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.



303 Reviews of Agile CRM

Overall rating

4.27 / 5 stars

Filters:

Showing 1 - 20 of 303 reviews

January 2019

Bill Hel from To-ibiza.com

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

January 2019

Good CRM & Marketing solution

Pros

You can manage everything from the same pixel

Cons

It is a bit beugguy, but there is a good support

January 2019

Bri from Strattix Inc

Company Size: 2-10 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

1 of 5

Functionality

3 of 5

January 2019

Decent for the cost

If you like the price then the system does the job. But its not as comprehensive or user friendly as sales force or Nutshell.

Pros

- simple
- no extra bells and whistles
- ability to customize fields, reporting and admin settings
-

Cons

- support takes a while to get back to you, they also don't speak English very well
- support was unable to import my contact base, they also did not follow up after the support chat I had
- don't seem to care for their customers as they should
- if you don't pay the full price for the basic plan you have limited functionality
- knowledgebase and many support options not available if on free version

January 2019

Jeremy from Paper.id

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

3 of 5

Customer support

1 of 5

Functionality

3 of 5

January 2019

It's decent but if you can afford other alternatives, don't waste your time with Agile CRM

It's really good if you are a small to medium company looking for more complete CRM but you really need to look elsewhere as you scale.

Pros

Their integration to your website and Gmail is pretty good. I find their document creation and signing pretty useful although under-promoted and document creation is still clunky.

Cons

If you have a big client base, your quota will fill up quickly as they count contact AND company separately. Their Marketing tool is still not ready for production so don't even try them for Marketing Automation. Reporting leaves more to be desired as well.

Response from Agile CRM of Agile CRM Inc.

Replied January 2019

Agile CRM is an all-in-one CRM which helps SMBs to scale by providing sales, marketing and service automation features on a single platform. All of our features are user-driven and we appreciate your feedback. Our all-in-one capability, especially our drag and drop designer in the marketing automation module has been appreciated by 15,000+ clients across the world. Also, many business review sites have rated us as one among the best for the same capability (including Capterra). Our pricing plans have been designed for SMBs to scale. If your quota is filling up, that means your company is growing to the next level. We are glad that your business has grown above the starter level with the help of Agile CRM. Please write to our support team -support@agilecrm.com for immediate assistance.

January 2019

Brian from SmartAsset

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

1 of 5

Customer support

1 of 5

Functionality

2 of 5

January 2019

Unreliable Software - No Customer Support

Pros

Does the barebones task and deal management for a CRM reasonably well

Cons

Data is completely unreliable, frequently merging and switching contact info without any user action

Outages 2-3 times a month with no customer support availability

Extremely limited access to data for users

Very few tasks can be saved and automated

Reporting features very limited

Response from Agile CRM of Agile CRM Inc.

Replied January 2019

Agile CRM is an all-in-one CRM which helps SMBs to scale by providing sales, marketing and service automation features on a single platform. All of our features are user-driven and we appreciate your feedback. According to the recent discussions we had with you, we found out that the issues that you were facing were due to the custom API that you had written to merge your contacts. About this, could you please discuss with our support team - support@agilecrm.com in detail? They will be happy to help you.

January 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

3 of 5

January 2019

Trustworthy but still in development

Overall it is still a useful and very promising tool. I think it needs a few fixes but does the job well.

Pros

It has really good features, especially the email automaton which is different and more ingenious from all competitors: it's a simple drag and drop with icons that represent actions (send/ time / send 2 or third mail if the first one was opened ect.)

Cons

Is too pricey for starting businesses and could improve the filtering system of contact lists. It's doesn't always take in account tag addition or tag removal, and doesn't automatically delete contact that were added a second time.
About the support team: they will really try to help you if you encounter any issues. However, they can be really hard to understand sometimes due to their accents.

December 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Very nice tool, they offer a great free tier!

Pros

Lots of features and integrations packed into one tool. Really like the Google Contacts sync functionality! They established themselves really well out there. Many WordPress plugins have compatibility with them!

Cons

Their mobile apps are basically their mobile website inside an app, it's decent, but no offline functionality. Team mates using Android didn't exactly have good experience. On iOS it was alright.

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

Very Good

Pros

This CRM is very easy to use, especially for people that is new to CRM.

Cons

Need more customer contact follow up features.

December 2018

Chris from The Smart Marketing Company

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

December 2018

Solid, but not Spectacular

All that said, it does do an incredible job at helping me stay in front of and build dossiers on prospects and clients.

Pros

It's free for their basic package and very inexpensive to scale. While the interface looks like 2003 it has some very advanced tools for 2018, namely automated SMS. That's a game changer to not have to incorporate a second piece of software into your marketing campaign.

Cons

Not intuitive whatsoever. The learning curve is steep. Creating IFTTT automation is done on a flowchart instead of a menu. That is perfect for visual people. I'm not a visual person.

December 2018

abdelli from Southern States University

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

December 2018

I am still trying to learn how it works

Pros

I like the way how it's easy to create a campaign and a trigger..

Cons

I don't know why we can't assign contacts to a specific user because I want to divide every category of contacts to a specific employee.

December 2018

Christie from SEO company

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

3 of 5

December 2018

No Ease Of Use

I've loathed using Agile for sending marketing emails. It's email design interface is confusing - and the campaign dashboard contains very little practical inflammation. Would not recommend.

Pros

There isn't much that I enjoy about working with this software. You can build nice marketing databases - but there are many other CRM's that I've used which are much more user-friendly.

Cons

It's uber complicated to use, and almost painfully difficult to find necessary information.

Response from Agile CRM of Agile CRM Inc.

Replied January 2019

Thank you for taking the time to review us. Your comments help us deliver great customer experience. Agile CRM helps SMBs with the essential tools for sales, marketing and service departments of an organization on a single platform. Our campaign builder provides an easy-to-use drag and drop interface which simplifies your complex marketing campaigns in minutes. We also provide features like web popups, email newsletters, autoresponders and automatically personalized campaigns across mobile and social media channels to capture leads effectively. Recently, Capterra ranked Agile CRM as one of the top 20 most user-friendly CRM solutions in the market. (https://www.capterra.com/customer-relationship-management-software/#user-friendly) Also, we have a dedicated onboarding team which helps our customers to adopt Agile CRM to meet their business needs. They ensure a smooth experience throughout. You can reach to our friendly support reps at agilecrm.com/support via chat, voice & email.

December 2018

Juan from JuanMerodio

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

A great agile CRM, easy to use.

We save time, Agile CRM has a user-friendly and cost-friendly interface, we use it to communicate easier. The marketing area and the sales area is the strongest part of this software, in general we only have good things to say.

Pros

It has a good integration of its tools, Agile CRM is powerful and we like how it stores the data of our clients and potential clients to know what each one needs, improving the experience and helping our company grow.

Cons

I have no contra for this software, it has fulfilled my expectations which leaves me satisfied.

December 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Best CRM for Starters

While searching for a CRM, I found this option. It was the perfect software to start with as the sales team never had used a CRM before and we had a very small team. Lots features, easy to manage and free for a small team. This gave us the opportunity to start a process upgrade without investment, and after everyone was well adjusted, we switch to a paid plan.

Pros

Not only you can keep control of all the costumer interactions, but also you can do marketing and support with the same account, and is free for up to 10 users (limited, but free).

Cons

It lacks a good tutorial for most of the advanced features.

December 2018

Manny from Convo Communications

Company Size: 201-500 employees

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

4 of 5

Functionality

4 of 5

December 2018

AgileCRM is easy to use

Pros

AgileCRM offers an eye-pleasing design that doesn't overwhelm, which is very important when working with customers. It has a nifty dashboard that you can customize to your liking to see key data. This platform does make for a quicker learning curve than other CRMS out there.

Cons

I wished it would allow for deeper customization and integration... maybe it does now as I last tried it in 2017.

December 2018

Brandon from Brandon Mushlin Creative

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

December 2018

Alternative to Expensive InfusionSoft / Ontraport

While I wanted something more simple for myself, I opted for a cleaner watered down version of another product for my industry. However, I have recommended this software to multiple clients that were looking for something super powerful to integrate and run through all of their systems.

Pros

Cost, Features, Options, Tutorials, all super beneficial and could be considered superior to both InfusionSoft & OntraPort. Most importantly, they continue to update and stay on top of their tech. InfusionSoft for example stays pretty dated and just updates their blogs.

This CRM system is Powerful, Integrates with almost everything now through Zapier as well, I believe WebHooks, and won't leave you disappointed if you are a feature hungry tech expert.

Cons

Still, a more in-depth email builder which follows the more cumbersome building out like the two alternatives mentioned. It could be made cleaner, easier to implement, and have a cleaner operating UX (user experience) and design. Overall, it takes the cake on price.

November 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Great CRM

Simple and very straight forwards. Good for companies with the need to create a database and manage the sales pipeline.

Pros

Very user friendly and easy to use. The dashboards are very good and can be personalised according to the sales funnel of the company.

Cons

Could be divided per service to help organising the pipeline.

November 2018

Alex from Relic Agency

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Functionality

5 of 5

November 2018

All-inclusive CRM

Pros

Love the drag-and-drop interface, which is very easy to use. Great integration with Twitter and Linkedin, and it's helped us easily customize emails and newsletter for clients

Cons

The basic subscription could be cheaper for what's offered.

November 2018

Adam from Riskalyze

Company Size: 201-500 employees

Review Source


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Agile is a Fantastic Solution in a Crowded Market

I feel like I am becoming a CRM expert. I have used and suggested many CRMs over the years, and I feel like I have seen it all. When I look for a CRM in 2018, I ask myself 3 questions. Question 1: Who is going to use these features? If my team lacks tech savviness, if they are going to be picky about the UI, or if they are used to a different platform, you could run into problems. At the end of the day, a CRM should be invisible, and it should be as natural as using your body. If you team struggles to use their tools, you will run into problems. There's no point in blaming your team if the tool is hard to learn. The job needs to be done either way. (Keeping a mobile option in mind is a good idea as well. Don't underestimate the value of client's won at a bar.) Question 2: How quickly will the system be up to 100% functionality? Every day that you team has to track client data on Post-Its is a day that you're throwing information in the trash (and hanging your Marketing + Support out to dry). Expect a month to get set up, but anything over 3 months is too long. Even if you're an enterprise, you can't afford to fly blind for that long. Also, integrations, integrations, integrations... If the sales rep can't demo a tool you use daily running on their CRM, demand a "no commitment demo" period. Most companies will try to lock you into a one year commitment, but it is perfectly reasonable to know everything works together in harmony. Question 3: Is this the right price for me? The thing about CRMs is that there are hundreds of them. It's impossible to say which one is right for you because in reality, there are probably a dozen you will love. If you feel that you are down to 2 or 3 CRMs that seem identical, they probably are... Go for the one that is priced right and ready to scale WITH YOU. Agile is great on all these fronts. Easy to use. Beautiful UI. Easy to set up. Very affordable option. Love 'em. You won't be disappointed.

Pros

Agile is so clean. The UI is easy to use right out of the box.
Great for small to medium customer bases that use social media.
Quick and easy to set up.
Support is FANTASTIC!
Great automated features.
All the great things you would expect from a cloud based CRM: Customer + Deal tracking, notes and communication history, marketing analytics, scheduling, etc.

Cons

It's hard to call all of these "cons", but let's say "growing pains". Agile is still a young software.

We had some problems setting up links between our WordPress site. They were quickly resolved to 100% satisfaction, but they had my boss pulling his hair out for a few days.

We have run into a few other issues that I would call "buggy". Some graphical, some needing to refresh a page, but nothing has halted production. All have resolved themselves.

November 2018

Adam from eVest Technology

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

November 2018

A Cost Effective Alternative to More Expensive CRMs

Pros

My company was looking into using the Salesforce Sales Cloud. They asked me to look into alternatives and this is what I came up with. For a lesser cost, you get pretty much the same stuff Salesforce puts out on their base tier cloud. The Agile CRM is great for small startups like mine because it allows you to have a central location to see all of your customers. The drag-and-drop interface is really nice and adds to the ease of use.

Cons

I suppose the biggest gripe i've had with this software is that you only get 5 marketing campaigns with the base tier package. They don't have a lot of email templates, which might be a con for some people, but for my uses it's pretty fine.

November 2018

Christine from KROARK

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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

November 2018

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: GetApp


Ease-of-use

4 of 5

Functionality

4 of 5

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