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Community > App Reviews >

Agile CRM

Started by Xero API -   in App Reviews |CRM

3.2 out of 5 stars
 
Based on 6 user ratings
If you are a user of Xero and Agile CRM, tell us how you are getting on and your experience so far. Any tips?

About Agile CRM


Agile is an all-in-one CRM that comes fully integrated with Contact Management, Marketing Automation, Web Analytics, Social Suite, Telephony & more. For more information, check out Agile CRM.

Tip

Remember if you have questions or need assistance with Agile CRM, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the Agile CRM support centre or this page for information on connecting Agile CRM to Xero.

Been using Agile for 2 yaers now, and really thinking about moving. It does not pull enough info from XERO. I dont know if it's an API issue or just Agile Team not putting high priority on Xero integration.
 

N'tchidjè Doumbia  

Im not impressed. Like Graham Chapple was writing. Its mainly just a link, Agile is not really pulling out much informations from the customers. At the moment not even the widget is working properly. Maybe the Xero developers can do something?
 

Andre Kollai  

Finding it very easy to integrate Agile with Xero, very happy with it.
…apart from the integration, I'm also very happy with the set of marketing & sales automation features Agile has. Works effortlessly!
 

Ken Reimer  

The feature set in Agile CRM is very comparable to more expensive solutions such as Infusionsoft, one of the features being the marketing campaign 'drag and drop' designer which works very well.
The integration of Xero with Agile is currently limited to contacts, although I'm hoping this will include companies in a future update, so we'll be able to see invoices raised against company details.
All in all Agile CRM is a great product and we're very happy with it.
 

Wil Currie  

Disappointed to say the least - not an integration just a link really. When you link the contact in Agile to Xero, thats all that links - no product info, no company info - so you have to enter everything in Xero AND Agile... Not impressed with Agile to be honest - too clunky and not intuitive at all - have used Xero for several years and seen much better integrations than this - so the hunt for a decent CRM continues...
 

Graham Chapple  

Agile CRM is simple and easy to use tool with adding the edm within the tool making it easy for small business owners. Keep the good work I am hoping more to come.
 

Anuj Dhawan