--- title: "Agile CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Agile CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/135148/Agile-CRM/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Agile CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Agile CRM ## What is Agile CRM? Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface. ## What is Agile CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Email Marketing](https://www.capterra.com/email-marketing-software/)[Task Management](https://www.capterra.com/task-management-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 525 user reviews Reviews sentiment Positive 79% Neutral 12% Negative 9% Pros & cons Versatile marketing automation features All-in-one customer management platform Frequent technical problems and glitches Unreliable and limited email management Starting price $8.99 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... - CRM / 2026 - Help Desk / 2026 - SMS Marketing / 2026 - Contact Management / 2025 - Customer Service / 2025 - Email Tracking / 2025 - Lead Generation / 2025 - Sales Tracking / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Agile CRM?[Manage this product listing](https://www.g2.com/products/agile-crm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Agile CRM 4.1 (526) VS. [4.5 (4,493)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $8.99 Per Feature Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (503) Ease Of Use 4.4 (4,394) Value For Money 4.1 (445) Value For Money 4.3 (3,522) Customer Service 4.0 (440) Customer Service 4.4 (3,532) ## Agile CRM alternatives [4.4 (19,024)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (7,010)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (745)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/135148/Agile-CRM/alternatives/) ## FAQs about Agile CRM Overview ### What problems does Agile CRM solve? Agile CRM solves scattered lead, customer, and campaign data by centralizing contact records, deal stages, tasks, email activity, and support interactions. Marketing and sales teams use segmentation, lead scoring, website triggers, and automated email or SMS follow-ups to nurture prospects, prioritize outreach, track engagement, and measure campaign results. Answer based on 297 reviews Overview ### Which roles and teams benefit most from Agile CRM? Agile CRM is most used by business owners, founders, and executives who need visibility into customer relationships, sales activity, and team performance. Marketing and sales managers use it to run campaigns, track leads, and manage follow-ups, while operations, project, and technical teams coordinate customer data, workflows, and service tasks. Answer based on 467 reviews Overview ### What company size and industries is Agile CRM built for? Agile CRM is designed for small to medium-size businesses needing sales, marketing, and service automation, with Marketing and Advertising leading adoption at 15%. Reviewer data is concentrated among small businesses (85%), while Information Technology and Services accounts for 10% and Computer Software 6%; midsize and enterprise reviewers represent 7% and 8%, respectively. Answer based on 526 reviews Features and Usability ### What are the key features of Agile CRM? Agile CRM includes core contact management, lead management, sales pipeline management, and task management for tracking customer interactions and follow-ups. Its differentiating marketing features include email campaign management, drag-and-drop workflow automation, lead scoring, customer segmentation, and email tracking, while help desk tools support ticket management. Answer based on 169 reviews Integrations ### Which third-party tools and platforms does Agile CRM integrate with? Agile CRM integrates with Zapier, WordPress, Twilio, Mailchimp, WooCommerce, Gmail, QuickBooks, and ClickDesk. Its catalog includes over 30 integrations spanning website lead capture, email, accounting, telephony, and live chat. Zapier also connects Agile CRM with additional third-party applications for workflow automation. Answer based on 93 reviews Getting Started and Support ### How easy is it to onboard and train a team on Agile CRM? Agile CRM offers in-person and live online training, webinars, documentation, and videos. Reviewers report that small teams and users handling core CRM tasks can get started quickly, sometimes within an hour. New CRM users, admins, and teams configuring automations or advanced features need more focused training and time to learn the interface. Answer based on 28 reviews Getting Started and Support ### What customer support options does Agile CRM offer, and how do users rate the experience? Agile CRM offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live representative support, and chat. Users often report fast, patient, helpful assistance and useful onboarding, but experiences vary: some cite slow follow-up, unresolved technical issues, difficulty reaching knowledgeable representatives, and weak help documentation. Answer based on 169 reviews Security ### How does Agile CRM handle data security and access control? Agile CRM uses user-permission add-ons and secure cloud storage to protect client information, while centralizing and logging client communications and changes. Reviewers also report access-related issues, including repeated password prompts, failed password-reset emails, and difficulty retrieving company backups without permission. One reviewer questioned its suitability for high-value work. Answer based on 11 reviews Email campaigns ### How well does Agile CRM handle email campaigns? Agile CRM supports targeted email campaigns with segmentation, drag-and-drop automation, templates, scheduling, and open and click tracking. Small business and marketing teams value keeping campaigns alongside contact records and lead scoring. Some users, however, report limited builder controls, template options, and occasional email delivery or campaign-sending reliability issues. Answer based on 116 reviews ## Who uses Agile CRM? Based on Capterra reviews from the past 5 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Versatile marketing automation features 91% positive reviews out of 44 Most reviewers describe marketing automation as user-friendly, customizable, and effective for managing campaigns and improving outreach. Frequent technical problems and glitches 64% negative reviews out of 104 Most reviewers find bugs and issues disrupt workflows, cause slowdowns, and often remain unresolved despite repeated support requests. Farman K. Software Developer, 11 - 50 employees. "Many users mention glitches, slowdowns, and other issues with automations or integrations from time to time, which get irritating when relying on the platform for everyday sales and support." All-in-one customer management platform 95% positive reviews out of 41 Most reviewers indicate customer relationship management benefits from integrated tools, robust automation, and streamlined client tracking. Unreliable and limited email management 55% negative reviews out of 89 Most users comment email management suffers from delivery failures, integration problems, formatting issues, and restrictive sending limits. Comprehensive solution for small businesses 100% positive reviews out of 30 Reviewers appreciate small business support through affordable pricing, easy setup, and scalable features tailored for growth. Difficult cancellation and refund process 100% negative reviews out of 20 Most users report cancellation and refunds involve lengthy procedures, unresponsive support, and unauthorized charges after account closure. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Agile CRM includes **Customer Database**, giving teams a central place to store and manage customer information. However, it does not offer **Data Security** or **Real-Time Data**. Instead, it provides other important CRM features that reviewers also rate highly, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). These features help businesses organize contact records, find information faster, and keep customer details accessible for daily sales and service work, allowing teams to manage relationships more efficiently. Customer Database 3.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Contact Database 4.2 (34) 41.18% of 34 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Search/Filter 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Contact Management 3.9 (49) 44.90% of 49 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 3.7 (36) 44.44% of 36 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Sales Pipeline Management 3.8 (28) 28.57% of 28 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Agile CRM 231 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Account Alerts: Informs of any account changes and notifications - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - App Notifications: Set-up notifications and alerts for mobile apps. - Appointment Scheduling: Schedule appointments via a calendar - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Auto-Dialer: System that automatically dials calls - Automated Publishing: Establish rules for automatic propagation of social media posts across one or more channels - Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules - Automatic Call Distribution: Distribute/route/connect calls - Automatic Outbound Dialer: Dials outbound calls automatically - Autoresponders: Create and automatically send premade copy in response to customer messages - Behavior Tracking: Track visitors'/audience's responses across web pages and other optimized content - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Blended Call Center: A call center that both makes and receives calls - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Center Management: Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. - Call Disposition: Track and report on call outcomes - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Call Monitoring: Listen to live phone conversations for the purpose of training and assessing agent performance - Call Recording: Record the audio of phone conversations for quality assurance purposes - Call Routing: Sends voice calls to a specific queue based on predetermined criteria - Call Scheduling: Schedule date and time for callbacks/follow-up calls or reminders - Call Scripting: Provide agents with a typical response for common call subject matter - Call Tracking Metrics: Measure campaign influence through collection of keyword tracking and revenue sources - Caller ID: Identify the number and contact information of a caller before answering the phone - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Scheduling: Set campaign schedules by selecting start, pause, and end dates - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Campaign Specific Signature: Create email signatures specific to a campaign - CAN-SPAM Compliance: Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Click Tracking: Track the amount of clicks on individual products to measure campaign results - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Competitive Analysis: Evaluating strengths and weaknesses of companies with the same target audience - Computer Telephony Integration: Computer-telephony integration is the use of computers to manage telephone calls - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - Conversion Rate Optimization: Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Management: Store and organize information about customers and previous interactions - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Campaign Management: Plan, execute, and analyze email marketing campaigns - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Monitoring: Ability to oversee and optimize the operations of a mail server - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Field Sales Management: Manage or track sales completed by field teams/employees - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For iPad Devices: Operate/access software on iPad Devices - For Mac Devices: Operate/access software on Mac Devices - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Gamification: Games or game-like elements to track progress and reward accomplishments - Geotargeting: Geographic location of visitors determines behavior of the software - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Help Desk Management: Managing service requests, incidents, IT issues & support with a ticketing system - Image Library: Store and manage images - Inbound Call Center: A call center that primarily receives calls, typically customer service focused - Inbox Management: Organize, prioritize, and manage incoming communications - Influencer Tracking: Identify and track activity, including generated revenue, of prominent social media personalities that have sway over public opinion - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - IVR: Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response - Keyword Filtering: Monitor and collect information from social media based on specific keywords - Keyword Tracking: Track and monitor a specific set of keywords - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Lead Verification/Validation: Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc. - Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams - List Management: Manage contacts across multiple mailing lists - Live Chat: Ability to chat online in real time - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Macros/Templated Responses: Templated responses for responding quickly to recurring support requests - Manual Dialer: Agents choose who to call and when - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mass Texting: Send messages to multiple subscribers at the same time - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile App: Access the system via a mobile application - Mobile Coupons: Electronic coupons delivered to a mobile device that can be exchanged for a discount - Mobile Keywords: Unique word that contains letters or numbers that identifies specific campaigns - Mobile Optimization: Optimize content to ensure it is easily accessible for mobile users - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Account Management: Manage and post content across multiple social media accounts and platforms simultaneously - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Management: Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service - Notification Scheduling: Schedule when notifications are sent - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Outbound Call Center: A call center that primarily makes calls, typically sales focused - Percent-Complete Tracking: Level of completion within a task - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Post Scheduling: Schedules specific times for content to appear on social media platforms, blogs, websites etc. - Power Dialer: System automatically dials the next number on the contact list after the previous call ends - Predictive Dialer: System calls multiple numbers at once and connects the agent to the first number that answers - Preview Dialer: System provides callee information to agent prior to the call to help determine whether or not to make the call - Product Catalog: Present a catalog of inventory that customers can view - Progressive Dialer: Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Tracking: Monitor the progress of projects from start to finish - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Chat: Engage in direct, instant messaging with customers, users, etc. - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Recurring Tasks: Set the frequency of a task's occurrence - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Response Management: Planning and managing of resources and procedures to mitigate the impact of events and incidents - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Routing: Plan daily routes to optimize employee scheduling and provide directions - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scheduled Messaging: Send individual or bulk text messages at predetermined times - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Service Level Agreement (SLA) Management: Set and monitor service level agreements to ensure timely response and resolution - Shared Inboxes: An email inbox that can be accessed and managed by multiple individuals - Signature Creation: Create and design custom email signatures - Signature Management: Add and maintain centralized email signature(s) across an organization - Signature Templates: Premade templates and examples for email signatures - SMS Marketing: Send promotional campaigns or transactional messages via text messages - SMS Notifications: Set-up SMS-based notifications and alerts for mobile devices. - Social Listening: Monitor social media sites for specific keywords - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Social Media Monitoring: Track activity on sites such as Facebook, Twitter, Instagram, etc. - Spam Blocker: Filters used to determine different types of malware threats - Sub-Task Management: Split and manage tasks into individual components - Subscriber Management: Add or remove subscribers from mailing lists - Support Ticket Management: Allow customers/users to submit support queries and service requests - Support Ticket Tracking: Track the status of support tickets/escalations as they move through the service queue - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Editing: Edit task information and all related elements - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Task Tagging: Add labels or tags to tasks - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Ticket Management: Track, manage, or resolve user requests and IT incidents/issues - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time on Site Tracking: Track the amount of time users spend on websites - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - User Interaction Tracking: Monitor user activity through engagement methods - Voice Mail: Computer-based system that allows users to send and receive voice messages - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web Notifications: Set-up notifications and alerts for web browsers and apps. - Web-based Deployment: SaaS, web-based, online deployment - Website Analytics: Track and analyze information regarding website visitors - Website Integration: Seamlessly integrates with 3rd party websites - Whitelisting/Blacklisting: Control system access and/or deliverability for applications and email addresses - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Win/Loss Analysis: Analyze lost and won opportunities - Workflow Management: Create, design and manage workflows for repetitive tasks - WYSIWYG Editor: What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface --- Get Advice We can help you find the software with the features you need. Features 4.1 (496) 4.1 Based on 496 reviews ## Pricing Value for money 4.1 (445) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/135148/Agile-CRM/pricing/) Free $0.00 It includes: - 1000 Contacts and Companies - Appointment Scheduling - Contact Level Analytics - Custom Data Fields - Custom Deal Milestones - Documents - Email Templates Builder - Email Tracking - Form Builder - Landing Page Builder - Lead Scoring - Tasks - Unlimited Deals - Web Engagement Starter $8.99 Per Feature, It includes: - 10000 Contacts and Companies - 2-Way Email Integration - Activities - Appointment Scheduling - Canned Responses - Custom Data Fields - Custom Deal Milestones - Documents - Email Tracking - Groups - Labels - Lead Scoring - Reports - Tasks - Unlimited Deals - Views Regular $29.99 Per Feature, It includes: - 2-Way Email Integration - 2-Way Telephony - 50000 Contacts and Companies - Appointment Scheduling - Custom Data Fields - Custom Deal Milestones - Documents - Email Tracking - Lead Scoring - Mobile Marketing - Social Monitoring - Tasks - Unlimited Deals Enterprise $47.99 Per Feature, It includes: - 2-Way Email Integration - 2-Way Telephony - Access Controls (Acls) - Appointment Scheduling - Automated Voicemails - Basic - Call Recording - Chrome Extension - Custom Data Fields - Custom Deal Milestones - Custom Deal Tracks - Documents - Email and Team Reports - Email Tracking - Google/Shopify/Stripe Sync - Lead Scoring - Post Call Automation - SES/Mandrill/Sendgrid Integration - Tasks - Unlimited Contacts and Companies - Unlimited Deals Value for money 4.1 (445) 4.1 Based on 445 reviews ## Integrations [ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Stripe Payments](https://www.capterra.com/p/123889/Stripe/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Meta for Business](https://www.capterra.com/p/213257/Facebook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (440) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (440) 4.0 Based on 440 reviews ## User reviews Overall rating 4.1 Based on 525 reviews Filter by rating Counts reflect reviews available in this feed. 5(248) 4(165) 3(63) 2(21) 1(28) Mentioned topic Recent reviews first, then most helpful CS Customer Service Rep Customer Service Rep Used the software for: Less than 1 year ### "Agilecrmden" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 15, 2026 Strong marketing automation features like email campaigns, workflows and lead nurturing and also a great value compared to other CRMs Pros This all-in-one platform reduces the need to switch between multiple systems by having sales, marketing, and customer service tools all together. Cons While affordable it took me some time in mastering automations, workflows and usage of advanced features. FS Francesco S. Sales and Marketing Manager Used the software for: 1-3 years ### "Agile CRM is a Dependable Customer Relationship Management Platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 3, 2026 I can describe my overall experience with Agile CRM as remarkable. Agile CRM is powerful to use and dependable. Pros Agile CRM is a friendly, reliable and organized customer relationship management platform. I am impressed by the simplicity of the interface of Agile CRM. Cons Since I started using Agile CRM, I am yet to encounter problems. Agile CRM has been a fantastic solution. SD Software Developer Software Developer Used the software for: 3-5 years ### "All‑in‑one CRM with built‑in task and team tools." 5.0 November 28, 2025 Well-configured, Agile CRM centralizes leads, tasks, and collaboration to make sure developers, sales, and support are on the same page regarding client history and next steps to avoid dropped follow-ups and miscommunication. This unified view helps teams move faster on opportunities and maintain better relationships without juggling multiple separate tools. Pros Agile CRM combines contact management, lead tracking, and task management, making it easy to tie follow‑ups and activities directly to deals and contacts for a dev-focused company like SoftWeb PK. The value for money is attractive, too, with a free tier for small teams and comparatively low entry pricing on paid plans that add automation and more advanced features.​ Cons Many users mention glitches, slowdowns, and other issues with automations or integrations from time to time, which get irritating when relying on the platform for everyday sales and support. AM Area Manager Area Manager Used the software for: 3-5 years ### "All-in-one CRM and team collaboration for restaurant strategy teams." 4.0 November 20, 2025 Agile CRM helped our team organize team tasks and maximize lead tracking, so our strategic initiatives are running much smoother. Real-time collaboration and automated workflows boost productivity and make managing multiple locations much easier. Pros It provides solid security and lets our team manage leads, tasks, and collaboration from one easy platform. The value for money is strong because its integrated tools streamline operations and make tracking progress easy, thus ensuring alignment across every location. Cons Advanced questions see customer support that's a bit slow, and it does take some effort to fully customize task tracking for restaurant operations. New team members require some ramp-up time, especially with the lead management features. Roni C. Communications Manager Used the software for: Less than 1 year ### "AgileCRM automates digital marketing for us" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 13, 2023 Agile CRM is the most important program within our company. We use it for the purpose of preserving our customer and prospect databases, managing email rounds, tracking contracts, reporting and a bit of marketing automation. We will often bring people in for a short period of time to use the system, especially if they are in a project management position. The mobile app, which has just been released, is excellent and offers almost all the fundamental features of the web version. Pros Agile CRM has some very remarkable Marketing Automation abilities that we are exploiting for now. It is possible to set up fundraising strategies, automated responses, and with Workato, it is possible to do even more. Agile CRM helps us get an accurate idea of where we are with respect to any possible deal. It monitors the replicas we enter freehand along with exhibits email correspondence and associated people, and handles things with the simple drive of a mouse. It is such an important portion of our company that you may not imagine an existence without it. If we didn't have it, it would mean missing important calls, not having up-to-date contact with many customers, suppliers and prospects, and losing track of them. Cons At the negotiation table, I would like Agile to report the number of days the agreement has lasted in that position. This information can be found in different places, but owning it on the Kanban board would be wonderful. I would like Agile CRM to also exhibit a figure of how existing marketing campaigns and automations relate to each other, in order to avoid nasty or repeated emails and other actions. It would be significantly more optimal if it were possible to access more information on the screen so you wouldn't have to dig so far outside the program and make decisions before executing your projects. CM CMO/COO CMO/COO Used the software for: 3-5 years ### "Agile - More than just CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 May 18, 2022 With an enormous set of automated tools and processes, using Agile has become absolutely essential to our operation. Potential sales are monitored along with KPIs and success rates. Another aspect I personally appreciate is that dashboards are modular/extendible, allowing me a complete overview of everything that matters to my work at a glance. Pros Having all our tools unified in one system, all our databases automatically completed and maintained, all interactions logged, and all processes tracked - has made Agile CRM the foundation of every department in our establishment. Given the price point over functionality and support, there is simply no alternative to Agile. Cons Although it would be difficult to find fault with Agile on the surface, Agile CRM lacks integration with a few niche APIs we happen to use. An H. Client Relationship Management Used the software for: Less than 1 year ### "Virtual Quality Account, Ease of use" 3.0 September 1, 2021 Simple using for only recorded and track deal is fine. If you expect to know in depth as Report, Forecast in Details, Customization as your needs this not a best choices. Pros AgileCRM offer the Score Lead and Star-Rank for People and Company, help you to priority your time to spend on account and feedback to marketing team on their campaign lead. Deal board offer 3 view as complex/tight/wide depend on what you want to see the distances of each stage. Product is offered, include discount too, save your time. People in Company show as table you could choose column and see information you want with scroll to right Cons Default size of column, if you choose much column system narrow size default column as Name it make user hard to recognize account with just few word. Report for only for enterprises plan if below you only offered Weekly Report. Deal Widget shown only line chart, piece chart for forecast revenue/ quantity of deals, cant click to see details Michael B. Founder Used the software for: 1-3 years ### "Agile CRM - Lots of features, mediocre execution" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 February 8, 2024 I really want to like it. Such a good price for great features and a good UI. But some glitches prevent me from using it any longer. Pros Great features for the price. Nice User Interface. Intuitive. Cons Email marketing bounces back and other email challenges never really got resolved. OW Owner Owner Used the software for: Less than 1 year ### "Good little CRM for a great price " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 April 9, 2021 Great system for tracking and following up with clients through the sales, marketing and implementation phases of the customer relationship. Pros Agile has a very expansive set of features that I could not find on other similarly priced products. It is reasonably priced for solopreneurs and offers a grown-up set of features for even small companies. The system is very configurable and offers user-defined fields for contact, company, and deal records - most other CRM solutions don't. Cons It looks like it needs a facelift - the UI could be improved as it doesn't look like there has been an update in many years. I would like to see a view that combines the information from contact, company, and deal records on one screen. MD Managing Director Managing Director Used the software for: 3-5 years ### "Good CRM but with some major ongoing bugs that they will not resolve" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 5/10 December 2, 2020 I have been using since 2008 - connecting JSON nodes to read data directly from Google sheets. I know more about Agile then most of their own staff. I have brought this exact issue many times.... and no change. So beware of this company, and the stupid bugs they refuse to fix. Pros Emails are cheap to send -- JSON node is very powerful allowing high levels of integration and automation. Cons Bug when trying to "copy" a campaign. It just gets stuck after adding the word "copy" to the start of the campaign name, and a pop up saving "saved" does not show. If you don't realise you did not see the popup, then you then think it has made the copy.... but you are still working in the old campaign. Many times this has lead us to overwrite our original campaign. Right now, I simply need to copy the campaign so send another our email for Black Friday. After 30min trying everything, including restarting my computer. I still have this bug and cannot complete a very simple task --- which now is proving very costly. 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