Agile CRM

4.1 (522)
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Sales and marketing CRM for growing businesses

About 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.


Key benefits of Agile CRM

  • 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.

  • Images

    Agile CRM Software - Agile CRM's drag&drop dashboard
    Agile CRM Software - Drill-down reporting in Agile CRM
    Agile CRM Software - Agile CRM's contact management timeline
    Agile CRM Software - Agile CRM's project management timeline
    Agile CRM Software - Create periodic triggers with Agile CRM. These can be customized to fit specific goals
    Agile CRM Software - Generate reports in Agile CRM
    Agile CRM Software - Track deals, move milestones, and check ongoing deals from Agile CRM's mobile app
    Agile CRM Software - Create and manage tasks and events in the Agile CRM mobile app
    Agile CRM Software - Integrate the Agile CRM mobile app with Google Calendar
    View 12 more
    Agile CRM video
    Agile CRM video
    Agile CRM video
    Agile CRM Software - Agile CRM's drag&drop dashboard
    Agile CRM Software - Drill-down reporting in Agile CRM
    Agile CRM Software - Agile CRM's contact management timeline
    Agile CRM Software - Agile CRM's project management timeline
    Agile CRM Software - Create periodic triggers with Agile CRM. These can be customized to fit specific goals
    Agile CRM Software - Generate reports in Agile CRM
    Agile CRM Software - Track deals, move milestones, and check ongoing deals from Agile CRM's mobile app
    Agile CRM Software - Create and manage tasks and events in the Agile CRM mobile app
    Agile CRM Software - Integrate the Agile CRM mobile app with Google Calendar

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    Reviews

    Overall rating

    4.1 /5
    (522)
    Value for Money
    4.1/5
    Features
    4.1/5
    Ease of Use
    4.0/5
    Customer Support
    4.0/5

    Already have Agile CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 522
    Guillermo
    Guillermo
    Overall rating
    • Industry: Education Management
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    All I need to work in one place

    Reviewed on 19/07/2019

    The biggest benefit that this software has given me has been to optimize everything that has to do...

    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.

    Divaldo
    Overall rating
    • Industry: Consumer Services
    • Company size: Self Employed
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Fantastic CRM system

    Reviewed on 11/01/2023

    I had integrated the agile CRM with facebook and since we had ads running to capture leads, it was...

    I had integrated the agile CRM with facebook and since we had ads running to capture leads, it was spectacular, because the automation was ready, there was a lot of engagement with customers and they felt special.

    Pros

    Agile CRM was one of the most important tools for managing my business, excellent for capturing leads, automating and controlling all activities. What I loved most was email automation.

    Cons

    Recently they launched another tool and they stopped paying so much attention to this tool, also over the years I tirelessly requested the addition of more currencies which was not done.

    An
    An
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 2–10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 6.0 /10

    Virtual Quality Account, Ease of use

    Reviewed on 27/08/2021

    Simple using for only recorded and track deal is fine. If you expect to know in depth as Report,...

    Simple using for only recorded and track deal is fine. If you expect to know in depth as Report, Forecast in Details, Customization as your needs this not a best choices.

    Pros

    AgileCRM offer the Score Lead and Star-Rank for People and Company, help you to priority your time to spend on account and feedback to marketing team on their campaign lead. Deal board offer 3 view as complex/tight/wide depend on what you want to see the distances of each stage. Product is offered, include discount too, save your time. People in Company show as table you could choose column and see information you want with scroll to right

    Cons

    Default size of column, if you choose much column system narrow size default column as Name it make user hard to recognize account with just few word. Report for only for enterprises plan if below you only offered Weekly Report. Deal Widget shown only line chart, piece chart for forecast revenue/ quantity of deals, cant click to see details

    Alternatives Considered

    Salesmate, Capsule and Pipedrive

    Reasons for Switching to Agile CRM

    They have the same layout as Three column page and better in report, forecast and customization for your need with your unique business and help your sales team.
    Zandrich
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Agile - More than just CRM

    Reviewed on 17/05/2022

    With an enormous set of automated tools and processes, using Agile has become absolutely essential...

    With an enormous set of automated tools and processes, using Agile has become absolutely essential to our operation. Potential sales are monitored along with KPIs and success rates. Another aspect I personally appreciate is that dashboards are modular/extendible, allowing me a complete overview of everything that matters to my work at a glance.

    Pros

    Having all our tools unified in one system, all our databases automatically completed and maintained, all interactions logged, and all processes tracked - has made Agile CRM the foundation of every department in our establishment. Given the price point over functionality and support, there is simply no alternative to Agile.

    Cons

    Although it would be difficult to find fault with Agile on the surface, Agile CRM lacks integration with a few niche APIs we happen to use.

    Alternatives Considered

    Neon CRM

    Reasons for Switching to Agile CRM

    Agile CRM was somewhat cheaper at the lower price point for SMBs, and offered greater functionality.
    Verified Reviewer
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 51–200 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Agile CRM Review

    Reviewed on 25/07/2019

    Overall, I'd say I've had a pretty satisfying experience with the product, nothing out of the...

    Overall, I'd say I've had a pretty satisfying experience with the product, nothing out of the world, but gets the job done.

    Pros

    - Contacts import and export is very simple

    - Calendar and other time management tools are pretty neat

    - Great integration across multiple marketing tools

    - Social media and email campaign management is a great add

    - Detailed report-generation.

    Cons

    - Organisation of different compartments within the tool can be a bit difficult

    - Rich feature-set leads to a challenging learning curve to go over.

    Alternatives Considered

    Zoho CRM and HubSpot CRM

    Reasons for Switching to Agile CRM

    Had the right feature-set and price balance for us at the time.
    Showing 5 reviews of 522 Read all reviews

    Agile CRM FAQs

    Below are some frequently asked questions for Agile CRM.

    Agile CRM offers the following pricing plans:

    • Starting from: USD 8.99
    • Pricing model: Free Version
    • 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)

    Agile CRM has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Agile CRM supports the following languages:

    English, French, Italian, Portuguese, Russian, Spanish

    Agile CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Agile CRM integrates with the following applications:

    Adobe Commerce, Braintree, ClickDesk, CreateForm, Drupal, Drupal Commerce, FreshBooks, FullContact, Gravity Forms, Help Scout, Joomla, JoomlaLMS, Leadpages, LinkedIn for Business, LiveHelpNow, Meta for Business, Plivo, QuickBooks Online Advanced, RingCentral Contact Center, SendGrid, Shopify, Stripe, Stripe Billing, Tidio, Twilio, Twitter/X, Unbounce, UserVoice, WooCommerce, WordPress, Wufoo, Xero, Zapier, Zendesk Suite

    Agile CRM offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for Agile CRM.