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Audience

Small to mid-sized businesses that want to improve sales, marketing, and automation

About Agile CRM

All-in-One CRM. Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud based SaaS service that is mobile-ready, fast, and simple to use. Agile CRM gives you a range of prepackaged email marketing templates to give your business the visually appealing, professional look and feel it needs. Check out Agile’s email marketing template examples, then select the template you prefer, draft your message, and automate the send. You can also create custom templates—with no programming experience—that pull in your branding for added impact. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud-based SaaS service that is mobile-ready, fast, and simple to use.

Pricing

Starting Price:
$8.99 per user per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews - 9 User Reviews

Overall 4.3 / 5
ease 4.2 / 5
features 4.4 / 5
design 4.1 / 5
support 3.8 / 5

Company Information

Agile CRM
Founded: 2012
United States
agilecrm.com

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
24/7 Live Support
Online

Agile CRM Frequently Asked Questions

Q: What kinds of users and organization types does Agile CRM work with?
Q: What languages does Agile CRM support in their product?
Q: What kind of support options does Agile CRM offer?
Q: What other applications or services does Agile CRM integrate with?
Q: Does Agile CRM have a mobile app?
Q: What type of training does Agile CRM provide?
Q: Does Agile CRM offer a free trial?
Q: How much does Agile CRM cost?

Agile CRM Product Features

CRM

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

Call Center

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Real-time Chat
Reporting/Analytics
Database
Queue Management

Call Tracking

CRM
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition
Call Log
Keyword Tracking

Campaign Management

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

Customer Service

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

Customer Success

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

Email Management

Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting
Data Recovery

Email Marketing

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
Template Management
WYSIWYG Email Editor
Artificial Intelligence
Subscriber Management

Email Signature

Campaign Specific Signature
Content Creation
Image Management
Legal Disclaimer
Signature Management
Social Media
Templates
Auto Update

Email Tracking

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

Gamification

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

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Project Management

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

Push Notifications

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

SMS Marketing

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

Sales Force Automation

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

Social Media Marketing

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

Social Media Monitoring

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

Task Management

Collaboration
Create Subtasks
Gamification
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Gantt Charts

Web Analytics

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

Agile CRM Additional Categories

Agile CRM Reviews

Write a Review
  • An Agile CRM User
    Principal Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Decent CRM for CPA Firms"

    Posted 2022-02-28

    Pros: This software had the ability to be integrated with a lot of other software I was using at the time which was very beneficial.

    Cons: Support left something to be desired. If something went wrong, it didn’t always have an easy resolution.

    Overall: Overall the CRM was effective in the time I utilized it, but ultimately wasn’t the right fit in the long term for my purposes.

    Read More...
  • An Agile CRM User
    Office Manager
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Agile"

    Posted 2021-09-01

    Pros: Agile CRM is user friendly and the price point works well for our small company, especially as we grow.

    Cons: AgileCRM does not have all of the marketing capabilities that we had with HubSpot, but for a fraction of the price we can make it work.

    Overall: Overall, AgileCRM's functionality and ease of use work well for our company currently. We have 2 products, so it is nice to have 2 separate systems and we can afford that due to the pricing structure.

    Read More...
  • Esmeralda C.
    Business Partner Global Functions
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Agile CRM integrates user interaction strategies and provides marketing strategies"

    Posted 2021-07-22

    Pros: Using the Agile CRM application we have developed a remarkable growth and optimal performance in sales and marketing of our service. It's management with our users is one of the most profitable advantages since we can establish contact with them through social networks, telephone, or text messaging to establish permanent contact and be decisive in our marketing strategies.

    Cons: The application in its description details that it has a database shared with other affiliated organizations, but the truth is that to access them and extract the contacts of potential customers must be done one by one; it does not offer a section of analysis of descriptions and sectorize potential new customers to offer them our service.

    Overall: In general terms, we consider that Agile CRM lacks important actions that allow us to obtain favorable results for our company in terms of marketing. However, its integration of predictive analytics that determine our possibilities with our customers and take strategic actions to increase our interaction with them is of good benefit.

    Read More...
  • Gary D.
    Owner
    Used the software for: 2+ Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "High Functionality Low Cost"

    Posted 2021-05-21

    Pros: Great value for what you pay with this software. Relatively easy to use. Does not require a lot of technical skill. Walk through tutorials for most of the functionality and use cases.

    Cons: Fully-loaded software. Can get lost with all the functionality which makes it easy to get side-tracked or trying to do too much.

    Overall: Great functionality and integration into other tech. The software features are categorized by function, sales, marketing and service. End-to-end crm for majority of your business needs. Just connect your accounting and you can run your entire business with Agile CRM!

    Read More...
  • Andrea N.
    Executive Assistant
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Agile CRM has a simple and modern interface for marketing automation"

    Posted 2021-03-29

    Pros: Operating with this application can provide a formidable work experience within a company's marketing, sales and customer service development. In perspective, it has been very useful in sales follow-up, although its contact management functions are very complete. It has follow-up management through text messaging, social networks and calls that allow us to be in permanent contact with users.

    Cons: Although a database of pre-established customers is provided, the application does not offer a section that analyzes a database integration of potential customers, which hinders the goal of expansion through different communication channels and grow in terms of sales and marketing.

    Overall: To be accurate, although it is an application that aims to increase positive marketing and sales results, it lacks many features to achieve it. However, it has useful options to try to meet the objectives it has set for itself.

    Read More...
  • Rodrigo V.
    Chief Marketing Strategist
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "AgileCRM shows more options than traditional crm's"

    Posted 2021-03-21

    Pros: By being able to include both sales automation and marketing process tracking tools, AgileCRM offers a much more advanced level of management than the average crm that abounds within the customer relationship management market. AgileCRM website analytics can be shared through a variety of means.

    Cons: Since AgileCRM has everything we need to have a sufficiently comfortable customer support management, it has been decided not to mention negative points. The AgileCRM platform is excellent for meeting the demands of modern customers, who are more focused on getting quality quickly and directly.

    Overall: AgileCRM is a full-featured crm service, which does not suffer from any telephone link cadences or difficulties in the movement of emails, and that is enough not only to establish routine tasks that do not have any problems, but also to improve the ability to communicate with the entire clientele.

    Read More...
  • Max S.
    Contact Center Engineer
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Best bang for your buck CRM"

    Posted 2021-02-22

    Pros: Lots of connections to this CRM, very cost effective, able to link forms to your website to drive data right into your CRM.

    Cons: I didn't have any cons with this CRM it did everything we needed it to do.

    Overall: Had this CRM for two years and it was great using their platform to connect to our office 365 and website.

    Read More...
  • An Agile CRM User
    Owner
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Lacks Consistency And Follow Through"

    Posted 2020-11-30

    Pros: On paper, the solution appears to be a win-win.
    It is possible to book a support session to do a how-to but it can take 1 - 5 days to get a session.
    If you only need basic email features, it works.

    Cons: - Poor support and lacks follow through resulting in bugs that never get fixed;
    - The plugin and existing integrations have not been updated in 2yrs;
    - Agile CRM does not communicate with its customers to advise of new integrations, updates, etc., most likely because they are no being done;
    - The GUI is not intuitive;
    - FAQ's (videos and blogs) are outdated and are not relevant;
    - No new content or functionality has been developed in 12 - 24 months;
    - Landing page functionality is rudimentary and will generate privacy errors even if your site is HTTPS;
    - Poor social media integration. It is not consistently operational;
    - Requires experienced integrators to set it up regardless of it being clean or a migration;

    Overall: Agile CRM is outdated and poorly supported.
    While it is possible to book a support person to help you, the wait for a technician can be 1 - 5 days.
    If you want to use the Support Desk function, you have to pay for another user. As an example, when you purchase the Enterprise plan, it will be USD795 per year.
    For every new support person or sales person or any other user, it is an additional USD795 per year.
    For the value, there are other solutions that are better supported, actually work, have less down time and communicate with their customers about forth coming builds.

    Unfortunately, what Agile CRM promotes in their marketing is not true.

    Read More...
  • Chet N.
    Ceo
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Works well"

    Posted 2020-05-05

    Pros: Very simple and easy to use and set up. Makes it easy to track your leads and know when to follow up.

    Cons: There isn't anything that I didn't like admit it.

    Overall: Overall it's great and I'd recommend you anyone to use if they want to close more sales and follow up.

    Read More...