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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.

5.9
Avg 8.3

Social CRM

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

3
Avg 7.2

Integrations with 3rd-party Software

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

5.2
Avg 7.1

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

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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

(1-20 of 20)
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Victoria Hoete-Dodd | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We currently use Agile CRM across the business to manage our customer and potential customer details. We also use the email templates and the campaigns to deliver our monthly and weekly updates to our subscribers as well as update all verified customers on important changes. The data syncs to our backend applications as well.
Score 1 out of 10
Vetted Review
Verified User
Agile CRM is used to manage the automated workflow on business processes and when working does a great job. Its level of automation and tracking allows Bonza to perform a high-touch service with a lower staff headcount. However, issues with email delivery, support, and SSL have caused ongoing issues with the performance.
Score 1 out of 10
Vetted Review
Verified User
Previously suggested AgileCRM as a basic contact management CRM with some rudimentary campaign and workflow for smaller companies looking for a value solution that performed CRM functions reasonably well. Sadly - the product has deteriorated to a point where it is no longer usable.
Score 1 out of 10
Vetted Review
Verified User
The service was not working properly in the last month. I wanted to cancel the service. It was impossible. There is no working link to do so. I contacted support on October 8th, 2021, they confirmed by mail that my service was canceled. Since then, they charged 2 more months and nothing is stopped. [I believe] this is a scam.
Paul Brindley | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
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 customer service and a big increase in breakdowns in the system. Right now, I'm three weeks into a breakdown and [I believe] the problem lies within Agile, which has severely restricted the number of emails I can send out daily. I can only send out one-twentieth of what I need to send. What has Agile done about it? Nothing. Nothing at all. Their customer support is non-existent. Their CEO ignores requests to contact me about it. Their Customer Support department does not work weekends, ever, so if you have a problem at the weekend, there is no way of resolving it. Their customer support during the working week is slow and ineffective [in my experience]. Avoid this company!
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We have used Agile CRM throughout the company and mainly to manage customer information and giving the possibility to classify and score them. With this we have great visibility of customers who have great potential to approach them and bring better direction. It is a software that has a fair price and I can say that it is one of the best options on the market in this segment.
Max Safier | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We house all our contacts, accounts, and opportunities in Agile. We have automation with our email serve, forms on our website that all funnel into Agile. They can integrate with pretty much anything and now release 500 apps to go along with it to. You can also send email blasts from it as well to reach existing clients and future clients. Yes, it is being used by all departments. It solves a lot of work to be done automated.
February 12, 2021

Agile CRM Success

Score 8 out of 10
Vetted Review
Verified User
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 due dates across all departments and in all of the company's manufacturing facilities. This addresses communication errors and gaps that existed in our previous systems.
Carol Olona | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Agile when we have short-term projects and need a CRM to train our temps on. They typically can become efficient within a few hours. It's very easy to use, set-up and train on. The widgets allow us to record calls, put personalized scripts into the Contact records, and see LinkedIn profiles in the Contact records.
Rajat Sharma | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales automation, boosting market efficiency, smooth customer service resolution, effective notifications to customers, reporting and dashboards, customer notifications, emails, SMS, reminders, AI, ML, and NLP integration, and chatbot integration. Gone are the days of customers having to repeat their requests to multiple people across multiple channels. Now, you can resolve cases faster the first time with guided case management and intelligent knowledge bank. It has helped with case capture, case allocation, and approval and workflows.


Score 9 out of 10
Vetted Review
Verified User
Incentivized
Agile CRM is currently being used by different organizations throughout the company as a versatile and inclusive program which allows for several business tools to be within the same interface with integrations between them. Agile CRM allows you to synchronize, manage, organize and communicate with contacts in an intelligent way that saves valuable time by eliminating several administrative tasks.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Agile CRM is used by the Technology project management department to support business users and client reporting group. Agile CRM is utilized to keep track of the customer contracts, managing those contacts and making follow up of the communications with each customer and for each contact. Time is being saved as the user groups skills grow. The features have reduced a lot of time on administrative tasks, allowing to focus on more business critical projects. The e-mail templates are useful in that you don’t need any additional external platforms to perform professional marketing. The Web rules are also nice and efficient and the push notification as well. The option to filter the users based on the tags, one has attributed to them is of great help to organize your users and the ability to export a filtered segment in csv format gives you endless possibilities for further processing and data management.

Jez John | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Agile CRM for our own needs, and also our clients. After trialing over 6 other CRM solutions we decided that Agile had a unique blend of address book/sales pipeline and marketing automation to support a variety of departments including sales and marketing. We are also deciding if we should adopt their ticketing system to replace another product.
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.
Colin Butler | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
I implemented and used Agile CRM when we downsized the sales team, and wanted something more flexible and modern than Sugar CRM. The main attractions were the graphical workflow process, integration with marketing functions, and the fact that it was cloud based.
Mike Wittenstein | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Agile CRM is the primary application in our company. We use it for keeping our client and prospect lists, for managing email campaigns, for tracking deals, for reporting, and for doing a little bit of marketing automation. Often, will bring contractors on for a short time to use the system, especially if they are in a project management role. Personally, I touch the product 22-50 times each day. The mobile app, released just a few months ago, is wonderful and offers almost all of the basic functionality of the web-based version. Support is fast, detailed, and on point. We feel agile CRM is a good value for the money.
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.
Vilhelm Kruse | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Basically, Agile CRM is functioning as my company's CRM system. The customer data was getting too scattered over a lot of different systems and I was losing the overview. Probably I would need to build a real customer database with all the bells and whistles of a customized system, but I am not even sure what that would look like, so just having access to a flexible system where I can import and export contacts and tag them is a great upgrade for me, and the reason I needed a CRM system.
Paul K Saunders | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We have searched for a CRM solution for our small company and Agile CRM was selected as for up to 10 users the platform is free. As we are planning to grow out staff level this year is was good to know it can expand with us - plus all our clients are music artists with small teams and small record labels with small staff roster it fits right in.
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