Best For

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

Product Details

"Agile CRM's software manages projects effectively with streamlined drag-and-drop project management tool, it¿s easy to manage tasks between your sales and marketing teams. The project management software encompasses different options to check and track the status of your projects. "

Contact Details

Agile CRM

https://www.agilecrm.com

Founded in 2012

Located in India

Starting Price

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • 24/7 (Live Rep)
  • Online

Agile CRM Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Call Center Management
Call Recording
Call Reporting
Call Scripting
Lead Management
Power Dialer
Predictive Dialer
Preview Dialer
Progressive Dialer
Surveys
Blended Call Center
Call Logging
Call Scripting
Call recording
Campaign Management
Escalation Management
Inbound Call Center
Interactive Voice Response
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics
CRM
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition
Keyword Tracking
Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking/Analytics
Win / Loss Analysis
Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting
A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Auto Update
Campaign Specific Signature
Content Creation
Image Management
Legal Disclaimer
Signature Management
Social Media
Templates
A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management
Badge Management
Collaboration Tools
Contest Management
Feedback Management
For Call Centers
For Developers
For Education
For Onboarding
For Sales
Goal Setting / Tracking
Leaderboards / Activity Tracking
Performance Metrics
Rewards Management
Alerts / Escalation
Automated Routing
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Interaction Tracking
Knowledge Base Management
Multi-Channel Communication
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management
Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification
Call Center Management
Campaign Management
Contact Management
Customer Support
Document Management
Email Marketing
Interaction Tracking
Landing Pages / Web Forms
Lead Management
Lead Scoring
List Management
Marketing Automation
Product Catalog
Project Management
Quotes / Proposals
Referral Tracking
Survey Management
Territory Management
Cataloging / Categorization
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Performance Metrics
Search
Self Service Portal
A/B Testing
Analytics
Campaign Segmentation
Contextual Targeting
Device Targeting
Expiry Notifications
Geo Targeting
Mobile Notifications
Notification Scheduling
Visual Notifications
Web Notifications
2-Way Messaging
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls/Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Keyword Filtering
Multi-Account Management
Post Scheduling
Audience Segmentation
Competitive Analysis
Configurable Alerts
Customer Engagement
Dashboard
Impact Scoring
Influencer Tracking
Reputation Management
Sentiment Analysis
Trend Tracking
Collaboration Tools
Create Subtasks
Gamification
Gantt/Timeline View
Mobile Access
Percent-Complete Tracking
Recurring Task Management
Reporting/Analytics
Spreadsheet View
Task Board View
Time Tracking
To-Do List View
Campaign Management
Conversion Tracking
Goal Tracking
Keyword Tracking
Multiple Site Management
Pageview Tracking
Referral Source Tracking
Site Search Tracking
Time on Site Tracking
User Interaction Tracking

Agile CRM Reviews

Overall
4/5
Ease of Use
4/5
Customer Service
4/5

Showing Most Helpful

Showing 50 of 339 reviews

Showing Most Helpful

Showing 50 of 339 reviews

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Reviewer's Role
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Avatar Image
Guillermo G.
Sales & Marketing Manager
Education Management, 1-10 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 19, 2019

“All I need to work in one place”

Overall The biggest benefit that this software has given me has been to optimize everything that has to do with the world of sales and marketing, generating the reports I need to demonstrate in the company how useful our strategies are, what aspects to improve, and generate our own leads, all in a very organized way and as its name says "agile".
ProsI started working with this platform a little less than a year ago. My job consisted (and still is) in generating leads for the company and developing marketing and sales campaigns from scratch. Agile CRM has been fundamental, since it integrates perfectly with everything I need. I have my contacts in one place, which I can follow very easily. Its greatest strength is the ease of use and integration with multiple tools. Something as simple as managing notifications and alerts make the most of my time and organize my agenda in a practical way. I can generate reports where the effectiveness of the different strategies is established. For example, the result of phone calls, mail campaigns, newsletters, and more. I was able to import all the contacts in a very simple way and clean my list in a short time. Another great thing: the mobile app and the possibility of integrating with other programs. Today I have it integrated with Bria and Skype, also linkedin and facebook. Everything in one place, is the most practical CRM platform that someone like me (who has just started and was analyzing options) has found, and I´m very satisfied with this software.
ConsI think it would be convenient that in the future they made some training videos to explain how to correctly configure the automation tools, since I think it has been the most difficult to understand.
Reviewer Source 
Source: Capterra
July 19, 2019
Adam D.
Customer Success Manager
201-500 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: SoftwareAdvice
November 27, 2018

“Agile is a Fantastic Solution in a Crowded Market”

OverallI feel like I am becoming a CRM expert. I have used and suggested many CRMs over the years, and I feel like I have seen it all. When I look for a CRM in 2018, I ask myself 3 questions. Question 1: Who is going to use these features? If my team lacks tech savviness, if they are going to be picky about the UI, or if they are used to a different platform, you could run into problems. At the end of the day, a CRM should be invisible, and it should be as natural as using your body. If you team struggles to use their tools, you will run into problems. There's no point in blaming your team if the tool is hard to learn. The job needs to be done either way. (Keeping a mobile option in mind is a good idea as well. Don't underestimate the value of client's won at a bar.) Question 2: How quickly will the system be up to 100% functionality? Every day that you team has to track client data on Post-Its is a day that you're throwing information in the trash (and hanging your Marketing + Support out to dry). Expect a month to get set up, but anything over 3 months is too long. Even if you're an enterprise, you can't afford to fly blind for that long. Also, integrations, integrations, integrations... If the sales rep can't demo a tool you use daily running on their CRM, demand a "no commitment demo" period. Most companies will try to lock you into a one year commitment, but it is perfectly reasonable to know everything works together in harmony. Question 3: Is this the right price for me? The thing about CRMs is that there are hundreds of them. It's impossible to say which one is right for you because in reality, there are probably a dozen you will love. If you feel that you are down to 2 or 3 CRMs that seem identical, they probably are... Go for the one that is priced right and ready to scale WITH YOU. Agile is great on all these fronts. Easy to use. Beautiful UI. Easy to set up. Very affordable option. Love 'em. You won't be disappointed.
ProsAgile is so clean. The UI is easy to use right out of the box. Great for small to medium customer bases that use social media. Quick and easy to set up. Support is FANTASTIC! Great automated features. All the great things you would expect from a cloud based CRM: Customer + Deal tracking, notes and communication history, marketing analytics, scheduling, etc.
ConsIt's hard to call all of these "cons", but let's say "growing pains". Agile is still a young software. We had some problems setting up links between our WordPress site. They were quickly resolved to 100% satisfaction, but they had my boss pulling his hair out for a few days. We have run into a few other issues that I would call "buggy". Some graphical, some needing to refresh a page, but nothing has halted production. All have resolved themselves.
Reviewer Source 
Source: SoftwareAdvice
November 27, 2018
Jaime N.
Founder & Marketing Strategist
Marketing and Advertising, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
November 23, 2016

“Amazing Complete CRM & Automation software: Great Infusionsoft or Salesforce alternative, for 10% of the price tag”

OverallAs a small business owner, and founder of Bloominari.com, a digital marketing agency helping small businesses to grow their companies online through beautiful design, automation and marketing tactics I was in search of the best CRM and marketing automation software for a truly affordable price. After literally about 2 months of research of various CRM and marketing automation platforms I finally decided to take AgileCRM for a spin (It was easy to try it, as they have an always-free lite version). Immediately I fell in love with it's interface, ease of use, and easy-to-setup platform. I previously worked with Salesforce.com and Solve360 CRMS, and have also tried BaseCRM, SugarCRM and many others throughout my business life.
Pros- Super affordable for the amount of tools, features and applications it includes. Starting at $10/user/month for it's starter version. - Great user interface - Easy to setup and use - Lots of native integrations with lots of web-based (Saas) apps such as Gmail, Quickbooks, Twilio and many many others. - Integration with Zapier, which basically let's you now integrate AgileCRM with 700+ other web apps, so this feature was a KEY for me. - All your emails automatically load from your Gmail inside AgileCRM, no need to BCC some email address. - Lots of sales, marketing, support, landing page, and amazing features added on at no additional cost. - Now you can purchase add-ons such as user permissions, triggers, additional automation campaigns and others without having to upgrade all your users to the next subscription level (this is something I requested, and their team listened and did implement this). -Their tech support is great, they care, they listen, and they modify/improve their system based on your feedback - Their team update the app every few days
Cons- Their standard subscription is $30/user/month if pre-paid for 2 years, otherwise $50/month, without too many added benefits for this level - Their starter subscription limits your marketing campaigns (automation) to only 5 campaigns, with 10 nodes (steps) on each. The standard gives you 10 campaigns, with 25 nodes each (much better). - Some updates happen without prior notifications to the user, and sometimes changes the User interface too drastically for some features. - Their E-mail templates are limited, but you can still bring in your HTML templates or use their WYSIWYG editor.
Recommendations to other buyersIf you want to use an amazing CRM with marketing automation that has the tools and features of Infusionsoft or Salesforce, but don't want to pay $400-500 per month Agile CRM is for you. I'm surprised their prices are still so affordable compared to how much they're offering, and why users aren't yet flocking to this system. It's really amazing!

Vendor Response

By Agile CRM on November 25, 2016
Hi Jaime, Thanks for your appreciation and support.
Source: GetApp
November 23, 2016
Bill B.
Owner
Information Technology and Services, Self-employed
Used the software for: I used a free trial
Overall Rating
5/5
Ease of Use
3/5
Features
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
October 26, 2018

“Nice most-in-one CRM/Marketing engine for small biz”

OverallI need a place to store all of my interactions with contacts of all types. I need to be able to review a contact and know what stage we are in, last touch, next step, and simply who said what. Agile supplies all that. I want to improve my marketing outreach and I believe Agile will help me organize and systematize those efforts.
ProsAgile CRM is purpose built (according to the makers) for keeping up with a growing start-up or small business. It handles the usual contacts, appointments, lead tracking and so on, but has a strong email and social marketing component. You can optionally tie in your email and telephony to Agile CRM to keep track of lead and customer interactions (though I have not implemented either at this time.) They are fairly generous with the free level, there are enough core features enabled to allow a fair trial and limits on number of contacts, emails, even API calls are sufficient for a small business. Their free tier is actually not a trial, you can stay on free as long as it meets your needs. One more thing, Agile has quite a few integrations available, among them Stripe, PayPal, FreshBooks, QuickBooks, and Xero. They have a functional API so if you are so inclined you can integrate Agile with almost anything, whether there is a widget for it or not.
ConsThere are a lot of moving parts, which is not necessarily a bad thing if they all help push your goals ahead. But it is more complex than many small business web applications, because it tries to do more. So it takes more of a time investment to begin to benefit from Agile. I am phasing into each component and I haven't reached some yet. I have wished for a few more customization options, in display attributes - layout, colors, and also data - what fields are displayed in lists, what sort criteria,
Reviewer Source 
Source: Capterra
October 26, 2018
Avatar Image
Erik R.
Co-Owner + Videographer
Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
3/5
Features
4/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
April 17, 2018

“Agile CRM is a Great First Step into the CRM World”

ProsI used this platform for a solid year and put in hundreds if not thousands of contacts into this CRM. I liked how many categories there were to define a lead or a contact, the system that you set up to see how much potential revenue you had to win based on your leads was helpful, and the price is unbeatable. I mean truly, you can use this platform for free for up to 50,000 contacts. That's pretty amazing.
ConsThere's a reason why I call this particular platform a good "first step." Agile CRM says it offers marketing automation, gamification, and project management - but this is a far from complete product. In the free version you can only create so many marketing automation blocks before it makes you pay, but even if I did upgrade I'm not sure the platform could handle the sales process I wanted to have set up. Something else to mention about this platform is there customer service. I'm fairly certain the CEO is their only customer service rep. Every time I had a problem with the platform (roughly 1-2 times a month) it was the same man who picked up the phone - and when my problem was solved he made me delete the Tweet I sent out when I asked for help, and then made me publicly thank him. I found that very strange. Overall you should try this platform out if you're just starting out, but upgrade to something like Infusionsoft if you're really looking to up your game.
Reviewer Source 
Source: Capterra
April 17, 2018
Avatar Image
Derek "Storme" B.
Technical Director
Retail, 51-200 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
August 15, 2018

“Good overall system with a few glitches”

OverallWe've got LOTS of information in here now, so at this point it would be more work to move than to just deal with the downfalls. Overall, my team has enjoyed the experience. I am a bit more technical so I am not as happy as they are. It has kept a great log of our consultants past and present, so in that respect - it has done it's job. I just feel like the cost (for 3 operators) does not justify the tool.
ProsTags make it easy to compartmentalize different customers and the path to completion.
ConsOrganization is a bit tough, and the separation of different features between Sales, Marketing, and Service areas is a bit disconnected. Creating a "path" for different actions can be quite confusing, and the fact that LOTS of actions (such as send an email when a certain tag is entered) do not happen. I think these run on cron jobs (say, every 15 minutes) and I feel like LOTS of the actions get missed. This is my biggest beef. The price structure is a bit nickle and dimey as well, and it seems like a big jump between I can do 3 actions and I can do 5 actions.

Vendor Response

By Agile CRM on August 22, 2018
Hi Derek, Thanks for your feedback. Our goal is to meet the needs of a growing business irrespective of its size. Our pricing model is the most affordable one in the market today and has been designed according to business requirements and its size. The tags feature helps you to segment your contacts and trigger necessary actions which take place instantly. For any further doubts on how to better use our tool for your needs, please contact our support team at support@agilecrm.com.
Reviewer Source 
Source: Capterra
August 15, 2018
Ken R.
CEO
Information Technology and Services, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
January 18, 2017

“Feature rich, easy to use application that combines Sales Management & Marketing Automation.”

OverallWe were looking for a solution that allows us to work out of a single system for both, marketing automation and sales management. We wanted to make sure that we don't have to piece that combination together using plugins and add-ons but wanted a natively integrated solution. We tried many CRM's and ultimately ended up with agile CRM and have been happy users since. As your confidence in the tool grows, you will be surprised how much it can handle and how configurable it is without becoming a too complex. The support staff has also been world class. Our requirements have always been tended to promptly. Last but not least, it is incredibly well priced, easily 50%-75% cheaper than other, comparable vendors.
Pros- integrates sales management and marketing automation natively - easy to use - feature rich with a lot of add-ons - very well priced - great support team
Cons- Small wish that I have: we have users that would be support users only, while others are sales users only. Would be nice if we could separate license fees on a role basis. But then the overall price we have to pay is still very low so that it really isn't a big issue for us.
Recommendations to other buyersTake a close look at the Campaign builder feature. It is a really useful, swiss army knife solution to the configuration. Once you have found it, you will begin to design your own processes on the fly.
Source: GetApp
January 18, 2017
Verified Reviewer
Real Estate, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: GetApp
August 15, 2019

“Moving from Salesforce to Agile CRM”

OverallI am replacing Salesforce with Agile CRM to save cost, create a more streamlined interface with our website and sales team.
ProsI like that all three modules (Sales, Marketing, Service) are contained in a very easy to use interface. There are basic and advanced functions available without all the Salesforce bloat. Ex: I can set up a simple Round Robin for my sales team without having to spend a bunch of extra money for a plugin or dig deep into layers and layers of Salesforce complications to just get to the place to set it up.
ConsThere are some limitations to the integrations vs other apps but it does integrate with the big boys (popular software). The help desk is expanding rapidly, but currently, you have to schedule calls with a rep. The rep is super helpful, but sometimes there is a wait time.
Reviewer Source 
Source: GetApp
August 15, 2019
Avatar Image
David F.
Managing Partner
Media Production, Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
March 31, 2018

“The CRM that packs a punch and delivers the lead every time deserves some of the spotlight. ”

ProsAgile is a diamond in the rough so to speak. It feels like the tech world is a giant popularity contest and the few formed a club and left some of the better players out. Agile may not be listed alongside the trendy inner circle but good for them they stand in a place of their own and the customer is made better for it. When I found Agile I was enticed by their Free plan- not trial but free plan with a good amount of flexibility for a startup to fully integrate the CRM for zero out of pocket. The product will scale with your growth and they have several paid levels so as you step up your monthly plan will step up with you and not kill your cash flow. I really appreciate the email automation and landing page builder inside the CRM. The landing page function is easy to use and makes quick customized landing pages. The other CRM systems are priced much higher and offer similar functionality to Agile and Agile is a fraction of the cost. Now, as with any CRM the learning curve may be high and indeed this was the case for my use of Agile.
ConsAgile is not an easy product to just pick up and go. It will require some basic knowledge and a willingness to learn the program. The great news is that Agile offers webinar trainings and onboarding at no extra cost as well as they host a huge assortment of training modules and videos.
Reviewer Source 
Source: Capterra
March 31, 2018
Verified Reviewer
Internet, 201-500 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Source: GetApp
June 30, 2017

“Easy to use CRM for mid -range businesses”

OverallTo run our e-commerce business, we had to choose between a best of breed CRM (sales centrics) and one covering every touchpoint of the customer journey. After considering and testing solutions like Salesforce, Prosperworks, we finally decided to go for Agile CRM, more likely to fit with our needs regarding the size of our business and the ability to configure by ourselves. After several month of use, we integrated Agile with our CMS (WordPress-Woocommerce), Twilio (telephony and SMS services) and Clickdesk (Video and Live Chat). We've contacted the support team twice, each time issues were efficiently solved. Templates for Marketing Campaigns are usefull and watching video tutorials is enough to set up and personnalize the solution by yourself. By the way, there is a lack of integration between our products database (in the CMS) and Agile CRM : importing contacts and deals is easy, but surprisingly we are unable to import products. Products have to be filled manually : it's time consuming. Beside products management, we strongly recommend Agile CRM for its easy-to-use features.
Pros- Many plugins available - Suport team easy to reach and comprehensive - Managing Marketing Campaigns with many templates and triggers - Sales funnel is natively designed using deals in Agile : allows you to track and forecast sales in a few clicks
Cons- Product Management to quote, complete deals or design reports must be improved
Recommendations to other buyersIf you don't have a large internal IT team and if you need your CRM to be strongly integrated with other systems, consider Agile CRM for SMBs.
Source: GetApp
June 30, 2017
Dennis H.
Chief Engineer & Co-founder
Food & Beverages, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
3/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
July 13, 2017

“Extremely Worthwhile Investment - Time & Money || We tried them all, and picked Agile ||”

ProsFEATURES: Pretty much every feature under the sun for automation (even correlating user behavior on website into triggers for a campaign is an effective tool due to how well the cookies work). ON-BOARDING: We've been able to schedule meetings with our on-boarding team who've been great in giving us real world usage scenarios and helping us settle into the product the right way and waste time looking for a way to do something or figuring out best practices from scratch. This is HUGE, very few solutions actually have something like this available to you. CUSTOMER SERVICE: Top. Notch. The chat support is great, they're patient and will stick around answering your questions all day, they even pass suggestions to the development team who actually implement them as new features moving forward if it's something you really need. Which is mind-blowing. OVERALL: It's complex and takes effort to learn what the product offers and how to use it. You're going to have to put the effort in, or it's going to be useless. That being said, once you put the effort in - Agile CRM gives you super powers compared most of your competition (because it takes effort, and requires learning). BOTTOM LINE: Imagine being in an iron man suit hovering above your competitors firing automated marketing missiles of lead-capturing/qualifying/scheduling sales quota destruction!
ConsVery much a DIY experience, not enough 'sane defaults'. Needs better testing/preview options for different campaign segments. But these are something all these 'all-in-one' CRMs need.
Source: GetApp
July 13, 2017
Simon James P.
Free Business Coaching
Information Technology and Services, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 7, 2017

“Great Software for Small Business and growing ones if you Compare Marketing Automation Software”

ProsThis software lives up to everything we expect in a CRM and Automation software which we have outlined here: http://www.lmnt.com.au/business-advice/compare-marketing-automation-software - there are only a handful of softwares that can do EVERYTHING and this is one of them. If you are looking for a small business software to run your company for you then THIS IS IT. I am a business coach and I can tell you that if you want to take your business to the next level using technology then this is a great place to start. Good luck.
ConsThey are a young company with lots of room to grow AND THEY ARE IMPROVING everyday so whatever they don't have now they will surely have by tomorrow!! It is like every time we say "I wish agile had that" a month later they have it. This is an action packed software with lots of flexibility with other apps too so if it can't do something you can connect it with another APP very quickly.
Reviewer Source 
Source: Capterra
October 7, 2017
Avatar Image
Nissanka S.
Software Engineer
Computer Software, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
May 1, 2019

“Generous offer of features”

Overallagile has made things easy. Now we can conduct successful marketing campaigns not only with our own knowledge, but using the expertise of Agile and making sure there isn't anything missed. Have addressed most CRM features for the ease of our clients to maintain a healthy link between the customer and organization. Have reduced waiting times with the IVR feature, self service portal etc. generous number of features for marketing/ sales management. All this for final achievement of revenue/sales budgets. Achievement of customer satisfaction goals thereby building a loyal customer base which helps in increasing market share through references. Together with the above, a professional support team and the cost? probably about 10% of the cost of competitive products which means a saving of 900%. And of course you have the chance to experiment with the trial version. AgileCRM is truly agile. The name speaks for itself.
ProsI wonder if there is any other CRM with so much of features. Agile has taken care not to wait until customers suggest including new features. I believe Agile has designed this CRM with the customer's customer in mind. That seems to be the marketing strategy of Agile in selling their CRM. They rather should have introduced this as a total marketing management software than a CRM, as a CRM is only one part of marketing whereas Agile is loaded with almost all features of an ERP. Visible feature are a rich UI, Dashboard, ability to integrate with a host of third party apps, etc. but the invisible is endless, yet user friendly. Thanks to agile, goodbye to many separate hard & soft ware. You have most of it in one clever soft.
Consagile CRM giving all this in one package is that have to complained about.
Reviewer Source 
Source: Capterra
May 1, 2019
Verified Reviewer
Real Estate, 11-50 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: GetApp
March 22, 2019

“Replacing Infusionsoft and Salesforce for Fraction of Cost”

ProsWhile I use Infusionsoft for marketing automation and some CRM in conjunction with Salesforce for the sales team, as a Marketing Director, I find Agile CRM to kill the bloat and complexity and open up the floodgates for productivity. Sometimes there's something to be said for having a conversation with a lead or contact and finding out what they really need instead of what they think they want. Agile CRM allows for customization, but doesn't force you to be overly complex in the set up of your pipeline or lead capture sources while still allowing you to be, literally, "agile" in making is simpler or more robust in the future based on your needs, not what a saas software "thinks" you need.
ConsThe sales/support system on Agile CRM was quick to invite me to schedule a setup call, however, my experience was they were slow to actually help me. Because it's simple, my sales team and I were able to meet our needs effectively without the help of the support team, but I would have liked the initial enthusiasm to carry over into an actual phone call. We're good though, thanks to the many tutorials online and our own competency.
Reviewer Source 
Source: GetApp
March 22, 2019
Evelina R.
Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
July 13, 2017

“Agile CRM delivered its promise and exceeded my expectations”

ProsThere are a lot of pros regarding Agile CRM. To name a few: easy to setup and use, great features for all departments (marketing, sales, accounting etc) and very agile (can adapt to your specific business needs extremely well). Although all the expected functionality is in Agile, there are a lot of integrations for specialized tasks which is very important for being able to have visually "one system". Being able to have the free plan for more than a month was very important as it requires a lot of time to check and select a CRM. Also the free plan provides all the functionality you need to test and learn the CRM. Great support and the price is really good! It saved me a lot of time, money and because of it, I provide more professional services and I'm able to scale much more quickly and have control over by business.
ConsThe support they provide could be improved. Representatives with higher expertise in Agile would be good as well as offering support during weekends.
Source: GetApp
July 13, 2017
Konstantin T.
Marketing and Innovation manager
Hospital & Health Care, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Source: Capterra
July 20, 2017

“I searched extensively for a good CRM solution and Agile CRM seems to be best suited for our company”

OverallPrecise segmentation of our users Well structures users database Well organized history of each users interactions with our company Highly efficient automated e-mail marketing KPIs for our e-mail campaign Monitoring of users behavior Detailed users profiles
ProsThe interface is very user friendly, you can start using it confidently in a few hours, a lot of integrations which makes it very flexible, nice API for customized solutions if you have a programmers team in your company. Excellent e-mail automation with ability to segment users based on their behavior (open rate, link clicks, website actions), very precise segmentation with the use of unlimited tags, options for push notifications and web events as triggers, very easy to use e-mail templates and also highly customizable with support of custom code and custom fields. Really useful history of every user's interactions and contacts in a nice timeline format. A lot of filtering options, which when combined with the export in csv feature are extremely useful.
Consfor the time being there is nothing serious, which can affect my usage of the platform, only minor issues which are easy to overcome.
Source: Capterra
July 20, 2017
Michael N.
Business Development Manager
Information Technology and Services, 51-200 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: SoftwareAdvice
August 15, 2019

“A very user friendly CRM”

OverallA good Sales CRM fro small & Medium scale businesses. It has a good interface and very simple to learn. Need improvement in Automation features and customer support.
Pros- I have been using Agile CRM in my present company. It didn't take me long to understand the functionality of Agile CRM because of the user-friendly functions and a very simplified interface. - It gives an option to add different tabs to the dashboard, which make it easier to understand the progress happing in the team. - Can set the daily task on prior or schedule it accordingly and it will be visible at the dashboard. I never have to worry in case I miss out any task assigned to me. - Creating leads is much easier in Agile CRM as it is integrated with other social application make it much easier to fetch the person details available on those sites. - The reports and analytics are very intuitive and give better visibility.
ConsCan improve on the customer support part.
Reviewer Source 
Source: SoftwareAdvice
August 15, 2019
Jez J.
CEO
Computer Software, Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
October 29, 2015

“Fantastic CRM, easy to use but powerful features”

ProsWe have used a number of CRM's over the past two years looking for a system that can help automate our marketing efforts and also be an easy central repository for addresses and contact details. We used to use Highrise which was too basic, and more of a contacts manager and then trialled Pipedrive and Onepage CRM. Although these products provided some of the user features we required they all had issues which necessitated finding another CRM. The vendor is responsive to support queries, and always replies very quickly.
ConsMy least favourite part of this product is the new user interface they launched, it's partly persona preference but I preferred the old UI. The vendor provided a link that lets me use the old UI but I am not sure how long this will be supported. It would also be useful to have the option of very basic accounts that literally provide address book access. We ended up using their API to push data to google shared contacts for users who don't need the full CRM feature set.
Recommendations to other buyersWe would suggest that pleasure and ease of use is critical, if the system is not enjoyable to use it won't be used or as effective. We would also suggest that the system can manage your sales pipeline in a way that makes sense for you and your sales process. From a CRM perspective it is critical to decide what you need to achieve from a CRM, is it an address book and clients notes system, an inbound lead and marketing solution or more. We would suggest that you also check the price is affordable as you scale, some solutions are very cost effective with a small number of users but as you increase the users the fees increase substantially.
Source: SoftwareAdvice
October 29, 2015
Olivier K.
Consultant / Business developer
Education Management, Self-employed
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
July 11, 2017

“A very powerful and easy to use sales + marketing automation SaaS ! Just great !”

OverallAgile CRM provides a very powerful solution to both sales and marketing challenges. Everything is gathered in one place. Benefits are just glaring : time savings, accuracy in commercial and marketing processes. It brings the sales+marketing automation at a very affordable price. A very good solution to grow fast your business on focusing only on extra value tasks when needed.
ProsA very powerful CRM with marketing automation mechanisms inside. Possibility to create email scenarios, to attribute points to actions done by leads to check the maturity before contacting them. Possibilities of action are really impressive (even in the free version). I really like the possibility to design the landing page within the solution and connect it to the website directly. You can create a whole scenario from social media to CRM attributing points to leads regarding the action they have performed. It's absolutely great. It's like having the power of a big sales team in the hand of one person.
Source: Capterra
July 11, 2017
Verified Reviewer
Unspecified
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: GetApp
October 4, 2018

“Decent CRM tool with both +ves and -ves”

ProsEasy to use CRM that has multiple features. Contact's timelines show all the interactions making it easy to progress. Automation and Campaigns are easy and work well.
ConsCustomer Service is quite off. Takes a long time of understand the issue and bounces around to a few executives. Interface is quite slow and lags quite a bit.

Vendor Response

By Agile CRM on October 24, 2018
Thank you for taking your time in providing this feedback. Agile CRM has been designed for users to meet their business requirements with ease. Therefore, it has been rated as the best all-in-one CRM as it provides sales, marketing and service automation on a single platform. We understand support is very important and hence, we provide support through multiple channels like Chat, Email and Voice (24*5). Here is a look at what our customers have been saying about our support - https://www.agilecrm.com/testimonials
Reviewer Source 
Source: GetApp
October 4, 2018
Loic S.
Operations Manager
Consumer Services, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: GetApp
February 6, 2017

“Updated review: big improvements”

OverallWe have been using Agile for about 18 months now. This is an updated review. Last summer I got very frustrated with a technical issue that has been handled horribly by their customer service department. I was on the verge on switching to another tool but they worked hard to make it right and the tool has been getting better and better. Most issues are resolved promptly, a couple of my feature request have been actually developed and implemented so things are going in the right direction and I have decided to give them another chance.
Pros- free trial - loaded with features - fast learning curve - continuous improvements - a lot of integrations
Cons- I would love to be able to customise the look and feel of pages for improved UX. - Reporting features are pretty limited - A/B testing is difficult to work with
Recommendations to other buyersAgile is a good tool that has been improving fast, it is easy to get started, take advantage of their free trial to check it out. They also worked on "fixing" their customer service which was a big problem for me. I am pleased with the direction things are going.
Source: GetApp
February 6, 2017
Verified Reviewer
Internet, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
2/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: GetApp
June 14, 2018

“Great CRM with abundant features and good set of integrations”

ProsUsed it majorly for Sales Activities. Great Automation options to follow-up with prospects, user friendly UI. Managing Contacts and Deals is quite easy. Emails reports, along with other reports, is wonderful. The Free version is definitely useful for someone who is just starting-up with enough features to get going. Form Creation is easy as well which can be effortlessly integrated with your website.
ConsTheir support team is slow in understanding issues. There is a clear disconnect between the Deals and the Contacts. Updating a Deal doesn't affect the related contact unless there is an automation in place for the same. The emails sent from AgileCRM, at times, seem to be flagged as spam.
Reviewer Source 
Source: GetApp
June 14, 2018
Charlinda B.
Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
June 3, 2017

“It truly is a great program”

ProsClients relations are managed, leads generated through webforms are nurtured and the process is automated. Segmenting clients have never been easier and support for the product is fantastic! Keeping track of tasks is an integral part of my daily function and the task management within Agile keeps me on track. Assigning tasks to alternative users are easy. Client records can be as detailed as required and one of the other things I do often is associate specific documentation to individual client contacts. Integration with 3rd parties are easy. The timeline feature is a gem! AgileCRM is truly a great product!
ConsThe only feature that requires attention is the automation. The campaigns and nodes are limited - even on the paid plans, but I know that Agile is in the process of reviewing this.
Source: GetApp
June 3, 2017
Jo K.
Managing Partner
Professional Training & Coaching, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: GetApp
January 13, 2017

“Don't be afraid to ask - great customer service”

OverallWe were looking for an off the shelf CRM package as our in-house system could no longer keep up with changes in technology. We also wanted something that would integrate our marketing. We are a small team and wanted something that wasn't too shiny. We needed it to be user-friendly rather than all bells and whistles. After browsing through several options online Agile phoned us, which rather illustrated how useful the system was! 2 years in and we are about to renew our subscription. As with all CRMs, there are pros and cons, but the customer service and friendly team at Agile mean a lot to us.
ProsWonderful Customer Service. All I need to do is write an email outlining my query, and not only does the phone ring very shortly afterward, my query is answered in depth and with a great deal of professionalism. If we have uncovered a bug or make a suggestion as to how things could be improved they are noted and often implemented. The marketing campaign sending is simple, although you do have to remember to press several save buttons before you can be sure all your work hasn't been lost!
ConsAs the team is so reactive, sometimes things change a bit too readily and we sometimes loose things that we liked. But not a big deal.
Recommendations to other buyersTalk your questions through with a member of the team. It's the level of customer service that wins it for us.
Source: GetApp
January 13, 2017
Sergey S.
President
Medical Devices, 51-200 employees
Used the software for: 2+ years
Overall Rating
1/5
Ease of Use
1/5
Customer Service
1/5
Features
1/5
Value for Money
1/5
Likelihood to Recommend
0/10
Reviewer Source 
Source: GetApp
May 24, 2019

“AgileCRM steals emails from billing (!!!)”

ProsGood for marketing & sales. Useful automatisation.
ConsI would like to raise the question that the system requires you to buy unbranded emails. I have integration of Gmail & Mailgun for outbound emails. And recently by mistake, I have found that AgileCRM steals emails from billing (!!!). By mistake, it has been chosen incorrect email as a sender in the campaign (via Gmail api) and as i have limitations of 200 emails for this gmail account and also i know that via Gmail API impossible to send more than 100 emails, so AgileCRM should send them via Mailgun. However, I found out this emails also haven't been sent via Mailgun (nothing in the log). But AgileCRM considered that emails have been sent (21'000) and deducted money from billing (in other words if AgileCRM stealing your money). Support team know about this problem but they ignoring me. I am looking for other users which also lost money for a group court application against AgileCRM.

Vendor Response

By Agile CRM on July 31, 2019
Hi Sergey Thanks for your feedback. Agile CRM always prioritize its relationship with its valuable customers. We also give priority to customer support over any monetary benefits to maintain 100% customer satisfaction. Mailgun is actually a third-party integration and a lot depends on them to ensure seamless functionality. However, our Support team will make sure Mailgun addresses this issue so that valuable customers like you will not face this issue in the future. To ensure there's no account-specific issue, we would request you to get in touch with our Support team, who will help you to get everything sorted. Please feel free to write us back at support@agilecrm.com for any questions.
Reviewer Source 
Source: GetApp
May 24, 2019
Neha T.
Tax Consultant
Management Consulting, 10,001+ employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: GetApp
June 19, 2018

“Efficient, cost effective solution for small businesses”

ProsAgile CRM is a complete sales, marketing and service platform. It has a good & clear interface and user friendly. It has a very widespread marketing automation solution that allows you to mind map your workflow.. It allows looking at activity down to the individual user activities and helps to identify loopholes in the campaign and amend. I also like how it integrates flawlessly to Gmail. You can quickly add any contact information from gmail to AgileCRM.
ConsAgile CRM has lots of limitations when it comes to email handling & social media integration. If you are emailing to multiple contacts at one go, you can't add an attachment. It an email requires to add lots of images, creating email templates becomes very clunky. Emails don't get saved to draft automatically; you need to start from scratch if you lost it. Also there's limitation to selecting 25 contacts when writing an email. It loses emails if they are deleted from email client, CRM software should be able to preserve past emails whether they were deleted from Gmail or not. Also there is no social integration with Facebook and other social media
Reviewer Source 
Source: GetApp
June 19, 2018
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Julie E.
Project Manager
Publishing, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
June 21, 2019

“Full CRM solution for small businesses”

OverallWe organize our processes and communicate with our teams across various projects with Agile CRM. It is advanced enough but not over-complicated for our day to day needs.
ProsI was a Salesforce user in the past; it was definitely a more mature and costly product overall compared to Agile CRM. On the other hand, Agile is more intuitive and less complicated, making it faster to implement into the processes within a small/medium enterprise. We are able to keep track of contacts, prospects, and leads and segment them accordingly during the various stages of the sales- and project cycle.
ConsWe are missing native integrations with other apps that are used in our workflow. The documentation could also be improved, especially more detailed videos would be very helpful.
Reviewer Source 
Source: Capterra
June 21, 2019
Avatar Image
Michelle V.
Sales and Marketing Coordinator
Computer Software, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
5/10
Reviewer Source 
Source: Capterra
January 14, 2019

“Decent CRM for the price”

ProsI really liked the integrated scheduling calendar
ConsMany times I don't receive email notifications about new appointments that have been scheduled so I have to remember to check my calendar every day. I also wish some things were a little more streamlined, for example if I search for an email address and it's not in the database yet--I don't have an option to "add" I have to type it in all over again.

Vendor Response

By Agile CRM on January 25, 2019
Thank you for reviewing us. We see our team has clarified the same doubt an year ago (6th Oct 2017). The appointment email notifications are sent twice - 1. At the moment when the appointment is created. 2. Just ten minutes before the scheduled time. These notifications maybe blocked if there are any filter options configured in the email clients. Thank you for suggesting feature requests. We will incorporate them in our roadmap.
Reviewer Source 
Source: Capterra
January 14, 2019
Jim M.
Director
Marketing and Advertising, 1-10 employees
Used the software for: 6-12 months
Overall Rating
1/5
Ease of Use
3/5
Customer Service
1/5
Features
2/5
Value for Money
1/5
Likelihood to Recommend
0/10
Reviewer Source 
Source: Capterra
July 31, 2017

“Absolute rubbish”

ProsThe idea is great, the ability to have all this functionality in one package. There is not much else I can say about Agile.
ConsBasic functionality which is paramount on any CRM is useless. 30% of the email you send does not reach the recipient. I have contacted Agile 6 times about the same issue from support to top level management, and got zero response other than acknowledgement that this is serious and they would get back to me. Problem has been going for months. Most of the functions are half complete, they are there but don't actually do anything, they have been purely added to say that they have the functionality however it serves no purpose. My advise is don't get sucked into wasting your time and energy on this product as you will be very disappointed. Pay the extra money and get something that actually works. If you cant afford to do that, look at multiple applications that can offer the same service when combined. Just stay away from this thing.

Vendor Response

By Agile CRM on September 14, 2017
Hi Jim! We are sorry to hear about the inconvenience caused. Email delivery is a complicated concept which involves bounces, bulking, ISP feedback loops, email content and spam issues. Typically, the emails should land in junk/spam folders when your customers do not see them in the Inbox. We provide multiple options to deliver emails sent through Agile CRM. You can configure the Outbound email by providing the SMTP details. If you are using Gmail, just provide the login details. Now, what about the high volume of emails? Not to worry, we provide integration with popular email gateway providers like Sendgrid, Amazon SES, Mailgun. Just setup the email gateway by supplying any of the above account details and all your emails from Agile CRM will be routed through your own gateway account. This ensures you have better access to the email delivery stats and independent from from other users. Our friendly Support team is always available at support@agilecrm.com.
Reviewer Source 
Source: Capterra
July 31, 2017
Verified Reviewer
Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
July 26, 2017

“Unexpectedly great experience!”

ProsI stumbled upon Agile CRM while looking for an alternative to unreasonably expensive Infusionsoft, I had a first impression that this is just-another-nice-attempt sort of thing, but I was impressed it wasn't. What's really amazing about Agile is that in almost every aspect it exceeded my expectations. Friendly and very helpful customer support, very feature rich, easy to use, and more importantly it keeps improving. I definitely recommend it for small and medium businesses
ConsI think that the mobile application is still in its first steps. The controls are small and not the easiest to use on mobile, and navigation is also a bit clunky. It's not really unusable, but I'm just mentioning that it's a bit beyond the web app
Source: GetApp
July 26, 2017
Verified Reviewer
Information Technology and Services, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
May 18, 2017

“Easiest CRM I've used in years”

ProsIt's extremely easy to do almost everything in AgileCRM. For example: 1 uploading list of contacts. Super easy. 2. It's a pleasure to use it. The timeline shows every interaction with every contact in a very user-friendly and aesthetic way. 3. Setting up groups of contacts using tags and then filtering so you can focus and specific groups is soooo easy and helpful. 4. It's really fast for a cloud service as well.
ConsVery few to be honest, and they can be worked on: 1. Customer service. You can get bounced around until the right person helps you. But when they do, they work very hard to take care of whatever issue you need help with. 2. It would be great if their scheduling features included integration with gotomeeting.
Source: GetApp
May 18, 2017
Verified Reviewer
Information Technology and Services, 51-200 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
July 25, 2019

“Agile CRM Review”

OverallOverall, I'd say I've had a pretty satisfying experience with the product, nothing out of the world, but gets the job done.
Pros- Contacts import and export is very simple - Calendar and other time management tools are pretty neat - Great integration across multiple marketing tools - Social media and email campaign management is a great add - Detailed report-generation.
Cons- Organisation of different compartments within the tool can be a bit difficult - Rich feature-set leads to a challenging learning curve to go over.
Reviewer Source 
Source: Capterra
July 25, 2019
Benjamin R.
Unlicensed Assistant
Real Estate, Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
January 25, 2017

“Try it out - it won't disappoint”

OverallAfter having tried out several CRM systems, I stumbled across agile on an online forum. This system is incredibly flexible - while holding a lot of the crucial features (contact info, deal tracking, sales reports) it also offers a few customizable features that have not been seen elsewhere (landing page hosting, GoDaddy integration, full G-Suite integration). Our team of no-tech-savvy users were able to very quickly make their way through the program and have learned all the crucial features in very short order. It has been an absolute joy getting away from old paper-based practices.
ProsGreat for current Google Suite users, great for small teams, customizable landing pages, integration with most major URL hosting services (GoDaddy etc) and a very sleek app with support for Android and iPhone/iPad.
Cons"Powered by Agile" appears on emails sent from system, constant reminders to upgrade your plan along the top of the system, lack of ability to hide unneeded tabs/pages.
Recommendations to other buyersHave at least one person on your team who is comfortable with database set-up. While this program is easy to use, it does require a bit of basic know-how. HTML coding would be an asset for certain aspects of the system.
Source: GetApp
January 25, 2017
Verified Reviewer
Marketing and Advertising, Self-employed
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: GetApp
September 17, 2017

“Easy to use Marketing Automation”

ProsI love the marketing automation, where the use of a visual node builder helps you create campaigns that do just what you want them to. I've often found that even if I think something can't be done, a quick message to the support team and they come back with something I didn't know could be done.
ConsI think unsubscribe links should automatically be in all emails, rather than having to add them. I also think when you are a paying user, it shouldn't have the 'sent by Agile' at the bottom of the email.
Reviewer Source 
Source: GetApp
September 17, 2017
Verified Reviewer
Events Services, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
July 11, 2017

“What a great and user friendly CRM”

OverallAfter trying many other CRMs we all have fallen in love with Agile, this is the best word to describe. Is so easy to set up and very user-friendly. Just finished imported our Data from Zoho and all looks good. I have given up spending time in Zoho CRM that almost forces you to enroll in what I can only describe as a university course. Agile has some things that need improvement but the development team doesn't stop bringing out new features and tools and you can also post your development ideas into a Forum and this can be voted by other users, I have already something being developed using this tool. If you want something simple to use but also fool of cool features this is the system to go. I love the Chrome extension where you can add contacts on the go from any web page (including the great Linkedin fetch contact details feature). Looking forward to the new feature releases.
ProsTime to set up, User-friendly, Zapier integration, Modules (sales, marketing and help desk), Price, Email marketing, Web activity tracker, Web forms and landing pages builder, Filters and Tags for creating lists.
ConsDKIM and SPF still a little hard to set up, Help Desk database still being populated so you have to contact the Agile care team more often, but improving.
Recommendations to other buyersIf you want something that is easy to set up and easy to use, you won't be disappointed. Loads of nice surprises with some quirk features
Source: GetApp
July 11, 2017
Wil C.
Technical Director
Information Technology and Services, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
March 31, 2017

“Infusionsoft killer!”

OverallThe feature set of Agile is right up there with the best of the best, but at a much better price point. Agile has some great marketing automation tools such as drag-and-drop campaign building and full life-cycle email tracking.
ProsThe feature set of Agile is right up there with the best of the best, but at a much better price point. Agile has some great marketing automation tools such as drag-and-drop campaign building and full life-cycle email tracking.
ConsIt's not currently possible to have more than one email signature which is a real shame, as we would like to use different signatures and addresses for different campaigns. This is, however, a minor inconvenience when stacked against all the things that Agile DOES do.
Source: Capterra
March 31, 2017
Adam A.
Director
Marketing and Advertising, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: SoftwareAdvice
May 10, 2018

“Outstanding software CRM platform that has the bells and whistles. ”

OverallI love this Agile CRM and highly recommend this to your business.
ProsThis software is easy to learn and allows a business to use it for sales and marketing as well as customer service. You will find it complicated to start with but after a week you will love using it. I found that is helped me do many different campaigns and sales strategies to gain new business and reach out. I spent 6 months researching CRM software platforms and I have narrowed it down to Agile CRM. They also have excellent customer service if you need them and their pricing structure is really goo especially if you are a small business.
ConsI have found very little to complain about as this software has it all and even offers real time email tracking. I guess they could make the layout customisable if anything.
Reviewer Source 
Source: SoftwareAdvice
May 10, 2018
Verified Reviewer
Banking, 501-1000 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
March 25, 2019

“The UI is the selling point ”

Overall Overall, my team and I have had a very positive experience with Agile CRM. I am Magine that it works like most CRM's, but what I like most is how intuitive it seems to be and the level of customer support we have experienced.
ProsAgile CRM has a great UI, which my team was quick to pick up on. For a CRM, the easier it is to use, the quicker your team members will adopt it and maximize its potential. The ease of use that Agile CRM offers makes tracking information simple.
ConsEven though you can customize dashboards and your tools, I think that Agile CRM tries too hard to be "flashy". Sometimes, the canned dashboards are more distracting than helpful. It's not really a con, but rather a preference. There is definitely substance, but style needs to be turned down a little.
Reviewer Source 
Source: Capterra
March 25, 2019
Verified Reviewer
Computer Software, 51-200 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
5/5
Customer Service
3/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
January 1, 2019

“Trustworthy but still in development ”

OverallOverall it is still a useful and very promising tool. I think it needs a few fixes but does the job well.
ProsIt has really good features, especially the email automaton which is different and more ingenious from all competitors: it's a simple drag and drop with icons that represent actions (send/ time / send 2 or third mail if the first one was opened ect.)
ConsIs too pricey for starting businesses and could improve the filtering system of contact lists. It's doesn't always take in account tag addition or tag removal, and doesn't automatically delete contact that were added a second time. About the support team: they will really try to help you if you encounter any issues. However, they can be really hard to understand sometimes due to their accents.
Reviewer Source 
Source: Capterra
January 1, 2019
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Chris W.
Chief Marketing Scientist
Marketing and Advertising, Self-employed
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
2/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
December 18, 2018

“Solid, but not Spectacular”

OverallAll that said, it does do an incredible job at helping me stay in front of and build dossiers on prospects and clients.
ProsIt's free for their basic package and very inexpensive to scale. While the interface looks like 2003 it has some very advanced tools for 2018, namely automated SMS. That's a game changer to not have to incorporate a second piece of software into your marketing campaign.
ConsNot intuitive whatsoever. The learning curve is steep. Creating IFTTT automation is done on a flowchart instead of a menu. That is perfect for visual people. I'm not a visual person.
Reviewer Source 
Source: Capterra
December 18, 2018
Verified Reviewer
Entertainment, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
October 8, 2018

“Get the most features with Agile; with great and quick-responding tech support team”

ProsI have been on the search for a great CRM software that I can possibly use for a long time with none to minimal problems or something that agrees with my needs completely. With Agile CRM, the features are perfect for my needs and offer more. I use the help desk features more than often, it is something that really lightened my tasks with my job. The possibility to manage different data allows increased organization. The Call center features allow call recording, logging and scripting of calls from customers. It offers so much aid for any customer service personnel.
ConsMarketing campaigns for initial subscription are very limited with such a high price, which seems too expensive for the initial rate.
Reviewer Source 
Source: Capterra
October 8, 2018
Verified Reviewer
Unspecified
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
6/10
Source: GetApp
July 10, 2017

“Pretty Good for Non-Techie User”

ProsNot too hard to figure out how to add contacts, dashboard, tasks etc. It is very cheap for only 1 user, so if you are a small company, it is a good solution. On my own I could figure out how to do mass emails, add graphics and photos to them, track the opens in the campaigns. I don't use many of the other features.
ConsWhen adding a new contact, with a new company name, the software will not allow accept a new company name unless I type it in and then click my cursor in the far right end of the email box to move to fill in that box. Very annoying. Once an email template is set up and the email is sent, they do not always look the same on the recipient's computer screen as they did on mine. I am not talking about different types of devices, I am talking about a computer screen looking different. The type can re-flow to end up with odd widows. Having to make an appointment with a Customer Service Rep to answer a question is a hassle.
Source: GetApp
July 10, 2017
Michael S.
CEO & Co-Founder
Computer Software, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
10/10
Source: Capterra
July 5, 2017

“Need a all in one tool? Agile CRM does solve that!”

OverallWe are able to handle all sales, support & marketing activities with AgileCRM. The biggest benefit is indeed, that everything is in one tool. On top of it, you can even add widgets for your accounting so everything can be done from within Agile.
ProsWe was probably testing every available CRM on the market for quite a long time. The reason of chosing AgileCRM, is simple. It combines everything we need to have. A CRM, a Helpdesk with Ticketsystem, a Livechat and even a Marketing Module with campaign dripping feature. Once you got to know the system and the way how it works, you are able to simply keep yourself updated to everything which is going on with your clients and prospects. We also appreciate the quick help we always got from their support team. Literally, we do feel very comfortable with it and can highly recommend it to everyone who is searching for a solution which is covering all aspects of it's business.
ConsI have to admit, it was a bit of a learning process in order to get used to the way stuff is handled in AgileCRM. However, you have to do this anyways with every CRM Solution.
Source: Capterra
July 5, 2017
Verified Reviewer
Computer & Network Security, 1-10 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
3/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
April 2, 2019

“A good CRM tool, features riche”

ProsAll modules are integrated: Marketing, Sales and Support. The solution is very features rich, it is a good Hubspot replacement at a fraction of the price.
ConsThe support is based out of India, it is hard to understand the dedicated support person we have. Also, it can take 1-2 weeks to get your support person on the phone, so if you have deadlines, you are in trouble.
Reviewer Source 
Source: Capterra
April 2, 2019
Adam H.
Software Development Engineer
Real Estate, 1-10 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: GetApp
November 20, 2018

“A Cost Effective Alternative to More Expensive CRMs”

ProsMy company was looking into using the Salesforce Sales Cloud. They asked me to look into alternatives and this is what I came up with. For a lesser cost, you get pretty much the same stuff Salesforce puts out on their base tier cloud. The Agile CRM is great for small startups like mine because it allows you to have a central location to see all of your customers. The drag-and-drop interface is really nice and adds to the ease of use.
ConsI suppose the biggest gripe i've had with this software is that you only get 5 marketing campaigns with the base tier package. They don't have a lot of email templates, which might be a con for some people, but for my uses it's pretty fine.
Reviewer Source 
Source: GetApp
November 20, 2018
Mark H.
Director
Security and Investigations, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 17, 2017

“The perfect sales, marketing and support tool for our business”

OverallThis software is THE tool we use to manage our customer interactions - all of them. From service, the marketing and sales follow up,
ProsThe breadth of options is amazing. The opportunities to engage with customers via Agile are many, in fact I have not used a CRM system that offers so much business engagement opportunity. This software is real value for money. You get a quality product, speedy service when needed. Agile helps us to have a truly professional customer experience. I have used many CRM systems over the last 10 years. Agile CRM is the one for me.
Reviewer Source 
Source: Capterra
August 17, 2017
Pete J.
MD
Marketing and Advertising, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 17, 2017

“Love it and rely on it every day. The software is easy to use and the support outstanding”

OverallA single source to aggregate all my contacts and my email conversations, as well as tracking email campaigns and form downloads. Ideal for a small to medium business on a budget
ProsAllows me send my weekly newsletter to my subscribers and to track which links they click on. The support has been superb
ConsFor me the costs are a little higher than originally advertised - but still way better value for money than anything else I've found
Reviewer Source 
Source: Capterra
August 17, 2017
Esther D.
Credit Coach Administrator
Financial Services, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
3/5
Ease of Use
5/5
Customer Service
3/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
5/10
Reviewer Source 
Source: Capterra
July 31, 2017

“we have work or differences ”

Overallthey are very easy to used and very user friendly I am very glad we could still work together because we know as company they have very easy CRM program to used
Pros is very friendly but that about it, they program has a lot of things to make your sales work but if you do not have the regular you wont have access to anything.
ConsI did a review because I was very upset with agile here is the previous review: they are bad at costumer service I would have more luck working with a wall at least she would listed and act like she is trying to help, the manager for support was so horrible to work with when ask to help with option he didn't help me I trying to be as patient with them but I really feel that they just ripped us off. I did a previews review on them because so far was it was all good but once I did, it was like they did not want to try any more. as of today they have help me with the problem and we manage to get everything resolve they saw the mistake the made and help us with the problem at hand I am very glad we could still work together because we know as company they have very easy CRM program to used

Vendor Response

By Agile CRM on September 18, 2017
Hi Esther, thank you for taking your time to review us again. We are glad that your past experience was positive and happy to see that your confidence in the product and support is restored. Agile CRM is a versatile product loaded with features and is designed after surveying various businesses on many parameters like size, business workflow, number of product pipelines. We have the monthly plans and you can always switch to any plan of your choice. Our pricing plans are designed to keep the product affordable to all the small and medium businesses without losing all the core capabilities of the product. We try to be fair with all our customers and to protect this, any exceptions are not encouraged. Our efforts are always to make an easy to use product and a friendly service. Agile CRM is the bottom band in pricing and upper band in features. We request you to write to support@agilecrm.com and our friendly support team will provide the best resolution.
Reviewer Source 
Source: Capterra
July 31, 2017
Woody W.
CEO
Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Source: Capterra
July 6, 2017

“Amazing CRM solution that has everything you could want and more!”

ProsAgile CRM takes care of everything an SMB could need including marketing, sales, and business process automation in a simple and easy to use package that is not cluttered with unnecessary stuff!
ConsThe mobile app could use some work. It requires you to "log in" every time you open it and although it gives you access to everything it can be a little cumbersome to use on a small phone screen.
Source: Capterra
July 6, 2017
George T.
Operations Manager
Health, Wellness and Fitness, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 13, 2019

“CRM that punches above its weight class ”

ProsFirst and foremost the campaign function on Agile CRM is my favourite feature. I have the ability of building out campaigns for the entire lifecycle of my clients and leads. Also, integrating Agile with other software has been unbelievably easy, and any hiccups I've ran into I've been able to reach out to the Agile CRM team for a solution or workaround without any problems. Lastly, the customer profiles are so well layed out and among the best I've seen.
ConsMy only con is the SMS feature. While I can easily set up and send SMS in my campaign, you will need a dedicated SMS management Software to deal with day-to-day texting communication.
Reviewer Source 
Source: Capterra
March 13, 2019