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Agile CRM Comparison
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Overview
Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Screenshots
Pricing
Starting from
$8.99/mo.month
- Free trial available
- No credit card required
- Free account
- Subscription based
User reviews
4.2
5
4
3
2
1
193
129
52
16
14
- Value for money
- Ease of use
- Features
- Customer support
88%
would recommend this appPros
Most companies will try to lock you into a one year commitment, but it is perfectly reasonable to know everything works together in harmony. Question 3: Is this the right price for me.
Agile provides a reliable database for all things from quality findings to ECO change implementations. Customized reports are a nice feature and searching is made easy.
It has a good & clear interface and user friendly. It has a very widespread marketing automation solution that allows you to mind map your workflow.
Cons
I cancelled it in December of 2019. They charged me for it in January of 2020, so I called them and cancelled again.
Some services hard to navigate, trying to work out the Auto part was a bit tricky. Also the additional cost to loose agile from my emails was a bit annoying.
In January of 2021, they charged me again for my annual subscription. I called them back and the guy tells me at first that there are no refunds.
Key features
- Total features226
- A/B Testing
- API
- Account Alerts
- Account Management
- Activity Tracking
- Alerts / Escalation
- Alerts/Notifications
- Analytics/ROI Tracking
- Appointment Management
- Appointment Scheduling
- Archiving & Retention
- Audience Targeting
- Auto-Dialer
- Auto-Responders
- Automated Publishing
- Automated Routing
- Automatic Call Distribution
- Behavior Tracking
- Billing & Invoicing
- Blended Call Center
- CAN SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Disposition
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Call Routing
- Call Scheduling
- Call Scripting
- Call Tracking Metrics
- Caller ID
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Campaign Specific Signature
- Cataloging/Categorization
- Channel Management
- Click Tracking
- Client Portal
- Collaboration Tools
- Communication Management
- Competitive Analysis
- Computer Telephony Integration
- Contact Database
- Contact Management
- Content Management
- Contextual Targeting
- Contract/License Management
- Conversion Rate Optimization
- Conversion Tracking
- Cost-to-Completion Tracking
- Create Subtasks
- Customer Database
- Customer Engagement
- Customer Management
- Customer Segmentation
- Customer Service Analytics
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Device Targeting
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Email Alerts
- Email Campaign Management
- Email Management
- Email Marketing
- Email Monitoring
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Analytics
- Event Calendar
- Event Triggered Actions
- Expiry Notifications
- FAQ
- Field Sales Management
- File Sharing
- For Call Centers
- For Sales Teams/Organizations
- Forecasting
- Gamification
- Geotargeting
- Goal Setting / Tracking
- Help Desk Management
- IVR / Voice Recognition
- Image Library
- Inbound Call Center
- Influencer Tracking
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Issue Management
- Keyword Filtering
- Keyword Tracking
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Lead Verification/Validation
- Leaderboards
- List Management
- Live Chat
- Location Tracking
- Macros/Templated Responses
- Manual Dialer
- Marketing Automation
- Milestone Tracking
- Mobile Access
- Mobile Alerts
- Mobile Coupons
- Mobile Keywords
- Mobile Optimized Emails
- Monitoring
- Multi-Account Management
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Management
- Multi-Channel Marketing
- Multiple Site Management
- Network Monitoring
- Newsletter Management
- Notification Scheduling
- Onboarding
- Opportunity Management
- Outbound Call Center
- Pageview Tracking
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Portfolio Management
- Post Scheduling
- Power Dialer
- Predictive Dialer
- Preview Dialer
- Product Catalog
- Progressive Dialer
- Project Management
- Project Planning/Scheduling
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- Real Time Notifications
- Real-Time Chat
- Recurring Tasks
- Referral Tracking
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Request Escalation
- Resource Management
- Response Management
- Revenue Management
- Routing
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Scheduled Messaging
- Search/Filter
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Shared Inboxes
- Signature Creation
- Signature Management
- Signature Templates
- Social Media Integration
- Spam Blocker
- Support Ticket Management
- Support Ticket Tracking
- Survey/Poll Management
- Surveys & Feedback
- Task Editing/Updating
- Task Management
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Team Management
- Template Management
- Territory Management
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time on Site Tracking
- Timeline Management
- Usage Tracking/Analytics
- User Interaction Tracking
- Voice Mail
- WYSIWYG Editor
- Web Forms
- Web Notifications
- Web-based Deployment
- Website Analytics
- Website Integration
- Whitelisting/Blacklisting
- Widgets
- Win / Loss Analysis
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations93
- Constant Contact
- Gmail
- Google Analytics
- Google Calendar
- HubSpot CRM
- Mailchimp
- Microsoft 365
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- Wordpress
- Xero
- Zapier
- Zendesk
Security
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
For vendors
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