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

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

    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: 229

    • A/B Testing
    • API
    • Account Alerts
    • Account Management Software
    • Activity Tracking
    • Alerts / Escalation
    • Alerts/Notifications
    • Analytics/ROI Tracking
    • Appointment Management
    • Appointment Scheduling Software
    • Archiving & Retention
    • Audience Targeting
    • Auto-Dialer
    • Auto-Responders
    • Automated Publishing
    • Automated Routing
    • Automatic Call Distribution
    • Behavior Tracking
    • Billing & Invoicing
    • Blended Call Center
    • CAN SPAM Compliance
    • CRM Software
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Center Management
    • Call Disposition
    • Call Logging
    • Call Management
    • Call Monitoring
    • Call Recording Software
    • Call Routing
    • Call Scheduling
    • Call Scripting
    • Call Tracking Metrics
    • Caller ID
    • Campaign Management Software
    • Campaign Planning
    • Campaign Scheduling
    • Campaign Segmentation
    • Campaign Specific Signature
    • Cataloging/Categorization
    • Channel Management Software
    • Click Tracking
    • Client Portal
    • Collaboration Tools
    • Communication Management
    • Competitive Analysis
    • Computer Telephony Integration
    • Contact Database
    • Contact Management Software
    • Content Management System (CMS) Software
    • Contextual Targeting
    • Contract/License Management
    • Conversion Rate Optimization
    • Conversion Tracking
    • Cost-to-Completion Tracking
    • Create Subtasks
    • Customer Database
    • Customer Engagement Software
    • Customer Management
    • Customer Segmentation
    • Customer Service Analytics
    • Customer Support Software
    • Customer Surveys
    • Customizable Branding
    • Customizable Fields
    • Customizable Forms
    • Customizable Templates
    • Customization
    • Dashboard Software
    • Data Import/Export
    • Device Targeting
    • Document Management Software
    • Document Storage
    • Drag & Drop
    • Drip Campaigns
    • Dynamic Content
    • Email Alerts
    • Email Campaign Management
    • Email Management Software
    • Email Marketing Software
    • Email Monitoring
    • Email Response Control
    • Email Templates
    • Email Tracking Software
    • Engagement Analytics
    • Event Calendar
    • Event Triggered Actions
    • Expiry Notifications
    • FAQ
    • Field Sales Management
    • File Sharing Software
    • For Call Centers
    • For Sales Teams/Organizations
    • Forecasting
    • Gamification Software
    • Geotargeting
    • Goal Setting / Tracking
    • Help Desk Management
    • IVR / Voice Recognition
    • Image Library
    • Inbound Call Center
    • Influencer Tracking
    • Interaction Tracking
    • Interaction Tracking
    • Internal Chat Integration
    • Invoice Management
    • Issue Management
    • Keyword Filtering
    • Keyword Tracking
    • Knowledge Base Management
    • Knowledge Management Software
    • Landing Pages/Web Forms
    • Lead Capture Software
    • Lead Distribution
    • Lead Generation Software
    • Lead Management Software
    • Lead Nurturing Software
    • Lead Qualification
    • Lead Segmentation
    • Lead Verification/Validation
    • Leaderboards
    • List Management
    • Live Chat Software
    • Location Tracking
    • Macros/Templated Responses
    • Manual Dialer
    • Marketing Automation Software
    • Milestone Tracking
    • Mobile Access
    • Mobile Alerts
    • Mobile Coupons
    • Mobile Keywords
    • Mobile Optimized Emails
    • Monitoring
    • Multi-Account Management
    • Multi-Campaign
    • Multi-Channel Communication
    • Multi-Channel Management
    • Multi-Channel Marketing
    • Multiple Site Management
    • Network Monitoring Software
    • Newsletter Management
    • Notification Scheduling
    • Onboarding Software
    • Opportunity Management
    • Outbound Call Center
    • Pageview Tracking
    • Percent-Complete Tracking
    • Performance Metrics
    • Pipeline Management
    • Portfolio Management
    • Post Scheduling
    • Power Dialer
    • Predictive Dialer Software
    • Preview Dialer
    • Product Catalog
    • Progressive Dialer
    • Project Management Software
    • Project Planning/Scheduling
    • Project Tracking Software
    • Projections
    • Proposal Generation
    • Prospecting Tools
    • Queue Management
    • Quotes/Estimates
    • Real Time Notifications
    • Real-Time Chat
    • Recurring Tasks
    • Referral Tracking
    • Remote Access/Control
    • Reporting & Statistics
    • Reporting/Analytics
    • Reporting/Project Tracking
    • Request Escalation
    • Resource Management Software
    • Response Management
    • Revenue Management Software
    • Routing
    • Sales Automation
    • Sales Forecasting Software
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Scheduled Messaging
    • Search/Filter
    • Segmentation
    • Self Service Portal
    • Service Level Agreement (SLA) Management
    • Shared Inboxes
    • Signature Creation
    • Signature Management
    • Signature Templates
    • Social Media Integration
    • Spam Blocker
    • Subscriber Management
    • Support Ticket Management
    • Support Ticket Tracking
    • Survey/Poll Management
    • Surveys & Feedback
    • Task Editing/Updating
    • Task Management Software
    • Task Progress Tracking
    • Task Scheduling
    • Task Tagging
    • Team Management Software
    • Template Management
    • Territory Management
    • Third Party Integrations
    • Ticket Management
    • Time & Expense Tracking
    • Time Tracking Software
    • Time on Site Tracking
    • Timeline Management
    • Usage Tracking/Analytics
    • User Interaction Tracking
    • Voice Mail
    • WYSIWYG Editor
    • Web Forms
    • Web Notifications
    • Web-based Deployment
    • Website Analytics
    • Website Integration
    • Whitelisting/Blacklisting
    • Widgets
    • Win / Loss Analysis
    • Workflow Configuration
    • Workflow Management Software

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    Reviews

    Overall rating

    4.2 /5
    (403)
    Value for Money
    4.2/5
    Features
    4.2/5
    Ease of Use
    4.1/5
    Customer Support Software
    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 403
    Erik R.
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software

    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 Software
    • 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.

    Joshua M.
    Overall rating
    • Industry: Management Consulting
    • Company size: Self Employed
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Good little CRM for a great price

    Reviewed on 2021-04-04

    Great system for tracking and following up with clients through the sales, marketing and...

    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.

    David K.
    Overall rating
    • Industry: Arts & Crafts
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 0.0 /10

    A jumbled mess of features that don't work.

    Reviewed on 2019-08-09

    I wasn't able to solve any business problems with Agile, as every feature I tried to use was broken...

    I wasn't able to solve any business problems with Agile, as every feature I tried to use was broken or flawed in some way. From importing contacts from a CSV, to Facebook, to any other feature like newsletters and html templates.

    Pros

    The automated features, when they did work, were nice.

    Cons

    Pretty much every feature had some sort of flaw. From doing absolutely nothing when I clicked on it, to having some requirement that I had to call customer service for to find out. Their customer support is also a joke. After choosing your selection on the phone it will ring and ring then send you to voicemail without notification of doing so. Once you receive a call back, IF you do, you speak with someone you can barely understand, who basically told me that there is nothing they can do for me, their "teams" are working on fixes for my miscellaneous problems, and suggested I try other integrations as a work around. They couldn't give me an expected time they issues will be resolved. Upon trying their work around it wasn't what I needed at all. I was basically told "too bad" and to just sit and wait for a fix. Also, when you try to cancel your subscription it tells you that someone will have to call you to do so, and it could be over 48 hours until they do.

    Response from Agile CRM

    Hello David!
    Thank you for taking the time to review us. We see that you have canceled your account due to some issues with Agile CRM and really sorry to hear about the cancellation. However, we have not are just limited to Call support, rather, we also have Chat and email support for immediate help. With Recent Implementation of Privacy norms, we are restricting on API's but our team is continuously working on Tickets. We have found many customers coming back to us to undo this cancellation request and thus, our team tries to explain the outcomes of the cancellation process and more importantly helps you to meet your business requirements by exploring the various features of our tool. Once the account is canceled, your data gets erased automatically and hence is an irreversible process. Also, we would like to you let you know that we are coming up with 500apps.com which is an ALL-IN-ONE Suite of apps including Social Suite and many useful apps. Write to us at [email protected]

    Verified Reviewer
    Overall rating
    • Industry: Real Estate
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Value and Functionality

    Reviewed on 2021-02-11

    Agile has been a breath of fresh air when I needed something free. When I upgraded to the paid...

    Agile has been a breath of fresh air when I needed something free. When I upgraded to the paid version for our company, it did everything we needed from Salesforce for a quarter of the price.

    Pros

    While it's developed overseas, the help and set up team are responsive and will often do the setup for you while you wait. The end result functionality is the same even if the way you go about it is different for other software.

    You can even use the free version for basic CRM features that others make you pay for.

    Cons

    There is a learning curve, as with any software, but the UX is not as fancy as others and therefore, sometimes, not as intuitive.

    Showing 5 reviews of 403 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)

    We do not have any information about Agile CRM features

    Agile CRM has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

    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:

    Braintree, ClickDesk, Drupal, Facebook, FreshBooks, FullContact, Gravity Forms, Help Scout, Joomla, LeadPages, LinkedIn for Business, LiveHelpNow, Magento Commerce, Mailchimp Transactional Email, QuickBooks Online Advanced, SendGrid, Shopify, Stripe, Tidio, Twilio Voice, Twitter, Unbounce, UserVoice, WebMerge, WooCommerce, WordPress, Wufoo, Xero, Zapier, Zendesk

    Agile CRM offers the following support options:

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

    Related categories

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