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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

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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

(1-10 of 10)
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Score 1 out of 10
Vetted Review
Verified User
They don't have useful documentation on how to use their system. The support videos they do have are 3-4 years old which makes them ineffectual since there were product updates in the last couple of years. Their support staff will not go the extra step to actually follow up to ensure the solutions they provide are working, nor do they actually find solutions that work for more than a week. I've never seen such a terrible customer support team for a subscription platform.
Score 1 out of 10
Vetted Review
Verified User
Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers complaints. This results in our staff having to send emails manually and f=defeating the purpose of the system.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.
Max Safier | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
The support is good but most of them are in India so heavy accents but if you can work past that they are very helpful and get the job done. What's good about that is they offer all types of hours for support not just 9-5 which I liked because I was able to get to support when I was building in the late-night hours when I couldn't get something to work.
February 12, 2021

Agile CRM Success

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Training was lacking in the beginning for users, and tech support is available but was hard to access. We had to get a special supervisor training and direct contact with support. Then we were able to get further training on functionality of the product. There are custom features that are not intuitive for new users.
Steven Davis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
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