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Overview

What is Agile CRM?

Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.

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Learn from top reviewers

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Pricing

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Starter

$8.99

Cloud
*per user per month

Regular

$29.99

Cloud
*per user per month

Enterprise

$47.99

Cloud
*per user per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

3.2
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

1.8
Avg 7.4

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

3.3
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

3.6
Avg 7.5

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

1.4
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

4.1
Avg 7.5

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

5.9
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

3
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

5.2
Avg 7.2

Platform

8.3
Avg 7.3
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Product Details

Agile CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.

Reviewers rate Mobile access highest, with a score of 8.3.

The most common users of Agile CRM are from Small Businesses (1-50 employees).
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Comparisons

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Reviews From Top Reviewers

(1-5 of 12)

Best CRM We Could Have Gone For

Rating: 10 out of 10
November 27, 2017
DF
Vetted Review
Verified User
Agile CRM
1 year of experience
We migrated from Zoho into Agile as Zoho usage rate by the team was very small. In order for everyone to get using our CRM we've decided to move to something much easier to set up and connect to our other systems (ticketing and finance systems). I don't agree with the way Zoho works with you having to buy different modules to be able to use the CRM as its best. This doesn't happen with Agile. As long as we have the full license (not too cheap), we can use all the features, including multi-currency deals that we do need for our business. As I said, is not the cheapest option on the market, but it is ridiculously easy to set up once your team knows what they need from it (that was the challenge bit). Overall, we are very happy with Agile, it was the best decision we could make. I actually really enjoy setting things up, it brings a smile to my face rather than panic with the previous Zoho.
  • easy to set up
  • somehow affordable
  • team loves working with it
Cons
  • A little bit expensive for smaller companies
  • Still not very intuitive and some features that you would think are just common sense, sometimes they are not available
Ridiculously easy to set up.

Fast implementation, easy to use

Rating: 9 out of 10
June 15, 2019
CO
Vetted Review
Verified User
Agile CRM
1 year of experience
We use Agile when we have short-term projects and need a CRM to train our temps on. They typically can become efficient within a few hours. It's very easy to use, set-up and train on. The widgets allow us to record calls, put personalized scripts into the Contact records, and see LinkedIn profiles in the Contact records.
  • The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
  • I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
  • Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.
Cons
  • The reporting is a little kludgy. You can't get all reports easily on screen and you need to upgrade to view Activity Reports.
If you want a highly customizable system, this may not be perfect for you. If you want an extremely easy to use and setup system, Agile CRM is perfect. it's incredibly easy to get a team up and running in only a few hours. I set up my system, a campaign, my users, added custom fields, designed a couple of email templates all in one afternoon.

CRM & Marketing Automation for a certain type of business model

Rating: 5 out of 10
December 14, 2017
CB
Vetted Review
Verified User
Agile CRM
1 year of experience
I implemented and used Agile CRM when we downsized the sales team, and wanted something more flexible and modern than Sugar CRM. The main attractions were the graphical workflow process, integration with marketing functions, and the fact that it was cloud based.
  • Integrated and cohesive one-stop-shop.
  • Website integration and intelligent click tracking.
  • Drag and drop sales process GUI.
Cons
  • While many aspects of the software are intuitive and simple to implement, much of the marketing automation functions assumed a level of technical familiarity that was beyond the average user. As soon as a tutorial tells me to get something from GitHub, I get the idea they're talking to a technician.
  • The help files, tutorials were of low quality and not always kept up to date with changes in layout of the software etc.
  • During the period we were using Agile CRM, I had to constantly trawl through their update logs and forum. This is because, as the name Agile suggests, the development and improvement of the software was constantly evolving in an organic fashion. But many of the developments were not relevant to us; majorly they were integrations with obscure apps that I would never use. But I had to understand 20 changes to locate the one that had some relevance to me.
Agile CRM was developed the the company's own business model. So its very well suited to a SAAS model. And many business models products or services to individual users rather many contacts within the same organization, would find the suite of functions attractive. If you develop or manage your own website, and have some level of expertise in online marketing, then you should be able to get to grips with some powerful marketing automation functions in Agile CRM. After a year or so, I concluded Agile wasn't a perfect fit for my small B2B business. I eventually moved to Active Campaign which while being more of a marketing tool than a CRM, actually turned out to be the perfect CRM for my business.

An affordable and inclusive CRM tool

Rating: 9 out of 10
June 26, 2018
Vetted Review
Verified User
Agile CRM
2 years of experience
Agile CRM is currently being used by different organizations throughout the company as a versatile and inclusive program which allows for several business tools to be within the same interface with integrations between them. Agile CRM allows you to synchronize, manage, organize and communicate with contacts in an intelligent way that saves valuable time by eliminating several administrative tasks.
  • Intuitive and provides a great user experience through its simple web design; takes no time to set-up and jump right in.
  • Offers integrations with multiple other software platforms to provide a flexible and inclusive business tool.
  • One of the best options available at this price point; plans available to add more features to adjust to your business needs.
Cons
  • Reporting is lacking.
  • The more features needed, the pricier the plan.
  • Testing options are lacking.
Agile CRM is well suited as a business tool bringing together sales and marketing in a comprehensive and intelligent way. It offers a friendly and user-friendly interface for those looking to integrate with other software products. It allows synchronization and organization of contacts and saves time by eliminating menial administrative tasks.

Good entry level priced CRM

Rating: 6 out of 10
July 15, 2022
We currently use Agile CRM across the business to manage our customer and potential customer details. We also use the email templates and the campaigns to deliver our monthly and weekly updates to our subscribers as well as update all verified customers on important changes. The data syncs to our backend applications as well.
  • Easy to add new contacts whether manually or automatically as they fill in forms on site.
  • The banners feature is useful to flag important messages regarding certain users.
  • The email reporting is easy to see CTR open rate etc.
Cons
  • The email builder really needs an open HTML section to allow you to easily embed code in your email.
  • It's not easy to view the complete number of contacts when over 10000.
  • More help documents on their site would make using the campaign feature better.
Agile seems suitable if you set up correctly from the get go. Once you have over 10000 contacts it's hard to clean up the list e.g tags. If you want to edit or delete them how can you?
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