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.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico

    Supported Languages

    English, French, Italian, Portuguese, Russian, Spanish

    Images

    Agile CRM's drag&drop dashboard
    Drill-down reporting in Agile CRM
    Agile CRM's contact management timeline
    Agile CRM's project management timeline
    Create periodic triggers with Agile CRM. These can be customized to fit specific goals
    Generate reports in Agile CRM
    Track deals, move milestones, and check ongoing deals from Agile CRM's mobile app
    Create and manage tasks and events in the Agile CRM mobile app
    Integrate the Agile CRM mobile app with Google Calendar
    View 10 more
    Agile CRM video
    Agile CRM video
    Agile CRM video
    Agile CRM screenshot: Agile CRM's drag&drop dashboard Agile CRM screenshot: Drill-down reporting in Agile CRM Agile CRM screenshot: Agile CRM's contact management timeline Agile CRM screenshot: Agile CRM's project management timeline Agile CRM screenshot: Create periodic triggers with Agile CRM. These can be customized to fit specific goals Agile CRM screenshot: Generate reports in Agile CRM Agile CRM screenshot: Track deals, move milestones, and check ongoing deals from Agile CRM's mobile app Agile CRM screenshot: Create and manage tasks and events in the Agile CRM mobile app Agile CRM screenshot: Integrate the Agile CRM mobile app with Google Calendar

    Features

    Total features of Agile CRM: 76

    • A/B Testing
    • API
    • Appointment Management
    • Auto-Dialer
    • Auto-Responders
    • Automated Sales
    • Behavior Tracking
    • Calendar Management
    • Calendar Sync with Google
    • Call Recording
    • Call Scripting
    • Campaign Management
    • Campaign Planning
    • Campaign Scheduling
    • Click Tracking
    • Computer Telephony Integration
    • Contact Database
    • Contact History
    • Contact Management
    • Conversion Rate Optimization
    • Conversion Tracking
    • Custom Forms
    • Custom Landing Pages
    • Customer Segmentation
    • Customizable Templates
    • Document Management
    • Drag & Drop Interface
    • Drip Marketing
    • Email Alerts
    • Email Integration
    • Email Marketing Management
    • Email Templates
    • Email Tracking
    • Engagement Analytics
    • Event Calendar
    • Event Triggered Actions
    • Follow-up Scheduling
    • Gamification
    • Help Desk Management
    • Invoice Management
    • Landing Page Templates
    • Lead Assignment
    • Lead Generation
    • Lead Management
    • Lead Nurturing
    • Lead Scoring
    • Mobile Alerts
    • Monitoring
    • Multi-Campaign
    • Multi-Channel Management
    • Multi-Channel Marketing
    • Newsletter Management
    • Project Management
    • Project Tracking
    • Projections
    • Prospecting Tools
    • ROI Analytics
    • Real Time Notifications
    • Reporting & Statistics
    • Sales Analytics
    • Sales Forecasting
    • Sales Reporting
    • Social Media Integration
    • Support Ticket Management
    • Support Ticket Tracking
    • Surveys & Feedback
    • Task Management
    • Third Party Integration
    • Timeline Management
    • Voice Mail
    • WYSIWYG Editor
    • Web Analytics
    • Web Forms
    • Website Integration
    • Widgets
    • Workflow Management

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    Reviews

    Overall rating

    4.2 /5
    (398)
    Value for Money
    4.3/5
    Features
    4.2/5
    Ease of Use
    4.1/5
    Customer Support
    4.1/5

    Already have Agile CRM?

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

    Write a Review!
    Showing 5 reviews of 398
    Erik R.
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Agile CRM is a Great First Step into the CRM World

    Reviewed on 2018-04-17

    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.
    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 2019-07-19

    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.

    Tom G.
    Overall rating
    • Industry: Retail
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Good CRM but with some major ongoing bugs that they will not resolve

    Reviewed on 2020-11-30

    I have been using since 2008 - connecting JSON nodes to read data directly from Google sheets. I...

    I have been using since 2008 - connecting JSON nodes to read data directly from Google sheets. I know more about Agile then most of their own staff. I have brought this exact issue many times.... and no change.

    So beware of this company, and the stupid bugs they refuse to fix.

    Pros

    Emails are cheap to send -- JSON node is very powerful allowing high levels of integration and automation.

    Cons

    Bug when trying to "copy" a campaign.
    It just gets stuck after adding the word "copy" to the start of the campaign name, and a pop up saving "saved" does not show. If you don't realise you did not see the popup, then you then think it has made the copy.... but you are still working in the old campaign. Many times this has lead us to overwrite our original campaign.

    Right now, I simply need to copy the campaign so send another our email for Black Friday.
    After 30min trying everything, including restarting my computer. I still have this bug and cannot complete a very simple task --- which now is proving very costly.

    Response from Agile CRM

    Hi Tom,
    We are really sad that you had a bad experience with Agile CRM. We have always been a customer focused company and constantly endeavor to deliver the best services. Our product team also focuses on regularly rolling out more advanced and robust features. However, in this process, there remains certain features which are more complex to operate or have a bigger learning path. I recommend you to contact our customer success team for a personalized training so that you can get a better understanding on how to use them more efficiently.
    Thank you

    Brandon D.
    Overall rating
    • Industry: Airlines/Aviation
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Agile Review

    Reviewed on 2020-10-06

    Agile as mentioned provides a reliable service, and geared toward small-mid sized businesses....

    Agile as mentioned provides a reliable service, and geared toward small-mid sized businesses. Larger companies would find better options.

    Pros

    Agile provides a reliable database for all things from quality findings to ECO change implementations. Customized reports are a nice feature and searching is made easy.

    Cons

    Agile has some limitations with ERP features, two different softwares are utilized due to needs of each department. Preference would be for a one stop shop.

    Javier S.
    Overall rating
    • Industry: Entertainment
    • 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 8.0 /10

    Great Customer Support and Features

    Reviewed on 2020-01-29

    Pros

    Their customer support is great as the hability to send personalized bulk emails.

    Cons

    User interface and report customization.

    Showing 5 reviews of 398 Read all reviews

    Agile CRM FAQs

    Below are some frequently asked questions for Agile CRM.

    Agile CRM offers the following pricing plans:

    • Starting from: US$8.99/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)

    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 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 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

    Agile CRM has the following typical customers:

    Small Business, Large Enterprises, Freelancers, Mid Size Business

    Agile CRM supports the following languages:

    English, French, Italian, Portuguese, Russian, Spanish

    Agile CRM supports the following devices:

    Android, iPhone, iPad

    Agile CRM integrates with the following applications:

    Akita, Clearlogin, ClicData, Help Scout, Kissflow Digital Workplace, ProjectManager.com, SimplyCast, Tidio, Workato, Zendesk

    Agile CRM offers the following support options:

    Online Support, Phone Support, Video Tutorials, Knowledge Base, FAQs

    Related categories

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