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Agile CRM

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367 reviews
  • 1 profiles
  • 8 categories
Average star rating
4.0
Serving customers since
2013
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Agile CRM Reviews

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Profile Name
Star Rating
227
71
23
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38
VINAY P.
VP
VINAY P.
ᴇɴɢɪɴᴇᴇʀ @ ʟ&ᴛ|| ᴇx-ᴀʟᴛᴇɴ||ᴀᴜᴛᴏᴍᴏᴛɪᴠᴇ ɪɴᴅᴜꜱᴛʀʏ
06/06/2026
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

All-in-One CRM That Streamlines Follow-Ups, Activity Tracking, and Workflow Automation

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.
KB
Khushbu B.
06/04/2026
Validated Reviewer
Review source: Organic
Incentivized Review

Agile CRM Keeps Customer Data, Sales Tracking, and Communication Perfectly Organized

What i like most about agile CRM is how it keeps customer data, sales tracking, and communication organized in one easy to use platform.
Saman H.
SH
Saman H.
Project coordinator/ Data Analyst and Problem Solver at amazon
05/19/2026
Validated Reviewer
Review source: Organic Review from User Profile

All-in-One Customer & Task Tracking with 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.

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HQ Location:
Dallas, TX

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@agilecrm

What is Agile CRM?

Agile CRM is a comprehensive Customer Relationship Management (CRM) platform designed to streamline operations for small to mid-sized businesses. The software integrates sales, marketing, and service tools to create a unified platform that enhances the ability to engage effectively with customers.Key features of Agile CRM include contact management, telephony, appointment scheduling, project management, marketing automation, social media integration, and analytics. The platform also incorporates email tracking, web engagement tools, and mobile marketing capabilities to foster improved customer interactions.Agile CRM stands out due to its easy-to-use interface and affordable pricing, making it an attractive option for growing businesses looking to manage their customer relationships efficiently. With its cloud-based deployment, users can access Agile CRM from anywhere, ensuring flexibility and ease of use.

Details

Year Founded
2013