Agile CRM vs PlanAutomate Project Automation

Zoho CRM

HubSpot CRM

Pipedrive

Cloud ERP

ACADEMIA ERP / SIS

Dreeven

Compare Agile CRM and PlanAutomate Project Automation based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Clockify

Clockify is a time tracking app that helps teams track work hours across projects. For unlimited users, project and client managers can measure employee productivity, track the progress of every project and do all necessary reporting and administration work in one place.

Jira

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Asana

Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

All-in-One CRM with Sales, Marketing & Service in single platform. Sales tracking, contact management, marketing automation, telephony, analytics and helpdesk.

A/B Testing

Account Alerts

Account Management

Activity Dashboard

Activity Tracking

Alerts/Escalation

Alerts/Notifications

App Notifications

Appointment Scheduling

Archiving & Retention

Audience Targeting

Auto-Dialer

Automated Publishing

Automated Routing

Automatic Call Distribution

Automatic Outbound Dialer

Autoresponders

Behavior Tracking

Billing & Invoicing

Blended Call Center

Calendar Management

Calendar/Reminder System

Calendar Sync

Call Center Management

Call Disposition

Caller ID

Call Logging

Call Monitoring

Call Recording

Call Routing

Call Scheduling

Call Scripting

Call Tracking Metrics

Campaign Management

Campaign Planning

Campaign Scheduling

Campaign Segmentation

Campaign Specific Signature

CAN-SPAM Compliance

Catalog Management

Channel Management

Click Tracking

Client Management

Client Portal

Collaboration Tools

Communication Management

Competitive Analysis

Computer Telephony Integration

Contact Database

Contact Management

Content Management

Contract/License Management

Conversion Rate Optimization

Conversion Tracking

Customer Database

Customer Journey Mapping

Customer Management

Customer Segmentation

Customer Surveys

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Document Management

Document Storage

Drag & Drop

Drip Campaigns

Dynamic Content

Email Alerts

Email Campaign Management

Email Management

Email Marketing

Email Monitoring

Email Templates

Email Tracking

Engagement Tracking

Event Triggered Actions

Feedback Management

Field Sales Management

File Sharing

Forecasting

For iPad Devices

For Mac Devices

For Sales Teams/Organizations

For Small Businesses

For Startups

Gamification

Geotargeting

Goal Setting/Tracking

Help Desk Management

Image Library

Inbound Call Center

Inbox Management

Influencer Tracking

Interaction Tracking

Most reviewers consider Agile CRM to offer strong value for money, especially for startups, and they appreciate the generous free plan. Some users say advanced features require expensive upgrades, and some reviewers find pricing jumps steep for larger teams.

Value for money

By industry, Agile CRM reviewers are most commonly professionals in marketing and advertising (16%). The most frequent use case for Agile CRM cited by reviewers is CRM (66% of reviewers).

Agile CRM

Web-based

Android

Windows

iPhone

Linux

iPad

Free

Starter

Regular

Enterprise

Software Developer

Agile CRM combines contact management, lead tracking, and task management, making it easy to tie follow‑ups and activities directly to deals and contacts for a dev-focused company like SoftWeb PK.

Well-configured, Agile CRM centralizes leads, tasks, and collaboration to make sure developers, sales, and support are on the same page regarding client history and next steps to avoid dropped follow-ups and miscommunication.

Area Manager

Agile CRM helped our team organize team tasks and maximize lead tracking, so our strategic initiatives are running much smoother.

Advanced questions see customer support that's a bit slow, and it does take some effort to fully customize task tracking for restaurant operations.

Owner

Agile CRM offers Security keeping my client information safe, it offers a good Value for Money, good Customer Support with focused Task Management lets my Team Collaboration work very well.

Mechanical Engineer

I liked the ability to have revision control and the ability to have multiple people working on a large assembly at one time, which updates.

Administrator

We had an amazing experience, for the past 4 years, we managed to keep track.and keep organised and more importantly focused.on what really matters: segmented and logical information.

Software Engineer -  QA

It helps me monitor time spent on tasks, milestones achieved.

It is not a very intuitive program, and it is pretty clunky to use. Once you learn the tricks, it gets better, but there are still a few things that don't make sense.

US IT Recruiter 

Agile CRM stands out as an affordable and user-friendly customer relationship management (CRM) solution that offers a wide range of powerful features for effectively managing customer relationships.

A powerful and all-encompassing CRM tool, Agile CRM assists businesses of all sizes in streamlining their operations and augmenting customer satisfaction.

The points that Agile CRM recahes are untouchable: retrospectives for example.

we had queries sorted in less than 24hrs.

Agile CRM is 100% secure, as everything is feature rich and well packed.

IT Recruiter 

By leveraging its comprehensive toolkit, businesses can optimize their customer relationship management procedures and boost productivity levels.

It is a useful tool for collaboration in an agile setting.

I like the analytical reporting feature of Agile CRM.

The costing is slightly higher based on features offered.

It has truly transformed the way I manage my customer relationships and has become an indispensable tool for my business.

Environmental Consultant

Its best advantage is that it is free of charge and even the paid price for 50,000 contacts and more is very low at around $9 per user.

Agent

It's a good software you can use the free version with more than 1000 customers but to benefit from all the features, you need a more expensive subscription

Agile CRM caught my attention because it is a complete CRM platform that offers a wide range of features and tools.

Data Analyst

What I liked best about Agile CRM is that it is an all-in-one platform with a comprehensive set of features to help you manage your customer relationships, automate marketing tasks, and track sales activities.

President

They tell me to disable the link, and to use a very convoluted process to first enable 2FA on our entire company's google account users, then set up a App Password in Google Account, then provide it to Agile as p/w when setting up IMAP/SMTP instead.

Quality engineer-1 

Powerful Web Analytics helps to monitor a customer’s online behavior and tracking when a customer opens the company’s web portal.

CMO/COO

Having all our tools unified in one system, all our databases automatically completed and maintained, all interactions logged, and all processes tracked - has made Agile CRM the foundation of every department in our establishment.

Assistant Professor Pediatric

It empowers businesses to scale rapidly while delivering personalized customer service.

Tech consultant 

The automation features have significantly reduced our workload, and the reports and dashboards are consistently beneficial.

 Communications Manager

We will often bring people in for a short period of time to use the system, especially if they are in a project management position.

We particularly appreciate the contact management and lead-to-opportunity tracking functions.

Product Manager

This makes it easier to group customers and leads into different categories and allows me to send out personalized emails and campaigns to each group.

Senior Data Analyst

Agile CRM appealed to me because it is an all-in-one customer relationship management (CRM) platform that includes a wide range of features and tools for more effective customer relationship management.

Coach

The company behind Agile CRM launched 500apps, which includes crm.io; however, crm.io is not as yet as good and easy to use as Agile CRM.

The mobile app, which has just been released, is excellent and offers almost all the fundamental features of the web version.

other

Very limited functionality if contacts need to share an email address.

Senior Software Engineer 

Overall, my experience with Agile CRM has helped me feel more in control and organized in managing my customer interactions, and I would strongly recommend it.

Agile CRM's user-friendly and intuitive nature renders it a perfect selection for businesses regardless of their scale.

Potentially robust functionality of campaigns, mail, newsletters, etc.

Another aspect I personally appreciate is that dashboards are modular/extendible, allowing me a complete overview of everything that matters to my work at a glance.

Zero notion of households, families, groups which share accounts or emails.

Eventually cancelled when program bugs resulted in not being able to send bulk emails without manually splitting them into groups and sending a small amount per day.

Founder

Email marketing bounces back and other email challenges never really got resolved.

Now however, Agile has created this 554 email leaving us completely unable to communicate with about 1/3 of our tenants.

Software developer

I think it's useful for project managers who need to track their projects and also for salespeople to increase the efficiency of their time management.

Key Account Manager

Great tool for maintaining optimal customer relationshipEffective lead and opportunity managementProduct effectiveness as expectedLeading to overall business efficiency

manager

They did finally get my emails working and all of the email that had been in a cue for the past year got email that had thousands of dollars worth of updates that they werent entitled to in them.

Liked the ability to tag and segment contacts, make bulk updates, etc.

The lack of customization options is the least liked aspect of Agile CRM. While it is simple to use, customizing the look and feel of the interface is not always simple.

Agile CRM vs PlanAutomate Project Automation Comparison (2026)

Agile CRM

PlanAutomate Project Automation

Overview

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Pricing

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Key features

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