About Agile CRM

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management, a landing-page builder and knowledge base functionalities. The contact management module lets users record and access customer data such as contact information, interaction records, social-media accounts and lead scores. The software also offers email integration, which allows users to sync data with email services including Gmail, Microsoft Exchange and Office 365 and IMAP services. Users can track website visitors to analyze customer behavior, and marketing automation tools help users create marketing workflows with a drag-and-drop interface. Users can also send automatic reminders based on time and contact options. Agile CRM also includes task management functionality. Users can drag-and-drop tasks in lists, sort tasks, add notes and update task status. Social media integrations allow users to publish and respond to posts on social channels such as Facebook, LinkedIn and Twitter. Pricing is per user per month. Phone and email support is available.
Agile CRM Software - Agile CRM correspondence history
Agile CRM Software - Agile CRM drag and drop interface
Agile CRM Software - Agile CRM create template
Agile CRM Software - Agile CRM theme and layout
Agile CRM Software - Agile CRM opportunities
Agile CRM Software - Agile CRM telephony preferences
Agile CRM video
Agile CRM Software - Agile CRM correspondence history - thumbnail
Agile CRM Software - Agile CRM drag and drop interface - thumbnail
Agile CRM Software - Agile CRM create template - thumbnail
Agile CRM Software - Agile CRM theme and layout - thumbnail
Agile CRM Software - Agile CRM opportunities - thumbnail

Agile CRM pricing

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
Pricing Details:
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)
Free Version:
Yes
Free trial:
Yes

Alternatives to Agile CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and...

HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track...

Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales...

Salesforce Sales Cloud

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise...
Odoo Point of Sale (POS) is part of Odoo’s integrated suite of business applications. The module is available both on...

HubSpot Marketing Hub

HubSpot is a leading growth platform. Over 52,000 total customers in more than 100 countries use HubSpot’s award-winning...

Agile CRM Reviews

Feature rating

Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
4
5 reviews of 405 View all reviews
Erik R.
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
3

5
Reviewed on 17/04/2018

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.

Guillermo G.
  • Industry: Education Management
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 19/07/2019

All I need to work in one place

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.

Lee M.
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
1
Features
2
Ease of Use
2
Customer Support
1

1
Reviewed on 03/01/2022

Used to be Good - Now nothing more than a scam

Used to use heavily (20,000+ contacts) but it'd become such a broken product I wouldn't recommend it to even the smallest of users. It has no reliability at this point.

Pros

Agile CRM at one point was a great reasonably-priced solution for start-ups looking for basic contact management with some campaign management features, etc. Sadly, the Pros are long-gone and Agile CRM is nothing more than a scam today with most of the add-on features, as well as basic things like email, hardly ever working.

Cons

Campaign sending has been flaky for at least 8 months with emails consistently not being sent, no logs tracking info, and a customer service team that always responds "their back-end team will be taking a look at it". As these issues go on for weeks they still bill out the $79 / month enterprise fee per user plus add-on email costs without rectifying the issue. It's gotten so bad that at times users can't even reset their own password because AgileCRM's PW emails won't even send. They blame this on an internal API Key issue - again been weeks on something as simple as resetting your password. This is a total waste of a product at this point.

Verified Reviewer
  • Industry: Publishing
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
0

4
Reviewed on 02/11/2021

It shortened our response time

Pros

The Automatic Call Distribution helped us make our response time as short as 5 minutes which made our customers happy and reduced the chrun.

Cons

It didn't came with Call Tracking, Call List Management and Batch Processing.

Alternatives Considered

Odoo

Switched From

Salematics
Joshua M.
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
3

4
Reviewed on 04/04/2021

Good little CRM for a great price

Great system for tracking and following up with clients through the sales, marketing and implementation phases of the customer relationship.

Pros

Agile has a very expansive set of features that I could not find on other similarly priced products. It is reasonably priced for solopreneurs and offers a grown-up set of features for even small companies. The system is very configurable and offers user-defined fields for contact, company, and deal records - most other CRM solutions don't.

Cons

It looks like it needs a facelift - the UI could be improved as it doesn't look like there has been an update in many years. I would like to see a view that combines the information from contact, company, and deal records on one screen.

Alternatives Considered

HubSpot Marketing Hub and HubSpot CRM

Reasons for Choosing Agile CRM

Hubspot was much more money for similar features

Related categories