Agile CRM Review – Project Management Platform

In this Agile CRM review, you'll find more information about its features, pricing, pros and cons and why you should consider using it.
8.3/10 (Expert Score)
Product is rated as #10 in category Project Management

Most modern CRMs don’t have small to mid-range businesses as the main consumer audience. They target large conglomerates, which are their main demographic.

This means that the pricing is expensive, the packages aren’t suited to companies with fewer employees, and the features are optimized to suit bigger companies.

Agile CRM, on the other hand, is the exact opposite. If you have less than fifty employees in your office, Agile CRM is just what you need.

Not many CRMs are made with small business in mind. Here’s our Agile CRM review; an app specifically made for the little guys.

Click on “open” if you want to see exactly what we will talk about in the rest of this article.

Quick Overview

Agile CRM review: Learn everything in 30 seconds

What is Agile CRM?

Agile CRM is a relatively newer platform than some of its competitors, so it has some catching up to do. But, in its short span of existence, the app has solidified itself as a major industry leader.

The app has a modernistic view on the whole CRM industry. It changes many things people are used to seeing in apps of its kind. It enables you to automate most repetitive tasks, point out red flags, improve productivity, and reward employees for their hard work.

Agile CRM specifications

FeaturesMarketing automation / Project Management
Best suited forFreelancers, Small businesses, Mid size businesses
Website languagesEnglish / Spanish
Website URLVisit official website
Support linkSupport page
Support email[email protected]
Live chatNo
Company addressSunnyvale (HQ), CA United States 440 N Wolfe Rd
Year founded2013

Our Agile CRM review

8.3Expert Score
Sales & Marketing CRM for Small Businesses

Agile CRM is a customer relationship management (CRM) tool designed to improve the efficiency of the whole marketing and sales lifecycles, including capabilities such as sales enablement, marketing automation, social suite, and online engagement.

Customer support
Value for money
Ease of use
  • Many powerful features
  • Mobile apps
  • Free plan available
  • Bad UI/UX


Agile CRM pricing: How much does Agile CRM cost?

Though Agile CRM starter package costs you $14.99 per month but you can get up to 32% off for subscribing annually and up to 40% if subscribing for 2 years.

Pricing rangeFrom $0 to $79.99 per month
Pricing typesAnnual subscription / Biannual subscription / Monthly subscription
Free planYes
Free trialNo
Money back guaranteeNo
Pricing page linkSee plans

Agile CRM pricing plans

Agile CRM pricing

As said earlier, this app is made specifically to suit small to mid-range businesses, and the Agile CRM pricing is a reflection of that. They have four packages; Free, Starter, Regular, and Enterprise. Compared to other CRMs and their free packages, the free variant for Agile CRM is usable. It contains most of the features the platform has to offer and supports up to 10 users.

As we keep going up, the price shifts to a per user per month count and keeps going up. Starter costs $8.99, Regular costs $29.99, and Enterprise costs $47.99. Each package has a greater number of features than the last one.


What can you do with Agile CRM?

Knowing what a software can do is the most important thing. Find out in this Agile CRM review what this customer relationship management software can do.


Regardless of the business you’re running, time responses are one of the most critical aspects of your customer services. Your clients demand a quick reply. If you’re not responding to queries every minute, you’re missing out on customers the next. With canned responses, Agile CRM ensures that you never keep clients waiting. If you see an FAQ pop up, you can easily answer it within a couple of seconds with canned responses. You can create dozens of canned messages to suit every possible scenario and ensure that no matter what your clients ask, a reply isn’t more than a few minutes late.

Gather Feedback

A company always has room for improvement. Your customers are your biggest critics, and if you’re not succeeding as a business, the answer to your problems usually lies within customer feedback. Agile CRM makes sure that you have the right customer feedback at your disposal to make the changes necessary to your customer service. It sends tickets to your clients in real-time and allows them to provide feedback right after your communication (call, text, etc.) with them terminates. Moreover, if you’re a manager, Agile CRM gives you a dashboard where you can view the individual performance of your sales team and see which employees are performing consistently well.

Social Integrations

Unlike most CRMS, Agile CRM isn’t just giving you integration with email services, messages apps, etc. It also allows you to link your social media accounts to Agile CRM, which opens up new ways to seamlessly reach your clients without any communication barrier between you and them.

Funnel Analysis

Are you struggling to get your clients to finalize the sale? There may be a fatal flaw in your marketing funnel that’s keeping your clients from making the payments. To ensure that no client goes away without giving you money, Agile CRM analyzes your marketing funnel to see at what point most clients are getting discouraged from proceeding further down the funnel. By fixing these flaws, you can maximize your chances of getting the most from every lead.

Prioritizes Leads

Not every client holds the same amount of priority to a company. Let’s suppose you have queries from two different clients pending. One client purchases $50 worth of product from your company while the other puts in orders worth several thousand. It’s pretty obvious which of the two you’d put higher on your list of priorities.

But, if you’re not paying attention, messages from important clients can get lost amongst all the clutter in your inbox. Agile CRM eliminates the possibility of this happening by adding in the extra functionality of priority messages. Once you set a lead’s priority to high, Agile CRM will ensure that you see their queries before anyone else’s. Agile CRM cares about your clients and ensures that your important clients don’t have to wait hours for a reply.

Ticket Routing

Routing tickets to the right sales rep is extremely critical for any organization. In every team, certain individuals are better than others at one specific part of their job. For example, someone from your company is a pro at conflict resolution.

Someone else is great at convincing customers to talk about their requirements even if they’re not interested in your business. Another employee is great at negotiating deals and reaching a point that is profitable for both parties. It’s in the company’s best interest to redirect tickets to individuals with the best skillset to deal with the lead.

This is where ticket routing comes in. Once you define the right criteria, Agile CRM will automatically route all your messages to the right sales rep, ensuring that your company can maximize the potential from each ticket.


Why you should use Agile CRM?

Is Agile CRM worth the purchase? Yes, definitely.

It provides a bunch of tools that most of its competitors do not. It’s far away from the best CRM tool on the market, but given its competitive price range and specialized features, it’s a great investment nonetheless.


  • Great for Analytics: Agile CRM is a smart app that is equipped with all the right features to help you diagnose the issues that might be present in your marketing strategy. It gives you a detailed analysis of your marketing funnel to figure out issues in your sales process that might be sabotaging your chances of converting leads into customers.
  • Amazing Customer Feedback Tickets: Customer feedback is extremely important for businesses looking to improve their existing strategies and consider their customers’ needs. Your clients are the best critics you can find, and by giving them the right tools to provide feedback, you’ll potentially be able to tenfold your customer satisfaction rate overnight.
  • Ideal for Small Business: Do you have a small company with 50, 20, or even just 10 employees? If so, Agile CRM could be the best customer relationship management tool in the market for you. This app has packages specifically designed for companies just like yours, so you’re going to feel right at home!


It wouldn’t be a proper Agile CRM review without the cons, would it? There’s a lot of right with the app, but there are things that the app can improve.

Learning Curve: The endless amount of features are always nice to have, but there’s no denying that the app does disappoint when it comes to the UI and its simplicity. The interface is difficult to understand, and your employees will require extensive onboarding sessions to figure out how all the features work.


Frequently Asked Questions

What is Agile CRM

It’s primarily a CRM, but it also includes marketing automation, site analytics, and a social media suite, making it a comprehensive sales and marketing solution for small and developing enterprises. We created a JavaScript API for online businesses to instantly sync new users.

Is Agile CRM Hipaa compliant?

If your business is in the healthcare field, you should check out our list of the best HIPAA-compliant CRMs, as Agile CRM does not currently meet this need.

Agile CRM Review – Project Management Platform
Agile CRM Review – Project Management Platform

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