Who Uses This Software?

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

Average Ratings

363 reviews
  • Overall 4.2/5
  • Ease of Use 4.1/5
  • Customer Service 4.1/5
  • Features 4.2/5
  • Value for Money 4.3/5

Product Details

  • Starting Price US$8,99/month
    See pricing details
  • Free Version Yes
  • Free Trial Yes, get a free trial
  • Deployment Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support 24/7 (Live Rep)
    Online

Vendor Details

  • Agile CRM
  • https://www.agilecrm.com
  • Founded 2012

About 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 Features

  • Call Center Management
  • Call Recording
  • Call Reporting
  • Call Scripting
  • Lead Management
  • Power Dialer
  • Predictive Dialer
  • Preview Dialer
  • Progressive Dialer
  • Surveys
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • 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
Vendor has not completed this information.
  • Blended Call Center
  • Call Logging
  • Call Scripting
  • Call recording
  • Campaign Management
  • Escalation Management
  • Inbound Call Center
  • Interactive Voice Response
  • Manual Dialer
  • Outbound Call Center
  • Predictive Dialer
  • Progressive Dialer
  • Queue Management
  • Real-time Chat
  • Reporting/Analytics
  • CRM
  • Call Recording
  • Call Routing
  • Caller Identification
  • Campaign Attribution
  • Conversion Tracking
  • IVR / Voice Recognition
  • Keyword Tracking
  • Channel Management
  • Contact Database
  • Email Marketing
  • Event Triggered Actions
  • Lead Management
  • Multi-Campaign
  • 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
  • Account Alerts
  • Account Management
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management
  • Usage Tracking/Analytics
  • Win / Loss Analysis
  • Archiving & Retention
  • Canned Responses
  • Data Recovery
  • Email Monitoring
  • Queue Management
  • Response Management
  • Routing
  • Shared Inboxes
  • Signature Management
  • Spam Blocker
  • Whitelisting/Blacklisting
  • A/B Testing
  • Auto-Responders
  • CAN SPAM Compliance
  • Customer Surveys
  • Drip Campaigns
  • Dynamic Content
  • Event Triggered Email
  • Image Library
  • Landing Pages/Web Forms
  • Mailing List Management
  • Mobile Optimized Emails
  • Reporting/Analytics
  • Subscriber Management
  • Template Management
  • WYSIWYG Email Editor
  • Auto Update
  • Campaign Specific Signature
  • Content Creation
  • Image Management
  • Legal Disclaimer
  • Signature Management
  • Social Media
  • Templates
  • A/B Testing
  • Audience Segmentation
  • Campaign Management
  • Event-Based Notifications
  • Location Tracking
  • Team Management
  • 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
  • Alerts / Escalation
  • Automated Routing
  • Customizable Branding
  • Document Storage
  • Email Integration
  • IT Asset Management
  • Interaction Tracking
  • Knowledge Base Management
  • Multi-Channel Communication
  • Network Monitoring
  • Real-time Chat
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Ticket Management
  • Contact Discovery
  • Contact Import/Export
  • Lead Capture
  • Lead Database Integration
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Visitor Identification
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • 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
  • A/B Testing
  • Analytics
  • Campaign Segmentation
  • Contextual Targeting
  • Device Targeting
  • Expiry Notifications
  • Geo Targeting
  • Mobile Notifications
  • Notification Scheduling
  • Visual Notifications
  • Web Notifications
  • 2-Way Messaging
  • Contact Management
  • MMS
  • Mass Texting
  • Message Personalization
  • Mobile Coupons
  • Mobile Keywords
  • Polls/Voting
  • Reporting/Analytics
  • Scheduled Messaging
  • Shortcodes
  • Text-to-Win
  • 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
  • Analytics
  • Automated Publishing
  • Contact Management
  • Content Management
  • Conversion Tracking
  • Customer Targeting
  • Keyword Filtering
  • Multi-Account Management
  • Post Scheduling
  • Audience Segmentation
  • Competitive Analysis
  • Configurable Alerts
  • Customer Engagement
  • Dashboard
  • Impact Scoring
  • Influencer Tracking
  • Reputation Management
  • Sentiment Analysis
  • Trend Tracking
  • 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
  • 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

Agile CRM Most Helpful Reviews

Amazing Complete CRM & Automation software: Great Infusionsoft or Salesforce alternative, for 10% of the price tag

Reviewed on 2016/11/24
Jaime N.
Founder & Marketing Strategist
Marketing & Advertising, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
Source: GetApp
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: As a small business owner, and founder of Bloominari.com, a digital marketing agency helping small businesses to grow their companies online through beautiful design, automation and marketing tactics I was in search of the best CRM and marketing automation software for a truly affordable price. After literally about 2 months of research of various CRM and marketing automation platforms I finally decided to take AgileCRM for a spin (It was easy to try it, as they have an always-free lite version). Immediately I fell in love with it's interface, ease of use, and easy-to-setup platform. I previously worked with Salesforce.com and Solve360 CRMS, and have also tried BaseCRM, SugarCRM and many others throughout my business life.

Pros: - Super affordable for the amount of tools, features and applications it includes. Starting at $10/user/month for it's starter version.
- Great user interface
- Easy to setup and use
- Lots of native integrations with lots of web-based (Saas) apps such as Gmail, Quickbooks, Twilio and many many others.
- Integration with Zapier, which basically let's you now integrate AgileCRM with 700+ other web apps, so this feature was a KEY for me.
- All your emails automatically load from your Gmail inside AgileCRM, no need to BCC some email address.
- Lots of sales, marketing, support, landing page, and amazing features added on at no additional cost.
- Now you can purchase add-ons such as user permissions, triggers, additional automation campaigns and others without having to upgrade all your users to the next subscription level (this is something I requested, and their team listened and did implement this).
-Their tech support is great, they care, they listen, and they modify/improve their system based on your feedback
- Their team update the app every few days

Cons: - Their standard subscription is $30/user/month if pre-paid for 2 years, otherwise $50/month, without too many added benefits for this level
- Their starter subscription limits your marketing campaigns (automation) to only 5 campaigns, with 10 nodes (steps) on each. The standard gives you 10 campaigns, with 25 nodes each (much better).
- Some updates happen without prior notifications to the user, and sometimes changes the User interface too drastically for some features.
- Their E-mail templates are limited, but you can still bring in your HTML templates or use their WYSIWYG editor.

Vendor Response

by Agile CRM on 2016/11/25

Hi Jaime,

Thanks for your appreciation and support.

All I need to work in one place

Reviewed on 2019/07/19
Guillermo G.
Sales & Marketing Manager
Education Management, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
4/5
Overall
5/5
Ease of Use
4/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Alexandrine Tabeau (facc ohio and adexma only)

Reviewed on 2020/01/08
Alexandrine T.
Executive Assistant
International Trade & Development, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source 
4/5
Overall
4/5
Ease of Use
3/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: very positive eventhough some of the features should be easier

Pros: Onboarding and trainings from [SENSITIVE CONTENT HIDDEN] are the best.
Good integration with google as well as linkedin
Also it is easy to use marketing automation, crm contact, follow up for deals, + telephony and sms campaigns.

Cons: quickbook integration is not available
some extra steps are needed to use the software, for example when you desactivate a campaign you have to remember to desactivate the contacts assigned.
Certains things need a knowledge that is only possible by doing lots of trainings

Sales and marketing CRM for developing bussinesses

Reviewed on 2019/12/30
Chamath N.
Chief Technology Officer
Computer Software, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
4/5
Ease of Use
4/5
Features & Functionality
4/5
Customer Support
4/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Agile is still immature software but I can see that they are working to improve the software. So, I conclude, saying that it is still worthy of using Agile CRM.

Pros: Many people want to work in one place. The significant advantage of the CRM software is that it
gives you to optimize almost everything. Every task is based on sales and marketing.
Generating and regenerating reports and records are things that you need to show to
companies. The pross include cleanliness.
The UI in the process is easy - to - use task. It is even suitable for small and medium scale bases
for customers through the use of social media. There are no complexities. It is effortless to set
up, and it is quick.

Cons: The customer support area should be improved more. For the first time, users may take a bit longer time to learn the Agile CRM but they have very good learning materials. I have faced some UI/UX issues with the calendar, I think they will work on that and it will be improved in upcoming versions.

Shoddy CRM backed by terrible support

Reviewed on 2019/11/02
Daniel R.
Owner
Marketing & Advertising, Self Employed
Used the Software for: 1-5 months
Reviewer Source 
2/5
Overall
2/5
Ease of Use
2/5
Features & Functionality
1/5
Customer Support
1/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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

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