About Agile CRM

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management, a landing-page builder and knowledge base functionalities.

The contact management module lets users record and access customer data such as contact information, interaction records, social-media accounts and lead scores. The software also offers email integration, which allows users to sync data with email services including Gmail, Microsoft Exchange and Office 365 and IMAP services.

Users can track website visitors to analyze customer behavior, and marketing automation tools help users create marketing workflows with a drag...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

401 Reviews of Agile CRM

Average User Ratings

Overall

4.17 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(191)

191

4 stars

(128)

128

3 stars

(52)

52

2 stars

(16)

16

1 stars

(14)

14

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 401 results

April 2018

Erik from Willow Narrative

Verified Reviewer

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

April 2018

Agile CRM is a Great First Step into the CRM World

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.

July 2019

Guillermo from EntrenarSE

Verified Reviewer

Company Size: 2-10 employees

Industry: Education Management

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2019

All I need to work in one place

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.

Reasons for Switching to Agile CRM

I think that Hubspot it´s one of the best for CRM and it´s used by large companies, but the "free version" had few tools compared to Agile CRM. Right now we need more free tools and grow with companies that are also growing. At this moment I do not need "a high-end car", I need something that takes me from point A to point B in the most efficient, easiest and cheapest way possible. When I need a high-end car, I will evaluate again if I need to change it or not. At the moment it is my best option.

February 2021

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

February 2021

Value and Functionality

Agile has been a breath of fresh air when I needed something free. When I upgraded to the paid version for our company, it did everything we needed from Salesforce for a quarter of the price.

Pros

While it's developed overseas, the help and set up team are responsive and will often do the setup for you while you wait. The end result functionality is the same even if the way you go about it is different for other software. You can even use the free version for basic CRM features that others make you pay for.

Cons

There is a learning curve, as with any software, but the UX is not as fancy as others and therefore, sometimes, not as intuitive.

Reasons for Switching to Agile CRM

Cost and bloated functionality.

November 2019

Daniel from DSR Ghostwriting

Company Size: 1 employee

Industry: Marketing and Advertising

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

1.0

Customer support

1.0

Functionality

2.0

November 2019

Shoddy CRM backed by terrible support

Overall a very bad experience. I can't find an option in the UI to cancel the subscription — there's a pause option but not a cancellation one. The support is unprofessional and rude.

Pros

The automation/workflow builder seemed to work

Cons

I was drawn to AgileCRM while searching for a cloud-hosted CRM that could help me build a basic drip email automation sequence. What I found was that AgileCRM is a buggy CRM that is not suitable for business users. Countless have pointed this out, but let me add my voice: unbranded emails are not standard and require paying an extra fee. This means that unless you pay extra (yes, to the paid plan), every email you sent through the CRM will have "Send with Agile", or something similar, in the footer. This reeks of extortion and this hidden cost instantly turned me off continuing with my evaluation. In addition, the India-based support team is incompetent. Everything is "no problem, I understand your concern" and nothing actually gets resolved. I wasn't able to add several professional SMTP servers and the team didn't even seem capable of understanding why that was happening (hint: your SMTP editor should accept usernames even when they are not formatted as email addresses). My advice to any business user: stay well clear.

Reasons for Choosing Agile CRM

It seemed like an affordable option for a single-user CRM (my use-case) that needed a basic workflow/automation builder. But the support and functionality isn't there.

Reasons for Switching to Agile CRM

The above experience!

Response from Agile CRM

Replied November 2019

Hi Daniel, thanks for your feedback and appreciate your response. One of our Support managers has already contacted you. Agile CRM is an all-in-one software that is used by sales, marketing, & support teams that might not require sending bulk emails. After the first free 5000 emails, to get more benefits like unbranded emails, we request our customers to purchase additional packs that offer tracking features. We have standard SMTP functionalities to support and accommodate all users. At this point, we're afraid we do not offer customized configuration. However, we have already raised this request internally and our engineering team is working on it. You can contact our Support team for more info. At Agile, we believe in transparent billings, while canceling your Agile CRM subscription, we provide a period of 2 months to confirm your cancellation and preserve data. This is also helpful for users if they want to temporarily pause their accounts and billing too. However, you can get in

January 2020

Cam from Green Hat Workshop

Company Size: 2-10 employees

Industry: Education Management

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

Easy and clear

Very easy. The support has been very patient and been very informative with some great ideas about how I can get the best out of the software. Huge thanks

Pros

After using several other CRMs I have found that Agile offers the perfect balance of flexibility and structure I am also REALLy impressed by the marketing and tracking side too.

Cons

Dunno. I haven't found it yet. I had trouble accessing my Gmail but [SENSITIVE CONTENT HIDDEN] very helpfully suggested that I set it up through Imap. Seems fine and no bother

Reasons for Choosing Agile CRM

seemed to do more of what I needed had greater support and was cost effective

Reasons for Switching to Agile CRM

Too many hidden costs in order to get the software to do what I wanted. Too many variability requiring real specialization.