Agile CRM Features

Agile CRM

Sales and marketing CRM for growing businesses

4.17/5 (401 reviews)

Agile CRM Feature Summary

  • Conversion optimization tools
  • Auto-responders
  • Calendar management
  • Calendar sync with Google
  • Call recording
  • Campaign planning
  • Computer telephony
  • Contact database
  • Contact database
  • Conversion tracking
  • Custom signup forms
  • Customizable templates
  • Email alerts
  • Email tracking
  • Event calendar
  • Help desk
  • Invoice management
  • Lead generation
  • Automatic lead scoring
  • Multi-channel management
  • Project tracking
  • Real time notifications
  • Sales analytics
  • Sales reporting
  • Social media integration
  • Third party integration
  • Voicemail drops
  • Website integration
  • Workflow management
  • Mobile alerts
  • Multi-campaign
  • Appointment scheduling
  • Customer segmentation
  • Web analytics
  • Call scripting
  • Drag & drop interface
  • Custom landing pages
  • Sales forecasting
  • Auto-dialer
  • Event triggered actions
  • A/B email & landing page testing
  • Drip email marketing
  • Email templates
  • Gamification
  • Landing page templates
  • Lead assignment
  • Multi-channel marketing
  • Scheduled emails
  • Surveys & feedback
  • Web forms
  • WYSIWYG email editor
  • ROI analytics
  • Event triggered email
  • Lead prospector
  • Newsletter management
  • Click-through tracking
  • Reporting & statistics
  • Campaign management
  • Custom popups
  • Document management
  • Task management
  • Lead management
  • Contact management
  • Follow-up scheduling
  • Project management
  • Engagement analytics
  • Behavior-based segmentation
  • Sales timeline management
  • Lead nurturing
  • Campaign scheduling
  • Email alerts

Competitor Feature Comparison

A/B Testing
API
Activity Tracking
Appointment Management
Auto-Dialer
Auto-Responders
Automated Sales
Behavior Tracking
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Call Scripting
Campaign Management
Campaign Planning
Campaign Scheduling
Click Tracking
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Forms
Custom Landing Pages
Customer Segmentation
Customizable Templates
Data Import/Export
Document Management
Drag & Drop Interface
Drip Marketing
Duplicate Detection
Email Alerts
Email Integration
Email Marketing Management
Email Templates
Email Tracking
Engagement Analytics
Event Calendar
Event Triggered Actions
Follow-up Scheduling
Gamification
Help Desk Management
Invoice Management
Landing Page Templates
Lead Assignment
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
Lead Scoring
Mobile Alerts
Monitoring
Multi-Campaign
Multi-Channel Management
Multi-Channel Marketing
Newsletter Management
Pipeline Management
Pipeline Reports
Project Management
Project Tracking
Projections
Prospecting Tools
ROI Analytics
Real Time Notifications
Reminders
Reporting & Statistics
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Social Media Integration
Support Ticket Management
Support Ticket Tracking
Surveys & Feedback
Task Management
Third Party Integration
Timeline Management
Visual Analytics
Voice Mail
WYSIWYG Editor
Web Analytics
Web Forms
Website Integration
Widgets
Workflow Management
Visit WebsiteCompare App
A/B Testing
API
Activity Tracking
Appointment Management
Auto-Dialer
Auto-Responders
Automated Sales
Behavior Tracking
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Call Scripting
Campaign Management
Campaign Planning
Campaign Scheduling
Click Tracking
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Forms
Custom Landing Pages
Customer Segmentation
Customizable Templates
Data Import/Export
Document Management
Drag & Drop Interface
Drip Marketing
Duplicate Detection
Email Alerts
Email Integration
Email Marketing Management
Email Templates
Email Tracking
Engagement Analytics
Event Calendar
Event Triggered Actions
Follow-up Scheduling
Gamification
Help Desk Management
Invoice Management
Landing Page Templates
Lead Assignment
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
Lead Scoring
Mobile Alerts
Monitoring
Multi-Campaign
Multi-Channel Management
Multi-Channel Marketing
Newsletter Management
Pipeline Management
Pipeline Reports
Project Management
Project Tracking
Projections
Prospecting Tools
ROI Analytics
Real Time Notifications
Reminders
Reporting & Statistics
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Social Media Integration
Support Ticket Management
Support Ticket Tracking
Surveys & Feedback
Task Management
Third Party Integration
Timeline Management
Visual Analytics
Voice Mail
WYSIWYG Editor
Web Analytics
Web Forms
Website Integration
Widgets
Workflow Management
Visit WebsiteCompare App
A/B Testing
API
Activity Tracking
Appointment Management
Auto-Dialer
Auto-Responders
Automated Sales
Behavior Tracking
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Call Scripting
Campaign Management
Campaign Planning
Campaign Scheduling
Click Tracking
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Forms
Custom Landing Pages
Customer Segmentation
Customizable Templates
Data Import/Export
Document Management
Drag & Drop Interface
Drip Marketing
Duplicate Detection
Email Alerts
Email Integration
Email Marketing Management
Email Templates
Email Tracking
Engagement Analytics
Event Calendar
Event Triggered Actions
Follow-up Scheduling
Gamification
Help Desk Management
Invoice Management
Landing Page Templates
Lead Assignment
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
Lead Scoring
Mobile Alerts
Monitoring
Multi-Campaign
Multi-Channel Management
Multi-Channel Marketing
Newsletter Management
Pipeline Management
Pipeline Reports
Project Management
Project Tracking
Projections
Prospecting Tools
ROI Analytics
Real Time Notifications
Reminders
Reporting & Statistics
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Social Media Integration
Support Ticket Management
Support Ticket Tracking
Surveys & Feedback
Task Management
Third Party Integration
Timeline Management
Visual Analytics
Voice Mail
WYSIWYG Editor
Web Analytics
Web Forms
Website Integration
Widgets
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


29 reviews

Requires iOS 9.3 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


36 reviews

Agile CRM Feature Reviews

25 reviewers had the following to say about Agile CRM's features:

Anonymous
(Information Technology and Services company, 51-200 employees)

Agile CRM Review

2019-07-25

Overall, I'd say I've had a pretty satisfying experience with the product, nothing out of the world, but gets the job done.

Pros

- Contacts import and export is very simple - Calendar and other time management tools are pretty neat - Great integration across multiple marketing tools - Social media and email campaign management is a great add - Detailed report-generation.

Cons

- Organisation of different compartments within the tool can be a bit difficult - Rich feature-set leads to a challenging learning curve to go over.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Francesco Cortese

All in one CRM

2017-09-21

contact management and customer care

Pros

Agile CRM is customizable CRM easy to use.

Cons

It would be useful an integration with Mailchimp

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Directeur de la Relation Client (Internet company, 201-500 employees)
Verified Reviewer

Easy to use CRM for mid -range businesses

2017-06-30

By the way, there is a lack of integration between our products database (in the CMS) and Agile CRM : importing contacts and deals is easy, but surprisingly we are unable to import products.

Pros

- Many plugins available - Suport team easy to reach and comprehensive - Managing Marketing Campaigns with many templates and triggers - Sales funnel is natively designed using deals in Agile : allows you to track and forecast sales in a few clicks

Cons

- Product Management to quote, complete deals or design reports must be improved

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Agile CRM

If you don't have a large internal IT team and if you need your CRM to be strongly integrated with other systems, consider Agile CRM for SMBs.

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Internet company, 11-50 employees)

Decent CRM software for small-medium enterprises

2018-06-14

Made automation and third party integrations easy.

Pros

It's easy to use and integrates with many other platforms.

Cons

Their tracking of website visitors, email click rates has issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Agile CRM


Hi,

Thanks for your feedback. We would like to address your concern personally. There will be a senior customer success manager assigned to help you. Please share your account details so that our team can reach out to you.

Read more
Carlos Canto

In love with this powerful tool!

2018-06-06

I was able to automate my email campaigns, and act upon generated leads much faster.

Pros

Open API meaning you can integrate third party software with Agile.

Cons

Not the best User Interface/ User Experience.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Deborah Stead

After trying many other CRMs we all have fallen in love with Agile

2017-07-12

Just finished imported our Data from Zoho and all looks good.

Pros

Time to set up, User-friendly, Zapier integration, Modules (sales, marketing and help desk), Price, Email marketing, Web activity tracker, Web forms and landing pages builder, Filters and Tags for creating lists.

Cons

Help Desk database still being populated so you have to contact the Agile care team more often, but improving.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Coralie Williams

Oustanding Customer Service & Easy To Use!

2017-07-20

All works like clockwork and links with all the apps/social media. Campaigns are done with triggers by drag and drop (I havent been able to work out how to do campaigns on other CRMs).

Pros

- Drag and drop features for newsletters, email templates and landing pages - Simple and quick entry for searching, tagging, sorting, updating - Reporting features - Social media and app integration - easily done - Campaigns and triggers - set up in no time - Customer support - no need to use forums, they contact you direct

Cons

Havent found anything Perhaps to be able to use Thrive with it Recommended to Agile by marketing expert and havent looked back since. Try it - it's really simple to use no matter if you are a beginner (like myself) or more technical

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Operations Coordinator (Events Services company, 1-10 employees)
Verified Reviewer

What a great and user friendly CRM

2017-07-11

Just finished imported our Data from Zoho and all looks good.

Pros

Time to set up, User-friendly, Zapier integration, Modules (sales, marketing and help desk), Price, Email marketing, Web activity tracker, Web forms and landing pages builder, Filters and Tags for creating lists.

Cons

DKIM and SPF still a little hard to set up, Help Desk database still being populated so you have to contact the Agile care team more often, but improving.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Agile CRM

If you want something that is easy to set up and easy to use, you won't be disappointed. Loads of nice surprises with some quirk features

Source: GetApp
Helpful?   Yes   No
Read more
Neha Tewari

Verified Reviewer

Efficient, cost effective solution for small businesses

2018-06-19

Pros

It allows looking at activity down to the individual user activities and helps to identify loopholes in the campaign and amend.

Cons

Agile CRM has lots of limitations when it comes to email handling & social media integration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Jacob Koshy

Verified Reviewer

A feature rich CRM with an affordable pricing

2017-11-16

Pros

AgileCRM has all the features you would find in the top of the line customer relationship management tools including support for third party apps integration, API, campaign manager and a ready-made templates for emails.

Cons

The support is very bad and have had a lot of terrible experiences when things didn't go well. Another issue is the workflow, which isn't very intuitive and smooth.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: GetApp
Helpful?   Yes   No
Read more
Candice Perea

We use Agile CRM for a small tech startup.

2018-08-01

Contact Management, email marketing, sales tracking.

Pros

Easy to add contacts, share email, add tasks and track deals.

Cons

Also we tried the live chat feature, which didn't work so well for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Agile CRM


Hi Candice,

Thank you for reviewing us. You have rightly said, Agile CRM is the best for small businesses due to its affordability and dense feature-set (sales, marketing and service automation in one platform).
To help you use our product to its full potential, our support team is always available at support@agilecrm.com

Read more
Konstantin Traev

I searched extensively for a good CRM solution and Agile CRM seems to be best suited for our company

2017-07-20

Precise segmentation of our users Well structures users database Well organized history of each users interactions with our company Highly efficient automated e-mail marketing KPIs for our e-mail campaign Monitoring of users behavior Detailed users profiles

Pros

Excellent e-mail automation with ability to segment users based on their behavior (open rate, link clicks, website actions), very precise segmentation with the use of unlimited tags, options for push notifications and web events as triggers, very easy to use e-mail templates and also highly customizable with support of custom code and custom fields. Really useful history of every user's interactions and contacts in a nice timeline format.

Cons

for the time being there is nothing serious, which can affect my usage of the platform, only minor issues which are easy to overcome.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Javier Severino

Great Customer Support and Features

2020-01-29

Pros

Their customer support is great as the hability to send personalized bulk emails.

Cons

User interface and report customization.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Benjamin Roberts

Verified Reviewer

Try it out - it won't disappoint

2017-01-25

This system is incredibly flexible - while holding a lot of the crucial features (contact info, deal tracking, sales reports) it also offers a few customizable features that have not been seen elsewhere (landing page hosting, GoDaddy integration, full G-Suite integration).

Pros

Great for current Google Suite users, great for small teams, customizable landing pages, integration with most major URL hosting services (GoDaddy etc) and a very sleek app with support for Android and iPhone/iPad.

Cons

"Powered by Agile" appears on emails sent from system, constant reminders to upgrade your plan along the top of the system, lack of ability to hide unneeded tabs/pages.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Agile CRM

Have at least one person on your team who is comfortable with database set-up. While this program is easy to use, it does require a bit of basic know-how. HTML coding would be an asset for certain aspects of the system.

Source: GetApp
Helpful?   Yes   No
Read more
Indranil Deo

Best CRM for email campaigns

2018-04-01

Pros

Easy to use and fully featured. Also it has some cool features like email tracking, clicks tracking and lead generation.

Cons

The reporting feature in buggy can't rely on it. Importing contacts (to which you would like to add triggers) takes too long.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Marija Šakić

Complicated, some key features missing

2021-02-13

The customer service team is great, but they really need to work on their contact management features, campaign building features etc.

Pros

Building email campaigns is fairly simple

Cons

Features like bulk actions based on contact name / email, selecting unsubscribed contacts from the campaign reports tab etc. are missing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Bri Sauve

Decent for the cost

2019-01-10

If you like the price then the system does the job. But its not as comprehensive or user friendly as sales force or Nutshell.

Pros

- simple - no extra bells and whistles - ability to customize fields, reporting and admin settings -

Cons

- support takes a while to get back to you, they also don't speak English very well - support was unable to import my contact base, they also did not follow up after the support chat I had - don't seem to care for their customers as they should - if you don't pay the full price for the basic plan you have limited functionality - knowledgebase and many support options not available if on free version

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Software Advice
Helpful?   Yes   No
Read more
Tara Tiger Brown Ⓥ

Verified Reviewer

Breadth of features including customized marketing funnels but overwhelming to manage

2019-03-23

It is entirely likely that I started using Agile CRM too early in their release. The navigation and discoverability was difficult to comprehend and I felt like I was clicking all over the place to do what I needed to do. They went out of the gate with too many features and I immediately felt overwhelmed. I would have liked to start basic and add on as needed.

Pros

- Marketing funnels were highly customizable - CRM and Inbound marketing worked well together - Customer support was quick to respond

Cons

- Time consuming to setup a funnel - Difficult to test if a funnel worked before going live - Integration with Shopify was not robust

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: GetApp
Helpful?   Yes   No

Response from Prajakt


Hi Tara,
Thanks for your review. Agile CRM is specifically built considering the needs of small and medium-sized businesses. With its all-in-one sales, marketing, and service automation, Agile CRM helps businesses to sell and market like the Fortune 500.

Agile CRM comes with many features and integrations. To ensure our customers do not feel overwhelmed with the features we offer, we have our success coaches who help our customers implement the product in their businesses.

You can reach out to them by visiting agilecrm.com/support.

Read more
Anonymous
Regional Manager - Sales (Internet company, 11-50 employees)
Verified Reviewer

Great CRM with abundant features and good set of integrations

2018-06-14

Pros

Managing Contacts and Deals is quite easy. Emails reports, along with other reports, is wonderful.

Cons

There is a clear disconnect between the Deals and the Contacts. Updating a Deal doesn't affect the related contact unless there is an automation in place for the same.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer
Verified Reviewer

Way to go..

2016-12-15

Agile CRM is a good tool to use if you'd like to keep your database organised, however, needs a little more improvement on the automation features and other integrations.

Pros

The free trial is good and loaded with features.

Cons

Some technical problems reported but not quite sure if they were being resolved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Jói Sigurdsson

Verified Reviewer

Very feature rich. Marketing features incomplete or unstable

2016-11-23

AgileCRM keeps on improving, and the "typical sales CRM" side of it seems pretty solid and reasonably user friendly, but I have wasted SO MUCH TIME on the marketing and email automation side of it.

Pros

Decent reporting and functionality around standard sales CRM stuff.

Cons

Tendency to have features that are only half-baked, although they do improve over time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

1/10

Recommendations to others considering Agile CRM

I'd go with MailChimp for any email campaign needs you have. If it can't be done with MailChimp (e.g. mass mailing folks who didn't actually subscribe to your mailing list) then perhaps you shouldn't be doing it. As a sales CRM, Agile CRM is not a bad choice, but I don't think it's the most user friendly either. It doesn't seem focused around any particular way of doing sales. Currently I'm looking at Streak as a way of bringing our CRM into our Gmail inbox, but it's not necessarily the appropriate tool for everyone.

Source: GetApp
Helpful?   Yes   No
Read more
Juan Felipe Morales

Great CRM

2018-03-13

It is a software for small businesses in its free version, but it is an excellent application that allows you to manage your sales in a great way

Pros

Agile CRM is a great sales software, it includes many things like marketing and services in one place, it also has sales tracking, automation, contact management, web analysis and many other things, and besides that, an excellent interface and very clean

Cons

The free version is very limited and you will have to pay for better reports and features, like everything

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Rahul Bahri

Supportive Good to work upon

2018-08-12

As in market so many CRM software are present Agile CRM come with complete package

Pros

Track Contacts save time lead nutrition Create report is the best features sales reminders calls reminder bulk mails Action Triggers for the suitable marketing calls

Cons

Sometimes gets complicated and difficult to understand

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Agile CRM


Hi Rahul,

Thanks for reviewing our product. As we have designed a free plan for a very small startups, you would not be able to explore the real power of Agile CRM. I see that ICICI is a big company and would recommend using our Enterprise plan to exceed you expectations. There are many many automations and tasks available for a assets management company like your's. I would strongly recommend you to use a paid version and get free on-boarding as well to understand the product completely.

Do let us know if you want to explore the product further, we can show a live demo.

Read more
Madhura Samarth

Reviw For The Marketing Module of Agile CRM

2020-02-05

We've managed go up our lead gen activities significantly, keep track of leads, see a dashboard with key onfo

Pros

The software is easy to use, the training they provide is fabulous and the customer support is great.

Cons

But when you try to upgrade to more users or more contacts, the costs jump up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Vincent Lafarge

User friendly and all-in-one CRM for SMBs

2017-06-30

- 360 view over our customer journey : from lead generation to customer service - Understanding our funnel : sorted by channels, products, salesperson

Pros

- User friendly - Allows you to easily drag and drop to design Marketing Campaigns with multiple triggers - The support team gets things done - Many templates available to build sales and marketing reports - Integration is easy with our CMS (Wordpress), telephony and live chat

Cons

- Can't upload our products lists : we need to fill it manually - A bit expensive for starting SMBs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more