Agile CRM: A Detailed Avis by Neil Patel

Agile CRM stands out for its value for money, especially with the free version for small businesses. If you've tried it and liked the software, the provider offers a significant discount for purchasing two years of Agile in advance (only $8.99 per month for two years of basic level). Compared to other CRM software, this price is quite affordable.

What is Agile CRM?

Agile CRM is a modern version of customer relationship management platforms designed for the current way businesses operate. It offers web analytics, helpdesk, 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-sized businesses will get the most out of Agile CRM. The free version is particularly useful for small businesses and startups. Some of the features necessary for large businesses are lacking in Agile, but it works very well for many smaller-scale businesses.

Agile CRM Features

Agile CRM is designed to consolidate sales and marketing processes, so it makes sense that the features are categorized into sales or marketing.

Contact Management

Not only does Agile allow you to 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 customize your contacts with information about their interests and how they interact with your brand.

Project Management

Ensure that your teams are synchronized and avoid any confusion about tasks or project status with Agile's project management tools, which prevent communication errors.

Appointment Scheduling

Agile's online scheduling function 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.

Business

With the "deals" function, you can predict future revenue, create milestones, or automate follow-ups. You don't need a large sales team to benefit from this function, which adapts well to the growth of the department.

Telephony

Not only can you make and receive calls using Agile CRM, but you can also record calls and take notes afterwards.

Social CRM

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

Landing Page Builder

Want to meet all your marketing needs and create a spectacular landing page? The landing page builder is one of Agile's new features and offers many eye-catching templates.

Agile CRM Pricing

Agile CRM Avis

CRM is slightly more expensive than some of its competitors, but it offers a discount for each level 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 the higher levels.

Pricing

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

Next comes the regular level, 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 level offers some interesting benefits at $79.99/month per user ($64.99/month per user billed annually and $47.99 for two years).

Is it easy to use?

Agile CRM is one of the best in its class in terms of user-friendliness. The developers have gone through many iterations and prototypes to find a layout that is quick and intuitive to use.

All the main features of the CRM are visible with a single click, and their use is a quite fast and satisfying experience, even when using a large database.

What sets Agile CRM apart is the user experience. Not only are there many integrations with external platforms, such as Skype and Facebook, but their connection and use are easy, without lag.

Getting Started

Creating an account with Agile CRM is simple. You need to use Google Chrome, so if you don't have it, you'll need to install it. Once in Agile's setup area, just browse through the tabs and sync your apps. You can also connect your email and sync your calendar.

If you are a startup or a small business, it's worth trying Agile CRM. You don't even have to provide your credit card number, so you have nothing to lose if your CRM needs are rudimentary. You can Avis the pricing plans and compare features, or simply click on the "Get Started" button in the top right corner to get started. If you're not quite ready to create an account, the demo gives you a great overview of what you can expect when using Agile CRM.

What People Say

Napoleon Ozuna tweeted: "Recently, I started using @agilecrm instead. The interface and workflow are closer to the big CRMs. Agile is free up to 10 users. The starter pack is also very affordable and adds excellent marketing features."

"I've seen and used dozens of CRMs. This one could turn the market upside down. Absolutely brilliant, easy to use and powerful." - Nicolas Woirhaye, co-founder of IKO System

Agile CRM Alternatives

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

Hubspot CRM

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

ConvergeHub CRM

Founded in 2013, ConvergeHub is a cloud-based solution that offers invaluable market automation features. With this solution, you can manage all contacts, leads, prospects, forecasts, and customer activities from a single interface.

Sugar CRM

Sugar CRM is an open-source platform appreciated for its customization ability. You can make changes to the features to fit your request. SugarCRM is available in nine languages.

Pipedrive CRM

Pipedrive is a notable name of Agile alternatives. It is a simple CRM service that focuses on sales pipelines and allows sales teams to actively manage sales.

FAQ - Agile CRM

Is Agile CRM really free?

The free version is, indeed, really free. No credit card is required to install the free level 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 is the quality of Agile CRM?

We give Agile CRM a fairly high rating, especially in terms of ease of use and features. The price is good and, although the support is not up to par with other offerings, we consider it a top-tier CRM option.

What type of business is it best suited for?

Agile CRM's exhaustive list of features is ideal for businesses looking for a CRM with all the bells and whistles, but it can be a bit overwhelming for small and medium businesses who just want a simple, straightforward CRM platform.

If Agile CRM's basics are easy to understand right off the bat, understanding all its features and what they can do takes time. So, if your needs are simple, you should at least explore other options.