Agile CRM Overview

What is Agile CRM?

Agile CRM is an all-in-one platform with dedicated sales, marketing and service features.

All-in-one: automates sales, marketing, and service into a single, unified platform to avoid data leaks and enable consistent messaging.
Affordable: Modern features and integrations, easy implementation, and great support at an affordable price for small and growing businesses.
Cloud-based SaaS service that is mobile-ready, fast, and simple to use.

Agile delivers a turnkey, easy-to-use solution to overcome the inefficiencies and technical challenges in seamlessly integrating sales, marketing, and service efforts, and includes integrations with over 60 leading third-party applications.
Agile CRM centralizes real-time customer data, making it readily accessible and actionable across all teams.
Full telephony integration alongside marketing support for sending email newsletters, social campaigns and SMS texts. Agile CRM automates web engagement with customer-conscious messages, popups, offers, surveys and signup forms.

Agile CRM has rich analytics and reporting features for monitoring business performance.

Agile CRM Overview

Pricing

Starting from
US$8.99/month

Pricing options

Free Trial
Free
Subscription
Value for money

FREE (10 Users)
Starter: $14.99/month ($.99/month paid annually or $8.99/month paid each 2 years)
Regular: $49.99/month ($39.99/month paid annually or $29.99/month paid each 2 years)
Enterprise: $79.99/month ($64.99/month paid annually or $47.99/month paid each 2 years)


Agile CRM Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English, French, Italian, Portuguese, Russian, Spanish

Media

Agile CRM's drag&drop dashboard
Create periodic triggers with Agile CRM. These can be customized to fit specific goals
Agile CRM's contact management timeline
Agile CRM's project management timeline
Generate reports in Agile CRM
Track deals, move milestones, and check ongoing deals from Agile CRM's mobile app
Create and manage tasks and events in the Agile CRM mobile app
Integrate the Agile CRM mobile app with Google Calendar
Drill-down reporting in Agile CRM
Agile CRM video Agile CRM video Agile CRM video Agile CRM screenshot: Agile CRM's drag&drop dashboard Agile CRM screenshot: Create periodic triggers with Agile CRM. These can be customized to fit specific goals Agile CRM screenshot: Agile CRM's contact management timeline Agile CRM screenshot: Agile CRM's project management timeline Agile CRM screenshot: Generate reports in Agile CRM Agile CRM screenshot: Track deals, move milestones, and check ongoing deals from Agile CRM's mobile app Agile CRM screenshot: Create and manage tasks and events in the Agile CRM mobile app Agile CRM screenshot: Integrate the Agile CRM mobile app with Google Calendar Agile CRM screenshot: Drill-down reporting in Agile CRM

Agile CRM Reviews

Agile CRM Reviews

Overall rating
4.2
/
5
Excellent
193

Very good
126

Average
46

Poor
15

Terrible
13

Value for Money
4.3
Features
4.2
Ease of Use
4.1
Customer Support
4.1
81% recommended this app
Erik R.

Agile CRM is a Great First Step into the CRM World


Guillermo G.

All I need to work in one place

The biggest benefit that this software has given me has been to optimize everything that has to do with the world of sales and marketing, generating the reports I need to demonstrate in the company how useful our strategies are, what aspects to improve, and generate our own leads, all in a very organized way and as its name says "agile".


Brandon D.

Agile Review

Agile as mentioned provides a reliable service, and geared toward small-mid sized businesses. Larger companies would find better options.


Daniel R.

Shoddy CRM backed by terrible support

Overall a very bad experience. I can't find an option in the UI to cancel the subscription — there's a pause option but not a cancellation one. The support is unprofessional and rude.


Jonathan C.

Successful deployment - keeping us organised

Successful and efficient. Wouldn't be without it now!


Erik R.

Agile CRM is a Great First Step into the CRM World

Used Daily for 1+ year
Reviewed on 17/04/2018
Review Source: Capterra

Pros

I used this platform for a solid year and put in hundreds if not thousands of contacts into this CRM. I liked how many categories there were to define a lead or a contact, the system that you set up to see how much potential revenue you had to win based on your leads was helpful, and the price is unbeatable. I mean truly, you can use this platform for free for up to 50,000 contacts. That's pretty amazing.

Cons

There's a reason why I call this particular platform a good "first step." Agile CRM says it offers marketing automation, gamification, and project management - but this is a far from complete product. In the free version you can only create so many marketing automation blocks before it makes you pay, but even if I did upgrade I'm not sure the platform could handle the sales process I wanted to have set up. Something else to mention about this platform is there customer service. I'm fairly certain the CEO is their only customer service rep. Every time I had a problem with the platform (roughly 1-2 times a month) it was the same man who picked up the phone - and when my problem was solved he made me delete the Tweet I sent out when I asked for help, and then made me publicly thank him. I found that very strange. Overall you should try this platform out if you're just starting out, but upgrade to something like Infusionsoft if you're really looking to up your game.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Guillermo G.
Industry: Education Management
Company size: 2-10 Employees

All I need to work in one place

Used Daily for 6-12 months
Reviewed on 19/07/2019
Review Source: Capterra

The biggest benefit that this software has given me has been to optimize everything that has to do with the world of sales and marketing, generating the reports I need to demonstrate in the company how useful our strategies are, what aspects to improve, and generate our own leads, all in a very organized way and as its name says "agile".

Pros

I started working with this platform a little less than a year ago. My job consisted (and still is) in generating leads for the company and developing marketing and sales campaigns from scratch.
Agile CRM has been fundamental, since it integrates perfectly with everything I need. I have my contacts in one place, which I can follow very easily. Its greatest strength is the ease of use and integration with multiple tools. Something as simple as managing notifications and alerts make the most of my time and organize my agenda in a practical way.
I can generate reports where the effectiveness of the different strategies is established. For example, the result of phone calls, mail campaigns, newsletters, and more.
I was able to import all the contacts in a very simple way and clean my list in a short time.
Another great thing: the mobile app and the possibility of integrating with other programs. Today I have it integrated with Bria and Skype, also linkedin and facebook. Everything in one place, is the most practical CRM platform that someone like me (who has just started and was analyzing options) has found, and I´m very satisfied with this software.

Cons

I think it would be convenient that in the future they made some training videos to explain how to correctly configure the automation tools, since I think it has been the most difficult to understand.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Brandon D.
Industry: Airlines/Aviation
Company size: 2-10 Employees

Agile Review

Used Daily for 2+ years
Reviewed on 6/10/2020
Review Source: Capterra

Agile as mentioned provides a reliable service, and geared toward small-mid sized businesses. Larger companies would find better options.

Pros

Agile provides a reliable database for all things from quality findings to ECO change implementations. Customized reports are a nice feature and searching is made easy.

Cons

Agile has some limitations with ERP features, two different softwares are utilized due to needs of each department. Preference would be for a one stop shop.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Daniel R.
Industry: Marketing & Advertising
Company size: Self Employed

Shoddy CRM backed by terrible support

Used Daily for 1-5 months
Reviewed on 2/11/2019
Review Source: Capterra

Overall a very bad experience. I can't find an option in the UI to cancel the subscription — there's a pause option but not a cancellation one. The support is unprofessional and rude.

Pros

The automation/workflow builder seemed to work

Cons

I was drawn to AgileCRM while searching for a cloud-hosted CRM that could help me build a basic drip email automation sequence.

What I found was that AgileCRM is a buggy CRM that is not suitable for business users.

Countless have pointed this out, but let me add my voice: unbranded emails are not standard and require paying an extra fee. This means that unless you pay extra (yes, to the paid plan), every email you sent through the CRM will have "Send with Agile", or something similar, in the footer. This reeks of extortion and this hidden cost instantly turned me off continuing with my evaluation.

In addition, the India-based support team is incompetent. Everything is "no problem, I understand your concern" and nothing actually gets resolved. I wasn't able to add several professional SMTP servers and the team didn't even seem capable of understanding why that was happening (hint: your SMTP editor should accept usernames even when they are not formatted as email addresses).

My advice to any business user: stay well clear.

Response from Agile CRM

Hi Daniel, thanks for your feedback and appreciate your response. One of our Support managers has already contacted you. Agile CRM is an all-in-one software that is used by sales, marketing, & support teams that might not require sending bulk emails. After the first free 5000 emails, to get more benefits like unbranded emails, we request our customers to purchase additional packs that offer tracking features.

We have standard SMTP functionalities to support and accommodate all users. At this point, we're afraid we do not offer customized configuration. However, we have already raised this request internally and our engineering team is working on it. You can contact our Support team for more info.

At Agile, we believe in transparent billings, while canceling your Agile CRM subscription, we provide a period of 2 months to confirm your cancellation and preserve data. This is also helpful for users if they want to temporarily pause their accounts and billing too. However, you can get in

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Jonathan C.
Industry: Real Estate
Company size: 2-10 Employees

Successful deployment - keeping us organised

Used Daily for 1-5 months
Reviewed on 15/08/2020
Review Source: Capterra

Successful and efficient. Wouldn't be without it now!

Pros

I'd best describe this software as an intuitive office whiteboard. It organises the stages of our sales deals and links contacts, companies, tasks and events around each one. Support and availability of direct - dial in support has been superb a real strength. An initial support call seemed 'unwelcome' but supported me to scope the product quickly and was quickly appreciated.

Cons

Some of the synchronisation features of email and calendars have been difficult to grasp and configure (and I'm still not sure I understand Agile mail vs use of gmail! That said - I'm still using the free version so who can complain!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
8.3/10
Based on 393 user ratings
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Agile CRM Pricing

Agile CRM Pricing

Starting from
US$8.99/month
Free Trial
Free
Subscription
Value for money

FREE (10 Users)
Starter: $14.99/month ($.99/month paid annually or $8.99/month paid each 2 years)
Regular: $49.99/month ($39.99/month paid annually or $29.99/month paid each 2 years)
Enterprise: $79.99/month ($64.99/month paid annually or $47.99/month paid each 2 years)

FREE (10 Users)
Starter: $14.99/month ($.99/month paid annually or $8.99/month paid each 2 years)
Regular: $49.99/month ($39.99/month paid annually or $29.99/month paid each 2 years)
Enterprise: $79.99/month ($64.99/month paid annually or $47.99/month paid each 2 years)

Value for Money
4.3/5
Based on 393 user ratings
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Agile CRM Features

Agile CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customisable Branding
Customisable Reporting
Customisable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.2/5
Based on 393 user ratings
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Categories

Additional information for Agile CRM

Additional information for Agile CRM

Key features of Agile CRM

  • A/B email & landing page testing
  • Appointment scheduling
  • Auto-dialer
  • Auto-responders
  • Automatic lead scoring
  • Behavior-based segmentation
  • Calendar management
  • Calendar sync with Google
  • Call recording
  • Call scripting
  • Campaign management
  • Campaign planning
  • Campaign scheduling
  • Click-through tracking
  • Computer telephony
  • Contact database
  • Contact management
  • Conversion optimization tools
  • Conversion tracking
  • Custom landing pages
  • Custom popups
  • Custom signup forms
  • Customer segmentation
  • Customizable templates
  • Document management
  • Drag & drop interface
  • Drip email marketing
  • Email alerts
  • Email templates
  • Email tracking
  • Engagement analytics
  • Event calendar
  • Event triggered actions
  • Event triggered email
  • Follow-up scheduling
  • Gamification
  • Help desk
  • Invoice management
  • Landing page templates
  • Lead assignment
  • Lead generation
  • Lead management
  • Lead nurturing
  • Lead prospector
  • Mobile alerts
  • Multi-campaign
  • Multi-channel management
  • Multi-channel marketing
  • Newsletter management
  • Project management
  • Project tracking
  • ROI analytics
  • Real time notifications
  • Reporting & statistics
  • Sales analytics
  • Sales forecasting
  • Sales reporting
  • Sales timeline management
  • Scheduled emails
  • Social media integration
  • Surveys & feedback
  • Task management
  • Third party integration
  • Voicemail drops
  • WYSIWYG email editor
  • Web analytics
  • Web forms
  • Website integration
  • Workflow management

Benefits

  • Online appointment scheduling and single-page contact management keeps customer data accurate and up-to-date.

  • Track sales deals milestones and project tasks within Agile’s drag-and-drop workflow editor.

  • Automate communications including telephony and follow-up emails, logging interactions with customer contacts.

  • Gamification features encourage competition and collaboration within sales teams via leader boards, alerts and metrics.

  • Create targeted drip marketing campaigns, sending emails and coupons at the right time based on customer behavior.

  • Trigger popups, messages and signup forms to automate engagement with your website visitors.

  • Monitor brand activity on social media feeds and send personalized SMS marketing to mobiles.

  • Agile CRM FAQs

    Agile CRM FAQs

    Below are some frequently asked questions for Agile CRM.

    Q. What type of pricing plans does Agile CRM offer?

    Agile CRM offers the following pricing plans:

    Starting from: US$8.99/month

    Pricing model: Free, Subscription

    Free Trial: Available

    FREE (10 Users) Starter: $14.99/month ($.99/month paid annually or $8.99/month paid each 2 years) Regular: $49.99/month ($39.99/month paid annually or $29.99/month paid each 2 years) Enterprise: $79.99/month ($64.99/month paid annually or $47.99/month paid each 2 years)

    Q. What are the main features of Agile CRM?

    Agile CRM offers the following features:

    • A/B email & landing page testing
    • Appointment scheduling
    • Auto-dialer
    • Auto-responders
    • Automatic lead scoring
    • Behavior-based segmentation
    • Calendar management
    • Calendar sync with Google
    • Call recording
    • Call scripting
    • Campaign management
    • Campaign planning
    • Campaign scheduling
    • Click-through tracking
    • Computer telephony
    • Contact database
    • Contact management
    • Conversion optimization tools
    • Conversion tracking
    • Custom landing pages
    • Custom popups
    • Custom signup forms
    • Customer segmentation
    • Customizable templates
    • Document management
    • Drag & drop interface
    • Drip email marketing
    • Email alerts
    • Email templates
    • Email tracking
    • Engagement analytics
    • Event calendar
    • Event triggered actions
    • Event triggered email
    • Follow-up scheduling
    • Gamification
    • Help desk
    • Invoice management
    • Landing page templates
    • Lead assignment
    • Lead generation
    • Lead management
    • Lead nurturing
    • Lead prospector
    • Mobile alerts
    • Multi-campaign
    • Multi-channel management
    • Multi-channel marketing
    • Newsletter management
    • Project management
    • Project tracking
    • ROI analytics
    • Real time notifications
    • Reporting & statistics
    • Sales analytics
    • Sales forecasting
    • Sales reporting
    • Sales timeline management
    • Scheduled emails
    • Social media integration
    • Surveys & feedback
    • Task management
    • Third party integration
    • Voicemail drops
    • WYSIWYG email editor
    • Web analytics
    • Web forms
    • Website integration
    • Workflow management

    Q. Who are the typical users of Agile CRM?

    Agile CRM has the following typical customers:

    Small Business, Large Enterprises, Freelancers, Mid Size Business

    Q. What languages does Agile CRM support?

    Agile CRM supports the following languages:

    English, French, Italian, Portuguese, Russian, Spanish

    Q. What type of pricing plans does Agile CRM offer?

    Agile CRM has the following pricing plans:

    Free, Subscription

    Q. Does Agile CRM support mobile devices?

    Agile CRM supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Agile CRM integrate with?

    Agile CRM integrates with the following applications:

    Akita, Clearlogin, ClicData, Help Scout, Kissflow Digital Workplace, ProjectManager.com, SimplyCast, Tidio, Workato, Zendesk

    Q. What level of support does Agile CRM offer?

    Agile CRM offers the following support options:

    Online Support, Phone Support, Video Tutorials, Knowledge Base, FAQs