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Agile CRM

Features
Ease of use
Ease of management
Quality of support
Affordability
Market presence
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Pricing from
$8.99 per user per month
Free Trial unavailable
Free version
User corporate size
Small
Medium
Large
User industry
  1. Agriculture, fishing, and forestry
  2. Professional services (engineering, legal, consulting, etc.)
  3. Construction

What is Agile CRM

Agile CRM is an all-in-one customer relationship management platform that combines contact and deal management with marketing automation and customer support tools. It targets small to midsize businesses that want sales, marketing, and service features in a single system, including email tracking, web forms, landing pages, and live chat. The product emphasizes bundled functionality over deep specialization, with built-in telephony integrations and basic automation workflows. It is typically used by teams that prefer a unified database for leads, campaigns, and support interactions.

pros

Broad all-in-one feature set

Agile CRM combines core CRM functions with email marketing, marketing automation, web forms, landing pages, pop-ups, and help desk/live chat in one product. This reduces the need to stitch together multiple point solutions for common SMB workflows. It supports shared contact records across sales, marketing, and support, which helps maintain a single view of customer activity. For organizations with straightforward requirements, the bundled approach can simplify administration and user onboarding.

Built-in sales productivity tools

The platform includes deal pipelines, task management, appointment scheduling, and email tracking to support day-to-day sales execution. It also provides calling-related capabilities through integrations and can log communications against contact records. These features cover common sales acceleration needs without requiring a separate sales engagement tool. Teams can use activity history to prioritize follow-ups and manage pipeline hygiene.

Integrated lead capture options

Agile CRM provides native web forms, landing pages, and pop-ups to capture leads and route them into the CRM. Captured data can trigger automations such as tagging, segmentation, and follow-up emails. This supports basic conversion rate optimization workflows (e.g., different forms for different campaigns) without external builders. The tight coupling between capture tools and the CRM reduces manual import/export steps.

cons

Less depth than specialists

Because Agile CRM spans CRM, marketing automation, and service, individual modules may be less comprehensive than dedicated products in each category. Advanced reporting, complex automation design, and enterprise-grade governance features are typically more limited than platforms built primarily for those functions. Organizations with sophisticated attribution, multi-team workflows, or complex sales processes may outgrow the built-in capabilities. This can lead to later adoption of additional tools or a migration to a more extensible platform.

Ecosystem and extensibility limits

Compared with larger CRM ecosystems, Agile CRM generally offers fewer native integrations, marketplace apps, and third-party implementation partners. API-based customization is possible, but teams may find fewer prebuilt connectors for niche systems. This can increase reliance on middleware or custom development for end-to-end process automation. Integration depth (bi-directional sync, object mapping, and error handling) may vary by connector.

AI capabilities not a core focus

Although it is sometimes grouped with AI CRM and AI marketing planning tools, AI-driven features are not typically the primary differentiator of Agile CRM. Users looking for advanced AI assistance (predictive scoring, generative content workflows, or automated insights at scale) may find the offering limited or dependent on external tools. Any AI-related functionality may not match the breadth found in products that invest heavily in AI across the suite. Teams should validate current AI features and roadmap against their specific use cases.

Plan & Pricing

Plan Price Key features & notes
Free $0 for up to 10 users Core CRM: contact management, deals, basic marketing & helpdesk/live-chat features; 1 plugin; 1,000 contacts & companies (Free plan shows 1,000 on pricing grid); No credit card required.
Starter $8.99 per user/month 10,000 contacts & companies; 1 campaign workflow; 5 nodes per campaign; 1 automation rule (trigger); 3 plugins? (pricing grid shows 1 plugin for Free, 3 for Regular — Starter shows limited plugins); Email Support; 500 API calls/day (see pricing grid).
Regular $29.99 per user/month 10,000 contacts & companies; 5 campaign workflows; 10 nodes per campaign; 5 automation rules; 3 plugins; Email & Phone Support; 5,000 API calls/day.
Enterprise $47.99 per user/month 50,000 (or Unlimited on some rows) contacts & companies; Unlimited campaign workflows; 50 nodes per campaign; Unlimited automation rules; 50+ plugins/integrations; Email & Phone Support; Dedicated Account Rep; Onboarding Coach; 25,000 API calls/day; Advanced telephony features (call recording, automated voicemails).

Seller details

Agile CRM Inc.
Dallas, Texas, United States
2013
Private
https://www.agilecrm.com/
https://x.com/agilecrm
https://www.linkedin.com/company/agile-crm

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Agile CRM

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