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Overview

What is Agile CRM?

Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.

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Recent Reviews

TrustRadius Insights

Agile CRM offers a range of use cases that have been praised by users and customers. With this software, businesses can effectively …
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Simply appalling customer service

1 out of 10
June 30, 2021
I have been using Agile CRM paid for version for about 5 years, in two companies. Over that time I have witnessed a deterioration in …
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Agile CRM Success

8 out of 10
February 12, 2021
Incentivized
We are using Agile CRM to replace our old computer program. We are using it across the whole company. We are now able to see documents and …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Custom fields (19)
    4.0
    40%
  • Customer data management / contact management (19)
    3.6
    36%
  • Integration with email client (e.g., Outlook or Gmail) (18)
    1.2
    12%
  • Email marketing (19)
    1.1
    11%
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Pricing

View all pricing

Starter

$8.99

Cloud
*per user per month

Regular

$29.99

Cloud
*per user per month

Enterprise

$47.99

Cloud
*per user per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

3.2
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

1.8
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

3.3
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

3.6
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

1.5
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

4.1
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

5.8
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

3
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

5.2
Avg 7.2

Platform

8.2
Avg 7.5
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Product Details

Agile CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.

Reviewers rate Mobile access highest, with a score of 8.2.

The most common users of Agile CRM are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews and Ratings

(134)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Agile CRM offers a range of use cases that have been praised by users and customers. With this software, businesses can effectively collect and manage contact information, streamline sales and recruitment efforts, and nurture leads. The points system allows for targeted marketing and sales efforts towards potential customers, improving overall efficiency and increasing the chances of conversion. The platform also serves as a centralized customer database, enabling businesses to manage customer details across departments and gain a comprehensive overview. Agile CRM's automation features help save time on administrative tasks and allow users to focus on more critical projects. Additionally, the software's ability to generate reports and dashboards provides valuable insights for decision-making purposes. Users have also found value in Agile CRM's integration capabilities, allowing them to sync data with backend applications and other systems like ticketing and finance. The mobile app further enhances convenience by providing basic functionality on the go. However, it is important to note that some users have encountered issues with the software not working properly or experienced difficulties in canceling their subscription, which has led to frustration and concerns regarding the legitimacy of the service.

User-Friendly Interface: Many users have praised Agile CRM for its well-designed and intuitive functionality. They have found it easy to create complex marketing campaigns with ease, indicating that Agile CRM provides a user-friendly interface for efficiently managing campaigns.

Effective Lead Management: Reviewers appreciate the ability to add points and rank leads in Agile CRM. This feature has been mentioned by several users as helpful in sorting and targeting potential customers. It suggests that Agile CRM offers effective lead management capabilities, allowing users to prioritize and engage with high-value leads.

Flexible Customization Options: Users have found creating custom fields in Agile CRM effortless, with these fields being visible in the lead's profile. Several reviewers have mentioned this flexibility, suggesting that Agile CRM offers robust customization options tailored to specific business needs.

Cons:

  1. Frequent Error 429: Some users have experienced frequent occurrences of the error message "Request failed with status code 429." This issue has caused frustration and interruptions in their workflow.

  2. Limited Customization Options: Several reviewers have expressed dissatisfaction with the limited customization options available in Agile CRM. They feel that the software lacks flexibility in terms of tailoring it to their specific business needs.

  3. Steep Learning Curve: A number of customers have found Agile CRM to have a steep learning curve, requiring significant time and effort to fully understand and utilize its features effectively. This complexity has been a challenge for some users, particularly those who are new to CRM systems or have limited technical expertise.

Agile CRM is commonly recommended by users for its ease of use and cost-effectiveness. Users find it easy to implement and navigate, making it a suitable choice for small and medium enterprises. They appreciate the user-friendly drag and drop features and find the pricing options, including the free version, affordable. Agile CRM also receives positive feedback for its customer support and integration capabilities. It is highly valued for its ability to track customer activities and facilitate communication within a website.

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Steven Davis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use AgileCRM to collect contact information and manage sales and recruitment efforts and leads. This platform allows me to target my marketing and sales efforts towards students that are most likely to purchase by using a points system.
  • The functionality of creating the campaign is very well thought out. It's extremely intuitive and I'm able to create what is considered complex campaigns with ease.
  • The ability to add points to the profile of a lead and rank them makes sorting and targeting potential customers very easy.
  • Review profile of a lead is very easy. Custom fields are easy to create and are visible in the profile.
  • If a lead is marked as "hard bounce", meaning that a sent email bounced, the system will not send any more emails to that lead. The only way to fix this is to delete the lead and add it again. This results in losing all history from the lead.
This is an affordable platform. If they can work out the kinks to get it to work properly and of their service to respond to more complex issues, It'll have the product that competes directly with Salesforce.
Sales Force Automation (9)
33.333333333333336%
3.3
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
100%
10.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
66.66666666666667%
6.7
Task management
100%
10.0
Billing and invoicing management
N/A
N/A
Reporting
100%
10.0
CRM Reporting & Analytics (3)
66.66666666666667%
6.7
Forecasting
N/A
N/A
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
25%
2.5
Custom fields
100%
10.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • Helped business because there was a better understanding of the size and profiles of my leads
  • Negative impact - leads were labeled as hard bounce and couldn't send until a lead was deleted and added again. VERY time consuming. Luckily this doesn't happen much.
  • Negative impact - Fake leads are added on a daily basis. AgileCRM doesn't have a double confirmation of added leads. But I believe this is normal in many CRMs and can be managed.
Saleforce - Too expensive.
SugarCRM - Versatile. Free. But Slow.
Filemaker - Originally designed my own CRMWhich gave me full control of all functionality. But having an online system that is hosted in the cloud provides considerable advantages particularly when allowing access to remote users.
2
I'm currently the primary user of this account. My idea is to continue to grow with this application and trained other members of my team to take over certain functions. I manually input leads as well as have leads insert themselves into the campaign via web forms. I've decided a series of campaignsTo automatically be sent, As well as associated Campaigns to triggers That I associated tags. It sounds much more complex than it is. I learned how to use this applicationIn a relatively short period of time.
1
In order to utilize this application, It helps to have Some knowledge of technology, logic and marketing. Designing campaigns, On the surface, Appears overwhelming at first, however it actually is very easy to learn.
  • Managing leads
  • Sending email campaigns specific to the needs of each lead
  • Scoring
  • Scoring was the most helpful.
  • Associating campaigns to tags for easy sending from the profile of a lead
  • Notices when a lead opens an email or visits a page
  • Customer portal
  • Relational database integration
  • Closing a sale
There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.
Yes
I was using Filemaker via a CRM I custom designed. AgileCRM is far superior to my custom application and the web connectivity enable several features that I was unable to create. I also reviewed several alternatives: Salesforce, Insightly, Highrise, Zoho, etc... I found AgileCRM to be the most comprehensive.
  • Price
  • Product Features
I currently manage a very small business, so price it's probably the most important feature. The beauty of this product is that it is loaded with features that many of the much more expensive platform have. I'm extremely impressed with the price to features ratio Combined with the attention I'm receiving at AgileCRM.
While place does continue to be my priority, features and customer service are vital. It's important to have the functionality needed to grow. At the same time, it's also important to work with the company that can solve challenges as they arise. Is the company begins to grow, price becomes less of an important feature.
  • Implemented in-house
No
  • Simply learning a new platform
  • Entering the multiple leads I had in my previous CRM
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
  • Online training
  • Self-taught
Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..
Most of the program was intuitive. In other words, it was easy to figure out because the buttons and teachers were very well organized and easy to understand. The nice thing about AgileCRM Is that I was able to call, right or schedule a training session if I didn't understand something on my own.
The fact that you were able to create custom fields makes it very easy to customize the platform to your needs. The other features are somewhat standard. That being said, is not important.Because those standard features are universally applicable to all sectors. For example,Sending an email, send a campaign, etc...
I would start with the free platform first to familiarize yourself with its features. Once you gain a basic understanding, You can upgrade to the paid version And then Start using more robust features. Also, don't get overwhelmed. Start small. And work your way up. If you break the CRM down into parts, it's manageable in easy-to-understand.
No - we have not done any customization to the interface
No - we have not done any custom code
no. I'm still using and learning from the existing platform.
Yes
I started using the free version of AgileCRM. This is a great way to introduce you to the platform. Shortly after, I paid forThe next version of which gave me some functionality. But I quickly moved to the most expensive package, Which is full of features. With every step, I was confident it was the right move my company.
AgileCRM Has been doing a spectacular job following up with any challenges that arise. It's important to understand that every business will face challenges. The expectation should not be to have a challenge-free environment, but A Provider/partner that works with you solve anything as they arise. I highly encourage anyone to look at the company behind the products.
Yes
I have had some issues with the product, but AgileCRM was quick to address those issues and follow up with me. For example,My email server was not properly configured. When I called AgileCRM they provided me guidance to solve the problem. Aside from bucks, they're also available to answer questions and orient you.
AgileCRM Was extremely helpful in helping me understand how campaigns work. I was extremely intimidated with the concept of learning how to use campaigns.I have a lot of cognitive awareness for sibling knowledge ofWhat is needed to be done, but I wasn't sure exactly how to do it. AgileCRM has helpful videos, but also was able to log into my account and confirm the proper configuration of my campaign which I designed.
  • Adding leads
  • Creating triggers
  • Creating a scoring system
  • identifying and deleting fake leads
  • fixing a hard bounce lead
Yes
I haven't starting using it yet.
This is a feature rich, well organized and easy to use platform.
This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.
The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.
The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.
  • none
  • I would like to create a customer portal for my leads that convert into customers.
  • File import/export
I linked AgileCRM to SendGrid. I hired a specialist outside of Agile to help with this. I took a few hours to do.
I don't have much experience integrated AgileCRM To other platforms. The little bit of integration that I have done,Has been satisfactory.
The representative I spoke with when Considering Subscribing to the service was very helpful. They were able to answer all of my questionsAnd facilitate my transition from custom-designed CRM platform to their platform.
I particularly like the telephone customer service support line they have. That being said… It was a time when I had some issues and an AgileCRM Representative contacted me, Gave me his direct contact information and Skype account, andSuggested that I only reach out to him to resolve any future issues. I was extremely impressed with this approach.
I'm not sure that negotiating is the proper word. Bottom bottom line is is that The staff Was available to help address age challenges as they arose.
Maintain a healthy level of communication with your vendor. I prefer to refer to them as partners.
Yes
When I upgraded, I upgraded to a larger plan, not a new release. The upgrade went extremely smoothly. I had no issues and I log into my accountThat was now full of extra features.
  • Managing numerous leads
  • Scoring leads to identify those that were more likely to make a purchase.
  • Keeping leads warm.
  • Customer portal
  • Refresh hard bounced leads
Yes
I changed plans because I have mastered all of the features in the previous plan, And wanted to take my company to the next level.
No
Deborah Felicio | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We migrated from Zoho into Agile as Zoho usage rate by the team was very small. In order for everyone to get using our CRM we've decided to move to something much easier to set up and connect to our other systems (ticketing and finance systems). I don't agree with the way Zoho works with you having to buy different modules to be able to use the CRM as its best. This doesn't happen with Agile. As long as we have the full license (not too cheap), we can use all the features, including multi-currency deals that we do need for our business. As I said, is not the cheapest option on the market, but it is ridiculously easy to set up once your team knows what they need from it (that was the challenge bit). Overall, we are very happy with Agile, it was the best decision we could make. I actually really enjoy setting things up, it brings a smile to my face rather than panic with the previous Zoho.
  • easy to set up
  • somehow affordable
  • team loves working with it
  • A little bit expensive for smaller companies
  • Still not very intuitive and some features that you would think are just common sense, sometimes they are not available
Ridiculously easy to set up.
Sales Force Automation (8)
81.25%
8.1
Customer data management / contact management
100%
10.0
Workflow management
50%
5.0
Territory management
70%
7.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
50%
5.0
Interaction tracking
80%
8.0
Customer Service & Support (2)
100%
10.0
Case management
100%
10.0
Help desk management
100%
10.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (2)
65%
6.5
Task management
50%
5.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
66.66666666666667%
6.7
Forecasting
50%
5.0
Pipeline visualization
100%
10.0
Customizable reports
50%
5.0
Customization (3)
66.66666666666667%
6.7
Custom fields
100%
10.0
Scripting environment
N/A
N/A
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
90%
9.0
Social data
90%
9.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
50%
5.0
Marketing automation
100%
10.0
Compensation management
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • no difference as yet as we only started using for sales
  • Zoho
Much easier to set up against Zoho.
User-friendly against Zoho.
Team acceptance against Zoho.
7
Manager Directors, Sales, Marketing, Operations, Systems and Programs.
1
Systems and Data managements skills
  • Connect to other systems within the company via Zapier and open API
  • Centralizing data
  • Managing sales pipeline all under one place and sync with invoicing system
  • Tracking web usage
It is still the most appropriate CRM to our company
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