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Agile CRM

Brand : Agile CRM

Starting at $ 14.99

Businesses may simplify their marketing, sales, and service activities on a single platform by using Agile CRM, a comprehensive web-based solution. ...Read more

Agile CRM Software Pricing, Features & Reviews

What is Agile CRM Software?

Agile CRM is a robust and versatile solution designed to empower enterprises with comprehensive customer relationship management. Trusted by over 15,000 customers globally, it offers a rich set of 50+ sales features to efficiently manage both potential and existing clients. The great CRM software seamlessly integrates with popular platforms, including Twitter, Google Apps, Facebook, LinkedIn, and more, simplifying contact management and marketing tasks.

Also, the software excels in telephony capabilities, enabling businesses to initiate outbound calls, record conversations, and manage inbound calls within the same platform. With its automation capabilities, Agile CRM enhances marketing campaigns and enables personalized customer interactions, making it an invaluable tool for various organizations.

Key Functionalities of Agile CRM

  • Contact Management: Maintain a comprehensive customer database, evaluate customer behavior and interactions, and access detailed contact profiles.
  • Single Page Management: View all contact information, social interactions, communication history, and notes on a single page for efficient contact monitoring.
  • Email Sync: Synchronize up to three email accounts (e.g., Office 365, Gmail, and Microsoft Exchange) and enable two-way email communication between staff and customers.
  • Visual Contact Timeline: Track the complete activity history of individual contacts, including email communications, viewed content, and social media updates, for up-to-date business insights.
  • Powerful Web Analytics: Monitor customer online behavior, track website visits, time spent, and traffic sources, providing valuable insights into customer engagement.

Why Choose Agile CRM?

  • Sales Automation: Agile CRM streamlines sales processes, automates tasks, and increases sales team efficiency.
  • Marketing Integration: Integrate marketing efforts, create personalized campaigns, and engage with potential clients effectively.
  • Customer Engagement: Enhance customer interactions, provide personalized services, and build long-lasting relationships.
  • Easy Integration: Agile CRM easily integrates with various external platforms, simplifying contact management and marketing efforts.
  • Telephonic Capabilities: Enjoy top-notch telephonic features for improved client communication, outbound and inbound calls, and automated marketing campaigns.

Benefits of Agile CRM

  • Enhanced Communication: Agile CRM offers advanced communication tools for seamless customer interactions, including telephony features and third-party integrations.
  • Workflow Automation: The software simplifies business processes by automating lead engagement, follow-ups, and task assignments, reducing manual workload.
  • Multi-Channel Engagement: Agile CRM facilitates communication with customers through various channels, including email, social media, and telephony, ensuring better customer engagement.
  • Real-Time Monitoring: Businesses can monitor customer interactions in real-time, helping them respond quickly to customer needs and queries.
  • Automated Task Management: Agile CRM streamlines task management by assigning specific tasks to team members automatically based on predefined triggers.
  • Improved Sales Performance: With Agile CRM, businesses can boost sales performance by automating deal closure processes and nurturing leads effectively.
  • Customized Customer Engagement: The software allows for personalized greetings and call scripts, creating a tailored customer experience.
  • Detailed Call Records: Agile CRM provides comprehensive call logs, allowing businesses to keep track of all customer interactions and call history.
  • Collaboration and Integration: Agile CRM offers features that promote collaboration among team members and integration with other essential tools and platforms.

Pricing of Agile CRM Software

Agile CRM pricing starts at $14.99 at techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

Agile CRM Pricing & Plans

Starter
  • Service & Support
  • CRM Integration
  • API Based
    • Monthly
    • Quantity
Starting at $ 14.99
Regular
  • Mobile Device Management
  • Service & Support
  • CRM Integration
  • API Based
  • Appointment Scheduling
    • Monthly
    • Quantity
Starting at $ 49.99
Enterprise
  • Mobile Device Management
  • Service & Support
  • CRM Integration
  • Call Recording
  • API Based
  • Appointment Scheduling
    • Monthly
    • Quantity
Starting at $ 79.99

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Agile CRM Features

Customer Information Management (CIM)

  • icon_check CRM Database Centralized repository for storing and managing customer data.
  • icon_check Interaction History Chronological record of all communications with each customer.
  • icon_check Account Management Tools to oversee and maintain customer accounts and relationships.
  • icon_check Customer Profiles Detailed views of customer information and interaction history.
  • icon_check Audience Segmentation Categorize customers based on specific criteria for targeted marketing.

Sales Enablement

  • icon_check Sales Funnel Management Visualize and manage potential sales prospects through stages.
  • icon_check Sales Projections Predict future sales and revenue based on current data.
  • icon_check Lead Lifecycle Management Track and nurture leads from acquisition to conversion.
  • icon_check Automated Sales Workflow Streamline sales processes through automation of tasks.
  • icon_check Business Process Automation (BPA) Automate repetitive tasks to streamline business operations.
  • icon_check Territory Management Assign and manage sales regions to optimize coverage.
  • icon_check Opportunity Management Identify and manage potential sales opportunities effectively.
  • icon_check Quote Management Create, track, and manage sales quotations efficiently.
  • icon_check Sales Order Management Oversee and process customer orders from initiation to fulfillment.
  • icon_check Contract Management Create, store, and track customer contracts systematically.

Marketing Automation

  • icon_check Customer Segmentation Divide customers into groups for personalized marketing.
  • icon_check Campaign Automation Automate marketing campaigns across multiple channels.
  • icon_check Drip Campaigns Automated series of emails sent based on user actions or timelines.
  • icon_check Lead Nurturing Develop relationships with potential customers through targeted content.
  • icon_check Email Campaigns Design and send targeted email marketing messages.
  • icon_check Customer Journey Mapping Visual representation of the customer experience across touchpoints.
  • icon_check Trigger-Based Automation Initiate actions in response to specific customer behaviors.

Data Sourcing / Integrations

  • icon_check Third Party Integrations Connect with external applications to enhance CRM functionality.
  • icon_check Email Marketing Tools Integration Connect with email platforms for cohesive marketing efforts.
  • icon_check Marketing Tools Integration Integrate with various marketing platforms for unified operations.
  • icon_check Interactive Voice Response (IVR) Integration Incorporate IVR systems for automated telephony interactions.
  • icon_check Social Media Integration Connect and manage social media channels within the CRM.
  • icon_check API Integration Utilize APIs to enable custom integrations with other systems.
  • icon_check Data Import/Export Transfer data into and out of the CRM system seamlessly.
  • icon_check Ecommerce Integration Link CRM with online shopping platforms for streamlined sales.
  • icon_check Calendar Integration Sync calendars to schedule and track meetings and events.

Collaboration and Communication Tools

  • icon_check Omnichannel Support Provide consistent customer service across multiple channels.
  • icon_check Sales Process Task Management Assign and monitor tasks related to the sales process.
  • icon_check Internal Messaging System Facilitate real-time communication within the organization.
  • icon_check Template and Document Management Store and manage templates and documents centrally.

Security & Compliance

  • icon_check GDPR & Data Privacy Comply with data protection regulations to safeguard privacy.
  • icon_check Data Encryption Protect data through encryption during storage and transmission.
  • icon_check Activity Logs Record user activities for monitoring and auditing purposes.
  • icon_check Role-Based Access Control (RBAC) Restrict system access based on user roles.
  • icon_check Backup & Disaster Recovery Ensure data is backed up and recoverable in emergencies.

AI & Machine Learning

  • icon_check AI Assistants Utilize AI-driven tools to automate tasks and provide insights.
  • icon_check Lead Scoring Evaluate leads to prioritize based on conversion likelihood.
  • icon_check Predictive Analytics Analyze data to forecast future trends and behaviors.

Reporting & Analytics

  • icon_check Real-Time Analytics Instant access to reports and insights for agile decision-making.
  • icon_check Customer Insights Analyze customer behavior, preferences, and interactions for data-driven decisions.
  • icon_check KPI Tracking Measure key performance indicators (KPIs) to evaluate business success.
  • icon_check Personalized Dashboards Custom dashboards to track KPIs, sales, and customer insights in real-time.
  • icon_check Predictive Analytics Analyze data to forecast future trends and behaviors.
  • icon_check Sales Reports Monitor sales performance with detailed reports on revenue, deals, and targets.
  • icon_check Campaign Performance Track marketing campaign success through engagement, conversion, and ROI.
  • icon_check Market Trend Analysis Identify industry trends to adapt strategies and stay competitive.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users when specific CRM events occur.
  • icon_check SLA Violations Alert teams when service-level agreements (SLAs) are not met.
  • icon_check Customer Activity Alerts Receive alerts when customers take key actions, like purchases or inquiries.
  • icon_check Real-Time alerts Instant notifications for critical business updates and customer interactions.
  • icon_check Push Notifications Send notifications to mobile devices for quick updates and reminders.
  • icon_check Error Logs Track and report system errors for quick resolution.

Others

  • icon_check Appointment Scheduling Group appointment scheduling options to streamline the process and enhance productivity.
  • icon_check Mobile CRM

Agile CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows iOS Android MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Email, Communities
  • Videos
  • English

Agile CRM Reviews

87%

Have recommended this product

Overall Score

4.3/5
Based on 12 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

Pros

pros_icon “The mobile app is a great feature for always staying on top of things when I am not at the office.” Rajinder Singh - Jan 17, 2025

pros_icon “The reporting features help me track progress and analyse data effectively.” MIHIR DATTANI - Dec 10, 2024

pros_icon “You can create and track email campaigns easily. This is huge for marketing.” Babys Parlor - Nov 2, 2024

Cons

cons_icon “There is a lack in advanced analytics. The analytics features are not as deep as what you might find in other bigger CRMs.” Rajinder Singh - Jan 17, 2025

cons_icon “Every now and then I have noticed some glitches or bugs in the system that are annoying.” MIHIR DATTANI - Dec 10, 2024

cons_icon “The user interface is not always smooth. The UI is alright but at times it still feels a little dated and not as slick as some other CRMs.” Babys Parlor - Nov 2, 2024

Agile CRM Video Reviews

youtubeVideoId

“Agile CRM Honest Review Watch Before Using”

4.5

Review by: Wise Explainer

youtubeVideoId

“Agile CRM Review Is Agile CRM Worth it Top Features, Pros and cons, Walkthrough”

4.6

Review by: Business Guide

I

Israel

Verified reviewer:linkedin_verify

Administrator, Non Profit

2-100 Employees

Software user since: < 6 months

Reviewed on: Oct 10, 2024

4.3/5

“Great Contact Management for Small Teams”

It's incredibly well-organized and simplifies the process of following up with leads. It may not be able to accommodate all of my needs when my firm expands, but for the time being, it works well for a smaller workforce.

Pros :

Cons :

Switched from : Nimble CRM

Reason to switch : Agile CRM gave me better contact management tools than Nimble CRM.

Features

4.5/5

Value for Money

4.5/5

Customer Support

4.5/5

Ease of Use

4/5

Likely to Recommend

9/10
RS

Rajinder singh

Verified reviewer:linkedin_verify

Administrator, Banking

501-1000 Employees

Software user since: < 6 months

Reviewed on: Jan 17, 2025

4.6/5

“Handy Mobile App but Analytics Could Be Better”

The Agile CRM mobile app is great as it keeps me informed about upgrades and tasks even when I'm not in the office. However, it can occasionally be restrictive because the analytics features are somewhat simple and don't provide the more in-depth information.

Pros :

Cons :

Switched from : Bitrix24

Reason to switch : Agile CRM gave me a better mobile experience than Bitrix24.

Features

4.5/5

Value for Money

5/5

Customer Support

4.5/5

Ease of Use

4.5/5

Likely to Recommend

9/10
MD

MIHIR DATTANI

Verified reviewer:linkedin_verify

Administrator, Professional Services

501-1000 Employees

Reviewed on: Dec 10, 2024

4.1/5

“Good Reporting but Occasional Bugs”

Agile makes it simple and hassle-free to monitor progress and analyse data. But occasionally, I've encountered a few bugs, particularly when I'm working on something crucial.

Pros :

Cons :

Switched from : Salesforce CRM

Reason to switch : Salesforce was too expensive for my business.

Features

4/5

Value for Money

4.5/5

Customer Support

4/5

Ease of Use

4/5

Likely to Recommend

8/10

Agile CRM Company Details

Brand Name Agile CRM
Information Agile CRM
Founded Year 2013
Director/Founders Manohar Chapalamadugu
Company Size 1-100

Agile CRM FAQ

A Agile CRM software is compatible with Windows systems.
A Yes, you can download and install Agile CRM's dedicated mobile application for Android and iOS devices.
A Agile CRM system supports web-based deployment.
A Agile CRM pricing starts at $14.99 at techjockey.com.
A Agile CRM Software is typically used in All businesses and industries.
A Yes, Agile CRM solution free demo is available at techjockey.com.
A Agile CRM Software offers a free trial. However, the premium plan with advanced features is available at techjockey.com with exciting deals.
A Agile CRM software installation is not required, as it is web-based. Just open the Setup Wizard to get started.
A The great CRM software seamlessly integrates with popular platforms, including Twitter, Google Apps, Facebook, LinkedIn, and more, simplifying contact management and marketing tasks.

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