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Agile CRM

Agile CRM

Claimed

Claimed

Last Updated

Overview

Agile CRM software integrates sales, marketing, and support tools for streamlined customer relationship management. Despite varying pricing structures, its intuitive interface and versatile features enable businesses to manage customer interactions efficiently and drive growth. Agile CRM can take you a step further toward enhancing customer relationships and maximizing sales potential.

Agile CRM Specifications

  • Contact Management
  • Lead Management
  • Opportunity Management
  • Sales Forecasting

What Is Agile CRM Best For?

Agile CRM is best known for its social CRM features. It brings social media monitoring, profile enrichment, and multi-channel campaigns into a central CRM dashboard. Unifying social data with contact records makes it a solid option for small businesses and their sales, marketing, and support teams. By putting these tools into one system, the platform helps companies save time and monitor brand conversations. It also capture leads and manages customer interactions directly within the app.

How Much Does Agile CRM Cost?

Agile CRM pricing starts at around $14.99/user/month. This basic plan, known as Starter, offers features such as email campaigns, web engagement, and marketing automation. Further pricing tiers of the software are: 

  • Free: $0 (for 10 users)
  • Regular: $49.99/user/month
  • Enterprise: $79.99/user/month

In addition to the base subscription cost, organizations should account for additional expenses. These include:

  • Implementation And CRM setup: Approximately $500–$5,000 for SMB deployments; $5,000–$15,000 for more complex configurations involving workflows, customization, and multiple integrations
  • Data migration: Estimated between $500–$5,000, depending on the volume and complexity of customer, prospect, and CRM data being imported
  • Training and onboarding: In the region of $500–$3,000 for additional user training or customized onboarding beyond the platform's standard resources
  • API and third-party integrations: Around $1,000–$10,000, depending on integration complexity and development requirements
  • Additional email capacity: Variable, as Agile CRM offers paid email add-on packages when the included email allowance is insufficient

User reviews generally view Agile CRM as an affordable, value-oriented platform for small businesses and solopreneurs. However, reviewers indicate that frequent system bugs and a lack of ongoing software updates heavily undermines its low price point.

For accurate pricing based on your organization’s needs, it’s recommended to request a custom Agile CRM cost estimate.

Disclaimer: The pricing is subject to change.

Agile CRM Integrations 

The software connects with various business applications, including: 

How Does Agile CRM Work?

Follow the steps below to understand how the software typically works:

  • Log in to your Agile CRM account using your registered email and password
  • Create contact profiles to store customer data, chat histories, and social handles in one spot
  • Configure sales pipelines to track deal progress, schedule meetings, and assign team tasks
  • Build marketing workflows to send automated emails, push SMS messages, and host landing pages
  • Manage support requests by handling helpdesk tickets, prioritizing issues, and gathering user feedback
  • Integrate external apps to connect your social channels, phone systems, and other tools
  • Analyze operational metrics using built-in dashboards to check campaign reach, sales numbers, and ticket times
Users can schedule a free Agile CRM demo  to learn more about its capabilities.

Who Is Agile CRM For?

Agile CRM is ideal for a wide range of industries and sectors, including:

  • Education management
  • Information technology and services
  • Computer software
  • Marketing and advertising
  • Telecommunications
  • Restaurants

Agile CRM Use Cases

Based on our analysis of Agile CRM's current tools and reviews, we have identified the following key business scenarios where it is well-suited:

Education Providers Struggling To Track And Convert Prospective Student Leads

Education teams promoting programs often struggle to track prospective student leads across scattered spreadsheets and emails. Agile CRM's contact management and marketing automation centralize lead records and build outreach campaigns without manual data entry. Built-in reporting shows which calls, emails, and campaigns actually convert. Reviewers in education roles describe cleaner lead lists and clearer reporting after moving to one system.

IT And Services Teams Needing One Shared View Of Client Work

The software is well-suited for IT and services teams that need developers, sales, and support working from the same client history. The software's task management and automation tools connect leads, deals, and tickets so follow-ups don't get dropped. Modular dashboards give managers a quick view of pipeline health. User feedback describe faster cross-team collaboration after consolidating tools, though some mention occasional automation glitches.

Software Companies Managing Recurring Tasks Across Small Teams

Agile CRM is used by software companies that need a simple way to manage recurring tasks across small teams. Its task management module lets staff create, assign, and track tasks through to completion, with drag-and-drop lists keeping priorities visible. This suits teams juggling ongoing client work. Reviewers have described the task tracking as genuinely useful, though locating tasks takes some early adjustment.

Marketing And Advertising Teams Prioritizing High-Value Accounts

For marketing and advertising teams, Agile CRM offers lead scoring and deal tracking to prioritize which accounts need attention first. Its deal board provides multiple views so account managers see pipeline stages at different levels of detail. Campaign feedback tools also feed results back to marketing for future outreach. Reviewers in this industry have noted how the feature depth is useful.

Is Agile CRM Right For You?

If you run a small or growing business, Agile CRM offers a single platform for sales, marketing, and service. It is trusted by more than 15,000 customers worldwide, positioning it as an established all-in-one CRM option.

Agile CRM is GDPR compliance and helps customers meet their data protection obligations. Some big companies using this software are Indeed and PeoplePerHour. This makes it a reasonable choice for businesses wanting an affordable, all-in-one CRM instead of several separate tools.

Still unsure whether Agile CRM software is the right fit for you? Contact us at (661) 384-7070 for further guidance regarding its functionality.

Agile CRM Features

360-Degree Contact View

Agile CRM consolidates customer details, communication histories, social profiles, lead scores, and tasks onto a single, real-time page. By providing cloud access across departments, it eliminates data silos and duplicate efforts. Teams share accurate data to streamline workflows, improve data integrity, and deliver personalized interactions.

See How It Works
Contact Management

The platform provides a centralized address book offering a real-time, 360-degree contact view. Users can track interaction timelines, analyze web activity, sync third-party email accounts, and execute bulk actions. Built-in tagging, custom fields, and integrations enable precise audience segmentation and streamlined lead engagement.

See How It Works
Gamification

Users can gamify their sales process using Agile CRM to drive team competition, collaboration, and revenue growth. The software offers customizable real-time leaderboards, automated activity alerts, and performance tracking. Reps can compare deals, calls, and tasks, while managers generate custom email reports and advanced analytics to optimize performance.

See How It Works
Video Emails

This faeture enables users to create, upload, and embed personalized videos into emails using a drag-and-drop builder. Businesses can segment audiences, add interactive call-to-action pop-ups, and gate high-value content with lead acquisition forms. Performance tracking features monitor delivery, open rates, and video view counts to evaluate campaign success.

See How It Works
Lead Generation

Agile CRM’s lead generation feature uses a popup builder to convert website visitors into customers through dynamic, responsive popups. Businesses can deploy pre-built templates or create custom HTML popups with company branding. Users control placement and timing triggers, such as entry or exit intent, to boost engagement.

See How It Works

Pros And Cons of Agile CRM

Pros

  • Helps to track and keep things organized

  • Enables effective collaboration between teams

  • Software is easy to use

  • Offers integration with multiple tools

  • Potential sales are monitored alongside KPIs

Cons

  • Limited reporting options in lower tier plans

  • There may be occasional glitches

  • Customization may take time

Agile CRM Pricing

Free

Starter

Regular

Enterprise

  • Up to 10 Users

  • 1,000 Contacts & Companies

  • Custom Contact Fields

  • Lead Scoring

  • Appointment Scheduling

  • Email Tracking

  • 1 Campaign Workflow

  • 1 Landing Page

  • Helpdesk Ticketing

  • Email Support

  • 10,000 Contacts & Companies

  • 2-Way Email Integration

  • Custom Deal Milestones

  • Web-to-Lead Capture

  • Form & Email Template Builders

  • 5 Campaign Workflows (Up to 10 Nodes per Campaign)

  • 5 Automation Rules (Triggers)

  • Social Monitoring

  • Helpdesk Ticketing with Canned Responses & Groups

  • Up to 3 Plugins / Integrations

  • 50,000 Contacts & Companies

  • Custom Deal Tracks

  • 2-Way Telephony & Post-Call Automation

  • Call Recording & Automated Voicemails

  • Web Engagement & Mobile Marketing

  • 10 Campaign Workflows (Up to 25 Nodes per Campaign)

  • 10 Automation Rules (Triggers)

  • Helpdesk Knowledge Base

  • 50+ Plugins per Integrations

  • Basic, Email, & Team Reports

  • Unlimited Contacts & Companies

  • Advanced Telephony (Call Guard & Automated Voicemails)

  • Unlimited Campaign Workflows

  • Unlimited Campaign Nodes

  • Unlimited Automation Rules (Triggers)

  • Custom Domains for Landing Pages

  • Access Control & Permissions (ACL)

  • Dedicated Account Manager & Executive Onboarding

  • 50+ Plugins / Integrations (Unlimited Integration Access)

  • 25,000 API Calls per Day

Disclaimer: The pricing details were last updated on Sep 25, 2026 from the vendor's website. Please contact us for a tailored pricing list.

Agile CRM Reviews

Total 2 reviews

4.5

All reviews are from verified customers

Rating Distribution

5

Stars

50%

4

Stars

50%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

L
lisa

Recruitment, 1-10 employees

Less than a year

5.0

“excellent product”

Pros

It is simple and very user-friendly as it allows me to stay on top of all my campaigns.

Cons

None. This product is excellent, and I would definitely recommend it.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A
Ana

Public Sector, 11-50 employees

More than a year

4.0

“Meets expectations”

Pros

It combines many functionalities into one program which I like the most.

Cons

Although it is intuitive, it took some time for me to get used to and was expensive for some team members. The technical support service could use improvement.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

7

Functionality

8

View All 2 Reviews

Frequently Asked Questions

Does Agile CRM offer an API?

Yes, it offers an API. 

Who are the typical users of Agile CRM?

Businesses use Agile CRM features across multiple sectors and industries, including IT, computer software, and education management.

What level of support does Agile CRM offer?

Agile CRM offers customer support through email and phone.

What types of pricing plans does Agile CRM offer?

Agile CRM offers four tier options, including a Free plan for up to 10 users, as well as paid plans starting with Starter ($14.99/user/month), Regular ($49.99/user/month), and Enterprise ($79.99/user/month).Get a detailed Agile CRM cost breakdown tailored to your specific requirements. 

What language does Agile CRM support?

The platform primarily supports the English and Spanish languages.

Does Agile CRM have a mobile app?

Yes, Agile CRM offers a dedicated mobile app.

What other apps does Agile CRM integrate with? 

Agile CRM integrates with various third-party applications, such as Twitter, Facebook, and Google Plus.