Agile CRM Software: Overview – Features – Pricing

agile crm logoOverview Presentation

Agile CRM is a complete sales and marketing software for small and growing businesses. It has CRM core functionality with sales and marketing features for closing more deals and for nurturing every lead. It has the combination of features and integrations that customers will find easy to use and light on the budget. Fortune 500 companies can afford expensive CRM systems, but Agile CRM gives small to mid-sized enterprises almost the same features and capabilities to perform just as great.

Features, Benefits, Strengths

  • Sales Automation – Agile CRM provides a complete contact management system. Users can view everything about a contact such as contact numbers and addresses, communication history, social media profiles and lead scores, all from a single page. A graphical timeline displays the history of customer contact activities, such as exchange of emails, website visits, social updates and more. Users can put on an online calendar where customers can schedule appointments, and it syncs with Google calendar. Users can also create events for calls, sales meetings and sales demos. It also allows them to create deal tracks, attach documents, manage tasks, and create reports with simple drag and drop.
  • Marketing Automation – This comprehensive CRM software has a drag-and-drop designer tool that enables users to define workflows and build multi-step marketing campaigns. It has web engagement capabilities for creating custom popups and web signup forms, issue coupons and conduct surveys. They can easily integrate social media into campaigns and contact views, as well as get insights through analytics and web traffic analysis. It has tools for email marketing, email tracking, mobile marketing and exit intent popups.
  • Next Generation Solutions, Plugins and more – Agile CRM has telephony integrations with Twilio, RingCentral and SIP. It can automatically score leads, give real-time alerts and pre-qualify leads. User can automate invites, scheduling and followups. It also has gamification features to boost competition and collaboration. It has a landing page builder tool with free templates. It combines the best solutions for small business, SaaS deployment and e-commerce requirements. It also has plugins for integrating social media such as Twitter, Facebook and Google+, as well as plugins for support software, email and email gateway integration, telephony integration, SMS gateway, billing, e-commerce, CMS, web forms, Zapier and more.

Take me to their Website


Agile CRM offers three premium plans for different business sizes and number of contacts. The Starter plan for startups is priced at $8.99 per user per month when paid for 2 years in advance or $14.99 per user/month on a monthly billing. It includes for 10,000 contacts, 4 sales automation features, 8 marketing automation features, and extras including 3 plugins. The Regular plan for growing businesses is priced at $29.99 per user per month, 2 years advanced payment, or $49.99 per user/month on a monthly billing and ready for 50,000 contacts. The Enterprise plan is the highest plan at $47.99 per user per month (advanced payment), or $79.99 per user on a month by month basis with unlimited contacts. The higher the plans, the more features are included. A free plan that includes for 2 users and 1000 contacts is also available.

agile crm pricing

Social Network Presence

Target Market

Agile CRM is for small and growing businesses. It is valuable for owners, business managers and sales and marketing professionals.

Supported Language


Some of their Clients

Clients include IKO system, WebReception, Espresso Logic, Applied Wine, Cadrenet, Citymart, Contenthow, CrankWheel, Nuageo, and Cosine UK.

Take me to their Website


Gary Tramer stated that withiin 20 minutes of using Agile CRM, they were able to customize the software, sent outbound email campaign, and were already converting leads.

Ron Kaplan described it as an exciting and powerful system. It is also immensely useful and easy, allowing them to create complex workflows to customize prospect interaction.

Why Agile CRM

Agile CRM was built to solve real-world requirements by their developers initially for themselves. Like many great ideas, it caught on with other businesses looking for small and growing business solutions. It has the right combination of features and a steadily growing number of integrations.

Company Info

Agile CRM, Inc., is a privately held computer software and service company with head office in Hyderabad, India and offices in other countries. It was founded in 2012 by Manohar Chapalamadugu, CEO, and Founder of ClickDesk. The product went into open beta in 2014. Agile CRM came about because of a need when in 2012, the customer base of ClickDesk began to grow. As the company started to get thousands of customers in just few weeks, they realized they need a marketing automation system with other functionality, but no existing system in the market had everything needed by a fast growing small business, so they decided to build it themselves. The result is an application with CRM at the core plus sales and marketing features for SMBs. In 2015, it was included in’s list.

This slideshow requires JavaScript.

Take me to their Website

Share Article


Jose Maria Delos Santos Avatar
Get the Free Newsletter!
Subscribe to Project Management Insider for best practices, reviews and resources.
This email address is invalid.
Get the Free Newsletter!
Subscribe to Project Management Insider for best practices, reviews and resources.
This email address is invalid.

Demos, trials & More information

Check out our library of 60+ pm books