Agile CRM

Agile CRM aims to keep contacts, deals, tasks and basic marketing automation in one place so a small business is not juggling spreadsheets and separate tools. We could use it to see where each lead stands and what follow-up is due. It is a general CRM rather than an AI specialist, and we could not confirm any AI features.

It can suit a small team that wants CRM and automation at a low per-user price. Reviewers praise automation, helpful reps and value, but complain about a dated interface, slow loading and a convoluted setup. We would run a trial with real data before committing the whole team.

Published pricing we found has a free plan for up to 10 users and 1,000 contacts, with paid tiers from roughly 8.99 to 47.99 USD per user per month on the cheapest annual rates. Another source listed higher figures for the middle tiers, so we would confirm on the vendor pricing page. Lower tiers cap integrations and workflows, so we would budget for a higher tier if we need more.

We could manage contacts, deals, tasks and appointments, and build email campaigns and simple workflows. Higher tiers add telephony and other marketing features. Reviewers say reporting depth and customisation are limited.

It helps a person rather than replacing one, since someone still has to enter data, write messages and run the sales conversations. Automation can handle follow-up reminders and email sequences, but we would still need a human to set them up and review them.

Reported native connectors include Google Apps, Microsoft Exchange, Stripe, Shopify, WooCommerce, Twilio, SendGrid and QuickBooks, plus Zapier. The Starter plan reportedly caps integrations at three, so we would check the cap for our plan. We could not confirm the full list on the vendor site.

We would check how actively the product is maintained, because some coverage questions its development pace and the vendor now promotes a wider app suite. The mobile apps also had conflicting signals, so we would look at the app stores. Reviewers report slow or unresolved support tickets, so we would test support during the trial and confirm export options.