Agile CRM

Agile CRM

Sales and marketing CRM for growing businesses

4.3/5 (49 reviews)

Agile CRM Overview

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.

Pricing

Starting from
US$9.00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

English, French, Italian, Portuguese, Russian, Spanish

Agile CRM Reviews

Overall rating
4.3/5
84% positive reviews
23
Excellent
18
Very good
6
Average
1
Poor
1
Terrible
Bill B.

Nice most-in-one CRM/Marketing engine for small biz

Used Daily for Free Trial
Reviewed on 26/10/2018
Review Source: Capterra

I need a place to store all of my interactions with contacts of all types. I need to be able to review a contact and know what stage we are in, last touch, next step, and simply who said what. Agile supplies all that. I want to improve my marketing outreach and I believe Agile will help me organize and systematize those efforts.

Pros

Agile CRM is purpose built (according to the makers) for keeping up with a growing start-up or small business. It handles the usual contacts, appointments, lead tracking and so on, but has a strong email and social marketing component. You can optionally tie in your email and telephony to Agile CRM to keep track of lead and customer interactions (though I have not implemented either at this time.)

They are fairly generous with the free level, there are enough core features enabled to allow a fair trial and limits on number of contacts, emails, even API calls are sufficient for a small business. Their free tier is actually not a trial, you can stay on free as long as it meets your needs.

One more thing, Agile has quite a few integrations available, among them Stripe, PayPal, FreshBooks, QuickBooks, and Xero. They have a functional API so if you are so inclined you can integrate Agile with almost anything, whether there is a widget for it or not.

Cons

There are a lot of moving parts, which is not necessarily a bad thing if they all help push your goals ahead. But it is more complex than many small business web applications, because it tries to do more. So it takes more of a time investment to begin to benefit from Agile. I am phasing into each component and I haven't reached some yet.

I have wished for a few more customization options, in display attributes - layout, colors, and also data - what fields are displayed in lists, what sort criteria,

Rating breakdown

Ease of Use

Likelihood to recommend

8.0/10
Derek "storme" B.

Good overall system with a few glitches

Used Daily for 1+ year
Reviewed on 15/08/2018
Review Source: Capterra

We've got LOTS of information in here now, so at this point it would be more work to move than to just deal with the downfalls. Overall, my team has enjoyed the experience. I am a bit more technical so I am not as happy as they are. It has kept a great log of our consultants past and present, so in that respect - it has done it's job. I just feel like the cost (for 3 operators) does not justify the tool.

Pros

Tags make it easy to compartmentalize different customers and the path to completion.

Cons

Organization is a bit tough, and the separation of different features between Sales, Marketing, and Service areas is a bit disconnected. Creating a "path" for different actions can be quite confusing, and the fact that LOTS of actions (such as send an email when a certain tag is entered) do not happen. I think these run on cron jobs (say, every 15 minutes) and I feel like LOTS of the actions get missed. This is my biggest beef. The price structure is a bit nickle and dimey as well, and it seems like a big jump between I can do 3 actions and I can do 5 actions.

Response from Agile CRM

Hi Derek,

Thanks for your feedback. Our goal is to meet the needs of a growing business irrespective of its size. Our pricing model is the most affordable one in the market today and has been designed according to business requirements and its size. The tags feature helps you to segment your contacts and trigger necessary actions which take place instantly. For any further doubts on how to better use our tool for your needs, please contact our support team at [email protected]

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

6.0/10
Verified Reviewer

Moving from Salesforce to Agile CRM

Used Daily for 1-5 months
Reviewed on 15/08/2019
Review Source: GetApp

I am replacing Salesforce with Agile CRM to save cost, create a more streamlined interface with our website and sales team.

Pros

I like that all three modules (Sales, Marketing, Service) are contained in a very easy to use interface. There are basic and advanced functions available without all the Salesforce bloat. Ex: I can set up a simple Round Robin for my sales team without having to spend a bunch of extra money for a plugin or dig deep into layers and layers of Salesforce complications to just get to the place to set it up.

Cons

There are some limitations to the integrations vs other apps but it does integrate with the big boys (popular software). The help desk is expanding rapidly, but currently, you have to schedule calls with a rep. The rep is super helpful, but sometimes there is a wait time.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Michelle V.

Decent CRM for the price

Used Daily for 1+ year
Reviewed on 14/01/2019
Review Source: Capterra

Pros

I really liked the integrated scheduling calendar

Cons

Many times I don't receive email notifications about new appointments that have been scheduled so I have to remember to check my calendar every day. I also wish some things were a little more streamlined, for example if I search for an email address and it's not in the database yet--I don't have an option to "add" I have to type it in all over again.

Response from Agile CRM

Thank you for reviewing us. We see our team has clarified the same doubt an year ago (6th Oct 2017).

The appointment email notifications are sent twice -

1. At the moment when the appointment is created.
2. Just ten minutes before the scheduled time.

These notifications maybe blocked if there are any filter options configured in the email clients.

Thank you for suggesting feature requests. We will incorporate them in our roadmap.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

5.0/10
Verified Reviewer

Trustworthy but still in development

Used Daily for 6-12 months
Reviewed on 1/01/2019
Review Source: Capterra

Overall it is still a useful and very promising tool. I think it needs a few fixes but does the job well.

Pros

It has really good features, especially the email automaton which is different and more ingenious from all competitors: it's a simple drag and drop with icons that represent actions (send/ time / send 2 or third mail if the first one was opened ect.)

Cons

Is too pricey for starting businesses and could improve the filtering system of contact lists. It's doesn't always take in account tag addition or tag removal, and doesn't automatically delete contact that were added a second time.
About the support team: they will really try to help you if you encounter any issues. However, they can be really hard to understand sometimes due to their accents.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

6.0/10

Agile CRM Pricing

Starting from
US$9.00/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

  • API
  • Calendar Management
  • Contact Database
  • Customisable Templates
  • Email Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Custom Fields
  • Customer Database
  • Customisable Branding
  • Customisable Reporting
  • Data Import/Export
  • Electronic Payments
  • Mobile Integration
  • Reminders

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 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 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

    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$9.00/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 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 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:

    Freelancers, Large Enterprises, Mid Size Business, Small 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, ProjectManager.com, SimplyCast, Tidio, Workato, Zendesk

    Q. What level of support does Agile CRM offer?

    Agile CRM offers the following support options:

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