Sales & Marketing CRM

Complete with Sales Enablement, Marketing Automation, Social Suite and Web Engagement

Modern CRM with Marketing Automation, Social Suite and Web Engagement

Close more deals with Agile's Sales Enablement

  • Process Centric

    Agile creates new tasks automatically for your team based on customizable workflow rules

  • Telephony

    Make, receive and record calls with industry-leading telephony features

  • Deal Milestones

    Manage multiple deal tracks and deal stages in your pipeline to close more sales

  • Appointment Scheduling

    Automate your meetings and eliminate no-shows with Agile's online scheduling system

  • Eye-candy Reports

    Canvass your business performance with insightful team reports & advanced graphical metrics

  • Gamification

    Gamify your sales with leaderboards and email reports



Engage your leads with Marketing Automation Software

visual designer for marketing automation


Big companies send relevant messages at the right time to keep their customers connected. Do you?

  • Lead Scoring

    Score your leads automatically and keep high quality leads swimming on the top

  • Cross Channel

    Create automated email, phone, mobile, social and web campaigns based on customer activity

  • Campaign Triggers

    Automatically trigger campaigns in response to new leads, deals, email opens, page visits and more

  • Real Time Alerts

    Never miss a deal with automatic notifications and real-time alerts

Learn more

CRM Mail

Smart Sales Management

Traditional CRM features with an ultra-modern feel

  • 360° Contact Timeline
  • Calendar, Tasks & Events
  • Lead Tracking
  • Drag-n-drop Pipeline Deals

Learn more

Pop-up messages to help on-boarding faster

Integrated Web Engagement

Engage your visitors & drive web sales

  • Web Popups

    Show personalized pop-ups at just the right time

  • Tracking

    Track all your leads or just your star customers

  • Form Builder

    Create custom web forms for your landing pages

  • JS API

    Leverage Agile's API to make the most out of the app

Learn more

Monitor your brand with Social Suite

Social Suite Snapshot

Everything you need in a Social CRM

Track relevant conversations and participate. Import prospective customers and run multichannel campaigns. Analyze social media traffic. Schedule tweets.

Watch your home stream, mentions, DMs and favorites, and monitor industry hashtags and keywords. Add live Twitter, Facebook, LinkedIn, Google Plus and Tower Data (Rapleaf) widgets to contact pages in the CRM.


Learn more
Widgets & Integrations in Agile

Agile has all the features you need

Blog & Twitter Feed

Agile CRM Blog

03
Jul

Top 5 Reasons to Combine Sales and Marketing Automation

Forward-thinking SMBs need a complete sales and marketing solution. If you’re really looking for cycle acceleration, it’s essential to integrate customer knowledge and behavior tracking with automated, cross-channel campaigns. Here are our top 5 reason why you should combine both Sales and Marketing Automation. Read more

03
Jul

Enhanced Zapier Integration for Smarter Automation

The Zapier integration is Agile CRM's most popular integration. To help you with advanced workflow automation, we recently enhanced Agile CRM’s Zapier integration to include new actions and triggers. You can now do even more with Contacts, Events and Tasks. Read more

26
June

Sales Gamification with the Agile CRM Leaderboard Dashlet

Gamify sales with our all new Leaderboard dashlet. A perfect compliment to our customizable email reports, the new dashlet displays Revenue, Deals, Calls and Tasks for selected users. Step up your sales process by adding the new dashlet to your customized CRM homepage. Read more

18
June

LiveHelpNow CRM Integration for Lead Capture

LiveHelpNow offers a complete customer support suite, including live chat for real-time interaction with your web visitors. We’re excited to offer a new LiveHelpNow CRM integration to make sure those live support leads don’t get lost in the shuffle. Read more

11
June

LeadPages Sales and Marketing Plugin

Does your business use landing pages? Learn how the new LeadPages integration automatically pushes contacts into Agile CRM to help you create complex marketing campaigns. Read more

04
June

Syncing Multiple Email Accounts in Agile CRM

We're excited to announce that Email Sync has become even more dynamic. Pro Plans now include support for upto 3 email accounts. Read more

28
May

Adding Documents to Deals, Contacts and Companies

Add documents to Agile CRM, attach with deals and streamline communication with Agile CRM's powerful documents functionality.Read more

21
May

Deal Nodes and Triggers

Campaign workflows in Agile CRM have been enhanced to let you add a bunch of different deal nodes & trigger a campaign whenever a deal milestone is changed. Read more

13
May

Group Appointment Scheduling

Online Appointment Scheduler in Agile CRM has been enhanced to allow for Group Appointment Scheduling. Now share calendars of multiple CRM users with a single Scheduling URL. Read more

04
May

Increased Campaign Limits

With recent increase in campaign limits in Agile CRM for sales and marketing automation, there's a plan to suit every business, every team and every budget. Read more

29
April

New UI – Tips and Tricks

Agile CRM new UI is live in the app. Check out some quick-start tips and tricks to get you up and running with the new UI in a manner of minutes. Read more

22
April

Contact Activities in Real Time

Agile CRM Contact Activities log gives a complete view of contact activity on your site, email opens, link clicks and campaign stats, all automatically updated in chronological order. Read more

11
April

New UI Coming Soon!

Agile CRM new UI (beta) is all set to go. It's a user-focused design with a consistent layout & intuitive workflow that's remarkably efficient & responsive. Read more

31
March

WooCommerce Integration

Agile CRM WooCommerce integration will take your e-commerce business to the next level with a professional set of integrated sales and marketing tools. Read more

25
March

Gravity Forms Integration in Agile CRM

Agile CRM Gravity Forms integration enables an endless range of automated actions, from contact creation to automatically triggered cross-channel campaigns. Read more

17
March

New Email Templates

Agile CRM brings forth a bunch of new, totally customizable email templates that will help with sales, marketing, client services & customer retention. Read more

09
March

Pricing Update & Removal of Free Plans

Beginning on April 1st, 2015, we’ll be phasing out current free accounts, limiting future free accounts to a two-week (14-day) trial period, and making a small increase in plan pricing. Current users will be grandfathered on their current plan. Read more

05
March

Introducing Magento Integration in Agile CRM

Agile CRM Magento integration gives you all the tools you need to reduce cart abandonment, increase sales and build an active customer base for your online store. Read more

02
February

Customize Your Agile CRM Dashboard with Portlets

Customizing your Agile CRM dashboard is an easy process with our new portlets (feature windows) that can be dragged-&-dropped around, & they can be resized too. Read more

28
January

Voicemail Automation

Voicemail Automation in Agile CRM lets you save recorded messages, then instantly send them to your contacts when you reach a voicemail box. Read more

23
January

Invoices Available

Agile CRM is happy to announce that you can now easily access past invoices, including payment details, right from your CRM dashboard. Read more

19
January

IMAP Email Sharing

Agile CRM IMAP integration allows for sharing email interactions between you & your contacts with other CRM users. Email sharing keeps entire team in the loop. Read more

12
January

New Shopify Event Triggers

Agile CRM's Shopify Event Triggers let you trigger actions/ campaigns whenever a Shopify event occurs, thus taking your customer service to the next level. Read more

07
January

Introducing Call Scripts in Agile CRM

Agile CRM's Call Scripts widget lets you set up tailor-made scripts for particular audiences to give your contacts a no-nonsense experience on the call. Read more

02
January

Event Notifications

Agile CRM's email reminders & desktop notifications, 10 minutes prior to your calendar events, help you stay on top of your meetings and deadlines. Read more

26
December

New Survey Reveals Growing Need for Integrated Sales Force Automation

Agile CRM comes up with integrated Sales Force Automation to serve the modern, tech-savvy businesses who want an affordable, all-in-one solution. Read more

22
December

New Inbound Email Trigger

Agile CRM's inbound email triggers let you automate actions based on the receipt of an email, right from contact creation, tagging, assigning to the right rep and much more. Read more

16
December

Plivo SMS Integration for Mobile Marketing

Agile CRM's Plivo SMS integration helps you run behavior-based mobile campaigns & send out personalized messages to your contacts, at the precise moment. Read more

12
December

User Activity Report and Real-time Activity Log

Agile CRM's User Activity Report helps you Keep on top of changes in deal status, emails exchanged, documents created, calls made, and more, by your agents. Read more

09
December

Email Attachments & Address Auto-complete

Email Attachments in Agile CRM ease sending documents upon receiving a real-time alert that prospects are buy-ready & Address Auto-Complete saves you time & streamlines your workflow. Read more

05
December

New Filters for Deals and Events

Agile CRM's new improved filters for deals and events help you track your business activities, in just a click. Read more

28
November

Enhanced Twilio Integration - Inbound Calls & Automatic Notes

Enhanced Twilio integration in Agile CRM includes Inbound calls & automatic notes that gets added following a call, in addition to the many other features. Read more

24
November

Google Plus Integration

Google Plus integration in Agile CRM lets you search contact profiles and see their info & G+ stream in a handy widget, right on contact pages in the CRM. Read more

19
November

Shopify Data Sync

Agile CRM's Shopify data sync ensures that essential information about contacts & payments is up-to-date in Agile & it can be performed as often as you'd like. Read more

12
November

Deal Tracks in Agile CRM

Agile CRM's Deal Tracks feature lets you create multiple sales pipelines, each with their own set of milestones to help you open, close & win deals at ease. Read more

04
November

Mobile Marketing - SMS Integration in Agile CRM

Mobile Marketing in Agile CRM makes you a mobile marketer in minutes with behavior based targeting, drip campaigns, sms scheduling & personalisation & more. Read more

28
October

Periodic Triggers in Agile CRM

Periodic Triggers in Agile CRM automatically trigger campaigns on specific set of contacts at regular intervals - daily, weekly or monthly, as per your requirements. Read more

24
October

Online Appointment Scheduling

Agile CRM's Online Appointment Scheduling tool lets your customers schedule appointments themselves from the list of available date & time slots. Read more

22
October

ACL II – Contacts and Sensitive Data

With the new ACL controls in Agile CRM, you can control user privileges related to contacts, from contact creation to importing and exporting. Read more

20
October

Stripe 2-Way Sync

Agile CRM Stripe Integration provides 2-way sync between your Agile & Stripe accounts enabling you to sync your contacts information & stay up-to-date on it. Read more

16
October

Mandrill Marketing Automation in Agile CRM

Agile CRM's Mandrill Marketing Automation helps users make email blasts from Agile via Mandrill email gateway at a lesser cost and a higher deliverability. Read more

13
October

Office 365, Outlook and Microsoft Exchange Integration

Agile CRM's Exchange Integration creates a 2-way email sync with your email server to view all your customer conversations chronologically, right from Agile. Read more

07
October

Feedback Web Engagement Pop-up in Agile CRM

Feedback web engagement popup in Agile CRM allows you to ask questions, get feedback, analyze answers and trigger actions based on customer responses. Read more

29
September

Marketing Automation as Customer Service

Marketing Automation as customer service in Agile CRM is designed to enhance customer growth and retention with efficient and smart email campaigns. Read more

24
September

Hard/Soft Bounces and Unsubscribes – Improve Your Email Marketing

Use Hard/Soft Bounces and Unsubscribes metrics in Agile CRM to understand your email marketing campaigns and make changes to improve them even more. Read more

25
August

QuickBooks Integration in Agile CRM

With QuickBooks Integration in Agile CRM, you can now manage your finances, from payments to invoicing, manage everything related to your contacts directly. Read more

20
August

New Facebook Integration for Agile CRM

Facebook Integration for Agile CRM allows you to engage your customer, post latest updates & news on their facebook wall directly from the contact page. Read more

07
August

RingCentral Integration in Agile CRM

RingCentral integration in Agile CRM allows you to know exactly who's calling you with HTML5 and in-app notifications. Check their history and sell more. Read more

Product Updates

August 25th, 2015


Full Changelog

Who we are and how it all got started. Our story.

Office

Another Small Business like you

The current CRMs are broken - they are either too complicated, too expensive or too simple for the needs of small businesses. Bigger companies hire consultants and integrate their marketing and sales software to create custom solutions. Agile CRM comes out of the box fully integrated with powerful sales tracking, marketing automation, telephony, and a social and unified communications suite.


Why We Built Agile CRM

We built Agile CRM with love for growing businesses. Jump start your sales and marketing today.