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Agile CRM
Sell & Market Like the Fortune 500
4.1
(344)
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Agile CRM Reviews & Product Details

Agile CRM Overview
What is Agile CRM?

Agile CRM is a popular customer relationship platform that was built for small to medium sized organization. The software is best known for its ability to seamlessly integrate sales, service, marketing, social media and other engagement channels to offer a centralized, cloud-based hub that delivers customer reports, analytics, and marketing insight. Available in varied range of pricing tiers, Agile CRM offers a premium free service and goes up to priced plans that supports up to 10 users, to enterprise-level services designed for over 50 integrations and plug-in capabilities.

Company Agile CRM
Year founded 2013
Company size 51-200 employees
Headquarters Plano, Texas, United States
Social Media
Agile CRM Categories on Findstack
Ask Questions about Agile CRM
What Agile CRM is best for?
How does Agile CRM compare to Act!?
What are the pros and cons of Agile CRM?
Agile CRM Product Details
Capabilities
API
Segment
Small Business
Mid Market
Enterprise
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation
Languages English
Agile CRM Pros and Cons
Pros
  • Free plan for up to 10 users
  • Cloud-based environment for quick scaling
  • Multi-cloud chat windows
  • Workflow automation and easy data entry
  • Extensive customer support
Cons
  • Only available in English
  • Not suitable for on-premises deployment
Agile CRM Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
Agile CRM Media
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Agile CRM Screenshots
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: November 24, 2024
Agile CRM Logo
344 Agile CRM Reviews
4.1 out of 5
Small Business (50 or fewer emp.)
Jun 15, 2017
 Source
Overall Rating:
5.0
BB
Bob B.
Founder & Marketing Man
Share
"Best CRM on the market in 2017. Utterly brilliant."
What do you like best about Agile CRM?

Pretty much everything. Ease of use. Simplicity. Video Email. Simple Integration. Instant Notifcations. Popup Builder. Landing Page Builder. Made for SALESPEOPLE not Geeky Marketers. Fast implementation. You guys have created a tremendous tool at a tremendous price.

What do you dislike about Agile CRM?

The app needs to be improved. Its clunky and slow. And the Email usage volume, if you increased it for starters, would put you in easy competition with Wishpond, Clickfunnels, Unbounce, etc.

What problems is Agile CRM solving and how is that benefiting you?

Intergated Marketing, Sales, and Delivery. Website Data. Instant Notifcations. Easy Setup.

Small Business (50 or fewer emp.)
Jun 13, 2017
 Source
Overall Rating:
5.0
UH
Ulrik H.
Consultant Renewables & Energy Strategy
Share
"Full featured, well integrated CRM with incredible support for start-ups"
What do you like best about Agile CRM?

The best feature is the support they offer start-ups. Before you have enough revenue you can use Agile CRM as a full fledged CRM system without running into major hurdles. Other CRM systems force users over to a paid plan too early making it dangerous to start building your database there. The support is also fantastic as are the many useful integrations.

What do you dislike about Agile CRM?

This is not an issue with Agile CRM but all CRM software I have come across: It is hard to have an integrated to-do list with emails. On that note, I know one can write emails from within Agile so maybe I could actually leave Googles user interface alltogether and do all my business from within Agile. That's how fulle featured this CRM suite is. And no I did not get any monetary compensation for writing this, I am just really happy with this product.

What problems is Agile CRM solving and how is that benefiting you?

I am able to launch a start-up and delay paying for the CRM until I have revenue that supports it.

Small Business (50 or fewer emp.)
Jun 12, 2017
 Source
Overall Rating:
5.0
MM
Matthieu M.
Co Founder & Ceo
Share
"Best value for money"
What do you like best about Agile CRM?

We really appreciate the marketing automation tool that makes really easy acquisition campaigns launch

What do you dislike about Agile CRM?

The mobile app need to be optimize, concerning UI design mostly

What problems is Agile CRM solving and how is that benefiting you?

Agile CRM helps us managing all our business processes in a single platform: both online and offline. We now have a global view of how our business is going, without umping from a tool to another. Other applications can do so, as SalesForce but for a higher cost.

Small Business (50 or fewer emp.)
Jun 12, 2017
 Source
Overall Rating:
5.0
QL
Quincy L.
Creative Director
Share
"Truly Awesome!"
What do you like best about Agile CRM?

Speed, User Interface, Integrations, Landing Pages, HTML email templates similar to Mail Chimp, Marketing / Workflow Automation, Simplistic yet extremely robust. 10% the price of other software with fewer features.

What do you dislike about Agile CRM?

That it took me weeks to find! I seriously searched for an all-in-one CRM and business management solution. Not hours, or days... weeks. Once I finally did, I bought a subscription same-day. Been loving it ever since!

What problems is Agile CRM solving and how is that benefiting you?

Communication and information centralization. Everything is lost in emails. Hard to keep track of every little thing that needs to happen, especially as I'm acquiring more clients. More and more was falling through the cracks. As a young company, I needed to upgrade my public image to attract even larger clients. Agile CRM has built-in so many features that I don't need to keep paying for separate services to maintain professionalism. Super easy to build a new landing page and point it to a new sub-domain (super easy to do using domains.google.com ) ... Don't even have to for web hosting at this point. By having nice looking HTML templates, I can state information in a very non-confrontational way. I can represent information in a standardized format with images, rather than allowing for misinterpretation. This is becoming a huge time saver, and severe public image enhancement. The landing pages are snappy and easy to build. They have built in little pop-ups to try help capture a site visitors email address, to then assign them to an email campaign or flag for follow-up. I love how it integrates with my Quickbooks Online account, and more importantly, Gmail! ...Their Chrome extension is crucial! Incredibly easy to stay on top of things, add new tasks, and insert premade email templates on the fly! ...You can customize the text and links in the email before sending off, of course.

Small Business (50 or fewer emp.)
Jun 12, 2017
 Source
Overall Rating:
5.0
Vanessa R. avatar
Vanessa R.
President
Share
"Great alternative to SalesForce"
What do you like best about Agile CRM?

I really appreciate the marketing campaign interface. We looked at SalesForce's product, which is similar, and it was going to cost thousands of dollars and a 3rd party to set it up. That was overwhelming. This is much easier to get up and running.

What do you dislike about Agile CRM?

We are still implementing the software however at this time, I don't have any complaints. So far, it meets my expectations and I am happy with all of the features I have used so far.

What problems is Agile CRM solving and how is that benefiting you?

We are able to get rid of Aweber and MailChimp and centralize our company CRM. The drip campaigns make past client follow-up much easier and consistent.

Small Business (50 or fewer emp.)
Jun 01, 2017
 Source
Overall Rating:
5.0
BS
Brandon S.
Web Best Practice Limited
Share
"Really Happy with AgileCRM"
What do you like best about Agile CRM?

Kiran has been very helpful. The system is stable and doing what we need. Very happy with it and look forward to working together.

What do you dislike about Agile CRM?

Happy with the system so far. They have been able to explain everything to me

What problems is Agile CRM solving and how is that benefiting you?

Sales and managing everything through one system.

Small Business (50 or fewer emp.)
May 30, 2017
 Source
Overall Rating:
5.0
KV
Koos V.
Ceo ♦ Hoof Care Expert ♦ Hoof Care Management Presenter ♦ Distribution Manager
Share
"Great service and tutorials"
What do you like best about Agile CRM?

Agile is the best CRM I've used. The tutorials to get started and their prompt support are very good. This company is constantly updating and adding different features which make this product even better.

What do you dislike about Agile CRM?

It would be nice to have 2 user logins for the same pricing package. I have an IT person who help me setting up campaigns, but only one person can be logged in at the time.

What problems is Agile CRM solving and how is that benefiting you?

We were looking for a product to streamline our client emails and communications. Agile is the CRM that does it all above expectations.

Small Business (50 or fewer emp.)
May 22, 2017
 Source
Overall Rating:
5.0
GB
Gabriel B.
Digital Marketing Analyst
Share
"An easy to use all-in-one"
What do you like best about Agile CRM?

I spent a lot of time searching for a good marketing automation tool. The majority of tools I came across were either very expensive or didn't have all the funcionality I needed. I loved Agile because, besides being affordable, I can manage everything from there: from e-mail automation to lead managament to landing pages. I like the interface and the user experience. I was able to create my account and set everything up with no pain.

What do you dislike about Agile CRM?

So far, I'm pretty happy with the tool. It is definitely better than most of its competitors.

What problems is Agile CRM solving and how is that benefiting you?

I'm able to automate my leads nurturing and review their progress into the sales funnel. Agile also have a tracking code installed on my website, so I can see when and which pages are visited by my prospects, which provides me with a better insight on how interested they might be in my services. It's pretty cool.

Small Business (50 or fewer emp.)
May 22, 2017
 Source
Overall Rating:
5.0
AR
Alessandro R.
Creative Director | Visual Artist
Share
"Amazing Automation Tool"
What do you like best about Agile CRM?

I like its easy to use interface and all the features.

What do you dislike about Agile CRM?

Can't stop the campaign or email sending once it's started.

What problems is Agile CRM solving and how is that benefiting you?

I realized Agile CRM let me connect to my audience in a better organized and effective way.

Small Business (50 or fewer emp.)
May 19, 2017
 Source
Overall Rating:
5.0
SS
Sveinbjorn S.
Driver
Share
"Agile CRM is fantastic"
What do you like best about Agile CRM?

Agile is very nice and has great setup. It is easy to integrate with other programs and works very well for auto mail, contact info I would easily recommend agile CRM for smaller businesses and those just starting out in business, they have great support team how are very willing to help with anything and quick to reply. If you are using clickfunnels or godaddy agile is very good to use with them and easy to integrate into both platforms. So I don't know what else to say but to have a nice day and good luck and fortune!!!

What do you dislike about Agile CRM?

I have nothing I can say about disliking agile because they have bin great for me. I tried some others which I did not like so I went with agile CRM. I like everything so far and they don't fail me.

What problems is Agile CRM solving and how is that benefiting you?

I use them for my marketing to auto respond emails and email marketing to my contact list before and after events, keeping contact info.

Small Business (50 or fewer emp.)
May 19, 2017
 Source
Overall Rating:
5.0
JK
Josh K.
Founder
Share
"Great CRM"
What do you like best about Agile CRM?

What I like the most is the ability to create complex workflows according to our needs. Also The API feature which helps our programmers sync data

What do you dislike about Agile CRM?

Maybe I would like to have folders to segment our campaigns. Nothing serious but it could be helpful

What problems is Agile CRM solving and how is that benefiting you?

We chose Agile CRM for their ability to take an action based on a person's reply to an email. We were having a hard time doing it manually to suppress current respondents from future marketing emails.

Small Business (50 or fewer emp.)
May 17, 2017
 Source
Overall Rating:
5.0
CB
Charlinda B.
C.F.M.W
Share
"It truly is a great program"
What do you like best about Agile CRM?

User-friendly, comprehensive & supported

What do you dislike about Agile CRM?

Limited campaigns BUT they are fixing it

What problems is Agile CRM solving and how is that benefiting you?

Clients relations are managed, leads generated through webforms are nurtured and the process is automated. Segmenting clients have never been easier and support for the product is fantastic! Keeping track of tasks is an integral part of my daily function and the task management within Agile keeps me on track. Assigning tasks to alternative users are easy. Client records can be as detailed as required and one of the other things I do often is associate specific documentation to individual client contacts. Integration with 3rd parties are easy. The timeline feature is a gem! AgileCRM is truly a great product!

Small Business (50 or fewer emp.)
May 15, 2017
 Source
Overall Rating:
5.0
EE
Emanuel E.
Regional Director
Share
"One of the best & complete solutions of CRM and marketing"
What do you like best about Agile CRM?

It stand out with a straight forward dashboard and easy leads capturing formulas

What do you dislike about Agile CRM?

It was hard to see how should we use the sms integration, but the support was neat ;)

What problems is Agile CRM solving and how is that benefiting you?

Leads capturing and SMS integration. It also among the companies with a good integration on wordpress

Small Business (50 or fewer emp.)
May 15, 2017
 Source
Overall Rating:
5.0
RP
Rohit P.
Founder
Share
"Awesome All-in-one experience "
What do you like best about Agile CRM?

Agile CRM is the only platform which helps people like me with growing businesses set up the CRM. I am able to make calls, record them and also auto responds using emails, push notifications and even offer deals to my customers. All my Sales, service and marketing activities are under one roof and I get a complete picture of a customer - when he initiated the engagement with the website, what all activities lead to a sale and also support him after becoming a customer. The best feature I like is their easy to use landing page and email builders to create campaigns in a jiffy! Also setting up my RingCentral account in the tool was so simple and even making calls was a breeze.

What do you dislike about Agile CRM?

The limit of 5000 free emails per plan, but they have an upgrade package which is very very low as compared with others. Want more emails to be given free :P.

What problems is Agile CRM solving and how is that benefiting you?

Sales calling, customer tracking, service requests and complete communication with the clients. I am able to schedule my emails and set up campaigns to customers based on specific criteria. Tags help in the easy filtering of contacts anytime, saving on loads of time. We can create custom tags and update the contacts, it is like plain clay, which can be molded whatever way you want it to be. Email creation was too expensive when outsourced to an agency, I am saving a lot by using the drag and drop email editor and also the landing page builder which also is a simple drag and drop interface. Analytics: This is one feature which helps me to analyze my campaigns performance and take informed decisions to improve the conversions.

Small Business (50 or fewer emp.)
May 13, 2017
 Source
Overall Rating:
5.0
Pedro S. avatar
Pedro S.
Vice President Intelligence Platform Consulting Practice
Share
"Best-Kept CRM Secret. For Now."
What do you like best about Agile CRM?

Super easy, intuitive to get started and continue using. A very complete solution and quite affordable. I like very much that the interface is based on new technology. It updates quickly and does not require additional clicks to save every new input.

What do you dislike about Agile CRM?

Some integrations are not straight-forward, like the Skype integration. I could not get it to work. But I was able to integrate it to my Android phone with the CRM app which is better for making calls, and that is what I was really trying to accomplish. So it worked out better that I can make calls without using Skype because I get to save more money. The scheduling functionality is great but it would be awesome if they could integrate Gotomeeting with it. Just like Calendly does where it creates the gotomeeting session automatically and sends out the details in the notifications. I wouldn't be surprised if they create this soon in the future.

What problems is Agile CRM solving and how is that benefiting you?

Ability to conduct outbound calling campaigns with a very smooth way of registering actions and reporting on activities to keep track of productivity. I get a very complete CRM solution with Agile and they have so many integrations that I can see using down the road.

Small Business (50 or fewer emp.)
May 12, 2017
 Source
Overall Rating:
5.0
EF
Emilio F.
Business & Marketing Executive
Share
"Efficient and straight forward to use"
What do you like best about Agile CRM?

Agile is a quick & easy CRM to get started on. The onboarding doesn’t have a long learning curve. It is very good for beginners. Businesses will benefit from using this straight forward & user-friendly CRM. The CRM is clear and concise for the tasks in which we use it for. Importing contacts is simple and easy to do. The email templates are also perfect for business strategy. The customer support team are fast in their responses to any queries that we have had. Overall, Agile has proved to be an ideal investment for taking our company forward.

What do you dislike about Agile CRM?

The email templates are more or less perfect for our business however more room for content could be an improvement. Also, the options for canned responses could be more.

What problems is Agile CRM solving and how is that benefiting you?

The CRM is perfect for sending mass newsletters and promotions regarding our new products that we develop and release throughout the course of the year. The email template designer is very useful & simple to use with its drag & drop features and provides our business with the service we require to create effective emails.

Small Business (50 or fewer emp.)
May 12, 2017
 Source
Overall Rating:
5.0
Dominik R. avatar
Dominik R.
Geschäftsführer
Share
"4 Month User"
What do you like best about Agile CRM?

- Fast support - Awesome Marketing automation

What do you dislike about Agile CRM?

The trial process was a bit buggy i had to relog to my account to get it working.

What problems is Agile CRM solving and how is that benefiting you?

We are solving marketing automation mainly.

Small Business (50 or fewer emp.)
May 11, 2017
 Source
Overall Rating:
5.0
IJ
Ira J.
Parelduiker | Arbeid En Organisatiepsycholoog Nip
Share
"CRM one-in-all!!"
What do you like best about Agile CRM?

I like that it is all-in-one. I stopped mailchimp, optinmonster and my online scheduling since Agile covers all my needs. I now only use agile CRM and it works perfect & gets all my work completed by a single platform. Their support is also very good & they called my if I need help if I just let them know. Very good customer-service.It is very good for beginners and businesses that require a all in one platform that is not complex.

What do you dislike about Agile CRM?

Since I am from Netherlands & English is not so good so it is difficult to understand everything even when they are trying to help me in English. It would be great if they do support in other languages.

What problems is Agile CRM solving and how is that benefiting you?

I needed a software that will automate all my email marketing needs, help me with sales & Agile helps me to it well. Additionally it gives me service automation to help support my customers.

Small Business (50 or fewer emp.)
Apr 26, 2017
 Source
Overall Rating:
5.0
SS
Sylvain S.
Web Designer Freelance
Share
"The best so far"
What do you like best about Agile CRM?

Offers a LOT of tools to manage clients and deals, emails, automations and plus, it's in french! The Android App is very useful too

What do you dislike about Agile CRM?

Nothing that i can think of. Time will tell.

What problems is Agile CRM solving and how is that benefiting you?

I've tried at least 10 CRM for my small business. It's really hard to find the right one, one that offers exactly what you need. I'm really glad i found Agile CRM because it's the most complete solution so far and you can't beat the price! Perfect for a small business (and for bigger ones i presume)

Small Business (50 or fewer emp.)
Apr 20, 2017
 Source
Overall Rating:
5.0
Amsa V. avatar
Amsa V.
Chatbot Marketer
Share
"Can there be any better CRM?"
What do you like best about Agile CRM?

- Ease of use - The look of the software itself - Ease of learning - Friendly staffs - Affordable pricing I am a proud user of Agile CRM. I am happy to say that most of my tasks (running a SMB) is piled up. I cannot imaging putting down every task with a manual pen and paper. Agile CRM makes it so easy for me to log in my task along with the time, details and a reminder to be set up. I love this!

What do you dislike about Agile CRM?

- webinars and online videos are the only source of learning the software - personal learning curve is missing

What problems is Agile CRM solving and how is that benefiting you?

SMB have the most of the problems. Right from generating leads, converting them into accounts, timeline of what activities have been done, how many emails have been received form the customer and the closing of the lead. Agile CRM makes it easy to have a clear timeline view of all the activities of a customer. It give details of a lead created, closed, status, email received, sent along with date and time.