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In this review, we take a look at the benefits and potential pitfalls of using an agile CRM.
The “agile crm pros and cons” is a review of the agile CRM system. This software has been around for quite some time and it has changed a lot since its release. The software is still growing in popularity, but there are many things to consider before you decide to use this software.
Agile CRM is a customer relationship management (CRM) platform that combines sales, marketing, and customer care automation technologies into one platform. generation of leads, telephone, Management of a project, and social integrations are all included. It’s a good fit for small and medium organizations seeking for a single system to manage their sales, marketing, and Service to Customers activities.
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What We Think Agile CRM Is Good For
Agile CRM has a free subscription for up to ten people that covers sales, marketing, and customer care tools. As a result, it’s a good choice for small firms on a tight budget looking for all-in-one CRM software. It also includes Gamification capabilities for teams looking to motivate its members. Additionally, for firms and salespeople searching for an easy-to-use social CRM, its social connectors are a plus.
For Whom Agile CRM Is Beneficial
- Small organizations searching for a free all-in-one CRM might check into the following options: For small Enterprises and startups with a restricted budget and a modest amount of contacts, using a free CRM system is a fantastic place to start. Agile CRM has a free 10-user subscription that enables you to save an infinite number of transactions, tasks, and Documents. It also has integrated sales, marketing, and Tools for Service to Customers in its free tier. One of the reasons it is one of our top selections for the best free CRM software for small companies is because of these features.
- Sales teams seeking for a CRM with Gamification features that is simple to use: Agile CRM includes a user interface that is simple and easy to use. Custom leaderboards that assist promote team performance and friendly rivalry are among its features, earning it a position in our list of the top basic CRMs.
- Salespeople looking for a CRM that integrates social media: Integrations with social media platforms are a major benefit since social media is one of the most popular ways for connecting and communicating with your leads. Agile CRM connects to social media sites such as Facebook, Twitter, LinkedIn, and Google+. One of the reasons it made our list of the top social CRM systems is because of this.
For Whom Agile CRM Isn’t a Good Fit
- Companies seeking for a white label CRM: White label CRMs allow users to rebrand software and resell it or bundle it with additional services. Agile CRM does have a partner program, however it does not include white labeling. Check out our top selections for the best white label CRM systems if you’re searching for a white label solution.
- Healthcare organizations: To maintain patient data protection, CRM systems for healthcare businesses must comply with the Health Insurance Portability and Accountability Act of 1996 (HIPAA). If your business is in the healthcare field, you should check out our list of the top HIPAA-compliant CRMs, since Agile CRM presently does not meet this standard.
- Accountants and bookkeepers that need automatic billing tools that are built-in: Billing tools in CRM systems assist expedite the invoicing process and maintain track of each customer’s bills. Agile CRM, on the other hand, is missing these characteristics. If you need built-in billing tools, check out our top selections for the best CRM systems for accountants.
Overview of Agile CRM
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CRM Pricing that is Flexible
CRM Pricing that is Flexible is comprised of a free plan for 10 users and three paid plans that range from $9.99 to $64.99 per user, per month, billed annually. One of the main differences between the plans includes the limits to the number of contacts, campaign workflows, automations, and integrations. Each tier also provides different levels of access to advanced features such as two-way Telephony, social monitoring, CRM reports, and phone support.
CRM Pricing that is Flexible and plan features at a glance:
For additional information on each of Agile CRM’s plans, choose one of the choices below:
Free
Custom data fields, scoring in the lead, Scheduling appointments, custom deal milestones, and email monitoring are all included in the Free plan. It also accommodates an infinite amount of transactions, tasks, and Documents. Email campaigns, online engagement, Analytics at the Contact Level, constructor of forms, web-to-lead forms, email templates builder, and landing page builder are among its marketing features.
Service to Customers services such as a help desk, prepared replies, and service reports are included in the base package. The fact that you can only establish 1,000 contacts, one campaign process, and one automation rule is one of the tier’s drawbacks. Aside from that, you can only use one app to link your CRM and produce basic reports.
Starter
Additional capabilities such as two-way email connection, marketing automation, social monitoring, and a Base of knowledge are available with the Starter package. You may also create email and team reports, as well as connect your CRM to three additional applications.
Regular
You have access to more sophisticated sales capabilities like bespoke deal tracks and two-way Telephony when you upgrade to the Regular subscription. Starting a Marketing on the go campaign (BYOC) for $2 per 1,000 SMS is also an option. You can combine your CRM with more than 50 different applications starting with this tier.
Enterprise
Your sales CRM capabilities on the Enterprise package include post-Automated phone calls, call recording, and automated voicemails. You can also create an infinite amount of contacts, campaign processes, and automation rules using it. You may also employ the services of a professional account manager and onboarding coach, as well as control your CRM users’ access settings.
The following marketing add-ons are also available via Agile CRM:
- Analytics at the Contact Level
- Free up to $10,000
- $50 for the next 50,000.
- $150 for the next 500,000.
- $249 for the next million.
- Emails
- Free up to $5,000
- .04 cents per email up to 100,000
- .03 cents each email for the next million.
- .02 cents per email if you BYOC (Bring Your Own Carrier).
- Twilio/Plivo Marketing on the go: $2 per 1,000 texts
Features of Agile CRM
Agile CRM comes with tools to help you automate sales, marketing, and customer care activities. You can make, receive, record, and automate calls with the built-in Telephony. It also features Gamification elements to enable your team compete in a nice manner. Furthermore, its social connection allows you to track brand discussions in order to gauge client attitude toward your company.
Tools for Selling
- Management of contacts and deals
- Calendar
- Documents
- Telephony
- scoring in the lead
- Scheduling appointments
- Gamification
- Management of a project
- Prospector in charge
- Email Locator
Agile CRM’s sales automation tools create new tasks automatically for your team. You can automate appointment settings, Telephony, scoring in the lead, and follow-up emails. It provides a comprehensive view of your contacts, including their conversations, call notes, social presence, web activity, and buyer’s journey. It also has a sales leaderboard that you can use to gamify your sales process and drive your team’s performance through friendly competition.
Marketing Instruments
- Marketing through email
- Newsletters
- Video emails with your name on them
- Tracking of emails
- Website creator
- Landing pages are a kind of web page that is used
- generation of leads
- constructor of forms
- Listening in on social media
- Marketing on the go
Use Agile CRM’s marketing automation tools to build automated marketing campaigns, create Landing pages are a kind of web page that is used, and capture leads. These features include web pop-ups, email Newsletters, auto-responders, and personalized campaigns. You can deliver these campaigns via mobile and social media channels. You can also automate scoring in the lead and contact segmentation based on criteria such as email opens, link clicks, web browsing activity, and custom tags.
Within the CRM, monitor social feeds, track contact activity, and connect with prospects (Source: Agile CRM)
Tools for Service to Customers
- Ticketing at the help desk
- Groups of help desks
- Agreement on service level (SLA)
- Workflows should be supported.
- Ticket evaluations
- canned retorts
- Base of knowledge
Agile CRM provides help desk automation features that help improve customer satisfaction and resolve issues faster. These include tools for ticket categorization, ticket routing, and SLA management. It has a customizable dashboard that gives you an at-a-glance view of important ticket data. You can also create canned retorts to provide customers with faster and more consistent responses to their frequently asked questions.
Telephony
- Calls made from outside the company
- Calls from the outside
- Call transcripts and archives
- Playback and recording of phone calls
- Logs of phone calls
- Reporting on phone calls
- Automated phone calls
- Caller ID is a feature that allows you to see who
- Greetings with a personal touch
- Call history in great detail
Agile CRM’s Telephony capabilities allow you to make and receive calls from your CRM dashboard. Its enhanced Caller ID is a feature that allows you to see who shows you real-time information about the caller on your dashboard. You can record calls, log calls, and add call notes to keep track of past conversations. It also offers Automated phone calls features such as call scripts, post-call tasks, call forwarding, and voicemail drops.
Telephony features and integrations in Agile CRM (Image courtesy of Agile CRM)
App for mobile devices
- Apps for Android and iOS
- CRM dashboard on the go
- Management of contacts
- Keeping track of deals
- Tasks and events
- Google Calendar synchronization
The App for mobile devices provides a dashboard that gives you an overview of your team’s sales productivity, deal management, and lead conversion rates. You can use the app to manage your contacts, track deals, and create tasks and events. The other features you can access via mobile include marketing automation, sales enablement, Telephony, help desk, web engagement, social integration, email campaigns, and Marketing on the go.
Agile CRM App for mobile devices (Source: Agile CRM)
Reporting & Analytics
- Reports made to order
- Reports are delivered on time.
- Reports on growth
- Analysis of the funnel and cohort
- Reports on campaigns
- Graphics and graphs
- Analytics at the contact level
- Analyzing web traffic
Agile CRM allows you to create Reports made to order using your set criteria and schedule reports to run automatically at a set time. Monitor your growth and marketing campaign metrics such as emails opened, unique clicks, and leads converted. Use its analytics tools to analyze customer interests and web engagement patterns, and create targeted content using these insights.
Dashboard for reporting and analytics (Source: Agile CRM)
Integrations with third-parties
- Plugins for social media
- Integration of software is encouraged.
- Integration with email
- Integration of telephony
- Gateways for email and SMS
- Plugins for billing
- Integrations with ecommerce
- Integrations with CMS (content management system)
- Landing pages and webforms are a kind of web page that is used
- Dedupely, Zapier, and WebMerge
Extend Agile CRM’s functionality by integrating it with third-party applications and websites. View contact information and use social media sites like Twitter and Facebook into your sales and marketing efforts. You can even use it to make, record, and automate calls straight from your CRM using telephony solutions like RingCentral. Billing and invoicing can be managed from your CRM thanks to integrations with Stripe, FreshBooks, and QuickBooks.
Service to Customers
Across all plans, Agile CRM provides email assistance 24 hours a day, seven days a week. Paid plan users get access to phone assistance Monday through Friday from 9:00 a.m. to 5:00 p.m. Eastern Time. A professional account representative and an onboarding coach are also available to enterprise users. You may also use its online resources, which include training seminars, blogs, infographics, setup guidelines, and case studies, among other things.
User-Friendliness
Agile CRM offers a clear, uncomplicated design that allows even non-technical users understand and navigate the fundamental menu selections. It has a lot of online tools, such blogs and seminars. However, there aren’t many publications that cover how to set up complex features and automations.
Alternatives to CRM that is Agile
Whether you’re still not sure if Agile CRM is the ideal match for your organization, here are some additional free CRM options to think about:
*Based on a yearly billing cycle. Monthly rates are also available at a little greater cost.
For your small company or startup, are you looking for the most beginner-friendly solutions? Take a look at our list of the finest basic CRMs.
What Users Have to Say About Agile CRM
We looked at Agile CRM reviews online and found the majority of its customers are happy with its User-Friendliness, feature inclusions, and availability of a free plan. They said its integrated sales, marketing, and service automation tools in a single platform eliminate the need to employ separate apps for these three functions. Other prominent capabilities they lauded are generation of leads, Website creator, and form creation.
Based on Agile CRM evaluations on these notable review sites as of this writing, it has received the following average scores:
The most recent Agile CRM reviews include complaints about lingering bugs and glitches that affect its social media and Marketing through email functions. Some users mentioned there are only a few articles in its Base of knowledge and that it is difficult to obtain customer and technical support. Others said that its interface speed is slow compared to its competitors and that it offers limited integration options.
Conclusion
Agile CRM offers sales, marketing, Service to Customers, and Management of a project tools, all in a single platform. It also offers built-in Telephony features and social integrations. Aside from that, it is easy to use, even for non-technical users. We recommend it for small to midsize businesses looking for a free or affordable all-in-one CRM solution.
To learn more about how Agile CRM may help you build your company, sign up for a free trial.
Visit Agile CRM for more information. for more information. for more information.
Zoho CRM is a popular online software that allows users to manage their business. It includes features like project management, time tracking, invoicing and accounting. Reference: zoho crm.
Frequently Asked Questions
Is agile CRM any good?
A: This is a highly contested subject and there are many different opinions. No one knows for sure because it is too new to be reviewed by experts. However, the general consensus in the community seems to lean towards yes.
Is agile CRM Hipaa compliant?
A: I am unable to answer this question.
Is CRM useful for small business?
A: Yes, because it helps with marketing and advertising. It can also be used to help figure out which customers need the most attention in order for you company to grow more effectively.
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