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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

16 Feb, 2018

Highlights of SaaStr Annual 2018

We just got back from SaaStr Annual 2018, held last week in San Francisco. Thousands of attendees...

09 Feb, 2018

10 Email Marketing Best Practices You Need to Know

As the primary tool for dissemination of information for B2B and B2C audiences...

07 Feb, 2018

How a Help Desk Ticketing System Benefits Customer Service

If your business provides customer support to its clients, you are probably aware of what a...

02 Feb, 2018

9 Lead Generation Strategies for eCommerce

If you use an eCommerce platform to sell your product or service online, you’ve probably...

31 Jan, 2018

20 Best Chrome Extensions for Small Businesses

Are you using Google Chrome extensions to streamline your workflow? If not, look into it...

30 Jan, 2018

10 Highly Effective Email Automation Workflows

Email automation workflows can solve for a host of needs by enabling you to send the right message to the right person at just the right time...

26 Jan, 2018

50 Best Apps for Small Businesses

If you use a mobile device, you have almost certainly downloaded mobile apps at one time or another...

24 Jan, 2018

10 Tips for Running a Successful Sales Meeting

Meetings can take many forms. They can be highly effective in engaging, motivating...

23 Jan, 2018

6 Customer Support Trends in 2018

Leveraging email drip campaigns empowers you to send the right message to customers and...

19 Jan, 2018

5 Email Drip Campaigns for 2018

Leveraging email drip campaigns empowers you to send the right message to customers and...

17 Jan, 2018

Top 7 Sales Email Templates for Small Businesses

There are many situations and contexts in which salespeople need to reach out to prospects...

16 Jan, 2018

7 Email Marketing Trends to Watch in 2018

As the digital era continues to evolve and surprise us, we are seeing more rapid rates...

11 Jan, 2018

Top Marketing Trends for 2018

Keeping up with emerging trends is critically important for today’s digital marketer...

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....

03 Product Updates in Feb

Feb 21, 2018 ( Version: 56.8)
  • Xero has been updated to the latest version.
  • You can Sync Quickbooks right from the Agile CRM dashboard.
  • Mail tab has been removed from the deals, so the sales team can focus more on the deals.
  • New RingCentral SDK migration has been completed and now have the latest SDK in Agile.
  • Agile slogan for regular plan customer in Live Chat is removed for better customer engagement.
  • You can add a list to skip any domain's Sendgrid reputation checks
  • Slack app has been updated under the partner's section for easy integration
  • You can also test the Email Worker with live traffic.
  • The new “Email Worker” micro service is implemented in Agile
  • Now you can track your marketing goals using Google Tag Manager (GTM). Easily deploy Agile CRM code in GTM and track the goals from GTM
  • You can now have Alias domain deletion done for a specific customer in your account.
  • 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.


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