About Agile CRM

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management, a landing-page builder and knowledge base functionalities. The contact management module lets users record and access customer data such as contact information, interaction records, social-media accounts and lead scores. The software also offers email integration, which allows users to sync data with email services including Gmail, Microsoft Exchange and Office 365 and IMAP services. Users can track website visitors to analyze customer behavior, and marketing automation tools help users create marketing workflows with a drag-and-drop interface. Users can also send automatic reminders based on time and contact options. Agile CRM also includes task management functionality. Users can drag-and-drop tasks in lists, sort tasks, add notes and update task status. Social media integrations allow users to publish and respond to posts on social channels such as Facebook, LinkedIn and Twitter. Pricing is per user per month. Phone and email support is available.
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Agile CRM pricing

Agile CRM has a free version and offers a free trial. Agile CRM paid version starts at US$8.99.

Starting Price:
US$8.99
Free Version:
Yes
Free trial:
Yes

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Agile CRM Reviews

Feature rating

Value for Money
4.1
Functionality
4.0
Ease of Use
4.0
Customer Support
3.9
5 reviews of 442 View all reviews
Erik
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
3

5
Reviewed on 17/4/2018

Agile CRM is a Great First Step into the CRM World

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.

Guillermo
  • Industry: Education Management
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 19/7/2019

All I need to work in one place

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.

Aaron
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
1

1
Reviewed on 4/10/2022

Stay away - will IRREPARABLY DAMAGE your ability to send emails to even your existing customers

In a word, awful. Setup is confusing. First you're presented the option to link your gmail account--I did. But it did not work. Engaged chat support. They tell me to disable the link, and to use a very convoluted process to first enable 2FA on our entire company's google account users, then set up a App Password in Google Account, then provide it to Agile as p/w when setting up IMAP/SMTP instead. I had followed the nagging setup icon instructions to create MX and TXT records as well, which chat support specifically told me to remove.

I then sent an initial email in two batches of 15 receipients - existing customers we communicate with often in our business (they're tenants of our property management company). Gmail accounts received, Yahoo accounts got a 554 Permanent Error rejection response. I tried a stripped down version from within gmail (not Agile)--but then got the same 554 error. Sent a freshly composed email to a yahoo account of mine, as a test--same 554 error. These are all yahoo email addresses that have lots of prior back-and-forth with our company gmail account. Now however, Agile has created this 554 email leaving us completely unable to communicate with about 1/3 of our tenants. This is an irreparable harm. NOTHING IS WORTH THIS.

Pros

I was drawn in by the lure of a free product.

Cons

I'm now unable to send even regular text-only emails from our company's gmail account to any yahoo account, regardless of the number of prior emails back and forth between the two. We effectively now cannot use email to communicate with our existing customers reliably.

Alternatives Considered

Zoho CRM

Reasons for Switching to Agile CRM

Cost (free) and what seemed like a lot of good reviews.
Nosipho
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

5
Reviewed on 29/8/2022

Great software

Nothing short pf amazing.

Pros

It's a product that offers practically everything, but at a considerably more affordable price. The product is generally simple to use, and I appreciate how easily automations can be set up.

Cons

In my perspective, the normal bundle ought to have been less expensive. Other than that, I don't find any criticisms of this sort.

Joshua
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
3

4
Reviewed on 4/4/2021

Good little CRM for a great price

Great system for tracking and following up with clients through the sales, marketing and implementation phases of the customer relationship.

Pros

Agile has a very expansive set of features that I could not find on other similarly priced products. It is reasonably priced for solopreneurs and offers a grown-up set of features for even small companies. The system is very configurable and offers user-defined fields for contact, company, and deal records - most other CRM solutions don't.

Cons

It looks like it needs a facelift - the UI could be improved as it doesn't look like there has been an update in many years. I would like to see a view that combines the information from contact, company, and deal records on one screen.

Alternatives Considered

HubSpot Marketing Hub and HubSpot CRM

Reasons for Choosing Agile CRM

Hubspot was much more money for similar features

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