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
4.1
Ease of Use
4.0
Customer Support
4.0
5 reviews of 513 View all reviews
Sunitha
  • Industry: Program Development
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
0
Features
5
Ease of Use
5
Customer Support
0

5
Reviewed on 26/2/2023

Easy to use and integrate

I have found it to be a great tool for managing customer relationships, automating marketing tasks and tracking leads. It is easy to use and has a lot of features that make it a great choice for small businesses.

Pros

Agile CRM is an ideal CRM for small business owners and professionals looking for an easy-to-use tool to help manage their customer relationships. Its user-friendly design and array of features, such as email marketing, sales automation, customer service, and a mobile app, make it an ideal choice for streamlining workflow and maximizing customer interactions. Additionally, its reporting feature allows me to track customer relationships and sales performances, which is invaluable to any business.

Cons

One of the main drawbacks of Agile CRM is its limited customization options. The software is designed to be used in a specific way, and customizing it to fit your business requirements can be a challenge.

Divaldo
  • Industry: Consumer Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 11/1/2023

Fantastic CRM system

I had integrated the agile CRM with facebook and since we had ads running to capture leads, it was spectacular, because the automation was ready, there was a lot of engagement with customers and they felt special.

Pros

Agile CRM was one of the most important tools for managing my business, excellent for capturing leads, automating and controlling all activities. What I loved most was email automation.

Cons

Recently they launched another tool and they stopped paying so much attention to this tool, also over the years I tirelessly requested the addition of more currencies which was not done.

Tom
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
1

3
Reviewed on 30/11/2020

Good CRM but with some major ongoing bugs that they will not resolve

I have been using since 2008 - connecting JSON nodes to read data directly from Google sheets. I know more about Agile then most of their own staff. I have brought this exact issue many times.... and no change.

So beware of this company, and the stupid bugs they refuse to fix.

Pros

Emails are cheap to send -- JSON node is very powerful allowing high levels of integration and automation.

Cons

Bug when trying to "copy" a campaign.
It just gets stuck after adding the word "copy" to the start of the campaign name, and a pop up saving "saved" does not show. If you don't realise you did not see the popup, then you then think it has made the copy.... but you are still working in the old campaign. Many times this has lead us to overwrite our original campaign.

Right now, I simply need to copy the campaign so send another our email for Black Friday.
After 30min trying everything, including restarting my computer. I still have this bug and cannot complete a very simple task --- which now is proving very costly.

Alternatives Considered

HubSpot CRM

Reasons for Switching to Agile CRM

Hubspot is very expensive, and most thing you can do in Agile -- and Agile is "agile", if you know how to use the tools they have like the JSON nodes.

Response from Agile CRM

Hi Tom,
We are really sad that you had a bad experience with Agile CRM. We have always been a customer focused company and constantly endeavor to deliver the best services. Our product team also focuses on regularly rolling out more advanced and robust features. However, in this process, there remains certain features which are more complex to operate or have a bigger learning path. I recommend you to contact our customer success team for a personalized training so that you can get a better understanding on how to use them more efficiently.
Thank you

Replied 18/12/2020
Cam
  • Industry: Education Management
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 22/1/2020

Easy and clear

Very easy. The support has been very patient and been very informative with some great ideas about how I can get the best out of the software.

Huge thanks

Pros

After using several other CRMs I have found that Agile offers the perfect balance of flexibility and structure I am also REALLy impressed by the marketing and tracking side too.

Cons

Dunno. I haven't found it yet. I had trouble accessing my Gmail but [SENSITIVE CONTENT HIDDEN] very helpfully suggested that I set it up through Imap. Seems fine and no bother

Alternatives Considered

Zoho CRM

Reasons for Choosing Agile CRM

Too many hidden costs in order to get the software to do what I wanted. Too many variability requiring real specialization.

Switched From

Salesforce Sales Cloud

Reasons for Switching to Agile CRM

seemed to do more of what I needed had greater support and was cost effective
Ben
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
0

5
Reviewed on 11/5/2020

The most cost-effective marketing automation and CRM solution I can find

I was originally looking for a marketing automation system for myself, but most are incredibly expensive. I decided to try it and, after a brief learning period, have really fallen in love with it.

I've ended up recommending it many of my B2B clients and startup clients, who similarly are limited in budget. They are sceptical at first but then realise just how much it can do and how it can replace lots of existing disjointed (and expensive) tools.

Look, I'm sure Hubspot and the likes have benefits in some areas - but when you account for the cost difference it really is difficult to justify spending so much more!

Pros

- it's almost an all-in-one product, but at a much more accessible price
- for the most part, the product is easy to use and I like how you can setup automations in an intuitive way
- when used correctly, the power of the product is so insightful
- PRICE!

Cons

- I think the platform overall could do with a cleaner design
- Sometimes it can be a bit tricky to find the thing you need (but customer service have always been quick to help)
- Would love some newer and more modern templates in emails etc.
- LinkedIn integration would make a huge difference

Alternatives Considered

HubSpot Marketing Hub, Zoho CRM, Mailchimp and Marketo Engage

Reasons for Switching to Agile CRM

Mainly price, the free trial, and the breadth of features

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