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Agile CRM Review

Agile CRM
Our score: 9.1 User satisfaction: 99%
Logo of Agile CRM

What is Agile CRM?

Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution.

Trusted by thousands of small to medium businesses across multiple industries, Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and marketing automation, customer service, email tracking, landing pages, and social media marketing to name a few.

With Agile CRM, users have a unified platform that puts all the information as well as people on a single page, streamlining their tasks, enhances communication and collaboration, and greatly improves productivity and output both at individual and collective levels.

Overview of Agile CRM Benefits

Agile CRM is a perfect CRM tool for sales and marketing teams as it speeds up your sales and marketing processes via automation, greatly increasing user efficiency and accuracy. Contact management is a breeze as all contact information is stored and organized the way you want and can be accessed anytime, anywhere. Effective contact management helps you close more deals and rake in more revenue for your business.

Keeping track of the sales process is a simple endeavor with Agile CRM. You and your team can monitor your deals, keep note of the stages and milestones to ensure that every sales journey is a smooth and seamless process. Agile CRM’s drag-and-drop interface is highly intuitive, which makes it easy for you and your team to create projects, assign tasks, track the progress of each project and tasks, and more.

Scheduling your resources and personnel, as well as your own activities, can be quite daunting if you have to do them manually. With Agile CRM, you have an online calendar functionality that offers scheduling automation and notifications. Set your schedules and assign dates for meetings, deadlines, and follow-ups and the software helps you make sure that everything goes as planned or make the necessary adjustments when the need arises.

As a marketing platform, Agile CRM speeds up your marketing workflows through automation and a user-friendly drag-and-drop designer. You can create custom landing pages that really enhance conversion rates and optimize your social media marketing efforts with an integrated social media marketing suite.

Overview of Agile CRM Features

  • Contact Management
  • Deal Management
  • Telephony
  • Appointment Scheduling
  • Project Management
  • Gamification
  • Marketing Automation
  • Landing Page Builder
  • Social Suite
  • Email Tracking
  • Email Marketing
  • Mobile Marketing
  • Helpdesk
  • Ticketing
  • Feedback Management
  • Smart Views
  • Knowledgebase
  • Canned Responses

What Problems Will Agile CRM Solve?

Make well-informed sales calls

Benony is an independent consultant who aims to make 100 sales calls to achieve his set target for the month. To prioritize his calling, he has to view the whole prospect list, go through his email for previous interactions, understand at what stage the customer is in the sales pipeline, search for customer contact information and then dial. And he has to do this boring, time-intensive administrative process 100 times, taking out 25% of his quality time.

With Agile CRM, now Benony no longer has to waste his time and efforts. He can simply get the list, take a glance of the lead score (score set to each customer based on their interest levels), understand every company interaction with the customers (marketing emails, email and web activity, past call communications). Based on this, he can prioritize his chosen contacts, set up his auto-dialer and engage his leads with the highest potential to convert.

Features: Lead scoring, 360-degree contact view, Autodialer, Twilio and RingCentral integration, call recording

Run highly engaging marketing campaigns

Nathan works as a marketing executive and he is tasked to spearhead marketing campaigns to drive more traffic to the website as well as generate more leads. He has a lot on his plate that he needs to get done – draft emails, send them to a long list of customers, understand the engagement of every customer, their social behavior, and draft a follow-up email based on their actions.

Agile CRM enables Nathan to easily draft emails with drag-and-drop email builder and existing templates, send bulk emails based on the segmentation at once, track every action of each subscriber, and send follow up emails automatically based on their actions. Finally, get the analysis of each campaign – the number of opens, clicks, unsubscribes, page visits, duration on each page, and a lot more – to understand how well his campaigns went.

Features: Email marketing, tracking, web engagement, social CRM, Autoresponders, Campaign metrics

Have high professional customer support team

Linda’s business is on the verge of going down due to multiple unresolved tickets and a long list of unsatisfied clients. Her team is unfamiliar with their support system and are unable to timely address customer issues. This is impacting hugely on her entire business with customers taking their complaints to social media, which Linda is completely clueless.

After switching to Agile CRM, Linda’s team began to perform better and customer satisfaction started to grow. Ticket labeling has helped Linda’s team to organize tickets and automate workflows based on the priority. A customer support agent is now able to handle multiple customers simultaneously as well as quickly through pre-packaged canned responses. Linda has brought a positive image to her business on social media by listening and responding to customers, on time.

Features: Ticket labeling, Canned responses, Multi-chat windows, Groups, Social CRM

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

Agile CRM Position In Our Categories

Keeping in mind companies have special business-related demands, it is only sensible they avoid paying for a one-size-fits-all, ”best” business application. Just the same, it would be hard to chance on such a software system even among recognizable software solutions.
The practical step to undertake should be to narrow down the several significant factors which need consideration like crucial features, costing, skill levels of staff, business size, etc. Thereafter, you must follow through your product research fully. Read these Agile CRM evaluations and explore each of the software solutions in your list in detail. Such comprehensive research ascertain you circumvent poorly fit apps and choose the one which includes all the tools you require company requires for success.

Position of Agile CRM in our main categories:

TOP 20

Agile CRM is one of the top 20 CRM Software products

If you are interested in Agile CRM it might also be beneficial to examine other subcategories of CRM Software listed in our base of SaaS software reviews.

Every enterprise has different needs and requires a system that can be customized for their size, kind of employees and buyers, and the particular industry they are in. For these reasons, no software can offer perfect functionality off-the-shelf. When you try to find a software app, first be sure what you require it for. Read some Agile CRM CRM Software reviews and ask yourself do you desire basic tools or do you need complex tools? Are there any industry-specific tools that you are looking for? Obtain the answers to these questions to aid your search. There are multiple factors that you need to mull over and these include your budget, specific business wants, your company size, integration needs etc. Take your time, use a few free trials, and finally select the app that provides all that you want to enhance your organization competence and productivity.

How Much Does Agile CRM Cost?

Agile CRM Pricing Plans:

Free Trial

Free

Free

Starter

$14.99/month

Regular

$49.99/month

Enterprise

$79.99/month

Agile CRM offers SMB and enterprise pricing plans plus a freemium.

Free

  • 10 Users
  • 50,000 Contacts & Companies
  • Custom Data Fields
  • Lead Scoring
  • Unlimited Deals, Tasks & Documents
  • Appointment Scheduling
  • Custom Deal Milestones
  • Email Tracking
  • 2-Way Email Integration
  • Custom Deal Tracks
  • 2-Way Telephony

Starter – $14.99/month or $9.99/month (Annual Billing) or $8.99/month (2 Years)

  • Email Campaigns
  • Web Engagement
  • Contact Level Analytics
  • Form Builder
  • Email Templates Builder
  • Landing Page Builder
  • 5,000 Emails (Branded)
  • Web-to-Lead
  • Marketing Automation
  • Social Monitoring
  • Mobile Marketing

Regular – $49.99/month or $39.99/month (Annual Billing) or $29.99/month (2 Years)

  • Helpdesk
  • Groups
  • Labels
  • Canned Responses
  • Views
  • Activities
  • Reports

Enterprise – $79.99/month or $64.99/month (Annual Billing) or $47.99/month (2 Years)

  • 50+ Plugins/Integrations
  • Email & Phone Support
  • Google/Shopify/Stripe Sync
  • Chrome Extension
  • Basic & Email Reports

User Satisfaction

Positive Social Media Mentions 104
Negative Social Media Mentions 1

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Agile CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Agile CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Agile CRM pricing details?

Agile CRM Pricing Plans:

Free Trial

Free

Free

Starter

$14.99/month

Regular

$49.99/month

Enterprise

$79.99/month

Agile CRM offers SMB and enterprise pricing plans plus a freemium.

Free

  • 10 Users
  • 50,000 Contacts & Companies
  • Custom Data Fields
  • Lead Scoring
  • Unlimited Deals, Tasks & Documents
  • Appointment Scheduling
  • Custom Deal Milestones
  • Email Tracking
  • 2-Way Email Integration
  • Custom Deal Tracks
  • 2-Way Telephony

Starter – $14.99/month or $9.99/month (Annual Billing) or $8.99/month (2 Years)

  • Email Campaigns
  • Web Engagement
  • Contact Level Analytics
  • Form Builder
  • Email Templates Builder
  • Landing Page Builder
  • 5,000 Emails (Branded)
  • Web-to-Lead
  • Marketing Automation
  • Social Monitoring
  • Mobile Marketing

Regular – $49.99/month or $39.99/month (Annual Billing) or $29.99/month (2 Years)

  • Helpdesk
  • Groups
  • Labels
  • Canned Responses
  • Views
  • Activities
  • Reports

Enterprise – $79.99/month or $64.99/month (Annual Billing) or $47.99/month (2 Years)

  • 50+ Plugins/Integrations
  • Email & Phone Support
  • Google/Shopify/Stripe Sync
  • Chrome Extension
  • Basic & Email Reports

What integrations are available for Agile CRM?

Agile CRM integrates with the following business systems and applications:

  • Twitter
  • Facebook
  • TowerData
  • Google Plus
  • LinkedIn
  • Zendesk
  • ClickDesk
  • HelpScout
  • LiveHelpNow
  • Tidio Chat
  • UserVoice
  • IMAP
  • G Suite
  • Microsoft Exchange
  • Twilio
  • RingCentral
  • Bria CounterPath
  • Mandrill
  • SendGrid
  • Amazon SES
  • Plivo
  • Stripe
  • FreshBooks
  • Xero
  • QuickBooks
  • Braintree
  • Shopify
  • WordPress
  • Magento
  • WooCommerce
  • Joomla
  • Drupal
  • Unbounce
  • LeadPages
  • Gravity Forms
  • WuFoo
  • Zapier
  • Webmerge
  • Dedupely
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Reviewed By Jenny Chang
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