Agile CRM

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What is Agile CRM ?

Agile CRM is an all-in-one customer relationship management solution that offers onboarding sales, service, and marketing automation on a single platform. Small and medium-sized businesses that require features such as sales tracking, web analytics, contact management, telephony, and emails find this management CRM very useful. It is a clean and simple, yet modern interface that makes Agile CRM a popular and trusted tool by over 15,000 customers. The Agile CRM software offers a wide range of features that include email tracking, landing pages, contact management, scheduling, sales, and marketing automation as well as project management.

The reason why Agile CRM automation is so popular among thousands of SMEs is that it integrates the core functionalities of marketing, service, sales, and web engagement platforms into one single solution. It is the perfect tool for sales and marketing teams as it helps increase accuracy and user efficiency thanks to its marketing and sales automation tool. The Agile customer relationship management software also offers a highly effective contact management tool. It helps store and organize all the user’s contact information so that it may be accessed anytime and anywhere.

A marketing platform, the Agile CRM app helps to speed up marketing workflows through automation. Users can create custom landing pages with the help of a user-friendly drag-and-drop designer. This improves conversion rates and aids in the optimization of social media marketing efforts thanks to the integrated social media marketing suite.

Vendor Details

  • Agile CRM Inc.
  • Website : www.agilecrm.com
  • Founded 2013
  • Sunnyvale, California, United States

Key Metrics of Agile CRM

Agile CRM features offer such as lead scoring, call recording, autodialer, Twilio, a 360-degree contact view, and RingCentral integration. Some of the important uses of the customer relationship management tool are that it helps businesses run highly engaging marketing campaigns. Additionally, it offers a highly professional customer support team that can cater to every need of the business.

Agile delivers an easy-to-use, turnkey solution to overcome the technical challenges and inefficiencies in seamlessly integrating marketing, sales, and service efforts. It also includes integrations with over 60 leading third-party applications. The tool centralizes real-time customer data, making it readily accessible across all teams in an organization. Agile CRM has a range of analytics and reporting features for monitoring business performance. It automates web engagement with popups, customer-conscious messages, surveys, offers, and signup forms.

Here are some of Agile CRM’s key features

1. Sales:

  • Contact management
  • Project Management
  • Gamification
  • Mobile CRM
  • Deals
  • Telephony
  • Appointment Scheduling

2. Marketing:

  • Marketing Automation
  • Landing Page Builder
  • Social CRM
  • Dynamic Landing Pages
  • Exit Intent
  • Send Newsletter
  • Email Marketing
  • Mobile Marketing
  • Email Tracking
  • Web Engagement
  • Push Notifications

3. Service:

  • Helpdesk
  • Smart Views
  • Knowledgebase
  • Ticketing
  • Feedback
  • Canned Responses

4. Social & Mobile:

  • Social Collaboration Features
  • Mobile User Support
  • Social Network Integration

Uses/ Applications:

  • Tracking sales
  • Monitor deals
  • Schedule personnel and resources
  • Keep note of the stages and milestones
  • Create projects
  • Create custom landing pages
  • Assign tasks
  • Track progress of each project and tasks
  • Scheduling automation and notifications
  • Set schedules
  • Assign dates for meetings, deadlines, and follow-ups

Agile CRM Features

  • Contact Management
  • Deal Management
  • Ticketing
  • Feedback Management
  • Smart Views
  • Knowledgebase
  • Canned Responses
  • Telephony
  • Appointment Scheduling
  • Project Management
  • Social Suite
  • Email Tracking
  • Email Marketing
  • Mobile Marketing
  • Helpdesk
  • Gamification
  • Marketing Automation
  • Landing Page Builder

Agile CRM Pricing

1. Free version: for 10 users

  • Email Tracking
  • 1,000 Contacts & Companies
  • Custom Deal Tracks
  • Custom Data Fields
  • Lead Scoring
  • Unlimited Deals, Tasks & Documents
  • Appointment Scheduling
  • Custom Deal Milestones
  • Email Templates Builder
  • Landing Page Builder
  • 5,000 Emails (Branded)  
  • Web-to-Lead
  • Email Campaigns
  • Start Campaigns with the easy drag and drop builder
  • Web Engagement
  • Contact Level Analytics  
  • Form Builder
  • 1 Plugin
  • Integrate seamlessly with any 1 leading third-party service provider, website and app
  • Email Support
  • Google Sync
  • Chrome Extension
  • Basic Reports

2. Starter: $9/ month/ user

$9.99/ year/ user

$8.99/ 2 years/ user

  • 10,000 Contacts & Companies
  • Custom Data Fields
  • Lead Scoring
  • Basic Reports, Email Reports
  • Web Engagement
  • Contact Level Analytics
  • Unlimited Deals, Tasks & Documents
  • Appointment Scheduling
  • Custom Deal Milestones
  • Email Tracking
  • 2-Way Email Integration
  • Email Campaigns
  • Marketing Automation
  • Google/Shopify/Stripe Sync
  • Chrome Extension
  • 5,000 Emails (Branded)
  • Web-to-Lead
  • 3 Plugins
  • Form Builder
  • Email Templates Builder
  • Social Monitoring
  • Mobile Marketing
  • Landing Page Builder
  • Email & Phone Support

3. Regular: $29.99/ month/ user

$29.99/ year/ user

$29.99/ 2 years/ user

  • 50,000 Contacts & Companies
  • Custom Data Fields
  • Lead Scoring
  • Unlimited Deals, Tasks & Documents
  • Appointment Scheduling
  • Custom Deal Milestones
  • Email Tracking
  • 2-Way Email Integration
  • Custom Deal Tracks
  • 2-Way Telephony
  • Email Campaigns
  • Start Campaigns with the easy drag and drop builder
  • Web Engagement
  • Contact Level Analytics  
  • Form Builder
  • Email Templates Builder
  • Landing Page Builder
  • 5,000 Emails (Branded)  
  • Web-to-Lead
  • Marketing Automation
  • Social Monitoring
  • Mobile Marketing  
  • 50+ Plugins/Integrations
  • Email & Phone Support
  • Google/Shopify/Stripe Sync
  • Chrome Extension
  • Basic & Email Reports

4. Enterprise: $47.99/ month/ user

$47.99/ year/ user

$47.99/ 2 years/ user

  • Unlimited Contacts & Companies
  • Custom Data Fields
  • Email Tracking
  • 2-Way Email Integration
  • Custom Deal Tracks
  • 2-Way Telephony
  • Post Call Automation
  • Call Recording
  • Automated Voicemails
  • Email Campaigns
  • Web Engagement
  • Contact Level Analytics  
  • Lead Scoring
  • Unlimited Deals, Tasks & Documents
  • Appointment Scheduling
  • Custom Deal Milestones
  • Form Builder
  • Email Templates Builder
  • Google/Shopify/Stripe Sync
  • Chrome Extension
  • Basic, Email & Team Reports
  • Access Controls (ACLs)
  • Social Monitoring
  • SES/Mandrill/Sendgrid Integration
  • Mobile Marketing  
  • 50+ Plugins/Integrations
  • Email & Phone Support
  • Landing Page Builder
  • 5,000 Emails (Branded)  
  • Web-to-Lead
  • Marketing Automation
  • Dedicated Account Rep
  • Onboarding Coach

For more information about the Agile CRM pricing click here


PROS:
  • Free trial
  • All-in-one CRM
  • Simple to use, fast and mobile ready
  • Affordable by SMEs
  • Next generation software
  • Easy to use UI
  • Great for SMEs
  • Quick and easy to set up
  • Fantastic support
  • Cloud-based CRM
  • Feature-rich
  • Several add-ons
  • Many plug-ins available
  • Free webinar training

CONS:
  • Occasional Bugs
  • Problems while setting links to WordPress site
  • Limited email templates
  • Complex than other small business web apps
  • More customization options needed
  • Not a complete product
  • Requires basic knowledge and skills to learn the program
  • Areas of improvement: design reports, complete deals, product management to quote
  • DIY experience
  • Needs better testing and preview options
  • Need representatives with higher expertise


Agile CRM Integration

Agile CRM offers unique widgets for support, billing, e-commerce, telephony, as well as social media. Users can also integrate their own custom widget. Hence, the CRM software manages each and every aspect of the customer’s journey through the following integrations:

  • Twitter: Connect with contacts, automate social interactions and schedule tweets
  • Facebook: Engage with Facebook contacts and post on timelines using Agile
  • Google Apps: Agile CRM integrates with the complete Google Suite to enable sales
  • Twilio: Receive and make calls, record and track conversations, etc
  • LinkedIn: Connect to contacts, send messages and get updates on the social network
  • RingCentral: Users can turn call leads into deals with the Agile CRM, the industry’s bets integration tool

Specification

Supported Devices

  • Windows
  • Android
  • Web-based
  • iPhone/iPad
  • Mac

Language Support

  • English

Pricing Model

  • Annual Subscription
  • Monthly payment
  • Two-yearly Subscription

Customer Types

  • Small Business
  • Medium Enterprises
  • Freelancers

Deployment

  • Cloud, SaaS, Web
  • Mobile – iOS Native
  • Mobile – Android Native

Support

Agile CRM has a unique help desk software feature that provides support at the customer’s fingertips. The company believes that providing outstanding customer support separates decent organizations from excellent ones. Being able to provide a positive customer support experience is of the utmost importance to Agile CRM support representatives. The tool offers a host of powerful help desk automation features to understand and assist customers:

  • Ticketing:

Resolve any issue in the nick on time thanks to the tool’s powerful ticketing features. This helps to keep customers satisfied in the long run and reduce attrition rates.

  • Smart Views:

Users can enjoy customized, at-a-glance views of vital data such as ticket priority on their dashboards.

  • Groups:

Users can categorize their tickets according to issues and route them to the appropriate team such as support or sales. This helps to give customers their own dedicated customer support representative.

  • Smart Workflows:

Agile CRM leverages automation in order to prioritize tickets, set their statuses, and assign them to support executives. This reduces the time consumed in mundane administrative tasks that can be devoted to more important tasks.

  • Service Level Agreements:

Businesses can set up trigger campaigns to share alerts when the ticket resolution time exceeds its deadline. This helps customers get a clear understanding of entitlement and expectations from the customer support team.

  • Canned Responses:

This helps organizations create pre-packaged replies to ensure timely and consistent responses to frequently asked questions (FAQs). It reduces the response time as well as offers accurate responses each time.

  • Recommendations:

Users can receive automated smart recommendations based on ticket labels and canned responses. This guides the support rep team to stay on track and operate at a highly professional level at all times.

  • Ticket Labelling:

Creating and using labels to organize tickets just got easier with Agile CRM. Companies can improve their organizational operations and searchability, as well as automate workflows based on the labels. This greatly helps in streamlining the customer support processes,

  • Reports:

Users can view graphical reporting on their dashboard related to biometrics such as ticket priority, status, first response time, etc.

Also, users can avail Agile CRM’s efficient and effective support tools given below:

  • Call at 1-800-980-0729 09:00am to 05:00pm EST, Mon-Fri
  • Send an email at care@agilecrm.com for 24/7 email support
  • Schedule a call: Book a slot according to user’s time and convenience
  • Training workshops: Register and attend weekly training workshops
  • Contact sales at sales@agilecrm.com

Extras

  • 50+ Plugins/Integrations
  • Google/Shopify/Stripe Sync
  • Chrome Extension
  • Email & Phone Support
  • Basic & Email Reports

Awards/ Accolades/ Certifications

  • Agile CRM has over 15,000 customers and more than 50 plugins
  • A team of expert professionals with over 170 members
  • Annual revenue of $7 million with over 170,000 users

Competitors


Top Agile CRM Alternatives

  • Insightly CRM

Insightly is one of Agile CRM’s top competitors. The Insightly CRM software company is headquartered in San Francisco, California, and was founded in 2009. It generates 200% of the revenue of Agile CRM and is a market leader in internet software. With over a million users across various industries, Insightly is an easy-to-use customer relationship management software that has been integrated with many popular user applications and platforms. Businesses of all sizes use Insightly’s intuitive CRM tools for task, contact, and pipeline management, as well as to enhance customer relationships and improve productivity.

  • Freshsales CRM

A high-quality customer relationship management software, Freshsales is a boon for high-velocity teams of all sizes. Deemed a single contact management hub by sales professionals, the latest offering from Freshdesk’s impressive product line provides intelligent CRM tools such as direct calling, email, and event tracking, and analytical and reporting solutions, along with wonderful customer support.


Conclusion

In conclusion, Agile CRM software lives up to user expectations with regard to CRM and automation software. There are only a handful of software in the market that can perform all the tasks crucial to a business and this multipurpose platform is one of them. Agile CRM provides powerful solutions to solve both sales and marketing challenges. It is a good tool that is continuously improving, especially when it comes to customer service. Users can easily get started with the free trial that offers many useful features, and later upgrade or switch plans according to their convenience.


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Medium Enterprises
Large Corporations
Freelancers
Support
Online
Business Hours
24/7 (Live Rep)
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Integration
Integration: Twitter, Facebook, TowerData, Google Plus, LinkedIn, Zendesk, ClickDesk, HelpScout, LiveHelpNow, Tidio Chat, UserVoice, IMAP, G Suite, Microsoft Exchange, Twilio, RingCentral, Bria CounterPath, Mandrill, SendGrid, Amazon SES, Plivo, Stripe, FreshBooks, Xero, QuickBooks, Braintree, Shopify, WordPress, Magento, WooCommerce, Joomla, Drupal, Unbounce, LeadPages, Gravity Forms, WuFoo, Zapier, Webmerge, Dedupely
8.1 Total Score
1 reviews
"I chose Agile because of their value and incredible superior customer service. They really care about small-to-medium sized organizations like ours, whether you're very CRM experienced or lightly so. Every business needs a CRM these days. Compared to HubSpot or Fusion Marketing, they really present a better value and are quite robust yet simple to use. Very pleased!" — Drew Edwards

8.1Expert Score
Design
7
Usability
7.5
Support
8
Price
10
8.7User's score
Design
8
Usability
9
Support
9
Price
9
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