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):

Web browser (OS agnostic), Windows 10

378 Reviews of Agile CRM

Average User Ratings

Overall

4.19 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(185)

185

4 stars

(124)

124

3 stars

(45)

45

2 stars

(15)

15

1 stars

(13)

13

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 378 results

November 2016

Jaime from Bloominari

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: Less than 12 months

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2016

Amazing Complete CRM & Automation software: Great Infusionsoft or Salesforce alternative, for 10% of the price tag

As a small business owner, and founder of Bloominari.com, a digital marketing agency helping small businesses to grow their companies online through beautiful design, automation and marketing tactics I was in search of the best CRM and marketing automation software for a truly affordable price. After literally about 2 months of research of various CRM and marketing automation platforms I finally decided to take AgileCRM for a spin (It was easy to try it, as they have an always-free lite version). Immediately I fell in love with it's interface, ease of use, and easy-to-setup platform. I previously worked with Salesforce.com and Solve360 CRMS, and have also tried BaseCRM, SugarCRM and many others throughout my business life.

Pros

- Super affordable for the amount of tools, features and applications it includes. Starting at $10/user/month for it's starter version. - Great user interface - Easy to setup and use - Lots of native integrations with lots of web-based (Saas) apps such as Gmail, Quickbooks, Twilio and many many others. - Integration with Zapier, which basically let's you now integrate AgileCRM with 700+ other web apps, so this feature was a KEY for me. - All your emails automatically load from your Gmail inside AgileCRM, no need to BCC some email address. - Lots of sales, marketing, support, landing page, and amazing features added on at no additional cost. - Now you can purchase add-ons such as user permissions, triggers, additional automation campaigns and others without having to upgrade all your users to the next subscription level (this is something I requested, and their team listened and did implement this). -Their tech support is great, they care, they listen, and they modify/improve their system based on your feedback - Their team update the app every few days

Cons

- Their standard subscription is $30/user/month if pre-paid for 2 years, otherwise $50/month, without too many added benefits for this level - Their starter subscription limits your marketing campaigns (automation) to only 5 campaigns, with 10 nodes (steps) on each. The standard gives you 10 campaigns, with 25 nodes each (much better). - Some updates happen without prior notifications to the user, and sometimes changes the User interface too drastically for some features. - Their E-mail templates are limited, but you can still bring in your HTML templates or use their WYSIWYG editor.

Response from Agile CRM

Replied November 2016

Hi Jaime, Thanks for your appreciation and support.

July 2019

Guillermo from EntrenarSE

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 Im 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.

January 2020

Javier from UV LATAM

Company Size: 11-50 employees

Industry: Entertainment

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2020

Great Customer Support and Features

Pros

Their customer support is great as the hability to send personalized bulk emails.

Cons

User interface and report customization.

Reasons for Choosing Agile CRM

It's a platform full of great features with no surprises in the fee.

January 2020

Slavica from BC TECH

Company Size: 11-50 employees

Industry: Health, Wellness and Fitness

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2020

Good value for Money

The support team is very patient and they have schedules available for training 24*7 for each module and there is no restriction for training. Easy to use, available on mobiles and PC.

Pros

24*7 support and exceptional dedicated support and training Very easy to use and modify. Different modules through single platform Nice visual reports

Cons

Restrictions in some automation, bit challenged to set up campaigns and missing accounts module

Reasons for Choosing Agile CRM

- simply product -easy to use -all at one place -good for different departments -mobile app

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.

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