# Compare Smartsheet vs Agile CRM 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Smartsheet and Agile CRM based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/79104-135148/Smartsheet-vs-Agile-CRM

---

# Smartsheet vs Agile CRM Features and Cost Comparison

Last updated June 15th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

SmartsheetAgile CRM2/4 selected

[Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)[4.5 (3,526)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.1 (524)](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

[## Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)[4.5 (3,526)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting Price

$12.00/month

Value-for-Money

4.4

Functionality

4.3

Ease of Use

4.3

Customer Service

4.3

Reviews Sentiment

Based on [3,526 reviews](#user-reviews)

Positive

3,251

Neutral

226

Negative

49

[## Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.1 (524)](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

Starting Price

$8.99

Value-for-Money

4.1

Functionality

4.1

Ease of Use

4

Customer Service

4

Reviews Sentiment

Based on [524 reviews](#user-reviews)

Positive

413

Neutral

62

Negative

49

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## Summary

* * *

Key features rated by users

Features selected based on 37,359 reviews from project management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

82%Fit

High performer

Feature ratings

Task Management

4.5

Multiple Projects

4.5

Project Planning/Scheduling

4.6

Commenting/Notes

4.6

Workflow Management

4.5

60%Fit

Missing features

Feature ratings

Task Management

4.2

Multiple Projects

NA

Project Planning/Scheduling

4.3

Commenting/Notes

NA

Workflow Management

4.3

User satisfaction

User satisfaction

4.5

User reviews[3,526](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Ease of use

4.3

Functionality

4.3

Value for money

4.4

Customer support

4.3

User satisfaction

4.1

User reviews[524](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

Ease of use

4.0

Functionality

4.1

Value for money

4.1

Customer support

4.0

Price starts from

Price starts from

$12Per User, Per Month

-   Free version
-   Free trial

Price starts from

$8.99Per Feature, Not provided by vendor

-   Free version
-   Free trial

Best for

Best for

Marketing, creative operations, IT portfolio management, higher education, construction, healthcare and life sciences, government, financial services, and technology organizations.

Best for

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

## User reviews

Pros & cons

MB

Matt B.

Group Technology Director

> "Smartsheet supports a wide range of use cases, from workflow automation and reporting to governance, compliance, project management, and client-facing..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7162550)

LW

Laura W.

Marketing Coordinator

> "It has a steep learning curve which can be frustrating to the new hires during the onboarding process and the mobile app has a habit of freezing when we..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7085089)

CH

Carnell H.

Owner

> "It allows you to roll out standardized project templates at scale. If you need to change a process across 100 active projects, you can do it once in the..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7085487)

NR

Nikole R.

Permit Technician

> "The biggest downside of Smartsheet is that it can feel complex and not very intuitive, especially when building advanced workflows or dashboards."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143057)

Daniel R.

COO

> "I used it for project tracking, surveys, dashboards, and automations, and it gave me a flexible way to organize a lot of different work in one place."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7172769)

AR

Anitha R.

Senior Technical Specialist

> "At times, certain alerts can get mixed in with other notifications, which can reduce visibility on the genuinely urgent matters."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7092889)

SP

Sandy P.

Virtual ASsistant

> "I like that Smartsheet supports different ways of managing work, including task tracking, automated alerts, shared sheets, dashboards, and project..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7153636)

MT

Michael T.

Assistant Director of Academic Support and Accessibility Services

> "The customization of dashboard takes a lot of time and permission management gets messy when handling large organization."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7165142)

VR

Verified Reviewer

Advocate

> "Features like automatic requests, updates, alerts, and moving information between sheets help cut down on a lot of manual administrative work and save..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7147738)

VR

Verified Reviewer

PRESIDENT

> "not as functional as excel, lacks advanced formulas, flexibility, and complex data analysis capabilities"

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7153602)

Daniel R.

COO

> "It gave me one place to organize a lot of moving pieces, keep people updated, and make the information easy to understand without having to build a..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7172769)

Daniel R.

COO

> "My main concerns were the cost and a few limitations that could make copying or reusing projects more cumbersome than expected."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7172769)

AR

Anitha R.

Senior Technical Specialist

> "You can create sheets to track projects, approvals, internal requests or operational calendars, and everything remains clear and easy to follow."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7092889)

MG

Madison G.

Software Engineer

> "The interface is not very modern and building more advanced or complex sheets and reports takes some time."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7170045)

VR

Verified Reviewer

Advocate

> "I really like the easy-to-use spreadsheet style setup, along with tools like Gantt charts and Kanban boards that help keep projects organized and on..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7147738)

SS

Sarah S.

Land Acquisition Admin

> "We need to manually sort them or right-click and reset the sorting filters each time. While automated sorting has the potential to cause issues while..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6842737)

Basel E.

IT Operations Specialist

> "Smartsheet is very strong for organizing projects, tracking tasks, and keeping teams aligned without needing a complicated project management system."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525)

KS

Keith S.

Co-Founder and Chief Executive Officer

> "When I’m working on a bunch of stuff at once and they’re all quite busy, if I don’t tidy up after myself my sheets start to feel cluttered."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7100400)

SK

Sheniga K.

Compensation consultant

> "The ability to create dashboards and automate workflows helps improve visibility and reduces manual follow‑ups."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7153891)

DA

Daniel A.

IT Project Manager

> "We had a level 3 developer work with us to resolve the issues, but new ones keep popping up with no end user/admin intervention."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7075494)

SL

Sai L.

Assistantship

> "It serves as a centralized source of truth that successfully streamlines project tracking, resource management, and data collection."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7166532)

DC

Daniel C.

Benefits and Compliance Manager

> "I also thought some of the platform support offerings/services were leaning too much into AI as currently formated."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7165042)

NR

Nikole R.

Permit Technician

> "It’s highly flexible and great for organizing complex processes, tracking tasks, and building reporting dashboards."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143057)

TS

Todd S.

VP of Sales and Marketing

> "It can be a bit confusing initially to try and figure out how to access the various locations where the documents can be stored, which is dependent upon..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6853114)

VR

Verified Reviewer

Small Business owner

> "It makes it simple to plan, track, and collaborate on work in real time, while also offering strong automation and integration options."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7149330)

Basel E.

IT Operations Specialist

> "The interface can feel a bit overwhelming at first, especially for users who are not used to project management tools."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525)

HR

Haley R.

registrar

> "I love how you can customize your sheets to fit different projects, and the automation features have saved us a ton of time."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7124713)

NB

Nicholas B.

Owner

> "Costly and Restrictive Pricing: Smartsheet does not offer a free plan (only a 30-day trial)."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143502)

NR

Nikole R.

Permit Technician

> "It’s great for automating processes, tracking projects, and keeping teams aligned in one platform."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143057)

JB

Jennifer B.

Operations Coordinator

> "Sometimes updates come in an untimely manner; especially not useful when working with live inventory"

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7108341)

Basel E.

IT Operations Specialist

> "It is a reliable platform for project collaboration, task tracking, approvals, and process management."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525)

MB

Mark B.

VP of Sales and Estimating

> "It can feel less intuitive for team members who aren’t comfortable with structured planning tools ."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7081747)

SK

Sheniga K.

Compensation consultant

> "It is particularly useful for tracking tasks, timelines, and ownership in a clear and visible format."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7153891)

Roger A.

Owner

> "Some bugs and issues can appear with complex sheets."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7082814)

HR

Haley R.

registrar

> "I can set up workflows, track projects, and collaborate with my team without getting overwhelmed by complex tools."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7124713)

SE

Stephanie E.

Talent Attraction Specialist

> "Text formatting and navigating the Smartsheet for tasks can be time-consuming if not experienced with it."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7068619)

Basel E.

IT Operations Specialist

> "The biggest value comes when it is set up properly with clear ownership, standardized templates, and automation rules."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525)

DA

Daniel A.

IT Project Manager

> "The new licensing model greatly reduces the value of the product."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7075494)

VR

Verified Reviewer

Assistant Trainee

> "It makes tracking tasks, deadlines and projects easy and everything stays clear and well-managed in one place."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7125565)

TA

Tim A.

Strategic Operations Director

> "Sometimes, people on a team can’t get to sheets I thought they had, or receive edit access when they should not."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6855849)

Basel E.

IT Operations Specialist

> "For teams that need visibility, accountability, and structured workflows, Smartsheet is a strong option."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525)

AS

Adam S.

Head of Transformation Planning

> "Neutral - good for a project manager but not great for portfolio management or PMO type organisations."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7147254)

SL

Sai L.

Assistantship

> "Smartsheet excels at bridging the gap between traditional spreadsheets and robust project management software."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7166532)

JC

Juan C.

Manger

> "What I like the least about smartsheet is the fact that it’s very expensive for small businesses to have."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7128854)

KT

Kenneth T.

Creative Director

> "Specifically, I want to adjust its current layout and sync it seamlessly with my iOS devices, such as my iPhone or iPad, to ensure I can access my..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#SoftwareAdvice___6810723)

DL

Drew L.

SR SYS Admin

> "I think that the backend administration features can be a bit confusing at first."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7128061)

AG

Ana G.

Marketing Coordinator

> "These facilities have improved the quality of my work life: I have been able to establish effective workflows using these templates, which is fantastic...."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6820741)

TH

Tabatha H.

Director of Human Resources

> "The files are not ours. When an employee leaves and did not get the change to transfer the files it was difficult to gain access to the files and..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6797907)

EN

Edmond N.

Research Project Support Coordinator

> "The platform facilitated the generation of real-time reports, offering valuable insights into the advancement of projects, allocation of resources, and..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6446749)

MW

Marcus W.

Research Scientist

> "It's shady and unethical use of the "Negative Option Rule" in its renewal process, which has already been outlawed by the FCC in 2025 but still included..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6824305)

AT

Aniruddha T.

Operations Support

> "I have been using it since 2020 for my project tracking, daily tasks, monitor reports and so many other things and it provides a great visibility to me,..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6488207)

EB

Ellie B.

Business Operations and HR Support

> "Smartsheet has recently changed its licensing and is now really quite expensive for the amount of users required, who don't necessarily need the full..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6822091)

GBL

Georgia Belletti L.

Addetto alle vendite

> "The app has versatile automation capabilities that helps us handle diverse tasks"

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7174553)

VR

Verified Reviewer

Sr Architect

> "Spreadsheet-style UI can be confusing initially"

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7127970)

MA

Mohammad A.

Senior Claims adjuster

> "It works like a spreadsheet but with better tracking for tasks and deadlines."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7132464)

EG

Elvison G.

Business Architecture Supervisor

> "At first it was a little difficult for me to adapt and to be able to see the changes that other people make you have to refresh since it is not updated..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6559141)

ML

Mor L.

Senior Presales Engineer

> "The interface is amazing, the AI ​​features for generating formulas are great, the approval and documentation management is smooth and enhances..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6637570)

LV

Leah V.

Senior Client Service Rep

> "I find the form functions are not user friendly for mobile users. And I do find it to glitch out quite a bit or go down."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6630070)

MG

Madison G.

Software Engineer

> "Reporting and dashboard features are very useful, I can see project data in single view."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7170045)

Otilde R.

Product Designer

> "Availability features of allocating various resources do not incorporate part-time availability well enough."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6515852)

Victoria H.

HR Director

> "I use it for a lot of project management as well as to do task and it keeps me on track."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7076731)

PK

Paulette K.

Credit Risk Analyst

> "It can get expensive if you need access to premium features thus affecting its viability for small teams."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6517857)

MB

Manish B.

Chartered Accountant

> "It helps us track progress, identify bottlenecks, and collaborate effectively, leading to better project outcomes and increased productivity."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6595921)

AB

Alanna B.

Rebate Programs

> "Users can accidentally input work and forget to save leading to lost worktime and need for double checking."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6515301)

VR

Verified Reviewer

Project Coordinator

> "Using Smartsheet was an excellent way to think through the various tasks of a project, set deadlines / goals, and loop in teammates to better..."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6592092)

SN

Sarah N.

Academic Programs Coordinator

> "Other high automation capabilities are time-consuming to set up and are not necessarily user friendly."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7070791)

JR

Joe R.

Client Advisor

> "Regardless if they are an office MS user or Google suite user, smartsheet allows us to collaborate."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7165644)

MJ

Michael J.

Digital Marketer

> "UI feels a bit plain at first, and key features like dashboards or workflows need a paid plan."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6806619)

ZM

Zain M.

CEO

> "The best thing is its dashboards, very helpful for getting an overview of project status."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7169292)

TA

Tim A.

Strategic Operations Director

> "The permissions system can be a bit cumbersome."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6855849)

Julieann L.

Office Manager Project Assistant

> "Smartsheet takes all the benefits of Excel and creates an intuitive and super-simple to use platform."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7097130)

VR

Verified Reviewer

Client Success Manager

> "There’s a noticeable learning curve, especially for users who aren’t comfortable with spreadsheets."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7068086)

SH

Sarah H.

Group Show Director

> "It's a dynamic excel sheet, that's collaborative for team workflows, and beyond sheets there are forms, reports and dashboards."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6836746)

JA

Jacqueline A.

Quality Assurance Specialist

> "This format caused delays, was time consuming, caused email congestion, and were difficult to address in a timely manner."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6535471)

JA

Jacqueline A.

Quality Assurance Specialist

> "The greatest highlight of using Smartsheet is the software's ability to swiftly transport data entered into an organized spreadsheet."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6535471)

MB

Mark B.

IT Manager

> "Before its implementation, middle managers used to waste a lot of time performing routine tasks and operational activities of low value to the company."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6729489)

FP

Fernando P.

Administrative

> "The user-friendly interface and customizable templates make Smartsheet a top choice for organizing and collaborating on complex projects."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6540372)

MA

Mohammad A.

Senior Claims adjuster

> "At the beginning, it was a bit confusing to understand all the features."

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7132464)

ZA

Zafar A.

Country HSE manager

> "Using it as tracking tool for actions makes it very easy to use and in a recognizable platform that you won’t find it hard to learn"

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7112515)

RG

Roman G.

Information Technology Audit

> "Could become a bit costly if you start to add additional ad-ons (for example time tracking)"

[See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6771415)

[View Reviews](https://www.capterra.com/p/79104/Smartsheet/reviews/)

MS

Muadzam S.

Area Manager

> "It provides solid security and lets our team manage leads, tasks, and collaboration from one easy platform."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7047889)

FK

Farman K.

Software Developer

> "Many users mention glitches, slowdowns, and other issues with automations or integrations from time to time, which get irritating..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7051973)

MS

Muadzam S.

Area Manager

> "Real-time collaboration and automated workflows boost productivity and make managing multiple locations much easier."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7047889)

DS

D S.

other

> "Unbelievable response to put garbage data into a CRM as a work around which then negates nearly all the other functionality e.g.,..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6141563)

AaM

Alfiya ashfaque M.

Software Engineer - QA

> "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..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___6670464)

Ana Paula E.

Environmental Consultant

> "It also lacks some functions such as project management, something that certain competencies do have."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6025702)

FK

Farman K.

Software Developer

> "This unified view helps teams move faster on opportunities and maintain better relationships without juggling multiple separate tools."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7051973)

AL

Aaron L.

President

> "I'm now unable to send even regular text-only emails from our company's gmail account to any yahoo account, regardless of the number..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3908131)

Marko S.

Administrator

> "All tasks sorted and we actually made profit using it, unparalleled task management being the top feature."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7022187)

MB

Michael B.

Founder

> "Such a good price for great features and a good UI. But some glitches prevent me from using it any longer."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6159532)

MB

Mark B.

Owner

> "This CRM offers so many options it can feel a bit overwhelming to use but their customer support were also very helpful."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7006874)

MP

Mike P.

President

> "Cannot develop a long-range program without running into the limits on "nodes" per sequence or number of sequences."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3811955)

Gina S.

Process Management Analyst

> "From the mobile application we can manage our email or website marketing without resorting to complex systems, I like the simple..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6190614)

Minsu K.

CEO

> "The help files and tutorials were of poor quality and were not always maintained up to date with changes in the software's layout,..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4416145)

Caleb T.

Mechanical Engineer

> "I use it every day, and once you get the hang of the workflow, it is pretty helpful."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7010856)

TJ

Timo J.

marketing expert

> "Also not using it's full potential, seems difficult."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6040958)

Marko S.

Administrator

> "All thanks to Agile and its features."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7022187)

Almodyr B.

Data Analyst

> "The least I like about Agile CRM is that it can be difficult to use for new users and that the interface can be a little confusing."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4616610)

Marko S.

Administrator

> "Unique and absolutely CRM that we will use a a paid version - yes, it is that great."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7022187)

JD

Jasmine D.

manager

> "you also cannot download your campaigns and have to apistakingly go through and either have a replacement app ready or post..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3562127)

PK

Petteri K.

Coach

> "The best thing about Agile CRM is the combination of CRM and marketing features, along with its very competitive pricing."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6106461)

TJ

Timo J.

marketing expert

> "It was bit difficult to use and to deploy."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6040958)

VR

Verified Reviewer

HR

> "I can easily customize the CRM to suit my specific needs and workflows, ensuring that I have the most effective tools at my disposal...."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4790693)

Michael M.

Loan Consultant

> "It can be a bit on the tedious side to customize and set up."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4382434)

VR

Verified Reviewer

IT Recruiter

> "This platform provides an extensive array of functionalities, such as automated email campaigns and customizable dashboards, that..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4797526)

ZM

Zandrich M.

CMO/COO

> "Although it would be difficult to find fault with Agile on the surface, Agile CRM lacks integration with a few niche APIs we happen..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3522436)

Sunitha H.

NATIONAL SCHOOL FEEDING PROGRAM FACILITATOR

> "Its user-friendly design and array of features, such as email marketing, sales automation, customer service, and a mobile app, make..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4622494)

CS

Chiara S.

Consulente freelance

> "You buy the solution, you pay a solution and then clicking here and there you just realize you didn't buy the all package because..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3207622)

Marko S.

Administrator

> "Customer support is amazing amd"

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7022187)

SP

Shekhar P.

Digital Marketing

> "Always has server delay issue, did not send emails to contacts just shows email sent in activities."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3142602)

CD

Chris D.

Specialist

> "Agile CRM offers powerful automation features, such as lead scoring, email campaigns, and workflow automation."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4699940)

JD

Jasmine D.

manager

> "Then when i wanted to cancel they wouldn't call me to cancel (they require a phone call to cancel) and charged me ANOTHER month."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3562127)

VR

Verified Reviewer

Assistant Professor Pediatric

> "It offers an intuitive interface, robust customization, advanced reporting, seamless integrations, powerful automation, mobile..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4807926)

Marija Š.

Customer Success Manager

> "Features like bulk actions based on contact name / email, selecting unsubscribed contacts from the campaign reports tab etc. are..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2691870)

DC

Divaldo C.

CEO

> "I had integrated the agile CRM with facebook and since we had ads running to capture leads, it was spectacular, because the..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4460808)

LM

Lee M.

Managing Partner

> "They blame this on an internal API Key issue - again been weeks on something as simple as resetting your password."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3282142)

VR

Verified Reviewer

Tech consultant

> "Our organization relies heavily on Agile CRM for daily operations, as it's utilized across all departments to handle various tasks,..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4772551)

LM

Lee M.

Managing Partner

> "Used to use heavily (20,000+ contacts) but it'd become such a broken product I wouldn't recommend it to even the smallest of users."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3282142)

VR

Verified Reviewer

IT Recruiter

> "Agile CRM stands out as a remarkable CRM platform that empowers businesses to efficiently handle customer relationships and sales."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4797526)

EE

Emre E.

CEO

> "After 2 years, I saw 3 unauthorized charges from agilecrm from my credit card."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3185286)

VR

Verified Reviewer

Senior Software Engineer

> "Moreover, the extensive range of features available is unmatched, and the ability to automate repetitive tasks has been a real..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4777654)

CS

Chiara S.

Consulente freelance

> "There are also so many other bugs not solved from months like the Facebook integration..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3207622)

VR

Verified Reviewer

Senior Software Engineer

> "We can track the work done by every individual easily and also we can micro manage our project."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4252930)

JD

Jasmine D.

manager

> "Over the last year the campaigns stopped sending emails and the last 6 months they stopped sending altogether."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3562127)

Sunitha H.

NATIONAL SCHOOL FEEDING PROGRAM FACILITATOR

> "I have found it to be a great tool for managing customer relationships, automating marketing tasks and tracking leads."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4622494)

CS

Chiara S.

Consulente freelance

> "All the flows are compromised by the campaigns not sent."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3207622)

Mohammadd S.

Hr

> "I had a good time working with agile crm For my email marketing and tracking and helped me in my business"

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4786837)

JM

Jack M.

CEO

> "The product not working was bad enough and the inflexible service was the icing on the cake."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3526044)

Mansur S.

Product Manager

> "Additionally, the lead scoring feature makes it easier to prioritize leads based on their behavior."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4322827)

AL

Aaron L.

President

> "Setup is confusing."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3908131)

Sunitha H.

NATIONAL SCHOOL FEEDING PROGRAM FACILITATOR

> "Agile CRM is an ideal CRM for small business owners and professionals looking for an easy-to-use tool to help manage their customer..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4622494)

MK

Matthew K.

adfdas

> "Frustrating."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4570972)

Mansur S.

Product Manager

> "Additionally, it offers a range of pricing plans to suit different business needs."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4322827)

AL

Amanda L.

Consultant

> "This is a BIG con! If you are in Australia, prepare for repeat 4am phone calls from their sales team and agents who clearly do not..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2802024)

VR

Verified Reviewer

Senior Software Engineer

> "We can easily track all our project related tasks and all."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4252930)

KK

Kimberly K.

Head of Investor Relations

> "Querying on groups of people is inconsistent and inaccurate."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3414495)

VR

Verified Reviewer

US IT Recruiter

> "The process of setting up an account is simple and hassle-free, and the level of customer support provided is exceptional."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4799538)

KK

Kimberly K.

Head of Investor Relations

> "I was regularly trying to get customer support to find me answers but they were never able to solve my problem."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3414495)

VR

Verified Reviewer

HR

> "The user interface is straightforward and easy to use, making it a breeze to navigate through the platform. But what really impressed..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4790693)

JD

Jasmine D.

manager

> "They refused to give me any compensation for all the months of their product not working."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3562127)

LM

Lee M.

Managing Partner

> "Agile CRM at one point was a great reasonably-priced solution for start-ups looking for basic contact management with some campaign..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3282142)

SW

Sam W.

Marketing Manager

> "Multiple issues with email deliverability."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3584071)

CD

Chris D.

Specialist

> "These features can help businesses save time and increase productivity."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4699940)

MS

Maria S.

Co-Founder

> "Support is terrible; email sending is spotty at best."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3302041)

VR

Verified Reviewer

Technical Lead

> "We can micro manage tasks using Agile ."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4262896)

SW

Sam W.

Marketing Manager

> "Doesn't deliver on the majority of promises it makes."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3584071)

VR

Verified Reviewer

Technical Lead

> "The main goal of Agile CRM is improve business relationship ."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4262896)

GM

Graham M.

Director

> "So its solid if you want a cheap option but I have just had a terrible time of late."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3103078)

VR

Verified Reviewer

Assistant Professor Pediatric

> "I am highly impressed with Agile CRM as a comprehensive customer relationship management solution."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4807926)

VR

Verified Reviewer

CEO

> "Hopelessly bad - we changed over a year ago and cannot get the payments suspended"

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3349421)

Michael M.

Loan Consultant

> "the customizations and integrations are fantastic. "

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4382434)

LM

Lee M.

Managing Partner

> "It has no reliability at this point."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3282142)

VR

Verified Reviewer

Senior Software Engineer

> "With minimal amount we can easily maintain our project."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4252930)

JM

Jack M.

CEO

> "I don't have time to do that I just wanted to cancel the plan."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3526044)

Valor L.

Growth Manager

> "Agile CRM honestly does well, except its ui/ux is not very friendly, and I get lost quite often, and there's lots of tabs and..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3290014)

Valor L.

Growth Manager

> "Unfortunately, I just want things simple for my simple brain."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3290014)

VR

Verified Reviewer

CTO

> "I recently switched to agilecrm after trying out several CRMs and I couldn't be happier."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4512016)

AL

Amanda L.

Consultant

> "I am gobsmacked that a global company with a product of this quality, can't get their timezone planner better organised. "

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2802024)

KK

Kimberly K.

Head of Investor Relations

> "From the beginning, Agile was an inflexible tool that I managed to use for the very simple tasks of sending out newsletter and other..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3414495)

TT

Theo T.

Director

> "It makes emails look as if they are sent in bulk via a robot."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2773463)

[View Reviews](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

## User interface

4.49 (3,526)

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)

4.12 (524)

## 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.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Activity Dashboard

150

Important

Agile Methodologies

120

Important

Smartsheet

Top features

41/50

-   Access Controls/Permissions
-   Activity Dashboard
-   Agile Methodologies
-   AI Copilot
-   Alerts/Notifications
-   API
-   Availability Management
-   Billing & Invoicing
-   Budget Management
-   Calendar Management
-   Client Portal
-   Collaboration Tools
-   Commenting/Notes
-   Customizable Fields
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Drag & Drop
-   Feedback Management
-   File Sharing
-   Forecasting
-   Gantt/Timeline View
-   Generative AI
-   Idea Management
-   Issue Management
-   Kanban Board
-   Key Performance Indicators
-   Milestone Tracking
-   Mobile App
-   Multi-Channel Communication
-   Multiple Projects
-   Portfolio Management
-   Predictive Analytics
-   Prioritization
-   Productivity Analysis
-   Project Planning/Scheduling
-   Recurring Tasks
-   Remote Support
-   Reporting/Project Tracking
-   Resource Management
-   Risk Management
-   Tagging
-   Task Management
-   Testing/QA Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Traditional Methodologies
-   User Management
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/79104/Smartsheet/#features)

Agile CRM

29/50

-   Access Controls/Permissions
-   Activity Dashboard
-   Agile Methodologies
-   AI Copilot
-   Alerts/Notifications
-   API
-   Availability Management
-   Billing & Invoicing
-   Budget Management
-   Calendar Management
-   Client Portal
-   Collaboration Tools
-   Commenting/Notes
-   Customizable Fields
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Drag & Drop
-   Feedback Management
-   File Sharing
-   Forecasting
-   Gantt/Timeline View
-   Generative AI
-   Idea Management
-   Issue Management
-   Kanban Board
-   Key Performance Indicators
-   Milestone Tracking
-   Mobile App
-   Multi-Channel Communication
-   Multiple Projects
-   Portfolio Management
-   Predictive Analytics
-   Prioritization
-   Productivity Analysis
-   Project Planning/Scheduling
-   Recurring Tasks
-   Remote Support
-   Reporting/Project Tracking
-   Resource Management
-   Risk Management
-   Tagging
-   Task Management
-   Testing/QA Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Traditional Methodologies
-   User Management
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/135148/Agile-CRM/#features)

### Recognition

Smartsheet is recognized as a top-rated tool in 4 Capterra Shortlist reports

Agile CRM is recognized as a top-rated tool in 3 Capterra Shortlist reports

### Deployment & support

Smartsheet

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Agile CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Smartsheet

-   By Smartsheet
-   Located in United States
-   Founded in 2012

Agile CRM

-   By Agile CRM
-   Located in India
-   Founded in 2012

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4.5

[View full comparison](https://www.capterra.com/compare/79104-211559/Smartsheet-vs-Trello)

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.12 (524)](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

vs

[Trello](https://www.capterra.com/p/211559/Trello/)[4.53 (23,558)](https://www.capterra.com/p/211559/Trello/reviews/)

$8.99

Price

$5/month

4.1

Features

4.3

4.0

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/135148-211559/Agile-CRM-vs-Trello)

[Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)[4.49 (3,526)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

vs

[Wrike](https://www.capterra.com/p/76113/Wrike/)[4.37 (3,023)](https://www.capterra.com/p/76113/Wrike/reviews/)

$12/month

Price

$10/month

4.3

Features

4.3

4.3

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/76113-79104/Wrike-vs-Smartsheet)

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.12 (524)](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

vs

[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.63 (4,604)](https://www.capterra.com/p/158833/ClickUp/reviews/)

$8.99

Price

$10/month

4.1

Features

4.6

4.0

Ease of Use

4.3

[View full comparison](https://www.capterra.com/compare/135148-158833/Agile-CRM-vs-ClickUp)