What do you like best about Agile CRM?
We used Agile CRM primarily for email marketing. Email marketing automations are very flexible. Flowchart oriented automations are easy to design. We found this capability to be significantly better than most of the email marketing tools we researched, including small business market leaders Constant Contact and MailChimp. This was the main reason we chose AgileCRM.
Contact management was very good...again, better than Constant Contact or MailChimp. It was easy to work with contacts and to sort and filter them in different ways.
API was flexible and able to do all we needed to integrate with our user management system. Review collected by and hosted on G2.com.
What do you dislike about Agile CRM?
Email campaigns were not reliable. Too many instances of campaigns that we determined had not been sent as expected, only to hear from support "Oh, that was our fault, it got bogged down in our server." We could not count on the campaigns just working all the time.
Support was only helpful at a superficial level. We could get help on some small problems, but on other problems, we would get replies like "We have forwarded this to our executives and will be back in touch." But they would not get back in touch. Support didn't always seem to understand or even thoroughly read our requests. If a support request asked 4 questions, only 1 would be answered.
Some features just didn't work in the ways you would hope or expect. For example, in an email drip campaign, there was no way to find out open rates on individual emails, only open rates on the campaign as a whole (if any email was opened, but not which ones).
Reporting was very limited. For example, you could not get any cross campaign reporting on contacts who had unsubscribed like "Give me a list of all contacts who have unsubscribed with the list of campaigns they have unsubscribed from". In looking at contact detail, you could not see which campaigns they had unsubscribed from. Reporting of other kinds was often frustrating and limited.
Email templates that were supposed to be responsive were only sort of responsive. We had lots of issues with emails that didn't look right on different browsers and devices. These are issues that we don't have with MailChimp (which we switched to). Also, designing emails was fairly cumbersome and frustrating. You have to choose Save in 2 to 3 places to actually get an email and a campaign to save. It was easy to lose your work if you weren't careful.
The user interface for campaign management was messy and didn't work as expected. It was very easy to wipe out all the data associated with a campaign if you tried to make a copy of a campaign. Several times, the process to make a copy and then save it wiped out the original campaign losing months of data that could not be recovered. Even after working with AgileCRM for 2 years, it was too easy to wipe things out by mistake and never be completely sure why it had happened. Review collected by and hosted on G2.com.