Agile CRM Review 2025: Pricing, Features, Pros & Cons, Ratings & More
Co-Founder and Chief Data Scientist
Agile CRM: Top CRM Software
3.85 / 5
Featured CRM Software Alternatives for Agile CRM
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Agile CRM Review
What is Agile CRM
Agile CRM software features center around streamlining sales, marketing, and customer service processes within a unified platform. It offers robust contact management, allowing businesses to organize and segment customer data for more personalized communication. This functionality supports detailed customer profiles, helping teams tailor their outreach effectively.
The platform's marketing automation capabilities enable the creation of targeted email campaigns with automated sequences triggered by specific user actions. Businesses can design responsive templates and track engagement metrics such as open and click rates. Additionally, Agile CRM integrates web analytics and landing page tools to capture leads and analyze visitor behavior.
Regarding how Agile CRM improves sales, it provides customizable pipelines for deal tracking and automates follow-ups, reminders, and task assignments to reduce manual effort. Integration with telephony systems enhances communication by enabling call tracking and recording, which supports more efficient sales workflows.
Customer service features include ticket management, helpdesk automation, and feedback tracking to ensure timely and consistent support. These tools help prioritize issues and maintain detailed records, boosting overall satisfaction. Agile CRM also supports API access and integrates with various third-party applications, facilitating seamless data synchronization across channels.
Security measures such as role-based access controls, encryption, and backups protect sensitive information. The platform is accessible through web and mobile apps, allowing flexible management of customer relationships. For companies interested in maintaining data integrity and exploring options for data safety, reviewing popular backup softwares might provide valuable insights.
Featured CRM Software Products
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$8/per user/per month
Yes
customizable dashboards, automated follow-ups, advanced analytics
Editor's Take
monday.com Sales CRM is a customizable platform designed to streamline sales processes, enhance team collaboration, and improve pipeline visibility. Its intuitive interface enables users to manage leads, track deals, and automate repetitive tasks with ease. The CRM integrates seamlessly with popular tools like Gmail, Slack, and HubSpot, ensuring a centralized workflow. Features like customizable dashboards, automated follow-ups, and advanced analytics help sales teams stay organized and focused on closing deals. With scalability in mind, monday.com caters to businesses of all sizes, offering flexible pricing plans and robust customer support. It’s an excellent choice for teams seeking efficiency and adaptability.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$7 per user per month billed annually
15 days
lead generation, sales pipeline management, workflow automation
Editor's Take
Zoho CRM is a flexible and comprehensive customer relationship management platform designed to help businesses manage and grow their customer relationships effectively. With tools for lead generation, sales pipeline management, workflow automation, and analytics, Zoho CRM is suitable for businesses of all sizes across a variety of industries.
Zoho CRM enables teams to streamline sales processes by capturing leads from multiple channels, tracking interactions, and managing every stage of the sales cycle. The platform offers customizable dashboards and reports, providing insights into sales performance and customer behaviors to help make data-driven decisions. With powerful automation features, Zoho CRM allows businesses to set up workflows for routine tasks like follow-ups, lead scoring, and email notifications, reducing manual work and enhancing productivity. The platform integrates with popular tools, including the Zoho suite, Microsoft 365, and G Suite, enabling a seamless connection across teams.
For businesses aiming to improve customer engagement, close deals faster, and enhance team collaboration, Zoho CRM delivers a scalable, user-friendly solution to drive sales and customer satisfaction.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
By quote
Yes
Lead Management, Contact Management, Workflow Automation
Editor's Take
Salesforce CRM is a leading customer relationship management platform known for its robust functionality, scalability, and extensive customization options, making it suitable for businesses of all sizes, from startups to large enterprises. Built to streamline sales, marketing, customer service, and analytics, Salesforce CRM empowers teams to manage customer interactions, optimize workflows, and drive growth from a single, cloud-based platform.
Salesforce CRM provides a complete view of customer data, enabling teams to track interactions, manage leads, and automate tasks throughout the sales pipeline. With powerful tools for reporting and analytics, Salesforce offers insights into sales performance, customer trends, and campaign effectiveness, allowing teams to make data-driven decisions. The platform’s automation capabilities reduce manual workloads with customizable workflows, automated follow-ups, and lead scoring, ensuring a smooth customer journey. Integrations with thousands of third-party applications, along with its own suite of services, make Salesforce a highly adaptable solution for businesses looking to connect their CRM with other tools.
For organizations focused on enhancing customer engagement, improving team efficiency, and scaling their operations, Salesforce CRM delivers a powerful and versatile solution tailored to support long-term business growth.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
How much does Agile CRM cost
Agile CRM: Top CRM Software
3.85 / 5
Free Plan
- Available at no cost for up to 10 users
- Basic CRM features including contact management and deal tracking
- Limited email campaigns and marketing automation
Starter Plan
- $8.99 per user per month, billed annually
- All Free Plan features plus 1,000 branded emails monthly
- Enhanced marketing automation and email tracking
- Integrations with popular third-party apps
Regular Plan
- $29.99 per user per month, billed annually
- Includes all Starter Plan features plus 10,000 branded emails monthly
- Advanced marketing automation and campaign analytics
- Workflow automation and lead scoring
Enterprise Plan
- $47.99 per user per month, billed annually
- All Regular Plan features plus 50,000 branded emails monthly
- Dedicated account manager and priority support
- Access to all integrations and advanced customization options
Agile CRM offers a free trial to evaluate the software before choosing a paid plan.
What are the pros of Agile CRM
- Centralized contact database with segmentation and detailed interaction tracking
- Marketing automation including email campaigns, lead scoring, and web activity monitoring
- Sales tools for deal tracking, task management, and calendar-based appointment scheduling
- Built-in telephony with click-to-call, call recording, and automatic logging
- Customizable workflows and drag-and-drop interface for streamlined process automation
What are the cons of Agile CRM
- Complex interface with a steep learning curve for beginners
- Limited dashboard and report customization compared to other CRM tools
- Automation workflows are hard to configure and lack adaptability
- Mobile app suffers from slow load times and occasional crashes
- Basic reporting and analytics without in-depth insights or customizable metrics
- Weak integration options beyond major business applications
What are the core features of Agile CRM
Agile CRM: Top CRM Software
3.85 / 5
Agile CRM delivers a comprehensive suite of tools designed to streamline sales, marketing, and customer support processes. Its diverse capabilities help businesses manage relationships, automate workflows, and enhance communication across multiple channels.
- Contact & Account Management centralizes customer and company data, simplifying communication and relationship oversight.
- Opportunity & Pipeline Management tracks deals through customizable sales stages, improving forecast accuracy and prioritization.
- Task and Activity Management enables scheduling and monitoring of sales and marketing tasks to ensure timely follow-ups.
- Territory & Quota Management helps define sales territories and set targets, balancing workloads and measuring performance.
- Customer Contract Management stores contracts and renewal dates to ensure compliance and timely renewals.
- Email Marketing offers drag-and-drop campaign design and automation for personalized outreach.
- Campaign Management coordinates multi-channel marketing efforts integrating email, social media, and web interactions.
- Lead Management automates lead capture, scoring, and distribution, enhancing conversion rates.
- Marketing ROI Analytics provides insights into campaign effectiveness and investment returns.
- Case Management logs and tracks customer issues to facilitate efficient resolution.
- Customer Support Portal empowers users to submit tickets and access self-service resources, reducing support burdens.
- Knowledge Base maintains FAQs and guides to assist both customers and support staff.
- Call Center Features include call logging, recording, and scripting to enhance telephonic support.
- Support Analytics delivers detailed reports on ticket trends, agent performance, and customer satisfaction.
- Dashboards provide customizable visual summaries of key sales, marketing, and support metrics.
- Web Engagement tracks visitor behavior and triggers automated actions to convert traffic into leads.
- Social Media Monitoring tracks brand mentions and manages social campaigns within the platform.
- Appointment Scheduling syncs calendars and enables automated meeting bookings to reduce conflicts.
- Mobile CRM grants on-the-go access to customer data and CRM features for sales and support teams.
- Workflow Automation creates custom triggers and actions to streamline routine processes.
- Third-Party Integrations connect popular email, social media, and helpdesk tools for enhanced functionality.
- Data Security and Permissions enforce role-based access controls to protect sensitive information.
- Custom Fields and Modules allow tailoring of the CRM data structure to specific business needs.
- Lead Scoring assigns values to leads based on behavior and attributes for prioritized follow-ups.
- Multi-Channel Communication unifies email, phone, SMS, and social messaging in one interface.
- Sales Gamification uses badges and leaderboards to motivate sales teams through friendly competition.
- Document Management enables uploading and tracking of sales and support materials within contact records.
- Real-Time Notifications alert users to important events like lead actions and task deadlines.
- Bulk Data Import and Export supports seamless customer data migration and backups.
- API Access allows developers to create custom integrations and extend platform capabilities.
Benefits of using Agile CRM
Agile CRM offers a powerful blend of features designed to streamline customer relationship management by combining automation, integration, and intuitive design. In the following overview, prospective users will discover how its versatile tools benefit various business needs, enhancing sales, marketing, and support efforts effectively.
- Unified Automation Suite: Agile CRM integrates sales, marketing, and customer service into a single platform, eliminating the hassle of juggling multiple tools. This consolidation boosts efficiency by automating workflows across departments, saving time and reducing errors.
- Advanced Marketing Tools: The software empowers businesses with email marketing, social media connectivity, and web engagement tracking to nurture leads systematically. These capabilities help companies maintain consistent communication and improve campaign effectiveness.
- Sales Pipeline Optimization: With contact management, deal tracking, and detailed sales analytics, Agile CRM enables sales teams to prioritize leads and close deals faster. Its features support pipeline visibility and actionable insights to drive revenue growth.
- Streamlined Customer Support: Agile CRM’s helpdesk and ticketing system ensure customer inquiries are managed efficiently, leading to quicker resolutions. This automation reduces workload on support teams while maintaining high service quality.
- Integrated Telephony System: Users can make and receive calls directly within the platform, with automatic logging and recording to maintain accurate communication records. This integration enhances follow-ups and customer interaction tracking.
- Flexible Customization and User Experience: The drag-and-drop interface simplifies workflow and campaign design, making the platform accessible even to non-technical users. Additionally, customizable fields and modules allow adaptation to varied business processes.
- Comprehensive Third-Party Integration: Agile CRM connects seamlessly with popular tools such as Gmail, Outlook, Twilio, and Shopify, ensuring businesses can leverage existing software investments without disruption.
- Insightful Analytics and Mobile Access: Detailed reporting tools monitor marketing and sales performance, providing actionable data for decision-makers. Mobile apps extend this capability, allowing users to manage activities anytime, anywhere.
- Cost-Effective Pricing Model: Offering a free tier with essential features and affordable paid plans, Agile CRM is accessible to small and medium businesses. This pricing approach makes it competitive while delivering substantial value.
Our expert take on Agile CRM
When I first explored Agile CRM, I appreciated how its comprehensive feature set simplifies managing sales, marketing, and customer service all in one place. The contact management tools are particularly useful, offering detailed profiles and segmentation that help me target prospects more effectively. I’ve found the marketing automation features, like campaign management and lead scoring, really streamline outreach efforts, which is a big time saver.
One thing that stood out to me about Agile CRM is the intuitive interface. It’s clean and user-friendly, which meant my team didn’t struggle during onboarding despite not having deep technical skills. This ease of use, combined with automation options such as email sequences, made it easier to keep prospects engaged without constant manual effort. While navigating these features, I kept Agile CRM features and benefits in mind because they align well with small to medium-sized business needs.
However, I noticed some limitations when it comes to more advanced customization and integration capabilities. For example, if your workflows are highly specialized or require complex reporting, Agile CRM might feel a bit restrictive. It doesn’t quite match the depth of some enterprise-level platforms in these areas. Still, its pricing model is appealing—there’s a free tier with essential functions and reasonably priced plans, which is great if you’re just starting out or scaling up gradually.
Besides the core CRM functions, I also considered how Agile CRM compares to other tools in the ecosystem, especially when managing finances or operations. For that reason, checking out resources on bookkeeping and payroll software is something I’d recommend to complement your CRM choice and cover broader business needs effectively.
Customer support and educational materials are another strong point. Having access to email and chat support, along with a knowledge base and webinars, has helped me troubleshoot issues quickly and learn new ways to leverage the platform. That said, occasional bugs and performance hiccups do pop up, so it’s worth keeping that in mind if smooth workflow continuity is crucial for your operations.
What business types use Agile CRM
- Technology Startups: Agile CRM supports rapid expansion with minimal IT overhead, offering automation tools like email campaigns and lead scoring that streamline customer acquisition and nurturing—ideal for small business customer relationship management in fast-growing environments.
- E-commerce Businesses: These companies leverage Agile CRM to manage omnichannel customer interactions, personalize marketing efforts, and automate follow-up sequences, boosting retention and sales through targeted segmentation based on purchase data.
- Real Estate Agencies: Managing extended sales cycles and numerous client interactions is simplified by Agile CRM’s contact management, task automation, appointment scheduling, and deal tracking, helping maintain engagement throughout complex transactions.
- Consulting Firms: Agile CRM aids consultants juggling multiple clients by customizing workflows, automating follow-ups, and providing performance reports, thus reducing administrative load and enabling data-driven decision-making.
- Nonprofit Organizations: With budget constraints in mind, nonprofits benefit from affordable pricing and features that automate donor segmentation and personalized communications, enhancing fundraising efforts and engagement.
- Healthcare Providers: Clinics and private practices use Agile CRM to automate patient communications and appointment reminders, improving attendance and satisfaction while ensuring data security and compliance with industry standards.
- Educational Institutions: Tutoring centers and training providers rely on Agile CRM’s marketing automation and contact management to handle enrollment and maintain communication with students and parents effectively.
- Manufacturing Companies: Complex B2B sales cycles are managed through Agile CRM’s pipeline oversight and task automation, enabling timely follow-ups and efficient coordination of sales teams.
- Professional Services Firms: Legal and accounting practices organize client data and automate routine outreach, benefiting from integrations with document and billing systems that streamline operational workflows.
Across these diverse industries, Agile CRM stands out as one of the best CRM for startups and SMBs by delivering tailored solutions that address unique business demands. For companies also needing integrated financial tools, exploring the best billing software can complement CRM capabilities and optimize overall operations.
Best 5 alternatives to Agile CRM
monday sales CRM
4.45 / 5
Monday Sales CRM stands out for its exceptional adaptability, allowing users to customize dashboards, columns, and sales workflows to perfectly suit their distinct business requirements. This level of flexibility is ideal for companies with unique processes or niche operations, enabling them to modify the platform effortlessly without needing advanced technical skills. Additionally, the CRM offers automation features that streamline repetitive tasks like follow-up reminders and status updates, thereby minimizing manual workload and lowering the chance of mistakes. Coupled with integrated communication tools and AI-powered capabilities for email composition and data analysis, monday ensures teams remain coordinated and equipped to make data-driven decisions.
NetSuite CRM
5 / 5
NetSuite CRM delivers a comprehensive platform that consolidates customer information across multiple channels, granting teams instant access to up-to-date data on preferences, transactions, and interactions in one centralized hub. By automating routine sales, marketing, and service activities, it boosts operational efficiency and frees staff to concentrate on cultivating stronger customer relationships. Its cloud-based design facilitates seamless connectivity from any device, enabling collaboration among dispersed teams while providing real-time sales tracking and pipeline visibility to accelerate deal closures. Additionally, advanced forecasting and analytics tools harness historical and predictive data, empowering businesses to enhance decision-making and optimize resource management for sustained growth.
HubSpot CRM
5 / 5
HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage and analyze customer interactions throughout the sales and marketing lifecycle. It provides tools for contact and lead management, email tracking, pipeline management, marketing automation, and performance analytics. The system is known for its user-friendly interface and seamless integration with other HubSpot tools, making it particularly popular among small to medium-sized businesses. HubSpot CRM is available in a free version with basic features, while more advanced capabilities—such as sales forecasting, custom reporting, and AI-powered insights—are accessible through paid tiers. The platform emphasizes ease of use, scalability, and centralized data, enabling teams to align their sales, marketing, and customer service efforts more effectively.
CRM Creatio
5 / 5
Creatio CRM stands out as a versatile and powerful customer relationship management platform, designed to accommodate both technical and non-technical users through its intuitive no-code development environment. This feature allows organizations to customize applications and automate workflows swiftly, reducing implementation time and overall costs by 37% compared to traditional CRM solutions. By automating routine tasks and providing a comprehensive 360-degree customer view, Creatio enhances team productivity and fosters more personalized client interactions. Additionally, its extensive integration options, strong security measures, and AI-driven automation equip businesses with actionable insights and predictive capabilities to optimize the entire customer journey.
Pipedrive
4.3 / 5
Pipedrive stands out as a versatile CRM solution designed to simplify and optimize sales workflows by automating routine tasks like lead distribution, follow-up scheduling, and deal tracking. Its high level of customization allows businesses to shape sales pipelines and data fields to suit their specific needs, accommodating a wide range of industries and company sizes. By consolidating customer information and communications through integrations with common email and calendar tools, Pipedrive enhances team collaboration and reduces the hassle of juggling multiple platforms. Furthermore, the platform’s clear visual pipeline offers sales teams an intuitive way to oversee deal progress and quickly spot any obstacles in the sales process.
Frequently Asked Questions about Agile CRM
Agile CRM operates entirely in the cloud, allowing users to access it through web browsers without installing software locally.
Yes, Agile CRM offers dedicated mobile apps for both iOS and Android, enabling management of customer relationships from anywhere.
The platform connects seamlessly with widely used third-party tools including email providers, social networks, and productivity applications, helping to unify workflows.
Agile CRM includes customizable modules and workflows, letting companies tailor the platform to their unique sales and marketing processes.
Users can reach support via email, phone, and live chat, along with access to a knowledge base and tutorial resources for self-help.
Yes, it automates tasks such as marketing campaigns, sales follow-ups, and customer service activities to save time and increase productivity.
Agile CRM features dashboards and detailed reports that monitor sales trends, marketing impact, and customer engagement.
The platform uses standard security protocols including encryption, secure access controls, and routine backups to safeguard user data.
Yes, it supports communication via email, phone, live chat, and social media, all integrated within the system.
New users benefit from onboarding tools such as tutorials, webinars, and comprehensive documentation to facilitate smooth adoption.
Thanks to its modular design and flexible subscription tiers, Agile CRM can expand alongside a business’s evolving customer management requirements.
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