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
Agile CRM pricing overview
See pricing plansAgile CRM has a free version and offers a free trial. Agile CRM paid version starts at USD 8.99/month.
Starting Price
USD 8.99/month See pricing details
Free Version
Yes
Free Trial
Yes, get a free trial
Agile CRM deployment and support
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 Features
Auto Dialer Software
- CRM
- Call Disposition
- Call Recording
- Call Scheduling
- Call Scripting
- Power Dialer
- Predictive Dialer
- Preview Dialer
- Progressive Dialer
CRM 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
CRM Software for Mac
- 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
CRM for Small Businesses
- 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
Call Centre 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
Call Tracking Software
- CRM
- Call Recording
- Call Routing
- Call Tracking Metrics
- Caller Identification
- Conversion Tracking
- IVR / Voice Recognition
- Keyword Tracking
Campaign Management Software
- Channel Management
- Contact Database
- Email Marketing
- Event Triggered Actions
- Lead Management
- Multi-Campaign
Customer Service 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
Customer Success Software
- Account Alerts
- Account Management
- Communication Management
- Customer Engagement
- Customer Lifecycle Management
- Health Score
- Onboarding
- Revenue Management
- Usage Tracking/Analytics
- Win / Loss Analysis
Email Management Software
- Archiving & Retention
- Canned Responses
- Data Recovery
- Email Monitoring
- Queue Management
- Response Management
- Routing
- Shared Inboxes
- Signature Management
- Spam Blocker
- Whitelisting/Blacklisting
Email Marketing 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
Email Signature Software
- Auto Update
- Campaign Specific Signature
- Image Library
- Reporting/Analytics
- Signature Creation
- Signature Management
- Signature Templates
Email Tracking Software
- A/B Testing
- Audience Segmentation
- Campaign Management
- Event-Based Notifications
- Location Tracking
- Team Management
Gamification 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
Help Desk Software
- Alerts / Escalation
- Automated Routing
- Call Center Management
- Customisable 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
Lead Generation Software
- Contact Database
- Data Import/Export
- Lead Capture
- Lead Database Integration
- Lead Nurturing
- Lead Scoring
- Lead Segmentation
- Lead Verification/Validation
- Pipeline Management
- Prospecting Tools
Online CRM Software
- Cataloguing / Categorisation
- Customer Service Analytics
- Customer Support Tracking
- Email Response Control
- Knowledge Management
- Live Chat
- Performance Metrics
- Search
- Self Service Portal
Project Management 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
Push Notifications Software
- A/B Testing
- Analytics
- Campaign Segmentation
- Contextual Targeting
- Device Targeting
- Expiry Notifications
- Geo Targeting
- Mobile Notifications
- Notification Scheduling
- Visual Notifications
- Web Notifications
SMS Marketing 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
Sales Force Automation 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
Social Media Marketing Tools
- Analytics
- Automated Publishing
- Contact Management
- Content Management
- Conversion Tracking
- Customer Targeting
- Keyword Filtering
- Multi-Account Management
- Post Scheduling
Social Media Monitoring Software
- Audience Segmentation
- Competitive Analysis
- Configurable Alerts
- Customer Engagement
- Dashboard
- Impact Scoring
- Influencer Tracking
- Reputation Management
- Sentiment Analysis
- Trend Tracking
Task Management 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
Web Analytics Tools
- 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
Agile CRM Alternatives
More Agile CRM alternatives
Agile CRM Reviews
Read all reviewsOverall rating
Average score
Erik R.
-
Overall Rating5 /5
-
Ease of Use4 /5
-
Features & Functionality4 /5
-
Customer Support3 /5
-
Value for Money5 /5
-
Likelihood to RecommendUnrated
- Reviewer Source
- Reviewed on 17/04/2018
"Agile CRM is a Great First Step into the CRM World"
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.
- Reviewer Source
- Reviewed on 17/04/2018
Guillermo G.
-
Overall Rating4 /5
-
Ease of Use5 /5
-
Features & Functionality4 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- 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
Tom G.
-
Overall Rating3 /5
-
Ease of Use5 /5
-
Features & Functionality4 /5
-
Customer Support1 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 30/11/2020
"Good CRM but with some major ongoing bugs that they will not resolve"
Comments: 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.
Vendor Response
by Agile CRM on 18/12/2020
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
- Reviewer Source
- Reviewed on 30/11/2020
Brandon D.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality4 /5
-
Customer Support4 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 06/10/2020
"Agile Review"
Comments: 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.
- Reviewer Source
- Reviewed on 06/10/2020
Javier S.
-
Overall Rating4 /5
-
Ease of Use3 /5
-
Features & Functionality4 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 29/01/2020
"Great Customer Support and Features"
Pros: Their customer support is great as the hability to send personalized bulk emails.
Cons: User interface and report customization.
- Reviewer Source
- Reviewed on 29/01/2020
