Agile CRM : Full Review, Testing, and Presentation (2024)

What is Agile CRM?

The founder of Agile, Manohar Chapalamadugu, initially created the company ClickDesk, but he found that the needs of his customers were growing so rapidly that he was struggling to keep up with the automation of tasks and the organization of information.

They tried an existing customer relationship management system but found that it was inadequate in the first six months.

The competition also did not offer the specific features that the Chapalamadugu team needed for their business.

So she created Agile CRM, a modern version of CRM software designed for the way businesses operate today.

Agile is a customer relationship management platform with all-in-one automation focused on tracking, marketing, sales, and service. It offers web analytics, help desk, two-way emails, gamification, telephony, and many other features on an easy-to-use software platform.

Who is Agile CRM for?

Freelancers and small and medium businesses will do the best with Agile CRM. The free version is especially useful for small businesses and startups. Some of the features that larger businesses need are lacking in Agile, but it works great for many smaller businesses.

Some medium-sized businesses that are not satisfied with the largest CRM companies might find Agile a refreshing player in the CRM field. The Enterprise tier of Agile makes it possible to sync e-commerce with sites like Shopify and Stripe. The help desk and pre-recorded responses that come with the Regular level allow for immediate engagement with customers, which can be great for businesses that struggle with customer support.

Users love the Kanban-esque reports and lead tracking in Agile.

Features

Agile CRM is designed to consolidate sales and marketing processes, so it makes sense for features to be categorized as sales or marketing.

1. Contact Management

Every business owner knows that managing contacts is a necessity. Not only does Agile keep your contacts organized, but it goes further and allows you to get to know your customers better. You can store basic information about your customer base and personalize your contacts with information about their interests and how they interact with your brand.

Managing your contacts through this feature helps you create lasting relationships with your customers.

2. Project management

A business cannot succeed without its marketing and sales teams working together. Ensure your teams are in sync and avoid confusion about tasks or project status with Agile project management tools, which prevent communication errors.

3. Scheduling appointments

Communicating with contacts and colleagues is critical, and Agile's online scheduling feature makes it easy to find a date for appointments and meetings — and you don't have to worry about someone saying they missed the invitation.

4. Business

Your sales department works hard to close a deal, and to stay motivated and successful, salespeople need insight into future sales. Thanks to the “deals” function, you can predict future revenues, create milestones or automate follow-ups. You don't need a large sales team to take advantage of this function, which adapts well to the growth of the service.

5. Telephony

Telephony seems a bit weird, but this feature is convenient and easy to use. Not only can you make and receive calls using Agile CRM, but you can also record calls and take notes afterwards.

Other Telephony features include enhanced caller ID, call forwarding, and call scripts. Telephony is designed to make sure that every call you make or receive is useful for your business.

6. Social CRM

Your marketing team relies on social media to reach your existing and potential customers. The social CRM feature is versatile as it integrates with social media channels like Twitter and uses a variety of techniques to connect with your customers.

7. Landing page builder

Do you want to meet all of your marketing needs and create a spectacular landing page?

The landing page creator is one of the new features in Agile and offers a lot of eye-catching templates.

Pricing

Agile CRM is a bit more expensive than some of its competitors, but it offers a discount for each tier if you pay one or two years in advance. There is a free version for up to 10 users, which is ideal for small businesses or individual entrepreneurs.

As you can create a free account, there is no free trial period for higher levels.

The Starter tier boosts marketing capabilities for $14.99/month per user (reduced to $9.99/month per user if you pay a year in advance, or $8.99 if you pay for two years).

Then comes the regular tier, which adds some service-oriented options for $49.99/month per user (or $39.99/month per user if billed annually, or $29.99 for two years).

Finally, the Enterprise tier offers a few attractive benefits at $79.99/month per user ($64.99/month per user billed annually and $47.99 for two years).

Agile CRM alternatives

Besides Agile CRM, there are various providers that you might want to look at in the market. Each tool has its own purpose, your job is to figure out what you need and find the right solution.

1. HubSpot

Hubspot CRM is a fully integrated customer relationship management solution that includes three functions: CRM, Marketing Hub, Sales Hub. The CRM is completely free while the other two functions come with multiple packages for multiple requests.

What makes Hubspot CRM special:

• Outstanding email integration features
• The intuitive user interface makes it easy to get started.
• Exceptionally good import and export capacity

What's driving the return of Hubspot CRM:

• Its sales management is not flexible
• Very high price levels
• Paid technical support

SEE MORE : Try it for free

2. Pipedrive CRM

Pipedrive is a remarkable name for agile alternatives. It is a simple CRM service that focuses on sales pipelines and allows sales teams to actively manage sales.

What makes Pipedrive CRM special:

• Rich 3rd party integrations
• Multi-device access
• Simplified platform interface

What keeps ConvergeHub CRM coming back:

• Lack of integrations with third party applications
• Characteristics of basic reports
• Complicated integration process
• CRM brings together new prospects and contacts

SEE MORE : Try it for free

3. Sugar CRM

Sugar CRM is an open-source platform appreciated for its ability to personalize. You can make changes to the functionalities to adapt them to your request. SugarCRM is available in nine languages.

What makes Sugar CRM special:

• Outstanding communication features including phone, email, message personalization, and video meetings.
• Integrated highly visual analytics
• The campaign assistant, which collects leads and distributes forms across engagement programs.

What makes Sugar CRM back down:

• Lack of integrations with third party applications
• Complicated integration process

FAQs

Is Agile CRM really free?

The free version is, in fact, really free. No credit card is required to install the free tier for up to 10 users. Some CRM products, such as Zoho, only allow the free option for up to three users, so this Agile option is a big advantage for small businesses.

What type of business is it best suited for?

The extensive list of Agile CRM features is great for businesses looking for a CRM with all the bells and whistles, but it can be a bit overwhelming for small and medium-sized businesses that simply want a simple, straightforward CRM platform.

While the basics of Agile CRM are easy to understand from the start, understanding all of its features and what they can do takes time. So if your needs are simple, you should at least explore other options.