Feeling overwhelmed by the sheer number of CRMs out there?
You’re not alone. Choosing the right platform could feel like navigating a minefield.
Ágil CRM promises a powerful, all-in-one solution for businesses of all sizes, but is it the right fit for you?
In this review, we’ll dive deep into Agile CRM’s features, pricing, and usability to help you make an informed decision.
Want to streamline your sales and marketing? Agile CRM prefers a free plan for up to 10 users. Experience its powerful features risk-free! Start your free trial today.
¿Qué es Agile CRM?
Ágil CRM is a popular CRM software that enables businesses to manage their customer interactions effectively.
Think of it as a central hub for all your customer data.
It keeps track of information such as names, email addresses, phone numbers, and past interactions.
However, Agile CRM does more than just store information.
It also has tools for marketing automatización and sales automation.
This means it can automate tasks like sending emails, scheduling appointments, and tracking deals.
This frees up your time so you can focus on building relationships with your customers.
Ágil CRM is designed to be user-friendly, even if you’re new to CRM software.
Who Created Agile CRM?
Ágil CRM was founded in 2013 by Manohar Chapalamadugu.
He aimed to develop a CRM system that was both powerful and affordable, particularly for small and medium-sized businesses.
He believed that every negocio, regardless of size, should have access to tools to help it grow.
From the start, Agile CRM was designed to be more than just a contact management platform.
It included features for sales, marketing, and even ecommerce CRM.
Their vision was to be an all-in-one platform that could help businesses manage all aspects of their customer relationships.
Top Benefits of Agile CRM
- All-in-one CRM: Agile CRM offers a comprehensive suite of features, eliminating the need for multiple tools. This means you could manage your sales, marketing, and customer service all within a single platform.
- Boosts Sales Enablement: Agile CRM gives your sales team the tools they need to close more deals. Features such as contact management, sales automation, and sales forecasting help streamline the sales process and enhance efficiency.
- Perfect for Pequeñas empresas: With flexible pricing plans and a free version, Agile CRM is a great option for small businesses with limited budgets. It provides enterprise-level features without the enterprise-level price tag.
- Enhances Customer Engagement: Agile CRM enables you to connect with customers on their preferred terms. From email marketing and web engagement tools to redes sociales integrations, you can nurture relationships and build loyalty.
- Streamlines Customer Service: Quickly address customer queries with Agile CRM’s helpdesk features. Track support tickets, automate responses, and improve customer satisfaction.
- Empower Marketing Teams: Agile CRM provides a range of marketing automation platforms to help you generate leads, nurture prospects, & track campaign performance.
- Increases Sales Team Productivity: Automate repetitive tasks, track deals, and manage your sales pipeline effectively. This allows your sales team to focus on what matters most: selling.
Mejores características
Agile CRM boasts numerous impressive features that set it apart from the competition.
These tools can help your business grow by keeping your customers happy and organized.
Let’s take a look at some of the best ones:
1. Contacts
Agile CRM makes it super easy to keep track of all your contacts.
You can store all their important information in one place, such as their name, email, phone number, and even their birthday.
You can also add notes about your conversations to help you remember what you discussed.
2. Companies
Need to organize information about the companies you work with?
Agile CRM has you covered.
You can keep track of company details, like their address, website, and the people who work there.
This helps you gain a comprehensive understanding of your business relationships.
3. Deals
Keeping track of your sales deals can get messy.
Agile CRM helps you stay organized by letting you track each deal from start to finish.
You can see where each deal is in the sales process, such as whether it’s just a lead or if it’s about to close.
4. Online Calendar
Scheduling meetings and calls is a breeze with Agile CRM’s built-in calendar.
You can easily see your availability, schedule appointments, and even send automated reminders. No more missed meetings!
5. Reports
Want to know how your sales and marketing are doing?
Agile CRM’s reportando feature gives you valuable insights into your business performance.
You can view metrics such as the number of deals you’ve closed, the performance of your marketing campaigns, and the source of your leads.
This helps you make smarter decisions & improve your strategies.
Precios
Nombre del plan | Precio | Características principales |
---|---|---|
Gratis | Gratis | 1000 contacts & Companies, Lead scoring |
Motor de arranque | $8.99 | Email campaigns, Web Engagement |
Regular | $29.99 | Helpdesk, Groups, Labels |
Empresa | $47.99 | 1 Plugin, Email support |
Pros y contras
Ventajas
Contras
Alternatives to Agile CRM
He aquí varios Alternativas de CRM ágil con una breve descripción de cada uno de ellos:
- GoHighLevel: Una plataforma de marketing y ventas todo en uno diseñada para agencias y empresas, que ofrece herramientas completas, como creadores de embudos, marketing por correo electrónico, automatización de SMS y gestión de clientes.
- Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
- Compró: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
- Campaña activa: Una plataforma de automatización de la experiencia del cliente que integra funciones de marketing, ventas y comercio electrónico, lo que permite una comunicación personalizada y flujos de trabajo automatizados.
- HubSpot: Una plataforma ampliamente reconocida que ofrece un conjunto de "hubs" para ventas, marketing, atención al cliente, gestión de contenidos y operaciones, ideal para empresas que buscan soluciones integradas.
- ClickFunnels: Primarily a sales funnel and landing page builder with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
- Folk: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
- Instantáneamente: This company specializes in lead generation and cold email outreach, providing customer relationship management, lead tracking, and sales process automation.
- Haga clic hacia arriba: Una plataforma versátil de gestión del trabajo que se puede personalizar para que funcione como un CRM, ofreciendo funciones como la gestión de contactos, vistas del proceso de ventas, integración del correo electrónico y paneles personalizables.
- CRM del lunes: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
- Cápsula CRM: Un CRM orientado al crecimiento diseñado para la simplicidad, que ayuda a las empresas a gestionar contactos, realizar un seguimiento de las operaciones de venta y mantener relaciones con los clientes con funciones como múltiples canalizaciones y gestión de tareas.
- Perspicazmente: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
- Freshsales CRM: Una opción rentable que ofrece amplias funciones para los equipos de ventas, como comunicación con clientes potenciales, herramientas de conversión, puntuación de clientes potenciales basada en IA y sólidas capacidades de integración.
- Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
- Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.
Agile CRM Compared
Here’s a brief comparison of Agile CRM with these software solutions:
- CRM ágil vs GoHighLevel: Agile CRM is an all-in-one, affordable CRM solution that combines sales, marketing, and service, while GoHighLevel is a comprehensive platform designed for marketing agencies, offering extensive automation and lead generation capabilities.
- CRM ágil frente a Pipedrive: Agile CRM ofrece una gama más amplia de funciones de automatización de marketing y un servicio de asistencia integrado. Al mismo tiempo, Pipedrive se centra en la gestión visual e intuitiva del pipeline de ventas para los equipos de ventas.
- CRM ágil frente a Keap: Agile CRM es más asequible y ofrece una interfaz más intuitiva para las funciones principales de CRM. Compró offers powerful marketing automation and e-commerce capabilities, but with a steeper learning curve.
- CRM ágil vs ActiveCampaign: Agile CRM offers an all-in-one platform with built-in help desk and telephony capabilities, whereas ActiveCampaign excels in advanced marketing automation, segmentation, and detailed analytics.
- CRM ágil frente a Hubspot: Agile CRM ofrece un plan gratuito competitivo y una potente automatización de marketing para pequeñas empresas, mientras que HubSpot ofrece un conjunto integral y escalable de herramientas para empresas más grandes.
- CRM ágil vs ClickFunnels: Agile CRM is a comprehensive CRM solution that encompasses sales, marketing, and service features, whereas ClickFunnels is a specialized tool for building sales funnels and automating sales processes.
- CRM ágil vs Folk: Agile CRM is a comprehensive suite that encompasses sales, marketing, and support, whereas Folk focuses on simplified, collaborative contact management and organization.
- CRM ágil vs Instantly: Agile CRM offers a comprehensive solution for sales, marketing, and customer service, whereas Instantly specializes in streamlined correo electrónico frío Alcance y capacidad de entrega.
- CRM ágil contra Haga clic hacia arriba: Agile CRM is a dedicated CRM solution, whereas ClickUp is a versatile productivity platform that incorporates CRM functionalities, project management, and task tracking.
- CRM ágil vs Monday CRM: Agile CRM is an integrated CRM with strong marketing and service automation capabilities, whereas Monday CRM offers a highly customizable visual workspace for managing various workflows.
- CRM ágil vs Capsule CRM: Agile CRM offers a comprehensive suite that includes marketing automation and robust reporting, whereas Capsule CRM is a simpler solution for contact management and sales pipeline tracking.
- CRM ágil frente a Insightly: Agile CRM enfatiza la automatización extensiva en ventas, marketing y servicio, mientras que Insightly ofrece sólidas capacidades de gestión de proyectos integradas con funciones de CRM.
- CRM ágil frente a CRM Freshsales: Agile CRM provides robust marketing automation and a built-in help desk. At the same time, Freshsales CRM excels in sales-focused features, such as visual pipelines and AI-powered insights.
- CRM ágil vs Salesforce: Agile CRM is an affordable and user-friendly option for small to medium-sized businesses. At the same time, Salesforce is an industry-leading, highly customizable enterprise-level CRM with extensive features.
Experiencia personal con Agile CRM
My team and I recently started using Agile CRM to manage our sales and marketing efforts.
We were seeking an affordable solution that would help us stay organized and enhance our productivity.
Agile CRM is definitely delivered!
Here’s how we used Agile CRM to achieve our goals:
- Contact Management: We imported all our contacts into Agile CRM, allowing us to keep track of everyone in one place. We loved being able to add notes and details to each contact.
- Deals Pipeline: The deals pipeline feature helped us visualize our sales process and track the progress of each deal. We could easily identify which deals were nearing completion and which required additional attention.
- Automatización del marketing: We used Agile CRM to automate our email marketing campaigns. This saved us a ton of time and helped us nurture our leads more effectively.
- Web Engagement: The web engagement tools allowed us to track website visitors and identify potential leads. This helped us personalize our outreach and improve our conversion rates.
- Informe: Agile CRM’s reporting features gave us valuable insights into our sales and marketing performance. We could track key metrics and identify areas for improvement.
Overall, we were very impressed with Agile CRM.
It’s a powerful and affordable solution that has helped us streamline our operations & achieve our business goals.
We highly recommend it to other businesses looking for a comprehensive CRM.
Reflexiones finales
Agile CRM is a powerful and versatile platform that offers significant value to businesses of all sizes.
Its all-in-one approach combines sales, marketing, and customer service features in a single, user-friendly package.
With flexible pricing, including a free plan, it’s an affordable option, especially for small businesses & startups.
While it has some minor drawbacks, like occasional glitches and limited reporting customization, its strengths in automation, contact management, and overall ease of use make it a compelling choice.
If you’re looking for a CRM that could help you streamline your operations and boost your growth, Agile CRM is definitely worth considering.
Ready to take it for a spin?
Sign up for a free trial and see how Agile CRM can transform your business!
Preguntas frecuentes
¿Cuál es la principal ventaja de utilizar Agile CRM?
Agile CRM’s biggest advantage is its all-in-one approach. It combines sales, marketing, and service features into a single platform, streamlining workflows and eliminating the need for multiple tools.
¿Es el CRM ágil bueno para las pequeñas empresas?
Absolutely! Agile CRM is a great option for small businesses. It offers a free plan for up to 10 users and has affordable paid plans as your business grows. Plus, it’s easy to use, even for those new to CRM.
¿Qué tipo de empresas utilizan mejor Agile CRM?
Agile CRM is versatile and can be utilized by a wide range of businesses. It’s particularly well-suited for those focused on online sales, digital marketing, and individuals who need to manage a high volume of customer interactions.
¿Cuáles son algunas de las principales características de Agile CRM?
Agile CRM ofrece funciones como gestión de contactos, automatización de ventas y marketing, herramientas de participación web, un calendario integrado y funciones de elaboración de informes. Le ayuda a organizar los datos de los clientes y a agilizar sus procesos.
¿Se integra Agile CRM con otras herramientas?
Yes, it does! Agile CRM integrates with a long range of third-party applications, including popular tools like Google Workspace, Shopify, and Zapier. This enables you to integrate your existing tools and streamline your workflow.