What We Recommend Agile CRM For
Agile CRM is a CRM solution that addresses a wide range of business needs, from marketing to sales to customer service. It is beneficial for businesses looking for a centralized hub for all these processes.
Who Agile CRM Is Good For
- Small businesses looking for a free CRM: Getting a free CRM solution is a good starting point for small businesses and startups handling a low volume of contacts that have a limited budget. Agile CRM offers a free plan that allows you to store unlimited deals, tasks, and documents. It is one of our top picks for the best free CRM software.
- Teams wanting an affordable CRM with inclusive marketing features: Having a CRM software with integrated marketing features gives you a more streamlined lead routing process and deeper insights into your leads’ preferences. Agile CRM’s wide range of features includes marketing automation for email newsletters, social media, and SMS.
- Salespeople seeking a CRM with social integrations: Social media is one of the most prominent channels for engaging and communicating with your leads, making integrations with such platforms a huge advantage. Agile CRM integrates with Facebook, Twitter, LinkedIn, and Google+. It made its way to our list of the best social CRM platforms.
Who Agile CRM Is Not a Good Fit For
- Companies looking for a white label CRM: White label CRM enables users to rebrand the software so that they can resell it or package it with other solutions. While Agile CRM has a partner program, it does not extend to white labeling. If you are looking for a white label solution, you may want to check out our top picks for the best white label CRM systems.
- Healthcare organizations: CRM solutions for healthcare organizations must comply with the Health Insurance Portability and Accountability Act of 1996 (HIPAA) to ensure patient data security. If your company belongs in the healthcare industry, you can take a look at our list of the best HIPAA-compliant CRM, as Agile CRM currently does not comply with this regulation.
- Accountants and bookkeepers who need automated billing features: CRM solutions with billing features streamline the invoicing process and help keep track of each customer’s invoices. Agile CRM, however, lacks these features. If you are looking for built-in billing features, visit our top picks for the best CRM for accountants.
Agile CRM Overview
|Integrated sales, marketing, and customer service tools||Lower plans have limited third-party software integrations|
|Offers a free plan||Caps the number of contacts you can store|
|Unlimited deals, tasks, and documents||Limits the number of campaign workflows|
Agile CRM Pricing
Agile offers a free plan and three paid subscription options:
- Free: Unlimited deals, tasks, and documents for up to 10 users
- Starter: $14.99 per user, per month
- Regular: $49.99 per user, per month
- Enterprise: $79.99 per user, per month
Small businesses and startups with simple business processes
Businesses with a growing number of leads and clients
Growing businesses needing advanced sales tools
Large enterprises handling a high volume of clients
Campaign Workflow Limit
Third-party Integration Limit
*Yearly and two-year plans are paid in full at the start of the billing cycle.
Agile CRM’s Free plan gives you access to the platform’s basic features, such as contact management tools, lead scoring, appointment scheduling, email campaigns, and a support help desk. Up to 10 users may access a free account. Marketing campaigns can have up to five automation steps per campaign and one automation trigger rule.
The Starter plan adds additional features like two-way email synchronization, marketing automation, social monitoring, and email reports. You can store up to 10,000 contacts and company records. You can also have up to 10 automation steps per marketing campaign and up to five automation trigger rules.
The Regular plan has the Free and Starter plans’ features, plus a built-in dialer that can have both inbound and outbound calls, custom deal tracks, and mobile marketing. You can also have up to 25 automation steps per marketing campaign and up to 10 automation trigger rules.
The Enterprise plan includes all of the lower plans’ features, as well as post-call automation, call recording, and automated voicemails. Post-call automations include logging calls and saving notes. Marketing campaigns can have up to 50 automation steps per campaign and unlimited automation trigger rules. Enterprise users have access to a dedicated account representative and an onboarding coach.
Agile CRM Features
Agile CRM’s features cover a wide range of business processes, including sales, marketing, project management, and customer service. It enables businesses to make informed decisions by centralizing all contact information and interactions across these stages of the customer journey.
Below are some features worth mentioning:
- Project management: It enables you to manage and prioritize tasks for your projects.
- Mobile app: It enables you to access its sales, marketing, and customer service systems on the go.
- Contact, calendar, inbox, and deal management
- Sales gamification
- Lead scoring
- Lead prospector
Agile CRM’s sales tool enables you to manage contacts, company accounts, deals, documents, emails, calendars, and activities. Its sales enablement features help you determine each lead’s likelihood of being converted. It also provides sales gamification features that encourage competition and collaboration within your sales team.
The platform’s built-in dialer enables you to make outbound sales calls and receive inbound calls within the platform. It records and logs these calls and stores notes that you take during the calls. You can also automate tasks like call forwarding, email follow-ups, and voicemail delivery.
- Email tracking
- Landing pages
- Multichannel campaigns
- Video emails
- Push notifications
Agile CRM’s marketing system enables you to manage multichannel campaigns, including email, social media, SMS, website, and telemarketing campaigns. Its social media marketing tool has a social listening feature that detects mentions of your brand, identifies customer concerns, and monitors what industry influencers are saying.
It also includes features that increase customer engagement of your website. Among these features are landing pages, web forms, exit intent pop-ups, and push notifications.
- Help desk ticketing
- Service level agreements (SLAs)
- Ticket feedback
- Support workflows
- Canned responses
The platform’s customer service system organizes your help desk processes with features like ticketing systems, ticket labeling, help desk groups, and service level agreements (SLAs). SLAs set service expectations for both customers and your team. You can also set key performance indicators (KPIs), which you can use to evaluate your customer support team’s performance.
Other service tools you can create include a live chat widget and a knowledge base for your website. You can also reduce your response time with automated support workflows and canned responses.
Reporting & Analytics
- Sales dashboard
- Custom reporting
- Scheduled reports
- Growth reports
- Contact-level analytics
- Pages visited and duration
- Referring URL reports
- Funnel and cohort analysis
Agile CRM generates contact-level analytics that provides insights into customers’ interests, preferences, and the likelihood of buying based on their activity on your website. These insights enable you to design targeted content which increase your chances of closing deals.
You can also customize and schedule reports based on the metrics that you prefer. Furthermore, you can generate graphs to visualize your team’s performance.
- Social media
- Support software
- SMS gateways
- Webforms and landing pages
- Billing plugins
- Content management software (CMS)
Agile CRM integrates with various types of software, such as those for social media, billing, ecommerce, and CMS programs. Popular examples include Facebook, Twitter, LinkedIn, Stripe, QuickBooks, Xero, Shopify, WooCommerce, Magento, and WordPress.
Ease of Use
- Drag-and-drop workflow design
- Straightforward interface
Agile CRM has a straightforward interface with different tabs for the sales, marketing, and service systems. You can also simply design workflows using drag-and-drop elements.
Agile CRM Alternatives
Best for: Small businesses looking for multichannel communications solutions
Best for: Sales teams that require built-in calling features to contact leads
Best for: Businesses wanting a free, no-frills CRM with basic features for unlimited users
Starting price: Free or $24 per month
Starting price: Free or $29 per user, per month
Starting price: Free or $50 per month for sales or marketing add-ons
What Users Think of Agile CRM
Most of Agile CRM’s users are happy with its unified platform that has an extensive range of features, including contact management, project management, and marketing automation. At the time of this publication, Agile CRM has the following scores on popular user review sites:
- G2: 4.0 out of 5 based on 281 reviews
- Capterra: 4.2 out of 5 based on 203 reviews
- Software Advice: 4.17 out of 5 based on 401 reviews
- TrustRadius: 7.5 out of 10 based on 16 reviews
- GetApp: 4.2 out of 5 based on 403 reviews
When reading through user reviews, here are some of the most prominent trends we observed:
Users Don’t Like
Extensive features for contact management, marketing, and telephony
Steep learning curve
Emails are difficult to customize
Responsive customer support team
Lacks knowledge base articles
Seamless third-party software integrations
Agile CRM provides integrated marketing, sales, project management, and customer service solutions. One of the benefits of this integration is a more comprehensive understanding of each contact’s preferences and what channels they are most active in. You can use these insights to come up with informed decisions as you nurture your relationships with your contacts and prospects. Sign up for a free plan to see if it is a good fit for your business.