Overall Satisfaction with Agile CRM
Basically, Agile CRM is functioning as my company's CRM system. The customer data was getting too scattered over a lot of different systems and I was losing the overview. Probably I would need to build a real customer database with all the bells and whistles of a customized system, but I am not even sure what that would look like, so just having access to a flexible system where I can import and export contacts and tag them is a great upgrade for me, and the reason I needed a CRM system.
- Tagging clients and sending out emails to groups. It beats any e-mail server by a mile.
- Good integration with gmail so that my clients are being auto-imported whenever I send an email from my ordinary email server.
- Great simple website integration with forms, landing pages, lead behavior capturing etc. - you really get a lot of functionality for your money.
- There needs to be more flexibility in importing contacts. Currently, you can only import if you have an email and a name which obviously a lot of systems don't. It makes manipulating data by importing very difficult and the 'having to have a first name' is not even consistent with the system itself.
- The iPhone/Android app is not quite doing it for me - very hard to navigate currently.
- Ease of mind and less stress in the daily work of following up with clients and cases
- Good starting point for understanding my needs.
- I can't excuse myself by saying I don't have access to a platform that 'does that, 'because Agile CRM probably does that. (there is a ton of features)
With Agile CRM, I get the most bang for my buck, being a one-man operation. Their selling point that they offer everything you need is very sexy when the budget is limited. At the end of the day, Agile CRM offered a solution to my core business problem (which was centralizing client information) where other platforms do super sexy things, that I really did not need - and most were a lot more expensive.