What is Agile CRM?

"Agile CRM is the world’s first integrated sales, marketing, and service suite that automates lead generation, conversion, and support for growing businesses."

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.


Agile CRM scored 82/100 in the CRM category. This is based on user satisfaction (70/100), press buzz (44/100), recent user trends (rising), and other relevant information on Agile CRM gathered from around the web.

The score for this service has declined over the past month. What is this?

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Agile CRM Review

Editors' Review by the CRM Software Review Team

Agile CRM is a web-based customer relationship management solution developed for small to medium-sized businesses and organizations. The software solution provides a variety of features and functionalities to customers, including telephony tools, contact management, marketing automation, appointment scheduling, knowledge base functionalities, email tracking, social media marketing, and a landing page builder.

Agile CRM is a robust CRM solution that effectively integrates core functionalities of marketing, sales, customer service, and web engagement platforms and processes into a single unified software solution. The CRM software is used by a plethora of businesses and organizations of different sizes or scales across multiple industries.

Using Agile CRM allows you to have a centralized platform that stores and protects all your business information and your contacts, among other things, on a single page, thus streamlining your day-to-day tasks and processes. It also facilitates collaboration, communication, and productivity efforts for the individual and the collective group.

Agile CRM Features

Agile CRM is a fully integrated, feature-rich customer relationship management software product with sales tracking capabilities, marketing automation, contact management, 2-way email communication, telephony, web analytics, and a helpdesk with an intuitive interface.

As a comprehensive CRM solution with sales and marketing capabilities, Agile CRM is quite useful for small startups and growing businesses. The cloud-based platform features core CRM functionalities specifically designed for nurturing and closing leads. The features it comes with work effectively as a combo through seamless integration.

Using Agile CRM allows small to medium-sized businesses and enterprises to automate marketing processes, sales, and customer retention methods with a rather simple yet robust and effective drag-and-drop editor. Thanks to the platform’s sales and marketing capabilities, users may also take advantage of the solution to easily convert site visitors directly into leads.

Agile CRM comes with all the tools and applications one needs to efficiently nurture, track, and score leads automatically based on their email and/or website activity. The software solution also offers multi-channel communication with the users having the ability to send emails, make phone calls, and send out tweets to a contact from the same page or interface.

The cloud-based CRM solution enables businesses and marketing teams to easily monitor customer behavior and receive real-time notifications for customer activity. Furthermore, with the help desk functionality, businesses also have the capability to efficiently manage helpdesk tickets, complete with all of the customers’ historical data in one location.

Agile CRM also allows users to keep a comprehensive record of all customers and the significant data associated with those customers, including personal information and communication history, all of which can be found in a single location and sorted by chronological order. You may also access customer data from different business applications through seamless integrations.

Agile CRM dashboard deals emails revenue tasks

Agile Benefits

Agile CRM is a well-designed customer relationship management solution specifically tailored for sales and marketing teams, as it helps to speed up various sales and marketing processes through automation, which in turn greatly improves user efficiency and accuracy.

The contact management feature is a welcome addition to this already feature-rich platform, as all contact details are stored and organized according to the user’s preference and the information can be accessed anytime, anywhere. Agile CRM’s contact management capability allows users to be more effective in closing deals and increasing revenue for the company.

Keeping track of your sales process is made easier and more straightforward with Agile CRM. The user and their entire sales team can quickly and easily monitor deals, as well as take notes of the different stages and milestones to make sure the entire journey of the sale, from the initial phase all the way to the closing stages, is a smooth and seamless process.

The drag-and-drop interface is one of the key elements of Agile CRM that greatly benefits its users, regardless of technical skills or experience with the platform. The user-interface is highly intuitive, making it a user-friendly solution for most teams and individuals to use when creating projects, designating tasks, monitoring the progress of each project, and so on.

Scheduling of your company’s resources, personnel, and even your own activities is also covered by Agile CRM through its scheduling management feature. The cloud-based CRM solution provides users with an online calendar that offers scheduling automation as well as alerts and notifications. Users simply have to set schedules by assigning dates for meetings, deadlines, and follow-ups. Thereafter, the solution takes care of everything to make sure all of the concerned parties receive the appropriate notifications without a hitch.

As a sales and marketing solution, Agile CRM helps to speed up your workflows through proper and effective automation, ease of use, and an easy-to-manage interface. Users have the ability to create fully customized and professional-looking landing pages that help improve conversion rates and optimize the company’s social media marketing strategies through a robust, integrated social media marketing suite.

Agile CRM email contact timeline

Agile CRM Pricing

Agile CRM offers one freemium subscription and three paid packages for small and medium-sized businesses and enterprises.

Free: $0.00

  • Up to 10 users
  • Up to 50,000 contacts and companies
  • Lead scoring
  • Appointment scheduling
  • Custom data fields
  • Unlimited deals, tasks, and documents
  • Email tracking
  • Custom deal tracks
  • Custom deal milestones
  • 2-way telephony
  • 2-way email integration

Starter: $8.99

  • Contact-level analytics
  • Email campaigns
  • Email templates builder
  • Web engagement
  • Form builder
  • Landing page builder
  • Web-to-lead
  • Up to 5,000 emails (branded)
  • Marketing automation
  • Mobile marketing
  • Social monitoring

Regular: $29.99

  • Helpdesk feature
  • Labels
  • Views
  • Groups
  • Canned responses
  • Reports
  • Activities

Enterprise: $47.99

  • Email and phone support
  • 50+ plugins/integrations
  • Chrome extension
  • Basic and email reports
  • Google, Shopify, and Stripe sync

To learn more about Agile CRM, its different features and capabilities, as well as the pricing plans offered, interested parties may visit the vendor’s official website.

Conclusion

Agile CRM is a feature-rich customer relationship management software solution designed for small and medium-sized businesses that require marketing, sales, and service automation. The cloud-based solution is an all-in-one CRM platform that seamlessly integrates sales, marketing, and service automation functionalities in a single suite.

It features sales tracking, web analytics, contact management, telephony, two-way emails, and helpdesk service with a straightforward, clean, and modern interface.

  • Agile CRM
THE ULTIMATE Software Buyer Guide 2018

The Ultimate CRM Software Buyer Guide 2018

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in November 2018.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...

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Agile CRM Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial

Agile CRM FAQs

Does Agile CRM offer multi-user capability (e.g. teams)?

Agile CRM offers service for multiple users (Free up to 10 users).

What is Agile CRM generally used for?

It's a integrated sales, marketing, and service suite that automates lead generation, nurturing, conversion, and support for growing businesses.

Does Agile CRM offer guides, tutorials and or customer support?

Agile CRM offer free onboarding for its customers.

Does Agile CRM offer an API?

Yes, this service offers it's own inbuilt API.

Does Agile CRM integrate with any other apps?

Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps.

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