Agile CRM Software


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-and-drop interface. Users can also send automatic reminders based on time and contact options.

Agile CRM also includes task management functionality. Users can drag-and-drop tasks in lists, sort tasks, add notes and update task status.

Social media integrations allow users to publish and respond to posts on social channels such as Facebook, LinkedIn and Twitter. Pricing is per user per month. Phone and email support is available.

Correspondence history
Correspondence history

Correspondence history

Drag and drop interface

Drag and drop interface

Create template

Create template

Theme and layout

Theme and layout

Opportunities

Opportunities

Telephony preferences

Telephony preferences

Supported Operating System(s):

Mac OS, Web browser (OS agnostic)



281 Reviews of Agile CRM

Overall rating

4.5 / 5 stars

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Christine from KROARK

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Agile Crm review (free tier)

Pros

It’s user friendliness and that the features that are available to allow us to plug into (mailchimp, Google calendar syncing,etc)

Cons

The restrictions on automation triggers even on the paying plan

Review Source: Capterra
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Verified Reviewer

Number of employees:  501-1,000 employees

Ease-of-use

Functionality

November 2018

Single platform for Sales and Marketing

Pros

I used this platform for some of my side projects and found it very well designed for small businesses. For small IT team it may be the best decision to use. Easy integrated with other software. Support team's work in Agile way

Cons

I could't find any serious cons during my experience of using this software. Maybe I would improve some parts of the interface but that is a minor issue for such kind of software

Review Source: GetApp
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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Functionality

November 2018

Great CRM and great pricing

Pros

A good product with all what you need in terms of CRM, and a wide set of possible integrations available, for a fair price

Cons

It is not the most intuitive product we tried in terms of user experience. However, it was the one with the more complete set of features.

Review Source: Capterra

Bill from ComputAssist

Number of employees:  1 employee

Ease-of-use

Functionality

October 2018

Nice most-in-one CRM/Marketing engine for small biz

I need a place to store all of my interactions with contacts of all types. I need to be able to review a contact and know what stage we are in, last touch, next step, and simply who said what. Agile supplies all that. I want to improve my marketing outreach and I believe Agile will help me organize and systematize those efforts.

Pros

Agile CRM is purpose built (according to the makers) for keeping up with a growing start-up or small business. It handles the usual contacts, appointments, lead tracking and so on, but has a strong email and social marketing component. You can optionally tie in your email and telephony to Agile CRM to keep track of lead and customer interactions (though I have not implemented either at this time.)

They are fairly generous with the free level, there are enough core features enabled to allow a fair trial and limits on number of contacts, emails, even API calls are sufficient for a small business. Their free tier is actually not a trial, you can stay on free as long as it meets your needs.

One more thing, Agile has quite a few integrations available, among them Stripe, PayPal, FreshBooks, QuickBooks, and Xero. They have a functional API so if you are so inclined you can integrate Agile with almost anything, whether there is a widget for it or not.

Cons

There are a lot of moving parts, which is not necessarily a bad thing if they all help push your goals ahead. But it is more complex than many small business web applications, because it tries to do more. So it takes more of a time investment to begin to benefit from Agile. I am phasing into each component and I haven't reached some yet.

I have wished for a few more customization options, in display attributes - layout, colors, and also data - what fields are displayed in lists, what sort criteria,

Review Source: Capterra

Marlene from Ediciones Uniriqueza

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

CRM Software Essential for companies in deployment

Pros

Agile is a complete CRM software, incredible, easy to use and intuitive, with great tools that provide the company with a service to customers to improve their quality of service, with contact management, helping in the sales areas that They require higher performance. In addition, it has a base in the cloud to access the system from anywhere in your devices.

Cons

In some occasions the interface has been too slow or I have had problems with the updates, but in general everything has been fine, once you advance to the paid version you can take full advantage of this software, it is worth mentioning the good price that this has.

Review Source: Capterra
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Verified Reviewer

Number of employees:  10,000+ employees

Ease-of-use

Value for money

Functionality

October 2018

Highly customized emails with ease

Pros

I contribute to certain custom email creations. This is to increase advertisement and to increase possible customers and also, to keep our current customers updated with our company’s latest updates. With Agile CRM, I can create newsletters with ease. And although I only intended to use Agile for newsletters and email creations, it has more than just those features. SMS marketing is also possible, it can send out coupons and schedules necessary to further advertise a company or a business. Email management is also possible which is a great addition to its features.

Cons

Starter subscription price seems to be a little high given that their features need more roughing around the edges. It seems to be a little bit glitchy at times as well.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Functionality

October 2018

Get the most features with Agile; with great and quick-responding tech support team

Pros

I have been on the search for a great CRM software that I can possibly use for a long time with none to minimal problems or something that agrees with my needs completely. With Agile CRM, the features are perfect for my needs and offer more. I use the help desk features more than often, it is something that really lightened my tasks with my job. The possibility to manage different data allows increased organization. The Call center features allow call recording, logging and scripting of calls from customers. It offers so much aid for any customer service personnel.

Cons

Marketing campaigns for initial subscription are very limited with such a high price, which seems too expensive for the initial rate.

Review Source: Capterra
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Verified Reviewer

Ease-of-use

Functionality

October 2018

Decent CRM tool with both +ves and -ves

Pros

Easy to use CRM that has multiple features. Contact’s timelines show all the interactions making it easy to progress. Automation and Campaigns are easy and work well.

Cons

Customer Service is quite off. Takes a long time of understand the issue and bounces around to a few executives. Interface is quite slow and lags quite a bit.

Review Source: GetApp

Response: Agile CRM Inc., Agile CRM Inc.

October 2018

Thank you for taking your time in providing this feedback. Agile CRM has been designed for users to meet their business requirements with ease. Therefore, it has been rated as the best all-in-one CRM as it provides sales, marketing and service automation on a single platform. We understand support is very important and hence, we provide support through multiple channels like Chat, Email and Voice (24*5). Here is a look at what our customers have been saying about our support - https://www.agilecrm.com/testimonials

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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Our company are new to Agile CRM, but so far so good!

Pros

We have tried several different CRM programs, and so far Agile CRM seems to be our favorite!

Cons

We really like the easy format. Just the learning curve is the only negative.

Review Source: Capterra

Jose Asdrubal from Upwork

Number of employees:  201-500 employees

Ease-of-use

Functionality

September 2018

Overall it does work

Pros

Helps you to do a follow up on client's pipeline.

Cons

It's not that user-friendly has some problems when moving across the options.

Review Source: Capterra
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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

One of the BEST

Pros

This is one of the best CRM softwares out there, with an easy to use drag-and-drop user interface.

Cons

Well, the free trial could be extended sinxe you don't see the real benefit in such a limited amount of time.

Review Source: Capterra

Rohit from Markteer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Affordable software, which does everything for a small business

Pros

Sales, marketing and service at one place at a single cost.
Easy to use interface.
Timeline information about the contact and notes against each contact to recall the complete communication.
Calling facility from the tool.
LinkedIn and Twitter integration of the contacts, easy to reach out on their social channels.

Cons

Branding of emails, which can be removed at a cost.
Limitation of email we send per day.
The nodes in the campaigns are limited to 50, but we can add a node to connect campaigns. This limit should not be there.
Progressive profiling of the customer not possible using forms.

Review Source: Capterra
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Verified Reviewer

Number of employees:  10,000+ employees

Ease-of-use

Customer support

Functionality

September 2018

FLEXIBLE, EFFICIENT AND HIGHLY CUSTOMIZABLE

Pros

Our team has been using Agile CRM for a while now. It has aided us to create and customize e-mails and newsletters. Agile CRM is very flexible that it has allowed us to create freely, with little limitations. The numerous features allowed us to do more with the software than just customize emails and newsletters. It also has the call center and call tracking features which we also use to communicate with our clients.

Cons

I can't think of any additional features for Agile CRM. It works and runs great.

Review Source: Capterra

Vraj from startup

Number of employees:  2-10 employees

Ease-of-use

Functionality

September 2018

Great CRM -- good addition to Zendesk

Pros

Great software that allows you to import your own database in very quickly. Also, a lot of relevant information that may not be available in Zendesk. Saves you time.

Cons

It's really hard getting it set up. Keeps asking for a new password all the time. Needs to be a simpler way...took way to long to get started.

Review Source: Capterra
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Verified Reviewer

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Good helpdesk soloution

Agile CRM was very easy to use. Deploy the tool was surprisingly very fast.

Pros

I used Agile CRM for 2 years to manage IT help desk support. Its a great tool with plenty of features.

Cons

Agile CRM answered all our business needs for a small-medium business.

Review Source: Capterra

John Kennedy from Cience

Industry:  Other services

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Agile CRM is a Versatile Tool!

Agile CRM is a Versatile Tool!

Pros

Being able to organize, manage, track and communicate with contacts in one place is one of the best things about this tool. Also, it allows integrations to a wide array of other platforms which makes it really versatile.

Cons

The interface could be more user-friendly, I guess. Other than that, all is working perfectly good for us.

Review Source

Christina from Nichols Genuine Philanthropic Solutions, LLC

Number of employees:  1 employee

Ease-of-use

Functionality

August 2018

Manage small business with esae

Pros

I use AgileCRM every day for the online appointment scheduling feature. I appreciate that it syncs my calendars, contacts, and emails - all to "ping" me if I have missed someone who needs a reach-out.

Cons

It probably does this (I just haven't searched enough) but I would like the daily tasks to sync with my Office365/Outlook.

Review Source: Capterra

Amir from Squatting Monkeys

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Up and coming CRM

Pros

Definitely price point and future growth. Agile CRM is still young and it focuses on startups and small-mid businesses.

Cons

It's tough competing with the big dogs in the CRM world. So far no issues

Review Source: Capterra

Mahdi from MamanPaz

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

you cant cancel subscription

Pros

I have used the service for about 6 months. UI & UX is good, and there are lots of useful functions

Cons

website is very slow and it bothers you. The more important point is if you want to cancel subscription, It has a very long procedure and they want to force you to continue using service.

Review Source: Capterra

Response: Agile CRM, Agile CRM Inc.

September 2018

Thanks for appreciating our UI/UX. Our goal is to ensure you meet your business needs through our All-in-One tool and do business like the Fortune 500. Once the account is cancelled, your data gets erased automatically and hence is an irreversible process. We have found many customers coming back to us to undo this cancellation request and thus, our team tries to explain about the outcomes of the cancellation process and more importantly helps you to meet your business requirements by exploring the various features of our tool.

LinkedIn icon
Verified Reviewer

Ease-of-use

Functionality

August 2018

Terrible

Pros

Relatively easy to get started. Integrations into Zapier. Basic customer journey editor. Multiple custom fields.

Cons

Support was abysmal and we never thought the software platform was secure. Don't recommend for high value work.

Review Source: GetApp

Response: Agile CRM Inc., Agile CRM Inc.

September 2018

Thank you for the feedback. We are sorry if you felt our support didn't meet your expectations. We understand that every customer has different requirements and thus, we adapt accordingly. Here are a few testimonials from our beloved customers (https://www.agilecrm.com/testimonials). Our goal is to meet your business requirements and hence we provide many such integrations. Here are a few more (https://www.agilecrm.com/plugins)


Displaying 1 - 20 of 281 reviews