G2

Saman H.

Step up data analyst

Enterprise (> 1000 emp.)

5/19/2026

"All-in-One Customer & Task Tracking with Agile CRM"

5/5

What do you like best about Agile CRM?

What I like best about Agile CRM is that it brings customer information, communication history, tasks, and sales activity into one place. From a data analyst perspective, this makes it easier to track customer trends, review pipeline activity, and analyse follow-ups or conversion performance. I have also used it before in a project coordinator role to manage task updates, track client communication, and keep project-related follow-ups more organised. For example, it helped me monitor which clients had been contacted, which actions were still pending, and where delays were happening. Review collected by and hosted on G2.com.

What do you dislike about Agile CRM?

What I dislike about Agile CRM is that some reporting and dashboard options can feel limited when deeper analysis is needed. As a data analyst, I would like more flexibility to customise reports, combine different customer and activity fields, and export cleaner data for Excel or Power BI. From my previous project coordinator experience, I also found that tracking tasks and follow-ups was useful, but sometimes it required extra manual checking to make sure updates, client communication, and pending actions were fully accurate. Review collected by and hosted on G2.com.

What problems is Agile CRM solving and how is that benefiting you?

Agile CRM helps solve the problem of having customer information, communication history, tasks, and follow-ups spread across different files or emails. It keeps everything more organised in one place, which makes it easier to track customer activity, monitor pipeline progress, and analyse follow-up performance. As a data analyst, this benefits me by giving better visibility of customer trends and helping me prepare more accurate reports. In my previous project coordinator role, it also helped me track client updates, pending actions, and delays more clearly, so the team could follow up on the right tasks at the right time. Review collected by and hosted on G2.com.