Agile is a customer relationship software (CRM) software that includes sales, marketing, and service features. It offers users pipeline management, lead scoring and tracking, marketing automation, project management, and help desk tools. It costs $0 to $79.99 per user per month and is best for small businesses and startups that have budget limitations.
Agile CRM Pros and Cons
Free option and affordable pricing for the paid subscription plans
Limited allocation for third-party integrations in the free plan and most affordably-priced plan
Offers marketing automation features
Buggy email capabilities, including bulk sending and template creation
Includes essential business functions, such as project management and marketing tools
Who Agile CRM is Best For
- Nonprofit organizations or businesses with no budget: Agile CRM has a free plan that has a 10-user allocation for small organizations that need essential sales and marketing tools for their customer servicing needs but does not have budget allocation for a CRM software.
- Entrepreneurs who want to perform major business functions within their CRM software: The software provides essential business functions like project management, customer support, and marketing. This enables entrepreneurs to have a 360 customer view and provide contextual service to their customers and prospects.
Agile CRM Pricing
Agile CRM pricing includes a free option and three paid plans: Starter ($14.99 per user per month), Regular ($49.99 per user per month), and Enterprise ($79.99 per user per month). The main differences between the plans include the number of contacts, campaign workflows, automation rules, and third-party integrations.
Agile CRM’s four subscription plans are designed to cater to various kinds of users—giving them the option to choose which one best fits the size and requirements of their business. They can also opt to subscribe to the free version to evaluate the performance of the software before paying for a subscription.
Agile CRM’s Free plan offers contact management for up to 1,000 records, lead scoring to help with lead prioritization as well as project management and help desk tools. It also offers email campaign tools and web to lead capture tools.
The project management features, along with the help desk functionality, allow users to manage customer relationships beyond the initial sale. The sales and marketing tools like web to lead capture and email marketing help them grow your business.
The Starter plan builds on the free plan and accommodates more contacts, growing from 1,000 to 10,000. It includes analytics at the contact level, 2-way email integration, and a landing page builder. The Starter plan also expands the number of plugins or integrations users have access to from one to three. Other features include web engagement, social monitoring, marketing automation, and knowledge base.
The Regular plan further expands and builds on the Starter plan, featuring tools like mobile marketing and telephone integration. The number of plugins and integrations increases from three to over 50, which allows users to add even more features to the CRM. Also, the number of contacts expands from 10,000 to 50,000, which lets users expand their reach and nurture larger numbers of customers and contacts.
The main difference between the Regular and Enterprise plans include call recording features and levels of support. This plan offers a dedicated account representative and makes onboarding support available. It’s great if users want additional support as they’re implementing and starting to use their CRM.
Agile CRM Alternatives 2020
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead and management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Features of Agile CRM
Standout features in Agile CRM include project management, help desk features, and marketing tools. Project management allows users to smoothly transition closed deals to projects. Help desk tools facilitate supporting customers by allowing them to easily create and track tickets. Marketing features let users communicate with, sell to, and nurture leads and customers.
Agile CRM offers visual project management with a Kanban style board that helps users manage tasks. It allows them to stay on top of project status so that they can communicate it to their customers. Users can also sort activities based on priority, due date, owner, and status.
Lead Scoring and Tracking
The Lead Scoring feature helps users evaluate the credibility of a lead or a contact. The feature takes into account the lead or contact’s credibility through online behavior, property information, and profile, taking out the guesswork and enabling users to focus on high-quality leads.
Email Tracking and Automation
The email automation feature enables users to stay on top of all their email tasks—from setting send-later emails to tracking read receipts, helping them to efficiently follow-up with their leads and customers.
Help Desk & Customer Support
This helps users create and track support tickets to fully service their customers from start (prospecting stage) to finish. Not only can users create tickets, they’re also able to automate their ticketing process, incorporate tools like live chat on their website, and analyze help desk performance with help desk analytics.
Agile CRM’s marketing features facilitate expanding users’ reach and deepening relationships with tools like e-newsletters, email marketing campaigns, and mobile marketing. Other marketing tools include social media listening and marketing where users can monitor what their customers and competitors say, as well as market their products and services. They also provide website engagement tools like landing pages where users can sell products or capture email addresses.
Third-party integrations let users seamlessly integrate other apps they use such as marketing automation, ecommerce, file management, social media, landing page builder programs, among others.
Most Helpful Agile CRM Reviews
Most Agile CRM reviews found online are positive. Users highlighted its affordability and robustness—saying that even its most affordably-priced plan is packed with helpful and essential CRM tools. Great customer support was also cited. Concerns raised by users include bugs and limitations when running email campaigns, such as clunky templates and not being able to attach files when sending bulk emails.
Affordable CRM software packed with essential features
One user who gave Agile CRM a positive review on Capterra said that it is very affordable for the amount of tools, features, and applications included in a single plan. She said that it has a great user interface and is easy to setup and use. She also raved about its Zapier integration that enables her to connect her Agile CRM account to 700+ other apps. Lastly, she commended its customer support team for being superb, reliable, and quick in offering solutions.
Email functionality needs improvements
One user who gave Agile CRM a negative review on Capterra said that he experienced some limitations when it comes to email handling. According to him, if you are emailing multiple contacts in one go, you can’t add an attachment. Its bulk email formatting requires adding a lot of images, resulting in clunky email templates. He added that emails don’t get saved to draft automatically and users need to start from scratch if they lose it.
Agile CRM Frequently Asked Questions (FAQs)
How does Agile CRM secure data from its users?
Agile CRM uses a highly secure namespace on Google Cloud, which essentially means that users’ data is stored in a single database, rather than being stored in a massive, shared database. This allows users’ data to remain private and separate from that of other customers.
Who is considered a “user” in Agile CRM?
A user is any individual who has their own unique login to Agile CRM. Each user’s actions in the system are tracked back to that specific person, which aids in increasing transparency and efficiency.
Does Agile CRM offer uptime guarantee?
Agile CRM offers a 99.5% uptime guarantee on all paid plans, meaning the system will be available 99.5% of the time, guaranteed. It is hosted on Google and Amazon cloud for scale, so users will see virtually no downtime.
Our Top CRM Provider Picks
If you aren’t sure if Agile CRM is right for you, this article on the 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and ease of use.