Agile CRM Review

Agile CRM
Agile CRM
Agile CRM
Dallas, TX
Deployment Model:
Free Trial:

Agile CRM At A Glance

Good: Free plan for companies with up to 10 users, gamification feature that increases sales rep engagement, quick implementation process.
Bad: Difficult to navigate interface, customer support is not always responsive.
Bottom Line: With this all-in-one tool, SMBs can manage their processes and respond to customers more efficiently.

Product Overview

Agile CRM is an all-in-one customer relationship management (CRM) software that helps Sales, Marketing and Customer Service teams automate their processes. It’s deployed in the cloud with a short implementation timeline, so businesses can start using it quickly. There’s also a mobile app where teams can access features on the go.

There are numerous benefits to Agile CRM, such as:

  • Robust features
  • Free plan for businesses with up to 10 users
  • Integration with social media, telephony, email and other third-party systems


Agile CRM has many features, but we focus on its key ones below.

Contact management – Sales reps can get a 360-degree view of each contact, and the timeline feature displays the contact activity history, including email exchanges, social updates and more. Reps can filter and segment contacts based on different criteria. They can also add, update or email multiple contacts in bulk.

Calendar – Agile CRM integrates with Google and Outlook calendars, so reps can track their meetings and other events. There’s an appointment scheduling feature that automatically sends meeting invites and adds new contacts to the CRM if a prospect books a meeting on the rep’s calendar.

Pipeline management – Sales reps can track the deal’s milestones as well as track multiple pipelines. They can also create sales workflows and set up trigger alerts. Sales managers can create sales forecasts and get insights into their team’s performance with reporting and analytics features.

Other sales features – The software integrates with VoIP software, so reps can make and receive calls from Agile CRM. Additional calling features include call recording, voicemail drop, scripts and personalized greetings. The auto dialer automatically makes calls to multiple contacts.

Reps can track their tasks with project management features, and they can also engage in friendly competition with gamification tools. Finally, there’s a new lead prospector feature that finds and tags leads from LinkedIn and other social media networks.

Marketing automation – Marketers can build multi-step campaigns with the drag-and-drop designer, including follow-up actions based on triggers. They can also implement real-time notifications for specific actions the recipient takes (e.g., clicking on a call-to-action). Marketers can personalize newsletters and landing pages using built-in templates, create social media or mobile campaigns, and add web forms and surveys to their brand’s site for capturing leads. The lead scoring feature assigns a score based on actions (e.g., downloading content), and high-quality leads are passed to the sales team. With the reporting and analytics tools, marketers can track the email performance and other campaign metrics.

Customer service – There’s a help desk system for managing tickets and requests, and those tickets can be grouped and routed to specific reps based on severity. The reps can set up a self-service portal with a frequently-asked questions bank and also manage service-level agreements with alerts if response time goes past the resolution deadline. Finally, they can see ticket priority and other important data at-a-glance with the Smart Views feature.

Target Market

Agile CRM is intended for small and medium-sized businesses in many industries. We’ve listed 10 of its clients below.

  • Career Strategies Group
  • ClicData
  • HarpBeat
  • MVP Legal Solutions
  • Indeed
  • PromptCloud
  • TerZa Factor
  • UcaDo
  • Yeah!Local


Clients can sign up for a free plan and then purchase one of the paid plans if they have more than 10 users or require advanced features.

Customer Service & Support

Agile CRM offers email and phone support, and users on the Enterprise pricing plan can reach out to their account rep. In addition, the vendor has step-by-step guides on the features and hosts a weekly training workshop.


There’s a free plan for up to 10 users that accommodates up to 1,000 contacts and includes basic sales features (e.g., lead scoring, unlimited deals/tasks/documents, appointment scheduling), basic marketing features (e.g., email campaigns, web engagement, landing page builder) and most customer service features. It also has email support, Google Sync, basic reporting features, a Chrome extension and up to 500 API calls per day.

There are three paid plans (note that they reflect biannual billing):

  • Starter – The Starter plan costs $8.99 per user, per month and includes all of the features of the free plan, plus up to 10,000 contacts, two-way email integration, marketing automation, social monitoring, up to five campaign workflows and automation rules, a customer self-service portal, integration with up to three applications, phone support, syncing with Shopify and Stripe and up to 5,000 API calls per day.
  • Regular – The Regular plan costs $29.99 per user, per month and includes all of the features of the Starter plan, plus up to 50,000 contacts, custom deal tracks, two-way telephony, mobile marketing, up to 10 campaign workflows and automation rules, integration with over 50 third-party applications and up to 10,000 API calls per day.
  • Enterprise – The Enterprise plan costs $47.99 per user, per month and includes all of the features of the Regular plan, plus unlimited contacts, post-call automation, call recording, automated voicemails, integration with SES/Sendgrid/Mandrill, unlimited campaign workflows and automation rules, a dedicated account rep, an onboarding coach, access controls and up to 25,000 API calls per day.


Some users have reported that the interface can be difficult to navigate for certain tasks (e.g., setting up integrations or marketing campaigns), and that customer support doesn’t always respond in a timely manner.


Agile CRM Screenshot 1
Agile CRM Screenshot 2
Agile CRM Screenshot 3


In 2013, Agile CRM was launched to help its founders manage their live chat software customer base. After trying out different CRMs that didn’t satisfy their requirements, the founders aim to provide SMBs a robust software. Today, Agile CRM has over 20,000 customers and 290 employees worldwide, and it has offices in Dallas, the U.K., India and Australia.

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