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Agile CRM Review

Product Snapshot

Product Pricing
  • Free for 10 users
  • Starter – $8.99 per user per month
  • Regular – $29.99 per user per month
  • Enterprise – $47.99 per user per month

Platform is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Vendor works with small to midsize companies across multiple industries.

Select Customers

Indeed, The Next Web, Peopleperhour, Fidelity bank, Basesuit


About Agile CRM

Agile CRM Agile CRM is all-in-one CRM software that enables users to automate marketing, sales and service operations, provides users with a 360-degree view of all customers, and is equipped with sales enablement features. The platform provides companies with high-end telephony integration, tracks customers via email tracking, web engagement and social listening, and provides users with multiple enhanced features including lead prospecting tools, video email capabilities, and live chat.

The software is designed to integrate with leading third-party providers for social plugins, telephone, email, billing plugins and ecommerce, is a highly customizable in order to match user- or industry-specific requirements. Additionally, the platform enables users to send autoresponders via mobile and email based on contact actions, delivers insights into marketing, sales, and service efforts through advanced analytics and reporting, and automates post-call administrative tasks.

About the Company

Agile CRM was founded in 2013 and is headquartered in Sunnyvale, California.


Agile CRM Key Features

  • 360-degree contact views with contact details, communication histories, and social media profiles
  • Automatically syncs with third-party email services including Gmail, Microsoft Exchange, Office 365 or any other IMAP service provider
  • Tracks web activity and captures online lead behavior through web analytics
  • Tag-based segmentation of leads based on demography and behavioral attributes
  • Added telephony features allows users to make and receive calls from the CRM system
  • Custom lead capture web form builder
  • Gamification features
  • Imports leads from social media directly to CRM with lead prospector
  • Enables users to run multi-channel campaigns
  • Document processing through e-Docs feature


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