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.
Good entry level priced CRM
This Platform is Fatally Flawed and Cannot Support an Email Marketing Program
Great CRM ruined by email delivery issues and poor support.
Used to be good - now is unreliable and a borderline scam
They will keep charging you after you left
Simply appalling customer service
Agile CRM: An incredible and complete CRM tool at a good price.
Agile CRM is a great platform for your business to increase Sales!
Agile CRM Success
Fast implementation, easy to use
Agile CRM: One stop solution for all your needs
An affordable and inclusive CRM tool
Agile CRM definitely worth a try
Agile we love it! (mostly)
A quickly growing a powerful platform! Great for small businesses
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
- 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
Regular
$29.99
Enterprise
$47.99
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 3.6Customer data management / contact management(19) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 5.5Workflow management(16) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 2.3Territory management(11) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 3.4Opportunity management(16) Ratings
Users can track deals and create quotes.
- 1.1Integration with email client (e.g., Outlook or Gmail)(18) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 4.2Contract management(11) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 3.6Quote & order management(12) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 3.7Interaction tracking(18) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 1.7Channel / partner relationship management(9) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 1.8Case management(14) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 1.8Call center management(14) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 1.8Help desk management(16) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 5.4Lead management(18) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 1.1Email marketing(19) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 4.9Task management(15) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 1.4Billing and invoicing management(10) Ratings
This includes automated invoice creation and billing.
- 4.4Reporting(17) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 1.3Forecasting(14) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 1.9Pipeline visualization(16) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 1.2Customizable reports(17) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 4Custom fields(19) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 6Custom objects(13) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 1.5Scripting environment(9) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 5API for custom integration(11) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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.
- 5.9Single sign-on capability(15) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 5.9Role-based user permissions(16) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 3Social data(12) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 3Social engagement(12) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 6.5Marketing automation(14) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 3.8Compensation management(9) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8.2Mobile access(14) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Tech Details
- FAQs
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
Comparisons
Compare with
Reviews and Ratings
(134)Community Insights
- 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
- 10Likelihood to Renew2 ratings
- 10Availability1 rating
- 10Performance1 rating
- 2.1Usability10 ratings
- 1.1Support Rating10 ratings
- 10Online Training1 rating
- 10Implementation Rating1 rating
- 10Configurability1 rating
- 10Product Scalability1 rating
- 10Ease of integration1 rating
- 10Vendor pre-sale1 rating
- 10Vendor post-sale1 rating
Reviews
(1-20 of 20)Good entry level priced CRM
- All contact data is in one spot
- You can see a detailed view of each contact's deal history
- It is a more affordable option than some CRMs
- We can't actually communicate with our 18K+ contacts so we are losing connections and missing out on investors in our funds. We are 100% losing business.
Great CRM ruined by email delivery issues and poor support.
- recently has increased costs and reduced efficiency
- Generally it enable sus to provide a better service at an acceptable cost.
Used to be good - now is unreliable and a borderline scam
- Converting over after their system stopped working was costly and detrimental
They will keep charging you after you left
- Nobody really used it.
Simply appalling customer service
- Right now it's killing my business, it's that bad.
Agile CRM: An incredible and complete CRM tool at a good price.
- Great integration with gmail and outlook.
- Increased sales productivity.
- Better analysis with smart reports.
Agile CRM is a great platform for your business to increase Sales!
- Paid for itself in a year.
- Was able to track all our deals.
- Gave us the reporting to make sure it was a good invest as well.
Agile CRM Success
- Improved product visibility
- Helped streamline our meeting agendas
- Able to track job progress
- Able to pull up work instruction/drawings on assembly line
Fast implementation, easy to use
- Made it cost effective to take on short term lead generation projects where we needed a large number of seats for a short time.
Agile CRM: One stop solution for all your needs
- Ticket creation user experience
- Ticket response user experience
- Workflow
- Response automation
- SLA management
- Attachments/screencasts
- Ticket collaboration
An affordable and inclusive CRM tool
- Eliminated several menial administrative tasks to allow the workforce to focus on things with more value.
- Easy set-up and intuitive with a manageable learning curve.
- Affordable.
Agile CRM definitely worth a try
- Agile CRM has been valuable for customizing our sales process, allowing our sales associates to make more phone calls, send more relevant and marketing materials and talk to customers more frequently. This is essential to any investment company looking out for their customers and customer success.
- Agile CRM allows us to market to our existing clients and track and managing clients, ex-clients and prospects.
- The email campaigns are going better than they did with other "email" CRM programs.
Agile we love it! (mostly)
- Very positive ROI, handles lead and event management really well.
- Keeps the whole team on the same page.
- 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.
CRM & Marketing Automation for a certain type of business model
- It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.
- Agile CRM is such an integral part of our business, that I can imagine life without it. If we didn't have it, it would mean missing important calls, not following up on key leads, and not having current contact information for many of our clients, vendors, and prospects.
- In addition to cost savings, agile CRM also helps me save time. It's very responsive, so updating records is not a hassle. I particularly like being able to import details from someone's LinkedIn page without having the type of thing.
Best CRM We Could Have Gone For
- no difference as yet as we only started using for sales
The $9 a month alternative that claims to do it all.
- Ease of mind and less stress in the daily work of following up with clients and cases
- Good starting point for understanding my needs.
- I can't excuse myself by saying I don't have access to a platform that 'does that, 'because Agile CRM probably does that. (there is a ton of features)
Take the time to try Agile CRM
- We manage all our activities better now.