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Agile CRM

Rating: 4.0/5
User Satisfaction: 78.0%
Agile CRM is a CRM platform that combines sales tracking, marketing automation, and help desk tools so small teams can manage the full customer lifecycle in one place.

Overview

Agile CRM is a cloud-based customer relationship management tool built for small and midsize teams. It bundles contact management, sales pipelines, email marketing, and customer support into a single product. You get a mix of CRM basics and workflow automations without needing separate platforms.

Small teams often struggle with scattered tools: one for email marketing, one for sales, one for support. Agile CRM tries to solve that by offering a unified system that’s easier to manage and cheaper than stacking multiple subscriptions. If you want automation, appointment scheduling, email campaigns, and deal tracking without heavy setup, it’s a practical option.

You organize contacts, track deals in a visual sales pipeline, and trigger automations based on user behavior—like sending follow-ups or scoring leads. Marketing includes drag-and-drop email builders, segmentation, and web pop-ups. Service features include a help desk, ticketing, and knowledge base tools.

Details

Tool Launch / Founded Date

2013-01-01

Best for

Small businesses, lean sales teams, marketing teams without a dedicated automation tool, startups needing an affordable all-in-one CRM

Access Type

Freemium + Paid Subscription

Licensing Model

Proprietary SaaS. Users own their data; standard CRM usage terms. No unusual restrictions noted.

Feature

  • Visual sales pipeline with drag-and-drop deal stages.
  • Built-in marketing automation workflows.
  • Email campaign builder with templates and A/B testing.
  • Contact management with lead scoring and web activity tracking.
  • Appointment scheduling and calendar integration.
  • Built-in help desk with ticketing and service automation.
  • Landing page and form builder for lead capture.
  • Telephony features (call logging, call scripts, dialer).
  • Basic reporting and dashboards.

Pricing Tables

Free
$0
  • Up to 10 users
  • Contact management
  • Lead scoring
  • Email campaigns (limited)
  • Appointment scheduling
  • Basic help desk
  • Basic integrations
Starter
$8.99/user/month
  • 10,000 contacts
  • Email templates & tracking
  • Marketing automation basics
  • Social monitoring
  • More integrations
  • Reports & analytics
Regular
$29.99/user/month
  • 50,000 contacts
  • Advanced marketing automation
  • Landing pages & form builder
  • Mobile marketing
  • Advanced service automation

Analytics

Traffic Analysis

Domain Rating
76
Organic Traffic
16.5K
Majority Users
United States

Visits Over Time

No visit data found.

Traffic Sources

No traffic data found.

Last Update Date: 2025-12-08

FAQ

Can I use Agile CRM for marketing automation?
Yes. It includes workflows, email campaigns, segmentation, and web tracking. The deeper automation tools require paid plans.
How many contacts can I store?
Free plans have limited storage. Paid tiers start at 10,000 contacts and go up based on your plan.
Does it integrate with tools like Gmail or Shopify?
Gmail, Google Workspace, and Office 365 are supported. E-commerce and niche integrations are more limited than bigger CRMs.
Can I customize pipelines and fields?
Yes. You can create custom deal stages, contact fields, tags, and automation triggers.
Is my data secure?
Agile CRM uses standard cloud protections. It doesn’t publicly list SOC 2 certification.
Does it have an API?
Yes — there is a REST API with documentation on GitHub.
What do higher tiers offer that the lower ones don’t?
More contacts, advanced marketing automation, telephony features, and service automation. Starter is fine for basics; Regular is needed for serious automation.

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