Agile CRM Review 2023: Best for SMBs?









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Bonfire Rating: 4.8/5 Agile CRM is an all-in-one platform designed to manage every aspect of the customer lifecycle (without breaking the bank).












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Agile CRM


Learn More Today!



$
8



99




Monthly





Fantastic Automation Capabilities





Ticket Management Tools





Landing Page Creation






Get Agile CRM


Try it Free Today!





Popular














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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} What’s your current process for managing your sales pipeline? How about your lead follow-up process? Do you have a seamless automated sales process? If the answer is “we don’t have one,” or that you’re relying on a combination of spreadsheets, emails, and handwritten notes. Maybe it’s time to consider an upgrade. I’m AJ, and I’ve spent the last several years scaling (and exiting) my business using (almost) every CRM available. I started SBB in an attempt to build a resource that helps Small Business Owners cut through the B.S. and start working on their businesses, not in them. Let’s explore why Agile CRM might just be the secret sauce your business needs (or doesn’t need depending on some of our pros and cons list). So, fasten your seatbelts. It’s time to kick off this review of Agile CRM. FYI—we curated our list of the best Small Business CRM platforms for you to check out when you’re done reading!



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You Can Trust Small Business Bonfire The Small Business Bonfire team and I have been testing and reviewing tons of software over the last decade (we’re talking thousands. Our goal is to help you (our Bonfire Nation) build and grow your ideas! To learn more about how testing methods, please read this article here. 











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Agile CRM, in the most basic sense, is a customer relationship management tool designed with agility (hence the name) in mind. It’s a jack-of-all-trades (and master of a ton), offering a suite of sales, marketing, and service features wrapped up in an intuitive user interface. Some features offered by Agile CRM include the following: Contact management Landing page builder Pipeline management Help desk creation Service automation Marketing automation Marketing campaigns So, why do we at Small Business Bonfire think Agile CRM is perfect for small and midsize businesses (SMBs) and startups? Simple. It’s an all-in-one platform that combines various facets of your business, reducing the need for multiple tools and thus streamlining operations . Plus, its user-friendly interface makes it easy for teams of all sizes to get up to speed . Agile CRM isn’t just a tool; it’s your business’s coxswain, coordinating your crew’s efforts and steering your ship toward success. 



Pros and Cons of the Agile CRM



Every tool has advantages and disadvantages, and Agile CRM is no exception. Here’s a quick breakdown of the pros and cons of this CRM.





Agile CRM Pros







Easy-to-use dashboard for an effortless user experience




Sales, service, and marketing automation tools




All-in-one platform for managing every aspect of the customer lifecycle




Affordable pricing plans




Great web form creation




Powerful free version










Agile CRM Cons







Limited contact customization




No live chat customer support




No real project management capabilities






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Try Agile For Free







Who is Agile CRM Best Suited For?



Agile CRM is a popular platform with a lot going for it, but let’s narrow it down slightly. We think Agile CRM is best suited for the following: Small businesses – Agile CRM is a great tool for empowering service, sales, and marketing teams. It’s also great for managing deals, contacts, and tickets—without breaking the bank! Medium-sized businesses – Agile’s automation features are especially helpful for larger teams. In addition, the comprehensive dashboard allows each team to monitor their success and stay on top of their goals. Startups – As a startup founder, you can’t afford to waste time. And Agile CRM makes it easy to quickly build customer relationships with customers with its intuitive user interface. Plus, the free plan means there’s virtually no barrier to entry.



Who is Agile CRM Not Suited For?



Not every CRM can fit every situation. “What might be right for you, may not be right for some,” as the song goes. Here’s who we think Agile CRM isn’t particularly well suited for: Large enterprises – While it’s certainly possible to use Agile CRM for larger teams, the lack of customization may be a dealbreaker. Plus, the lack of live chat customer support makes it a tough sell for bigger teams that might need more hands-on customer service. Specialized fields – For specialized fields (such as healthcare or education) that require specific features, Agile CRM’s capabilities may be limited. There are bigger (more expensive) platforms out there with much more customization.

















Agile CRM Software Pricing



Agile offers a free plan in addition to three paid plans that range from $8.99 to $49.99/month . The plans include the following: Free version – Free account is available for up to 10 users Starter plan – $8.99/month per user Regular plan – $29.99/month per user Enterprise plan – $47.99/month per user








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How Does Agile CRM Pricing Compare?



Let’s compare Agile CRM’s pricing (and features) with three of its fiercest competitors . Agile CRM – $8.99/month per user Free plan Lead scoring Advanced automation Basic contact management Landing page builder HubSpot CRM – $50/month for 2 users Free plan No lead scoring with the basic plan Limited automation Basic contact management Landing page builder Pipedrive – $14.90/month per user No free plan No lead scoring No automation with the basic plan Basic contact management No landing page builder Zoho CRM – $14/month per user Free plan Lead scoring Basic automation Basic contact management Landing page builder As you can see, the most affordable option here (by far) is Agile CRM at $8.99/month . The only option here that even comes close to Agile is Zoho CRM at $14/month . However, we ultimately have to give it to Agile CRM in terms of both pricing and features with its robust set of marketing, sales, and service tools for a fantastic price.



Agile CRM Pricing Tips





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Annual Plans Save If you're considering Agile CRM, here's a little nugget to sweeten the deal. Opting for an annual plan can save you a nice chunk of change—in the realm of 20% off the monthly price.








Biennial Plans Save Now here's where things get even juicier. If you're in it for the long haul and considering a two-year commitment, Agile CRM offers a hefty discount. With a biennial plan, you can save a whopping 40% off the monthly price. That's almost half-price!








Free Plan Agile CRM's free plan is a golden opportunity for startups and small businesses looking to dip their toes into the world of CRM. It accommodates up to 10 users and offers a decent set of features, including basic contact management, lead scoring, and deal management. This makes it a no-brainer for those wanting to test the waters without any financial commitment.










Agile CRM Core Features





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Contact Management















Maintaining all your customer data in one place isn't just a convenience— it's a game-changer for efficiency . It's like having a well-organized toolbox; you know exactly where to find what you need when you need it. We put Agile's contact management to the test for a full three months . We immersed ourselves in the feature, bobbing and weaving through customer records, notes, and action history like seasoned pros. We navigated through our data with ease, thanks to Agile's user-friendly interface and robust functionality . Don't just take our word for it, though. Let's look at how easy it was to import and add new contacts . We were able to easily sync our Small Business Bonfire Google account (shown below) with just a few clicks. This made it effortless to sync our client information directly from Gmail, which we thought was awesome. Adding contacts was just as easy! Here's one of our affiliate marketing B2B clients that we were able to add in seconds. As you can see, the process of adding a new contact is simple and straightforward. However, there's a lot more information available once you've created the contact. For example, within each contact card, you can easily view the following information: Notes Events Tasks Web Stats Mail Documents Tickets Associated deals Associated campaigns Basically, Agile CRM's contact management is as powerful as it is intuitive (which is saying a lot).
















Landing Page Creation















Creating landing pages with Agile CRM during our three-month exploration was as easy peezy. The platform offers a robust landing page builder that's brimming with pre-designed templates —and we're not just talking basic templates . These babies are professional, sleek, and highly customizable. The drag-and-drop editor was a clear standout feature, making the entire process delightfully intuitive . It was like playing with Lego blocks for adults—just pick the elements you want and snap them into place. Text boxes, images, CTAs; you name it, Agile CRM's builder had it. But the cherry on top was the real-time analytics. Being able to monitor our landing page's performance right within the CRM was awesome. It was like watching our baby take its first steps; only our baby was a fully-fledged landing page raking in leads left and right . In short, Agile CRM's landing page creation is a smooth-sailing journey even for the most tech-challenged among us. So, whether you're a seasoned pro or a novice looking to dip your toes into the digital marketing waters, Agile CRM has got your back .
















Form Builder















Agile CRM's form builder was a revelation. It was like being handed a magical chisel with which we could sculpt our own online masterpiece. And so we did! We used it to create a sign-up form for our highly sought-after Bonfire Field Guide. Here's how the creation process looked. We started with a blank canvas and, using Agile's easy-to-use form builder, we were able to add fields for the following: First and last name Email Number It didn't just create the form—it also gave us the code we could use to embed it directly into our website. No hocus-pocus, no technical skills required. Just good ol' copy-paste action, and voila! A sophisticated sign-up form, ready to collect potential leads, was seamlessly integrated into our site. So, after three months of reviewing the platform, we can confidently say Agile's form builder offers an intuitive and user-friendly experience that can even make tech newbies feel like pros.
















Pipeline Management















Pipeline management is the heartbeat of a CRM system—it's where potential turns into profit . It's like the conductor of an orchestra, harmonizing leads, deals, and sales teams to produce a symphony of successful closures. With Agile CRM, we found managing our sales pipeline was as smooth as a Mozart symphony. Agile CRM offers a multitude of tools to design, tweak and track your pipelines. During our testing, we folded our affiliate marketing deals at Small Business Bonfire right into our CRM. Agile CRM made it a breeze to add and manage our deals , demonstrating an impressive level of ease and flexibility . Here's how the deal creation screen looked (to paint a picture for you). Fields were easy to find and fill, the layout was logical, and it felt like walking through a well-planned journey— from lead to deal closure. And here's how our deals looked after we put everything into our pipeline. Imagine walking into a well-organized room where every item has its place, and everything is easy to locate—that's how our pipeline looked in Agile CRM. It was visual , coherent , and accessible , making the process of tracking and optimizing our deals as easy as pie.
















Marketing Campaigns















At Small Business Bonfire, being the adventurous sort, we decided to go all in and create several campaigns to test the system's capabilities. We started with an email marketing campaign promoting our affiliate marketing program . The process involved designing our email using the handy drag-and-drop editor, segmenting our audience (Agile CRM made this a piece of cake), and scheduling the emails. It was a straightforward process , much like piecing together a puzzle. We were able to add triggers to the campaign easily. Check out this screenshot, which shows how we added a trigger that added a contact related to a specific tag. Agile CRM Review - Marketing Campaign