What Is Agile CRM?

Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface.

Who Uses Agile CRM?

Small to medium size businesses that require sales, marketing and service automation

Where can Agile CRM be deployed?

Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)

About the vendor

  • Agile CRM
  • Located in HYDERABAD, India
  • Founded in 2012
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra and 225 others

Languages

English, French, Italian, Portuguese, Russian and 1 others

About the vendor

  • Agile CRM
  • Located in HYDERABAD, India
  • Founded in 2012
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra and 225 others

Languages

English, French, Italian, Portuguese, Russian and 1 others

Agile CRM videos and images

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Features of Agile CRM

  • AB Testing
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Auto-Dialer
  • Automated Publishing
  • Automated Routing
  • Automatic Call Distribution
  • Billing & Invoicing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Call Center Management
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management
  • Campaign Planning
  • Campaign Specific Signature
  • Cataloging/Categorization
  • Channel Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Content Management
  • Conversion Tracking
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customer Database
  • Customer Engagement
  • Customer Journey Mapping
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drip Campaigns
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
  • Event Triggered Actions
  • File Sharing
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Startups
  • For iPad Devices
  • Goal Setting / Tracking
  • IVR / Voice Recognition
  • Image Library
  • Interaction Tracking
  • Keyword Tracking
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Lead Segmentation
  • Leaderboards
  • List Management
  • Live Chat
  • Macros/Templated Responses
  • Marketing Automation
  • Mass Texting
  • Mobile Access
  • Mobile Coupons
  • Mobile Keywords
  • Mobile Optimized Emails
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Onboarding
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Portfolio Management
  • Post Scheduling
  • Power Dialer
  • Predictive Dialer
  • Project Planning/Scheduling
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Notifications
  • Recurring Tasks
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Response Management
  • Revenue Management
  • Routing
  • Sales Activity Management
  • Sales Pipeline Management
  • Scheduled Messaging
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Service Level Agreement (SLA) Management
  • Shared Inboxes
  • Signature Creation
  • Signature Management
  • Signature Templates
  • Social Listening
  • Social Media Integration
  • Social Media Monitoring
  • Subscriber Management
  • Support Ticket Management
  • Task Editing/Updating
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Management
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Ticket Management
  • Time & Expense Tracking
  • Time Tracking
  • Time on Site Tracking
  • Usage Tracking/Analytics
  • User Interaction Tracking
  • WYSIWYG Editor
  • Web-based Deployment
  • Widgets
  • Workflow Configuration
  • Workflow Management

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Reviews of Agile CRM

Average score

Overall
4.1
Ease of Use
4.0
Customer Service
4.0
Features
4.1
Value for Money
4.1

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Erik R.
Erik R.
Co-Owner + Videographer in US
Verified LinkedIn User
Used the Software for: 1+ year
Reviewer Source

Agile CRM is a Great First Step into the CRM World

5 4 years ago

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.

Guillermo G.
Guillermo G.
Sales & Marketing Manager in Argentina
Verified LinkedIn User
Education Management, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

All I need to work in one place

4 3 years ago

Comments: 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.

Jennifer P.
Managing Member in US
Executive Office, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Easy to Use, Configure, and Implement

5 2 weeks ago New

Comments: I have used and recommended Agile CRM for many years. It is very easy to use and configure and the cost is low compared to other CRM systems.

Pros:

It is very user friendly. You can add custom fields and setup pipelines without the need of a developer.

Cons:

Having to add DNS records to synch email makes it difficult to setup email with agile.

Kimberly K.
Head of Investor Relations in US
Venture Capital & Private Equity, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

The Entire Product is Deeply Flawed and Useless

1 2 months ago

Comments: From the beginning, Agile was an inflexible tool that I managed to use for the very simple tasks of sending out newsletter and other marketing outreach. Reporting was not helpful and seeing lists of contacts was difficult to achieve. Now that the mailing functionality no longer works, we are shifting to a different system.

Pros:

Early on, it was a simple way to send out newsletters and webinar reminders.

Cons:

At some point in mid-2021, the process for sending out email to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). When I contacted Customer Support, not only did they not actually have a good solution for how I was to use it going forward, but they said any fix would take at least 2 weeks to implement. That is unacceptable for an online marketing tool that a user has purchased in order to send out email. The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find me answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs. Beyond the fact that it doesn't actually work anymore, the reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective. The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.

Karthick V.
Senior Software Engineer in India
Information Technology & Services, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

Best CRM with project management

5 last month New

Comments: I used Agile CRM for Salesforce automation with BI dashboard. Tell you what, it really helped us to acheive our business goal. Overall satisfied with the experience.

Pros:

Good Interface design with graphical dashboards, excellent case management and great tracking of customer transactions.

Cons:

Limitation in features and automation of process needs to be more consistent. Apart from these , it is lifesaver for users .