Agile CRM is a comprehensive Customer Relationship Management (CRM) software that offers sales, marketing, and service automation in a single platform. Designed for small to medium-sized businesses, it aims to help companies streamline their sales process and customer engagement.
Key Features
- 360° Contact View: Get a comprehensive perspective of each contact, encompassing their data, conversations, and web activity.
- Sales and Deals Management: Efficiently track sales progress with stages, milestones, and deal tracks.
- Document Attachment: Seamlessly integrate relevant documents into deals, contacts, companies, and emails.
- Integrated Telephony: Incorporate telephony services seamlessly with renowned providers like Twilio and RingCentral.
- Lead Management: Automatically score leads and receive real-time alerts for high-potential prospects.
- Calendar and Event Scheduling: A synchronized calendar system compatible with Google Calendar, allowing for easy event creation and tracking.
- Comprehensive Project Management: A user-friendly drag-and-drop interface to manage sales projects within the CRM.
- Robust Reporting and Analytics: Utilize advanced metrics, reports, and analytics for data-driven decision-making.
- Marketing Suite: A comprehensive set that includes advanced automation, email campaigns with A/B testing, web engagement tools, and landing page creation.
- Social and Mobile Outreach: Incorporate social media into marketing campaigns, and leverage mobile marketing for personalized SMS outreach.
- Gamification: Boost team motivation and performance by introducing competitive and collaborative elements in sales tasks.
Use Cases
- Small Business: Agile CRM offers an all-in-one solution, allowing small businesses to set up complex lifecycle and drip marketing campaigns quickly, score leads, track web activity, and scale efficiently.
- SaaS Solutions: Features like user-level tracking, in-app messaging, billing integration, call automation, and SaaS metrics drive growth in SaaS companies.
- eCommerce Solutions: With Agile CRM, eCommerce businesses can sell faster, monitor key metrics, elevate conversions, capture potential customers, and easily integrate preferred apps.
Pricing
- Free: This plan costs $0 per user/month and is designed for up to 10 users. It includes features such as contact and company management, lead scoring, unlimited deals, tasks, and documents, appointment scheduling, custom deal milestones, email tracking, 2-way email integration, custom deal tracks, and 2-way telephony.
- Starter: This plan costs $8.99 per user/month and is designed for growing businesses. It includes everything in the Free plan plus email campaigns, web engagement, contact level analytics, form builder, email templates builder, landing page builder, 5,000 branded emails, web-to-lead, marketing automation, social monitoring, mobile marketing, helpdesk groups, labels, canned responses, views, activities reports and 50+ plugins/integrations.
- Regular: This plan costs $29.99 per user/month and is designed for regular businesses. It includes everything in the Starter plan plus campaign workflows (up to 10), nodes per campaign (up to 25), automation rules (up to 10 triggers), knowledge base and email & phone support.
- Enterprise: This plan costs $47.99 per user/month and is designed for large organizations. It includes everything in the Regular plan plus unlimited campaign workflows and nodes per campaign, unlimited automation rules (triggers), dedicated account rep and onboarding coach.
You can check out their pricing page for more information about each plan to make the best decision for your business.
User Experience
Agile CRM’s dashboard is intuitive and user-friendly, allowing users to navigate and perform tasks efficiently. The drag-and-drop functionality in various sections simplifies the process of setting up campaigns or automations. However, first-time CRM users might find it a bit overwhelming due to the array of features.
Customer Support
Agile CRM provides customer support through live chat, email, and phone. They also offer an extensive knowledge base with articles, tutorials, and FAQs to assist users in navigating the platform.
Community and Learning Resources
Agile CRM offers a variety of resources to support its users, including hands-on training workshops and a regularly updated blog with expert insights. Users can also benefit from detailed setup guides and case studies that showcase real-world applications of the CRM.
Integration
Agile CRM integrates with a wide range of third-party applications, including Zapier, Gmail, Google Apps, Shopify, WordPress, Twilio, Stripe, and many more, making it versatile for various business needs.
