# Agile CRM Reviews **Vendor:** Agile CRM **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 367 ## About Agile CRM Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean modern interface. With Agile CRM, SMB's can now: - Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor - Convert website visitors directly to leads in the CRM - Nurture, track and score leads automatically based on web or email activity - Enable multi channel communication with the ability to call or email or tweet to a contact from the same page - Monitor customer behavior and get real time alerts for customer activity - Manage helpdesk tickets with all of the customers history in one place - Have a detailed record of all of the customer's details and communication history in one page, sorted chronologically - See customer data from various other business apps on one page using extensive integrations ## Agile CRM Pros & Cons **What users like:** - Users appreciate the **simplicity and practical interface** of Agile CRM, making it easy to manage their sales pipeline. (4 reviews) - Users value the **effective consolidation** of tools in Agile CRM, enhancing efficiency for small to mid-sized businesses. (4 reviews) - Users value the **affordable all-in-one toolset** of Agile CRM, appreciating its efficiency and solid automation capabilities. (4 reviews) - Users value the **affordability** of Agile CRM, which provides excellent tools for small to mid-sized businesses. (3 reviews) - Users value the **effective automation** capabilities of Agile CRM, enhancing organization and efficiency in their workflows. (3 reviews) - Users value the **strong automation capabilities** of Agile CRM, appreciating its efficiency for marketing and workflow tasks. (3 reviews) - Contact Management (3 reviews) - Users value the **efficiency** of Agile CRM, enabling streamlined data management and seamless integration of various functions. (3 reviews) - Email Marketing (3 reviews) - Users value the **intuitive interface** of Agile CRM, appreciating its ease of navigation and setup for automation tasks. (3 reviews) **What users dislike:** - Users find the **user interface unintuitive** , making navigation and using features more difficult than expected. (4 reviews) - Users often face **poor customer support** , experiencing slow responses and challenges with setup and updates. (4 reviews) - Users find the **user interface lacking polish** compared to competitors, affecting navigation and overall experience. (3 reviews) - Users report **slow loading** times that hinder productivity, particularly when dealing with larger datasets or complex tasks. (3 reviews) - Users find the **interface issues** in Agile CRM hinder clarity and functionality compared to competitors. (2 reviews) - Users express dissatisfaction with the **limited features** of Agile CRM, missing the benefits of an all-in-one solution. (2 reviews) - Not User-Friendly (2 reviews) - Poor Design Aesthetics (2 reviews) - Unintuitive Interface (2 reviews) - CRM Limitations (1 reviews) ## Agile CRM Reviews ### 1. All-in-One CRM That Streamlines Follow-Ups, Activity Tracking, and Workflow Automation **Rating:** 4.5/5.0 stars **Reviewed by:** VINAY P. | Mechanical Design Engineer, Design, Enterprise (> 1000 emp.) **Reviewed Date:** June 06, 2026 **What do you like best about Agile CRM?** What I like best about Agile CRM is that it combines contact management, activity tracking, and workflow automation in a single platform. In my work, I often need visibility into customer discussions, project requirements, follow-up actions, and communication history. Having this information centralized reduces the time spent searching through emails and spreadsheets and helps maintain better coordination across ongoing activities. The contact management and task tracking features have provided the most value because they make it easier to monitor interactions and ensure that important follow-ups are not missed. I also appreciate the integration capabilities, which help connect CRM data with other business tools and reduce manual data entry. An unexpected benefit has been improved visibility into customer engagement history, making it easier to understand previous discussions before project reviews or stakeholder meetings. The interface is straightforward to navigate, onboarding is relatively smooth, and the platform performs reliably for day-to-day customer and project coordination activities. Overall, Agile CRM helps improve organization, supports more consistent follow-up processes, and reduces administrative effort, allowing more focus on project execution and customer requirements. **What do you dislike about Agile CRM?** One area where Agile CRM could be improved is the flexibility of reporting and dashboard customization. While the standard reports provide useful information, creating highly tailored views for different teams and business requirements can sometimes require additional effort. **What problems is Agile CRM solving and how is that benefiting you?** Before using Agile CRM, customer information, follow-up activities, project discussions, and communication records were often managed across emails, spreadsheets, and individual notes. This made it difficult to maintain a complete view of ongoing interactions and increased the time required to track customer requirements and outstanding actions. Agile CRM helps solve this by centralizing contact management, communication history, task tracking, and workflow automation in a single platform. In my work, it allows customer interactions, project-related discussions, and follow-up activities to be organized and easily accessible, reducing the need to search through multiple systems. As a result, customer communication is more consistent, follow-up actions are easier to manage, and important information is less likely to be overlooked. The platform has reduced administrative effort, improved visibility into ongoing activities, and helped save time each week when coordinating with stakeholders. This enables greater focus on project execution, customer requirements, and relationship management rather than manually maintaining records across multiple tools. ### 2. All-in-One Customer & Task Tracking with Agile CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Saman H. | Step up data analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Agile CRM?** What I like best about Agile CRM is that it brings customer information, communication history, tasks, and sales activity into one place. From a data analyst perspective, this makes it easier to track customer trends, review pipeline activity, and analyse follow-ups or conversion performance. I have also used it before in a project coordinator role to manage task updates, track client communication, and keep project-related follow-ups more organised. For example, it helped me monitor which clients had been contacted, which actions were still pending, and where delays were happening. **What do you dislike about Agile CRM?** What I dislike about Agile CRM is that some reporting and dashboard options can feel limited when deeper analysis is needed. As a data analyst, I would like more flexibility to customise reports, combine different customer and activity fields, and export cleaner data for Excel or Power BI. From my previous project coordinator experience, I also found that tracking tasks and follow-ups was useful, but sometimes it required extra manual checking to make sure updates, client communication, and pending actions were fully accurate. **What problems is Agile CRM solving and how is that benefiting you?** Agile CRM helps solve the problem of having customer information, communication history, tasks, and follow-ups spread across different files or emails. It keeps everything more organised in one place, which makes it easier to track customer activity, monitor pipeline progress, and analyse follow-up performance. As a data analyst, this benefits me by giving better visibility of customer trends and helping me prepare more accurate reports. In my previous project coordinator role, it also helped me track client updates, pending actions, and delays more clearly, so the team could follow up on the right tasks at the right time. ### 3. Agile CRM’s All-in-One Platform That Streamlines Communication and Boosts Productivity **Rating:** 4.0/5.0 stars **Reviewed by:** krishna y. | Marketing Platform Automation Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Agile CRM?** Agile CRM stands out for its efficient all-in-one approach, bringing sales, marketing, and service automation together in a single platform. Its visual task management and strong gamification features help keep teams engaged and motivated. On top of that, its affordability makes enterprise-level tools—such as landing page builders and telephony—more accessible for growing businesses that want to scale quickly. **What do you dislike about Agile CRM?** The platform’s UI can feel a bit dated and, at times, sluggish, which can create a steeper learning curve for new users. Customer support responsiveness also tends to vary depending on the plan tier. On top of that, the third-party integration library is fairly limited, so you may need external tools like Zapier to connect with more niche software stacks. **What problems is Agile CRM solving and how is that benefiting you?** Agile CRM helps solve data fragmentation by bringing sales, marketing, and service together in a single platform. That consolidation reduces the need for expensive, disconnected tools. With automation for manual workflows and lead nurturing, it cuts down on administrative “busywork,” so I can spend more time on strategic campaign optimization and ultimately drive higher ROI. ### 4. Efficient, User-Friendly CRM with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Charles W. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2026 **What do you like best about Agile CRM?** I really like that Agile CRM is user-friendly and has everything our company needs to store our customer database and contacts, and to conduct sales campaigns. I appreciate that it includes sales, marketing, and service modules, so our sales team knows exactly who to call. Having all those modules available without a third-party plugin is very efficient for us. The setup is extremely simple, and within a few minutes, we had it going. We also use the Agile CRM chrome extension for easy click-to-call functionality. **What do you dislike about Agile CRM?** There are a few things that need improvement. I have had a few times when Agile CRM has had problems and when contacting customer support I've been told the UI it's being worked on. The mobile app, I've had problems when updating records on the go. **What problems is Agile CRM solving and how is that benefiting you?** I use Agile CRM for storing our customer database and conducting sales campaigns. It's user-friendly, includes sales, marketing, and service modules, and is very efficient since it doesn't require third-party plugins. ### 5. All-in-One CRM with Great Value, but Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Agile CRM?** Agile CRM is its all-in-one functionality, where sales, marketing, and customer support tools are available in a single platform. It eliminates the need to switch between multiple applications and helps keep all customer data centralized. The automation features and visual sales pipeline are easy to use and make it simple to track leads, manage deals, and follow up efficiently. I also appreciate its affordability compared to other CRMs, especially for small to mid-sized teams. **What do you dislike about Agile CRM?** One of the main drawbacks of Agile CRM is that the user interface can feel outdated and not very intuitive, which creates a slight learning curve for new users. Additionally, the platform can sometimes feel buggy or clunky, and integrations or advanced features often require higher-tier plans, which increases cost over time **What problems is Agile CRM solving and how is that benefiting you?** Major concern is the limited customer support, especially on lower-tier plans. Support is mostly email-based and response times can vary, which can be frustrating when dealing with urgent issues ### 6. Affordable All-in-One CRM with Intuitive Pipelines and Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Mehmet S. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Agile CRM?** Agile CRM is an all-in-one customer relationship management platform designed primarily for small to mid-sized businesses. It combines sales, marketing, and customer support tools into a single system, which makes it appealing for teams that want simplicity without juggling multiple apps. One of Agile CRM’s biggest strengths is its affordability, especially compared to larger CRM platforms. It offers features like contact management, deal tracking, email marketing, marketing automation, and a built-in helpdesk. The visual sales pipeline and automation workflows are intuitive and help teams stay organized and efficient. **What do you dislike about Agile CRM?** 1. Slow performance & loading issues Many reviewers mention that the software can feel slow to load, especially with large datasets or more complex pipelines, which can disrupt daily workflow.  2. Dated or clunky user interface Some users find the interface a bit outdated or unintuitive, which can make navigating and using advanced features harder than expected.  3. Customer support problems There are reports of slow or unhelpful customer support, with issues not always resolved quickly or thoroughly.  **What problems is Agile CRM solving and how is that benefiting you?** 🛠 Problems Agile CRM Solves 1. Disjointed sales, marketing, and support tools Many businesses use separate systems for managing sales contacts, marketing campaigns, and customer service — which leads to data silos and miscommunication. Agile CRM combines all of these tools in one platform, allowing teams to work from a unified database instead of switching between apps.  ### 7. Easy Gmail & Telephony Integrations That Simplify Automated Reminders **Rating:** 5.0/5.0 stars **Reviewed by:** Soumya K. | System Analyst, Broadcast Media, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about Agile CRM?** It connects with gmail, social media platforms and telephony systems easily. So maintaining a deadline and automating emails as a reminder becomes easy. Also its cheaper than other CRMs in the market. The UI is simple design and not that modern. **What do you dislike about Agile CRM?** Difficult in getting billing complaints resolved. Also, sometimes loading is slow due to its heavy performance features. **What problems is Agile CRM solving and how is that benefiting you?** It solves the issue of manually tracking the workflow. It combines with marketing tool easily and does the repetitive tasks well and on time. It also supports workflow with proper tickets. ### 8. Good for Email Marketing, But Needs UI/UX Improvements **Rating:** 3.0/5.0 stars **Reviewed by:** kamal b. | Company Owner, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Agile CRM?** I use Agile CRM for marketing automation and find it good for the email marketing strategy. I like the simple dashboard which is easy to use. I also use the social media monitoring feature. **What do you dislike about Agile CRM?** The dashboard is too thin and could use some enhancement. The support is a bit slow to respond. The interface looks like cheap coding, and improvements to the UA and UX would be beneficial. **What problems is Agile CRM solving and how is that benefiting you?** I find Agile CRM good for my email marketing strategy and marketing automation. ### 9. Agile CRM Keeps Customer Data, Sales Tracking, and Communication Perfectly Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Khushbu B. | HR Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2026 **What do you like best about Agile CRM?** What i like most about agile CRM is how it keeps customer data, sales tracking, and communication organized in one easy to use platform. **What do you dislike about Agile CRM?** The interface sometimes feel slow, and a few advanced customization options are limited **What problems is Agile CRM solving and how is that benefiting you?** It helps us manage customer data, track leads and automate follow ups which saves time and improves team productivity ### 10. A budget friendly all-in-one CRM for small to mid teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Agile CRM?** The biggest advantage is their consolidation. Agile CRM bring contact management, deal tracking, and email marketing under one roof, which makes this platform more effective. This provides multiple tools under the crm ecosystem; their pricing structure is also reasonable. **What do you dislike about Agile CRM?** Their interface is clean and functional, but not as polished as competitive CRM, we not as engaging as theirs. Customisation depth and reporting capabilities are very limited. **What problems is Agile CRM solving and how is that benefiting you?** Agile CRM solves the problem of fragmented customer data across sales, marketing and support teams. It centralises the lead tracking, email campaigns, deal management and customer support tickets very effectively. ### 11. All-in-One CRM for Sales and Marketing **Rating:** 4.5/5.0 stars **Reviewed by:** Sudhanshu M. | Search Engine Optimization Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2026 **What do you like best about Agile CRM?** I like the all-in-one functionality that brings automation, contact management, and email tracking together in a single platform. **What do you dislike about Agile CRM?** Some features can feel limited compared to other CRM platforms, and the user interface also takes time to understand and get used to. **What problems is Agile CRM solving and how is that benefiting you?** Agile CRM helps centralize customer data, automate sales and marketing workflows, and track all interactions in one place. It saves time and makes it easier to manage leads, follow-ups, and campaigns using a single tool. ### 12. Decaying, Out-Of-Date Product Seems to Be Abandoned **Rating:** 1.0/5.0 stars **Reviewed by:** Bruce D. | Dog Trainer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2025 **What do you like best about Agile CRM?** I really wanted to like Agile CRM. It seemed like a great value-oriented product offering a large feature set for a price that suits a solopreneur. Alas, the adage about "too good to be true" stands firm. **What do you dislike about Agile CRM?** I started my trial of AgileCRM and began having troubles right away. Biggest RED FLAG: the product, from all outward appearances, doesn't seem to be in active development any more. No new features or updates since 2021. No new blog posts since 2019. Android mobile app is defunct. Chrome extension has been deactivated. I decided to contact the Agile team, but before I did I went to their Feedback popup, and then chose Enhancers, and got the message "This UserVoice instance is no longer available." Another red flag. I contacted them by email and got this reply: "I sincerely apologize for any uncertainty caused by the perceived lack of visible updates and the issues you encountered with our Feedback popup and UserVoice instance. Please rest assured that Agile CRM remains committed to ongoing development and customer support. While there may have been periods of less frequent public updates, our team continues to work on maintaining and enhancing the platform to meet the evolving needs of our users. We are also actively working to improve our communication channels and ensure a seamless experience for all customers. [...] Your feedback regarding the importance of transparency and visible progress is well taken, and I will share your concerns with our product and management teams. We want you to feel confident in your decision to invest your time and resources with us." They concluded by inviting me to write them with any specific questions or concerns, so I did and got this point-by-point reply: 1. Timetable for New Mobile App (Beta Testing / Release): We understand the importance of a reliable mobile experience. While there is internal discussion about revamping the mobile app, we currently do not have a publicly confirmed timeline for beta testing or release. We’ll be sure to notify all users once a beta is announced. 2. Chrome Extension: You’re absolutely right — the Chrome extension has been deprecated and removed from the Chrome Web Store due to compliance issues with Google's extension policies. At this time, there are no active plans to reboot the Chrome extension, but alternatives are being considered for future releases. 3. Gmail Inbox Add-on / Integration: Currently, we do not offer a standalone Gmail inbox integration for viewing Agile CRM data directly within Gmail. You can, however, use email sync via IMAP to track conversations within Agile CRM. 4. Google Contact Sync Issues: We’re sorry to hear about your experience. Google Contact Sync can be sensitive to permission and token expiration issues. Since you've reported this to Support, we’ll follow up with that team to ensure your ticket is prioritized. Your effort to manually import each group and map them manually is noted — and appreciated. In other words, they have no plans to address any of these core issues. I have no idea what they're working on, if anything, aside from keeping their core users hanging on while they flounder. I'm out, and I don't recommend Agile for anyone else unless they turn their company around. **What problems is Agile CRM solving and how is that benefiting you?** Agile isn't solving any of my problems, which is why I've decided to leave. Unfortunately, they make this process difficult as well. ### 13. Affordable CRM with Great Automations but Slow Updates **Rating:** 4.0/5.0 stars **Reviewed by:** Anurag C. | Wealth Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2025 **What do you like best about Agile CRM?** I use Agile CRM because it's affordable and offers good value for small teams. I appreciate its all-in-one toolset with solid automation capabilities. Workflow and marketing automation are very valuable to me. The platform is designed to connect small and medium-sized businesses with users effectively. **What do you dislike about Agile CRM?** I have support and development issues. Sometimes the updates are very slow and we waited for long. It was a little hard to understand the initial setup. **What problems is Agile CRM solving and how is that benefiting you?** Agile CRM allows SMBs to connect with users effectively and offers valuable workflow and marketing automation, making it good value for small teams. ### 14. Agile CRM Keeps Teams Aligned with Centralized Collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** Abhash K. | Manager, Software Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2026 **What do you like best about Agile CRM?** Agile CRM centralizes tasks collaboration to make sure that developers, sales and support team are on the same page, regarding client's history **What do you dislike about Agile CRM?** The UI needs improvement, and the information provided could be clearer. Customer support also needs to improve. **What problems is Agile CRM solving and how is that benefiting you?** Collaboration among team members helps us monitor the time spent on tasks and track milestones achieved. ### 15. Simple, Practical Interface That Drives Real Agile Adoption **Rating:** 4.5/5.0 stars **Reviewed by:** Shaw A. | CMO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Agile CRM?** Teams actually end up using Agile due to it's simplicity and practical interface, and we actually utilize it end to end for our sales pipeline management. **What do you dislike about Agile CRM?** Automations, integrations is a bit shallow, lots of room for improvement there. **What problems is Agile CRM solving and how is that benefiting you?** Helping us manage 100's of thousands of customer contacts and deploy our pipeline effectively ### 16. Best product for sales monitroting and CRM NEEDS **Rating:** 5.0/5.0 stars **Reviewed by:** Enna T. | Senior BDR APAC, Mid-Market (51-1000 emp.) **Reviewed Date:** October 01, 2025 **What do you like best about Agile CRM?** this helps me in monitoring my data and reciprocating it in a refined and better manner **What do you dislike about Agile CRM?** not a dislike here , because its easy to integrate and work forward **What problems is Agile CRM solving and how is that benefiting you?** this helps in data allocation marketing monitoring lead walkthrough sales enhancement ### 17. Very Great for Small to Mid-Sized Teams but with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.) **Reviewed Date:** June 18, 2025 **What do you like best about Agile CRM?** The interface is clean and intuitive, i especially like the email automation feature, it's easy to set up and extremely helpful for running personalized campaigns. The visual sales funnel with Kanban boards is also a big plus, making it easier to track leads across different stages. **What do you dislike about Agile CRM?** Customer support is slow to respond at times, and some advanced features are only available in the more expensive plans, which can be a drawback for smaller businesses. **What problems is Agile CRM solving and how is that benefiting you?** i'm using it for lead management and email marketing automation. ### 18. Incredible **Rating:** 5.0/5.0 stars **Reviewed by:** fatma m. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2025 **What do you like best about Agile CRM?** Fast, easy to use, efficient and goes with the pace **What do you dislike about Agile CRM?** Could be improved but so far amazing love it **What problems is Agile CRM solving and how is that benefiting you?** Helping me with live chats,form building,fast efficient with email tracking and help Des k services.Amazing ### 19. Do not buy until fixed. Links within outgoing email appear dead **Rating:** 0.0/5.0 stars **Reviewed by:** Scott L. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2024 **What do you like best about Agile CRM?** UX is ok. Not super intuative, but also not that complicated. Chat support to help you use it is pretty good, but issue resolution is not. **What do you dislike about Agile CRM?** My subscription is active but currently not using it because links in outgoing email appear dead. They take 10 seconds to open because of the tracking code they use. They say this is a known issue and they are working on it. I have asked 3 times and they won't tell me how long it has been an issue and then told me it would take 16 days to address. Now they are not answering my request for an update. **What problems is Agile CRM solving and how is that benefiting you?** None at the mooment ### 20. Automation platform **Rating:** 4.0/5.0 stars **Reviewed by:** Prerna A. | Professional 1 Business Analyst , Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Agile CRM?** Combines sales, marketing, and service automation into a single platform, reducing the need for multiple Tools. User-friendly interface with drag-and-drop functionality, making it easy to set up and navigate. Strong automation capabilities for tasks such as email marketing, and workflow automation. **What do you dislike about Agile CRM?** Occasional reports of slow loading times and performance issues, especially with larger datasets. experiencing slow response times. **What problems is Agile CRM solving and how is that benefiting you?** Provides tools for managing customer support tickets and tracking customer interactions. ### 21. Good but not the best CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Chandra M. | Marketing Analyst, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2024 **What do you like best about Agile CRM?** I like the easy of managing contacts and creating lists **What do you dislike about Agile CRM?** They have seggregated the product in to pieces which I dont like. Now it is not an all in one suite. **What problems is Agile CRM solving and how is that benefiting you?** It helps me to manage my contacts by easily creating lists. It was a good tool earlier but now it is not at a good tool. It has a lot of issues and fixing it take years. ### 22. Needs more automation **Rating:** 3.5/5.0 stars **Reviewed by:** Abhishek Y. | Quality and Performance, Enterprise (> 1000 emp.) **Reviewed Date:** May 25, 2024 **What do you like best about Agile CRM?** Good and reliable aa agile is one of the best technologies with CRM it hold much good for ease of work and time saving **What do you dislike about Agile CRM?** Needs more automation options and reporting issue **What problems is Agile CRM solving and how is that benefiting you?** Helping to track issue reported, FCR and other day to day task ### 23. Agile CRM technology **Rating:** 5.0/5.0 stars **Reviewed by:** Kella M. | Associate Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** March 30, 2024 **What do you like best about Agile CRM?** Agile CRM is a software that helps to store business data and gives the confidence to the customers . **What do you dislike about Agile CRM?** The technology don't have much data privacy and that can leads to breakage **What problems is Agile CRM solving and how is that benefiting you?** Agile CRM technology solves the customers issue by its software ### 24. Enhancing customer interactions with a single, efficient platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Brian T. | Sales Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Agile CRM?** My experience with AgileCRM has been nothing short of revolutionary. It has completely revamped how I structure, monitor, and handle our sales and marketing procedures. The CRM platform is not only powerful but also incredibly intuitive and efficient. With just a few taps on my fingertips, I can effortlessly maintain contact with all my associates, track transactions, and manage various ventures. AgileCRM has truly empowered us to optimize our sales, service, and marketing functions, enabling us to interact with our customers seamlessly on a daily basis. **What do you dislike about Agile CRM?** It may initially pose a challenge to get the hang of everything, but once you become familiar with all the features and start using them effectively, it's truly amazing! Furthermore, the presence of customer support ensures that any issues can be promptly resolved. **What problems is Agile CRM solving and how is that benefiting you?** Having access to a range of business modules within a CRM tool transforms it into something more than a simple CRM, in my opinion. ### 25. A feature-rich CRM app with added benefits **Rating:** 5.0/5.0 stars **Reviewed by:** Joel A. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2023 **What do you like best about Agile CRM?** The impact of AgileCRM on our sales and marketing procedures is truly revolutionary. Its CRM platform is both efficient and powerful, while remaining user-friendly. I now have the ability to easily maintain contact with all my colleagues, transactions, and ventures, right at my fingertips. AgileCRM has empowered us to enhance our sales, service, and marketing functions, equipping us with the necessary resources for seamless daily customer interactions. **What do you dislike about Agile CRM?** Drawing from my personal experience, I can confidently state that I have nothing but positive feedback for this tool as it has consistently outperformed my expectations, offering an immensely satisfactory service that brings me genuine joy, leaving no room for any complaints. **What problems is Agile CRM solving and how is that benefiting you?** The use of AgileCRM has made my sales management much simpler, allowing me to effortlessly monitor my sales activities, assess my progress, and prepare for the future. As a result, I have experienced a boost in revenue and witnessed enhanced customer service. The introduction of automated reminders has truly revolutionized my workflow, lightening my workload and allowing me to concentrate on sales. All in all, AgileCRM stands out as an outstanding solution that has profoundly revolutionized the way I conduct business, elevating efficiency and productivity." ### 26. This CRM is excellent for businesses that require deal closure. **Rating:** 5.0/5.0 stars **Reviewed by:** Angelo B. | Marketing Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Agile CRM?** What I find most appealing about it is the visualization feature. It offers an easy-to-understand representation of your funnel and how you're progressing towards your goals, which can be incredibly motivating. Moreover, it has integrations with several other services and comes with an Android app that's perfect for people who are always on the go. The Gmail integration is particularly noteworthy as it helps you keep track of both the company and potential contacts. **What do you dislike about Agile CRM?** There's nothing to dislike about this app. It's an incredible tool that saves me both time and money, and it has all the features I require. It's user-friendly, making it a great fit for any business. **What problems is Agile CRM solving and how is that benefiting you?** AgileCRM is one of the finest CRM software I have ever used, and I have experimented with several others. It is affordable, user-friendly, and robust, making it an excellent tool for businesses of all sizes. It assists me in overseeing my sales pipeline and keeping track of my clients, potential clients, and business prospects. Additionally, it is perfect for scheduling my content calendar and keeping track of all my concepts, projects, and drafts. ### 27. Unleashing Business Potential: Elevating Customer Services and Optimizing Project Management **Rating:** 5.0/5.0 stars **Reviewed by:** Brenda S. | Senior Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Agile CRM?** Personally, I find AgileCRM to be a highly reliable tool that empowers me to leverage its easy-to-use features and efficient tools to their fullest potential. Moreover, seamless integration with other tools greatly enhances overall productivity. It excels in responsiveness when engaging with customers. AgileCRM enables me to effortlessly maintain sales cycles and deliver excellent ongoing customer service, thereby providing additional care to our clients. Additionally, the user interface stands out for its simplicity and manageability compared to other similar tools. **What do you dislike about Agile CRM?** There isn't a single fault I can find in this app; it perfectly meets our needs and surpasses our expectations. **What problems is Agile CRM solving and how is that benefiting you?** As a business, we have found AgileCRM to be incredibly beneficial in enhancing our marketplace and improving our customer services. The wide range of services they offer has allowed us to successfully engage with our clients in a more reliable manner. Moreover, I have personally utilized this tool for project management tasks. ### 28. User friendly CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Prasanth V. | Lead - Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Agile CRM?** With Agile CRM, it is easy to manage campaigns, databases and other customer service operations. They are open to suggestions, ready to create and implement a tailor made solution as per our needs. **What do you dislike about Agile CRM?** They are progressive so far, and it's affordable. **What problems is Agile CRM solving and how is that benefiting you?** Email tracking is essential for all our campaigns and it's doing a great job so far. And maintaining the deal is much easier in each stage of the cycle. ### 29. Agile CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 16, 2024 **What do you like best about Agile CRM?** Its fast and best system to connect customers with business **What do you dislike about Agile CRM?** Its low performance in developing countries **What problems is Agile CRM solving and how is that benefiting you?** It solves the problem of marketing through creating awareness about the business ### 30. Seamless and Easy-to-Use Task Management Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Harold S. | Marketing Associate, Enterprise (> 1000 emp.) **Reviewed Date:** May 29, 2023 **What do you like best about Agile CRM?** What I cherish the most about AgileCRM is how it meticulously structures projects and facilitates seamless access to vital information. Our reliance on AgileCRM extends to project management, timelines, and the constant tracking of project statuses. **What do you dislike about Agile CRM?** In my view, this application is without flaws; it offers an exceptional service. The user interface is designed for easy navigation, and the customer support stands out for its excellence. **What problems is Agile CRM solving and how is that benefiting you?** Since I transitioned to AgileCRM, I have experienced a remarkable level of organization, making it incredibly easy to access the desired information. It serves as our go-to tool for project management, providing the convenience of having all project steps consolidated on a single page. ### 31. A Cost-Effective CRM Solution That Works Best for Our Company **Rating:** 5.0/5.0 stars **Reviewed by:** lisa f. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2023 **What do you like best about Agile CRM?** I'm pleased to say that this tool is both affordable and incredibly easy to set up and use. I was able to implement it quickly with minimal assistance thanks to its intuitive interface. The custom fields feature works exceptionally well, and I've found the relationship between company, deal, and people records to be far better than other CRM platforms I've tried. I also appreciate the ability to conduct simple bulk personalized marketing email campaigns directly from the product. The addition of multiple sales cycles has been a fantastic upgrade, and while we haven't yet utilized the task assignment functionality, it could be a helpful feature in the future. I've also been impressed by the platform's strong reporting capabilities, which can be reconfigured with ease. Regular product updates demonstrate a real commitment to improvement. I highly recommend this tool. **What do you dislike about Agile CRM?** I cannot think of anything that I dislike about this app as a customer who has been using it for some time now. It has met all my expectations and has even exceeded them in some cases. **What problems is Agile CRM solving and how is that benefiting you?** I love AgileCRM because it's not only affordable, but also incredibly easy to set up and use. The custom field feature is top-notch and the relationship management between the company and deals is the best part. ### 32. Agile CRM offers user-friendly accessibility for all. **Rating:** 5.0/5.0 stars **Reviewed by:** Andy S. | Marketing Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2023 **What do you like best about Agile CRM?** When it comes to CRMs, the user interface reigns supreme, and that's precisely why Agile CRM stands out from the crowd. It's the top choice for many, thanks to its remarkable UI. Boasting an array of features, Agile CRM lets us seamlessly integrate third-party software, effortlessly generate insightful reports, and harness the power of lead automation. It's no wonder Agile CRM is simply the best. **What do you dislike about Agile CRM?** I harbor no dislike towards this software. It's remarkably easy to use and has become a crucial aspect of our business operations. **What problems is Agile CRM solving and how is that benefiting you?** Agile CRM's unrivaled user interface, diverse feature set, and critical lead automation functionality solidify its position as the ultimate CRM solution, leaving competitors in the dust. ### 33. A Feature-Rich CRM Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Frederick W. | Sales Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Agile CRM?** In my experience, AgileCRM has proven to be a robust solution that consolidates all our customer records. It streamlines database management and seamlessly integrates with other essential tools. Moreover, this CRM tool is remarkably user-friendly. **What do you dislike about Agile CRM?** Without a doubt, this software has been a reliable companion for me, always offering the necessary functions without any failures. As someone with a hectic schedule, I greatly appreciate how it streamlines my tasks and helps me save money. I confidently suggest it to anyone in search of a trustworthy and intuitive app. **What problems is Agile CRM solving and how is that benefiting you?** Personally, AgileCRM has been instrumental in empowering our organization with sales enablement capabilities and offering a versatile platform for seamlessly managing all our clients' accounts and carrying out essential account-related tasks. It plays a vital role in helping us accomplish our organizational goals. ### 34. Exceptional value and effectiveness are provided by the CRM platform and services. **Rating:** 5.0/5.0 stars **Reviewed by:** Georg D. | Senior Customer Service Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Agile CRM?** Agile CRM is an excellent choice for businesses that want to get up and running with a CRM system quickly and easily. Its onboarding process is straightforward, so there's no long learning curve to worry about. Any business can benefit from using this user-friendly CRM, which offers a clear and concise interface for the tasks it's designed for. Importing contacts is a breeze, and email templates are ideal for developing effective business strategies. Agile's customer support team is also responsive and helpful, making it a great investment for any company looking to move forward. **What do you dislike about Agile CRM?** Honestly, I haven't encountered any complexities. Everything is uncomplicated and easy to grasp. **What problems is Agile CRM solving and how is that benefiting you?** Overall, Agile is a fantastic choice for businesses looking for a quick and easy CRM with a short learning curve. It's straightforward, user-friendly, and clear in its task management, making it an ideal investment for any company. ### 35. The most effective tool to stay connected with your customer base **Rating:** 5.0/5.0 stars **Reviewed by:** Brad M. | Marketing Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2023 **What do you like best about Agile CRM?** One of the things that sets AgileCRM apart from other customer relationship management (CRM) tools is its excellent visual dashboard. I can easily navigate through all the different types of data I require, including customer information, sales data, and marketing metrics. The dashboard provides a comprehensive view of my business, allowing me to make informed decisions quickly and easily. **What do you dislike about Agile CRM?** The reliability of this app has been unmatched in my experience, and I've always been able to find the necessary features without any difficulty. Being constantly on the go, it has become an invaluable asset that has saved me a great deal of time and money. Without hesitation, I would recommend it to anyone seeking a dependable and easy-to-use app. **What problems is Agile CRM solving and how is that benefiting you?** AgileCRM is one of the top-rated CRM software programs that I've used, and I've tried many. Its cost-effective, user-friendly, and highly functional features make it the perfect solution for businesses of any size. With AgileCRM, I can easily keep track of my sales pipeline, monitor my customers, prospects, and business opportunities. Moreover, it's an excellent tool for organizing my content calendar and managing all my projects, drafts, and ideas. ### 36. An All-Inclusive Approach to Managing Customer Relationships **Rating:** 5.0/5.0 stars **Reviewed by:** Greg N. | Project Delivery Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 21, 2023 **What do you like best about Agile CRM?** The thing that stood out to me the most about Agile CRM was its capacity to consolidate all the necessary functions for managing customer relationships in one centralized solution. This includes managing marketing automation, sales, customer service, and analytics. Additionally, the interface is user-friendly and easy to navigate, enabling users to access all the crucial features quickly and efficiently. What's more, Agile CRM offers great flexibility and customization, making it possible to tailor the solution to suit each business's specific requirements. In summary, I highly recommend Agile CRM as a comprehensive and effective customer relationship management solution for any business looking to boost its efficiency in this area. **What do you dislike about Agile CRM?** I have nothing negative to say about the software; it is straightforward to use and suits my purposes. **What problems is Agile CRM solving and how is that benefiting you?** Overall, Agile CRM is an exceptional solution for managing customer relationships, offering an all-in-one solution that integrates marketing automation, sales management, customer service management, and analytics management. ### 37. Great support and affordable for new users **Rating:** 5.0/5.0 stars **Reviewed by:** Prasad K. | Digital Marketing Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2023 **What do you like best about Agile CRM?** I've met over in Zoom with Peter several times for issues with workflow creation. He's been very helpful, and patient in helping me learn the workflow creation of Agile CRM. Thanks, Peter - very patient and you gave me clear instructions and guidance. I will be staying now with AgileCRM and learning to use the CRM fully. Agile CRM is an All-in-One. An affordable platform for marketing agencies and marketing heads. **What do you dislike about Agile CRM?** There is nothing to negative comments from my side. **What problems is Agile CRM solving and how is that benefiting you?** Mainly I am using Agile CRM for Email marketing, And Landing pages purpose, It is very helpful to my business. With Agile CRM I have increased the quality of my leads. And also have very affordable prices compared with other CRMs. ### 38. A very user friendly application **Rating:** 5.0/5.0 stars **Reviewed by:** Erwin D. | District Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 18, 2023 **What do you like best about Agile CRM?** Easily to search the product and all related items **What do you dislike about Agile CRM?** For now I don't have any issue with agile since its one of my top list **What problems is Agile CRM solving and how is that benefiting you?** I'm not familiar with the problem solving but based on my experience it can agile can assist engineers on product item list reviews ### 39. Agile CRM - My Perspective: Features Galore! **Rating:** 5.0/5.0 stars **Reviewed by:** William B. | Marketing Team Lead, Enterprise (> 1000 emp.) **Reviewed Date:** July 26, 2023 **What do you like best about Agile CRM?** Agile CRM offers a wealth of features—email and leads management, plus customers data organization—all in one place. Keeping everything under control is a breeze, and staying updated with customer information is effortless. The insights gained from this data have significantly enhanced our customer relations. **What do you dislike about Agile CRM?** This product has no cons. It's straightforward and incredibly user-friendly. **What problems is Agile CRM solving and how is that benefiting you?** Agile CRM's significance in my daily operations is unmatched, as it continuously fuels success and steers our business forward. ### 40. An irreplaceable CRM in my daily life. **Rating:** 4.5/5.0 stars **Reviewed by:** Brinly P. | Enterprise (> 1000 emp.) **Reviewed Date:** July 12, 2023 **What do you like best about Agile CRM?** I love this CRM. It's indispensable for my daily work. Campaign management, email communication with customers, and centralized data management are key. Agile CRM's dashboard and reports are phenomenal, providing me with easy-to-understand insights. **What do you dislike about Agile CRM?** I have no criticisms about this tool. It performs flawlessly, and I am thoroughly satisfied with the seamless experience I am having with this product. **What problems is Agile CRM solving and how is that benefiting you?** Agile CRM's dashboard and reports are an absolute game-changer, providing brilliant design and effortless interpretation. ### 41. Efficient Customer Management with Agile CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsea K. | Forward Deployed Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Agile CRM?** Agile CRM has revolutionized the way I manage customer information. With all contact data, contracts, and documents in one place, it's a breeze to stay organized. The automation feature is a game-changer, allowing me to schedule targeted offers, boost customer confidence, and attract new clients. Truly invaluable! **What do you dislike about Agile CRM?** I have no complaints about it whatsoever. The product is loaded with features, and the customer support provided is outstanding. **What problems is Agile CRM solving and how is that benefiting you?** Throughout the year, my experience with Agile CRM has been truly wonderful, providing invaluable support to our sales and marketing team in effectively managing leads and acquiring new clients. ### 42. Boost Your Business Productivity with this Robust Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Drake W. | Assistant Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 13, 2023 **What do you like best about Agile CRM?** Building trusting relationships with clients and prioritizing customer-centricity is at the core of this tool's purpose. Its CRM functions are exceptional, automatically triggering tasks and updating CRM records. Additionally, it provides uninterrupted access to customer data, offering a 360-degree view of their interests and preferences. Based on these insights, tailored CRM solutions can be developed to suit each client's specific requirements. **What do you dislike about Agile CRM?** If there were additional woocommerce integrations, like Square Space and PrestaShop, it would be great. This would provide users with more options for creating their online stores. **What problems is Agile CRM solving and how is that benefiting you?** AgileCRM is an all-in-one solution that combines flexibility, customization, and ease of use to deliver excellent customer relationship management. As someone who specializes in automation, I highly recommend this tool to streamline and minimize manual customer-level efforts. ### 43. The most affordable and efficient option! **Rating:** 5.0/5.0 stars **Reviewed by:** Lucian C. | Marketing Research Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Agile CRM?** AgileCRM is an impressive system that encompasses multiple aspects of our business into one comprehensive solution. Rather than subscribing to several online packages for CRM, invoicing, HR, etc., we now have all of these capabilities in one system. **What do you dislike about Agile CRM?** I have been using this app for a while now, and it has exceeded my expectations. I can't find any flaws with it, and it is still my preferred choice over other similar apps. **What problems is Agile CRM solving and how is that benefiting you?** All things considered, AgileCRM is still a remarkable system, and the customer service has been outstanding. The ability to consolidate all of our operational systems into a single solution and tailor it to our unique business requirements is still a fantastic feat. ### 44. YOU WILL PAY LONG AFTER YOU CANCEL **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2023 **What do you like best about Agile CRM?** Initially easy to use. I liked the free sign up and use it as a single user free accoount. I gave an assitant admin rights and gave myself a spare login. Once i paid for the starter account I found myself paying for 3 users...and they do not allow a cancelling of a user as you register. I needed tech support to do that The whole experience feels like the Hotel California....you can check out but you can never leave.... The fact that they billed my card after closing the account proved that to be true. **What do you dislike about Agile CRM?** 1) Any integration of phone or email only for the PRO upgrade -- not even the paid starter account. 2) Most integrations are in BETA - that is French for they dont work. 3) The Landing pages are now moved offsite -- feels like the software is evolving under your feet....and you are a beta tester -- so please do NOT plan on trusting your prior built efforts will last as the platform evolves under you 4) After you cancel ....close your bank account or cancel your credit card they will hit it long after you no longer have an account. Makes it impossibe to stop the fraud. **What problems is Agile CRM solving and how is that benefiting you?** They are not --i AM TRYING TO CANCEL THE SERVICE ### 45. Simple and easy-to-use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Taras H. | Software Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Agile CRM?** AgileCRM excels in contact management, making it a breeze to handle our contacts and sales leads. Additionally, it greatly aids us in efficiently managing our daily tasks. **What do you dislike about Agile CRM?** This solution is flawless in meeting our needs without any disadvantages. It successfully executes the tasks it was developed for. **What problems is Agile CRM solving and how is that benefiting you?** With AgileCRM, I have a centralized database to store customer data and sales-related information, enabling me to easily access and analyze data on customer interactions, deals, and sales performance. ### 46. Simple CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Federico Z. | Jefe de sistemas, Newspapers, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Agile CRM?** Ease of use and simple parameterization, even in its free version **What do you dislike about Agile CRM?** Several times I had to reload the page to be able to work. **What problems is Agile CRM solving and how is that benefiting you?** The possibility of managing customer support and tracking it ### 47. Optimal tool for managing sales throughout the entire cycle. **Rating:** 5.0/5.0 stars **Reviewed by:** Isai C. | QA Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** May 01, 2023 **What do you like best about Agile CRM?** I've found that using AgileCRM's combination of a strong CRM and a customizable marketing module has been incredibly helpful in identifying and reaching out to customers. AgileCRM has empowered our marketing team to create and deploy campaigns without needing IT, which has saved us a lot of time and effort. **What do you dislike about Agile CRM?** I have no negative comments to make. There is no negative feedback from my perspective. **What problems is Agile CRM solving and how is that benefiting you?** Thanks to AgileCRM, I can communicate and track communications with our clients more effectively. ### 48. cheap entry level solution **Rating:** 1.5/5.0 stars **Reviewed by:** Simone R. | Partnership Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Agile CRM?** the crm was cheap and easy to implement for us as an initial solution **What do you dislike about Agile CRM?** lack of integrations and features to connect to other system, platform. support time was also extremely long **What problems is Agile CRM solving and how is that benefiting you?** we didnt run any system before, so it´s was our first approach to have a CRM system in our company. ### 49. Agile CRM is ok **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2023 **What do you like best about Agile CRM?** When you are able to get support they are normally super helpful in trouble shooting any issues. **What do you dislike about Agile CRM?** There not available during work hours for AEDT time. I normally have to wait till past 3pm to get on a support call. This could be better if they provide support during my working hours. **What problems is Agile CRM solving and how is that benefiting you?** Providing automation and being able to tag relevant clients. Also the tracking is very uesful for campaigns. ### 50. Cost effective CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2023 **What do you like best about Agile CRM?** Integrated simple tool for sale and marketing **What do you dislike about Agile CRM?** Analytics can be improved and the bulk data upload has some issues **What problems is Agile CRM solving and how is that benefiting you?** This helps in our lead management and follow-up with clients. ## Agile CRM Discussions - [Why are you tear down their state-of-the-art product?](https://www.g2.com/discussions/why-are-you-tear-down-their-state-of-the-art-product) - 1 comment, 2 upvotes - [Any power users who are making Agile deliver ?](https://www.g2.com/discussions/13657-any-power-users-who-are-making-agile-deliver) - 1 comment, 1 upvote - [What is Agile CRM used for?](https://www.g2.com/discussions/what-is-agile-crm-used-for) - 1 comment - [View Agile CRM pricing details and edition comparison](https://www.g2.com/products/agile-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-12+14%3A48%3A55+-0500&secure%5Bsession_id%5D=6b2a45ef-bc42-45d2-859b-b0614e8ee572&secure%5Btoken%5D=6e4a221b34cbc1e5584e718a0d251fe2cda880449203e2c613708f571c8f4f2f&format=llm_user) ## Agile CRM Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [WordPress.com](https://www.g2.com/products/wordpress-com/reviews) ## Agile CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database **Design and Customization** - Pre-Designed Templates - Pop-Up Types - No-Code Customization - Mobile Optimized **Page Customization** - Drag and Drop - Templates - Advanced Customization - Content Library **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Speech **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Communication** - Pop-up Chat - Notifications - Targeted Emails - In-App Messaging - Co-Browsing **Analytics** - Open Rates - Link Activity - Attachment Activity **Campaigns** - Targeting - Triggered Campaigns - A/B Testing - Analytics **Page Optimization** - A/B Testing - Mobile Responsive - Web Analytics - SEO **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms **Generative AI** - AI Text Generation - AI Text Summarization **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting ** Internal Use** - Customization - Conversation Archiving - Lead Development - Knowledge Base - Team Inbox - Customer Profiles **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Integrations** - CRM/Email Integrations - WCM Integrations - E-Commerce Integrations - Social Media Integrations **Integrations** - E-Commerce Integration - Email Marketing Integration - Domain Integration **Generative AI** - AI Text Generation **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **Generative AI** - AI Text Generation **Generative AI** - AI Text Generation **Agentic AI - Vulnerability Scanner** - Autonomous Task Execution - Proactive Assistance **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice **Agentic AI - Landing Page Builders** - Cross-system Integration **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Generative AI** - AI Text Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Integration - Reporting - Dashboards ## Top Agile CRM Alternatives - [EngageBay](https://www.g2.com/products/engagebay/reviews) - 4.6/5.0 (660 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,165 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,197 reviews)