"Examining Agile CRM: From Automation to Advanced Features"

Submitted

5.0
5.0
Overall User Rating

Product(s): Agile CRM

Overall Comment:"We adopted Agile CRM primarily to streamline sales and marketing oprtions within a single platform. It has helped centralize contact management, email campaigns and basic automation workflows. While it serves our needs on all levels, the platform shows advanced features as we scale production. It's best suited for small, mid or large scale businesses with straight-forward needs and budgets. "

Lessons Learned

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What do you like most about the product or service?

Agile CRM's pricing structure is competitive, especially for smaller teams. It includes a wide range of features - CRM, Email marketing, web tracking, help desk in a single system which is convenient. The campaign builder is useful for simple workflows and task management, and contact scoring is helpful for keeping the sales team organized. Cloud-based access is also a plus for remote users.

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What do you dislike most about the product or service?

Some features feel incomplete or inconsistent, and integration with third-party tools requires workarounds. Support response times vary, which can be challenging when issues affect workflow. The product is a feature-rich and affordable all-in-one platform, especially well suited for small to mid-sized businesses.

Evaluation & Contracting

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Why did you purchase this product or service?

  • Drive revenue growth
  • Cost management
  • Enhance decision making
  • Improve supplier or partner relationships
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What were the key factors that drove your decision?

  • Strong consulting partnership
  • Product roadmap and future vision
  • Strong services expertise
  • Product functionality and performance
  • Overall cost
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Which other vendors did you consider in your evaluation?

  • Centrical
  • Ambition

Integration & Deployment

Service & Support

Product Capabilities

Additional Context

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Deployment architecture

Cloud (SaaS or PaaS or IaaS)
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In which country(s) did your deployment take place?

United States