Overall Satisfaction with Agile CRM
We use Agile CRM for our own needs, and also our clients. After trialing over 6 other CRM solutions we decided that Agile had a unique blend of address book/sales pipeline and marketing automation to support a variety of departments including sales and marketing. We are also deciding if we should adopt their ticketing system to replace another product.
- Tracks all of our clients, prospects and sales pipeline
- Manages inbound leads and marketing automation
- Acts as a bulk email system for messages and e-newsletters
- UI and UX - it's improving and it's 90% a joy to use. Some things are just really clunky with multiple windows opening (newsletter campaign management is a good example).
- I have yet to see their approach to the new EU data protection regulation which would be a deal breaker and would entail us leaving them if their plans are not published soon. That said I think most tech companies are guilty of a lack of planning.
- Ticketing feels poor compared to Zend Desk and Zoho Desk.
- Very positive ROI, handles lead and event management really well.
- Keeps the whole team on the same page.
I trialed a number of other CRMs much to the disgust of my colleagues!
- Pipedrive was great but more sales focussed and heavy on Javascript so felt slow at times
- OnePageCRM was good but no sales automation when we tried it
- Highrise - wanted to love it but too basic and even though we had a free license bundled with Basecamp we didn't use it.
- Capsule was good but basic
- Salesforce was too complicated to learn
- Infusionsoft and Hubspot were too hard sell (Hubspot wanted a 1 year commitment)