Agile CRM

Agile CRM

Sales and marketing CRM for growing businesses

4.2/5 (318 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
$9/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
4.2/5
82% positive reviews
157
Excellent
105
Very good
37
Average
11
Poor
8
Terrible

Agile is a Fantastic Solution in a Crowded Market

Used Daily for 1+ year
Reviewed on 11/28/2018
Review Source: SoftwareAdvice

I feel like I am becoming a CRM expert. I have used and suggested many CRMs over the years, and I feel like I have seen it all. When I look for a CRM in 2018, I ask myself 3 questions. Question 1: Who is going to use these features? If my team lacks tech savviness, if they are going to be picky about the UI, or if they are used to a different platform, you could run into problems. At the end of the day, a CRM should be invisible, and it should be as natural as using your body. If you team struggles to use their tools, you will run into problems. There's no point in blaming your team if the tool is hard to learn. The job needs to be done either way. (Keeping a mobile option in mind is a good idea as well. Don't underestimate the value of client's won at a bar.) Question 2: How quickly will the system be up to 100% functionality? Every day that you team has to track client data on Post-Its is a day that you're throwing information in the trash (and hanging your Marketing + Support out to dry). Expect a month to get set up, but anything over 3 months is too long. Even if you're an enterprise, you can't afford to fly blind for that long. Also, integrations, integrations, integrations... If the sales rep can't demo a tool you use daily running on their CRM, demand a "no commitment demo" period. Most companies will try to lock you into a one year commitment, but it is perfectly reasonable to know everything works together in harmony. Question 3: Is this the right price for me? The thing about CRMs is that there are hundreds of them. It's impossible to say which one is right for you because in reality, there are probably a dozen you will love. If you feel that you are down to 2 or 3 CRMs that seem identical, they probably are... Go for the one that is priced right and ready to scale WITH YOU.

Agile is great on all these fronts. Easy to use. Beautiful UI. Easy to set up. Very affordable option. Love 'em. You won't be disappointed.

Pros

Agile is so clean. The UI is easy to use right out of the box.
Great for small to medium customer bases that use social media.
Quick and easy to set up.
Support is FANTASTIC!
Great automated features.
All the great things you would expect from a cloud based CRM: Customer + Deal tracking, notes and communication history, marketing analytics, scheduling, etc.

Cons

It's hard to call all of these "cons", but let's say "growing pains". Agile is still a young software.

We had some problems setting up links between our WordPress site. They were quickly resolved to 100% satisfaction, but they had my boss pulling his hair out for a few days.

We have run into a few other issues that I would call "buggy". Some graphical, some needing to refresh a page, but nothing has halted production. All have resolved themselves.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

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

Used Daily for 6-12 months
Reviewed on 11/24/2016
Review Source

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.

Response from Agile CRM

Hi Jaime,

Thanks for your appreciation and support.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

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

Used Daily for Free Trial
Reviewed on 10/26/2018
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

Agile CRM is a Great First Step into the CRM World

Used Daily for 1+ year
Reviewed on 4/17/2018
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

Good overall system with a few glitches

Used Daily for 1+ year
Reviewed on 8/15/2018
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

Agile CRM Pricing

Starting from
$9/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
  • Customizable Templates
  • Email Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

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

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: $9/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:

    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