Agile CRM Review

Agile CRM review, Complete test: Customer reviews, Features, Prices …

A complete and free commercial CRM for 10 users up to 1000 contacts does it exist? Well with Agile CRM review, yes! The best is what it is not despite the features, the tool is very complete: lead scoring, sales automation, sales gamification,… impressive

The problem is that given the number of modules and the UX that can be improved, the handling is a bit complicated (especially if you are new to it). But at this price, especially for very small businesses, it’s worth a try!

In this article, we review all of the Agile CRM features, prices and compile the main feedback from its users.

Agile CRM Review

1. Contact management on Agile CRM

Managing contacts on Agile is quite intuitive. The tool allows you to import your contacts from different sources:

  • CSV files
  • From Salesforce
  • From other tools: Google, Stripe, Shopify, Quickbooks, and Freshbooks.

Once your contacts have been imported, Agile CRM allows you to optimize the organization of your contacts by using the filters located in the right column, the following elements are particularly useful:

  • Tags: Labels to personalize as customers, prospects, or partners for example.
  • Score: Sort your leads according to their score, as part of your lead scoring strategy.
  • Automation Status: Sort your contacts according to their progress within your marketing automation workflows.
  • Owner: Find leads assigned to a specific salesperson.

These filters allow you to quickly navigate through your customer database and gain efficiency when you need to take action on a particular contact group.

Beyond the organization of contacts, the tool allows you to enrich the detailed file of each contact according to the interactions with the prospect. The visual timeline is interesting insofar as it allows you to have a global vision of the evolution of the lead and the actions carried out by your sales team.

2. The sales funnel on Agile CRM

Opportunity management

Agile CRM offers a sales pipeline that is once again quite visual and pleasant to follow. The Kanban view allows you to drag and drop your leads in the appropriate column according to its evolution in your sales funnel.

By moving the cursor on the “title” (eg: “Prospect”) of each column you will obtain the total value of the deals as well as the average value of the deals of the column in question.

A small drawback to note, these columns have fixed names like New, Prospect, Proposal, Won, and Lost. These titles cannot be changed and the column sizes cannot be reduced or increased for personalization purposes.

Another interesting feature to strengthen your business processes and save your sales teams time: automation. Usually used by marketing teams, they are useful insofar as they allow you to trigger scenarios according to the evolution of the status of your leads.

In the example above, when the deal is created, the scenario is triggered and an email is sent automatically. By automatically including your prospects in lead nurturing processes to feed them with suitable content, including on social networks, you facilitate the work of your sales team and increase your sales performance.

“Sales Gamification”

A less common feature offered by Agile CRM: Sales gamification. This concept aims to establish (healthy) competition within your sales team by comparing the performance of each salesperson, the contracts won, the calls made, or the income generated.

Users can view the personalized leaderboard to monitor their real-time performance against their colleagues. The idea is to generate positive emulation that pulls the whole team-up.

3. Ease of use & installation

Creating an account with Agile CRM is simple and free. You are up and running in minutes and an onboarding video shows you all the key features when you start. The navigation is quite simple: you navigate between the different tabs via the vertical ribbon on the left.

Navigating and accessing basic features is pretty easy. On the other hand, for the more advanced functionalities, Agile CRM does not make our task easier: there is a lack of indications and the UX is a little dated, which does not make it easier to get started with the tool.

Some elements, like the onboarding video from 2015 and the workflow editor, are a bit old school, but they have the merit of working.

The small flat also on the translation of the various modules.

4. Agile CRM integrations

Agile CRM offers plug-ins to integrate its tool with the main software solutions on the market:

  • Forms and landing pages: Gravity form, Unbounce, Leadpages, …
  • CMS: WordPress, Joomla, Drupal, …
  • Ecommerce: Shopify, Woocommerce, Magento, …
  • Billing: Quickbooks, Stripe, Braintree, …
  • Support: Zendesk, Clickdesk, HelpScout, …
  • Social networks: Facebook, Twitter, LinkedIn, Google Plus,…

5. Customer’s Agile CRM review

Overall, feedback from Agile CRM reviews users is correct with:

  • 4.2 / 5 on Capterra (398 reviews)
  • 4.1 / 5 on G2 (278 reviews)

Advantages & Disadvantages noted by users

  • The price: “… the price is unbeatable. I mean really, you can use this platform for free up to 50,000 contacts. It’s pretty amazing. ”; “It’s almost an all-in-one product but at a much more affordable price”
  • Functional depth: “I am also REALLY impressed with the tracking aspect…”; “I was originally looking for a marketing automation tool for myself, but most are incredibly expensive. I decided to give it a try and after a brief period of learning, I fell in love with it. ”
  • Integrations: “… it integrates perfectly with everything I need!”; “Its greatest strength is the ease of use and integration with multiple tools.”; “Today, the tool is integrated with Bria and Skype, as well as LinkedIn and Facebook. Everything in one place, it’s the most convenient CRM platform! ”
  • Getting started: “This software may seem a little intimidating to me at first. It takes a bit of getting used to if you’ve never used CRM before. ”; “More resources on their site would allow us to use the features more efficiently”; “It’s a bit complex for new users.”
  • Customer Service: ”I’m pretty sure the CEO is their only customer service rep. Every time I had a problem with the platform, the same man picked up the phone ”; “The support was only helpful on a superficial level.”
  • UX: “sometimes it can be a bit difficult to find what you need”; “The user interface for campaign management was messy and did not work as expected”

Read more: Intercom: The leader in conversational marketing

6. Agile CRM prices

In terms of prices, Agile CRM offers 4 formulas (they include Marketing and Support functionalities but we are only interested in the Sales part here):

  • Free – We insist a little because it is quite rare (even very) for a free version to allow a tool to be used at this point. Here you can go up to 1000 contacts and up to 10 internal users! From a functional point of view, you can use the sales pipeline that we have described as well as lead scoring. Ideal to start if you are a small structure.
  • Starter – For $ 8.99 / user / month up to 10,000 contacts and full email integration!
  • Regular – For $ 29.99 / user/month, up to 50,000 contacts as well as access to the opportunity tracking and analysis tool.
  • Enterprise – Starting at $ 47.99 / user/month, for an unlimited number of contacts and access to all features.

 

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