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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
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Ask Questions about Agile CRM
What Agile CRM is best for?
How does Agile CRM compare to Pipedrive?
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
Agile CRM video thumbnail
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Agile CRM Screenshots
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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: December 28, 2025
Agile CRM Logo
344 Agile CRM Reviews
4.1 out of 5
Small Business (50 or fewer emp.)
Aug 24, 2020
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"A software to manage the relations with your clients in an effective way"
What do you like best about Agile CRM?

Agile CRM is a well known intuitive software that works with customer relationship management, has an automated platform perfect for managing sales and marketing campaigns, the platform is easy to configure and has different web analytics tools that make the marketing work much more fluid and fast for example you can track the activity of visitors on the website and then analyze the behavior of the future customer, is highly integrated with social networks and finally also has a contact management module that allows users to register and access customer data such as social network accounts, lead scores and interaction records.

What do you dislike about Agile CRM?

Agile CRM still has some points to improve to be a complete software for example the interface could be updated for a better user experience as I consider it has an outdated design, should integrate more tools for reporting such as tableau, would enhance much more its role as reporting software, the help tutorials do not have a good quality are not always kept up to date so they should be improved as this makes it a little difficult to learn the platform finally I would like to have an option to avoid duplicate emails.

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

Agile CRM still has some points to improve to be a complete software for example the interface could be updated for a better user experience as I consider it has an outdated design, should integrate more tools for reporting such as tableau, would enhance much more its role as reporting software, the help tutorials do not have a good quality are not always kept up to date so they should be improved as this makes it a little difficult to learn the platform finally I would like to have an option to avoid duplicate emails.

Mid Market (51-1000 emp.)
Aug 19, 2020
 Source
Overall Rating:
4.5
Morgan C. avatar
Morgan C.
Search Engine Optimization Specialist
Share
"Mobile optimization and customer engagement platform."
What do you like best about Agile CRM?

Agile CRM is very easy to get along with and it has many of the functional features with easy access and very helpful options. I also like the best integration across multiple marketing platforms and the email campaign management and the easy generation of detailed reports. Sending bulk personalized email, contacts importing and their customer support its very reliable and responsive the customers requests regarding Agile CRM usage.

What do you dislike about Agile CRM?

With Agile CRM i have no main problem on the tool implementation and even learning the software usability is very simple.

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

Response management. Email monitoring. Campaign management. Easy communication.

Enterprise (> 1000 emp.)
Oct 15, 2019
 Source
Overall Rating:
4.5
BH
Beverly H.
Account Planner
Share
"All-in-one CRM"
What do you like best about Agile CRM?

It's really an All-in-one CRM. It's fast, the interface is user-friendly, it allows you to view data contacts and conversations with customers easily, automates sales tracking. Centralizes management of sales and managing contact information. Simplifies project management and provide features for organizing tasks. Delivers realistic analysis with critical metrics that help us gain a deep understanding of the sales process and the interests of our customers. It integrates with other applications without many complications.

What do you dislike about Agile CRM?

Overall, the software is efficient, but unfortunately it is expensive.

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

Simplified contact management. Its functions allow us to delve into the interests of our clients and also helps us improve interaction with customers and prospects. The platform is important for our team because it helps us organize contact information and visualize the effectiveness of our business strategies.

Small Business (50 or fewer emp.)
Oct 15, 2019
 Source
Overall Rating:
4.5
MS
Mohammed S.
Customer Care Assistant
Share
"Un excellent outil pour le service client."
What do you like best about Agile CRM?

Cet outil peut être configuré pour répondre à vos besoins et je l’aime bien, car il permet aux utilisateurs d’y ajouter des champs personnalisés. L’équipe de support de ce logiciel est louable, ils sont très réactifs et le CRM Agile peut être intégré à d’autres outils pour faciliter votre travail.

What do you dislike about Agile CRM?

Ce logiciel est compliqué, il faut recevoir une formation sur son utilisation.

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

Ce logiciel nous a permis d’améliorer la qualité du service à la clientèle de notre entreprise, ainsi que dans les domaines des ventes et du marketing.

Mid Market (51-1000 emp.)
Sep 06, 2019
 Source
Overall Rating:
4.5
Victor T. avatar
Victor T.
Project Specialist
Share
"Great automated features."
What do you like best about Agile CRM?

Besides its ease to setup i like it for its lots of native intergration with lots of webbased application such as gmails, quickbooks, twillis and then the emails automatically load from my gmail inside agile CRM.

What do you dislike about Agile CRM?

We had problem settingup links between our wordpress site until it was solved i see no dislike about it.

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

All things concerning cloudbased CRM customer tracking, deal tracking, notes and communication history, making analytics, scheduling and much much more.

Small Business (50 or fewer emp.)
Apr 25, 2019
 Source
Overall Rating:
4.5
CB
Chris B.
Creative Director
Share
"It just works!"
What do you like best about Agile CRM?

I've tried dozens of CRMs over the last few years while helping several clients (and my company) find a solid, all-around CRM system. The best thing about Agile is that it just works. Everything I've tried in the system configures easily and correctly and does what it claims to be able to do.

What do you dislike about Agile CRM?

The marketing automation system seems very dated and is the only part of the system that I find confusing. There aren't very many readily available email templates and the ones that are available are fairly limited when it comes to design. You CAN import your own HTML designs and they work great, but the workflow for creating an email and a campaign is confusing and can be very frustrating. This part of the system needs improvement. But so many OTHER things works well in the system this is overall a minor complaint.

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

Automating the collection of contacts and information, as well as expanding the ability to see who is visiting a client's website and where they are going on that site. System also offers a lot of capabilities for setting up automated responses from email queries and drip campaigns (although as you can see from above this part is confusing to setup; but it DOES work very well once it is configured).

Small Business (50 or fewer emp.)
Mar 19, 2019
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Agile CRM is GREAT! "
What do you like best about Agile CRM?

I enjoy that Agile is very comprehensive and easy to use. It has streamlined our entire process and saves me at least 50% of the time I was previously spending on data entry and tracking.

What do you dislike about Agile CRM?

So far I don't have many dislikes. I am currently trying to figure out exactly what the dashlet pre-populated stats stand for and where the information is acquired, however they offer many training videos, phone and live chat support.

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

We are saving time and money and have completely streamlined our process. I am saving so much time on data entry outreach as the form is easy to fill out, the campaigns set apart our sales agents into categories right away and there are templates attached for any emails I need to send through the entire hiring process.

Small Business (50 or fewer emp.)
Mar 19, 2019
 Source
Overall Rating:
4.5
Armando V. avatar
Armando V.
Senior Sales Supervisor
Share
"A solid CRM and easy to use"
What do you like best about Agile CRM?

The user interface and the good design of the structure helps to configure and integrate from the beginning the introduction of company data and new users is a simple task. It has a large number of automated functions that help you not lose time doing monotonous tasks. The section of communication with customers through notes, the tracking of the offers made and also the communication histories help to keep track of sales and all communications that have been made with customers for the subsequent analysis of these interactions. .

What do you dislike about Agile CRM?

Some performance problems in the software have happened to us in a random way. When introducing new information sometimes has not been introduced and we had to put it back and once we deleted a user profile that we had saved. They have only been two or three times, they are not recurring problems.

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

In the field of marketing and sales has helped us a lot, since it allows to configure and automate certain options such as sending messages and saves us a lot of time. We can also analyze the reports of results, the monitoring of sales, the products sold, all of which provide us with information to continue improving this area of the company. The management of emails can be done from within Agile CRM through Gmail, which helps us to make communication with customers much more fluid and also allows us to interact with them easier.

Mid Market (51-1000 emp.)
Feb 17, 2019
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"I like the team that supports Agile"
What do you like best about Agile CRM?

I like the team that supports Agile. All team Prakash, Rabinder from IT (care@agilecrm.com) and customer support Joe, Ashley, Raj, Jeff and Jason who I was working with are great. They all have a positive attitude; they are passioned about their business and very dedicated to what they are doing for Agile. I can understand how hard to be so successful in such a turbulent environment as they are working in.

What do you dislike about Agile CRM?

Agile CRM is excellent in terms of use and functionality but has some points that should be developed a bit better. But on the other hand, I was working with SalesForce, Hubspot, and Marketo and they are not perfect-perfect. I hope Agile CRM will be one of the best in the nearest future.

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

Automation of emails, tasks; Creating forms, eDocs, Forms, Landing Pages from a marketing perspective and different work for the sales team.

Small Business (50 or fewer emp.)
Dec 25, 2018
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"CRM with sales automation"
What do you like best about Agile CRM?

Agile has an intuitive interface and includes multiple features to automate communication with customers and the sales process.

What do you dislike about Agile CRM?

LinkedIn integration, it would be helpful if more details were synced to contacts.

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

Managing stakeholder relationships, targeted email marketing, sales pipeline.