Agile CRM

from $9/month Check demo

What’s Agile CRM ?

Agile CRM is an all-in-one buyer relationship administration resolution that provides onboarding gross sales, service, and advertising and marketing automation on a single platform. Small and medium-sized companies that require options akin to gross sales monitoring, net analytics, contact administration, telephony, and emails discover this administration CRM very helpful. It’s a clear and easy, but fashionable interface that makes Agile CRM a well-liked and trusted device by over 15,000 prospects. The Agile CRM software program affords a variety of options that embrace e-mail monitoring, touchdown pages, contact administration, scheduling, gross sales, and advertising and marketing automation in addition to undertaking administration.

The explanation why Agile CRM automation is so standard amongst 1000’s of SMEs is that it integrates the core functionalities of promoting, service, gross sales, and net engagement platforms into one single resolution. It’s the excellent device for gross sales and advertising and marketing groups because it helps improve accuracy and person effectivity because of its advertising and marketing and gross sales automation device. The Agile buyer relationship administration software program additionally affords a extremely efficient contact administration device. It helps retailer and manage all of the person’s contact info in order that it might be accessed anytime and wherever.

A advertising and marketing platform, the Agile CRM app helps to hurry up advertising and marketing workflows by way of automation. Customers can create customized touchdown pages with the assistance of a user-friendly drag-and-drop designer. This improves conversion charges and aids within the optimization of social media advertising and marketing efforts because of the built-in social media advertising and marketing suite.

Vendor Particulars

  • Agile CRM Inc.
  • Web site : www.agilecrm.com
  • Based 2013
  • Sunnyvale, California, United States

Key Metrics of Agile CRM

Agile CRM options provide akin to lead scoring, name recording, autodialer, Twilio, a 360-degree contact view, and RingCentral integration. Among the necessary makes use of of the client relationship administration device are that it helps companies run extremely participating advertising and marketing campaigns. Moreover, it affords a extremely skilled buyer assist staff that may cater to each want of the enterprise.

Agile delivers an easy-to-use, turnkey resolution to beat the technical challenges and inefficiencies in seamlessly integrating advertising and marketing, gross sales, and repair efforts. It additionally contains integrations with over 60 main third-party purposes. The device centralizes real-time buyer information, making it readily accessible throughout all groups in a company. Agile CRM has a spread of analytics and reporting options for monitoring enterprise efficiency. It automates net engagement with popups, customer-conscious messages, surveys, affords, and signup varieties.

Listed below are a few of Agile CRM’s key options

1. Gross sales:

  • Contact administration
  • Mission Administration
  • Gamification
  • Cellular CRM

  • Offers
  • Telephony
  • Appointment Scheduling

2. Advertising and marketing:

  • Advertising and marketing Automation
  • Touchdown Web page Builder
  • Social CRM
  • Dynamic Touchdown Pages
  • Exit Intent
  • Ship E-newsletter

  • E mail Advertising and marketing
  • Cellular Advertising and marketing
  • E mail Monitoring
  • Net Engagement
  • Push Notifications

3. Service:

  • Helpdesk
  • Sensible Views
  • Knowledgebase

  • Ticketing
  • Suggestions
  • Canned Responses

4. Social & Cellular:

  • Social Collaboration Options
  • Cellular Consumer Help
  • Social Community Integration

Makes use of/ Functions:

  • Monitoring gross sales
  • Monitor offers
  • Schedule personnel and assets
  • Preserve word of the phases and milestones
  • Create tasks
  • Create customized touchdown pages

  • Assign duties
  • Observe progress of every undertaking and duties
  • Scheduling automation and notifications
  • Set schedules
  • Assign dates for conferences, deadlines, and follow-ups


Agile CRM Options

  • Contact Administration
  • Deal Administration
  • Ticketing
  • Suggestions Administration
  • Sensible Views
  • Knowledgebase
  • Canned Responses
  • Telephony
  • Appointment Scheduling

  • Mission Administration
  • Social Suite
  • E mail Monitoring
  • E mail Advertising and marketing
  • Cellular Advertising and marketing
  • Helpdesk
  • Gamification
  • Advertising and marketing Automation
  • Touchdown Web page Builder


Agile CRM Pricing

1. Free model: for 10 customers

  • E mail Monitoring
  • 1,000 Contacts & Firms
  • Customized Deal Tracks
  • Customized Information Fields
  • Lead Scoring
  • Limitless Offers, Duties & Paperwork
  • Appointment Scheduling
  • Customized Deal Milestones
  • E mail Templates Builder
  • Touchdown Web page Builder
  • 5,000 Emails (Branded)  
  • Net-to-Lead
  • E mail Campaigns

  • Begin Campaigns with the straightforward drag and drop builder
  • Net Engagement
  • Contact Degree Analytics  
  • Kind Builder
  • 1 Plugin
  • Combine seamlessly with any 1 main third-party service supplier, web site and app
  • E mail Help
  • Google Sync
  • Chrome Extension
  • Primary Studies

2. Starter: $9/ month/ person

$9.99/ yr/ person

$8.99/ 2 years/ person

  • 10,000 Contacts & Firms
  • Customized Information Fields
  • Lead Scoring
  • Primary Studies, E mail Studies
  • Net Engagement
  • Contact Degree Analytics
  • Limitless Offers, Duties & Paperwork
  • Appointment Scheduling
  • Customized Deal Milestones
  • E mail Monitoring
  • 2-Means E mail Integration
  • E mail Campaigns

  • Advertising and marketing Automation
  • Google/Shopify/Stripe Sync
  • Chrome Extension
  • 5,000 Emails (Branded)
  • Net-to-Lead
  • 3 Plugins
  • Kind Builder
  • E mail Templates Builder
  • Social Monitoring
  • Cellular Advertising and marketing
  • Touchdown Web page Builder
  • E mail & Cellphone Help

3. Common: $29.99/ month/ person

$29.99/ yr/ person

$29.99/ 2 years/ person

  • 50,000 Contacts & Firms
  • Customized Information Fields
  • Lead Scoring
  • Limitless Offers, Duties & Paperwork
  • Appointment Scheduling
  • Customized Deal Milestones
  • E mail Monitoring
  • 2-Means E mail Integration
  • Customized Deal Tracks
  • 2-Means Telephony
  • E mail Campaigns
  • Begin Campaigns with the straightforward drag and drop builder
  • Net Engagement

  • Contact Degree Analytics
  • Kind Builder
  • E mail Templates Builder
  • Touchdown Web page Builder
  • 5,000 Emails (Branded)  
  • Net-to-Lead
  • Advertising and marketing Automation
  • Social Monitoring
  • Cellular Advertising and marketing  
  • 50+ Plugins/Integrations
  • E mail & Cellphone Help
  • Google/Shopify/Stripe Sync
  • Chrome Extension
  • Primary & E mail Studies

4. Enterprise: $47.99/ month/ person

$47.99/ yr/ person

$47.99/ 2 years/ person

  • Limitless Contacts & Firms
  • Customized Information Fields
  • E mail Monitoring
  • 2-Means E mail Integration
  • Customized Deal Tracks
  • 2-Means Telephony
  • Put up Name Automation
  • Name Recording
  • Automated Voicemails
  • E mail Campaigns
  • Net Engagement
  • Contact Degree Analytics  
  • Lead Scoring
  • Limitless Offers, Duties & Paperwork
  • Appointment Scheduling
  • Customized Deal Milestones
  • Kind Builder

  • E mail Templates Builder
  • Google/Shopify/Stripe Sync
  • Chrome Extension
  • Primary, E mail & Workforce Studies
  • Entry Controls (ACLs)
  • Social Monitoring
  • SES/Mandrill/Sendgrid Integration
  • Cellular Advertising and marketing  
  • 50+ Plugins/Integrations
  • E mail & Cellphone Help
  • Touchdown Web page Builder
  • 5,000 Emails (Branded)  
  • Net-to-Lead
  • Advertising and marketing Automation
  • Devoted Account Rep
  • Onboarding Coach

For extra details about the Agile CRM pricing click on here


PROS:
  • Free trial
  • All-in-one CRM
  • Easy to make use of, quick and cell prepared
  • Reasonably priced by SMEs
  • Subsequent technology software program
  • Simple to make use of UI
  • Nice for SMEs
  • Fast and straightforward to arrange
  • Unbelievable assist
  • Cloud-based CRM
  • Characteristic-rich
  • A number of add-ons
  • Many plug-ins accessible
  • Free webinar coaching

CONS:
  • Occasional Bugs
  • Issues whereas setting hyperlinks to WordPress web site
  • Restricted e-mail templates
  • Complicated than different small enterprise net apps
  • Extra customization choices wanted
  • Not a whole product
  • Requires fundamental data and abilities to be taught this system
  • Areas of enchancment: design reviews, full offers, product administration to cite
  • DIY expertise
  • Wants higher testing and preview choices
  • Want representatives with greater experience


Agile CRM Integration

Agile CRM affords distinctive widgets for assist, billing, e-commerce, telephony, in addition to social media. Customers also can combine their very own customized widget. Therefore, the CRM software program manages each facet of the client’s journey by way of the next integrations:

  • Twitter: Join with contacts, automate social interactions and schedule tweets
  • Fb: Interact with Fb contacts and publish on timelines utilizing Agile
  • Google Apps: Agile CRM integrates with the whole Google Suite to allow gross sales
  • Twilio: Obtain and make calls, document and monitor conversations, and many others
  • LinkedIn: Hook up with contacts, ship messages and get updates on the social community
  • RingCentral: Customers can flip name leads into offers with the Agile CRM, the trade’s bets integration device

Specification

Supported Gadgets

  • Home windows
  • Android
  • Net-based
  • iPhone/iPad
  • Mac

Language Help

  • English

Pricing Mannequin

  • Annual Subscription
  • Month-to-month cost
  • Two-yearly Subscription

Buyer Sorts

  • Small Enterprise
  • Medium Enterprises
  • Freelancers

Deployment

  • Cloud, SaaS, Net
  • Cellular – iOS Native
  • Cellular – Android Native

Help

Agile CRM has a singular assist desk software program function that gives assist on the buyer’s fingertips. The corporate believes that offering excellent buyer assist separates first rate organizations from glorious ones. With the ability to present a constructive buyer assist expertise is of the utmost significance to Agile CRM assist representatives. The device affords a number of highly effective assist desk automation options to grasp and help prospects:

  • Ticketing:

Resolve any subject within the nick on time because of the device’s highly effective ticketing options. This helps to maintain prospects happy in the long term and scale back attrition charges.

  • Sensible Views:

Customers can get pleasure from personalized, at-a-glance views of important information akin to ticket precedence on their dashboards.

  • Teams

Customers can categorize their tickets in response to points and route them to the suitable staff akin to assist or gross sales. This helps to provide prospects their very own devoted buyer assist consultant.

  • Sensible Workflows:

Agile CRM leverages automation to be able to prioritize tickets, set their statuses, and assign them to assist executives. This reduces the time consumed in mundane administrative duties that may be dedicated to extra necessary duties.

  • Service Degree Agreements:

Companies can arrange set off campaigns to share alerts when the ticket decision time exceeds its deadline. This helps prospects get a transparent understanding of entitlement and expectations from the client assist staff.

  • Canned Responses:

This helps organizations create pre-packaged replies to make sure well timed and constant responses to regularly requested questions (FAQs). It reduces the response time in addition to affords correct responses every time.

  • Suggestions:

Customers can obtain automated good suggestions primarily based on ticket labels and canned responses. This guides the assist rep staff to remain on monitor and function at a extremely skilled stage always.

  • Ticket Labelling:

Creating and utilizing labels to prepare tickets simply obtained simpler with Agile CRM. Firms can enhance their organizational operations and searchability, in addition to automate workflows primarily based on the labels. This vastly helps in streamlining the client assist processes,

  • Studies:

Customers can view graphical reporting on their dashboard associated to biometrics akin to ticket precedence, standing, first response time, and many others.

Additionally, customers can avail Agile CRM’s environment friendly and efficient assist instruments given under:

  • Name at 1-800-980-0729 09:00am to 05:00pm EST, Mon-Fri
  • Ship an e-mail at care@agilecrm.com for twenty-four/7 e-mail assist
  • Schedule a name: E book a slot in response to person’s time and comfort
  • Coaching workshops: Register and attend weekly coaching workshops
  • Contact gross sales at gross sales@agilecrm.com

Extras

  • 50+ Plugins/Integrations
  • Google/Shopify/Stripe Sync
  • Chrome Extension
  • E mail & Cellphone Help
  • Primary & E mail Studies

Awards/ Accolades/ Certifications

  • Agile CRM has over 15,000 prospects and greater than 50 plugins
  • A staff of skilled professionals with over 170 members
  • Annual income of $7 million with over 170,000 customers

Rivals


High Agile CRM Options

  • Insightly CRM

Insightly is considered one of Agile CRM’s prime rivals. The Insightly CRM software program firm is headquartered in San Francisco, California, and was based in 2009. It generates 200% of the income of Agile CRM and is a market chief in web software program. With over one million customers throughout numerous industries, Insightly is an easy-to-use buyer relationship administration software program that has been built-in with many standard person purposes and platforms. Companies of all sizes use Insightly’s intuitive CRM instruments for job, contact, and pipeline administration, in addition to to boost buyer relationships and enhance productiveness.

  • Freshsales CRM

A high-quality buyer relationship administration software program, Freshsales is a boon for high-velocity groups of all sizes. Deemed a single contact administration hub by gross sales professionals, the newest providing from Freshdesk’s spectacular product line offers clever CRM instruments akin to direct calling, e-mail, and occasion monitoring, and analytical and reporting options, together with fantastic buyer assist.


Conclusion

In conclusion, Agile CRM software program lives as much as person expectations with regard to CRM and automation software program. There are solely a handful of software program available in the market that may carry out all of the duties essential to a enterprise and this multipurpose platform is considered one of them. Agile CRM offers highly effective options to resolve each gross sales and advertising and marketing challenges. It’s a good device that’s repeatedly enhancing, particularly in terms of customer support. Customers can simply get began with the free trial that provides many helpful options, and later improve or swap plans in response to their comfort.


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
8.1 Total Score
"I chose Agile because of their value and incredible superior customer service. They really care about small-to-medium sized organizations like ours, whether you're very CRM experienced or lightly so. Every business needs a CRM these days. Compared to HubSpot or Fusion Marketing, they really present a better value and are quite robust yet simple to use. Very pleased!" — Drew Edwards

8.1Expert Score
Design
7
Usability
7.5
Support
8
Price
10
8.7User's score
Design
8
Usability
9
Support
9
Price
9
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