Who Uses This Software?

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

Average Ratings

206 reviews
  • Overall 4 / 5
  • Ease of Use 4 / 5
  • Customer Service 4 / 5
  • Features 4 / 5
  • Value for Money 4.5 / 5

Product Details

  • Starting Price US$8.99/month
    See pricing details
  • Free Version Yes
  • Free Trial Yes, get a free trial
  • Deployment Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support 24/7 (Live Rep)
    Online

Vendor Details

  • Agile CRM
  • https://www.agilecrm.com
  • Founded 2012

About 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 Features

  • Call Centre Management
  • Call Recording
  • Call Reporting
  • Call Scripting
  • Lead Management
  • Power Dialer
  • Predictive Dialer
  • Preview Dialer
  • Progressive Dialer
  • Surveys
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Call Centre 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 Catalogue
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management
Vendor has not completed this information.
  • Blended Call Centre
  • Call Logging
  • Call Scripting
  • Call recording
  • Campaign Management
  • Escalation Management
  • Inbound Call Centre
  • Interactive Voice Response
  • Manual Dialer
  • Outbound Call Centre
  • Predictive Dialer
  • Progressive Dialer
  • Queue Management
  • Real-time Chat
  • Reporting/Analytics
  • CRM
  • Call Recording
  • Call Routing
  • Caller Identification
  • Campaign Management
  • Conversion Tracking
  • IVR / Voice Recognition
  • Keyword Tracking
  • Channel Management
  • Contact Database
  • Email Marketing
  • Event Triggered Actions
  • Lead Management
  • Multi-Campaign
  • Alerts / Escalation
  • Appointment Management
  • Call Centre Management
  • Email Management
  • Knowledge Base
  • Live Chat
  • Performance Metrics
  • Queue Management
  • Self Service Portal
  • Social Media Integration
  • Surveys & Feedback
  • Virtual Assistant
  • Workflow Management
  • Account Alerts
  • Account Management
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management
  • Usage Tracking/Analytics
  • Win / Loss Analysis
  • Data Recovery
  • Email Archiving
  • Email Monitoring
  • Queue Manager
  • Response Management
  • Routing
  • Shared Inboxes
  • Signature Management
  • Spam Blocker
  • Whitelisting / Blacklisting
  • A/B Testing
  • Auto-Responders
  • CAN SPAM Compliance
  • Customer Surveys
  • Drip Campaigns
  • Dynamic Content
  • Event Triggered Email
  • Image Library
  • Landing Pages/Web Forms
  • Mailing List Management
  • Mobile Optimised Emails
  • Reporting/Analytics
  • Subscriber Management
  • Template Management
  • WYSIWYG Email Editor
  • Auto Update
  • Campaign Specific Signature
  • Content Creation
  • Image Management
  • Legal Disclaimer
  • Signature Management
  • Social Media
  • Templates
  • A/B Testing
  • Audience Segmentation
  • Campaign Management
  • Event-Based Notifications
  • Location Tracking
  • Team Management
  • Badge Management
  • Collaboration Tools
  • Contest Management
  • Feedback Management
  • For Call Centres
  • For Developers
  • For Education
  • For Onboarding
  • For Sales
  • Goal Setting / Tracking
  • Leaderboards / Activity Tracking
  • Performance Metrics
  • Rewards Management
  • Alerts / Escalation
  • Automated Routing
  • Customisable Branding
  • Document Storage
  • Email Integration
  • IT Asset Management
  • Interaction Tracking
  • Knowledge Base Management
  • Multi-Channel Communication
  • Network Monitoring
  • Real-time Chat
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Ticket Management
  • Contact Discovery
  • Contact Import/Export
  • Lead Capture
  • Lead Database Integration
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Visitor Identification
  • Cataloguing / Categorisation
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Collaboration Tools
  • Cost-to-Completion Tracking
  • Customisable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Portfolio Management
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies
  • A/B Testing
  • Analytics
  • Campaign Segmentation
  • Contextual Targeting
  • Device Targeting
  • Expiry Notifications
  • Geo Targeting
  • Mobile Notifications
  • Notification Scheduling
  • Visual Notifications
  • Web Notifications
  • 2-Way Messaging
  • Contact Management
  • MMS
  • Mass Texting
  • Message Personalisation
  • Mobile Coupons
  • Mobile Keywords
  • Polls/Voting
  • Reporting/Analytics
  • Scheduled Messaging
  • Shortcodes
  • Text-to-Win
  • 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
  • Analytics
  • Automated Publishing
  • Contact Management
  • Content Management
  • Conversion Tracking
  • Customer Targeting
  • Keyword Filtering
  • Multi-Account Management
  • Post Scheduling
  • Audience Segmentation
  • Competitive Analysis
  • Configurable Alerts
  • Customer Engagement
  • Dashboard
  • Impact Scoring
  • Influencer Tracking
  • Reputation Management
  • Sentiment Analysis
  • Trend Tracking
  • 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
  • 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 Most Helpful Reviews

All I need to work in one place

Reviewed on 19/07/2019
Guillermo G.
Sales & Marketing Manager
Education Management, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Agile is a Fantastic Solution in a Crowded Market

Reviewed on 28/11/2018
Adam D.
Customer Success Manager
201-500 Employees
Used the Software for: 1+ year
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: I feel like I am becoming a CRM expert. I have used and suggested many CRMs over the years, and I feel like I have seen it all. When I look for a CRM in 2018, I ask myself 3 questions. Question 1: Who is going to use these features? If my team lacks tech savviness, if they are going to be picky about the UI, or if they are used to a different platform, you could run into problems. At the end of the day, a CRM should be invisible, and it should be as natural as using your body. If you team struggles to use their tools, you will run into problems. There's no point in blaming your team if the tool is hard to learn. The job needs to be done either way. (Keeping a mobile option in mind is a good idea as well. Don't underestimate the value of client's won at a bar.) Question 2: How quickly will the system be up to 100% functionality? Every day that you team has to track client data on Post-Its is a day that you're throwing information in the trash (and hanging your Marketing + Support out to dry). Expect a month to get set up, but anything over 3 months is too long. Even if you're an enterprise, you can't afford to fly blind for that long. Also, integrations, integrations, integrations... If the sales rep can't demo a tool you use daily running on their CRM, demand a "no commitment demo" period. Most companies will try to lock you into a one year commitment, but it is perfectly reasonable to know everything works together in harmony. Question 3: Is this the right price for me? The thing about CRMs is that there are hundreds of them. It's impossible to say which one is right for you because in reality, there are probably a dozen you will love. If you feel that you are down to 2 or 3 CRMs that seem identical, they probably are... Go for the one that is priced right and ready to scale WITH YOU. Agile is great on all these fronts. Easy to use. Beautiful UI. Easy to set up. Very affordable option. Love 'em. You won't be disappointed.

Pros: Agile is so clean. The UI is easy to use right out of the box.
Great for small to medium customer bases that use social media.
Quick and easy to set up.
Support is FANTASTIC!
Great automated features.
All the great things you would expect from a cloud based CRM: Customer + Deal tracking, notes and communication history, marketing analytics, scheduling, etc.

Cons: It's hard to call all of these "cons", but let's say "growing pains". Agile is still a young software. We had some problems setting up links between our WordPress site. They were quickly resolved to 100% satisfaction, but they had my boss pulling his hair out for a few days. We have run into a few other issues that I would call "buggy". Some graphical, some needing to refresh a page, but nothing has halted production. All have resolved themselves.

Nice most-in-one CRM/Marketing engine for small biz

Reviewed on 26/10/2018
Bill B.
Owner
Information Technology & Services, Self Employed
Used the Software for: Free Trial
Reviewer Source 
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: I need a place to store all of my interactions with contacts of all types. I need to be able to review a contact and know what stage we are in, last touch, next step, and simply who said what. Agile supplies all that. I want to improve my marketing outreach and I believe Agile will help me organize and systematize those efforts.

Pros: Agile CRM is purpose built (according to the makers) for keeping up with a growing start-up or small business. It handles the usual contacts, appointments, lead tracking and so on, but has a strong email and social marketing component. You can optionally tie in your email and telephony to Agile CRM to keep track of lead and customer interactions (though I have not implemented either at this time.) They are fairly generous with the free level, there are enough core features enabled to allow a fair trial and limits on number of contacts, emails, even API calls are sufficient for a small business. Their free tier is actually not a trial, you can stay on free as long as it meets your needs. One more thing, Agile has quite a few integrations available, among them Stripe, PayPal, FreshBooks, QuickBooks, and Xero. They have a functional API so if you are so inclined you can integrate Agile with almost anything, whether there is a widget for it or not.

Cons: There are a lot of moving parts, which is not necessarily a bad thing if they all help push your goals ahead. But it is more complex than many small business web applications, because it tries to do more. So it takes more of a time investment to begin to benefit from Agile. I am phasing into each component and I haven't reached some yet. I have wished for a few more customization options, in display attributes - layout, colors, and also data - what fields are displayed in lists, what sort criteria,

Agile CRM is a Great First Step into the CRM World

Reviewed on 17/04/2018
Erik R.
Co-Owner + Videographer
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money

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.

Good overall system with a few glitches

Reviewed on 15/08/2018
Derek "storme" B.
Technical Director
Retail, 51-200 Employees
Used the Software for: 1+ year
Reviewer Source 
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: We've got LOTS of information in here now, so at this point it would be more work to move than to just deal with the downfalls. Overall, my team has enjoyed the experience. I am a bit more technical so I am not as happy as they are. It has kept a great log of our consultants past and present, so in that respect - it has done it's job. I just feel like the cost (for 3 operators) does not justify the tool.

Pros: Tags make it easy to compartmentalize different customers and the path to completion.

Cons: Organization is a bit tough, and the separation of different features between Sales, Marketing, and Service areas is a bit disconnected. Creating a "path" for different actions can be quite confusing, and the fact that LOTS of actions (such as send an email when a certain tag is entered) do not happen. I think these run on cron jobs (say, every 15 minutes) and I feel like LOTS of the actions get missed. This is my biggest beef. The price structure is a bit nickle and dimey as well, and it seems like a big jump between I can do 3 actions and I can do 5 actions.

Vendor Response

by Agile CRM on 22/08/2018

Hi Derek,

Thanks for your feedback. Our goal is to meet the needs of a growing business irrespective of its size. Our pricing model is the most affordable one in the market today and has been designed according to business requirements and its size. The tags feature helps you to segment your contacts and trigger necessary actions which take place instantly. For any further doubts on how to better use our tool for your needs, please contact our support team at [email protected]

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