brasil
Desenvolvimento de programas, 501–1.000 funcionários
Usou o software para: Avaliação gratuita
Fonte da avaliação

Avaliação AgileCRM

5,0 há 5 meses

Comentários: Melhor usabilidade.

Vantagens:

Organização e acessibilidade, facilidade no segmento de possíveis clientes, comunicação eficiente, visibilidade de vendas.

Desvantagens:

Complexibilidade de entender algumas informações sem realizar a busca.

mohammadd
mohammadd
Hr, Índia
Usuário do LinkedIn Verificado
Fabricação de alimentos, 11–50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Cost-efficient and top-performing CRM software

5,0 há 7 meses

Comentários: I had a good time working with agile crm For my email marketing and tracking and helped me in my business

Vantagens:

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

Desvantagens:

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

Guillermo
Guillermo
Sales & Marketing Manager, Argentina
Usuário do LinkedIn Verificado
Gestão da educação, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

All I need to work in one place

4,0 há 4 anos

Comentários: 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".

Vantagens:

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.

Desvantagens:

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.

Ezéchiel
Ezéchiel
Agent, Benin
Usuário do LinkedIn Verificado
Construção, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Avis Agile CRM

4,0 há 2 meses Novo

Comentários: It's a good software you can use the free version with more than 1000 customers but to benefit from all the features, you need a more expensive subscription

Vantagens:

It is a very good software for managing projects and tasks and even these clients. It is very great

Desvantagens:

The major problem I encountered is that to benefit from all the features, you have to subscribe to a more expensive plan

Tom
Managing Director, Austrália
Varejistas, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

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

3,0 há 3 anos

Comentários: 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.

Vantagens:

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

Desvantagens:

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.

Resposta do Agile CRM

há 3 anos

Hi Tom, We are really sad that you had a bad experience with Agile CRM. We have always been a customer focused company and constantly endeavor to deliver the best services. Our product team also focuses on regularly rolling out more advanced and robust features. However, in this process, there remains certain features which are more complex to operate or have a bigger learning path. I recommend you to contact our customer success team for a personalized training so that you can get a better understanding on how to use them more efficiently. Thank you

Roni
Roni
Communications Manager, EUA
Usuário do LinkedIn Verificado
Construção, 1.001–5.000 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

AgileCRM automates digital marketing for us

5,0 há 3 meses

Comentários: Agile CRM is the most important program within our company. We use it for the purpose of preserving our customer and prospect databases, managing email rounds, tracking contracts, reporting and a bit of marketing automation. We will often bring people in for a short period of time to use the system, especially if they are in a project management position. The mobile app, which has just been released, is excellent and offers almost all the fundamental features of the web version.

Vantagens:

Agile CRM has some very remarkable Marketing Automation abilities that we are exploiting for now. It is possible to set up fundraising strategies, automated responses, and with Workato, it is possible to do even more. Agile CRM helps us get an accurate idea of where we are with respect to any possible deal. It monitors the replicas we enter freehand along with exhibits email correspondence and associated people, and handles things with the simple drive of a mouse. It is such an important portion of our company that you may not imagine an existence without it. If we didn't have it, it would mean missing important calls, not having up-to-date contact with many customers, suppliers and prospects, and losing track of them.

Desvantagens:

At the negotiation table, I would like Agile to report the number of days the agreement has lasted in that position. This information can be found in different places, but owning it on the Kanban board would be wonderful. I would like Agile CRM to also exhibit a figure of how existing marketing campaigns and automations relate to each other, in order to avoid nasty or repeated emails and other actions. It would be significantly more optimal if it were possible to access more information on the screen so you wouldn't have to dig so far outside the program and make decisions before executing your projects.

Jason
Managing director, Reino Unido
Publicidade e marketing, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

A good mid level crm but not top shelf

3,0 há 6 meses

Comentários: Overall it’s a good tool but not our preference. We would use a competitor if we wanted the full crm experience.

Vantagens:

It’s easy to navigate and use but not as easy and functional as other crms on the market

Desvantagens:

It feels disjointed. Other crms feel all inclusive and easier to use.

Divaldo
CEO, Portugal
Serviços ao consumidor, Profissional autônomo
Usou o software para: Mais de dois anos
Fonte da avaliação

Fantastic CRM system

5,0 há 11 meses

Comentários: I had integrated the agile CRM with facebook and since we had ads running to capture leads, it was spectacular, because the automation was ready, there was a lot of engagement with customers and they felt special.

Vantagens:

Agile CRM was one of the most important tools for managing my business, excellent for capturing leads, automating and controlling all activities. What I loved most was email automation.

Desvantagens:

Recently they launched another tool and they stopped paying so much attention to this tool, also over the years I tirelessly requested the addition of more currencies which was not done.

Avaliador Verificado
Usuário do LinkedIn Verificado
Recursos Humanos, 51–200 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Great service

4,0 mês passado Novo

Vantagens:

Great service [sensitive content hidden] very understanding and patience guy! In general chat is very helpful and fix issues

Desvantagens:

I don't have any negative aspects.User friendly experience.

Ana Paula
Ana Paula
Environmental Consultant, Peru
Usuário do LinkedIn Verificado
Serviços meio ambientais, 2–10 funcionários
Usou o software para: Avaliação gratuita
Fonte da avaliação

A review of a complete CRM

4,0 há 3 semanas Novo

Comentários: I liked the fact that it combines price and efficiency and ease of use for all types of businesses.

Vantagens:

Its best advantage is that it is free of charge and even the paid price for 50,000 contacts and more is very low at around $9 per user. It is also a very powerful CRM that generates specific reports.

Desvantagens:

At times I have experienced some deficiency in Customer Service. It also lacks some functions such as project management, something that certain competencies do have.

Timo
marketing expert, Finlândia
Publicidade e marketing, 2–10 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

AgileCRM - marketing automation tool with lots of features

4,0 há 2 semanas Novo

Comentários: I like the product it but find it bit difficult to use. Also not using it's full potential, seems difficult.

Vantagens:

all the automation features capturing leads from website.

Desvantagens:

It was bit difficult to use and to deploy.

Aaron
President, EUA
Imobiliárias, 2–10 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação
Fonte: SoftwareAdvice

Alternativas consideradas anteriormente:

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

1,0 ano passado

Comentários: 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.

Vantagens:

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

Desvantagens:

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.

Jaime
Founder & Marketing Strategist, EUA
Usuário do LinkedIn Verificado
Publicidade e marketing, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação
Fonte: GetApp

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

5,0 há 7 anos

Comentários: 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.

Vantagens:

- 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

Desvantagens:

- 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.

Resposta do Agile CRM

há 7 anos

Hi Jaime, Thanks for your appreciation and support.

Michael
Manager, Nova Zelândia
Redação e edição de texto, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

3.5 painful years

2,0 há 3 anos

Comentários: 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.

Vantagens:

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

Desvantagens:

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

Jim
Director, Austrália
Publicidade e marketing, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Absolute rubbish

1,0 há 6 anos

Vantagens:

The idea is great, the ability to have all this functionality in one package. There is not much else I can say about Agile.

Desvantagens:

Basic functionality which is paramount on any CRM is useless. 30% of the email you send does not reach the recipient. I have contacted Agile 6 times about the same issue from support to top level management, and got zero response other than acknowledgement that this is serious and they would get back to me. Problem has been going for months. Most of the functions are half complete, they are there but don't actually do anything, they have been purely added to say that they have the functionality however it serves no purpose. My advise is don't get sucked into wasting your time and energy on this product as you will be very disappointed. Pay the extra money and get something that actually works. If you cant afford to do that, look at multiple applications that can offer the same service when combined. Just stay away from this thing.

Resposta do Agile CRM

há 6 anos

Hi Jim! We are sorry to hear about the inconvenience caused. Email delivery is a complicated concept which involves bounces, bulking, ISP feedback loops, email content and spam issues. Typically, the emails should land in junk/spam folders when your customers do not see them in the Inbox. We provide multiple options to deliver emails sent through Agile CRM. You can configure the Outbound email by providing the SMTP details. If you are using Gmail, just provide the login details. Now, what about the high volume of emails? Not to worry, we provide integration with popular email gateway providers like Sendgrid, Amazon SES, Mailgun. Just setup the email gateway by supplying any of the above account details and all your emails from Agile CRM will be routed through your own gateway account. This ensures you have better access to the email delivery stats and independent from from other users. Our friendly Support team is always available at [email protected].

Esther
Credit Coach Administrator, EUA
Serviços financeiros, 2–10 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

we have work or differences

3,0 há 6 anos

Comentários: 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

Vantagens:

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.

Desvantagens:

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

Resposta do Agile CRM

há 6 anos

Hi Esther, thank you for taking your time to review us again. We are glad that your past experience was positive and happy to see that your confidence in the product and support is restored. Agile CRM is a versatile product loaded with features and is designed after surveying various businesses on many parameters like size, business workflow, number of product pipelines. We have the monthly plans and you can always switch to any plan of your choice. Our pricing plans are designed to keep the product affordable to all the small and medium businesses without losing all the core capabilities of the product. We try to be fair with all our customers and to protect this, any exceptions are not encouraged. Our efforts are always to make an easy to use product and a friendly service. Agile CRM is the bottom band in pricing and upper band in features. We request you to write to [email protected] and our friendly support team will provide the best resolution.

David
David
Managing Partner, EUA
Usuário do LinkedIn Verificado
Produção audivisual
Usou o software para: 6 a 12 meses
Fonte da avaliação

The CRM that packs a punch and delivers the lead every time deserves some of the spotlight.

5,0 há 6 anos

Vantagens:

Agile is a diamond in the rough so to speak. It feels like the tech world is a giant popularity contest and the few formed a club and left some of the better players out. Agile may not be listed alongside the trendy inner circle but good for them they stand in a place of their own and the customer is made better for it. When I found Agile I was enticed by their Free plan- not trial but free plan with a good amount of flexibility for a startup to fully integrate the CRM for zero out of pocket. The product will scale with your growth and they have several paid levels so as you step up your monthly plan will step up with you and not kill your cash flow. I really appreciate the email automation and landing page builder inside the CRM. The landing page function is easy to use and makes quick customized landing pages. The other CRM systems are priced much higher and offer similar functionality to Agile and Agile is a fraction of the cost. Now, as with any CRM the learning curve may be high and indeed this was the case for my use of Agile.

Desvantagens:

Agile is not an easy product to just pick up and go. It will require some basic knowledge and a willingness to learn the program. The great news is that Agile offers webinar trainings and onboarding at no extra cost as well as they host a huge assortment of training modules and videos.

Lee
Managing Partner, EUA
Software, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Used to be Good - Now nothing more than a scam

1,0 há 2 anos

Comentários: Used to use heavily (20,000+ contacts) but it'd become such a broken product I wouldn't recommend it to even the smallest of users. It has no reliability at this point.

Vantagens:

Agile CRM at one point was a great reasonably-priced solution for start-ups looking for basic contact management with some campaign management features, etc. Sadly, the Pros are long-gone and Agile CRM is nothing more than a scam today with most of the add-on features, as well as basic things like email, hardly ever working.

Desvantagens:

Campaign sending has been flaky for at least 8 months with emails consistently not being sent, no logs tracking info, and a customer service team that always responds "their back-end team will be taking a look at it". As these issues go on for weeks they still bill out the $79 / month enterprise fee per user plus add-on email costs without rectifying the issue. It's gotten so bad that at times users can't even reset their own password because AgileCRM's PW emails won't even send. They blame this on an internal API Key issue - again been weeks on something as simple as resetting your password. This is a total waste of a product at this point.

Ken
Ken
CEO, EUA
Usuário do LinkedIn Verificado
Serviços e tecnologia da informação, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação
Fonte: GetApp

Feature rich, easy to use application that combines Sales Management & Marketing Automation.

5,0 há 7 anos

Comentários: We were looking for a solution that allows us to work out of a single system for both, marketing automation and sales management. We wanted to make sure that we don't have to piece that combination together using plugins and add-ons but wanted a natively integrated solution. We tried many CRM's and ultimately ended up with agile CRM and have been happy users since. As your confidence in the tool grows, you will be surprised how much it can handle and how configurable it is without becoming a too complex. The support staff has also been world class. Our requirements have always been tended to promptly. Last but not least, it is incredibly well priced, easily 50%-75% cheaper than other, comparable vendors.

Vantagens:

- integrates sales management and marketing automation natively - easy to use - feature rich with a lot of add-ons - very well priced - great support team

Desvantagens:

- Small wish that I have: we have users that would be support users only, while others are sales users only. Would be nice if we could separate license fees on a role basis. But then the overall price we have to pay is still very low so that it really isn't a big issue for us.

Simon James
Free Business Coaching, Itália
Serviços e tecnologia da informação, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Great Software for Small Business and growing ones if you Compare Marketing Automation Software

5,0 há 6 anos

Vantagens:

This software lives up to everything we expect in a CRM and Automation software which we have outlined here: http://www.lmnt.com.au/business-advice/compare-marketing-automation-software - there are only a handful of softwares that can do EVERYTHING and this is one of them. If you are looking for a small business software to run your company for you then THIS IS IT. I am a business coach and I can tell you that if you want to take your business to the next level using technology then this is a great place to start. Good luck.

Desvantagens:

They are a young company with lots of room to grow AND THEY ARE IMPROVING everyday so whatever they don't have now they will surely have by tomorrow!! It is like every time we say "I wish agile had that" a month later they have it. This is an action packed software with lots of flexibility with other apps too so if it can't do something you can connect it with another APP very quickly.

Avaliador Verificado
Usuário do LinkedIn Verificado
Editoras, 11–50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

It shortened our response time

4,0 há 2 anos

Vantagens:

The Automatic Call Distribution helped us make our response time as short as 5 minutes which made our customers happy and reduced the chrun.

Desvantagens:

It didn't came with Call Tracking, Call List Management and Batch Processing.

Avaliador Verificado
Usuário do LinkedIn Verificado
Internet, 201–500 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação
Fonte: GetApp

Easy to use CRM for mid -range businesses

5,0 há 6 anos

Comentários: 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.

Vantagens:

- 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

Desvantagens:

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