Agile CRM

What differentiates Agile CRM from other similar products?

One of the best CRMs to cater to the sales and marketing need of small, micro and medium sized businesses as the configurations of the CRM are well suited to the CRM requirements of small businesses. The Agile CRM works 24/7 without any lag and their tech and business team is always very supportive and readily available for resolution of any issue or queries posted in real time. The automation aspect and integration of the CRM with other dashboard is quite extraordinary and exemplary. One of the most cost effective CRM available for small and marginal businesses in current times.

What is your favorite aspect of this product?

The marketing automation is quite noticeable which helps in start to end automation of generating sales and marketing leads and accelerate business activities in routine. It manages all contact data in unified manner in one place with tracking of leads in continuous manner with complete transparency. The reporting dashboard is great and analytics is also fetched real time that helps in digging down better insights for better decision making

What do you dislike most about this product?

No issues found as such in working or functionality

What recommendations would you give to someone considering this product?

Please explore trial version of the CRM and explore and research all the functionalities and features properly and then only make the final buying decision

What differentiates Agile CRM from other similar products?

One of the leading and most talked about Cloud based CRM for organizations to automate and streamlined their business leads and brings structuring in data management start to end. Managing multiple clients and customers through a single window is easily possible and workable with Agile. It is easily deployed in any business environment and accustom its working flow as per client requirement immediately without much hustle. It is affordable and comes in various pricing modules for better fitment. Its deployment in google and Amazon cloud is amazing

What is your favorite aspect of this product?

The operational efficiency is measurable and comes around 95% with high accuracy. Now, we have more generation of sales and marketing leads with better conversion till end unlike earlier times. Our revenue is enhanced by almost 23% with increased visibility and better control on data. Managing different and complex projects and portfolios is seamless with Agile owing to customizable features and functionalities in built into the CRM. It is easily integrated with any other device and server without any trouble.

What do you dislike most about this product?

Its been almost 3 years now and we have not faced any major bug in the functioning of Agile CRM. Sometimes, the server undergoes repair and maintenance on weekends and work flow gets affected a bit but otherwise the performance efficacy of the software is excellent and worth using. We are actively collaborating with their leadership team to improve upon the exiting builds and make it more customizable

What recommendations would you give to someone considering this product?

I would highly recommend all CRM users to go and test the automation and project management features and compare the software with other market alternatives on all points. Go for its trial version and go for final buy basis the fitment of the same in your business

What differentiates Agile CRM from other similar products?

Agile CRM stands out because it combines sales, marketing, and customer support automation into one platform at an affordable price—something most competitors charge extra for. Unlike HubSpot, which can get expensive as you scale, or Salesforce, which can feel overwhelming for small teams, Agile CRM keeps things simple, user-friendly, and budget-friendly. Plus, it offers built-in telephony, appointment scheduling, and landing page creation, which many CRMs require third-party integrations for. If you're a small to mid-sized business looking for an all-in-one solution without breaking the bank, Agile CRM is a solid choice.

What is your favorite aspect of this product?

My favorite thing about Agile CRM is how it brings sales, marketing, and customer support together in one place. I love how easy it is to automate tasks—whether it’s sending follow-up emails, tracking leads, or scheduling appointments. The drag-and-drop workflow builder is a game-changer because it makes automation feel simple, even if you’re not super tech-savvy. Plus, the fact that they offer a free plan for small teams is a huge bonus!

What do you dislike most about this product?

The biggest downside of Agile CRM is that it lacks deep customization when compared to bigger CRMs like Salesforce. Sometimes, the automation can feel a bit rigid, and if you need highly tailored workflows, you might hit some limitations. Also, the customer support response time can be slow, especially for users on the lower-tier plans. Lastly, while the interface is generally easy to use, it feels a bit outdated compared to more modern CRMs. If you’re looking for a super flexible or enterprise-level solution, Agile CRM might not be the best fit.

What recommendations would you give to someone considering this product?

If you're thinking about using Agile CRM, here are a few things to keep in mind: Start with the Free Plan – If you're a small business or just testing the waters, the free plan (up to 10 users) is a great way to explore its features before committing. Use Automation to Save Time – Agile CRM’s automation tools for sales, marketing, and customer support can help streamline your workflow, so take the time to set them up properly. Check for Integrations – If you rely on tools like Slack, Google Workspace, or Zapier, ensure Agile CRM integrates well with them to avoid workflow disruptions.