Agile CRM Review - why 4.2 stars?

Shlomi Lavi / updated: Jan 16, 2023

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What is Agile CRM?

Agile CRM is a cloud-based customer relationship management software and project management software that helps users manage tasks productively with drag and drop tools and effective workflow automation. Some of its features are discussed below:

• Drag-and-Drop Tasks: Project managers and team leads can leverage the drag-and-drop tool to sort tasks, automate workflows, organize tasks according to different parameters like due date, priority, etc., and create a central workspace for all team members.
• View Personal Tasks: Team members can filter the noise by selecting the individual view, which shows all tasks assigned to a particular member, their status, and all the necessary information needed for productivity.
• Sort Tasks: With this feature, project managers can filter and arrange tasks according to category— priority, due date, owner, and status. They can also use the drag-and-drop tool to move tasks to desired sections.
• Add New Tasks: Project managers can assign new tasks to team members, set the type, due date, and category from the beginning, and ensure all team members are on the same page concerning new tasks.
• Check Status: With the project management tool on Agile CRM, supervisors and teams can prioritize tasks, view unfinished jobs, and move tasks to the completed list when completed.

Agile CRM was founded in 2012, headquartered in Dallas, Texas, USA, and has over 200 employees with branches in India and the Philippines.

Who is it best for?

The typical customers include the following business size: Small businesses and start ups.

What is the actual cost?

Agile CRM pricing is based on four subscription plans, namely Free, Starter, Regular, and Enterprise.

The Free plan comes at no cost, is limited to 10 users, and has features like 1,000 Contacts & Companies and Unlimited Deals, Tasks, and Documents. The Starter plan pricing starts at $8.99 per user per month, billed biannually, and has features like 10,000 Contacts & Companies.

Pricing for the Regular plan starts at $29.99 per user per month, billed annually, and the plan offers 50,000 Contacts & Companies. The Enterprise plan, for larger operations, is priced at $47.99 per user per month, billed biannually, and features Unlimited Contacts & Companies.

ITQlick pricing score is 2 out of 10 (10 is most expensive). Access ITQlick pricing guide for Agile CRM. You can also find here pricing information from Agile CRM's website.

Pros

• Agile CRM integrates well with other software solutions to eliminate switching between apps
• The software is a low-cost solution compared to its alternatives
• Agile CRM is generally easy to use for beginners

Cons

• There have been no major updates to the software for years
• The UI/UX on Agile CRM is less than impressive

How it stacks up?

Access a head to head analysis of Agile CRM vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is Agile CRM right for you or your business?

Agile CRM is a cloud-based CRM and collaboration software solution for sales and marketing teams and project managers across several industries like finance, IT, the internet, etc. The software can support operations of all sizes. Notable clients like PeoplePerHour, Indeed, and Fidelity Bank use Agile CRM.