Who Uses Agile CRM?

Small to medium size businesses that require sales, marketing and service automation

What Is Agile CRM?

Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface.

Agile CRM Details

Agile CRM

https://www.agilecrm.com

Founded 2012

Support

  • 24/7 (Live Rep)
  • Online

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
Agile CRM video
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Agile CRM pricing overview

See pricing details

Agile CRM has a free version and offers a free trial. Agile CRM paid version starts at US$8.99/month.


Starting Price

US$8.99/month. See pricing details

Free Version

Yes

Free Trial

Agile CRM Features

  • CRM
  • Call Disposition
  • Call Recording
  • Call Scheduling
  • Call Scripting
  • Power Dialer
  • Predictive Dialer
  • Preview Dialer
  • Progressive Dialer

View full list of Auto Dialer Software

  • Blended Call Center
  • Call Logging
  • Call Recording
  • Call Scripting
  • Campaign Management
  • Escalation Management
  • Inbound Call Center
  • Interactive Voice Response (IVR)
  • Manual Dialer
  • Outbound Call Center
  • Predictive Dialer
  • Progressive Dialer
  • Queue Management
  • Real-time Chat
  • Reporting/Analytics

View full list of Call Center Software

  • CRM
  • Call Recording
  • Call Routing
  • Caller Identification
  • Campaign Attribution
  • Conversion Tracking
  • IVR / Voice Recognition
  • Keyword Tracking

View full list of Call Tracking Software

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

View full list of Campaign Management Software

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

View full list of Customer Relationship Management Software

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

View full list of Customer Service Software

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

View full list of Customer Success Software

  • Archiving & Retention
  • Canned Responses
  • Data Recovery
  • Email Monitoring
  • Queue Management
  • Response Management
  • Routing
  • Shared Inboxes
  • Signature Management
  • Spam Blocker
  • Whitelisting/Blacklisting

View full list of Email Management Software

  • A/B Testing
  • Auto-Responders
  • CAN SPAM Compliance
  • Customer Surveys
  • Drip Campaigns
  • Dynamic Content
  • Event Triggered Email
  • Image Library
  • Landing Pages/Web Forms
  • List Management
  • Mobile Optimized Emails
  • Reporting/Analytics
  • Subscriber Management
  • Template Management
  • WYSIWYG Email Editor

View full list of Email Marketing Software

  • Auto Update
  • Campaign Specific Signature
  • Image Library
  • Reporting/Analytics
  • Signature Creation
  • Signature Management
  • Signature Templates

View full list of Email Signature Software

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

View full list of Email Tracking Software

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

View full list of Gamification Software

  • Alerts / Escalation
  • Automated Routing
  • Call Center Management
  • Customizable Branding
  • Document Storage
  • Email Integration
  • IT Asset Management
  • Interaction Tracking
  • Knowledge Base Management
  • Macros/Templated Responses
  • Multi-Channel Communication
  • Network Monitoring
  • Real-time Chat
  • Remote Access/Control
  • Reporting/Analytics
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Social Media Integration
  • Ticket Management
  • Workflow Configuration

View full list of Help Desk Software

  • Contact Database
  • Data Import/Export
  • Lead Capture
  • Lead Database Integration
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Pipeline Management
  • Prospecting Tools

View full list of Lead Generation Software

  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management

View full list of Mac CRM Software

  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal

View full list of Online CRM Software

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

View full list of Project Management Software

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

View full list of Push Notifications Software

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

View full list of SMS Marketing Software

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

View full list of Sales Force Automation Software

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of Small Business CRM Software

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

View full list of Social Media Marketing Software

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

View full list of Social Media Monitoring Software

  • Collaboration Tools
  • Create Subtasks
  • Gamification
  • Gantt/Timeline View
  • Mobile Access
  • Percent-Complete Tracking
  • Recurring Task Management
  • Reporting/Analytics
  • Spreadsheet View
  • Task Board View
  • Time Tracking
  • To-Do List View

View full list of Task Management Software

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

View full list of Web Analytics Software

Agile CRM Alternatives

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Agile CRM Reviews

Showing 5 of 392 reviews

Overall
4.2/5
Ease of Use
4.1/5
Customer Service
4.1/5
Features
4.2/5
Value for Money
4.3/5
Jaime N.
Founder & Marketing Strategist
Marketing & Advertising, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 24/11/2016

"Amazing Complete CRM & Automation software: Great Infusionsoft or Salesforce alternative, for 10% of the price tag"

Comments: 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.

Vendor Response

by Agile CRM on 25/11/2016

Hi Jaime,

Thanks for your appreciation and support.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 24/11/2016
Guillermo G.
Sales & Marketing Manager
Education Management, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 19/07/2019

"All I need to work in one place"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 19/07/2019
Jonathan C.
Director
Real Estate, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 15/08/2020

"Successful deployment - keeping us organised"

Comments: Successful and efficient. Wouldn't be without it now!

Pros: I'd best describe this software as an intuitive office whiteboard. It organises the stages of our sales deals and links contacts, companies, tasks and events around each one. Support and availability of direct - dial in support has been superb a real strength. An initial support call seemed 'unwelcome' but supported me to scope the product quickly and was quickly appreciated.

Cons: Some of the synchronisation features of email and calendars have been difficult to grasp and configure (and I'm still not sure I understand Agile mail vs use of gmail! That said - I'm still using the free version so who can complain!

  • Reviewer Source 
  • Reviewed on 15/08/2020
Daniel R.
Owner
Marketing & Advertising, Self Employed
Used the Software for: 1-5 months
  • Overall Rating
    2/5
  • Ease of Use
    2/5
  • Features & Functionality
    2/5
  • Customer Support
    1/5
  • Value for Money
    1/5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 02/11/2019

"Shoddy CRM backed by terrible support"

Comments: 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.

Vendor Response

by Agile CRM on 26/11/2019

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

  • Reviewer Source 
  • Reviewed on 02/11/2019
Verified Reviewer
Marketing Assistent
Leisure, Travel & Tourism, 201-500 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 31/05/2020

"Automatize your business"

Comments: Agile CRM is very useful for any business wants to automatize sales (more important), marketing and chat (communication with client).

Pros: It became our sales, marketing, help desk and chat easier because now it is automatized and we can answer many customers at same time.

Cons: For free version, the automation is very limited, but if you sign up start version, you can see more things what this platform cans do.

  • Reviewer Source 
  • Reviewed on 31/05/2020