Agile CRM review and features: Start for Free

agile crm is a customer relationship management tool

Customer relationship management is undoubtedly one of the most important aspects of running a business.  You need to know who your customers are, what they want, and be able to accurately drive them through the sales funnel in a manner that they can respect and appreciate. We have written an article about it at this page, if you want to learn more about the subject.

But, as a business owner, you’re also very busy.  You’re pulled in a million different directions at once, so having a CRM tool that can help you stay organized can be a key element to your success.  There are many CRM tools on the market today, all of which do things slightly different.  Agile CRM is one such tool, and it has been designed to cover your sales, marketing, and customer care needs in an all-in-one format.

What Does Agile Mean by “All-In-One?”

Agile touts itself as “the All-In-One CRM”, which is an accurate description of the services this one tool provides.  The software includes solutions for sales functions, marketing dilemmas, customer service inquiries, and more.  It’s cloud based and self-hosted, so while you will need to have Google Chrome to successfully run the program, you can access Agile from anywhere.

Let’s take a deeper look at some of the features offered by Agile, and how they can benefit a small business.

Sales Features

Making sales hinges on knowing your client, and Agile offers a full suite of tools that can help you organize before you strategize.  For example, the software’s 360-degree Contact View allows users to save not just names, numbers, and email addresses, but conversation details, social media presence, and web activity.  You’ll also be able to access a timeline for each contact to get a step-by-step picture of that contact’s journey through the sales funnel.  

The same goes for tracking actual sales: there’s a tool that allows you to map milestones and stages.  You can also attach documents with drag-and-drop project management tools to ensure the whole team is on the same page at all times.

Marketing Features

We’ve mentioned before that automating marketing capabilities is one of the top ways to improve your productivity.  Agile CRM offers several tools that can help take the daily burden off your plate, but allows you to make changes and updates in a flash.

For example, the new landing page builder with free templates allows you to quickly and easily build a new landing page without rearranging your website.  Push notifications locate online customers and kindly remind them to stop by and browse.  Exit intent pop ups are a great way to tempt customers to come back later.

Agile also incorporates an email marketing tool with tracking, so you can easily send personalized newsletters to subscribers, conduct A/B testing, and note the performance of each campaign with full analytics.

Combined with the contact information stored in the sales features, this can make the process of emailing subscribers much easier, allowing you to focus on content strategy, rather than the logistics of getting emails out at a specific time.

Customer Service Features

Another area where new and small business owners can struggle is in keeping up with demands from customers.  Where there are products, there will always be questions, and answering a question quickly and accurately can be the difference between a future long-term customer, and someone who walks away.  

Agile includes a Helpdesk feature that allows you to respond personally to each inquiry.  This feature includes a variety of “Smart Views” to help you prioritize responses, as well as a ticketing feature to help organize an influx of inquiries.

You can also create and store canned responses to common questions, or create a self-service portal for customers to find answers to frequently asked questions.  A feedback feature allows you to capture customer feedback from automated forms, and analyzes trends and details to help you keep your interactions on the right track.

These are just a few of the solutions that new entrepreneurs and small business owners might want to take advantage of immediately.

For those looking for a very robust package, note that Agile includes telephony solutions, such as one-touch dial and call scripts, sales “gamification,” which can help drive a friendly, competitive spirit between sales staff members, live chat features, social media integration, service level agreement (or SLA) settings, and more.

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What Does Agile CRM Cost? Is it FREE?

Like many customer relationship management tools, Agile offers a variety of packages to support various levels of business.  Each package includes a collection of tools, with more and more options available as the package level increases.

For example, Agile has a Free package for up to ten users, and it is a great if you want to test it out, if you are just starting your business, or you are a small business owner.  With the ability to store up to 1,000 contacts, up to 5,000 emails, and basic reporting, this package might be more than enough for a brand new online shop.  

Once your business gains traction and the orders start flooding in, it might be time to upgrade to the Starter package, which is priced per user, per month.  This package includes up to 10,000 contacts, and includes nearly all of the available features.

The Regular package includes up to 50,000 contacts, and all solutions except a handful of telephonic features, such as call recording, post-call automation, and automated voicemails.  For those features, you’ll need to upgrade to Enterprise level, which offers unlimited contacts, workflows, and even includes a concierge to provide support.

Get started with Agile CRM

What’s The Overall Benefit of using Agile CRM?

The advantage to using a CRM tool such as Agile is that when it comes to customers, you’ll literally have all of your proverbial ducks in a row.  Not only will all of your contacts be in one place, but you’ll have instant and centralized access to take the feedback and input you receive and put it in action, with built-in landing page construction, newsletter creation, A/B communication testing, and more.

Instead of paging between a variety of apps, everything is available to you under a single platform.  As a result, you can look forward to increased productivity, and the ease of automation, without fumbled conversations, missed emails, or lost customers.



Teachingbiz provides internet marketing services and education to digital entrepreneurs and marketers who want to learn how to build and scale their businesses.

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