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Audience

Small to mid-sized businesses that want to improve sales, marketing, and automation

About Agile CRM

All-in-One CRM. Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud based SaaS service that is mobile-ready, fast, and simple to use. Agile CRM gives you a range of prepackaged email marketing templates to give your business the visually appealing, professional look and feel it needs. Check out Agile’s email marketing template examples, then select the template you prefer, draft your message, and automate the send. You can also create custom templates—with no programming experience—that pull in your branding for added impact. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud-based SaaS service that is mobile-ready, fast, and simple to use.

Pricing

Starting Price:
$8.99 per user per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews - 9 User Reviews

Overall 4.3 / 5
ease 4.2 / 5
features 4.4 / 5
design 4.1 / 5
support 3.8 / 5

Company Information

Agile CRM
Founded: 2012
United States
agilecrm.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
24/7 Live Support
Online

Agile CRM Frequently Asked Questions

Q: What kinds of users and organization types does Agile CRM work with?
Q: What languages does Agile CRM support in their product?
Q: What kind of support options does Agile CRM offer?
Q: What other applications or services does Agile CRM integrate with?
Q: Does Agile CRM have a mobile app?
Q: What type of training does Agile CRM provide?
Q: Does Agile CRM offer a free trial?
Q: How much does Agile CRM cost?

Agile CRM Product Features

CRM

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Quotes / Proposals Not Supported
Territory Management Not Supported

Call Center

Blended Call Center Supported
Call Logging Supported
Call Recording Supported
Call Scripting Supported
Campaign Management Supported
Escalation Management Supported
IVR / Voice Recognition Supported
Inbound Call Center Supported
Manual Dialer Supported
Outbound Call Center Supported
Predictive Dialer Supported
Progressive Dialer Supported
Real-time Chat Supported
Reporting/Analytics Supported
Database Not Supported
Queue Management Not Supported

Call Tracking

CRM Supported
Call Recording Supported
Call Routing Supported
Caller Identification Supported
Campaign Management Supported
Conversion Tracking Supported
IVR / Voice Recognition Supported
Call Log Not Supported
Keyword Tracking Not Supported

Campaign Management

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

Customer Service

Alerts / Escalation Supported
Appointment Management Supported
Knowledge Base Supported
Live Chat Supported
Self Service Portal Supported
Call Center Management Not Supported
Email Management Not Supported
Performance Metrics Not Supported
Queue Management Not Supported
Social Media Integration Not Supported
Surveys & Feedback Not Supported
Virtual Assistant Not Supported
Workflow Management Not Supported

Customer Success

Account Alerts Supported
Account Management Supported
Communication Management Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Onboarding Supported
Revenue Management Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Supported
Health Score Not Supported

Email Management

Email Archiving Supported
Email Monitoring Supported
Queue Manager Supported
Response Management Supported
Routing Supported
Shared Inboxes Supported
Signature Management Supported
Spam Blocker Supported
Whitelisting / Blacklisting Supported
Data Recovery Not Supported
Email Deletion Not Supported
Email Discovery Not Supported
Email Recall Not Supported

Email Marketing

A/B Testing Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Template Management Supported
WYSIWYG Email Editor Supported
Artificial Intelligence Not Supported
Subscriber Management Not Supported

Email Signature

Campaign Specific Signature Supported
Content Creation Supported
Image Management Supported
Legal Disclaimer Supported
Signature Management Supported
Social Media Supported
Templates Supported
Auto Update Not Supported

Email Tracking

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

Gamification

Collaboration Tools Supported
For Sales Supported
Leaderboards / Activity Tracking Supported
Badge Management Not Supported
Contest Management Not Supported
Feedback Management Not Supported
For Call Centers Not Supported
For Developers Not Supported
For Education Not Supported
For Onboarding Not Supported
Goal Setting / Tracking Not Supported
Performance Metrics Not Supported
Rewards Management Not Supported

Help Desk

Alerts / Escalation Supported
Automated Routing Supported
Community Forums Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
IT Asset Management Supported
Incident Management Supported
Interaction Tracking Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Supported
Multi-Channel Communication Supported
Multiple Brands / Products Supported
Network Monitoring Supported
Real-time Chat Supported
Self Service Portal Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

Lead Generation

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Supported

Project Management

Agile Methodologies Supported
Client Portal Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported
Budget Management Not Supported
Collaboration Tools Not Supported

Push Notifications

A/B Testing Supported
Analytics Supported
Campaign Segmentation Supported
Contextual Targeting Supported
Device Targeting Supported
Expiry Notifications Supported
Geo Targeting Supported
Mobile Notifications Supported
Notification Scheduling Supported
Web Notifications Supported
Visual Notifications Not Supported

SMS Marketing

2-Way Messaging Supported
Contact Management Supported
Message Personalization Supported
Mobile Coupons Supported
Mobile Keywords Supported
Reporting/Analytics Supported
Scheduled Messaging Supported
Artificial Intelligence Not Supported
MMS Not Supported
Mass Texting Not Supported
Polls / Voting Not Supported
Shortcodes Not Supported
Text-to-Win Not Supported

Sales Force Automation

Call Management Supported
Campaign Management Supported
Channel Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Commission Management Not Supported
Territory Management Not Supported

Social Media Marketing

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

Social Media Monitoring

Audience Segmentation Supported
Competitive Analysis Supported
Customer Engagement Supported
Dashboard Supported
Influencer Tracking Supported
Configurable Alerts Not Supported
Impact Scoring Not Supported
Reputation Management Not Supported
Sentiment Analysis Not Supported
Trend Tracking Not Supported

Task Management

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported
Gantt Charts Not Supported

Web Analytics

Campaign Management Supported
Conversion Tracking Supported
Goal Tracking Supported
Keyword Tracking Supported
Multiple Site Management Supported
Pageview Tracking Supported
Time on Site Tracking Supported
User Interaction Tracking Supported
Form Analytics Not Supported
Referral Source Tracking Not Supported
Site Search Tracking Not Supported

Agile CRM Additional Categories

Agile CRM Verified User Reviews

Write a Review
  • An Agile CRM User
    Principal Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Decent CRM for CPA Firms"

    Posted 2022-02-28

    Pros: This software had the ability to be integrated with a lot of other software I was using at the time which was very beneficial.

    Cons: Support left something to be desired. If something went wrong, it didn’t always have an easy resolution.

    Overall: Overall the CRM was effective in the time I utilized it, but ultimately wasn’t the right fit in the long term for my purposes.

    Read More...
  • An Agile CRM User
    Office Manager
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Agile"

    Posted 2021-09-01

    Pros: Agile CRM is user friendly and the price point works well for our small company, especially as we grow.

    Cons: AgileCRM does not have all of the marketing capabilities that we had with HubSpot, but for a fraction of the price we can make it work.

    Overall: Overall, AgileCRM's functionality and ease of use work well for our company currently. We have 2 products, so it is nice to have 2 separate systems and we can afford that due to the pricing structure.

    Read More...
  • Esmeralda C.
    Business Partner Global Functions
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Agile CRM integrates user interaction strategies and provides marketing strategies"

    Posted 2021-07-22

    Pros: Using the Agile CRM application we have developed a remarkable growth and optimal performance in sales and marketing of our service. It's management with our users is one of the most profitable advantages since we can establish contact with them through social networks, telephone, or text messaging to establish permanent contact and be decisive in our marketing strategies.

    Cons: The application in its description details that it has a database shared with other affiliated organizations, but the truth is that to access them and extract the contacts of potential customers must be done one by one; it does not offer a section of analysis of descriptions and sectorize potential new customers to offer them our service.

    Overall: In general terms, we consider that Agile CRM lacks important actions that allow us to obtain favorable results for our company in terms of marketing. However, its integration of predictive analytics that determine our possibilities with our customers and take strategic actions to increase our interaction with them is of good benefit.

    Read More...
  • Gary D.
    Owner
    Used the software for: 2+ Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "High Functionality Low Cost"

    Posted 2021-05-21

    Pros: Great value for what you pay with this software. Relatively easy to use. Does not require a lot of technical skill. Walk through tutorials for most of the functionality and use cases.

    Cons: Fully-loaded software. Can get lost with all the functionality which makes it easy to get side-tracked or trying to do too much.

    Overall: Great functionality and integration into other tech. The software features are categorized by function, sales, marketing and service. End-to-end crm for majority of your business needs. Just connect your accounting and you can run your entire business with Agile CRM!

    Read More...
  • Andrea N.
    Executive Assistant
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Agile CRM has a simple and modern interface for marketing automation"

    Posted 2021-03-29

    Pros: Operating with this application can provide a formidable work experience within a company's marketing, sales and customer service development. In perspective, it has been very useful in sales follow-up, although its contact management functions are very complete. It has follow-up management through text messaging, social networks and calls that allow us to be in permanent contact with users.

    Cons: Although a database of pre-established customers is provided, the application does not offer a section that analyzes a database integration of potential customers, which hinders the goal of expansion through different communication channels and grow in terms of sales and marketing.

    Overall: To be accurate, although it is an application that aims to increase positive marketing and sales results, it lacks many features to achieve it. However, it has useful options to try to meet the objectives it has set for itself.

    Read More...
  • Rodrigo V.
    Chief Marketing Strategist
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "AgileCRM shows more options than traditional crm's"

    Posted 2021-03-21

    Pros: By being able to include both sales automation and marketing process tracking tools, AgileCRM offers a much more advanced level of management than the average crm that abounds within the customer relationship management market. AgileCRM website analytics can be shared through a variety of means.

    Cons: Since AgileCRM has everything we need to have a sufficiently comfortable customer support management, it has been decided not to mention negative points. The AgileCRM platform is excellent for meeting the demands of modern customers, who are more focused on getting quality quickly and directly.

    Overall: AgileCRM is a full-featured crm service, which does not suffer from any telephone link cadences or difficulties in the movement of emails, and that is enough not only to establish routine tasks that do not have any problems, but also to improve the ability to communicate with the entire clientele.

    Read More...
  • Max S.
    Contact Center Engineer
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Best bang for your buck CRM"

    Posted 2021-02-22

    Pros: Lots of connections to this CRM, very cost effective, able to link forms to your website to drive data right into your CRM.

    Cons: I didn't have any cons with this CRM it did everything we needed it to do.

    Overall: Had this CRM for two years and it was great using their platform to connect to our office 365 and website.

    Read More...
  • An Agile CRM User
    Owner
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Lacks Consistency And Follow Through"

    Posted 2020-11-30

    Pros: On paper, the solution appears to be a win-win.
    It is possible to book a support session to do a how-to but it can take 1 - 5 days to get a session.
    If you only need basic email features, it works.

    Cons: - Poor support and lacks follow through resulting in bugs that never get fixed;
    - The plugin and existing integrations have not been updated in 2yrs;
    - Agile CRM does not communicate with its customers to advise of new integrations, updates, etc., most likely because they are no being done;
    - The GUI is not intuitive;
    - FAQ's (videos and blogs) are outdated and are not relevant;
    - No new content or functionality has been developed in 12 - 24 months;
    - Landing page functionality is rudimentary and will generate privacy errors even if your site is HTTPS;
    - Poor social media integration. It is not consistently operational;
    - Requires experienced integrators to set it up regardless of it being clean or a migration;

    Overall: Agile CRM is outdated and poorly supported.
    While it is possible to book a support person to help you, the wait for a technician can be 1 - 5 days.
    If you want to use the Support Desk function, you have to pay for another user. As an example, when you purchase the Enterprise plan, it will be USD795 per year.
    For every new support person or sales person or any other user, it is an additional USD795 per year.
    For the value, there are other solutions that are better supported, actually work, have less down time and communicate with their customers about forth coming builds.

    Unfortunately, what Agile CRM promotes in their marketing is not true.

    Read More...
  • Chet N.
    Ceo
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Works well"

    Posted 2020-05-05

    Pros: Very simple and easy to use and set up. Makes it easy to track your leads and know when to follow up.

    Cons: There isn't anything that I didn't like admit it.

    Overall: Overall it's great and I'd recommend you anyone to use if they want to close more sales and follow up.

    Read More...
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