Sell & Market Like the Fortune 500

Sales Enablement + Marketing Automation + Customer Service Agile CRM Review

Top 3 Reasons to choose Agile

All-in-One. Affordable. Next-Generation.

Why choose Agile

All-in-One CRM

Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging.



Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price.



Cloud based SaaS service that is mobile-ready, fast, and simple to use.

All-in-One CRM

Supercharge your sales, marketing, and service​


Enable your business to provide customer experience that’s more personalized


Improve customer relations by querying and analyzing their feedback

Knowledge Base

Enabling a self-service portal to help customers help themselves


Powerful ticketing feature to resolve customer queries quickly

Smart Views

Assign conditions to prioritize tickets and view them on the dashboard

Canned Responses

Pre-formatted replies to ensure fast and consistent responses to common questions.

agile love

We love our Customers and They love us too


We have tried 6 CRMs in the past year and this is definitely the best (pricing and features) @agilecrm #crm #SaaS

- Jez John
Wall of Love

The Latest Updates

Recent blogs and product updates

From Agile CRM Blog

10 Jan, 2018

GDPR: Key Points and Steps to Prepare

The European Union’s General Data Protection Regulations (GDPR) go into effect in May 2018....

04 Jan, 2018

Top 10 Free Newsletter Templates

An email newsletter is a very effective method of keeping customers informed, as well as generating new leads...

02 Jan, 2018

9 New Year Resolutions to Help Small Businesses Grow in 2018

We’ve all made New Year resolutions. New Year is a time for self-reflection and identifying...

28 Dec, 2017

30 Ways to Grow Your Email List

Email marketing is alive and well. Despite the rapid advance of social media marketing and...

26 Dec, 2017

10 Stats That Prove Your Business Needs a Marketing Automation System

Marketing automation was once considered a luxury that only enterprise level businesses could afford...

21 Dec, 2017

The 15 Best Form Builder Applications for 2018

Web forms are a wonderful way to capture information from those visiting your website....

19 Dec, 2017

12 Ways to Get Customers Back Using Exit Intent

The use of exit intent pop-ups has been growing in popularity over the last few years, as....

14 Dec, 2017

5 Content Marketing Tips To Drive Traffic To Your Website

You are a startup and want to create a niche market of your own...

12 Dec, 2017

Send Responsive Emails that Convert – Agile CRM & SendGrid Integration

Transform your mundane email marketing activities into exciting and interactive prospect....

07 Dec, 2017

Top 10 Sales Motivation Tips to Boost your Sales Team

No desire translates to no motivation. Salespeople constantly need to be motivated....

05 Dec, 2017

25 Best CRM Tools for Small Business

Are you one of those entrepreneurs who feel overwhelmed about using CRM tools and are....

30 Nov, 2017

How Email Automation Software Helps Small Businesses?

Most business owners understand the importance of email to their overall marketing strategy....

28 Nov, 2017

Do Startups Need A CRM Software?

Life for a startup can be challenging. Day in and day out, they have to find ways to differentiate....

23 Nov, 2017

Effective Lead Generation Strategies for SMB

Lead generation is the first and most important stage of a sales cycle, in fact, in fact,....

21 Nov, 2017

Contact Management Best Practices for your Business

As it is commonly said, it takes twenty years to build a reputation and five minutes to ruin it....

16 Nov, 2017

Killer Tips to Create Successful Follow-Up Emails

Do you ever wonder why prospects don’t respond to your touch base emails? All the emails and follow-up emails you send seems to be in limbo...

14 Nov, 2017

25 Best Lead Generation Form Examples Optimised for Conversion

A great landing page with a strong call-to-action is the first step to converting an anonymous web visitor into a known lead....

09 Nov, 2017

30 Best Landing Page Examples That Provide Conversions for you

A strong landing page is the cornerstone of effective lead generation. But there’s a lot of pressure, to be sure....

07 Nov, 2017

40 Lead Generation Tips and Tricks For Small Business

Lead generation is critically important to the life and future of any business. To grow, you need new customers....

02 Nov, 2017

30 B2B Sales Techniques That will work

Effective selling in a B2B context often requires more research and planning than traditional B2C selling....

31 Oct, 2017

Lead Nurturing Tips for B2B Companies

You can seldom impress your customers on the first go. As sure as you are about your product, it is imperative to communicate ....

19 Oct 2017

Highly Effective Selling: Five Benefits of Sales Tracking Software

Highly successful sales management hinges on maintaining a deep familiarity with your customers, then working with your colleagues....

17 Oct, 2017

Hard Phone Integration Between Agile CRM and Asterisk

Are people in your organization lamenting the price of SIP phone service? Have you wondered how much more efficient ....

12 Oct, 2017

How to Design a Good Drip Email Campaign

A drip email campaign is one where a series of emails are sent in a pre-defined order at a pre-defined interval....

10 Oct, 2017

How to Qualify Your Website Visitors

The key to building a great enterprise is to have a great product. OK. You already have a great product.....

05 Oct, 2017

How to Create a Successful Drip Email Campaign

A drip email campaign is a series of related emails sent to a prospect or a customer in order to influence them to take an action.....

03 Oct, 2017

4 Aspects of Business that Affects the Growth of a Startup

Startups can be extremely risky nowadays. In fact, almost 90% of startups are doomed to fail, only because the pillars that support them.....

26 Sep, 2017

How to Qualify Your Leads, Lower Your Costs and Increase Your Sales

Leads are the lifeblood of any B2B business, but chasing leads who will never buy is a waste of time and money that could better be spent elsewhere.....

19 Sep, 2017

Why You Need to Automate Your Sales Process… Today!

If you’re still leaving sales funnel management up to your salespeople’s best guesses, you’re leaving a huge amount of money on the table....

14 Sep, 2017

5 Ways to Find Leads for Your Small Business

Small business owners are always looking for ways to place their businesses on the map....

12 Sep, 2017

Customer service essentials for SaaS businesses

We believe that to compete in SaaS today and for the future, you have to create an organization that can make a product customers are always in love with, that also gets high retention from them....

11 Sep, 2017

Legal and Case Intake Automation – 4 Effective Ways With Agile CRM

It all started with our CEO, Mr. Manohar, prodding us to talk to the customers for feedback. I took an initiative by calling one of our customers who just started using our most recent addition to the set of amazing features- RingCentral Telephony widget....

31 Aug, 2017

Cold Calling Tips For The 21st Century Marketer

Well, of course calling up strangers to introduce them to your business, and subsequently try to sell them a couple of products is a difficult task...

02 Product Updates in Dec

Dec 19, 2017 ( Version: 54.7)
  • You can disconnect from Quickooks by using the Disconnect button. This makes QuickBooks disconnect API to de-authorize the token. Once the connection is terminated, Connect to QuickBooks widget will be visible to the user.
  • Event description can be seen in Contact/Company/Deal pages for better engagement.
  • You can add an Owner to update a Deal node.
  • GoToMeeting is a web-hosted service.
  • It is an online meeting, desktop sharing, video conferencing software that enables the user to meet with other computer users, customers, colleagues or clients via the internet.
  • Go to widgets module, select GoToMeeting under social widgets and enable it by linking with your GoToMeeting account.
  • Select any of the contact and schedule meeting on RHS.
  • After scheduling meeting, one email will get to the contacts mail id.Click on the link to attend the meeting.
  • Email id is removed from default contact after signup.
  • Now Free users have the option to "Schedule Demo" for a product demo.
  • All paid users can request an Onboarding session by selecting 'Schedule Onboarding' option by clicking their settings option.
  • All the widgets will have statistics on roles and names.
  • We have deployed a new Slack widget to integrate with the Slack platform.
  • You can now import Hubspot contacts directly from the contacts import page.
  • You can see the total number of notes in contacts tab for each contact.
  • For Email tracking, you can see a tick mark for sent (gray) and opened (green) email tracking.
  • You can select to sort deals export file.
  • Added alerts for campaign addition.
  • New currency option 'Belarusian Ruble' added.
  • You can create his/her user level canned messages and make them public (optional).
  • Introducing emoticon option on agent side chat window.
  • 5MB attachment size limit in email attachments.
  • By default previous created campaigns are moved to Uncategorized.
  • Create a campaign category by clicking the 'Add Category' button.
  • After creating the category, add the campaigns via existing functionality.
  • Able to move the campaigns from one category to another category.
  • Added multi checkbox custom field in merge field option.
  • Added a new report for Knowledge base data count for articles, sections and categories.
  • Added 2 more chat themes which can be selected by Paid Customers.
  • Service related Nodes are moved to the front in Service >> Automations for ease of selection.
  • URL’s or Email ID’s in the chat messages will now show as Hyperlinks at the agent side.
  • Share campaign will work for Alias domains.
  • Added company name and fixed mergefield for personal emails and campaigns.
  • Event will trigger when new contact is added to existing event.
  • Added created time for Forms.
  • Added Export option in Agent Chat Performance Report.
  • Infusion Soft Data Sync.
  • Added new Tabular Report for Avg Chat First Response Time.
  • moved from Landing page settings to Knowledge Base settings page.
  • Now we have a clone option to create copy of specific filter.
  • Trash count is separated for contacts and companies.
  • Attachment feature for the live chat- Now Agent & End user will be able to upload files for their chat.
  • Feedback for Live Chat- Now User will be able to submit their feedback for each chat.


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