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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

Agile CRM Software - Agile CRM process workflow
Agile CRM Software - Agile CRM task management
Agile CRM Software - Agile CRM dashboard
Agile CRM Software - Agile CRM templates
Agile CRM Software - Agile CRM handle tickets

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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
Roni
Roni
Communications Manager in US
Verified LinkedIn User
Construction, 1,001–5,000 Employees
Used the Software for: 6-12 months
Reviewer Source

AgileCRM automates digital marketing for us

5.0 last year

Comments: Agile CRM is the most important program within our company. We use it for the purpose of preserving our customer and prospect databases, managing email rounds, tracking contracts, reporting and a bit of marketing automation. We will often bring people in for a short period of time to use the system, especially if they are in a project management position. The mobile app, which has just been released, is excellent and offers almost all the fundamental features of the web version.

Pros:

Agile CRM has some very remarkable Marketing Automation abilities that we are exploiting for now. It is possible to set up fundraising strategies, automated responses, and with Workato, it is possible to do even more. Agile CRM helps us get an accurate idea of where we are with respect to any possible deal. It monitors the replicas we enter freehand along with exhibits email correspondence and associated people, and handles things with the simple drive of a mouse. It is such an important portion of our company that you may not imagine an existence without it. If we didn't have it, it would mean missing important calls, not having up-to-date contact with many customers, suppliers and prospects, and losing track of them.

Cons:

At the negotiation table, I would like Agile to report the number of days the agreement has lasted in that position. This information can be found in different places, but owning it on the Kanban board would be wonderful. I would like Agile CRM to also exhibit a figure of how existing marketing campaigns and automations relate to each other, in order to avoid nasty or repeated emails and other actions. It would be significantly more optimal if it were possible to access more information on the screen so you wouldn't have to dig so far outside the program and make decisions before executing your projects.

Divaldo
CEO in Portugal
Consumer Services, Self Employed
Used the Software for: 2+ years
Reviewer Source

Fantastic CRM system

5.0 2 years ago

Comments: I had integrated the agile CRM with facebook and since we had ads running to capture leads, it was spectacular, because the automation was ready, there was a lot of engagement with customers and they felt special.

Pros:

Agile CRM was one of the most important tools for managing my business, excellent for capturing leads, automating and controlling all activities. What I loved most was email automation.

Cons:

Recently they launched another tool and they stopped paying so much attention to this tool, also over the years I tirelessly requested the addition of more currencies which was not done.

Tom
Managing Director in Australia
Retail, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Good CRM but with some major ongoing bugs that they will not resolve

3.0 4 years ago

Comments: I have been using since 2008 - connecting JSON nodes to read data directly from Google sheets. I know more about Agile then most of their own staff. I have brought this exact issue many times.... and no change. So beware of this company, and the stupid bugs they refuse to fix.

Pros:

Emails are cheap to send -- JSON node is very powerful allowing high levels of integration and automation.

Cons:

Bug when trying to "copy" a campaign. It just gets stuck after adding the word "copy" to the start of the campaign name, and a pop up saving "saved" does not show. If you don't realise you did not see the popup, then you then think it has made the copy.... but you are still working in the old campaign. Many times this has lead us to overwrite our original campaign. Right now, I simply need to copy the campaign so send another our email for Black Friday. After 30min trying everything, including restarting my computer. I still have this bug and cannot complete a very simple task --- which now is proving very costly.

Agile CRM Response

4 years ago

Hi Tom, We are really sad that you had a bad experience with Agile CRM. We have always been a customer focused company and constantly endeavor to deliver the best services. Our product team also focuses on regularly rolling out more advanced and robust features. However, in this process, there remains certain features which are more complex to operate or have a bigger learning path. I recommend you to contact our customer success team for a personalized training so that you can get a better understanding on how to use them more efficiently. Thank you

Cam
Operations Manager in Australia
Education Management, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Easy and clear

5.0 5 years ago

Comments: Very easy. The support has been very patient and been very informative with some great ideas about how I can get the best out of the software. Huge thanks

Pros:

After using several other CRMs I have found that Agile offers the perfect balance of flexibility and structure I am also REALLy impressed by the marketing and tracking side too.

Cons:

Dunno. I haven't found it yet. I had trouble accessing my Gmail but [SENSITIVE CONTENT HIDDEN] very helpfully suggested that I set it up through Imap. Seems fine and no bother

Ben
Digital Marketing Consultant in Netherlands
Marketing & Advertising, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

The most cost-effective marketing automation and CRM solution I can find

5.0 4 years ago

Comments: I was originally looking for a marketing automation system for myself, but most are incredibly expensive. I decided to try it and, after a brief learning period, have really fallen in love with it. I've ended up recommending it many of my B2B clients and startup clients, who similarly are limited in budget. They are sceptical at first but then realise just how much it can do and how it can replace lots of existing disjointed (and expensive) tools. Look, I'm sure Hubspot and the likes have benefits in some areas - but when you account for the cost difference it really is difficult to justify spending so much more!

Pros:

- it's almost an all-in-one product, but at a much more accessible price - for the most part, the product is easy to use and I like how you can setup automations in an intuitive way - when used correctly, the power of the product is so insightful - PRICE!

Cons:

- I think the platform overall could do with a cleaner design - Sometimes it can be a bit tricky to find the thing you need (but customer service have always been quick to help) - Would love some newer and more modern templates in emails etc. - LinkedIn integration would make a huge difference