Agile CRM

Who Uses Agile CRM?

Small to medium size businesses that require sales, marketing and service automation

What Is Agile CRM?

Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface.

Agile CRM Details

Agile CRM

https://www.agilecrm.com

Founded 2012

Agile CRM video
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Agile CRM pricing overview

Agile CRM has a free version and offers a free trial. Agile CRM paid version starts at US$8,99/month.


Starting Price

US$8,99/month

Free Version

Yes

Free Trial

Yes

Agile CRM deployment and support

Support

  • 24/7 (Live Rep)
  • Online

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Agile CRM Features

  • CRM
  • Call Disposition
  • Call Recording
  • Call Scheduling
  • Call Scripting
  • Power Dialer
  • Predictive Dialer
  • Preview Dialer
  • Progressive Dialer

View full list of Auto Dialer Software

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Generation
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM Software

  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management

View full list of CRM Software for Mac

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM for Small Businesses

  • Blended Call Center
  • Call Logging
  • Call Recording
  • Call Scripting
  • Campaign Management
  • Escalation Management
  • Inbound Call Center
  • Interactive Voice Response (IVR)
  • Manual Dialer
  • Outbound Call Center
  • Predictive Dialer
  • Progressive Dialer
  • Queue Management
  • Real-time Chat
  • Reporting/Analytics

View full list of Call Centre Software

  • CRM
  • Call Recording
  • Call Routing
  • Caller Identification
  • Campaign Attribution
  • Conversion Tracking
  • IVR / Voice Recognition
  • Keyword Tracking

View full list of Call Tracking Software

  • Channel Management
  • Contact Database
  • Email Marketing
  • Event Triggered Actions
  • Lead Management
  • Multi-Campaign

View full list of Campaign Management Software

  • Alerts / Escalation
  • Appointment Management
  • Call Center Management
  • Email Management
  • Knowledge Base
  • Live Chat
  • Performance Metrics
  • Queue Management
  • Self Service Portal
  • Social Media Integration
  • Surveys & Feedback
  • Virtual Assistant
  • Workflow Management

View full list of Customer Service Software

  • Account Alerts
  • Account Management
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management
  • Usage Tracking/Analytics
  • Win / Loss Analysis

View full list of Customer Success Software

  • Archiving & Retention
  • Canned Responses
  • Data Recovery
  • Email Monitoring
  • Queue Management
  • Response Management
  • Routing
  • Shared Inboxes
  • Signature Management
  • Spam Blocker
  • Whitelisting/Blacklisting

View full list of Email Management Software

  • A/B Testing
  • Auto-Responders
  • CAN SPAM Compliance
  • Customer Surveys
  • Drip Campaigns
  • Dynamic Content
  • Event Triggered Email
  • Image Library
  • Landing Pages/Web Forms
  • List Management
  • Mobile Optimized Emails
  • Reporting/Analytics
  • Subscriber Management
  • Template Management
  • WYSIWYG Email Editor

View full list of Email Marketing Software

  • Auto Update
  • Campaign Specific Signature
  • Image Library
  • Reporting/Analytics
  • Signature Creation
  • Signature Management
  • Signature Templates

View full list of Email Signature Software

  • A/B Testing
  • Audience Segmentation
  • Campaign Management
  • Event-Based Notifications
  • Location Tracking
  • Team Management

View full list of Email Tracking Software

  • Badge Management
  • Collaboration Tools
  • Contest Management
  • Feedback Management
  • For Call Centers
  • For Developers
  • For Education
  • For Onboarding
  • For Sales
  • Goal Setting / Tracking
  • Leaderboards / Activity Tracking
  • Performance Metrics
  • Rewards Management

View full list of Gamification Software

  • Alerts / Escalation
  • Automated Routing
  • Call Center Management
  • Customizable Branding
  • Document Storage
  • Email Integration
  • IT Asset Management
  • Interaction Tracking
  • Knowledge Base Management
  • Macros/Templated Responses
  • Multi-Channel Communication
  • Network Monitoring
  • Real-time Chat
  • Remote Access/Control
  • Reporting/Analytics
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Social Media Integration
  • Ticket Management
  • Workflow Configuration

View full list of Help Desk Software

  • Contact Database
  • Data Import/Export
  • Lead Capture
  • Lead Database Integration
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Pipeline Management
  • Prospecting Tools

View full list of Lead Generation Software

  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal

View full list of Online CRM Software

  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Collaboration Tools
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Portfolio Management
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies

View full list of Project Management Software

  • A/B Testing
  • Analytics
  • Campaign Segmentation
  • Contextual Targeting
  • Device Targeting
  • Expiry Notifications
  • Geo Targeting
  • Mobile Notifications
  • Notification Scheduling
  • Visual Notifications
  • Web Notifications

View full list of Push Notifications Software

  • 2-Way Messaging
  • Contact Management
  • MMS
  • Mass Texting
  • Message Personalization
  • Mobile Coupons
  • Mobile Keywords
  • Polls/Voting
  • Reporting/Analytics
  • Scheduled Messaging
  • Shortcodes
  • Text-to-Win

View full list of SMS Marketing Software

  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

View full list of Sales Force Automation Software

  • Analytics
  • Automated Publishing
  • Contact Management
  • Content Management
  • Conversion Tracking
  • Customer Targeting
  • Keyword Filtering
  • Multi-Account Management
  • Post Scheduling

View full list of Social Media Marketing Tools

  • Audience Segmentation
  • Competitive Analysis
  • Configurable Alerts
  • Customer Engagement
  • Dashboard
  • Impact Scoring
  • Influencer Tracking
  • Reputation Management
  • Sentiment Analysis
  • Trend Tracking

View full list of Social Media Monitoring Software

  • Collaboration Tools
  • Create Subtasks
  • Gamification
  • Gantt/Timeline View
  • Mobile Access
  • Percent-Complete Tracking
  • Recurring Task Management
  • Reporting/Analytics
  • Spreadsheet View
  • Task Board View
  • Time Tracking
  • To-Do List View

View full list of Task Management Software

  • Campaign Management
  • Conversion Tracking
  • Goal Tracking
  • Keyword Tracking
  • Multiple Site Management
  • Pageview Tracking
  • Referral Source Tracking
  • Site Search Tracking
  • Time on Site Tracking
  • User Interaction Tracking

View full list of Web Analytics Tools

Agile CRM Alternatives

More Agile CRM alternatives

Agile CRM Reviews

Read all reviews

Overall rating

4,2/5

Average score

Ease of Use 4,1
Customer Service 4,1
Features 4,2
Value for Money 4,3

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Write a Review!
Erik R.
Co-Owner + Videographer
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    3 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 2018/04/17

"Agile CRM is a Great First Step into the CRM World"

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.

  • Reviewer Source 
  • Reviewed on 2018/04/17
Guillermo G.
Sales & Marketing Manager
Education Management, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019/07/19

"All I need to work in one place"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2019/07/19
Brandon D.
Sale Director
Airlines/Aviation, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 2020/10/06

"Agile Review"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2020/10/06
Daniel R.
Owner
Marketing & Advertising, Self Employed
Used the Software for: 1-5 months
  • Overall Rating
    2 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    2 /5
  • Customer Support
    1 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 2019/11/02

"Shoddy CRM backed by terrible support"

Comments: 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.

Vendor Response

by Agile CRM on 2019/11/26

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

  • Reviewer Source 
  • Reviewed on 2019/11/02
Jonathan C.
Director
Real Estate, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2020/08/15

"Successful deployment - keeping us organised"

Comments: 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!

  • Reviewer Source 
  • Reviewed on 2020/08/15