Marg Agile CRM

The CRM part is OK if you want a very basic tool to store your leads, and do not require a lot of customization. You can easily add custom fields, but the interface is basic so I wouldn't recommend it from a visual perspective.

For the CRM portion, the information is stored in tabs. So if you want to look at a contact record, you can tab to see their info, then tab to see their web activity, then tab to see their campaigns - it does not live on one page.

The email automation and emailing are a nightmare. You can't put an unsubscribe link in an email template - you have to add the field to each email you send, both one off and in a campaign. In text versions of the email, you can not add links. You also cannot set account wide lead scoring for things like demographic data - you have to add that to every campaign, and a demographic node counts as one, and then the score node counts as one - campaigns are limited by the amount of nodes, so you can pretty much set up one or two emails in a single campaign before you have to transfer them to a new campaign. Also, once the campaign is running, you cannot make any changes to the email. If you have a link to a page that changes, you cannot update that link in a running campaign, and you can't see how many contacts are at varying stages of the campaign.

Agile CRM consistently lost a lot of data - campaigns would save, and I would log out, only to return an hour later and have pieces have saved. Support could only respond that I should be capturing screen recordings (which I did and then could only say that it must be frustrating that it kept losing my work.

I would seriously consider your business needs - the pricing for the Enterprise level of membership is highly comparable to more robust solutions like Salesforce.com without any of the limitations and bugs Agile is facing.

Organizing business contacts and leads. I didn't realize any benefits.

I think the price as it was very cheap but even if it was cheap I just wasted money as they didn't refund as after complaining and them not fixing our issues well.

Our company used AgileCRM before and also recommended this to our client. However, upon using it, it doesn't really live up to what it promised to do. Specifically with Email Marketing, all the emails we are sending to our clients are going to Junk/Spam Folder, we've done several tests and change the content of our letters but still it all went to Spam. The representatives promised us on the call that the emails will go straight to the Inbox but it didn't. Also for our clients side, the emails from Office365 doesn't sync properly well, it took 3 months and still they weren't able to solve this issue. We had to cancel our subscriptions.

Unless they change the way they handle customer support and the product itself in a good way then I should say go and try it, but if it's still the same worse service then dont waste your time using and signing up for it. They refused to refund us as well.

Marketing/Email newsletters. No benefits

Clean User Interface. It is relatively easy to get up to speed with Agile and that was our main attraction. Entry level pricing is also reasonable, though its sales model design is klunky and does not meet our business model needs well.

The primary reason we chose Agile as that the email workflow automation seemed easy to implement. However, the workflows proved to be completely unreliable. Some leads would receive all emails in the workflow, while others would not. The bugs are completely random. Support was slow to respond and when they did, I was advised that it was a software problem that was unique to my subscription (huh?. I was then assured that the bug was fixed, which it was not.

In another instance, and email that was sent to an entire list of MQLs was delivered to only half and totally at random.

There are many, many problems with this software. It is unreliable and unstable.

The software is unreliable. The email workflows failing to work properly have hurt our conversion rate and have cost us money and customers.

My company operates under a SaaS model. We sell financial planning software subscriptions to financial advisors and investment firms.

Nothing, Agile CRM don't allow me to use a paid plan because of My country

We are a Tunisian Based Campany, we work on agile CRM on free version from 2017. We decide with our business team to move to Paid Plan. I choose one and I proceed to payment, and system answer "Access denied" I make several attemp ... but it's the same answer ... I make a support Ticket ... and it's was a very big surprise, with a beautiful agile CRM feedback " we don't accept payment from Tunisia" and also " yes we can found a solution if you pay 02 years subscrpition". This is not fair and it's a RACISM

nothing

It was cheap and that is what triggered us to move from Hubspot Free Plan. Our needs increased and their Free Plan was no longer good enough for us.

Email Campaigns had Images broken which their Support said was a known issue and we need to live with.

They didn't permit me to import Contacts without Emails - we had quiet a few of them where we know the individual who had reached out to us on an event or through direct phone but the CRM only permitted adding a contact with valid email which in some cases we did not have.

Additionally, when I tried to cancel all it allows is to pause billing for 2 months and contact Support. No simple cancellation

Do NOT waste your time with this Poorly made product

We wanted a single solution for CRM, integrating with new leads from Facebook and Website Landing Page, as well as sending Email campaigns to subscribers.

After the awful experience we moved back to Free HubSpot and Drip Email Automation. We used Zapier to do integration between the two and it works like a charm.