Agile CRM Overview

What is 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.

Agile CRM Overview

Pricing

Starting from
$8.99/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

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

Screenshots

Agile CRM screenshot: Agile CRM's drag&drop dashboard
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

Agile CRM Reviews

Agile CRM Reviews

Overall rating
4.2
/
5
Excellent
193

Very good
125

Average
43

Poor
15

Terrible
12

Value for Money
4.3
Features
4.2
Ease of Use
4.2
Customer Support
4.1
82% recommended this app
Jaime N.

Amazing Complete CRM & Automation software: Great Infusionsoft or Salesforce alternative, for...

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.


Guillermo G.

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".


Ben S.

The most cost-effective marketing automation and CRM solution I can find

I was originally looking for a marketing automation system for myself, but most are incredibly expensive. I decided to try it and, after a brief learning period, have really fallen in love with it.

I've ended up recommending it many of my B2B clients and startup clients, who similarly are limited in budget. They are sceptical at first but then realise just how much it can do and how it can replace lots of existing disjointed (and expensive) tools.

Look, I'm sure Hubspot and the likes have benefits in some areas - but when you account for the cost difference it really is difficult to justify spending so much more!


Daniel R.

Shoddy CRM backed by terrible support

Overall a very bad experience. I can't find an option in the UI to cancel the subscription — there's a pause option but not a cancellation one. The support is unprofessional and rude.


Michael W.

My Review Of AgileCRM

I love it, and have also installed the free version for my own brand


Jaime N.
Industry: Marketing & Advertising
Company size: 2-10 Employees

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: GetApp

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

Guillermo G.
Industry: Education Management
Company size: 2-10 Employees

All I need to work in one place

Used Daily for 6-12 months
Reviewed on 7/19/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ben S.
Industry: Marketing & Advertising
Company size: Self Employed

The most cost-effective marketing automation and CRM solution I can find

Used Weekly for 6-12 months
Reviewed on 5/11/2020
Review Source: Capterra

I was originally looking for a marketing automation system for myself, but most are incredibly expensive. I decided to try it and, after a brief learning period, have really fallen in love with it.

I've ended up recommending it many of my B2B clients and startup clients, who similarly are limited in budget. They are sceptical at first but then realise just how much it can do and how it can replace lots of existing disjointed (and expensive) tools.

Look, I'm sure Hubspot and the likes have benefits in some areas - but when you account for the cost difference it really is difficult to justify spending so much more!

Pros

- it's almost an all-in-one product, but at a much more accessible price
- for the most part, the product is easy to use and I like how you can setup automations in an intuitive way
- when used correctly, the power of the product is so insightful
- PRICE!

Cons

- I think the platform overall could do with a cleaner design
- Sometimes it can be a bit tricky to find the thing you need (but customer service have always been quick to help)
- Would love some newer and more modern templates in emails etc.
- LinkedIn integration would make a huge difference

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 9.0/10

Daniel R.
Industry: Marketing & Advertising
Company size: Self Employed

Shoddy CRM backed by terrible support

Used Daily for 1-5 months
Reviewed on 11/2/2019
Review Source: Capterra

Overall a very bad experience. I can't find an option in the UI to cancel the subscription — there's a pause option but not a cancellation one. The support is unprofessional and rude.

Pros

The automation/workflow builder seemed to work

Cons

I was drawn to AgileCRM while searching for a cloud-hosted CRM that could help me build a basic drip email automation sequence.

What I found was that AgileCRM is a buggy CRM that is not suitable for business users.

Countless have pointed this out, but let me add my voice: unbranded emails are not standard and require paying an extra fee. This means that unless you pay extra (yes, to the paid plan), every email you sent through the CRM will have "Send with Agile", or something similar, in the footer. This reeks of extortion and this hidden cost instantly turned me off continuing with my evaluation.

In addition, the India-based support team is incompetent. Everything is "no problem, I understand your concern" and nothing actually gets resolved. I wasn't able to add several professional SMTP servers and the team didn't even seem capable of understanding why that was happening (hint: your SMTP editor should accept usernames even when they are not formatted as email addresses).

My advice to any business user: stay well clear.

Response from Agile CRM

Hi Daniel, thanks for your feedback and appreciate your response. One of our Support managers has already contacted you. Agile CRM is an all-in-one software that is used by sales, marketing, & support teams that might not require sending bulk emails. After the first free 5000 emails, to get more benefits like unbranded emails, we request our customers to purchase additional packs that offer tracking features.

We have standard SMTP functionalities to support and accommodate all users. At this point, we're afraid we do not offer customized configuration. However, we have already raised this request internally and our engineering team is working on it. You can contact our Support team for more info.

At Agile, we believe in transparent billings, while canceling your Agile CRM subscription, we provide a period of 2 months to confirm your cancellation and preserve data. This is also helpful for users if they want to temporarily pause their accounts and billing too. However, you can get in

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Michael W.
Industry: Graphic Design
Company size: Self Employed

My Review Of AgileCRM

Used Daily for 6-12 months
Reviewed on 4/14/2020
Review Source: Capterra

I love it, and have also installed the free version for my own brand

Pros

I like the ease of integration this product has and its functionality

Cons

Getting it set up, I feel it would benefit to have a way of installing key features for a number of real life business models for example - a walk through of installing key modules that would aid someone that was using it for example a "Real Estate", "Insurance" or "Car Salesman" business, so the user could follow a custom integration following a set of parameters that best meet the style of business that they are using it for.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.3/10
Based on 388 user ratings
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Agile CRM Pricing

Agile CRM Pricing

Starting from
$8.99/month
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)

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)

Value for Money
4.3/5
Based on 388 user ratings
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Agile CRM Features

Agile CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Database
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.2/5
Based on 388 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Agile CRM

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

    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: $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)

    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:

    Android, iPhone, iPad

    Q. What other apps does Agile CRM integrate with?

    Agile CRM integrates with the following applications:

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

    Q. What level of support does Agile CRM offer?

    Agile CRM offers the following support options:

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