Agile CRM review: A powerful sales tool for budget-strapped businesses

Below, we’ll detail everything you need to know about Agile CRM and whether it’s right for your business. All rates and fees are current as of May 21, 2024, and are subject to change.

Agile CRM

Price:	Starting at $8.99 per month, per user
Free trial length:	No free trial, although it’s free for up to 10 users
Free plan available:	Yes

Pros and Cons

Pros

• Free for up to 10 users
• Gamification of sales process increases leads and potential revenue
• Paid plans include email campaigns and marketing automation

Cons

• Not as customizable for larger operations
• There’s an app but it hasn’t been updated in years
• It costs money for each email sent beyond the first 5,000 you send

Who is Agile CRM good for?

With the ability to store 50,000 contacts and companies and manage an unlimited number of deals, tasks, and documents, Agile CRM is ideal for budget-strapped small businesses that need a powerful CRM. Its free plan supports up to 10 users and includes lead scoring, custom data fields, email tracking, and deal milestones you can customize—all the core components of a CRM without overcomplicating things.

Agile CRM takes it a step further by offering gamification. This can help sales teams convert more leads into sales by increasing competition through custom leaderboards, real-time updates, collaboration, and advanced reports.

Who shouldn’t use Agile CRM?

While Agile CRM offers an Enterprise-level plan, large organizations might find it lacking in advanced tools usually found in other CRMs. For example, while it offers reports, its reports are basic and not as comprehensive. Its 50 integrations are far shy of the hundreds that other platforms provide. Complex operational needs usually found with large enterprises might find the lack of deep configurability lacking with Agile CRM.

Additionally, it doesn’t have a working mobile app, despite having a sales page for it. If you’re a business with agents in the field where a mobile app is a basic necessity, look elsewhere.

Agile CRM service plan overview

Among its service plans, Agile CRM offers various features, such as a helpdesk, ticketing system, lead scoring, email tracking, templates, and canned responses. Its free plan for up to 10 users is comprehensive and suitable for startups and small businesses that have small budgets but need to streamline customer interactions. Discounts are available on all paid plans with a one-year and two-year commitments.

Best Agile CRM plan for small businesses: Starter

If you have less than ten users, Agile CRM’s introductory plan is quite comprehensive considering it’s free and will suit a variety of cases. However, it lacks marketing features. To add features like email campaigns, form builders, and automation, you’ll pay as little as $14.99 per user, per month (or $8.99 per month with a two-year commitment).

Other services Agile CRM offers 

• Document management: Store, manage, and track documents within the CRM. These can be linked right to contacts, deals, or campaigns for quick access. 
• 500Apps: Agile CRM built a tool called 500Apps to connect around 40 different apps. These include integrations for time tracking, search engine optimization (SEO), artificial intelligence (AI) writing, push notifications, pay-per-click (PPC) management, learning management system (LMS), customer feedback, cloud storage, and project management.
• Team task management: Assign and monitor tasks among team members.
• Marketing automation: Repetitive marketing tasks are easy to automate with Agile, such as sending emails, posting on social media, and scoring leads. 
• Landing page builder: Agile’s drag-and-drop builder can create landing pages in minutes.

Agile CRM platform and customer support 

Navigating Agile CRM’s website is easy, though we’ve found some contradictory information in multiple places. For example, its sales page says its free plan has 10,000 contacts and companies in its table, but if you scroll down a little to an expanded comparison table, it says 1,000 contacts and companies for that tier, and 10,000 for the paid tier. Additionally, a drop-down menu for its 500Apps initiative says it has around 40 apps, but when clicking on the link it lists 50-plus on the sales page for the tool. While this is a minor annoyance, it’s important to know what you’re getting before paying for something.

Customers can reach support via phone or email. However, free plans only receive email support. Enterprise-level plans get a dedicated account representative and an onboarding coach. A knowledge base is available to everyone. 

Is Agile CRM secure?

There have been no data leaks with Agile CRM as of May 21, 2024. There are no security concerns, however, if your business needs a Health Insurance Portability and Accountability Act (HIPAA)-compliant CRM, Agile CRM is not. 

Agile CRM user reviews

Agile CRM is generally well-liked amongst its customers, with a TrustRadius score of 7.7 out of 10. It has 4.0 out of 5 stars on G2 with around 350 reviews, and 4.1 out of 5 stars on Capterra with more than 500 reviews. G2 and Capterra reviewers praise Agile CRM for its custom fields and pop-up forms. However, there are concerns about the authenticity of its reviews.

Upon closer inspection of its positive reviews, many of them seem AI-generated, even if they are verified reviews. Its negative reviews dislike its user interface (UI), complain about bugs, poor customer support, and inability to cancel.

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