Agile CRM

Agile CRM helps small businesses manage sales, marketing, customer support, and automation.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Agile CRM Overview

  • Updated December 4, 2025

Agile CRM is an all-in-one customer relationship management platform designed to support small businesses in streamlining their operations. It combines sales, marketing, and customer service tools into a single system, which helps teams work more efficiently and stay organized.

With features like contact management, lead tracking, marketing automation, and customer support, Agile CRM provides businesses with the resources needed to strengthen relationships and drive sustainable growth.

Key Features

  • Contact Management : Store all customer details, past conversations, emails, and web activity in one place for quick reference and better personalization.
  • 360° Contact View : See a full chronological timeline of interactions and a complete picture of each customer, including web visits and email history.
  • Deal and Pipeline Tracking : Manage sales opportunities by stages, milestones, and visual drag-and-drop pipelines so teams know exactly where each deal stands.
  • Telephony Integration : Make and receive calls inside the CRM, use call scripts, automate voicemails, record calls, and send SMS messages directly from the platform.
  • Appointment Scheduling : Share personal calendars to automate meeting invites and follow-ups, which helps stay organized and reduces back-and-forth.
  • Task Management & Projects : Track daily tasks and project steps with drag-and-drop ease. Schedule tasks and sync them with calendars.
  • Sales Gamification : Motivate team members with leaderboards, incentives, and performance tracking to boost sales output and engagement.
  • Marketing Automation : Build multi-step campaigns using drag-and-drop tools. Send personalized emails, social posts, and SMS messages automatically based on customer behavior.
  • Web Engagement Tools : Create pop-ups, signup forms, coupons, exit-intent overlays, and surveys to capture leads and increase conversions.
  • Email Marketing & Tracking : Send newsletters with A/B testing, templates, and personalization. Track opens, clicks, and campaign performance with trigger alerts.
  • Landing Page Builder : Design mobile-friendly landing pages with visual templates and easily capture leads through customized forms.
  • Social Marketing : Post to social channels, engage with followers, track activity, and run social campaigns from inside the CRM.
  • Help Desk & Service Automation : Handle customer support with ticketing, canned responses, feedback collection, and branded help portals.
  • Knowledge Base & Chatbots : Provide self-service help through searchable knowledge articles and chatbot tools to resolve questions quickly.
  • Reporting & Analytics : Build custom reports, schedule automatic delivery, and analyze sales funnels and team performance through visual dashboards.
  • Campaign Analytics : Track email opens, clicks, conversions, landing-page results, and social engagement metrics to support data-driven marketing decisions.
  • SEO & Web Analytics : Monitor visitor behavior, track keyword rankings, score leads with web activity, and alert sales teams about important visitor actions.
  • Integrations & API : Connect with popular tools like WordPress, Shopify, Zendesk, and QuickBooks. Use APIs for custom integrations and data syncing.

Price

Plan Price (per user/month) Key Inclusions
Free $0 (up to 10 users) 1,000 contacts & companies, email marketing, marketing automation, web forms & popups, deals & sales automation, Google Apps/Gmail sync, appointment calendar, plugins/integrations
Starter $8.99 Up to 10,000 contacts & companies, lead scoring, custom data fields, unlimited deals/tasks/documents, appointment scheduling, email tracking, web-to-lead forms, limited workflows & rules, basic service tools, plugins, email support
Regular (Popular) $29.99 Up to 50,000 contacts & companies, multi-channel campaigns, 5,000 branded emails, advanced workflows & rules, helpdesk features, detailed reports, integrations, higher API limits, email & phone support
Enterprise $47.99 Unlimited contacts & companies, advanced automation, dedicated account rep, onboarding coach, full telephony with call recording & voicemails, unlimited workflows & rules, enhanced support, highest API limits

Check Pricing details: https://www.agilecrm.com/pricing

Pros

Competitor Pros of Agile CRM
HubSpot CRM Agile CRM costs less and unites sales, marketing, and support in one tool, plus it includes telephony and appointment scheduling.
Salesforce Agile CRM is simpler to implement for small businesses and offers solid automation without the complexity or high price of Salesforce.
Zoho CRM Agile CRM delivers both marketing and helpdesk features in a unified, easier setup compared to navigating Zoho’s suite.
Pipedrive Agile CRM spans marketing, service, and sales tools instead of focusing only on visual pipelines.
Freshsales Agile CRM offers broader marketing and customer support tools, including landing pages, that Freshsales doesn’t prioritize.

Cons

Competitor Cons of Agile CRM
HubSpot CRM HubSpot offers a more refined interface and better support; Agile CRM can feel slower or less polished.
Salesforce Agile CRM lacks the depth and customization Salesforce delivers, along with advanced AI and reporting strength.
Zoho CRM Zoho brings stronger AI tools like Zia, deeper customization, and a mature ecosystem that Agile CRM can’t match.
Pipedrive Pipedrive’s visual pipeline and intuitive design are cleaner and more user-friendly than Agile CRM’s interface.
Freshsales Freshsales provides stronger AI-driven lead scoring and smoother performance; Agile CRM can lag with heavier use.

Customers' Reviews From Reliable Websites

G2 Review
Salesdorado Review
Forbes Review
Capterra Review
Trustpilot Review