Before I have started to use Agile CRM I have been through a very detailed research of the existing CRM solutions. Some of them seemed very good, but expensive, others were affordable, but were missing essential features. I needed something not too expensive, flexible, with easy implementation, not steep learning curve, offering integrations with multiple other software platforms and with good marketing tools as I am a marketing specialist.
When I first tested Agile CRM it seemed to cover all of the above – friendly interface, a lot of integrations supported, not too expensive, easy to implement in our existing ecosystem of software platforms – our own and third party solutions. Our programmers integrated it very fast into our web based telemedicine platform and it started to work from the day one. For the time being we are using the integration with Sendgrid and everything works fine.
At the moment there is nothing which I dislike too much, so that I will want to describe it here as a downside of Agile CRM.
Agile CRM is suitable for all types of companies - from small to very large, who need detailed segmentation of their users, rely heavily on e-mail communication and marketing, offer custom support and need their users history of interactions with the company, need to integrate their CRM and automated marketing solution to multiple other platforms and are concentrated on following KPIs in their marketing and customer support.
The features I use the most are the automated campaigns, which we use to measure the open rate, link clicks and also the actions following on our website. Based on the fulfillment of each step defined in the campaign we were able to segment very precisely our users with the excellent tagging system of Agile CRM, which supports unlimited options to describe and define your users. Based on this segmentation we were able later to decide how to proceed with every user based on his / her previous behavior.
The e-mail templates are quite nice and you don’t need any additional external platforms to perform professional marketing. If you are used to make your templates in Mailchimp it is very easy to transfer them here as usage of code is supported as well as custom fields.
The Web rules are also quite nice and efficient, the push notification as well.
The option to filter the users based on the tags, one has attributed to them is of great help to organize your users and the ability to export a filtered segment in csv gives you endless possibilities for further processing and data management.
The chronologic history of every user interactions with a company’s e-mail, website and support team gives real opportunity to know your users personally and offer them personalized services.
I highly recommend Agile CRM as a reliable and versatile CRM and marketing solution.