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Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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Agile CRM Features

  • Run email, social network, and phone marketing campaigns from one app
  • Build smart, automated email and social campaigns in a flow chart
  • See what visitors did on your website
  • Let customers schedule appointments
  • Integrates with Twilio and RingCentral to make and receive calls

Agile CRM Pricing

  • Free for up to 2 users and 1000 contacts
  • $14.99/user/month Starter plan for up to 10k contacts and basic features
  • $49.99/user/month Regular plan for up to 50k contacts, phone integration, documents support and more
  • $79.99/user/month Enterprise plan for unlimited features and contacts

20% off all plans if paid annually; 40% off all plans if paid biannually

Last updated January 15, 2016. Please visit the official site for the most up-to-date information.

Agile CRM Review

Building your own CRM is a far harder task than most would want to take on, and even deeply customizing an existing CRM can be rather difficult. Agile CRM tries to strike a balance between the two by being a full-featured marketing automation CRM with enough plugins and dev tools to make it the CRM equivalent of Legos.

Its own features are pretty great on their own. You can keep track of contacts and view them in the order they’ve been added, so you’ll have a quick visual reference for their current position in the sales process and how long they’ve known about your company. Then, you can categorize them with tags, assign a score to them as a guess of how likely they are to buy your product, and track which parts of your website they’ve seen.

That’s when Agile CRM’s marketing automation comes in. You’ll be able to setup visual flowchart-style workflows that’ll automatically email contacts a day after they visit a particular page, for instance, and make sure the email gets there during their morning based on their time zone. There’s also social network automation, so you could continue the chain with a Twitter or Facebook message. Or, you can reach people right on your website, with automated popup messages in your site that’ll, perhaps, show a deal to a customer after they’ve viewed 3 of your products.

There’s more, too. You’ll find task and appointment scheduling in Agile CRM, complete with tags to help you get things done. There’s even a kanban board for your tasks to help you keep things organized. There’s also a social suite in Agile CRM where you can monitor your brand mentions, share stuff across your networks, and find opportunities to engage and kick off new marketing workflows.

You don’t have to use Agile CRM for everything, though. Like its marketing automation features, but want to send emails with a different service? No problem. Need to add phone support that works with your Twilio phone number? That’s just a click away. You’ll find dozens of plugins in Agile CRM that let it deeply integrate with the apps you’re already using. They’ll let you send messages on your social networks, receive calls, and log sales right inside Agile CRM. And the rest of your apps can be integrated with a quick Zapier automation.

If that’s not enough, your developer team is free to customize Agile CRM and add anything else you’d like. There’s a Widget API to add your own customer HTML5 widgets to contacts pages, along with a C# API to integrate your own apps with anything you’d like in Agile CRM.

Agile CRM includes everything you need to keep track of everything about your contacts and automatically get in touch with them in the places it matters most—their email inbox, social networks, right inside your own app, and with the apps you use most via plugins and its API. And with a nearly full-featured account that’s free for 2 users, it’s easy to try out and see if it’s the right CRM for you.

Our Verdict: 4.0 out of 5 stars.

Matthew

Reviewed by Matthew Guay, Zapier. Last updated November 1, 2014.

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