--- title: Agile CRM Reviews meta_title: 'Agile CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 368 reviews by the users' company size, role or industry to find out how Agile CRM works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 368 scale: '5' date_modified: '2026-08-09' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Agile CRM Reviews **Vendor:** Agile CRM **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 368 ## 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 value the **ease of use** of Agile CRM, finding it efficient and practical for managing sales pipelines. (4 reviews) - Users value the **effective consolidation** of tools in Agile CRM, enhancing productivity and affordability for small teams. (4 reviews) - Users appreciate the **all-in-one toolset** of Agile CRM, benefiting from effective management and automation capabilities. (4 reviews) - Users value the **affordability** of Agile CRM, praising its effective all-in-one tools for small businesses. (3 reviews) - Users value the **effective automation** features of Agile CRM, enhancing efficiency for small and mid-sized teams. (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 **interface not intuitive** , making navigation and using advanced features more challenging than expected. (4 reviews) - Users express frustration over **poor customer support** , citing slow response times and unhelpful assistance as major issues. (4 reviews) - Users report a **difficult user interface** that feels outdated and lacks the polish of competitors, hindering ease of use. (3 reviews) - Users experience **slow loading** times with Agile CRM, hindering productivity, especially with larger datasets. (3 reviews) - Users find Agile CRM's interface clean but note **interface issues** that hinder engagement and clarity 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. Good Tool and Keeps Improving **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2016 **What do you like best about Agile CRM?** AgileCRM has a very all-inclusive marketing automation solution that allows you too visually see your map with workflows. This helps you recognize the holes in your campaigns and adjust. Reports, very easy to dump into excel and make your own charts if need be. **What do you dislike about Agile CRM?** That you are unable to see your email via outlook with an exchange server **Recommendations to others considering Agile CRM:** You must try, I have used Zoho and others. For the price, you just can't beat it. **What problems is Agile CRM solving and how is that benefiting you?** Coalescing CRM with Marketing Automation. ### 2. I use Agile to manage information and marketing for multiple businesses. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2016 **What do you like best about Agile CRM?** I like the ability to use the service for minimal cost to start. **What do you dislike about Agile CRM?** Service used to be excellent. Over the last few months, they've opted to service everyone from India, and the problems are rarely resolved and extremely difficult to communicate. I've submitted 4-5 job tickets and had multiple support sessions via chat but still nothing. And this is after they've contacted me via email to notify me that the problem was resolved! I've spent hours trying to resolve software issues on their end. I would NOT recommend them to anyone... **Recommendations to others considering Agile CRM:** Consider spending more. You'll ultimately spend more anyway when you start to realize that your initial plan is limited... ### 3. HORRIBLE TECH SUPPORT! **Rating:** 0.0/5.0 stars **Reviewed by:** Corey J. H. | Co-Owner, Inbound Marketing Expert and HubSpot Power User, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2016 **What do you like best about Agile CRM?** The possibilities - website tracking, email automation, crm, pop-up forms, and more -- seemed like the perfect combo!! **What do you dislike about Agile CRM?** In trialing this software, we needed to make sure that the website page tracking is possible using our own forms on Squarespace. Also, we tested out their pop-up form to make sure it was capturing contacts into the CRM. Both were not working so we reached out to tech support. Tech support isn't tech support. It was a disaster - from sending unrelated articles to send my link to code that I had used already - to delays in responding via email to ultimately giving me a code that added a form in my header above the navigation - WHAT?! How would that help me track all form submissions. This experience was a disaster. Can you imagine real issues down the line? DONT USE THIS SOFTWARE!! **Recommendations to others considering Agile CRM:** DONT USE. **What problems is Agile CRM solving and how is that benefiting you?** NONE WITH THIS! ### 4. Agile has worked fine for us. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** November 28, 2016 **What do you like best about Agile CRM?** Agile has been easy to use and has an acceptable learning curve. **What do you dislike about Agile CRM?** The program is still being developed, and you have to get used to the bugs and workarounds. **What problems is Agile CRM solving and how is that benefiting you?** We use Agile to manage our campaigns. The lower price point has enabled our small business to have mass mailings. ### 5. Reliable and easy to use product **Rating:** 4.5/5.0 stars **Reviewed by:** Terry R. | CTO, Fund-Raising, Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2016 **What do you like best about Agile CRM?** AgileCRM is developer friendly, we can customize it without taking too much time. I really like the marketing automation tool, easy to use, even for non-tech collaborators. **What do you dislike about Agile CRM?** I wish I had more nodes/campaigns to add in marketing automation tool, it is restrictive. **What problems is Agile CRM solving and how is that benefiting you?** Thanks to Agile, our customer database is clean and our processes too ! Helpdesk for creating tickets and help our customers, the marketing automation tool to catch customers, and the lead score (automatically attributed) to follow them. ### 6. Very intuitive and easy! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2016 **What do you like best about Agile CRM?** The ease of use and implementation. I also really enjoy the integration of the apps! **What do you dislike about Agile CRM?** Agile CRM can improve by providing additional functionalities that some of the other platforms offer. **What problems is Agile CRM solving and how is that benefiting you?** Keeping track of all of our client relationships! We have found that we are better organized with our sales leads now. ### 7. Solid Small to Mid Sized Business CRM **Rating:** 4.0/5.0 stars **Reviewed by:** George M. | EO Colorado President, Non-Profit Organization Management, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2016 **What do you like best about Agile CRM?** It has a wide feature set. Reasonable price. Perfect for smaller teams. **What do you dislike about Agile CRM?** The email creation and HTML editor features are a bit subpar but can be navigated if you have HTML skills. Also it doesn't seem to do the best job at de-duplication. **What problems is Agile CRM solving and how is that benefiting you?** Tracking customer experiences and sharing notes. It's great for doing lead scoring based on user-interactions. ### 8. I highly recommend AgileCRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2016 **What do you like best about Agile CRM?** I love that is has so many features at an affordable price. It's am amazing automation tool even if you aren't very technology savvy ;) **What do you dislike about Agile CRM?** I wish they didn't charge you for additional emails without their branding. **What problems is Agile CRM solving and how is that benefiting you?** My sales funnel is much more effective now. ### 9. Agile is great **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2016 **What do you like best about Agile CRM?** Simple, easy to train staff on. Includes campaign tools for email marketing. **What do you dislike about Agile CRM?** I am happy with the product overall. They make regular updates and it does what we need - no real issues. **What problems is Agile CRM solving and how is that benefiting you?** Sales CRM / marketing automation / quick email template creation ### 10. I truly found it useful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2016 **What do you like best about Agile CRM?** I liked the way things were organised by company/ people from that company. **What do you dislike about Agile CRM?** At one point it became hard to organize people you had to follow-up with just by using tags and notes. **Recommendations to others considering Agile CRM:** If you're a start-up and don't have loads of money for expensive CRMs, Agile works perfectly, and I'm sure they will get better and better over time. **What problems is Agile CRM solving and how is that benefiting you?** We had a common marketing & sales database where we could keep track of leads. It was pretty useful for a start-up. **Official Response from Shreyansh Surana:** > Hi Andrea Thanks for your review. We have recently added 'Service' to our platform to enable user to manage end-to-end journey of a customer. Customer Support teams can manage tickets, create groups, setup canned responses and have agent level reports within the CRM itself. Thus, eliminating the need to have any external tools for managing customer service. Do try and let us know your feedback. Thanks ### 11. Agile CRM Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2016 **What do you like best about Agile CRM?** Marketing automation and its workflow Templates for email and landing pages **What do you dislike about Agile CRM?** We can not create lists if customers Slow helpdesk **Recommendations to others considering Agile CRM:** Could be an excellent solution provided some improvements are made **What problems is Agile CRM solving and how is that benefiting you?** Management of a big database of prospects Clients acqusition ### 12. Amazing with integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 19, 2017 **What do you like best about Agile CRM?** Integration with google apps & Skype. Makes life lot easier to track leads. **What do you dislike about Agile CRM?** There are still a few bugs with the timeline. **Recommendations to others considering Agile CRM:** Go for it but expect some bugs. **What problems is Agile CRM solving and how is that benefiting you?** Sales force management. ### 13. Less than great **Rating:** 0.0/5.0 stars **Reviewed by:** William C. | CEO, Electrical/Electronic Manufacturing, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2016 **What do you like best about Agile CRM?** The amount of apps that connect to the cloudware seem to be great. But buggy. It looks good and gives good visual of data. Email integration was good. Captures a lot. **What do you dislike about Agile CRM?** Customer support is horrible. They sales guys are pushy and offered if I didn't like it that we could get a full refund before 30 days. NOT SO. The cloudware is super buggy. The apps don't always work The dashboard is buggy. Sometimes displaying old data or not relevant. Too easy to delete something and miss it completely. Syncing with apps is buggy. Constantly having to delete contacts multiple times and the data is not synced correctly without a way to map the data cells being ported. **Recommendations to others considering Agile CRM:** Don't do it. Look at Zoho, ProsperWorks, Method or some other CRM that is easier to implement and that will actually work for you. Whatever you do, don't try and sync with Quickbooks. **What problems is Agile CRM solving and how is that benefiting you?** We are looking for a way to identify sales from multiple sources, delegate to the proper sales function or channel and convert more opportunities into sales. I haven't realized any benefit due to the constant manipulation of the data that is poorly synced with other apps. You spend way too much time filtering and fixing than working. ### 14. Agile is the best solution for us as a small yet growing business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2016 **What do you like best about Agile CRM?** Simplicity of the design and the ease of setup and use. **What do you dislike about Agile CRM?** Having to look at another CRM package because Agile can not take our monthly payments by DEBIT card.... Agile only take payments by CREDIT CARD or ADVANCED (According to help/chat) **What problems is Agile CRM solving and how is that benefiting you?** Developing a CRM solution for a client that wanted scalability and functions supported by a robust API. ### 15. Terrible CRM **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2016 **What do you like best about Agile CRM?** Very little, you can send mass marketing emails but so can other CRMS and they're not so buggy. **What do you dislike about Agile CRM?** Lots of bugs, complicated to set up a unsubscribe link, no pipeline feature so you have to rely on tags. There are others but I have wasted enough time with Agile and don't want to continue wasting my time. **What problems is Agile CRM solving and how is that benefiting you?** Sending marketing emails. ### 16. Agile CRM is easy to setup and use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2016 **What do you like best about Agile CRM?** Very easy to setup. Takes only a few minutes and we're up and going. **What do you dislike about Agile CRM?** Lacks some integration capabilities. Doesn't always works well with online web platforms (Wix for example). **What problems is Agile CRM solving and how is that benefiting you?** It helped keep track of lead interactions with content (email, social) and develop workflows base don user behavior. ### 17. Very Good but the email marketing piece needs development **Rating:** 5.0/5.0 stars **Reviewed by:** Andreas J. | Senior Procurement and Strategic Sourcing Specialist, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2016 **What do you like best about Agile CRM?** The ability to view a snapshot of your contacts, sales and social media. **What do you dislike about Agile CRM?** The email marketing is not robust and not up to the latest industry standards. **Recommendations to others considering Agile CRM:** Very good customer support. **What problems is Agile CRM solving and how is that benefiting you?** I was trying to consolidate a couple systems so I can use one system. **Official Response from Shreyansh Surana:** > Hi Andreas, Thanks for your review. I have asked my customer success team to connect and get more details on your feedback about the email marketing capabilities. Thanks ### 18. Great Hubspot alternative for small businesses **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2014 **What do you like best about Agile CRM?** Agile CRM and ClickDesk seamlessly integrate with best of class web apps such as Shopify, Wufoo, Harvest, Quickbooks Online, Basecamp, Google Apps, and many more. Customer support is excellent and replies rapidly. The breadth of features and breadth of integrations AgileCRM and ClickDesk offer is unparalleled. You would have to patch together several apps to match what AgileCRM and ClickDesk do. **What do you dislike about Agile CRM?** I wish it had a more customizable interface that allowed for more of a functional workflow set-up rather than a structural database interface. It's buggy and needs more polish. **Recommendations to others considering Agile CRM:** Try it. Agile CRM is particularly good for ecommerce and SaaS business models. Look for the new breed of full service all-in-one apps that integrate marketing automation and CRM. Another one to look at in this category is Intercom. **What problems is Agile CRM solving and how is that benefiting you?** Marketing, sales, and service. ## 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?page=8§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+05%3A07%3A26+-0500&secure%5Bsession_id%5D=741c6bc2-41aa-42e7-84ee-6b3d8b6fc735&secure%5Btoken%5D=b49fa6fd39d457914b0beafc9cf6169466d3ab8a028165232362e919f81998fe&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 - Contract/License 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 - Email Management - File Management - Deal Management **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization - Conversion Rate Optimization - Multivariate Testing - Customizable Forms **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 - Workflow Management - Knowledge Base Management - Ticket Management - Call Center Management - Queue Management - Inbox Management - Support Ticket Management - Email Management **Design and Customization** - Pre-Designed Templates - Pop-Up Types - No-Code Customization - Mobile Optimized **Page Customization** - Drag and Drop - Templates - Advanced Customization - Content Library - Email Templates **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Speech - Generative AI **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 - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Email Tracking - Automated Alerts and Tasks - CRM Lead Integration - Third-Party Integrations - Real-Time Data - Social Marketing - Email Marketing - Multi-Channel Marketing - Conversion Tracking - ROI Tracking - Activity Tracking - Engagement Tracking - Campaign Segmentation - Search Marketing - SMS Marketing - Website Visitor Tracking **Communication** - Pop-up Chat - Notifications - Targeted Emails - In-App Messaging - Co-Browsing - Real-Time Notifications - Real-time Consumer-facing Chat **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 - Real-Time Analytics - Campaign Analytics - Reporting/Analytics **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting - Campaign Management - Workflow Management - Template Management ** Internal Use** - Customization - Conversation Archiving - Lead Development - Knowledge Base - Team Inbox - Customer Profiles **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Integrations** - CRM/Email Integrations - WCM Integrations - E-Commerce Integrations - Social Media Integrations **Integrations** - E-Commerce Integration - Third-Party Integrations - Domain Integration - Social Media Integration - Multi-Channel Marketing **Generative AI** - AI Text Generation - Generative AI **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Additional Functionality** - Real-Time Analytics - Email Management - API - Single Sign On - Search/Filter - Collaboration Tools - Third-Party Integrations - Activity Dashboard - Canned Responses - Surveys & Feedback - Reporting/Analytics - Transfers/Routing - Geotargeting - Interaction Tracking - CRM - Transcripts/Chat History - Document Storage - Screen Sharing - Contact Management - Autoresponders - Multi-Channel Communication - Mobile Access - AI Copilot - Offline Form - Real-Time Monitoring - Support Ticket Management - File Sharing **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising - Drip Campaigns - Multi-Campaign **Generative AI** - AI Text Generation - Generative AI - Lead 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 - Mobile Access - Lead Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics - Behavior Analytics - Real-Time Analytics - Campaign Analytics - Website Analytics - Visual Analytics - Sales Analytics **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice - Video Chat **Agentic AI - Landing Page Builders** - Cross-system Integration **Additional Functionality** - Campaign Segmentation - Form Builder - Contact Management - Website Management - API - Drip Campaigns - Email Marketing - Event Triggered Actions - Website Publishing Options - Engagement Tracking - Email Management - Customizable Branding - Template Management - Conversion Rate Optimization - Alerts/Notifications - Customizable Forms - SEO Management - Real Time Editing - Conversion Tracking - Campaign Management - Forms Management - Widgets - Lead Management - Customizable Fields - Activity Dashboard - Autoresponders - WYSIWYG Editor - CRM - Activity Tracking - Design Management - Content Management - Responsive Web Design - Reporting & Statistics - Lead Capture - AI Copilot - Customer Segmentation - Web Forms **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Lead Generation - Content Management - Lead Management - List Management - Mobile Access **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Social Media Integration **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Third-Party Integrations - Reporting - Activity Dashboard - Mobile Access **Additional Functionality** - Social Promotion - Customizable Branding - Monitoring - CRM - Reporting & Statistics - Live Chat - Customer Journey Mapping - Generative AI - Mass Texting - Drag & Drop - Email Templates - Automated Scheduling - Campaign Scheduling - AI Copilot - Social Media Monitoring - Activity Dashboard - Lead Capture - Customizable Templates - Marketing Automation - Event Triggered Actions - Marketing Calendar - Customizable CTAs - Multi-Channel Communication - Data Import/Export - Lead Qualification **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Automated Routing - Chatbot - Reporting & Statistics - Autoresponders - AI Copilot - Real-Time Monitoring - CRM - Gamification - Conversation Intelligence - Customizable Fields - Surveys & Feedback - Key Performance Indicators - Collaboration Tools - Multi-Channel Communication - Voice Recognition - Live Chat - Task Automation - IVR - Language Detection - Multiple Data Sources - Predictive Analytics - API - Alerts/Escalation - Data Security - Interaction Tracking - Prioritization - Secure Data Storage - Macros/Templated Responses - Performance Metrics - Single Sign On - Mobile App - Reporting/Analytics - Access Controls/Permissions - Email Templates - Real-Time Notifications - Automated Responses - Data Import/Export - Personalization - Workflow Automation ## Top Agile CRM Alternatives - [EngageBay](https://www.g2.com/products/engagebay/reviews) - 4.6/5.0 (696 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)