Managing contacts on Agile is quite intuitive. The tool allows you to import your contacts from different sources:
- CSV files
- From Salesforce
- From other tools: Google, Stripe, Shopify, Quickbooks and Freshbooks.
Contact import with Agile CRM
Once you have imported your contacts, Agile CRM allows you to optimise the organisation of your contacts using the filters in the right hand column, the following are particularly useful:
- Tags: Labels to be personalised as customers, prospects or partners for example.
- Score: Sort your leads according to their score, as part of your lead scoring strategy.
- Automation Status: Sort your contacts according to their evolution within your marketing automation workflows.
- Owner: Search for leads attributed to a particular salesperson.
These filters allow you to quickly navigate through your customer database and gain efficiency when you need to take action on a particular contact group.
Contact management
In addition to organising contacts, the tool allows you to enrich the detailed record of each contact according to the interactions with the prospect. The visual timeline is interesting in that it provides an overall view of the lead’s evolution and the actions taken by your sales team.
Detailed contact sheet
Salesdorado’s opinion
The contact management tool proposed by Agile CRM is intuitive, the filters are very useful to organize your contacts and identify specific groups. Quite visual, the solution is pleasant to use.
Sommaire
#2 The sales funnel on Agile CRM
Opportunity management
The Agile CRM sales pipeline
Agile CRM offers a sales pipeline that is again quite visual and easy to follow. The Kanban view allows you to drag and drop your leads into the appropriate column according to its evolution in your sales funnel.
By moving the cursor over the “title” (e.g. “Prospect”) of each column you will get the total value of the cases as well as the average value of the cases in that column.
A small drawback is that these columns have fixed names such as New, Prospect, Proposal, Won and Lost. These titles cannot be changed and the size of the columns cannot be reduced or increased for customisation purposes.
Automations
Example of a workflow with Agile CRM
Another interesting feature to strengthen your sales processes and save time for your sales teams is the automation. Usually used by marketing teams, they are useful in that they allow you to trigger scenarios based on the changing status of your leads.
In the example above, when the deal is created, the script is triggered and an email is sent automatically. By automatically including your prospects in lead nurturing processes to automatically feed them with relevant content, including on social networks, you facilitate the work of your sales team and increase your sales performance.
“Sales Gamification
Compete with your salespeople
A less common feature of Agile CRM is sales gamification. This concept aims to create (healthy) competition within your sales team by comparing the performance of each salesperson, the contracts won, the calls made or the revenue generated.
Users can consult the personalised league table to check their performance in real time against their colleagues. The idea is to generate a positive emulation that pulls the whole team upwards.
Salesdorado’s opinion
Agile CRM is very complete in terms of opportunity management. The automation and “sales gamification” features are a real plus for your sales processes. On the other hand, we regret the impossibility of customising the pipeline, which is a shame!
#3 Ease of use & implementation
Creating an account with Agile CRM is easy and free. You’re up and running in minutes and an onboarding video introduces you to all the key features as you start. Navigation is fairly straightforward: you navigate between the different tabs via the vertical ribbon on the left.
Navigation and access to the basic functions are fairly easy. On the other hand, for the more advanced features, Agile CRM does not make it easy for us: there is a lack of indications and the UX is a bit dated, which does not make it easy to get used to the tool.
Some elements, like the onboarding video from 2015 and the workflow editor, are a bit old school, but they work :).
There is also a small problem with the translation of the various modules: not all the elements are translated into French, which can be a hindrance for some of your employees.
The Salesdorado opinion
Overall, Agile CRM is not the most intuitive tool on the market, but the fact that you can test the tool for free is a big advantage if you are hesitating to invest in a CRM software.
#4 Agile CRM integrations
Agile CRM offers plug-ins to integrate its tool with the main software solutions on the market:
- Forms and landing pages: Gravity form, Unbounce, Leadpages,…
- CMS: WordPress, Joomla, Drupal,…
- Ecommerce : Shopify, Woocommerce, Magento,…
- Billing: Quickbooks, Stripe, Braintree,…
- Support: Zendesk, Clickdesk, HelpScout,…
- Social networks: Facebook, Twitter, LinkedIn, Google Plus,…
Salesdorado’s opinion
The integrations with Facebook, Twitter and LinkedIn in particular are very powerful: they allow you to enrich your customer data based on the behaviour of your contacts on social networks.
#5 Customer reviews of Agile CRM
Overall, the feedback from Agile CRM users is good with :
- 4.2 / 5 on Capterra (398 reviews)
- 4.1 / 5 on G2 (278 reviews)
Advantages & Disadvantages identified by users
- Price : “…the price is unbeatable. I mean really, you can use this platform for free up to 50,000 contacts. It’s pretty amazing”; “it’s almost an all-in-one product, but at a much more affordable price”
- Functional depth: “I am also REALLY impressed with the tracking aspect…”; “I was originally looking for a marketing automation tool for myself, but most are incredibly expensive. I decided to give it a try and, after a short learning curve, I really fell in love with it.”
- Integrations: “…it integrates seamlessly with everything I need!”; “Its greatest strength is the ease of use and integration with multiple tools.”; “Today, the tool is integrated with Bria and Skype, as well as LinkedIn and Facebook. Everything in one place, it’s the most convenient CRM platform!”
- Getting started : “This software can be a bit intimidating at first. It takes a bit of getting used to if you’ve never used a CRM before”; “More resources on their site would allow us to use the features more effectively”; “It’s a bit complex for new users.”
- Customer service : “I’m pretty sure the CEO is their only customer service representative. Every time I’ve had a problem with the platform, it’s the same guy who picks up the phone”; “Support has only been helpful on a superficial level.”
- UX: “sometimes it can be a bit difficult to find what you need”; “the user interface for managing the campaign was messy and didn’t work as expected”
#6 Agile CRM Pricing
In terms of pricing, Agile CRM offers 4 packages (they include Marketing and Support features but we are only interested in the Sales part here):
- Free – We insist a little because it is quite rare (even very) that a free version allows you to exploit a tool to this extent. Here you can go up to 1,000 contacts and up to 10 internal users! From a functional point of view, you can use the sales pipeline that we have described as well as the lead scoring. Ideal to start if you are a small structure 🙂
- Starter – For $8.99 / user / month up to 10,000 contacts and full email integration!
- Regular – For $29.99 / user / month, up to 50,000 contacts and access to the opportunity tracking and analysis tool.
- Enterprise – From $47.99 / user / month, for unlimited contacts and access to all features.
Salesdorado’s opinion
The tool is powerful and to be able to run it so much for free is a blessing! It allows you not to spend money when you learn how to use it 🙂
The Salesdorado bonus
Our complete CRM software benchmark is available for download in excel format free of charge. You will also find a comparison of each tool on about thirty different features.
