Agile CRM

4.1 (521)
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Sales and marketing CRM for growing businesses

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.

  • Images

    Agile CRM Software - Agile CRM's drag&drop dashboard
    Agile CRM Software - Drill-down reporting in Agile CRM
    Agile CRM Software - Agile CRM's contact management timeline
    Agile CRM Software - Agile CRM's project management timeline
    Agile CRM Software - Create periodic triggers with Agile CRM. These can be customized to fit specific goals
    Agile CRM Software - Generate reports in Agile CRM
    Agile CRM Software - Track deals, move milestones, and check ongoing deals from Agile CRM's mobile app
    Agile CRM Software - Create and manage tasks and events in the Agile CRM mobile app
    Agile CRM Software - Integrate the Agile CRM mobile app with Google Calendar
    View 12 more
    Agile CRM video
    Agile CRM video
    Agile CRM video
    Agile CRM Software - Agile CRM's drag&drop dashboard
    Agile CRM Software - Drill-down reporting in Agile CRM
    Agile CRM Software - Agile CRM's contact management timeline
    Agile CRM Software - Agile CRM's project management timeline
    Agile CRM Software - Create periodic triggers with Agile CRM. These can be customized to fit specific goals
    Agile CRM Software - Generate reports in Agile CRM
    Agile CRM Software - Track deals, move milestones, and check ongoing deals from Agile CRM's mobile app
    Agile CRM Software - Create and manage tasks and events in the Agile CRM mobile app
    Agile CRM Software - Integrate the Agile CRM mobile app with Google Calendar

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    Reviews

    Overall rating

    4.1 /5
    (521)
    Value for Money
    4.1/5
    Features
    4.1/5
    Ease of Use
    4.0/5
    Customer Support Software
    4.0/5

    Already have Agile CRM?

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

    Showing 5 reviews of 521
    Sunitha
    Sunitha
    Overall rating
    • Industry: Program Development
    • Company size: 51–200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 10.0 /10

    Easy to use and integrate

    Reviewed on 26/02/2023

    I have found it to be a great tool for managing customer relationships, automating marketing tasks...

    I have found it to be a great tool for managing customer relationships, automating marketing tasks and tracking leads. It is easy to use and has a lot of features that make it a great choice for small businesses.

    Pros

    Agile CRM is an ideal CRM for small business owners and professionals looking for an easy-to-use tool to help manage their customer relationships. Its user-friendly design and array of features, such as email marketing, sales automation, customer service, and a mobile app, make it an ideal choice for streamlining workflow and maximizing customer interactions. Additionally, its reporting feature allows me to track customer relationships and sales performances, which is invaluable to any business.

    Cons

    One of the main drawbacks of Agile CRM is its limited customization options. The software is designed to be used in a specific way, and customizing it to fit your business requirements can be a challenge.

    Ben
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: Self Employed
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

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

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

    Reviewed on 11/05/2020

    I was originally looking for a marketing automation system for myself, but most are incredibly...

    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

    Reasons for Switching to Agile CRM

    Mainly price, the free trial, and the breadth of features
    Tom
    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 Software
    • Likelihood to recommend 5.0 /10

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

    Reviewed on 30/11/2020

    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.

    Alternatives Considered

    HubSpot CRM

    Reasons for Switching to Agile CRM

    Hubspot is very expensive, and most thing you can do in Agile -- and Agile is "agile", if you know how to use the tools they have like the JSON nodes.

    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

    Michael
    Overall rating
    • Industry: Graphic Design Software
    • 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 10.0 /10

    My Review Of AgileCRM

    Reviewed on 14/04/2020

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

    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.

    Alternatives Considered

    Salesforce Sales Cloud

    Reasons for Switching to Agile CRM

    the non intrusive way they kept in touch, the other used very hard sales techniques, which I don't like.
    Jennifer
    Overall rating
    • Industry: Executive Office
    • Company size: 2–10 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

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

    Easy to Use, Configure, and Implement

    Reviewed on 05/05/2022

    I have used and recommended Agile CRM for many years. It is very easy to use and configure and the...

    I have used and recommended Agile CRM for many years. It is very easy to use and configure and the cost is low compared to other CRM systems.

    Pros

    It is very user friendly. You can add custom fields and setup pipelines without the need of a developer.

    Cons

    Having to add DNS records to synch email makes it difficult to setup email with agile.

    Alternatives Considered

    Zoho CRM

    Reasons for Switching to Agile CRM

    The UI and functionality is just better than Zoho
    Showing 5 reviews of 521 Read all reviews

    Agile CRM FAQs

    Below are some frequently asked questions for Agile CRM.

    Agile CRM offers the following pricing plans:

    • Starting from: $8.99
    • Pricing model: Free Version
    • 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 has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    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:

    Adobe Commerce, Braintree, ClickDesk, CreateForm, Drupal, Drupal Commerce, FreshBooks, FullContact, Gravity Forms, Help Scout, Joomla, JoomlaLMS, Leadpages, LinkedIn for Business, LiveHelpNow, Mailchimp Transactional Email, Meta for Business, Plivo, QuickBooks, QuickBooks Online Advanced, RingCentral Contact Center, SendGrid, SendGrid, Shopify, Stripe, Stripe Billing, Tidio, Twilio, Twitter/X, Unbounce, UserVoice, WebMerge, WooCommerce, WordPress, Wufoo, Xero, Zapier, Zendesk Suite

    Agile CRM offers the following support options:

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

    Related categories

    See all software categories found for Agile CRM.