There are tons of CRM options available in the market. Each one comes with different systems offering a wide range of features, integrations, and prices.
While looking through various CRM options, you have most likely come across Agile CRM.
That’s for a good reason: Agile CRM is an easy-to-use, easy-to-set-up system that will help you manage your business.
To make the process easier, we have featured Agile CRM in this review to introduce you to a simple yet powerful CRM.
To know why we recommend this CRM, you should keep reading through our in-depth review.
Top three reasons to get started with Agile CRM:
- All-in-one platform: Agile CRM automates your sales, marketing, and services in one platform.
- Affordable: It provides notable, easy-to-use yet advanced features at an affordable cost – it even offers a free plan for 10 users.
- Fast & reliable: Agile CRM is a cloud-based SaaS service that is fast, mobile-friendly, and easy to access.
Quick Navigation
- In a Nutshell
- Who Is Agile CRM Best Suited for
- Benefits
- Features
- How to Get Started With Agile CRM
- Pricing
- Pros & Cons
- Conclusion
To get better insights into what Agile CRM has to offer, let’s get started with the review.
Agile CRM Reviews: Is it Worth Your Money?
Agile CRM Review in a Nutshell
Agile CRM is a reliable cloud-based customer relationship management platform (CRM) solution that is tailored for small- and mid-sized businesses. Agile stands apart from the rest with their free version available to small businesses.
Agile hasn’t been around for as long as the other competitors, such as HubSpot and Zoho, which started in 2006.
However, when we compare Agile CRM to its competitors, it stands apart from them in terms of its features and affordable pricing options.
This cloud-based CRM focuses on integrating sales, service marketing, contact management, telephony tools, appointment scheduling, and other engagement ways to create a one-stop, centralized hub for your customer reports, analytics, and marketing.
The contact management features allow you to record customers’ data, such as interaction records, contact information, social media accounts, and more.
Agile CRM also seamlessly integrates and syncs with email services like Microsoft Exchange, Gmail, IMAP, and Office 365.
With Agile CRM, you can easily track your website visitors and analyze customer behavior. In addition to that, it comes with a variety of marketing and automation tools that help you create smooth marketing workflows.
You can even follow up automatically and send automatic reminders based on time and contact options.
Agile CRM’s social media integration feature helps you publish and respond to posts on various social media channels like Facebook, Twitter, and LinkedIn.
Now that you’ve been given an overview of the basics, let’s move to the most important section and get to know who Agile CRM is for.
Who Is Agile CRM Best Suited for?
Agile CRM was built from the ground up for small- and medium-sized businesses. As of now, it’s been used by over 15,493 businesses across multiple industries.
If you’re a freelancer or small- to mid-sized company, Agile CRM will work like a charm for your business. The free version is especially helpful for small businesses and startups, as it is loaded with a variety of fantastic features.
However, this service lacks flexibility and misses out some necessary features for large enterprises that have complex sales structures. Comparatively, it works quite well for many businesses that operate on a smaller scale.
Other CRM platforms have a complex interface where companies find it difficult to navigate and uncover the true potential of their CRM software.
Luckily, that isn’t the case with Agile CRM – it has a simple and intuitive interface that will make the process easier.
Agile’s enterprise-level plan comes with an eCommerce sync option, where it seamlessly syncs with Shopify and Stripe.
Additionally, with Agile’s help desk, you can engage with and manage your customers and leads more efficiently.
Overall, Agile CRM helps speed up your sales and marketing automation while exponentially increasing your efficiency and accuracy. If you’re looking for a robust, easy-to-use, and reliable customer relationship manager, Agile CRM is worth a try.
Benefits of Agile CRM
Agile has everything that you need to run a plugged-in business with ease. Below we have
listed some of the benefits of using Agile CRM:
- One page contact management
- Drag-and-drop marketing automation
- Web analytics at a contact level
- Provides telephony integration
- Easy appointment scheduling
- Newsletter management & auto-responders
- Two-way email integration & email tracking
- Real-time activity alerts & reports
- Extensive third-party integrations
To discover the full list of Agile CRM’s benefits, visit their official website.
Agile CRM Features
Agile CRM is loaded with tons of superb features that are extremely easy to use and deploy. When we experimented with Agile CRM, we found that the dashboard is intuitive and helps you manage everything in one place.
Let’s take a closer look at Agile CRM’s features:
Contact Management: CRM Help Desk
Managing customers efficiently plays an important role in making any business successful. It’s an undeniable fact that great customer support separates decent companies from excellent companies.
Agile CRM’s help desk tool will not only help you manage and organize your customers but will also help you better understand your customers.
The help desk tool is loaded with many features to help you increase your customer satisfaction and grow your business.
The help desk contact management solution is best suited to small businesses, but it can be scalable enough to provide reliable support to large enterprises.
Features of Help Desk Contact Management:
- Powerful Ticketing: Resolves issues in the shortest possible time with the powerful ticketing feature.
- Enables Grouping: Leverages automation to easily define priority for tickets and more.
- Canned Response: Allows you to give a canned response to ensure a fast and consistent response rate.
- Smart Views: Provides detailed insights of important data on the dashboard, including ticket priority.
- Ticket Labeling: Allows you to categorize tickets according to the issue date and route them to the correct group.
Now you have an idea of how helpful Agile CRM can be when it comes to contact and customer management.
Agile CRM’s Sales Automation
While testing the sales and automation features of Agile CRM, we were amazed by the way it creates new tasks automatically for the team.
Just enter your calendar online and automate everything in one go, from telephony to follow-ups and more.
Agile CRM helps you meet your sales goals as it provides you with a complete contact view, tracking deals, lead scoring, real-time alerts, and deep analytics.
The best part – the contact timeline in the Sales CRM provides you with all the necessary information about your customer’s journey.
Features of Sales Automation:
Agile CRM’s sales automation comes with 50+ sales features to enable a smarter workflow for process-driven selling. Let’s check out some of its most popular features:
- Project Management: It helps you increase your sales efficiency right with drag-and-drop project management capabilities.
- 360 Contact View: It enables you to have an overview of contact data from every angle for conversations, call notes, social presence, and web activity.
- Sync Calendar: You can also sync your meetings and upcoming events with Google Calendar. Tons of other appointment scheduling features are also available to choose from.
- Reporting: You can easily maintain constant insights into the advanced analytics, metrics, and report to make smarter decisions.
- Appointment Scheduling: The sales CRM also lets you share your calendar online and automate invites, follow-ups, scheduling, and much more.
- Lead Scoring: You can automate lead scoring with real-time alerts. It will help you automatically qualify leads faster and more accurately.
- Auto Dialer: This feature enables you to automatically call multiple contacts with a single click.
Agile CRM Marketing Automation
The Agile CRM marketing automation feature enables you to market like the most successful companies in the world.
While trying the service’s marketing automation for the first time, we were able to build fully-fledged, automated marketing campaigns in minutes.
It even allowed us to automatically build personalized campaigns across mobile and social media channels.
With the marketing automation software, you can create web pop-ups, email newsletters, autoresponders, and more.
What’s more, you can segment contacts automatically based on their emails opened, links clicked, custom tags, web browsing timeline, and more.
Let’s take a look at some of the notable features of Agile CRM’s marketing automation.
Features of Marketing Automation Software:
- Drag-and-Drop Designer: With this feature, you can build your ultimate workflow. You can easily build multi-step marketing campaigns visually in just a few minutes.
- Auto-Responders: The autoresponders enable you to nurture onboarding, lead scoring, and sales. You can send automatic email responses, follow-up messages, and much more.
- Customizable Templates: You can send periodic newsletters to customers with the help of the free email newsletters campaigns. You can also track who is opening emails and clicking links.
- Tracking & Metrics: The extensive metrics and analytics let you track all of the ongoing results of your email marketing and provide constant insights to the marketing team.
CRM Landing Page Builder
The marketing automation software also comes with a landing page builder. It allows you to build landing pages with the drag-and-drop designer and helps you create responsive web pages for campaigns.
Agile CRM Push Notifications
This feature enables you to send instant messages to your customers whenever they’re online. Enabling push notifications will help you drive more traffic and increase conversions.
Agile CRM Chrome Extension
With the Agile CRM Chrome extension, you can easily add leads, tasks, and deals from your chrome browser with one click.
The extension makes it easier to manage everything on the go without even going to the actual dashboard.
How to Get Started With Agile CRM (Step by Step)
Getting started with Agile CRM is quite easy and straightforward. Before getting started, make sure that you have the Chrome browser, because we need to install the Agile Chrome extension in order to make the process much easier.
We have created a step-by-step guide to walk you through the complete setup process.
Note: Be sure to sign up for a plan and then log in to your dashboard using your login credentials.
Carefully follow the steps listed below:
Step #1: Add Contacts
The initial step once you have logged in to the dashboard is to add contacts. There are several ways to add contacts to your Agile CRM account: you can manually add contacts, import contacts from a CSV file, or pull contact data from apps such as Google, Stripe, Shopify, and more.
Create Contacts Manually:
To create contacts manually, go to Contacts or click on New > Contacts. The menu will let you add different types of items to Agile.
Now, click on +Add Contact, where you can fill out the necessary details and proceed to add the contact to your Agile CRM account.
Import Contacts from a CSV File:
Adding contacts from a CSV file is an easy and popular option. You can download the CSV file of your contacts from another CRM or wherever you stored it.
To easily import contacts from a CSV file, go to the Contacts page. Now move to the Add Contact drop-down menu and select Import from CSV.
Note: Agile will only be able to accept up to 10,000 contacts or companies in a single upload. Make sure you upload the contact/company files accordingly.
Step #2: Add a Custom Field
Businesses mainly use custom fields to easily track extra contact details and map additional fields from web forms or CSV files.
To add a custom field, go to Admin Settings > Custom Fields.
Here, you can add your own custom fields to contacts, companies, deals, and cases.
Then, click on +Add under contacts to add it. Once you’re done adding relevant information, click Save Changes.
Step #3: Add Tags
With Agile CRM, it’s easy to add new or existing tags to contacts and companies.
Tags are identifiers that can be added to contacts and companies to easily sort, filter, segment, and target contacts.
To add tags, navigate to the desired contact page or company page. Now click on the +Add menu and enter the desired tag. For example, enter “New Customer” or “Shopify Customer.”
Now, click Add to finish adding the tag.
Note: If you want to delete a tag, just click on the cross (X) next to the tag name.
Step #4: Email Sync
Agile CRM lets you sync your current email accounts. The supported email services are Google Mail, Microsoft Office 365, and IMAP.
You can manage email syncing from Preferences > Emails. You can open the preference menu from the user drop-down menu on the top of the page.
Now, click on the Enable button under your selected email accounts.
In order to enable the sync, it will ask you to log in to your Gmail account or any other account.
Click on Allow to enable the email sync for Google mail.
Step #5: Sync Your Calendar
Agile CRM’s calendar sync lets you automatically pull events from other web calendars right into Agile CRM. For now, it only syncs with Google Calendar and Microsoft Office 365.
To easily integrate Agile CRM with Google Calendar or Office 365, navigate to Preferences > Data Sync. Then, open the Preferences menu from the user drop-down menu.
Next, simply select the Google tag or the Microsoft Office 365 tag. Lastly, click on Enable to sync your calendar.
Step #6: Setting up Deals
Using Agile CRM, you can easily track your sales opportunities, AKA deals. The deals you’ll create here are fully customizable, including the deal tracks and deal milestones.
Enterprises users usually only create deal tracks for different products, services, or sales pipelines.
To create deal tracks, go to the dashboard and navigate to Admin Setting > Deals.
Then, click on +Add Track. Name your new deal track and simply click on Save.
Once you save it, your new deal track will be live on Agile CRM. You can access it later from Admin Settings > Deals > Tracks.
Creating Milestones
As a marketer, you know that every deal has its own set of deal milestones to portray the stages through which the deal moves. Agile CRM has default milestones, such as new prospects, proposals, wins, and losses.
To create or set a new milestone, go to Admin Setting > Deals.
Now, click on Deal Track to see it’s the current set of deal milestones.
To add a new milestone, click on +Add Milestone. Name the new milestone and simply click on the Add button.
Adding Deals
How to Add Deals to Your Agile CRM account
Deals can be easily added to your Agile CRM account manually, through a CSV file, or automatically using the campaign mode.
Add a Deal Manually
In order to add a deal manually, just open the mail deal page in your Agile CRM account and then click on +Add Deal.
Now you will have an add deal pop-up where you need to fill in the necessary details about your new deal, including the name, owner, probability, track, and milestones.
You can also associate a contact with the deal; just start typing the contacts name in the related field and then select the contact.
Once you’re finished entering the information, just click on Save, and your deal will now instantly be active in your CRM account.
This was the step-by-step guide on how to get started with Agile CRM. You can follow the same process to get up running in minutes.
Agile CRM Pricing
The pricing plans offered by Agile CRM are flexible, but a bit more expensive than some competitors. However, the types of features that Agile CRM offers are worth paying for.
Agile CRM also offers a free plan for 10 users where you can easily manage up to 1,000 contacts and companies. In addition to that, the free plan includes nearly every feature offered in the paid plans.
As they offer a dedicated free plan, you won’t be getting any free trial on the paid plans.
Let’s take a look at the pricing of Agile CRM’s plans and explore the features they each provide:
1. Starter ($14.99/monthly)
The starter plan costs $14.99/month per user. The plan is reduced to $9.99/month per user if you pay for the year upfront, and the plan will reduce to $8.99/month if you pay in advance for two years.
The starter plan enables you to manage 10,000 contacts & companies. This plan comes with many notable features, such as lead scoring, appointment scheduling, form builder, help desk, canned responses, and much more.
The starter plan also includes:
- 3 plugins
- Email & phone support
- Google/Shopify/Stripe sync
- Powerful Chrome extension
- Basic reports & email reports
2. Regular ($49.99/monthly)
The regular plan costs $49.99/month per user. The plan is reduced to $39.99/month per user if you pay for the year upfront, and will reduce to $29.99/month if you pay for two years.
The regular plan enables you to manage 50,000 contacts & companies. This is one of Agile CRM’s most popular plans, as it comes with a host of easy-to-use features, like mobile marketing, contact management, marketing automation, landing page builder, two-way email integration, and more.
The regular plan also includes:
- 50+ plugins
- Email & phone support
- Google/Shopify/Stripe sync
- Powerful Chrome extension
- Basic reports & email reports
3. Enterprise ($79.99/monthly)
The enterprise plan costs $79.99/monthly per user. The plan is reduced to $64.99/month per user if you pay for the year upfront, and is reduced to $47.99/month if you pay for two years upfront.
The enterprise plan enables you to manage unlimited contacts and companies.
The enterprise plan also includes:
- Access Controls (ACLs)
- 3 plugins and integrations
- Email & phone support
- Dedicated account rep
- Provides onboarding coach
- Google/Shopify/Stripe sync
- Powerful Chrome extension
- Provides basic, email, and team reports
You can save 20% if you pay for one year upfront, and 40% off if you pay for two years upfront.
If you’re a small business or startup, consider getting started with the free plan or the starter plan that costs $8.99/month.
Agile Pros & Cons
Pros:
- Helpful automated features
- Easy appointment scheduling
- Importing contacts is quick and easy
- Drag-and-drop marketing automation
- One page contact management
- Robust chrome extension
- Shares real-time activity alerts & reports
- Newsletter management & auto-responders
- Gamification options to improve employee efficiency
- Two-way email integration & email tracking
- Seamless integration with third-party apps like Shopify & Facebook
Cons:
- The knowledge base lacks helpful tutorials
- Lacks some advanced features for large enterprises
- You can only sign up for a free plan with your company’s email; free email services aren’t supported
Agile CRM Reviews Conclusion
After going through our Agile CRM reviews, you should have detailed insights into Agile CRM’s features, functionality, pricing, pros and cons, and more.
If you’re looking for an easy-to-use and reliable CRM software, Agile CRM is worth a try, as it offers a dedicated free plan so that you may try out its services for free.
What makes Agile CRM different from others is the easily accessible features it offers at a cutting-edge price.
On top of that, Agile CRM comes with a Chrome extension that will allow you to add leads, tasks, and deals, and manage other aspects on the go.
If you have a startup or small business, consider getting started with their free plan to test everything on your own. Once your customer base grows over time, consider choosing one of the paid plans.
Do you have any experience with Agile CRM, or are you just planning on getting started?
Feel free to comment below and let us know your thoughts.
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