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Agile CRM is a All-in-One CRM which offers solutions for small to medium size businesses that require sales, marketing and service automation. This cloud-based software focuses on sales tracking, contact management, marketing automation, web analytics, two-way emails etc.

Agile is an email management software that allows you to make proficient emails, newsletters with personalization and deliver them to the audience. With this, you can track and analyze the response rate. The software offers email A/B testing, drag-and-drop email builder, social share buttons in email templates and much more. Make and manage automated response emails and all the notifications.

Keep transforming consistent insights into real results of your email marketing campaigns with Agile email tracking. Agile CRM provides you the track of opened emails, clicked and subscribed emails, opened by which contact and all the activities done on your site post clicking on the given link. Get instant notifications around these standards.


Agile CRM


  • Territory & Quota Management
  • Support Analytics
  • Contact & Account Management
  • Dashboards
  • Knowledge Base
  • Reporting/Analytics
  • Territory & Quota Management
  • Opportunity & Pipeline Mgmt.
  • Email Marketing
  • Marketing Automation Integration
  • Desktop Integration
  • Call Center Features
  • Product & Price List Management
  • Call Disposition
  • Predictive Dialer
  • Progressive Dialer
  • Manual Dialer
  • Queue Management
  • Interactive Voice Response (IVR)
  • Escalation Management
  • Caller Identification
  • Voicemail drops
  • Sales reporting
  • Multi-campaign
  • Drag & drop interface
  • Reporting & statistics
  • Event calendar
  • WYSIWYG email editor
  • Newsletter management
  • A/B Testing
  • CAN SPAM Compliance
  • Drip Campaigns
  • Event Triggered Email
  • Landing Pages/Web Forms
  • Mobile Optimized Emails
  • Subscriber Management
  • Auto-Responders
  • Customer Surveys
  • Dynamic Content
  • Image Library
  • Template Management
  • AB Testing
  • Account Alerts
  • Alerts / Escalation
  • Appointment Management
  • Archiving & Retention
  • Audience Targeting
  • Automated Publishing
  • Automated Routing
  • Blended Call Center
  • Calendar/Reminder System
  • Call Center Management
  • Call Logging


  • Deployment: Cloud Based, Web Based, SaaS Based, iPhone / iPad, Android


  • In Person
  • Live Online
  • Webinars
  • Documentation

Agile CRM Users

Available Support

  • Live Support
  • Online

Language Support

  • English

Company Details

  • Company Name: Agile CRM

  • Headquarter: India

  • Full Address:


Contacts import and export is very simple – Calendar and other time management tools are pretty neat – Great integration across multiple marketing tools – Social media and email campaign management is a great add – Detailed report-generation.

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Their free tier is actually not a trial, you can stay on free as long as it meets your needs. One more thing, Agile has quite a few integrations available, among them Stripe, PayPal, FreshBooks, QuickBooks, and Xero. They have a functional API so if you are so inclined you can integrate Agile with almost anything, whether there is a widget for it or not.

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Email campaigns were not reliable. Too many instances of campaigns that we determined had not been sent as expected, only to hear from support “Oh, that was our fault, it got bogged down in our server.” We could not count on the campaigns just working all the time.

Support was only helpful at a superficial level. We could get help on some small problems, but on other problems, we would get replies like “We have forwarded this to our executives and will be back in touch

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Agile CRM contains different modules through its working platform. This software contains online courses and you can be instructed with all the help provided. It contains the option to create tasks and sub-tasks, the modalities are very well organized. They have a very prepared support team and are available almost all the time for any question or training.

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Organization is a bit tough, and the separation of different features between Sales, Marketing, and Service areas is a bit disconnected. Creating a “path” for different actions can be quite confusing, and the fact that LOTS of actions (such as send an email when a certain tag is entered) do not happen. I think these run on cron jobs (say, every 15 minutes) and I feel like LOTS of the actions get missed. This is my biggest beef. The price structure is a bit nickle and dimey as well, and it seems like a big jump between I can do 3 actions and I can do 5 actions.

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While it’s developed overseas, the help and set up team are responsive and will often do the setup for you while you wait. The end result functionality is the same even if the way you go about it is different for other software. You can even use the free version for basic CRM features that others make you pay for.

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After using several other CRMs I have found that Agile offers the perfect balance of flexibility and structure I am also REALLy impressed by the marketing and tracking side too.

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