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AgileCRM Review

Last updated: January 2, 2021

Freshsales-review

Mike Markus
He is a CRM software enthusiast/analyst and the co-founder of CRMAdvice.org. He studied MC-IT Course from Melbourne University.

AgileCRM offers complete sales enablement and marketing automation.

AgileCRM claims to offer a suite of out-of-the-box features such as gamification and integrations designed to support the entire customer lifecycle for small and medium businesses.

AgileCRM-first-page

AgileCRM is rated 8,0 out of 10 on CRMAdvice.org

On their homepage they even say that when using their customer relationship management (CRM) you can sell & market like the Fortune 500.

I tested and analyzed every possible feature to see whether this really is an all-in-one CRM.

From its marketing automation and landing page builder to its tag-based segmentation and crazy amount of native integrations you’ll find everything you need to know about AgileCRM in this full review.

But are there any drawbacks? Yes, I found a couple of areas where AgileCRM fell short.

Let’s see.

AGILE CRM Overview

AgileCRM Pros:

1. Marketing Automation
2. Landing Page Builder
3. Gamify Your Sales Process
4. Managing Contacts
5. Customer Behavior Analytics
6. Tag-based Segmentation
7. Useful Task Management System
8. Lots of Native Integrations

AgileCRM Cons:

1. The Reports (their weakest feature)
2. Their Free Version

AgileCRM Pricing
Do I Recommend using AgileCRM?
Conclusion

NEW USER EXPERIENCE: Easy platform to set up (more below this table)
USABILITY: Easy to use and modify. User interface is easy and the training they provide is fabulous
CAMPAIGN BUILDER: It’s a Swiss Army knife solution type feature – simply great
MARKETING AUTOMATION: It has it all from e-mail campaigns through website triggers to push notifications. You can mindmap your workflow
EMAIL CONNECTION: AgileCRM syncs with any email provider out there
EMAIL TEMPLATES: Don’t have too many email templates, but for me it’s fine. The ones they have are good
COMMUNITY: There’s just a Facebook page
REPORTS: Their weakest feature (more in Con #1)
SUPPORT: 24/5 solid reliable support both by email and phone
MONTHLY RATES: $9.99-$64.99 per user per month (billed annually);
monthly starts from $14.99
TRIAL: 14-day free trial
OFFICIAL WEBSITE: www.AgileCRM.com

New user experience: *** I have been training a lot of people on Agile, and it never took more than half a day to get them fully up to speed (AgileCRM guys, if you read this, make more training videos on how to correctly configure the automation tools, as I think this has been the most difficult to understand for new users.)

AgileCRM Pros

1. Marketing Automation

New to marketing automation? This software allows you to optimize customer relationships and general efficiency. It allows you to run multiple campaigns more successfully and time efficiently. It helps you to connect with each and every customer in a highly personalized way.

AgileCRM multistep marketing automation allows you to reach potential leads right from the beginning of their interaction and keep track of their individual digital behavior to gain highly actionable insights.

Their automated drag-and-drop designer lets you build multistep marketing campaigns in minutes.

AgileCRM-campaigns-workflow

You can set everything up in your own way.

For example, with autoresponder you can set up all your email responses and followup messages based on time and the actions of your contacts.

Autoresponder

To keep customers engaged and informed you can send them periodic newsletters.

Newsletters

To see which emails perform the best (have the highest open and click-through rates) AgileCMR shows you daily email reports and who opens emails and clicks on links.

AgileCRM-email-report

You can go even as far as multichannel campaigns to engage with your leads in all places from email, SMS through social media, videos, websites to different landing pages and even tweets on Twitter.

2. Landing Page Builder

Studies have shown that marketers capture leads at a much higher rate by sending potential leads to dedicated landing pages.

Without a third-party integration you can create beautiful landing pages from your AgileCRM within minutes.

They give you high-converting templates for your unique business needs. (I’ve tested those templates – conversions were high!)

Landing-page-templates

You’ll get a drag-and-drop designer so that you can be a highly skilled web designer without knowing how to write code, changing the look of your landing page with just a few clicks.

AgileCRM-drag-and-drop-landing-page

Next, you can add web forms to capturing leads for your email list, build dropdown menus, file upload fields, multiple-choice questions, and more.

Web-forms

Finally, you can be sure that AgileCRM’s landing pages will display correctly no matter what type of device (desktop, mobile, tablet, laptop) your leads use.

3. Gamify Your Sales Process

New to gamification? It’s the process of taking something – like a software application or online community – and adding games or gamelike elements to encourage participation and engagement.

Let me show you how AgileCRM’s gamification feature works.

You can set up a competition among your sales team to deliver results such as calls made, deals won, revenue generated, and more.

Revenue-and-deals

Salespeople are outgoing, energetic, competitive, and driven by new challenges.

They are always looking for ways to get better and beat others.

Gamification will encourage open mentoring, information sharing, and coaching, as the bottom guys always want to learn from the top producers.

Seeing how each sales rep is performing with leaderboard stats, reports, and data updated in real time will motivate them to take more action.

Leaderboard-stats

4. Managing Contacts

Your customers come back when they feel a special connection with your company. If your business has a strong community connection and profile, you will have people supporting you over your competitors. (via @AmandaGore)

With AgileCRM all your contacts are in one place: your customers and leads’ interests, behaviors, and interactions with your brand, and more.

Actionable data updates in real time so that the information is up to date.

What I like about the Agile CRM contact management feature is its simplicity.

AgileCRM-contact-management

Your whole team gets access to detailed contact profiles where you can better interact with your contacts and leads over the long term.

AgileCRM-contact-profile

You have a complete view of everything:

  • customers’ contact information
  • social media information
  • interests
  • lead scores
  • notes
  • related tasks
  • and points of engagement.

Every single interaction with a contact is tracked and updated in real time for all your users to see.

AgileCRM’s automatic email sync includes Gmail, Office 365, and Microsoft Exchange, or any other IMAP email service provider from Yahoo Mail through ProtonMail to Zoho.

Note: AgileCRM allows you to sync up to three* email accounts.

The contact timeline displays all the activity for a contact over time.

You can see exchanged emails, social updates, content views, and more.

Activity-timeline

Even though you haven’t spoken to a lead for years, all the previous interactions will be there and you know exactly what was going on two years ago.

5. Customer Behavior Analytics

I know users who don’t use this feature, but if you think about it, you can have all the information about your customers’ behavior and overview of how your website is performing.

Let me show you.

Deep analysis is done for any of your individual contacts:

  • Know the pages they were interested in
  • Time they spent on each page
  • Their geographical location
  • And buying preferences

Website-visits-and-duration

Why is this information important?

Having all these insights you can create targeted content that speaks to their interests, or even go as deep as create carefully tailored offers around their interests.

Lastly, referral URL reporting shows you where this customer came from so that you can generate more web traffic through these pages by improving the conversion rates.

AgileCRM-referring-URL

6. Tag-based Segmentation

More than half of the CRM users (there are hundreds I’ve spoken to) don’t really realize the importance of the tag feature. They believe that CRM is all about basic contact management, lead management, sales pipelines, reports, and easy to use user interfaces…

Yes, they are important, don’t get me wrong.

But using tags – and doing it correctly – plays a significant role in managing and segregating your data.

The AgileCRM tags feature helps to segment your contacts (even groups) and trigger necessary actions, which take place instantly.

They provide you predefined tags, but you can create your own ones too.

For example, you can create tags based on:

Specific demographic (American/America, UK, Asia), or behavioral attributes such as industry (mining, clothing, food services), location, company size (15-35 employees), or job title (web developer, head nurse, horse trainer).

AgileCRM-tag

It’s totally up to you and depends on your business.

Want to add multiple tags to an individual contact? No problem at all. You can add as many as you want.

Planning a new email campaign? The tag feature helps you identify and segment a target audience for your campaign.

Tags make filtering specific contact and groups easy and helpful.

7. Useful Task Management System

I like how AgileCRM’s task feature allows to create/manage/complete tasks very efficiently.

You will have it all visually in one place by adding notes to tasks to keep everything updated and managing different specialized tasks.

Task-management

The drag-and-drop tool makes it easy to move tasks between sections.

Agile-drag-and-drop-feature

Having an overview of your team members’ and your tasks might get confusing for you as a sales manager. You can sort and manage your personal tasks with one click.

View-your-tasks

Prioritizing, checking, and monitoring the status of tasks assigned to you helps you complete them at the right time.

8. Lots of Native Integrations

The possibility of integrating AgileCRM with the big boys (popular software) is fairly good and you can be sure that all the modules are integrated: Sales, Marketing, eCommerce, Billing, and Support.

It comes with lots of web-based (SaaS) apps such as Facebook, LinkedIn, Skype, Xero, Stripe, GSuite, Shopify, FreshBooks, and many others.

Integration with Zapier lets you integrate with 2,000+ other web apps.

AgileCRM-Zapier-integration

If you want to provide a superior level of personalization by making, recording, or automating calls from the CRM, their advanced telephony integration is one of the best in the industry.

I’ve said it many times, but I really like how flawlessly it integrates with Gmail. You can quickly add any contact information from Gmail to AgileCRM.

Note: If you have a team of programmers in your company, they have a nice API for customized solutions.

AgileCRM Cons

1. The Reports (their weakest feature)

As with the other features, AgileCRM has set my standards higher and higher – I would like better reporting.

AgileCRM-reporting

This is completely based on my experience and opinion, but reporting and its customization is the weakest part of the platform.

If it’s not an already built report, then it’s quite complicated to build a report you need.

For example, I wasn’t able to pull a report which would tell me how many deals over the last week are tagged with a specific tag. The dates get reset on each switching between campaigns.

None of the AgileCRM reports are clickable, and if you are looking at a report of deals for a specific day, you cannot click into the report to see each deal. You only see the number of deals by each rep, but not who it was or how much the deal was sold for.

Reports are not interactive – there is no display of information or any kind of dropdown menu, which makes the experience flat.

The AgileCRM reports feature is limited.

Overall, if you usr the built reports, you can be effective, and you can have nice visual reports for mail campaigns, newsletters, phone calls, and more. However, customization of the reports must be improved.

2. Their Free Version

Yes, you start by taking advantage of their free version, which they promote as hard as they can.

The AgileCRM free version is definitely useful for someone who is starting with enough features to get going.

AgileCRM-free-plan

The idea behind that is to get all those tiny businesses to use their free version (for 10 users), where you’re allowed to have up to 1,000 contacts.

I totally get it – the goal is to get you to upgrade the plan since you have more than 1,000 contacts/companies on your list.

On the down side, the free version is limited and you don’t have the 2-way email integration, email reports, and most other integration options other than Google, Stripe, Shopify, and Evernote.

At the end of the day, using a CRM is an investment which gives you all the invaluable data about your present and future customers so that you could sell them more of your products and services.

Important: If you don’t use the paid version you’re missing out on their knowledgebase and many support options that are not available in the free version, including phone support, which is one of their biggest strengths.

Phone-support

The Starter or Regular plan is the way to get started with AgileCRM and get a proper overview of its features.

Use the 14-day free trial to get started

AgileCRM Pricing

I say that AgileCRM is a bit more expensive than some competitors, but they offer one-year and two-year plans. (20% and 40% off).

The free version is for up to 10 users, which is a great solution for tiny businesses and startups (Only if you have less than 1,000 contacts/companies on your list).

AgileCRM-pricing-infographic

Their Starter plan is $8.99/user/month when you sign up for two years ($9.99/user/month when you pay for one year upfront, and $14.99/user/month when you sign up for a month).

The Regular plan is $29.99/user/month for two years ($39.99/user/month for one year and $49.99/user/month when paying monthly).

Lastly, the Enterprise plan is $47.99/user/month for two years ($64.99/user/month for one year and $79.99/user/month for one month).

Do I Recommend Using AgileCRM?

Yes, I do.

Yes

AgileCRM is known for being one of the best tools for small to medium businesses and freelancers who require sales, marketing, and sales automation.

But there are many other great CRMs out there too.

HubSpot CRM, Zoho CRM, and only sales-focused Pipedrive CRM are AgileCRM’s fiercest competitors, and each tool offers something slightly different, whether it be an extra feature or even more professional customer support.

When AgileCRM’s free version is helpful for very small businesses and startups.

AgileCRM still is super affordable for the amount of tools, features, and applications it includes.

The price starts at $8.99/user/month for two years of the Starter version. ($9.99/user/month when paying for one year upfront and $14.99/user/month when signing up for a month.) add link

However, when you try to add more users, contacts, or campaigns, the price will go up.

Agile’s Starter package limits your marketing automation campaigns to 5, with 10 nodes (steps) on each.

The Regular plan ($29.99/user/month) gives you 10 campaigns with 25 nodes (steps) each, which is a bit more expensive, but much better.

Conclusion

Simply put, the best value for your money.

It’s easy to see why AgileCRM is widely used in small and medium businesses.

If you want to use a really good CRM with marketing automation that has features similar to Salesforce, Infusionsoft (now Keap), and Ontraport but don’t want to pay $300-400 per month, then AgileCRM is for you.

AgileCRM has flaws. In some cases the customer support area should be improved, but I’m sure AgileCRM has already taken steps to take it to the top level.

Overall, getting started with AgileCRM may take a bit longer to learn (that is the case with most CRMs), but they really have very good learning materials.

Again, what I can say is that their prices are very affordable owing to how many complex yet easy to use features this CRM offers.

Get started with AgileCRM now

Our CRM Software Review Process:

  1. Using Each CRM Software for 5+ Years.
  2. Ran Businesses With All of Them.
  3. Attended their Events.
  4. Tested for Consulting Industry,
  5. Business or Life Coaching,
  6. Authors,
  7. Blogging,
  8. E-commerce,
  9. B2b Marketing & Sales,
  10. Offline Business,
  11. And for Pipeline Based Sales Model Business.
  12. Compared Usability, Cost & Value.