# Agile CRM Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Agile CRM Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Agile CRM Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/compare/135148-172091/Agile-CRM-vs-Autoklose --- # Agile CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 3, 2025 Written byBarkha Bali Barkha Bali Content Writer Barkha Bali is a writer at Capterra. She provides insights to help small and midsize businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra so... [See bio & all articles](https://www.capterra.com/resources/author/bbali/) Content Writer Edited byNiels Juist Niels Juist [See bio & all articles](https://www.capterra.com/resources/author/niels-juist/) Written by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) Content Writer Barkha Bali is a writer at Capterra. She provides insights to help small and midsize businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software advisors and buyers. Edited by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Agile CRM Agile CRM Overview: ### Key takeaways Insights from verified Capterra reviews Agile CRM helps small businesses manage customer relationships, automate marketing, and track team tasks. It’s most used by marketing, support, and engineering roles. Reviewers value its contact database and task tools, though email limits and support gaps are common. Recent updates include a landing page builder and customizable dashboards. ### Our verdict Agile CRM suits teams that want to centralize contact management and automate outreach without overspending. Its integrations and campaign tools support daily workflows, but buyers should expect setup complexity and limited email flexibility. For SMBs focused on scaling outreach and task coordination, the trade-offs may be worth it. Overall rating Based on 524 user reviews Reviews sentiment Positive 79% Neutral 12% Negative 9% Pros & cons Integrated marketing automation tools All-in-one customer management platform Frequent bugs and technical problems Unreliable and restrictive email management Starting price $8.99 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Agile CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.agilecrm.com&name=Agile CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Agile CRM 4.1 (524) VS. [4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $8.99 Per Feature Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (501) Ease Of Use 4.4 (4,352) Value For Money 4.1 (443) Value For Money 4.3 (3,488) Customer Service 4.0 (438) Customer Service 4.4 (3,496) ## Agile CRM alternatives Agile CRM may not suit teams that prioritize faster onboarding, flexible contact structures, or deeper customization across marketing workflows. Explore tools that better match your team’s interface preferences, automation depth, or budget needs. [4.4 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month [4.7 (722)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month [View all alternatives](https://www.capterra.com/p/135148/Agile-CRM/alternatives/) ## Who uses Agile CRM? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Integrated marketing automation tools 91% positive reviews out of 44 Most reviewers describe marketing automation as simplifying campaign setup, workflow customization, and improving outreach through integrations. Papabathini V HR, 201 - 500 employees. "I can easily customize the CRM to suit my specific needs and workflows, ensuring that I have the most effective tools at my disposal. Whether I need to manage my contacts, automate my sales processes, or engage with customers through marketing campaigns, Agile CRM has got me covered." Frequent bugs and technical problems 64% negative reviews out of 103 Most reviewers find bugs and issues cause unreliable features, slow performance, unresolved glitches, and workflow disruptions. D S other, 2 - 10 employees. "Unbelievable response to put garbage data into a CRM as a work around which then negates nearly all the other functionality e.g., Campaigns, Emails, Tracking, etc. " All-in-one customer management platform 95% positive reviews out of 41 Most reviewers indicate customer relationship management tools streamline client tracking, automate tasks, and enhance engagement efficiency. Unreliable and restrictive email management 55% negative reviews out of 89 Most users report email management suffers from deliverability issues, confusing setup, limited bulk sending, and poor formatting options. Comprehensive solution for small businesses 100% positive reviews out of 30 Most users comment small business features enable affordable growth, easy setup, and scalable management for startups. Sunitha H NATIONAL SCHOOL FEEDING PROGRAM FACILITATOR , 51 - 200 employees. "Agile CRM is an ideal CRM for small business owners and professionals looking for an easy-to-use tool to help manage their customer relationships." Difficult cancellation and refund process 100% negative reviews out of 20 Most users comment cancellation and refunds involve complicated procedures, delayed responses, and persistent unauthorized charges. ## Agile CRM's interface Agile CRM’s interface blends marketing and CRM functions into a single workspace, but reviews show mixed experiences. While some users find the layout intuitive and visually clean, others report friction during setup and navigation, especially when managing large backlogs or configuring email campaigns. 2+ Barkha Bali Content Writer Reviewers say Agile CRM’s tagging and reporting tools help teams prioritize tasks and monitor progress, but navigating between modules can feel awkward as workflows scale. Expect a learning curve during onboarding, especially when configuring automations or syncing integrations. Ease of Use 4.0 (501) 4.0 Based on 501 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Barkha Bali Content Writer Agile CRM’s top-rated features help teams stay organized across contact workflows and task cycles. Reviewers say the tagging, tracking, and database tools offer visibility and control, especially when managing multiple deals or coordinating across departments. Features 4.1 (494) 4.1 Based on 494 reviews The Agile CRM features below were rated the highest by our reviewers. Our commentary is based on reviewer sentiment and feedback from all published reviews. Task management 4.2 (23) 23 reviewers rated this feature Helps teams organize and prioritize daily work with tagging and milestone tracking. Reviewers say it supports sprint planning and backlog visibility, especially for engineering and project teams. Contact database 4.1 (34) 34 reviewers rated this feature Centralizes customer and prospect records with email tracking and deal history. Reviewers highlight its role in preserving communication trails and managing outreach. Contact management 3.8 (48) 48 reviewers rated this feature Supports lead tracking and segmentation with tagging and automation. Reviewers mention its value in syncing contacts across tools and maintaining visibility into deal progress. Campaign workflows 0 reviewers rated this feature Automates multi-step marketing sequences with branching logic and triggers. Teams can build workflows using visual nodes to manage outreach, follow-ups, and lead nurturing across channels. This feature supports unlimited workflows in the Enterprise plan. Post-call automation 0 reviewers rated this feature Connects telephony actions to CRM workflows by triggering follow-ups, tagging contacts, or updating deal stages after calls. This helps sales teams streamline post-call tasks and maintain accurate records without manual input. Lead scoring 0 reviewers rated this feature Ranks prospects based on engagement, behavior, and custom criteria. Sales teams use these scores to prioritize outreach and tailor messaging. Real-time alerts and automation rules help teams act quickly on high-value leads. Landing page builder 0 reviewers rated this feature Enables teams to design responsive landing pages with drag-and-drop tools. Pages can be customized for campaigns, lead capture, or product launches, and include mobile optimization and analytics tracking. Landing page builder 0 reviewers rated this feature Lets users create mobile-responsive landing pages using drag-and-drop templates. This feature supports campaign-specific designs and includes built-in analytics to track visitor behavior and conversions. Image browser in email editor 0 reviewers rated this feature Improves email campaign creation by allowing users to browse and insert images directly within the HTML editor. This update simplifies visual customization and reduces setup time. Customizable dashlets 0 reviewers rated this feature Enhances dashboard personalization by allowing admins to add, remove, and configure dashlets for multiple users. This helps teams surface relevant metrics and streamline daily workflows. All key features (232) Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness 0% of 0 reviewers... Informs of any account changes and notifications 0% of 0 reviewers... Dashboard to view the status of ongoing processes, identify current incidents and track past activities 0.00% of 2 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 0% of 0 reviewers... System alerts about the need to escalate an issue or request 0.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 33.33% of 6 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 0% of 0 reviewers... Set-up notifications and alerts for mobile apps. 0% of 0 reviewers... Schedule appointments via a calendar 0% of 0 reviewers... Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes 0% of 0 reviewers... Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention 0% of 0 reviewers... System that automatically dials calls 0% of 0 reviewers... Establish rules for automatic propagation of social media posts across one or more channels 100.00% of 1 reviewers that rated this feature as important or highly important Tickets are automatically assigned to specific agents based on predefined rules 0% of 0 reviewers... Distribute/route/connect calls 100.00% of 1 reviewers that rated this feature as important or highly important Dials outbound calls automatically 0% of 0 reviewers... Create and automatically send premade copy in response to customer messages 0% of 0 reviewers... Track visitors'/audience's responses across web pages and other optimized content 0% of 0 reviewers... Create, manage, and send invoices or bills to customers 50.00% of 4 reviewers that rated this feature as important or highly important A call center that both makes and receives calls 0% of 0 reviewers... Track and manage schedules and meetings via an integrated calendar 0% of 0 reviewers... Synchronize with other calendars to view mutual availability and schedules 0.00% of 3 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks 75.00% of 4 reviewers that rated this feature as important or highly important Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. 60.00% of 5 reviewers that rated this feature as important or highly important Track and report on call outcomes 0% of 0 reviewers... Collects essential call data such as call origin, call destination, call length, and other transaction details 75.00% of 4 reviewers that rated this feature as important or highly important Listen to live phone conversations for the purpose of training and assessing agent performance 66.67% of 3 reviewers that rated this feature as important or highly important Record the audio of phone conversations for quality assurance purposes 75.00% of 4 reviewers that rated this feature as important or highly important Sends voice calls to a specific queue based on predetermined criteria 100.00% of 1 reviewers that rated this feature as important or highly important Schedule date and time for callbacks/follow-up calls or reminders 0% of 0 reviewers... Provide agents with a typical response for common call subject matter 0% of 0 reviewers... Measure campaign influence through collection of keyword tracking and revenue sources 0% of 0 reviewers... Identify the number and contact information of a caller before answering the phone 100.00% of 1 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 0% of 0 reviewers... Plan and strategize marketing campaigns 0% of 0 reviewers... Set campaign schedules by selecting start, pause, and end dates 12.50% of 8 reviewers that rated this feature as important or highly important Create email signatures specific to a campaign 0% of 0 reviewers... Automates multi-step marketing sequences with branching logic and triggers. Teams can build workflows using visual nodes to manage outreach, follow-ups, and lead nurturing across channels. This feature supports unlimited workflows in the Enterprise plan. 0 reviewers rated this feature Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act 28.57% of 7 reviewers that rated this feature as important or highly important Create and manage digital catalog of products/services with their details, specifications, and price 0% of 0 reviewers... Manage various distribution channels, build relations with channel partners, and track their performance 0% of 0 reviewers... Track the amount of clicks on individual products to measure campaign results 0.00% of 2 reviewers that rated this feature as important or highly important Manage contact details and communication with clients 0% of 0 reviewers... Private online space that lets businesses securely share documents and provide information access to clients 0.00% of 1 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together 33.33% of 9 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat 0% of 0 reviewers... Evaluating strengths and weaknesses of companies with the same target audience 0% of 0 reviewers... Computer-telephony integration is the use of computers to manage telephone calls 0% of 0 reviewers... Centralized database of stakeholders and their contact information such as names, address, phone number etc. 41.18% of 34 reviewers that rated this feature as important or highly important Centralizes customer and prospect records with email tracking and deal history. Reviewers highlight its role in preserving communication trails and managing outreach. 34 reviewers rated this feature Supports lead tracking and segmentation with tagging and automation. Reviewers mention its value in syncing contacts across tools and maintaining visibility into deal progress. 48 reviewers rated this feature Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving 100.00% of 1 reviewers that rated this feature as important or highly important Track, store, and access client contracts or licenses 0% of 0 reviewers... Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads 0% of 0 reviewers... Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 25.00% of 8 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. 33.33% of 3 reviewers that rated this feature as important or highly important Visualize and analyze customer experience across all touchpoints and channels 0% of 0 reviewers... Store and organize information about customers and previous interactions 0% of 0 reviewers... Process of dividing customers into groups based on common characteristics 0.00% of 1 reviewers that rated this feature as important or highly important Tool to send questionnaires to customers to gauge feedback 0% of 0 reviewers... Add customized logos and colors to align with company branding 0.00% of 2 reviewers that rated this feature as important or highly important Enhances dashboard personalization by allowing admins to add, remove, and configure dashlets for multiple users. This helps teams surface relevant metrics and streamline daily workflows. 0 reviewers rated this feature Customize data fields to support various needs and use cases 20.00% of 5 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information 0% of 0 reviewers... Alter the layout and content of reports 0% of 0 reviewers... Pre-designed layouts that can be customized to match preferences and requirements 33.33% of 6 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics 0% of 0 reviewers... Import and export data to and from software applications 80.00% of 5 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location 66.67% of 3 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 0.00% of 1 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components 0% of 0 reviewers... Send automated marketing emails based on user actions over a predetermined period 0% of 0 reviewers... Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience 0% of 0 reviewers... Receive and/or send email notifications for urgent updates, requests, or other information 0% of 0 reviewers... Plan, execute, and analyze email marketing campaigns 40.00% of 20 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps 50.00% of 8 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns 57.14% of 7 reviewers that rated this feature as important or highly important Ability to oversee and optimize the operations of a mail server 0% of 0 reviewers... Pre-made examples and templates for emails 0% of 0 reviewers... Track delivered, received, and opened emails 0% of 0 reviewers... Tracks metrics that provide insight into how a user interacts with any interface or product 28.57% of 7 reviewers that rated this feature as important or highly important Predefined actions automatically performed on the occurance of specific events 0.00% of 3 reviewers that rated this feature as important or highly important Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service 0% of 0 reviewers... Manage or track sales completed by field teams/employees 0% of 0 reviewers... Public or private sharing of digital files such as documents, audio/video, images, and more 50.00% of 2 reviewers that rated this feature as important or highly important Operate/access software on iPad Devices 0% of 0 reviewers... Operate/access software on Mac Devices 0% of 0 reviewers... Caters to sales teams 0% of 0 reviewers... Designed for small businesses 0% of 0 reviewers... Primarily serving startup companies 100.00% of 1 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends 0% of 0 reviewers... Games or game-like elements to track progress and reward accomplishments 0% of 0 reviewers... Geographic location of visitors determines behavior of the software 0% of 0 reviewers... Establish measurable goals and objectives and track their progress over a specific period of time 0% of 0 reviewers... Managing service requests, incidents, IT issues & support with a ticketing system 0.00% of 1 reviewers that rated this feature as important or highly important Improves email campaign creation by allowing users to browse and insert images directly within the HTML editor. This update simplifies visual customization and reduces setup time. 0 reviewers rated this feature Store and manage images 100.00% of 1 reviewers that rated this feature as important or highly important A call center that primarily receives calls, typically customer service focused 0% of 0 reviewers... Organize, prioritize, and manage incoming communications 0% of 0 reviewers... Identify and track activity, including generated revenue, of prominent social media personalities that have sway over public opinion 0% of 0 reviewers... Track interaction history by documenting conversations for contacts 50.00% of 16 reviewers that rated this feature as important or highly important Incorporation of a chat or messaging system within an organization's internal communication infrastructure 0% of 0 reviewers... Identify and respond to unexpected problems or failures (ie. "negative events") 0% of 0 reviewers... Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response 0% of 0 reviewers... Monitor and collect information from social media based on specific keywords 0% of 0 reviewers... Track and monitor a specific set of keywords 0% of 0 reviewers... Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support 16.67% of 6 reviewers that rated this feature as important or highly important Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills 0% of 0 reviewers... Enables teams to design responsive landing pages with drag-and-drop tools. Pages can be customized for campaigns, lead capture, or product launches, and include mobile optimization and analytics tracking. 0 reviewers rated this feature Create landing pages or online forms designed to capture new leads and prospects 0.00% of 2 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers 22.22% of 18 reviewers that rated this feature as important or highly important Route and distribute your leads to third party buyers 0% of 0 reviewers... Manage the process of attracting and converting business prospects into leads 50.00% of 4 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process 42.86% of 35 reviewers that rated this feature as important or highly important Engage with a lead throughout the sales process by actively providing information 0% of 0 reviewers... Score a lead on their quality or likelihood to buy based on certain behaviors 33.33% of 3 reviewers that rated this feature as important or highly important Ranks prospects based on engagement, behavior, and custom criteria. Sales teams use these scores to prioritize outreach and tailor messaging. Real-time alerts and automation rules help teams act quickly on high-value leads. 0 reviewers rated this feature Divide leads into buckets based on predefined criteria and routing rules 0% of 0 reviewers... Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc. 0% of 0 reviewers... Boards that use custom metrics to show how leading performers compare to other individuals/teams 0% of 0 reviewers... Manage contacts across multiple mailing lists 20.00% of 10 reviewers that rated this feature as important or highly important Ability to chat online in real time 0% of 0 reviewers... Identify the physical location of an individual, asset, device, etc. 0% of 0 reviewers... Templated responses for responding quickly to recurring support requests 0% of 0 reviewers... Agents choose who to call and when 0% of 0 reviewers... Automate workflows and trigger campaigns based on customer actions 22.22% of 9 reviewers that rated this feature as important or highly important Send messages to multiple subscribers at the same time 66.67% of 3 reviewers that rated this feature as important or highly important Monitor task progress and planned accomplishments to better manage project status 0% of 0 reviewers... Access software remotely via mobile devices 33.33% of 3 reviewers that rated this feature as important or highly important Notifications via mobile devices 0% of 0 reviewers... Access the system via a mobile application 0% of 0 reviewers... Electronic coupons delivered to a mobile device that can be exchanged for a discount 0% of 0 reviewers... Optimize content to ensure it is easily accessible for mobile users 11.11% of 9 reviewers that rated this feature as important or highly important Observe and track the demand, usage, progress or quality of a system, product, or user 0% of 0 reviewers... Manage and post content across multiple social media accounts and platforms simultaneously 100.00% of 1 reviewers that rated this feature as important or highly important Manage multiple campaigns in one system 0% of 0 reviewers... Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. 0% of 0 reviewers... Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels 0% of 0 reviewers... Coordinate marketing efforts across channels (email, landing pages, social media, etc.) 0.00% of 1 reviewers that rated this feature as important or highly important Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service 0% of 0 reviewers... Schedule when notifications are sent 0% of 0 reviewers... Track all opportunities for potential sales and convert them into recurring revenue 0% of 0 reviewers... A call center that primarily makes calls, typically sales focused 0% of 0 reviewers... Level of completion within a task 0% of 0 reviewers... A set of indicators that tracks the performance of networks, applications, systems, teams, etc. 0% of 0 reviewers... Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 50.00% of 4 reviewers that rated this feature as important or highly important Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk 0% of 0 reviewers... Schedules specific times for content to appear on social media platforms, blogs, websites etc. 25.00% of 4 reviewers that rated this feature as important or highly important Connects telephony actions to CRM workflows by triggering follow-ups, tagging contacts, or updating deal stages after calls. This helps sales teams streamline post-call tasks and maintain accurate records without manual input. 0 reviewers rated this feature System automatically dials the next number on the contact list after the previous call ends 0% of 0 reviewers... System calls multiple numbers at once and connects the agent to the first number that answers 0% of 0 reviewers... System provides callee information to agent prior to the call to help determine whether or not to make the call 0% of 0 reviewers... Present a catalog of inventory that customers can view 0% of 0 reviewers... Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls 0% of 0 reviewers... Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints 46.15% of 13 reviewers that rated this feature as important or highly important Monitor the progress of projects from start to finish 50.00% of 2 reviewers that rated this feature as important or highly important Create proposals based on costs of labor and materials 0% of 0 reviewers... Tools designed to streamline the process of lead generation and management for sales teams 0.00% of 1 reviewers that rated this feature as important or highly important Monitor wait time and abandonment for incoming requests that have not been routed 0% of 0 reviewers... Generate quotes or estimates for customers 0.00% of 1 reviewers that rated this feature as important or highly important Analyze and gain insights into data in real-time 0% of 0 reviewers... Engage in direct, instant messaging with customers, users, etc. 0% of 0 reviewers... Active monitoring of systems, applications, or networks 0% of 0 reviewers... Notifications that are delivered to users as soon as an event occurs 100.00% of 2 reviewers that rated this feature as important or highly important Set the frequency of a task's occurrence 0% of 0 reviewers... Log and store the source of contacts/leads 0% of 0 reviewers... Timed notification for any upcoming task, deadline, appointment, or activity 0% of 0 reviewers... Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 0.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data 35.29% of 17 reviewers that rated this feature as important or highly important Track task progress, milestones, delays, or other key information and generate reports on them for evaluation 62.50% of 8 reviewers that rated this feature as important or highly important Process of planning, scheduling and executing the optimal and effective use of human capital across projects 0% of 0 reviewers... Planning and managing of resources and procedures to mitigate the impact of events and incidents 0% of 0 reviewers... Monitor sales and make necessary adjustment in order to increase demand and revenue 0% of 0 reviewers... Monitor conversion rates and analyze effectiveness and profitability of marketing efforts 0.00% of 2 reviewers that rated this feature as important or highly important Plan daily routes to optimize employee scheduling and provide directions 0% of 0 reviewers... Define, track, and/or automate sales activities and sales processes 100.00% of 1 reviewers that rated this feature as important or highly important Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. 0% of 0 reviewers... Pipeline view and tracking lead status 28.57% of 28 reviewers that rated this feature as important or highly important Reports specific to sales analysis for trends and strategies 0% of 0 reviewers... Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 0.00% of 1 reviewers that rated this feature as important or highly important Send individual or bulk text messages at predetermined times 200.00% of 1 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources 0% of 0 reviewers... Search and filter data across systems to locate required information by entering keywords or certain criteria 100.00% of 1 reviewers that rated this feature as important or highly important Group leads or contacts based on their specific characteristics 66.67% of 3 reviewers that rated this feature as important or highly important Online portal through which end users can access the system, manage tasks, or obtain information 0% of 0 reviewers... Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral 0% of 0 reviewers... Set and monitor service level agreements to ensure timely response and resolution 0% of 0 reviewers... An email inbox that can be accessed and managed by multiple individuals 0% of 0 reviewers... Create and design custom email signatures 0% of 0 reviewers... Add and maintain centralized email signature(s) across an organization 0% of 0 reviewers... Premade templates and examples for email signatures 0% of 0 reviewers... Send promotional campaigns or transactional messages via text messages 0% of 0 reviewers... Set-up SMS-based notifications and alerts for mobile devices. 0% of 0 reviewers... Monitor social media sites for specific keywords 0% of 0 reviewers... Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. 50.00% of 2 reviewers that rated this feature as important or highly important Track activity on sites such as Facebook, Twitter, Instagram, etc. 0% of 0 reviewers... Filters used to determine different types of malware threats 0.00% of 5 reviewers that rated this feature as important or highly important Split and manage tasks into individual components 0% of 0 reviewers... Add or remove subscribers from mailing lists 0% of 0 reviewers... Allow customers/users to submit support queries and service requests 71.43% of 7 reviewers that rated this feature as important or highly important Track the status of support tickets/escalations as they move through the service queue 0% of 0 reviewers... Create and administer polls and surveys 0% of 0 reviewers... Gauge satisfaction and receive information for improvement and success 0% of 0 reviewers... Attach digital tags to documents and assets for identification, search, or monitoring purposes 0% of 0 reviewers... Edit task information and all related elements 25.00% of 8 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression 41.67% of 24 reviewers that rated this feature as important or highly important Helps teams organize and prioritize daily work with tagging and milestone tracking. Reviewers say it supports sprint planning and backlog visibility, especially for engineering and project teams. 23 reviewers rated this feature Track the status and progress of tasks 66.67% of 9 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks 58.33% of 12 reviewers that rated this feature as important or highly important Add labels or tags to tasks 0% of 0 reviewers... Organizing a group of people to accomplish a task 0% of 0 reviewers... Create, save, and re-purpose templates for emails, forms, etc. 0.00% of 1 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is 0% of 0 reviewers... Organize customer data and accounts by user or geography 0% of 0 reviewers... Set up connections to third-party platforms to improve business processes 0.00% of 1 reviewers that rated this feature as important or highly important Track, manage, or resolve user requests and IT incidents/issues 42.86% of 7 reviewers that rated this feature as important or highly important Log and record hours worked and costs spent to assist in billing and invoicing 100.00% of 1 reviewers that rated this feature as important or highly important Track the amount of time users spend on websites 0% of 0 reviewers... Measure and track time including hours worked and paid time off (PTO) 0% of 0 reviewers... Track and interpret metrics on the usage of company resources 0% of 0 reviewers... Monitor user activity through engagement methods 0% of 0 reviewers... Computer-based system that allows users to send and receive voice messages 0% of 0 reviewers... Web form that allows users to enter data that is sent and processed for different reasons 0% of 0 reviewers... Set-up notifications and alerts for web browsers and apps. 0% of 0 reviewers... SaaS, web-based, online deployment 0% of 0 reviewers... Track and analyze information regarding website visitors 0% of 0 reviewers... Seamlessly integrates with 3rd party websites 0% of 0 reviewers... Control system access and/or deliverability for applications and email addresses 0% of 0 reviewers... An extended application or connector that enables users to perform additional services with their current set of tools 0% of 0 reviewers... Analyze lost and won opportunities 0% of 0 reviewers... Create, design and manage workflows for repetitive tasks 50.00% of 4 reviewers that rated this feature as important or highly important What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface 0.00% of 1 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Barkha Bali Content Writer Agile CRM’s top-rated features help teams stay organized across contact workflows and task cycles. Reviewers say the tagging, tracking, and database tools offer visibility and control, especially when managing multiple deals or coordinating across departments. Features 4.1 (494) 4.1 Based on 494 reviews ## Pricing Value for money 4.1 (443) Agile CRM’s Starter plan begins at $8.99 per user, per month, which is well below the average SMB budget of $74. Higher tiers—Regular at $29.99 and Enterprise at $47.99—scale with added automation and integrations. A free plan is available for up to 10 users. Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/135148/Agile-CRM/pricing/) Free $0.00 It includes: - 1000 Contacts and Companies - Appointment Scheduling - Contact Level Analytics - Custom Data Fields - Custom Deal Milestones - Documents - Email Templates Builder - Email Tracking - Form Builder - Landing Page Builder - Lead Scoring - Tasks - Unlimited Deals - Web Engagement Starter $8.99 Per Feature, It includes: - 10000 Contacts and Companies - 2-Way Email Integration - Activities - Appointment Scheduling - Canned Responses - Custom Data Fields - Custom Deal Milestones - Documents - Email Tracking - Groups - Labels - Lead Scoring - Reports - Tasks - Unlimited Deals - Views Regular $29.99 Per Feature, It includes: - 2-Way Email Integration - 2-Way Telephony - 50000 Contacts and Companies - Appointment Scheduling - Custom Data Fields - Custom Deal Milestones - Documents - Email Tracking - Lead Scoring - Mobile Marketing - Social Monitoring - Tasks - Unlimited Deals Enterprise $47.99 Per Feature, It includes: - 2-Way Email Integration - 2-Way Telephony - Access Controls (Acls) - Appointment Scheduling - Automated Voicemails - Basic - Call Recording - Chrome Extension - Custom Data Fields - Custom Deal Milestones - Custom Deal Tracks - Documents - Email and Team Reports - Email Tracking - Google/Shopify/Stripe Sync - Lead Scoring - Post Call Automation - SES/Mandrill/Sendgrid Integration - Tasks - Unlimited Contacts and Companies - Unlimited Deals Value for money 4.1 (443) 4.1 Based on 443 reviews ## Integrations Agile CRM integrates with marketing, communication, and productivity tools. Native and third-party connections support email campaigns, website tracking, customer support, and automation—helping teams streamline workflows across platforms. Popular integrations [ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Meta for Business](https://www.capterra.com/p/213257/Facebook/) Barkha Bali Content Writer Connecting Agile CRM with tools for email, chat, and website management helps your sales lead reduce manual updates, unify contact records, and automate outreach across multiple platforms without switching between systems. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (438) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (438) 4.0 Based on 438 reviews ## User reviews Overall rating 4.1 Based on 524 reviews Filter by rating 5(248) 4(164) 3(63) 2(21) 1(28) Mentioned topic Sorted by most recent FK Farman K. Software Developer Information Technology and Services ### "All‑in‑one CRM with built‑in task and team tools." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 November 27, 2025 Well-configured, Agile CRM centralizes leads, tasks, and collaboration to make sure developers, sales, and support are on the same page regarding client history and next steps to avoid dropped follow-ups and miscommunication. This unified view helps teams move faster on opportunities and maintain better relationships without juggling multiple separate tools. Pros Agile CRM combines contact management, lead tracking, and task management, making it easy to tie follow‑ups and activities directly to deals and contacts for a dev-focused company like SoftWeb PK. The value for money is attractive, too, with a free tier for small teams and comparatively low entry pricing on paid plans that add automation and more advanced features.​ Cons Many users mention glitches, slowdowns, and other issues with automations or integrations from time to time, which get irritating when relying on the platform for everyday sales and support. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MS Muadzam S. Area Manager Restaurants ### "All-in-one CRM and team collaboration for restaurant strategy teams." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 November 19, 2025 Agile CRM helped our team organize team tasks and maximize lead tracking, so our strategic initiatives are running much smoother. Real-time collaboration and automated workflows boost productivity and make managing multiple locations much easier. Pros It provides solid security and lets our team manage leads, tasks, and collaboration from one easy platform. The value for money is strong because its integrated tools streamline operations and make tracking progress easy, thus ensuring alignment across every location. Cons Advanced questions see customer support that's a bit slow, and it does take some effort to fully customize task tracking for restaurant operations. New team members require some ramp-up time, especially with the lead management features. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Marko S. Administrator Information Technology and Services ### "Comprehensive and professional CRM! Welcome to Agile! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 6, 2025 We had an amazing experience, for the past 4 years, we managed to keep track.and keep organised and more importantly focused.on what really matters: segmented and logical information. All thanks to Agile and its features. Pros Probably one of the best affordable CRM solutions. Agile CRM is 100% secure, as everything is feature rich and well packed. We had our small teams collaborating effectively and the costs were reduced. The points that Agile CRM recahes are untouchable: retrospectives for example. Unique and absolutely CRM that we will use a a paid version - yes, it is that great. Customer support is amazing amd we had queries sorted in less than 24hrs. All tasks sorted and we actually made profit using it, unparalleled task management being the top feature. Cons Not many aspects, beside a relatively steep learning curve (for non tech people) but the knowledge bade is comprehensive and customer support really useful. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Caleb T. Mechanical Engineer Design ### "Useful program with some flaws" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 September 17, 2025 Overall, I am happy with my experience, and it is a useful program. I use it every day, and once you get the hang of the workflow, it is pretty helpful. Pros I liked the ability to have revision control and the ability to have multiple people working on a large assembly at one time, which updates. It does a great job keeping a history of all the tasks and allowing you to go back to an older design. Cons It is not a very intuitive program, and it is pretty clunky to use. Once you learn the tricks, it gets better, but there are still a few things that don't make sense. For example, I feel like the ability to check a part in and out without it being on a DFCT seems very strange to me. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MB Mark B. Owner Insurance ### "Agile 360 a good choice for CRM." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 September 11, 2025 This CRM offers so many options it can feel a bit overwhelming to use but their customer support were also very helpful. Pros Agile CRM offers Security keeping my client information safe, it offers a good Value for Money, good Customer Support with focused Task Management lets my Team Collaboration work very well. Great Lead Management was also very good. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AA Alfiya ashfaque M. Software Engineer - QA Computer & Network Security ### "Year long experience in Agile CRM - an engineer’s perspective" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 January 28, 2025 I have used this for a year and a half and it is pretty good platform to use if you are a sales guy. Since I belong to the engineering team, mostly we use it for collaboration amongst team members for our daily tasks and discuss progress. It comes with a provision to monitor backlog tasks and prioritise them accordingly. We use its tagging feature to analyse the higher priority items and pick them in future sprints. Overall a good tool Pros I like the analytical reporting feature of Agile CRM. It helps me monitor time spent on tasks, milestones achieved. This is very helpful in sprint planning and demonstrating progress to stakeholders. It is a useful tool for collaboration in an agile setting. It also comes with integration with other tools we use like Jira and Github, so automatically updates made here are synced with other integrated tools. This is very helpful and saves time Cons The UI of agile crm has scope of improvement. Sometimes it becomes slow due to larger backlogs, hence collaboration is difficult. The costing is slightly higher based on features offered. The learning time is relatively higher for a newbie Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AB Antonia B. Engineer Civil Engineering ### "Good solution for small businesses" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 October 20, 2024 In my opinion, it is a good solution for small businesses. Pros It is all in one. Integrated sales, and services functions Cons Some limitations in customization. Its take some time to figure out it. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AC Ana C. Coordinación Civic & Social Organization ### "Cumple expectativas" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 June 17, 2024 Pros Unifica muchas funcionalidades en un único programa. Cons A pesar de que es intuitivo hay que acostumbrarse a su uso y para algunos miembros del equipo fue costoso. El servicio técnico de atención es mejorable Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LA lisa a. recruitment manager Staffing and Recruiting ### "excellent product " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 3, 2024 Pros its really straight forward and very user friendly and allows me to keep on top of all my campaigns Cons none this is an excellent product that i would definitely recommend Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CM Carla M. IT Manager Hospital & Health Care ### "Agile CRM Makes Work Easier for Us" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 1, 2024 Pros Agile CRM has been a reliable solution for customer relationship management. I like the effectiveness of Agile CRM. Cons Agile CRM is flawless. No issues when using Agile CRM. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/135148/Agile-CRM/reviews/) ## FAQs Yes. Agile CRM offers a Free plan for up to 10 users. This includes basic contact management, email campaigns, and customer service tools. Advanced features like automation and integrations are only available in paid plans. Yes. Agile CRM supports integrations with email, marketing, and productivity tools. These include both native and third-party connectors, allowing users to sync data across platforms and automate workflows. Agile CRM provides support via email, live chat, and phone. Users also have access to a knowledge base, setup guides, and weekly training workshops. Support availability varies by plan. Yes. Agile CRM is designed for small and midsize businesses. Its pricing, feature set, and automation tools cater to teams looking to manage contacts, run campaigns, and streamline customer interactions. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Agile CRM’s own online content in September 2025, including the product's website and its social media channels. ## Related reading ### [5 Key Customer Service Software Features With Top Products That Offer Them](https://www.capterra.com/resources/key-customer-service-software-features/) Published June 18, 2024 by [Preksha Buttan](https://www.capterra.com/resources/author/pbuttan/) ### [Retail Strategist Reveals How Technology Can Deliver Personalized And Frictionless Experiences](https://www.capterra.com/resources/retail-technology-to-enhance-customer-experience/) Published February 7, 2024 by [Liza Amlani](https://www.capterra.com/resources/author/liza-amlani/) and [Capterra](https://www.capterra.com/resources/author/capterra/) ### [Are You Sabotaging Your Online Sales? A Customer Experience Pro's Do's and Don'ts](https://www.capterra.com/resources/customer-experience-strategy/) Published June 24, 2024 by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) and [Blake Morgan](https://www.capterra.com/resources/author/blake-morgan-guest-contributor/) Popular comparisons [HubSpot CRM vs Agile CRM](https://www.capterra.com/compare/135148-152373/Agile-CRM-vs-HubSpot-CRM)[Salesforce Sales Cloud vs Agile CRM](https://www.capterra.com/compare/61368-135148/Salesforce-vs-Agile-CRM)[Zoho CRM vs Agile CRM](https://www.capterra.com/compare/135148-155928/Agile-CRM-vs-Zoho-CRM)[Dynamics 365 vs Agile CRM](https://www.capterra.com/compare/135148-157279/Agile-CRM-vs-Dynamics-365)[Bigin by Zoho CRM vs Agile CRM](https://www.capterra.com/compare/135148-204998/Agile-CRM-vs-Bigin-by-Zoho-CRM)[EngageBay CRM vs Agile CRM](https://www.capterra.com/compare/135148-178819/Agile-CRM-vs-EngageBay-Marketing)[Kylas Sales CRM vs Agile CRM](https://www.capterra.com/compare/135148-210630/Agile-CRM-vs-Kylas)[Odoo vs Agile CRM](https://www.capterra.com/compare/135148-135618/Agile-CRM-vs-Odoo)[eWay-CRM vs Agile CRM](https://www.capterra.com/compare/135148-152769/Agile-CRM-vs-eWay-CRM)[Pipedrive vs Agile CRM](https://www.capterra.com/compare/132666-135148/Pipedrive-vs-Agile-CRM) [Bitrix24 vs Agile CRM](https://www.capterra.com/compare/113540-135148/Bitrix24-vs-Agile-CRM)[ActiveCampaign vs Agile CRM](https://www.capterra.com/compare/79367-135148/ActiveCampaign-vs-Agile-CRM)[Nutshell vs Agile CRM](https://www.capterra.com/compare/135148-144340/Agile-CRM-vs-Nutshell)[Brevo vs Agile CRM](https://www.capterra.com/compare/132996-135148/brevo-vs-Agile-CRM)[Mailchimp vs Agile CRM](https://www.capterra.com/compare/110228-135148/MailChimp-vs-Agile-CRM)[OpenCRM vs Agile CRM](https://www.capterra.com/compare/129881-135148/OpenCRM-vs-Agile-CRM)[Insightly vs Agile CRM](https://www.capterra.com/compare/130671-135148/Insightly-vs-Agile-CRM)[Act! vs Agile CRM](https://www.capterra.com/compare/135148-175860/Agile-CRM-vs-Act)[Claritysoft CRM vs Agile CRM](https://www.capterra.com/compare/123868-135148/Claritysoft-CRM-vs-Agile-CRM)[monday CRM vs Agile CRM](https://www.capterra.com/compare/135148-245800/Agile-CRM-vs-Monday-CRM)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)