Agile CRM ranks among our top CRMs for small businesses due to its advanced marketing tools that help companies nurture leads, stay top of mind and increase revenue. The essence of the platform is to ensure that limitations in personnel don’t translate into restricted marketing capabilities.
The Drag-and-Drop Designer empowers even those with limited technical skills to create intricate marketing workflows. With just a few clicks, small businesses can construct multi-step campaigns, nullifying the steep learning curve often associated with CRM platforms. Even better, it offers a free forever plan for up to 10 users and affordable plans starting at $8.99 per user per month (billed annually).
Features
Agile CRM offers a large number of features despite its low price. All plans, including its free version, offer unlimited deals, tasks and documents, appointment scheduling, custom-deal milestones to help you better manage your pipelines, email tracking and two-way telephony.
Agile CRM’s entry-level paid plan is where its suite of marketing tools comes in. It offers marketing automations, email marketing and lead generation tools such as a form and landing page builder.
Agile CRM uniquely offers behaviour-based segmentation and it automatically tags and scores leads based on distinct activities, such as email interactions and website visits. This feature allows small businesses to strategically pinpoint the right audience segments, thus reducing the waste of resources on poorly targeted marketing campaigns. The real-time alerts about high-potential leads further help to streamline effort and focus.
Additionally, Agile CRM extends its automation into the sales process. The platform can qualify a lead and route it automatically to the appropriate sales representative. This creates a harmonious alignment between sales and marketing teams, ensuring that leads don’t fall through the cracks and that customer engagement remains consistent and timely.
By automating these various elements, Agile CRM provides small businesses with a tool that caters to their specific needs: managing intricate marketing campaigns and customer interactions without requiring a steep investment of either time or money.
Usability
I don’t find Agile CRM to be the most user-friendly. While its dashboard appears streamlined, I find that many of its features are very outdated. For example, its workflow builder is reminiscent of Microsoft Paint. Granted, some users find this easy to use, so it may depend on your familiarity with particular software.
Pricing
What Agile CRM lacks in ease of use, it makes up for in price. Not only does it have a free forever plan, but it has one of the highest user limits with a 10-user maximum. Its free plan includes up to 50,000 contacts; unlimited tasks, deals and documents, custom data fields, lead scoring, appointment scheduling, email tracking and two-way telephony. For access to its suite of marketing tools and features, such as email campaigns, form and landing page builders, users will need to opt for its entry-level Starter plan for $8.99 per user per month with an annual subscription.
Reputation
With one of the highest average user ratings on our list, Agile CRM has a near-perfect 4.8 out of 5-star rating from more than 1,700 reviewers on Trustpilot – of which, over 90% gave it a perfect 5-star rating. While the vast majority of reviews are centred around high-quality, quick and helpful support, it’s important to choose a CRM that offers top-notch customer service, as it can make a big difference when troubleshooting any issues or resolving any problems.
Who’s it good for?
Agile CRM is a good choice for small businesses looking to supercharge their sales and marketing efforts with advanced automations that can help nurture customer relationships and drive sales.