Agile CRM Review - why 4.2 stars?

Agile CRM Review
ITQlick Score: 90/100
ITQlick Rating: (4.2/5)
Pricing: 2/10 - low cost
Category: Project Management -> Agile CRM
Ranking:Ranked 28 out of 779 Project Management systems
Company: Agile CRM
Pricing: starts at $8.99 per user/month
Typical customers: Small businesses and start ups
Platforms: Desktop, Mobile, Cloud
Links: Agile CRM pricing, Agile CRM alternatives

Shlomi LaviShlomi Lavi / updated: Mar 22, 2022

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What is Agile CRM and its features?

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.

What is Agile CRM rating?

The rating of Agile CRM is 4.2 stars out of 5 and the total score is 90 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Who uses Agile CRM?

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

Is it easy to use?

Yes, Agile CRM makes it fairly easy to use. This product is user friendly and intuitive.

Is Agile CRM cloud-based?

Yes, they offer cloud based hosting, which means IT resources are retrieved through web-based tools and applications and you don't need to buy servers and additional hardware equipment.

Can it be used on mobile?

Yes, you can access Agile CRM on your mobile/smart phone.

Is Agile CRM the best Project Management system?

Agile CRM is ranked 28 out of 779 software in their category (Project Management systems).

What are Agile CRM's pros? (3 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

What are Agile CRM's cons? (2 cons)

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

Who are their main alternatives?

In the project management category, Agile CRM has the following brands as its top competitors: Airtable, Basecamp, Trello, and Teamwork. Agile CRM is compared to its top alternatives in select fields below:
  • Cost: Agile CRM pricing starts at $8.99 per user per month, billed biannually, and a free plan for 10 users is available. In comparison, Airtable pricing starts at $10/seat/month, Trello at $5 per user/month, Basecamp at $99 per month fixed fee, while Teamwork pricing starts at $10 per user per month. All plans are billed annually, and each software has a free plan.
  • Functionality: Agile CRM has functionalities common to project management software like task status tracking, priority management, and drag-and-drop tools. In comparison, Trello has the Boards feature, Teamwork and Trello have the Project Budgeting feature. In contrast, all the top alternatives have Gantt Charts and Agile Methodologies features, which Agile CRM does not offer.
  • Support: Agile CRM has the following support channels available: email, phone, live chat, and a knowledge base. In comparison, Airtable does not offer phone or live chat support, while the other alternatives have similar support channels as Agile CRM.
  • Cloud/On-premise: Agile CRM is an entirely cloud-based software solution, and its top alternatives are cloud-based solutions.
  • Customers/Industries: Agile CRM targets customers in need of sales, marketing, and collaboration solutions across various industries like marketing, advertising, finance, IT, etc. In comparison, the top Agile CRM alternatives have similar customer targets. Airtable and Basecamp are used by nonprofit organizations, while Teamwork is used in education.
  • Popularity: Agile CRM was founded in 2012 and is used by over 15,000 customers globally. In comparison, Trello serves over 1 million teams worldwide, over 250,000 companies use Airtable, while Teamwork is trusted by over 20,000 companies, including big brands like Disney.
  • Scalability: Agile CRM is scalable for companies and team efforts of all sizes. Similarly, Trello and other top alternatives of Agile CRM can support small, medium, and large-scale businesses and operations.

What is the cost of Agile CRM?

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.

What is the REAL total cost of implementation? on top of the total cost of licenses which is easy to calculate you need to add the cost of training, customization, data migration, and other "hidden cost". ITQlick pricing score is 2 out of 10 (10 is most expensive). You can fine here the REAL total cost breakdown for Agile CRM. You can also find here pricing information from Agile CRM's website.

What should you ask Agile CRM during a demo session? (65 questions)

Schedule a demo with Agile CRM and access 65 must ask questions for the vendor while watching Agile CRM in action.

Where Agile CRM is used?

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.

List of categories

Data Analysis Tools
Auto Dialer / Predictive Dialer
Call Recording
Document Management
CRM
Customer Service
Help Desk
Lead Generation
Mac CRM
Online CRM
Call Tracking
Campaign Management

List of features

Data Analysis Tools
Project Management
Call Center Management
Campaign Management
Customer Service
Email Marketing

Agile CRM Vs. Alternatives

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Agile CR...
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Hive
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monday.c...
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4.7/5
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Functionality
92

Author

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.