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What is Agile CRM?

All-in-One CRM Platform. Enhance your sales, marketing, and customer service efforts through an integrated solution. Safeguard your data and maintain consistent communication across all platforms. Benefit from Agile's modern capabilities and integrations, paired with easy implementation and exceptional customer support, all at an attractive price point. This cloud-based SaaS tool is designed to be mobile-accessible, effective, and user-friendly. Agile CRM provides a selection of pre-designed email marketing templates that elevate your business's professional image with eye-catching designs. Delve into Agile's various email marketing options, select your preferred template, create engaging content, and schedule automated campaigns seamlessly. Furthermore, you can create customized templates without any coding knowledge, allowing you to incorporate your branding for enhanced impact. By leveraging Agile's innovative features and effortless integrations, you can streamline your business processes while benefiting from straightforward setup and dependable support. With its fast and mobile-compatible interface, Agile CRM guarantees a smooth and efficient user experience, empowering your team to work effectively from anywhere. Embrace the future of customer relationship management with Agile and witness the transformation in your business operations.

Pricing

Price Starts At:
$8.99 per user per month
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Screenshots and Video

Company Facts

Company Name:
Agile CRM
Date Founded:
2012
Company Location:
United States
Company Website:
agilecrm.com

Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Agile CRM Categories and Features

Web Analytics Software

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

Task Management Software

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Social Media Monitoring Software

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

Social Media Marketing Software

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

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

SMS Marketing Software

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

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

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

Lead Generation Software

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

Help Desk Software

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

Email Tracking Software

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

Email Signature Software

Auto Update
Campaign Specific Signature
Content Creation
Image Management
Legal Disclaimer
Signature Management
Social Media
Templates

Email Marketing Software

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

Email Management Software

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

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

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

Campaign Management Software

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

Call Tracking Software

CRM
Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition
Keyword Tracking

Call Center Software

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

CRM Software

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

More Agile CRM Categories

Agile CRM Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Principal Consultant
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Decent CRM for CPA Firms

    Date: Feb 28 2022
    Summary

    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.

    Positive

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

    Negative

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

    Read More...
  • Reviewer Name: Esmeralda C.
    Position: Business Partner Global Functions
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Agile CRM integrates user interaction strategies and provides marketing strategies

    Date: Jul 22 2021
    Summary

    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.

    Positive

    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.

    Negative

    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.

    Read More...
  • Reviewer Name: Max S.
    Position: Contact Center Engineer
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best bang for your buck CRM

    Date: Feb 22 2021
    Summary

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

    Positive

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

    Negative

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

    Read More...
  • Reviewer Name: Andrea N.
    Position: Executive Assistant
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 10,000 - 19,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Agile CRM has a simple and modern interface for marketing automation

    Date: Mar 29 2021
    Summary

    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.

    Positive

    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.

    Negative

    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.

    Read More...
  • Reviewer Name: Rodrigo V.
    Position: Chief Marketing Strategist
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    AgileCRM shows more options than traditional crm's

    Date: Mar 21 2021
    Summary

    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.

    Positive

    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.

    Negative

    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.

    Read More...
  • Reviewer Name: Gary D.
    Position: Owner
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    High Functionality Low Cost

    Date: May 21 2021
    Summary

    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!

    Positive

    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.

    Negative

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

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Office Manager
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Agile

    Date: Sep 01 2021
    Summary

    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.

    Positive

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

    Negative

    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.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Owner
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Lacks Consistency And Follow Through

    Date: Nov 30 2020
    Summary

    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.

    Positive

    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.

    Negative

    - 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;

    Read More...
  • Reviewer Name: Chet N.
    Position: Ceo
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Works well

    Date: May 05 2020
    Summary

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

    Positive

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

    Negative

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

    Read More...
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