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Agile CRM Comparison

Overview

Category Leaders

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

5

4

3

2

1

193

129

52

16

14

  • Value for money
  • Ease of use
  • Features
  • Customer support
88%
would recommend this app

Pros

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.
  • Vendor responds to reviews
  • Last review9 days ago

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
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • 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

10+ YEARS RECOMMENDING SOFTWARE

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