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About Agile CRM

Agile centralizes real-time customer data, making it readily accessible and actionable across all teams. Additionally, Agile offers integrations with over 40 leading third-party applications such as Microsoft Office 365, Google G-Suite, RingCentral, Intuit QuickBooks, and more. It is created by the ClickDesk team (the most sought-after live chat product), Agile CRM which launched in late 2013 in Sunnyvale, CA to manage customer journeys. The company also maintains offices in India and the Philippines.

Key Features:

  • Sales
    Agile CRM's sales automation software creates new tasks automatically for your team. Put your appointment calendar online and automate everything from telephony to follow-up emails. Reach a dramatically higher ROI with complete contact views, deal tracks, lead scoring, real-time alerts, and deep analytics. The contact timeline in the Sales Automation CRM provides all the necessary information about customer’s journey.

  • Marketing
    Market like the most successful companies in the world with Agile CRM's marketing automation software. Build automated marketing campaigns in minutes and start capturing more leads today! Features include web popups, email newsletters, autoresponders and automatically personalized campaigns across mobile and social media channels. Score leads and segment contacts automatically based on email opens, link clicks, web browsing activity, custom tags and more.

  • Service
    Agile CRM enables businesses to provide customer experience that’s more personalized and productive. This offers a way for companies to walk a few steps closer to understand customers and help them at crucial junctures of the customer lifecycle. With a wide array of features such as groups, views, SLAs, workflows, canned responses, reports, recommendations and integrations, small and medium businesses can ramp up their customer service. This puts support at your fingertips and forms an integral part of the customer journey. So, automate your service management and support functions with efficient Helpdesk Software.

  • Integrations
    Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps. Integrate your email, social, billing and support apps for complete customer data and smarter selling. Want to make, record and automate calls from the CRM? Our advanced telephony integration is the best in the industry! Benefit from a range of Agile CRM integrations.


  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management


    No key features associated with this application.


    Does this service offer multi-user capability (e.g. teams)?
  • Agile CRM offers service for multiple users (Free up to 10 users).

  • What is this service generally used for?
  • It's a integrated sales, marketing, and service suite that automates lead generation, nurturing, conversion, and support for growing businesses.

  • Does this service offer guides, tutorials and or customer support?
  • Agile CRM offer free onboarding for its customers.

  • Does this service offer an API?
  • Yes, this service offers it's own inbuilt API.

  • Does this service integrate with any other apps?
  • Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps.

Vendor Information

Based in:


Who uses Agile CRM
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
English, Spanish
Regional Restrictions:
No restrictions.

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