What Is Agile CRM?

Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface.

Who Uses Agile CRM?

Small to medium size businesses that require sales, marketing and service automation

Where can Agile CRM be deployed?

Cloud-based
On-premise

About the vendor

  • Agile CRM
  • Located in HYDERABAD, India
  • Founded in 2012

Agile CRM support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra and 225 others

Languages

English, French, Italian, Portuguese, Russian and 1 others

About the vendor

  • Agile CRM
  • Located in HYDERABAD, India
  • Founded in 2012

Agile CRM support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra and 225 others

Languages

English, French, Italian, Portuguese, Russian and 1 others

Agile CRM videos and images

Agile CRM Software - Agile CRM overview of dashboard
Agile CRM Software - Agile CRM process workflow
Agile CRM Software - Agile CRM task management
Agile CRM Software - Agile CRM social suite
Agile CRM Software - Agile CRM video conferencing
View 6 more
Agile CRM video
Agile CRM Software - Agile CRM overview of dashboard
Agile CRM Software - Agile CRM process workflow
Agile CRM Software - Agile CRM task management
Agile CRM Software - Agile CRM social suite
Agile CRM Software - Agile CRM video conferencing

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Features of Agile CRM

  • AB Testing
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Auto-Dialer
  • Auto-Responders
  • Automated Publishing
  • Automated Routing
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Billing & Invoicing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Call Centre Management
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management
  • Campaign Planning
  • Campaign Specific Signature
  • Cataloguing/Categorisation
  • Channel Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Content Management
  • Conversion Tracking
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customer Database
  • Customer Engagement
  • Customer Journey Mapping
  • Customer Segmentation
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drip Campaigns
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • File Sharing
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Goal Setting / Tracking
  • IVR / Voice Recognition
  • Image Library
  • Interaction Tracking
  • Keyword Tracking
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Lead Segmentation
  • Leaderboards
  • List Management
  • Live Chat
  • Macros/Templated Responses
  • Marketing Automation
  • Mass Texting
  • Mobile Access
  • Mobile Coupons
  • Mobile Keywords
  • Mobile Optimised Emails
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Onboarding
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Post Scheduling
  • Power Dialer
  • Predictive Dialer
  • Project Planning/Scheduling
  • Project Tracking
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Notifications
  • Recurring Tasks
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Response Management
  • Revenue Management
  • Sales Activity Management
  • Sales Pipeline Management
  • Scheduled Messaging
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Service Level Agreement (SLA) Management
  • Shared Inboxes
  • Signature Creation
  • Signature Management
  • Signature Templates
  • Social Listening
  • Social Media Integration
  • Social Media Monitoring
  • Subscriber Management
  • Support Ticket Management
  • Task Editing/Updating
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Management
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Ticket Management
  • Time & Expense Tracking
  • Time Tracking
  • Time on Site Tracking
  • Usage Tracking/Analytics
  • User Interaction Tracking
  • WYSIWYG Editor
  • Web-based Deployment
  • Widgets
  • Workflow Configuration
  • Workflow Management

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Reviews of Agile CRM

Average score

Overall
4.1
Ease of Use
4.0
Customer Service
3.9
Features
4.1
Value for Money
4.1

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Erik
Erik
Co-Owner + Videographer in US
Verified LinkedIn User
Used the Software for: 1+ year
Reviewer Source

Agile CRM is a Great First Step into the CRM World

5.0 4 years ago

Pros:

I used this platform for a solid year and put in hundreds if not thousands of contacts into this CRM. I liked how many categories there were to define a lead or a contact, the system that you set up to see how much potential revenue you had to win based on your leads was helpful, and the price is unbeatable. I mean truly, you can use this platform for free for up to 50,000 contacts. That's pretty amazing.

Cons:

There's a reason why I call this particular platform a good "first step." Agile CRM says it offers marketing automation, gamification, and project management - but this is a far from complete product. In the free version you can only create so many marketing automation blocks before it makes you pay, but even if I did upgrade I'm not sure the platform could handle the sales process I wanted to have set up. Something else to mention about this platform is there customer service. I'm fairly certain the CEO is their only customer service rep. Every time I had a problem with the platform (roughly 1-2 times a month) it was the same man who picked up the phone - and when my problem was solved he made me delete the Tweet I sent out when I asked for help, and then made me publicly thank him. I found that very strange. Overall you should try this platform out if you're just starting out, but upgrade to something like Infusionsoft if you're really looking to up your game.

Guillermo
Guillermo
Sales & Marketing Manager in Argentina
Verified LinkedIn User
Education Management, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

All I need to work in one place

4.0 3 years ago

Comments: The biggest benefit that this software has given me has been to optimize everything that has to do with the world of sales and marketing, generating the reports I need to demonstrate in the company how useful our strategies are, what aspects to improve, and generate our own leads, all in a very organized way and as its name says "agile".

Pros:

I started working with this platform a little less than a year ago. My job consisted (and still is) in generating leads for the company and developing marketing and sales campaigns from scratch. Agile CRM has been fundamental, since it integrates perfectly with everything I need. I have my contacts in one place, which I can follow very easily. Its greatest strength is the ease of use and integration with multiple tools. Something as simple as managing notifications and alerts make the most of my time and organize my agenda in a practical way. I can generate reports where the effectiveness of the different strategies is established. For example, the result of phone calls, mail campaigns, newsletters, and more. I was able to import all the contacts in a very simple way and clean my list in a short time. Another great thing: the mobile app and the possibility of integrating with other programs. Today I have it integrated with Bria and Skype, also linkedin and facebook. Everything in one place, is the most practical CRM platform that someone like me (who has just started and was analyzing options) has found, and I´m very satisfied with this software.

Cons:

I think it would be convenient that in the future they made some training videos to explain how to correctly configure the automation tools, since I think it has been the most difficult to understand.

Nosipho
Junior accountant in South Africa
Verified LinkedIn User
Accounting, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

Great software

5.0 4 weeks ago New

Comments: Nothing short pf amazing.

Pros:

It's a product that offers practically everything, but at a considerably more affordable price. The product is generally simple to use, and I appreciate how easily automations can be set up.

Cons:

In my perspective, the normal bundle ought to have been less expensive. Other than that, I don't find any criticisms of this sort.

Mike
President in US
Writing & Editing, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Started off working fine, then started having problems

3.0 3 weeks ago New

Comments: Agile would have been an adequate CRM/marketing automation system if not for the limitations on automation and the bugs that the company left up to the customers to find and then work around.

Pros:

Liked the ability to tag and segment contacts, make bulk updates, etc.

Cons:

The amount of automation is limited. Cannot develop a long-range program without running into the limits on "nodes" per sequence or number of sequences. Especially when lead-scoring based on activity requires a node. Eventually cancelled when program bugs resulted in not being able to send bulk emails without manually splitting them into groups and sending a small amount per day. After two months of this, we gave up.

Zandrich
CMO/COO in South Africa
Verified LinkedIn User
Information Technology & Services, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Agile - More than just CRM

5.0 4 months ago

Comments: With an enormous set of automated tools and processes, using Agile has become absolutely essential to our operation. Potential sales are monitored along with KPIs and success rates. Another aspect I personally appreciate is that dashboards are modular/extendible, allowing me a complete overview of everything that matters to my work at a glance.

Pros:

Having all our tools unified in one system, all our databases automatically completed and maintained, all interactions logged, and all processes tracked - has made Agile CRM the foundation of every department in our establishment. Given the price point over functionality and support, there is simply no alternative to Agile.

Cons:

Although it would be difficult to find fault with Agile on the surface, Agile CRM lacks integration with a few niche APIs we happen to use.