Agile CRM review: Pricing, Features, Pros, And Cons

Agile CRM is a popular tool that businesses use to automate sales, marketing, service, and other functions. Because the company will need more information about customers, products and orders as it grows. There is a high likelihood that you will lose customers if your system does not automatically sort and manage all the information. Let’s take a look at Agile CRM features and their pros and cons to determine if it is right for you.

Overview of Agile CRM

Agile CRM is a customer service management system that is specifically designed for small and mid-sized businesses. This platform focuses on connecting sales, marketing and customer services in one central and integrated interface. It will allow companies to increase customer engagement, optimize customer lifetime cycles, and ultimately improve conversion & profit.

There are many pricing options available, from a free plan for newcomers to an enterprise plan that supports medium-sized companies with unlimited contacts and over 50 integrations with third party plug-ins.

Get started with Agile CRM

Customer relationship management system It is essential for any company as it focuses on converting every lead to a customer and retaining customers through a customized communication.

Agile CRM makes sure its users have the ability to rely on its automated system to create a complete circle, including sales, marketing, and service. These functions all work together to help businesses increase sales and benefit.

Agile will give you access to more features. We will use three functions to categorize them: Customer Service, Marketing, and Sales. Let’s look at Agile CRM and how it can help you reduce manual work and improve the business process.

Agile Sale Enablement review

Agile aims to provide three vital services to businesses: sales is one. This function allows sales reps and managers to gather valuable information about prospects and develop insights with them at every stage of their customer journey.

What does Agile do for sales? It automates the process and provides useful functions. Let’s take a look at the first list:

Contacts for Sales Enablement
Add custom fields
Add tags to enable sale
Filter contacts and companies
Bulk Actions
Appointment scheduling
Contact pages and widgets
Email sync
Calendar sync
Deals

Add contacts

Agile’s contact management offers many options, including adding manually, importing CSV files, pulling data off the web and syncing with apps (Google, Stripe, Shopify FreshBooks, FreshBooks and QuickBooks). has more information about integration and provides guidelines.

It is easy to add new contacts to Agile. This can be done in a matter of minutes.

Custom fields

Next is Customizing contact and company fields. For optimizing sales performance and enriching customer databases, businesses will need to modify the default fields of a CRM. You can easily add custom fields to contact, companies, deals, and cases.

Filter contact information and companies

Filtering is the next feature in Agile. This is essential for all actions that are related to customers. Filters allow you to search, sort, group. This allows any member of your team, such as staff, marketer, sales agent, rep, or account manager, to access customer data. To keep track of required data, each member can create filters.

Online appointment scheduling

Agile Sales Enablement also offers online appointment scheduling. Agile created an intuitive interface to help you set up your scheduling system. Here’s the step-by-step process:

Calendar: Get the link to the calendar to email to your prospects. The “Schedule URL” can be added to as many pages as you wish

Hours of business: Choose your business hours by choosing dates and times

Types of meetings: Add name (e.g. Let’s keep it short and pick the time (with detailed minutes).

Advanced: add a Buffer time to avoid unexpectedly-scheduled appointments.

Agile allows integration with Google Calendar, Outlook, and Office 365. This makes it easy to manage your schedule.

Trigger task allows customers to automatically receive the link to schedule an appointment. You can use trigger task to send customers an email inviting them to schedule an appointment.

Deals Management

Agile CRM offers an easy-to use deal tracking system, including Deal Tracks or Milestones. Track refers to the process or pipeline by which you move deals. Multiple sales tracks can be created for a single business. Let’s take, for example, b2b, b2c, VIP deals. It is possible to create a track that suits each segment. Within a track, there are a number of milestones that define the conditions or steps where deals are made. Agile, for example, already has some default milestones. These include New, Prospect, Proposal and Won.

On the interface of Agile, you can create new deal tracks by using the Deals section. The next step is to add milestones for deals based on customer journeys you’ve created and examined. After you have created the sales track you can add deals.

Contact pages and widgets

Contact pages are an integral part of any CRM. Agile, like other CRMs, also offers contact pages. These pages allow you to see all contacts in a wide view.

Contact pages:

Contact Information: Includes basic information about the lead/customer such as name, email and lead score.

Contact Activities: All activities related to or relating to the contact, such as timelines, events, tasks and cases, campaign stats, mail, documents, web stats, etc

Contact widgets: These are flexible components that can be added to contact pages. You can instantly see the relevant information when you open the page, such as billing, support, telephony and so on. Agile lets users create custom widgets from its documents for a higher level of tech.

Agile contact pages are flexible and easy to use. These pages can be accessed even if you’re new to CRM. You can get the information you need and use them.

Email/Calendar Sync

Agile offers three integration gates for email integration: Imap, Gmail and Office 365. All email exchange between you and your contacts will be visible in the contact pages.

Agile can sync email between Google Calendar or Office 365 for Calendar Sync. This allows you to easily manage your schedule with the most popular calendar platforms.

Review of Agile Marketing Automation

Another important feature of Agile is marketing. Segmentation and personal campaigns are key features of Agile. This ensures that you don’t treat everyone alike. Automation of all campaigns is another benefit of Agile, which can save you time and increase your efficiency.

So what does Agile do with Market Automation? It automates the process with very useful functions. Let’s take a look at the first list:

Building campaigns
Social suite
Web rules

Campaign Nodes are elements of any Agile marketing campaign

A campaign is made up of nodes. Customers can perform nodes or have them automatically do their work. Important nodes in Agile

Send an email
Wait/ Wait till
Clicked/Opened
Tags
Score
Visited URL
Add task/deal/note/case (case arre helpdesk/support problems)
Close case/task/deal
Send a message
Notify
Has deal/ event
A/B Test

These nodes will be used many times in your automation workflows. They are all crucial actions that determine whether you treat prospects in the next step.

It will be much easier to create a marketing campaign that targets different segments. Agile allows users to share their desired nodes with its user community to improve.

In Agile CRM, you can build marketing campaigns

You can say goodbye to the one-size-fits-all marketing campaigns. Instead, you can create different segments based upon different customer characteristics. Let’s look at the pre-made templates Agile has provided for marketing campaigns.

Marketing Automation

Newsletter: Send newsletter to contacts, track emails opened and clicked

Automated email sending: Send an automated email to customers when they perform certain actions. Send a pdf file to customers who send forms. Later, you can send other emails.

Lead scoring: Track the behavior of leads and adjust the score accordingly. Automated editing of score and tags during the lead journey while interfacing with your brand

Social: Engage with your followers on Twitter automatically Leads can be collected from people who have sent messages, mentioned, tweeted, or searched for your brand. You can send a tweet to customers once they take a desired action, such as subscribing to a private network or sign up for it.

Split test of two email workflows

For SAAS campaigns

Signup Welcome: Agile’s SAAS project can help you send a welcome email to sign up for SaaS products or email lists.

Agile can convert trial users to a paid subscription by tracking user behavior. The software will automatically send messages to motivate users at the appropriate time.

You can set up a system for user onboarding through your website. Agile allows you to display the messages at just the right time and place.

For E-commerce campaigns

Cart abandonment: Send cart abandonment emails according to the typical timelines to bring customers back to your store.

Target promo: Send promo emails at the right time to customers based upon their behavior

These pre-made templates from Agile allow businesses to create basic, but effective, marketing campaigns that support customer journeys, starting with the first step.

The interface for workflow design is very simple and intuitive. The interface is intuitive and easy to understand.

Web Rules – How do you set up the automation?

Web rules are another tool that allows you to quickly create automated actions based on customer activity on your website.

This function has one of the most important functions: it shows popup to customers who are present in your store. You can create web rules using Agile based on certain conditions, such as:

Page URL: Show popup on which webpage

Referral URL: Show popup only for customers who come from a specific referring URL

Device: Show popup when customer uses certain devices

Tag/Tag & Created Date/ Lead Score/ Created/company/job title/owner, visit type (anonymous or existing contact/shopify cart conditions

Agile CRM supports pre-made templates for popup design. These templates can be used if you lack the time or technical skills. The templates are very basic and common so if your goal is to create a unique popup design, you’ll need to hire designers and developers.

You can use the Web Rules function of Agile to create basic and fundamental rules for collecting email addresses in order to sell more products on your website.

Review of Agile Service Automation

Group & email forwarding – Helpdesk

Agile now allows you to create multiple helpdesk groups and the system will send tickets to all members of the group. All tickets will be accessible on Agile’s interface at the Ticket section. It is quick and easy to create tickets.

Every helpdesk group has an email forwarding that receives customer emails and forwards them to the group members. This forwarding email can be quickly created after you have read the Agile guideline for forwarding emails.

Canadian responses and ticket labels

Agile allows you to manage all tickets using a system of labels. Labels work in the same way as Tags in Contacts. They allow you to organize tickets. You can set priority, assign the person responsible, and set the ticket group.

Agile allows you to create multiple responses to customer inquiries before they reach you with a specific answer.

What is Agile CRM?

Agile offers a variety of integrated marketing, sales and service features. You can find out more about each package. What is it good for? These are the solutions we will be focusing on.

Agile CRM ecommerce CRM

e-Commerce CMR, as its name suggests, focuses on streamlining purchasing journeys and ultimately improving the conversion rate.

Engagement boosting (smart pop-ups on the screen that display related products, customer feedback or discounts)

Email marketing (abandonment cart emails and automatically triggered newsletters), coupons. etc.)

These capabilities will allow small and mid-sized stores to better manage leads, increase customer engagement, save time on email marketing tasks, and be able spend more time learning the skills.

Agile SAAS CRM

Agile claims that SaaS CRM was created to help SaaS businesses grow of any size. These are the problems that need to be solved.

Number of sign-ups achieved.

The conversion rate is the percentage of signups that result in paid customers.

Over time, retention or churn with these customers

User behavior is affected by customer support

Also, great engineering and a product roadmap are essential.

Agile CRM team has developed a complete process that includes analyzing user behavior, nurturing users, converting and reporting. Here are some more details:

You can collect data to create user behavior reports by automatically signing contact from the website signups. The contact level analysis will allow you to determine the time spent on apps, visited pages, and changes in apps use over time.

Offer coupons automatically related to features that users have already deeply interacted with

Send personalized emails to your contacts who sign up but have not yet made a purchase.

One-click integration with other SaaS apps like Twilio or Zendesk.

Analyze the churning activity using their analytics, which is driven by the log data collected at each step of a user’s journey.

It also provides detailed reports about the stickiness of customers, which can be used to optimize your performance.

Growth reports: Track usage stats and compare channels over time

Funnel reports: Define the jumping in and falling off points

Analysis of Cohorts: How long does it take for a customer to become a paying one?

Filter: Demographic stats that reveal the most successful journey for a segment

Agile CRM

Contactable companies and contacts: 1000

Agile CRM’s non-profit version was created to help startups and small teams manage customer data from one location. These capabilities will be available to you from the free CRM.

Maximum 10 users
360-degree Contact Management
Surveys and pop-ups on the web
Email Sales and Marketing Reports
CRM for social media
Integrations to popular third-party plugins such as Twilio, VoIP and RingCentral for calling

The free version allows business owners to keep all their important data, including tasks and documents, in one place. This allows companies to pursue more leads and nurture customer relationships professionally.

Agile CRM for Small Businesses

Small businesses with a limited staff can benefit from the marketing automation and business sales features. It improves three main areas of a small business:

Marketing: Create and manage multiple marketing campaigns simultaneously with automated workflows. Multiple automated workflows can be created that include customer actions as well as your responses. Eg: email personalization, email tracking & reports, email A/B testing, behavior-based segmentation.

360° contact view for sales with a central and complete address book.

Services: Automated customer support, such as helpdesk tickets, feedback surveys and tracking and resolution for FAQs

What is the cost of Agile CRM?

This CRM solution can be adopted with a budget of $0 to $79.99 per month. The pricing structure is broken down into four levels.

For 10 users, $0

Starter: $14.99 per month/ $9.99 per year/ $8.99 per 2 years (NOTE – Prices per user per Month)

Regular: $44.99 per month/ $39.99 annually/ $29.99 for 2 years (NOTE – Prices per user per Month)

Enterprise: $79.99 per month/ $64.99 annually/ $47.99 for 2 years (NOTE – Prices per user per Month)

It’s easy to cancel, upgrade, or downgrade your plan at any time. You can also easily modify the plan online through Agile CRM’s online dashboard.

What is Agile CRM Usability?

Agile CRM is a top-rated, easy-to-use product. Even for non-tech users, the management interface is intuitive and quick. Because the feature has been through multiple iterations and mockups, it can be done in a few clicks.

Support & Service for Agile CRM Customers

Agile CRM provides multiple customer support options to its users.

Customers who have the free package can email Agile CRM at any time, seven days a week, 24 hours a year. Paid users can contact the support team by email or phone between 9 a.m. ET and 5 p.m. EDT Monday through Friday.

You can also schedule a call or chat online with a representative. Enterprise members will be assigned a dedicated account representative who will assist you with any questions.

Agile CRM provides free webinars on its site to help users learn more about its products. Users may find useful information on the company’s social media pages, which include SlideShare, LinkedIn, Twitter, Facebook and LinkedIn. It doesn’t make any sense to expect an Agile forum knowledge base like that of Salesforce.

Agile CRM Pros & Cons

Agile has many pros and cons. Before you decide whether you should purchase this CRM, it is important to determine what features you require from a CRM. These are the pros and cons of Agile CRM.

The Agile Pros

Affordable prices
Contact management made simple
One of the most effective email marketing tools is:
Even for beginners, the interface is easy to use and manage
Automated sales pipeline system makes closing deals easier

The Agile Cons

Starter package only offers one integration feature
Buggy email capabilities
Integration issues with third parties
Only a limited number of third-party integrations
Limited service automation features
Reporting is not done

Who is Agile CRM appropriate for?

The right CRM for new businesses and startups

Agile’s free version is suitable for start-ups and new companies. It offers basic features like contact management, marketing automation pop-ups and surveys and reports by email. There are also plugins and integrations.

Smart choice is also the Starter plan, which can hold up to 10,000 contacts. It provides all essential features necessary for sales and marketing activities. This solution can be used to optimize your automation workflow, and ensure that no data is lost or wasted.

Simple and economical selections for small- to medium-sized businesses

Here is where Enterprises and Regular plans come in. These solutions can help you manage customer relationships with up to 50,000 contacts.

Agile CRM Alternatives

There are many vendors on the market that offer Agile CRM. Each tool has a different focus. Your job is to determine what you need and then find the right solution.

HubSpot CRM

Hubspot CRM is a fully integrated CRM system that offers three functions: CRM (Marketing Hub), Sales Hub and CRM. The CRM is completely free, while the two other features can be purchased with multiple packages to meet multiple needs.

What makes Hubspot’s CRM unique:

Outstanding email integration features
It’s easy to get started with an intuitive user interface
Excellent import and exporting capabilities

What is Hubspot’s CRM back?

Its sales management system is rigid.
High prices
Technical support paid

ConvergeHub CRM

ConvergeHub was founded in 2013 and offers market automation capabilities. This solution allows you to manage all contacts and prospects, as well as forecasts and customer activities, from one interface.

Why is ConvergeHub CRM so special?

Interface that is user-friendly
Marketing tasks that are simple and easy to use

What is driving ConvergeHub CRM back?

Integrations with third-party applications are not possible

Sugar CRM

Sugar CRM is an open-source platform. It is highly customizable and can be modified to meet your needs. SugarCRM can be used in nine languages.

Sugar CRM is unique:

Communication features that stand out include phone, email and personalize messages, as well as video meetings.

High-quality visual analytics integrated

Campaign Wizard collects leads from the various engagement programs and distributes them via forms.

What is Sugar CRM’s backstory?

Integrations with third-party applications are not possible
Complex integration process

Pipedrive CRM

Pipedrive is one of the most prominent Agile alternatives. Pipedrive is a simple CRM service that focuses primarily on sales pipelines, and allows sales teams to actively manage their sales.

What makes Pipedrive CRM unique:

Integrations with third parties rich
Multi-device Access
Simple platform interface

What is driving ConvergeHub CRM back?

Integrations with third-party applications are not possible
Basic Reports Features
Complex integration process
The CRM group has new leads and contacts.

Summary

This is it! We hope you now have a better understanding of Agile CRM, an affordable option for small and medium-sized businesses. It is able to cover a broad range of customer relationship management aspects. It is able to maximize conversion by integrating multiple channels data into one system and creating complex reports to generate the best workflow for sales and marketing automation. If you are looking for a CRM system that is centrally managed and covers all aspects of your company, Zoho CRM or Salesforce CRM might be a good choice.

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