Agile CRM

CRM

Updated October 31, 2018

5 updates


SCORE BREAKDOWN

User Interface

20/25

Cost

25/25

Differentiation

20/25

Effectiveness

25/25

Pros

  • Get many of the features of Salesforce for much less
  • Powerful marketing automation tools
  • Free plan for up to 10 users
  • Integrations with other CRM

Cons

  • Requires some technical ability to administer
  • No live chat functionality with free plan limitations
  • A learning curve for new users

Customer Relationship Management (CRM) is the most critical component of an effective marketing strategy. Agile CRM, an alternative to the preeminent Salesforce, delivers a CRM solution for streamlining a campaign’s technology stack. Agile CRM has several iterations of their platform, but this review will focus on the free edition of the tool while also covering aspects of the paid versions of the apparatus in a lesser capacity.

The free plan

Agile CRM offers a free forever plan. This open plan provides licenses for up to ten users, and a stripped down version of the turnkey experience provided by Agile. According to the company’s pricing matrix, the support mechanisms and the actual content available to free users is limited to the “essentials” for CRM. That said, free users can access the browser-based Agile CRM platform and a quiver of built-in tools. For example, free users can utilize the email marketing platform built into Agile while also creating contact databases, landing pages, and customer journey sequences, among other functionalities.

This free access gives Agile CRM high marks. Just the fact that users have access to the built-in content creation tools and sales tracking utilities without having to purchase user licenses or software access is valuable in itself.

Limitations of the free plan

As with any free forever plan, there are limitations. One of the most notable flaws with the Agile CRM free plan is the inability to program social network listening protocol or to automate marketing strategy. Though these limitations aren’t a total deal breaker for the free plan, there is a need to utilize external tools to cover these functionalities. On the support side of things, free plans are limited to in-platform, email-focused technical support. The paying users are granted live help via telephone and email.

Other limitations include restrictions on external integrations, reporting, and team collaboration features. Users can convert their free plans in the platform if they are in need of the premium features of the tool, which includes marketing automation and social listening.

External integrations

Agile CRM integrates with several third-party platforms. From social media networks to financial management tools like Quickbooks, Agile CRM has a software connector to augment experiences. There are also Salesforce integrations and connections with other Agile CRM software such as data import.

The user interface, experience, and support

In general, the Agile CRM is very user-friendly and is considered one of the best platform experiences outside of the Salesforce ecosystem. The platform has drag-and-drop functionality and dashboard customization features that provide users the ability to create a unique experience. Visually, the color-scheme and the skin of the platform are both stunning. These aesthetics allow for an easy-to-navigate platform with a sidebar dictating navigation among the tools for a particular use function. At the top of the bar, users can switch between Marketing, Sales, or Service use functions while keeping a user’s most used tool just a few clicks away. Automation is also available to reduce click rates.

Beginners to the platform or CRM software will have a learning curve to fight through; however, this curve can be curtailed with a liberal knowledge base and in-platform support channels. Users report that their experience with Agile CRM is outstanding. On customer review site G2 Crowd, for example, users have given CRM a 4 out of 5 stars rating and a “Leader for Fall 2018” title.

Pricing

For free users who wish to convert their plan into a paid subscription, prices begin at $8.99 per user per month if paid annually. Otherwise, month to month plans start at $14.99 per user per month. We recommend that users pay the money for the regular plan. This plan starts at $29.99 per user per month and includes the entirety of Agile CRM’s functionality. Enterprise users can access Agile CRM with plans starting at $47.99 per month.

Compared to a similar CRM suite like ZoHo, Agile CRM is competitively priced. Keep in mind that both Agile CRM and ZoHo CRM are cost-effective alternatives compared to deploying Salesforce.

What we think

Agile CRM is a keeper. Small campaigns or organizations who are on a strict budget can enjoy the functionality of a well-built CRM experience without having to risk too much money. Though we believe that users who deploy Agile CRM should pay for the standard plan, it remains an actionable solution to the cost sucking force of high dollar CRM and other management tools.

If you have any feedback on this review or you would like to suggest an app for us to review, please drop us a note – telegraph@joinlincoln.org.


Screenshots

SCORE BREAKDOWN

User Interface

20/25

Cost

25/25

Differentiation

20/25

Effectiveness

25/25

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