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Agile CRM offers a range of use cases that have been praised by users and customers. With this software, businesses can effectively …
Starting at $8.99 *per user per month
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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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Popular Features
- Custom fields (19)4.040%
- Customer data management / contact management (19)3.636%
- Integration with email client (e.g., Outlook or Gmail) (18)1.111%
- Email marketing (19)1.111%
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
Features
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Product Details
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What is Agile CRM?
Agile CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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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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!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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:
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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.
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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.
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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
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July 15, 2022
Good entry level priced CRM
- Easy to add new contacts whether manually or automatically as they fill in forms on site.
- The banners feature is useful to flag important messages regarding certain users.
- The email reporting is easy to see CTR open rate etc.
- The email builder really needs an open HTML section to allow you to easily embed code in your email.
- It's not easy to view the complete number of contacts when over 10000.
- More help documents on their site would make using the campaign feature better.
Score 1 out of 10
Vetted Review
Verified User
- Easy to login
- Good for simple marketing needs
- The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
- Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
- At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
- The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective.
January 31, 2022
Great CRM ruined by email delivery issues and poor support.
Score 1 out of 10
Vetted Review
Verified User
- Workflow automation
- tagging system
- email delivery from campaigns
- support
- triggers within existing campaigns.
January 04, 2022
Used to be good - now is unreliable and a borderline scam
Score 1 out of 10
Vetted Review
Verified User
- Nothing
- Reliable e-mail sending
- Customer Service
- System stability
November 17, 2021
They will keep charging you after you left
Score 1 out of 10
Vetted Review
Verified User
- [In my opinion, they] take your money after you cancelled.
- Have a good customer service.
- Keeping you informed when their system is not working properly for several weeks.
June 30, 2021
Simply appalling customer service
Score 1 out of 10
Vetted Review
Verified User
- Nothing at the moment
- Customer service - slow and ineffective
- Honesty - [based on my experiences], there is a major problem with their systems at the moment, yet they won't tell clients about it.
- Their help desk is poor
February 16, 2021
Agile CRM: An incredible and complete CRM tool at a good price.
- Intuitive and friendly interface.
- Fast and efficient technical support.
- Easy integration with other software.
- Help and tutorial material needs to be refined and updated. There's a lot of outdated stuff.
- The software for android needs to be optimized, as it has crashed and slowed down.
- Difficulty importing contacts.
February 12, 2021
Agile CRM is a great platform for your business to increase Sales!
- Forms to put on your website to feed into the CRM.
- Able to connect to Office 365.
- Also able to connect to RingCentral.
- Lots of other integrations.
- Easy to manage and use.
- Emails are limited depend on what package you buy, cost you to buy more emails.
- We just got ZoomInfo so doesn't have easy integration with that software.
- The support team is in India.
February 12, 2021
Agile CRM Success
- Easy to use
- Good interface for top-level viewing
- Can add custom information fields
- It takes training to learn how to use Agile CRM beyond basic functions
- Hard to add custom fields; not user friendly
- Glitches appear when using certain browsers
June 15, 2019
Fast implementation, easy to use
- The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
- I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
- Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.
- The reporting is a little kludgy. You can't get all reports easily on screen and you need to upgrade to view Activity Reports.
April 11, 2019
Agile CRM: One stop solution for all your needs
- Sales automation
- Boosting market efficiency
- Smooth customer service resolution
- Effective notifications to customers
- UI can be upgraded for a better UI experience.
- Overall customer onboarding experience can be improved with deeper process flows covering all business use cases.
- Integration with other reporting tools such as Tableau can be improved to give better reporting experience.
June 26, 2018
An affordable and inclusive CRM tool
- Intuitive and provides a great user experience through its simple web design; takes no time to set-up and jump right in.
- Offers integrations with multiple other software platforms to provide a flexible and inclusive business tool.
- One of the best options available at this price point; plans available to add more features to adjust to your business needs.
- Reporting is lacking.
- The more features needed, the pricier the plan.
- Testing options are lacking.
February 28, 2018
Agile CRM definitely worth a try
- The template emails saves a lot of time and is used quite often.
- The synchronization of contacts from Outlook to GMail and other platforms allows easy follow-up to all communications for each lead, deal and contact.
- The integrations with websites and providers promotes encourage to explore more solutions to improve business activities.
- The chat support is very helpful. They're patient and will answer your questions and offer recommendations to their development team to implement them as new features if it's important your business needs.
- The learning process is more challenging and takes longer to get used to the way things are handled in Agile CRM.
- Agile CRM needs to improve their testing and preview options for different campaign segments.
- There are some user interface tasks that could be made more user friendly such as setting up email templates and forms templates.
January 27, 2018
Agile we love it! (mostly)
- Tracks all of our clients, prospects and sales pipeline
- Manages inbound leads and marketing automation
- Acts as a bulk email system for messages and e-newsletters
- UI and UX - it's improving and it's 90% a joy to use. Some things are just really clunky with multiple windows opening (newsletter campaign management is a good example).
- I have yet to see their approach to the new EU data protection regulation which would be a deal breaker and would entail us leaving them if their plans are not published soon. That said I think most tech companies are guilty of a lack of planning.
- Ticketing feels poor compared to Zend Desk and Zoho Desk.
- 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.
December 14, 2017
CRM & Marketing Automation for a certain type of business model
- Integrated and cohesive one-stop-shop.
- Website integration and intelligent click tracking.
- Drag and drop sales process GUI.
- While many aspects of the software are intuitive and simple to implement, much of the marketing automation functions assumed a level of technical familiarity that was beyond the average user. As soon as a tutorial tells me to get something from GitHub, I get the idea they're talking to a technician.
- The help files, tutorials were of low quality and not always kept up to date with changes in layout of the software etc.
- During the period we were using Agile CRM, I had to constantly trawl through their update logs and forum. This is because, as the name Agile suggests, the development and improvement of the software was constantly evolving in an organic fashion. But many of the developments were not relevant to us; majorly they were integrations with obscure apps that I would never use. But I had to understand 20 changes to locate the one that had some relevance to me.
- Agile CRM makes it easy to find out exactly where we are with any potential deal. It tracks notes that we enter directly into the program as well as displays emails and related people and deals with the click of a mouse.
- Agile CRM has some remarkably capable marketing automation capabilities that we are just tapping into. You can set up drip campaigns, automated responses, and with Zapier, you can do even more.
- The Kanban style deal board… See exactly where each deal is and where we need to pay attention. In short, it shows us the next right thing to do.
- On the deal board, I'd like for agile to show how many days a deal has been in that stage. That information is available in other places, but having it on the Kanban board would be great.
- It takes quite a bit of contextual understanding to make the marketing automation work. It would be much better if more of that information were available in the interface so you didn't have to do so much off program research and decisioning prior to implementing your ideas.
- I'd like for agile CRM to also offer a "picture" of how the existing marketing automations and campaigns interact with each other, to avoid embarrassing or duplicate emails and other actions.
November 27, 2017
Best CRM We Could Have Gone For
- 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
November 27, 2017
The $9 a month alternative that claims to do it all.
- Tagging clients and sending out emails to groups. It beats any e-mail server by a mile.
- Good integration with gmail so that my clients are being auto-imported whenever I send an email from my ordinary email server.
- Great simple website integration with forms, landing pages, lead behavior capturing etc. - you really get a lot of functionality for your money.
- There needs to be more flexibility in importing contacts. Currently, you can only import if you have an email and a name which obviously a lot of systems don't. It makes manipulating data by importing very difficult and the 'having to have a first name' is not even consistent with the system itself.
- The iPhone/Android app is not quite doing it for me - very hard to navigate currently.
March 31, 2017
Take the time to try Agile CRM
- Easy to use and set up.
- Quick to learn.
- Great support and back up.
- Could be better in terms of the overall look in terms of user experience.