Agile CRM software


267 reviews(4.0/5)
267 reviews(4.0/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic)

267 Reviews of Agile CRM

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  • Verified Reviewer

    Number of employees: 10,000+ employees

    September 2018

    FLEXIBLE, EFFICIENT AND HIGHLY CUSTOMIZABLE

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Vraj from startup

    Number of employees: 2-10 employees

    September 2018

    Great CRM -- good addition to Zendesk

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

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

    September 2018

    Good helpdesk soloution

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • John Kennedy from Cience

    Specialty: Other services

    Number of employees: 201-500 employees

    August 2018

    Agile CRM is a Versatile Tool!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Christina from Nichols Genuine Philanthropic Solutions, LLC

    Number of employees: 1 employee

    August 2018

    Manage small business with esae

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Amir from Squatting Monkeys

    Number of employees: 2-10 employees

    August 2018

    Up and coming CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Mahdi from MamanPaz

    Number of employees: 11-50 employees

    August 2018

    you cant cancel subscription

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    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.

  • Verified Reviewer

    August 2018

    Terrible

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This review was submitted organically. No incentive was offered
    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)

  • Rohit from Self employed

    Number of employees: 2-10 employees

    August 2018

    Best All-in-One automation solution for small and medium businesses

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    All features at one place - Landing pages, forms, web pop-ups
    Cost of the product
    The learning curve of the product is small
    Customer support is awesome and quick
    Tracking of the leads
    Email notifications and push notifications

    Cons

    All good features, but sometimes feel it should have integrated website developer as well to complete the digital marketing needs of a small business.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Derek "Storme" from Roofing Brand LLC

    Number of employees: 51-200 employees

    August 2018

    Good overall system with a few glitches

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We've got LOTS of information in here now, so at this point it would be more work to move than to just deal with the downfalls. Overall, my team has enjoyed the experience. I am a bit more technical so I am not as happy as they are. It has kept a great log of our consultants past and present, so in that respect - it has done it's job. I just feel like the cost (for 3 operators) does not justify the tool.

    Pros

    Tags make it easy to compartmentalize different customers and the path to completion.

    Cons

    Organization is a bit tough, and the separation of different features between Sales, Marketing, and Service areas is a bit disconnected. Creating a "path" for different actions can be quite confusing, and the fact that LOTS of actions (such as send an email when a certain tag is entered) do not happen. I think these run on cron jobs (say, every 15 minutes) and I feel like LOTS of the actions get missed. This is my biggest beef. The price structure is a bit nickle and dimey as well, and it seems like a big jump between I can do 3 actions and I can do 5 actions.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Agile CRM, Agile CRM Inc.

    August 2018

    Hi Derek, Thanks for your feedback. Our goal is to meet the needs of a growing business irrespective of its size. Our pricing model is the most affordable one in the market today and has been designed according to business requirements and its size. The tags feature helps you to segment your contacts and trigger necessary actions which take place instantly. For any further doubts on how to better use our tool for your needs, please contact our support team at support@agilecrm.com.

  • Rahul from ICICI PRUDENTIAL ASSETS MANAGEMENT COMPANY

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

    August 2018

    Supportive Good to work upon

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    As in market so many CRM software are present Agile CRM come with complete package

    Pros

    Track Contacts
    save time
    lead nutrition
    Create report is the best features
    sales reminders
    calls reminder
    bulk mails
    Action Triggers for the suitable marketing calls

    Cons

    Sometimes gets complicated and difficult to understand

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Agile CRM, Agile CRM Inc.

    August 2018

    Hi Rahul, Thanks for reviewing our product. As we have designed a free plan for a very small startups, you would not be able to explore the real power of Agile CRM. I see that ICICI is a big company and would recommend using our Enterprise plan to exceed you expectations. There are many many automations and tasks available for a assets management company like your's. I would strongly recommend you to use a paid version and get free on-boarding as well to understand the product completely. Do let us know if you want to explore the product further, we can show a live demo.

  • Sumeet from Axonator Inc.

    Number of employees: 11-50 employees

    August 2018

    Custom CRM with ready to go

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Good to work on the Agile there support is very good

    Pros

    You can take help and customize it as per your convenience and can integrate with the website

    Cons

    Very slow to process for the lead saving and tag genetration

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

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

    August 2018

    Excellent tool for social media prospecting, profiling and reporting.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Finding prospects, social profiling customers and potential leads from social media like LinkedIn, Facebook and Twitter has become so much easier for us with the use of Agile CRM. It also helps us to generate detailed reporting and analytics from the data to help us determine where and who to focus our efforts on.
    It’s very easy to set-up and the monthly cost is very affordable.

    Cons

    Learning to use the product may take a bit of time, but what’s great is that they offer webinars to help train anyone that’s new to the system at no extra cost. Their customer support is also easily reachable.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • William from William Avon Financial

    Number of employees: 11-50 employees

    August 2018

    We went far away from them after a year

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It allowed me to learn what I do and don't want in software. Their feature list spells this out, but getting the features to work and get support behind them is why we left.

    Pros

    The only pros I can say currently is their feature list looks good from the surface including internal dialing, multiple seats, call recording and sharing.

    Cons

    The tech team is difficult to reach and sometimes understand. I have no problem with offshore hiring when it's quality. For a product like this they need US based support.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Agile CRM, Agile CRM Inc.

    August 2018

    Hi William, Thanks for your feedback, this helps us to achieve better results. Here are the testimonials from our customers for our excellent customer support: https://www.agilecrm.com/testimonials

  • Candice from MCP Networks

    August 2018

    We use Agile CRM for a small tech startup.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Contact Management, email marketing, sales tracking.

    Pros

    Easy to add contacts, share email, add tasks and track deals. I like the integration with Gmail and with Stripe. We add forms to our website to easily integrate contacts.

    Cons

    We have add issues with emails sent from Agile being filtered out as junk or spam. Also we tried the live chat feature, which didn't work so well for us.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Agile CRM, Agile CRM Inc.

    August 2018

    Hi Candice, Thank you for reviewing us. You have rightly said, Agile CRM is the best for small businesses due to its affordability and dense feature-set (sales, marketing and service automation in one platform). To help you use our product to its full potential, our support team is always available at support@agilecrm.com

  • Adam from Lupeer

    Number of employees: 11-50 employees

    August 2018

    Not very easy to use as desired, customer support is lacking

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Low cost option and an all in one solution if willing to sacrifice efficiency and organization

    Pros

    I like that there are multiple features and uses for this software ranging from email marketing to contact management that can all be accessed in one place. The free plan includes some valuable uses as well.

    Cons

    The process for organizing and managing follow up calls and sales funnel movement involves too many steps, which reduces the simplicity factor considerably. This has caused me to have to use other functions that weren't intended for the use I ultimately use them for, which can be frustrating. Customer support is outsourced and scheduled in 30 minute blocks of time and once that time is up, you are cut off regardless of resolving your issue and are then directed to scheduling another block of time at a later date.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Agile CRM, Agile CRM Inc.

    August 2018

    Hi Adam, All our processes are set up to guide you in using our CRM to its full potential and irrespective of the business (size or industry), our product is applicable due to the vast and necessary features we provide. We have a one-time implementation process to help customise the tool as per your business requirements. For this, our training specialists are always ready to help based upon your schedule. For any other issues, you can connect with technical support via chat and email at www.agilecrm.com/support

  • Zach from Speed Digital

    Number of employees: 11-50 employees

    July 2018

    Misleading and disappointing

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    None. It was an unnecessary distraction and waste of time. Paying more for a better software is worth it.

    Pros

    The software is inexpensive (at lower levels). It seemed intuitive at first, but with extended use realized it was clunky and did not function as advertised.

    Cons

    Full of holes and bugs. Clunky. When we asked about certain capabilities, they were always "included with the next level up". When we explained our frustration and that we were cancelling our contract, they became belligerent, immediately cut off our access to software and are holding all our information hostage. We have also yet to receive a refund...

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Agile CRM, Agile CRM Inc.

    August 2018

    Thank you for reviewing us and as you rightly said, we are inexpensive. In fact, we are the most affordable CRM for small and medium businesses. Our pricing plans are designed to answer the needs of every growing business. Mid-sized businesses require features which help achieve their goals. And hence, the feature set is dense and small businesses when they grow, need higher plans to realise their potential. Thus, we have suggested the appropriate plan with the most affordable pricing in the market to support your growth. You might have found it clunky because there is a learning curve for using a CRM software to its full potential (especially when you are changing from a different CRM provider). Also, we have taken your inputs to further improve our services. Our product updates are driven by the customer feedback.

  • Mireya from Life Solutions Insurance

    Specialty: Insurance

    Number of employees: 1 employee

    July 2018

    Agile CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    For a starter or single user, I think Agile CRM is a great application. i love all the features it provides for single users like myself.

    Pros

    The price is very competitive for all the feature you get with the application. Customer service is great!

    Cons

    They don't have too many VOIP applications to integrate with . I was not able to use with my Nextiva service.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    July 2018

    Cheap given the array of functionalities

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    the software offers marketing automation, gamification as well as project management. The application can be used for free for up to fifty thousand contacts.

    Pros

    Despite Agile CRM's a vast array of tools, features as well as applications it is really cheap for per user per month. The software can be integrated with other web-based applications such as Gmail and Quick books. Most importantly it also integrates with Zapier which enables the software to link up with over eight hundred web applications.

    Cons

    Consumer support does not solve most of the software's glitches. Agile is only suitable for fast-time users of CRM software. The application is incapable of handling certain sale processes.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Vlada from mysurveylab

    Number of employees: 2-10 employees

    July 2018

    A lot useful features in one app

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Agile CRM has the biggest amount of useful features among their competitors.
    The tool is free for 10 users. I also found very positive, that system enables marketing automation, which is available from Starter account. This is also an advantage over their competitors.
    A comfortable in use is a calendar feature, besides you can add Google Calendar integration, which is also a big plus.
    Customer support is great (maybe just a bit noisy), I got a call from them on the same day after I signed up and offered their help.

    Cons

    In general, it is a good tool. I was also looking for integrations with Slack, but didn't find it, unfortunately, as well as live chat. Well, it is a good a direction for improvements.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
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