Agile CRM is a cloud-based customer relationship management (CRM) system designed to help small to medium-sized businesses (SMBs) streamline their sales, marketing, and service processes. It aims to provide a comprehensive platform that integrates various functions, eliminating the need for multiple disparate tools. Agile CRM focuses on affordability and ease of use, making it an attractive option for businesses seeking a cost-effective, all-in-one solution.

Agile CRM Features

Agile CRM aims to provide a unified platform, and its functionality reflects this. Here’s a breakdown of key areas:

1. Contact Management

Centralised Database: Agile CRM acts as a central repository for all your contact information, including customers, prospects, and partners.
Custom Fields: You can create custom fields to capture specific data relevant to your business, allowing for detailed contact profiles.
Contact Segmentation: Segment your contacts based on various criteria (e.g., demographics, purchase history, engagement level) to target your marketing and sales efforts effectively.
Activity Tracking: Record all interactions with contacts, including emails, calls, meetings, and social media activity, providing a complete history.
Contact Scoring: Assign scores to contacts based on their engagement and behaviour, helping you prioritise leads.

2. Sales Automation

Deal Tracking: Manage your sales pipeline with visual deal stages, track progress, and forecast revenue.
Task Management: Assign tasks to team members, set deadlines, and track completion, ensuring efficient workflow.
Calendar Integration: Sync your calendar with Agile CRM to schedule appointments and meetings.
Phone Integration: Make and receive calls directly from the CRM, record calls, and track call history.
Sales Reporting: Generate reports on sales performance, pipeline activity, and revenue, providing insights for decision-making.
Automated Workflows: Create automated workflows to move deals through the pipeline, send follow up emails, and assign tasks.

3. Marketing Automation

Email Marketing: Create and send targeted email campaigns, track open and click-through rates, and automate follow-up emails.
Landing Page Builder: Design and publish landing pages to capture leads and promote offers.
Web Forms: Create web forms to capture leads from your website and automatically add them to your CRM.
Social Media Monitoring: Track social media mentions, engage with followers, and monitor brand sentiment.
Marketing Automation Workflows: Build complex automation workflows with triggers, actions, and conditions, automating marketing tasks and nurturing leads.
Campaign Tracking: Track the performance of your marketing campaigns, measure ROI, and optimise your strategies.

4. Customer Service

Help Desk: Manage customer support tickets, track resolution times, and provide timely responses.
Knowledge Base: Create a knowledge base to provide self-service support to customers.
Service Reporting: Generate reports on customer service performance, including ticket volume, resolution times, and customer satisfaction.
Two-Way Email Integration: Allows for seamless communication with customers, and for all communications to be logged within the CRM.

5. Integrations

Third-Party Integrations: Integrate with a variety of third-party applications, including email providers (Gmail, Outlook), social media platforms (Twitter, Facebook), and e-commerce platforms (Shopify, WooCommerce).
API Access: Agile CRM provides API access, allowing developers to build custom integrations and extend the platform’s functionality.

6. Reporting & Analytics

Reporting and Analytics Tools: Track key metrics and gain insights into your business performance.
Customisable Dashboards: Allow for users to view the most important data for their role.
Reports on Sales, Marketing and Customer Service: Providing a comprehensive view of your business.

How the Features Work Together

Agile CRM’s strength lies in its ability to integrate these functionalities. For example:

• A lead captured through a web form automatically enters the CRM as a contact.
• Marketing automation workflows nurture the lead with targeted emails and content.
• When the lead is ready, it’s passed to the sales team as a deal.
• The sales team tracks the deal through the pipeline, using task management and calendar integration.
• After the deal is closed, the customer enters the customer service system for ongoing support.
• All interactions are tracked and recorded in the contact’s profile, providing a 360-degree view of the customer.

This interconnectedness provides a holistic view of the customer journey, allowing businesses to optimise their processes and improve customer relationships.

Access to Agile CRM’s range of features varies by subscription tier. Here’s a breakdown:

Free Tier

• Contact Management: Basic contact storage and organisation.
• Deal Tracking: Simple deal pipeline management.
• Task Management: Basic task assignment and tracking.
• Limited Email Tracking.
• Up to 10 Users.

Starter Tier

• Everything in Free, plus:
• Email Marketing: Basic email campaigns.
• Social Monitoring: Track social media mentions.
• Custom Data Fields.
• Phone Integration.
• Unlimited Contacts.

Regular Tier

• Everything in Starter, plus:
• Marketing Automation: Advanced workflows and automation.
• Landing Page Builder.
• Web Analytics.
• Two-Way Email Integration.
• More Advanced Reporting.

Enterprise Tier

• Everything in Regular, plus:
• Advanced Customisation.
• Dedicated Account Manager.
• Priority Support.
• Phone Support.
• Advanced Integrations.

Agile CRM’s strength lies in consolidating sales, marketing, and service functionalities into a single, affordable platform, potentially eliminating the need for multiple costly tools. The inclusion of robust marketing automation features, even in its mid-tier offerings, significantly enhances its value, as this functionality is often a premium add-on in competing systems. Furthermore, Agile CRM’s integration capabilities with various third-party applications streamline workflows and enhance overall efficiency, contributing to its appeal.

However, the user interface can feel cluttered, potentially impacting efficiency and user satisfaction. While Agile CRM offers a broad range of features, you may find that certain functionalities lack the depth or customisation options available in more specialised, albeit more expensive, CRM systems

Take a look at our analysis of the functionality of the best CRMs to see how Agile compares.

How Much Does Agile CRM Cost (And Is It Worth It?)

Agile CRM employs a tiered pricing structure. The following are approximate “from” prices in GBP, please note that these prices are subject to change and it is always best to check the Agile CRM website for the most up to date information.

Free: £0 (limited features and users).
Starter: Approximately £11-£15 per user, per month (billed annually).
Regular: Approximately £35-£40 per user, per month (billed annually).
Enterprise: Approximately £55-£60 per user, per month (billed annually).

In our opinion, Agile CRM generally delivers good value for money for businesses seeking a comprehensive and budget-friendly CRM solution. Its broad feature set and competitive pricing make it a strong contender for SMBs and startups. Prospective users should, however, carefully assess their specific requirements and weigh the potential drawbacks related to user experience and customer support against the platform’s overall benefits. If a business prioritises a wide range of functionalities within a unified and affordable system, Agile CRM is a worthwhile consideration.

Take a look at where Agile CRM sits on our ranking of the most cost-effective CRMs.

Agile CRM: Strengths and Weaknesses

Here’s a breakdown of Agile CRM’s strengths and weaknesses.

Strengths	Weaknesses
Affordable pricing, especially for SMBs.	User interface can sometimes feel cluttered.
Comprehensive feature set.	Some advanced features may require a learning curve.
Strong integration capabilities.	Customer support can be inconsistent, depending on the tier.
Good marketing automation features.	Reporting can be improved.
Free tier available for small teams.

Our Analysis: What Type of Business is Agile CRM Best Suited For?

Agile CRM presents a compelling value proposition, particularly for small to medium-sized businesses and startups. It is particularly well-suited for:

• Small to Medium-Sized Businesses: Its affordability and all-in-one nature make it ideal for businesses with limited budgets and resources.
• Startups: Startups can benefit from the free tier and scale up as they grow.
• Sales and Marketing Teams: The integrated sales and marketing tools are beneficial for teams looking to align their efforts.
• Businesses needing a comprehensive CRM: Businesses looking to remove multiple subscriptions to different software by using one all in one solution.
• Businesses with a need for marketing automation: The marketing automation features in the higher tiers are very useful for companies looking to automate their customer journey.

Conclusion

Agile CRM offers a compelling value proposition for businesses seeking an affordable and comprehensive CRM solution. Its integrated features, including sales, marketing, and service tools, provide a unified platform for managing customer relationships. While there are some minor drawbacks, such as a potentially cluttered interface and occasional support inconsistencies, the overall benefits outweigh the limitations, particularly for SMBs and startups. By offering a free tier, Agile CRM allows businesses to test the platform before committing, making it a low-risk option. If you’re seeking a cost-effective, all-in-one CRM solution, Agile CRM is certainly worth considering.

Agile CRM Competitors

• Salesforce
• HubSpot
• Zoho CRM
• ClickUp
• EngageBay
• Monday CRM
• Insightly
• Pipedrive
• Capsule

Check out our comparison of the best CRMs, and see where Agile CRM sits in the top ten.