Agile CRM Review: Flexible Automation Software for Business

Agile CRM Review: Flexible Automation Software for Business
Our Rating
4.7 / 5

Price Plans

  • Basic plan ($8.99/mo)

  • Basic plan ($8.99/mo)

  • Regular plan ($29.99/mo)

  • Enterprise plan ($47,99/mo)

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Agile CRM Review: In-Depth

Agile CRM is a nice platform any company can use to optimize their processes. From sales, marketing, and customer service, it will do everything possible to provide the best ones available. In this comprehensive review, readers will find info about each essential section of this business.

Key Features

This company, called Agile CRM, offers many services of high quality. Among those, there are many which focus on speeding up the marketing process in 2023.

  • Managing contacts.
  • Carrying out projects.
  • Building landing pages.
  • Marketing for email and mobile devices.
  • Track down emails.
  • Schedule one’s agenda in a clear way.

Agile CRM Review: Background Information

This is a company a businessman found. He was looking for the best CRM service he could find. As none of them made him really happy, he started thinking about the chance of setting up his own, called Agile CRM. It took this man many months, but soon, results started to pay off. Thus, he wanted to have his own good name. And he worked hard for that. The brand has its base in the US. And has been there ever since 2013. It has more than 100 people working for them. It has become the helping hand of hundreds today, across the whole world.


The first thing to do, then, was to start analyzing the data of the persons who had signed up. But that was not good enough for them. So, they had to move their systems to many places. Until, finally, the brand got to where it is today. From very basic to pro utilities, they have made this platform suitable for everyone in the sales field.

Interesting Stats & Facts

This is a software-focused brand. In the last few years, Agile CRM started growing a lot. As a result, its CEO saw that they needed more employees to keep up with the work.

  • Now, hundreds of users hire this service on a daily basis.
  • Its estimated earnings per year are 7 million dollars. That makes it quite a successful company.
  • It has more than 220 employees, so it’s also a big brand. Most of them are of Indian origin.

Service Features & Technical Details

The features of this brand are many. They group these in different parts to make it easier to access. These classes are related to sales, marketing, and solutions.

Service Features

The tools are related to different functions of a business. Some of them have to do with collaborating with others and working in teams. Others show graphs for reports and to track down posts.

Customer Relationship Management Service

Such functions aim at improving the relationship between employees and buyers. The latter may have questions or issues to solve. If they are many, it’s hard to give them proper attention.

  • It’s easy to segment the public.
  • There is an internal chat function.
  • Reminders pop up to answer clients.
  • It’s possible to store files on it.

Auto Dialer

These ones have to do with communication. In particular, the one that is made using a phone. Such features will be more useful for those who own a call center, for example.

  • People can call and record those very simply.
  • Auto scripts for calls are easy to create.
  • Dialers are powerful.
  • Owners can use a predictor before calling.

Call Center


Similar to the previous one, these features are quite a bit more specific. They aim at making the tasks of callers easier, especially when the clients are many.

  • Dialers can be automatic or manual.
  • Owners can create queues with ease.
  • Chats are quick and lively.
  • Manage campaign.
  • Employees can record their voice for bots to be interactive.

Call Tracking Capabilities

Those who work in the support field know it is crucial to know who called. If not, it is not possible to make a clear following of the customer.

  • People can identify callers quickly.
  • Owners can record calls with ease as well.
  • Tracking of leads, especially if the communications are related to sells.
  • Recognizing voices is clear.

Campaign Management Tool

Marketing campaigns are crucial for any business. For that, people need clean lists of others to contact, for example. And to manage many at the same time.

  • Keep track of a channel.
  • Marketing strategies for emails and messages.
  • Campaigns on many platforms.
  • Actions are taken on specific events.

Customer Service Options

Customer care is an integral part of any business. Without it, clients would not feel the need to go back and buy a certain product or service

  • Putting clients in a nice queue.
  • Available portal for any buyer who wants to access it.
  • Managing any turn in advance.
  • Live messages.

Customer Success Capabilities

Another branch of keeping buyers happy with a management service. It ensures that each one of them gets to the goals they had wanted. For that to happen, the company provides these items.

  • Metrics to see how engaged each user is.
  • Tools to see how good or bad the business is doing in terms of money.
  • Getting alerts each time the brand achieves a goal.

Email Management


Emails are no doubt the option of today. Most people use them to make their messages across. Yet, grouping these might turn into a nightmare, especially if the brand is big.

  • Persons can archive, monitor, and put each message into waiting lists.
  • There are shared inboxes where many employees can work together. This avoids wasting time.
  • Blocking spammy items.

Email Marketing

Email marketing is part of any serious campaign. All brands that want to increase their user-base and conversion rates should devise a plan of action that includes this.

  • They prepare emails to be displayed on any phone.
  • It is possible to use one of several templates.
  • There is a large image archive to pick from.

Email Signature Options

This is a very important part of any email. Signatures give readers the key information of the brand and the writer. They should be crafted carefully and only by pros.

  • Include any legal information pertaining to the brand, written lawyers.
  • The signature can adapt to different campaigns.
  • There is the option of including tailor-made content.

Email Tracking

Understanding the audience is key to know how to target the product. For this, one needs to know if the email was opened, read, and by whom.

  • It offers the chance to track where the email was received.
  • It is possible to segment the audience according to their traits.



Who said that working is not fun? Boosting a brand’s image not only improves its finances, but it also is fun. Turning a campaign into a game can be easy with some of these features.

  • It is possible to set goals to incentive workers.
  • It provides thorough metrics to track performance.
  • It allows working together with other teams.

Help Desk Capabilities


Informing the clients about one’s product is vital to selling. A help desk can help with this without having to spend too many resources.

  • There is the option of chatting with clients in real time.
  • If a customer has a problem, one can open tickets and track them.
  • It is possible to integrate with emails.

Lead Generation Tools

Generating leads is one of the most exciting parts of marketing. It consists of creating interest from potential buyers. Then, this can be helpful for list acquisition, for example.

  • It captures leads, that is, they make them interested in the product.
  • It also makes sure that the leads are still interested after conversion.
  • Finally, leads are classified according to their traits.

Mac CRM Power

Apple’s products are very popular across the world. And particularly in the US. So, interacting with clients who use this operating system should be part of every business’ campaign.

  • It allows users to manage clients and documents related to this job.
  • It allows clients to take a survey to rate the quality of service.
  • It is possible to track referrals.

Online CRM Options

The most convenient way for people to get in touch with brands is through the Internet. So, having a system specialized in this will help improve customer relations.

  • It allows tracking if emails are sent and answered or not.
  • It allows chatting in real time with customers.
  • It offers metrics to control performance.

Project Management


The main aim of this is reaching one’s goals in the set timeframe. For this, one has to plan a course of action, execute it, and control the results.

  • One can create milestones and track them to measure success.
  • It is possible to track time and expenses to see costs.
  • Allows to include and manage portfolios.

Push Notifications


This type of messages is truly helpful when selling a product or service. They are great when reaching out to buyers with short reviews. These will take them to the source page.

  • The process for setting up campaigns is plain and effortless.
  • People can schedule their alerts.
  • Reports are extensive to learn from errors.

Sales Force Automation

This is a tactic many companies implement to ease their load. The tasks to carry out in this field are many. That is why they offer many perks for sellers.

  • Writing proposals has a benefit.
  • Signing contracts.
  • Classifying sales.
  • Easing the load of calls, contacts, and feed itself.

Small Business CRM Capabilities


Small teams also deserve some attention. They will want more or less the same number of apps or integrations. These are only going to happen on a smaller scale.

  • Employees can set reminders when they set new tasks.
  • Live chats are both internal and external.
  • It is possible to store proposals and new emails.
  • Nice scores for leads.

SMS Marketing Opportunities

Maybe not so many people use SMS today. Still, using mobiles to market a certain product or service might be very effective. It will need some help, though, and that’s what Agile CRM offers.

  • There is an agenda. There, owners can put their contacts in order.
  • Messages have a great schedule people might follow.
  • Keywords are useful for mobile gadgets in particular.

Social Media Marketing


Branding in this type of networks is also important. It’s not enough to have a great website today. Everyone has to make sure they share the content, so they reach a wide audience.

  • Easy to manage the posts wisely and in no time.
  • Contact manager with clear references.
  • A nice filter for useful keywords is available on the site.
  • The auto-publishing feature is also there.

Social Media Monitoring

Social media listening or monitoring refers to keeping track of what others are doing. It is related to many apps and networks so that they can learn from others’ issues.

  • Influencers are present. The software allows tracking what they are doing.
  • User-friendly board.
  • Clean segmentation of the public.
  • A review of the key features of other’s media.

Task Management Options

Tasks for marketers are a lot. It’s a good idea to get organized and put these ones in subgroups. This tool, then, helps to do that. So that people can clearly see what they have to do.

  • The tool is great for mobile gadgets.
  • Persons can track each task.
  • They can assign a percentage of completion to them as well.
  • Reviews on site.

Web Analytics

Those who own a page need to know how well they are doing. And what things they have to change. To know how they perform, owners have to see the metrics for the site.

  • It’s easy to track how good are the posts in terms of conversion.
  • They have a tool for setting a goal in terms of leads.
  • People can spot the best keywords.
  • Easy to review each management process.

Key Features and Benefits of Agile CRM

Agile CRM can certainly benefit anyone who decides to hire them. Then, it is important to see exactly how. They will make the firm more robust in terms of HR.


Having a board from which to work all the time is what clients look for the most. Especially when it comes to big brands. Why? Because they have a lot of employees who usually live in other countries. So, they might not be aware of what they are doing. Integrating every task in just one board is a perk nobody can ignore. The design is very friendly and aimed at pros.

Adding the Ones, a Company Knows

There is no point in having an agenda if the owner does not fill it in with contacts. Luckily, it is a very simple process. Having too many numbers might be messy. But that’s not the case when using this tool. If a person already has the details added on some other page, they may just import it, which is quick and easy. Apart from phones, one may customize each contact with a photo, an address, and so on.

Grouping Each Deal

Making a sales deal is crucial for any business owner. What Agile CRM has is a set of tools that aims at making Each process much simpler. The first thing they have is the capacity of making many milestones at the same time. Employees can tailor these to every client. Also, there is a way of setting certain alerts to follow up on the issues that appear.

In addition to this, metrics allow owners to think about how much they’re going to earn in the near future. That could be a great motivation for other members of the team to keep on working hard. All the plans provide for these features. No matter if it’s just for one person or for more than 50.

Follow Buyers

It can be hard at times to keep up with the big volume of calls from buyers, especially if the brand is well known. Everybody knows that if customer support takes too long to answer, the client will be angry. For that not to happen, Agile CRM has ticket labels. These tags will organize each contact the company gets.

Upload Docs

This tool can easily connect to any email address. So, it is not hard to upload docs to any message that the company would like to send to their buyers. It is also possible to set up alerts for any type of reviews that people decide to put online.

Sales Essentials

These are a series of apps that allow men and women to make the process of selling plain. First, it is fairly simple to set important task is or not. To facilitate that, there is an available calendar on the site. People can link that tool to their own Google calendar if they prefer. That way, the updates will get in no time. Another very useful part is that buses can see how productive their employees are. And can also track down how many leads they are getting every month.

It works very well on smartphones. That makes it a good option for those who travel a lot and work in a remote way. Finally, its inbox can combine with Google, Hotmail, and many other well-known brands. In this way, persons can get all their messages in just one place.

Sales Enablement

This is not just a set of tools. They will cover any part of selling from the very beginning. It includes every process that takes place before, during, and after the deal. One way in which these apps are beneficial is that it makes the process stronger. So, the crucial one in this group is a feature that personalizes each client. The sales rep will be able to know how the customer behaves before offering the product. He or she will have info on his likes and dislikes. Also, about the way in which they buy the things that they like.

That will make the procedure for selling very smooth not only because the apps are faster. But also because the person is going to be able to tailor each one of their words to the buyers’ needs.

Marketing Campaigns and Workflows

This is also a piece of software that will improve marketing campaigns and efforts in this field. It is suitable for many audiences. For those who have a few numbers of employees working for them, it’s clear that they will save time. But for bigger brands, it will be even better. Because no matter how many declines are, they will feel as if they were connected to the organization. Some tasks that are available using this platform are scoring, segmenting, and tracking down leads. Also, steep metrics will give powerful insights about how the company is going.

Those numbers will help each rep to take action in a good way. They are going to see what the data tells them and then acting consequence. In this manner, the sales cycle will be much shorter. And every buyer will feel as if the company is reliable.



Calls can be quite a headache if people do not manage them In a classy way. So, there are many groups of tools that Agile CRM has on the board. First, it’s quick to call any person with just one click. There is a virtual number pad that they can use to call any contact. In addition, shoppers may decide to call the brand. And they will also be able to get these ones using the app. As soon as the customer calls, a window will open, showing personal details on them.

After the process is over, reps will be able to take down notes and sort them out. This is great for them not to forget any important data about the call. They may also choose to record the chats just in case any issue arises. Then, employees can store these files in the account that belongs to each client.

Social Importance

Agile CRM also seems to think about social media today. It’s true that the whole of the clients is likely to have any type of network. That is why it is easy to connect these accounts to Twitter, for example.

Help Desk

This group relates to customer care. This will make a good company stand out from a bad one. Word-of-mouth today is very important. And no client will be happy if the customer support is not up to the standards. So, the focus here is to make each experience a tailor one. So that all buyers can feel they are special. This class of apps is desktop ones. Meaning that people can download them to their PCs. Agile CRM claims that it works better for small teams.

It is possible for employees to solve issues very fast using their ticket system. It involves tracking and alerts to reduce how much they feel tired. Those tickets can be put in a group depending on the type of client they are about. Or anyone can assign those issues to other partners. Finally, they will be able to see if the ticket has a certain priority. Or if it can be postponed for later.

Web Engagement

This is one of the most powerful indicators of how well a website is doing. If users are engaged, that’s it. A person has achieved its goal. So, platforms should try and give owners the tools to get to know how much of this they got. First of all, landing pages have this info. These are the place were future clients arrive. And they need to catch their attention. So, Agile CRM offers critical metrics to know if those users remained there, or if they left.

Knowing this, it will be easier to turn leads into sales. Web forms are nice ways to get that info. Owners only need to know a little bit of coding. Then, people will access that link from the landing site. And people will collect whatever they want to improve their own site.

Web Rules

Owners can decide on their own rules for visitors when they land on the page. Some of those rules are related to pop-ups, for example. The good thing is that people can apply templates. They do not need to know how to code to achieve their goals. Persons only have to have some basic notions of HTML and how to edit it.

Landing Pages

Another aspect of its design has to do with landing pages. These are the first thing users will see as soon as they enter a URL. That is why it is key that the page looks well-designed. For this to happen, Agile CRM gives free templates which are easy to use. These update every week, so no page will look the same. Finally, these sites are mobile responsive. Meaning they will function very well on the phone.

Monitoring Activities

If there is a boss who wants to control what is happening within the platform, they can do it. There exist many filters that allow for this. The info will appear per contact or per team member.


The metrics that users can download are extensive. The graphs are simple to read and have a nice design. Individuals can decide to filter the info on many terms. One of them is traffic on the web or on the mobile gadget.

Apps & Extras

Buyers usually value every extra that platforms can give them. Those, for example, are plugins, which are truly useful for any page to be custom. The ones this tool have available are Paypal to process payments with ease. Stripe is also in the same group. Other names include fresh books and QuickBooks. There are also social media ones, like Facebook. In addition, popular ones like LinkedIn, Twitter, Zendesk appear there. Finally, there are apps for making phone tasks plain, such as VoIP.

Custom Domains

Long URLs can kill the mood of clients today. If some of them are looking for a service or product, they want to find it now. A great way of doing this is by using a shortener. And Agile CRM can be the perfect tool for that to happen. Custom domains are not hard to get anymore. The links can then add to the menus. In this way, traffic will surely find it without leaving the page. The URL will be simple to remember. And it won’t add up to any confusion.

CRM Reporting

These are also related to metrics. Depending on the goal, owners may see what they want to see in the info clearly. Such graphs can also be auto. That means that whenever a date arrives, they will appear on the inbox very quickly. Or people can do this in a manual manner. So, they obtain the reports on every moment that they want to. Some of them are about the clients and their growth, for example. Others relate to the number of clicks the web gets.


This is a platform with a lot of reach in terms of functions. Still, it tries to extend it even more with the integration of other social media accounts. And with payment processors, for example. Some examples of such apps are below.

  • Facebook, Twitter, LinkedIn.
  • It also supports apps related to Google.
  • Tools related to payment like Stripe or Amazon SES.
  • WordPress so that writers can promote their posts.
  • VoIP to make the quality of video calls better.

Agile CRM Plans & Pricing

As seen before, the app has hundreds of functions. Luckily, clients can decide to hire these in packages. There is even a free option for those who cannot afford the services. Let’s take a look at the details of these below.


Free Plan

As its name shows, it is free of charge. The number of users it allows is quite low, only 10. But it is still a nice alternative for people who own a small service. The groups are the same for all plans. In terms of sales, there are options for scoring leads and tracking emails. Marketing and service make it easy to build up groups and forms on-site.


  • No money involved.
  • Google Sync.
  • 1 plugin
  • Campaign for emails.

  • Too simple reports.
  • Limited numbers.

Starter Plan

The plan is quite affordable for small teams. The number of contacts supported is ten times more, up to 10,000. The email integration is quite good. Especially when compared to the other plan. It’s also possible for owners to monitor their social apps.


  • Email reports.
  • Combined with Stripe.
  • More plugins.
  • Phone support.

  • Some functions are missing.

Regular Plan

Such a package is five times bigger than the previous one. It is clearly aimed at medium companies. These will have a fairly good budget, and consider that they have a nice site. Because of this, they will need a large number of plugins.


  • Email analytics.
  • Affordable for the right public.
  • Great customer support.

  • No reports for teams

Enterprise Plan

This is the last option aimed at business. Of course, it considers those with a great number of employees, for example. These will truly need access to a big dashboard. The number of contacts they can have is unlimited, which is good for popular agendas.


  • Private attention.
  • Best keywords and traffic.
  • No limits for contacts.

  • Slow to upgrade

Price & Key Features Comparisons Table

The best plan will depend on the type of client. Those who are just starting and have a low budget can just access the free one. In turn, big companies have hundreds of options in the most expensive one. Below, readers can find the crucial points of each one.

Free Starter Regular Enterprise
Price/Mo Free $8.99 $29.99 $47.99
N of Contacts 1.000 10.000 50.000 unlimited
Social Monitoring No Yes Yes Yes
Plugins 1 3 50+ 50+
Reports Basic Basic & email Basic & email Basic, team & email
Email Integration No Yes Yes Yes

Terms & Conditions

The most important thing to hire this service is that the person is of age. And, of course, that they should not be bots. All changes to the policies will send via email to the client. For example, they will send over updates, news, and any issue a person might have about it. In terms of passwords, it is users who have to take care of their own. This way, they make sure their info is safe.


The plans have a limit on the number of clicks they allow. If buyers have suspicious activity, they might take some measures about the profile. Of course, they will notify the person if this happens. The last part of the policy states that they have all the rights over whom they accept.

Privacy Policy

Data security is one of their priorities. They are quite aware of how people react towards leaks of their private info. That is why Agile CRM states that their clouds host in Google and Amazon. These are very trusted brands, of course. Then, the team claims that they would only use the data to improve how the platform works.


In addition, they will not bother clients with spammy emails. Customers will only get special offers and discounts if they decide to sign up for those. Third party sites do not have any access to clients’ info. And they promise not to disclose any details ever. The same happens with all the apps that function within the platform.

Refund Policy

Buyers pay for these plans month by month. That means that they can issue no refunds for the 30 days a person already billed. The only thing they can allow is for shoppers to cancel those plans as soon as they see it fit. The same applies to packages paid on a yearly basis.

Customer Support

Their customer support is said to be top-notch. Even if it doesn’t have a lot of options, they are available 24/7 and are fast. Also, they give true solutions to any problem that may arise.


In terms of online contact, the brand branched into two groups. They did this so they can give better attention. So, shoppers can send an email either to the customer care section if they have a question or an issue. Or to the sales department to hire their services.


A phone number is the most direct way for communication. That is why the team has many. As a result, buyers who live abroad will not have to spend so much money on calling. So, the available countries are the USA, the UK, AUS, and India.

Online Chart

This is not available on the site. It would be quite useful, for clients would not have to send any personal message from their own account.

Support Center

Their support center is complete. In that section, they uploaded a series of articles that serve as a guide to the page. So, new users will be able to start their journey using the platform without any doubts. It is a sort of FAQ section, but with more info. First, there is a list of blogs related to the most important functions of the app.


Then, that section lists all the features one by one. The one that appears in the first place is Marketing automation. Inside of it, there are reviews on, for example, how to build the best campaign. After that, there are also different guides on each one of the perks that the webpage shows in its menus.

Social Wall

Knowing what previous buyers think about a product is essential for new ones to trust in it. That is why this brand chose to display what persons say about them. The social wall, then, shows what people decided to post on their media accounts. The most important thing is that they mentioned Agile CRM on those posts. Some of them belong to Twitter, for example. Others to Facebook, LinkedIn, and even Pinterest. This is a nice way for them to increase their social proof.

Quality of Service

Many previous clients claim that they are happy with the products they got. Most of them praise the quality of customer care aid. For example, they say that they work in a timely manner. And that they allow for grouping tickets under different labels. That’s great for organizing big brands. Also, there are great perks when it comes to pricing. That is to say, those who decide to keep their plans year by year will get a good discount.

Customer Types

There are many who would like to hire such services. Yet, not all of them belong to the same sphere. While there will be individuals, most of these buyers will surely be small teams. Let’s break down the groups below.

Who is Agile CRM Best For

Each group of human beings will, of course, have diverse needs. It’s not the same as being a freelancer than having a large business. It differs in terms of costs and desires.

Small Businesses

A small business may feel good using these packages. Their starter option seems suitable for them. The number of supported apps is not low, and the price is affordable. In addition, they will have a big quantity of emails to the label, which is great for those with a big client base.

Medium Businesses

In terms of medium teams, they have the chance of accessing the regular pack. There, sales and marketing options are many. But the juiciest ones come in the extra sections. Support will be available for both email and phone, for instance. The reports will also be useful for such companies.

Large Enterprises

Such businesses will also be quite happy when paying for these products first because they will be able to integrate many other websites. Social media, for instance, is very easy to use from this board. But it is also feasible to combine it with payment processors like Paypal, or Stripe.


Those self-employed workers are the ones with the lowest budgets. But they are also the members with the least requirements. Unless they have hundreds of clients, then the free plan can suit them greatly.

Agile CRM Pros & Cons

There are many good sides to purchasing these services. Most of them entail saving time and effort in business tasks. Yet, there are some grey areas pointed out below.



  • Cheap when considering the number of tools it gives.
  • Good design and board in general.
  • Creating an account is effortless.
  • It can combine with other apps as well.
  • Efficient tech support.
  • The basic plans have many limits. Especially when it comes to marketing features.
  • Updates may be drastic and confusing at times.

Top 5 Agile CRM Alternatives

There are many automation options for users when it comes to software management. In the review below, people will get to see if they are suitable for them. It’s also wise to contact the team.



Pipedrive is an integral service in the field of CRM. It mostly aims at persons who need small products. Their free trial is long, so those who want to can open it at any time. It also has a mobile version for those who require remote work.

Fresh Sales


The idea behind this platform is giving speed to a business. It has an AI that will improve both customer care and telephony in general. That will reduce the costs of a company. It’s cheap, though not as much as Agile CRM.

Salesforce CRM


The plan is quite pricey, especially because it does not allow for a lot of team members. And it also lacks a lot of useful functions, such as tags. Or link shorteners, which are key today to make it easy for clients to access the site.

HubSpot CRM


This might be a very convenient option for people with a low budget. Why? Because it is free of charge. Clients will not have to put any money upfront to use the most basic features. But the integrations are not great. Brands will have to upgrade if they want better alternatives.

Zoho CRM


This is the cheapest brand in the field. Yet, it has a good reason. All the traits are very basic and not really suitable for big brands. In addition, it doesn’t have a free trial either. So maybe customers are not so convinced when setting up a new account.

Agile CRM Competitor Comparison Table

Comparing the basic plans for each service got these results. It’s useful to have a visual idea of the benefits and perk each one of these has in 2023.

Pipedrive Fresh sales Salesforce CRM Hubspot Zoho CRM Agile CRM
Price/Mo $12.50 $12 $20 Free $8 $8.99
Free Trial Yes Yes Yes Yes No Yes
Custom Tags Yes Yes No No No Yes
URL Shortener No No No No No Yes
Integrations Yes Yes Yes No Yes Yes
Mobile Version Yes No Yes No No Yes
Automation No Yes Yes Yes Yes Yes
Detailed Reports Yes No No Yes No Yes
Lead Scoring No Yes Yes Yes No Yes
Gmail extension Yes Yes Yes No No No
Multicurrency No Yes No Yes Yes No

FAQ Section

What Is a CRM Module?

It is a module related to the bases of data. They aim at making each person who works varied places more functional. Most of the times, this field divides into 3 main groups. The first one of these is Sales. Of course, it aims at having more sales options. That includes grouping contacts and seeing how time goes by at work. The second part is marketing. Funnels today are key for any item to succeed. Campaigns can be tough, and here is where they offer their help.

What Does a CRM Manager Do?

That person will be the one in charge of taking care of clients. They will know these people desires, wants, and issues. And they will be the ones who try to stop them before they take place. That’s the way employees ensure buyers are happy. As their name shows, these persons will oversee what others are doing. Also, trying to make sure that they solve each ticket is essential to be a good CRM manager.

What Is Agile CRM?

This is a platform that combines several services. Those ones relating to sales, marketing, and customer care. Within each class, there are a number of benefits. And all of them are quite affordable. Their perks include aspects of the phone, and making a job seems like a game. That’s crucial today. In the world we live in, every person wants to have fun. And without clear goals, nobody wants to do the best they can.

How Does Agile CRM Work?

It has an approach that intends to store buyers info for the future. With that data in mind, the AI will try to make every process simpler and quicker, especially when it comes to business. So, the software will have key data about the sales funnel, for example. And is going to try to give each owner what they require at a certain moment. The main focus, then, is to have top-notch client care. And to offer a powerful board to carry out many tasks from just one place.

How Is Agile CRM Different Than Other CRM Software?

First of all, they have an excellent free version of their automation program. This means they want to include those who truly desire to hire the services. Even if they do not have a large budget to afford it. Also, it has a lot of perks within just one dashboard. As readers can see, even their page is crowded with hundreds of apps they support. They consider not only client care or sales funnel, but also social media. And even blog posts.

The Final Word

Agile CRM offers a great number of features for users to exploit. What is more, they are very user-friendly. In spite of some small drawbacks, this service allows organizing one’s data to fit their needs. Contacts, documents, and deals can be dealt with easily. Its excellent interface also makes it a joy to use in 2023. The only aspect that could need some polishing is their email marketing, and maybe their catalog of templates. Yet, they do not overshadow the overall quality of the service. Any client looking for a quality CRM service should give this one a try.

Published: August 13, 2019Updated: February 24, 2024

Matt Robinson

Matt Robinson

Matt is an experienced technical writer and translator skilled in writing targeted texts for a variety of audiences. He has a diversified background, including social media management of various products. He is a data-driven strategist and a passionate story-teller. He posts about all social innovations and delivers high-quality research and content to our readers.