UPDATE (March 2015): We ended up going to the free account and ultimately closing it after Agile announced that they are doing away with free accounts a week ago. The system, although with great potential, is still way too buggy and not well documented. We suffered embarrassment several times throughout our experience with Agile due to bugs or lack of documentation (one example: sent a test/unfinished email to thousands of our customers; second example: sent a promo email several days too early due to deletion and re-creation of an incorrectly set campaign trigger).
Finally, no Etsy integration which we truly need.
Back to two stars - a long paid trial and couldn't make it work at the end.
UPDATE (Oct 22, 2014): I was contacted by the CEO of AgileCRM who had read my review here (two weeks after it was posted). He was very cordial and offered to personally call and assist in resolving the issues I had mentioned. Two of the issues were solved pretty quickly: multiple "noty popup" (due to issue 1) below - because I had entered the API Key as many times as the app asked me to, the app had ended up with multiple insertions of the code needed for AgileCRM to work on my Shopify store). More issues remain to be solved and Manohar (the CEO) continues to be proactive in his desire and effort to resolve them. Because of his being proactive and because of his personal efforts and involvement I'm upgrading my rating to 3 stars (was 2 initially). I will continue to post updates and rate revisions as new improvements to the AgileCRM SAAS are made.
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- The AgileCRM system was well thought out as a feature set
- It's relatively affordable price-wise - $9 a month for one user if you pay one year in advance or $14/mo. if you pay monthly. I don't know if this is really a part of the Pros - other CRM's have similar pricing. Still, there are yet others that are quite a bit more expensive.
- The AgileCRM app for Shopify doesn't work (see 1 below). I have to use their dedicated dashboard on their website.
- Data syncing between Shopify and AgileCRM keeps resetting itself to "Only once" - it doesn't want to save the "Daily sync" option. If I want this to syncing with my Shopify store daily I have to go in daily and move the selection to "Daily" knowing that it won't save it and it will be back to "Only once" when I come back a few minutes later
- Many of the features of the service still don't work or don't work properly
- The sales call center is out of the Philippines (I think that's what the guy said)
- The tech support is in India - emails get answered next day, no name - just Tech Support. Even I can tell that the English proficiency is at best average (I'm not a native English speaker myself)
- There is no documentation on how to set up or use AgileCRM. There are a few videos on YouTube, but they are done in a very amateurish way and hard to follow and understand - at least the couple of videos I saw
- One of the two main features in the AgileCRM's WebRules feature (which is one of the few features that could potentially make AgileCRM a powerful system) - the "Noty Message" doesn't work (see 2 below)
- Facebook widget integration doesn't work (see 3 below)
- The Social aspect of the CRM boils down to basically two streams of my Twitter account - my tweets (Home) and my wall (Mantions). They worked in the beginning and since have stopped - they keep trying to load but never actually load any content. Basically useless at this point
1) I installed the AgileCRM app in my Shopify admin. It asked me for my Shopify URL and the AgileCRM API Key. I entered these - it never saved them. Any time after that when I came back to the app from within my Shopify dashboard it asked me for the same initial information and it just froze there - never went any further. Basically, I am forced to use AgileCRM through their dashboard - the Shopify app is useless at this point.
I alarmed the tech team immediately upon installing it and was told that they will be working on fixing it. They even requested access to my Shopify store dashboard so they can test and see for themselves (they could have tested on a Shopify partner/testing account (free) to verify that it doesn't work). It's about two weeks since I told them about it and the app is still not working.
3) I tried to integrate with my Facebook (my company's FB) account and was asked to sign in and authorize. I did that. I got multiple Facebook widgets trying to load in the widget area at bottom right - they are several - not one, and they never quite load - just keep spinning as if trying to load but never actually load any content. I tried to disconnect but I still get one FB widget with no content - just a header and an empty content box.
A bit more..
There is a potentially powerful feature called Campaigns. I tried to set up one Campaign, designed to catch visitors who get to the checkout pages but abandon and never complete the purchase. I couldn't set it up and had to email for assistance. I received a (timely) response that someone will call me to help me out with the campaign set up. I requested a particular day and time and also requested a confirmation that the time I requested works for them as well and they will in fact call me. I received the confirmation. On the confirmed day and hour I did not receive a call. I received a call two hours later. The tech person - clearly not calling from the US - took close to two minutes mumbling trying to apologize for mixing up the time zones - Central vs West Coast. I could not take advantage of having the tech guy on the phone as I was no longer at my desk. And, quite frankly, I wouldn't even have the patience to complete this call - the person was soooo slow that I had to even help him finish what he wanted to say.
At this point, for some of the features that aren't working and that I've mentioned above I've decided to not even bother to email because I am certain that they won't be addressed - at least not within reasonable time. There are probably a few bugs that I'm forgetting to mention.. That's ok - my review is becoming too long as it is.
To sum it up, at this point I don't think it's worth it bothering and wasting time trying AgileCRM - at least not until 1) they fix all their bugs, 2) put together some documentation that can walk a new user through initial set up as well as Campaigns, Webrules, Triggers, Web forms, etc set up.
I am a very patient person and often - an early adopter. In this case, though, my patience is starting to wane and I am already thinking about jumping ship and going for a different CRM. I want to believe that they will fix the issues so that I don't have to go through the trouble of finding and setting up another CRM, but based on my experience so far I doubt that anything will be done within reasonable time.
By the way, the only reason why I gave two stars and not one is the fact that if executed properly and everything working, the system would have had some nice, powerful features. It's great as a feature set, but the level of execution is sub-par. Still, if anything changes for the better while I'm still on the AgileCRM platform I will post updates accordingly.