Agile CRM

Agile CRM tries to be the everything-CRM for small businesses that can’t afford — or don’t want — a stack of separate tools. For teams under 10 people managing fewer than 10,000 contacts, it delivers surprising value, especially on the free and Starter tiers. But if you’re growing past 25–50 users or need polished UX and reliable email deliverability, you’ll outgrow it fast and should look at HubSpot or Zoho CRM instead.

What Agile CRM Does Well

The free plan is the standout. Ten users, 1,000 contacts, basic deal tracking, appointment scheduling, and even limited email campaigns — all at $0. I’ve recommended it to early-stage teams who are still validating their sales process and don’t want to commit budget to CRM software yet. Unlike many “free” CRMs that restrict you to one or two users, Agile’s 10-user cap means a small founding team can genuinely operate on it for months.

The all-in-one positioning actually holds up at the lower end. You get contact management, deal pipelines, email marketing, landing pages, a helpdesk, and telephony in one platform. For a 5-person services company I set up in 2024, this replaced Mailchimp ($20/mo), a basic helpdesk ($15/mo), and a separate CRM — saving around $50–70/month per user while keeping everything in one place. The data centralization alone was worth it. When a support rep opened a ticket, they could see the full sales history and marketing engagement without switching tabs.

Marketing automation deserves special mention because it’s available at $8.99/user/month. That’s remarkable. The visual workflow builder lets you create multi-step sequences with branching logic: if a lead opens email A, send follow-up B; if they don’t, wait 3 days and try approach C. Competitors like HubSpot gate comparable automation behind their Professional tier at $800+/month. Is Agile’s automation as sophisticated? No. But for a small team running 3–5 active campaigns, it gets the job done.

The built-in telephony is another genuine differentiator. Click-to-call from contact records, call recording, voicemail drops, and call scripts are included starting at the Regular tier. I’ve set this up for inside sales teams who previously used a separate VoIP provider alongside their CRM. Having the call log, recording, and notes automatically attached to the contact timeline eliminates the “forgot to log the call” problem that plagues every sales team I’ve worked with.

Where It Falls Short

The interface is the elephant in the room. Agile CRM looks like it was built in 2015 and hasn’t had a meaningful design overhaul since. Navigation is clunky, pages load with noticeable lag, and the mobile app feels like an afterthought. If your team is used to modern tools like Pipedrive or Freshsales, they’ll find Agile visually frustrating. This isn’t just an aesthetic complaint — in my experience, teams adopt CRMs they enjoy using, and Agile’s dated UI creates adoption friction, especially with younger sales hires.

Email deliverability is inconsistent. I’ve seen campaigns sent through Agile’s built-in email tool land in spam at higher rates than the same content sent through Mailchimp or ActiveCampaign. Agile uses shared IP addresses for email sending on lower tiers, and if other users on that IP are sending low-quality emails, your deliverability suffers. If email marketing is a primary use case and you’re sending to lists over 5,000 contacts, you’re better off using a dedicated email platform or at minimum springing for a dedicated IP, which isn’t available on the cheaper plans.

Performance degrades as your database grows. On the Starter plan with its 10,000 contact cap, things start feeling sluggish around 7,000–8,000 contacts, especially when running reports or loading filtered views. I’ve had a client on the Regular plan with about 30,000 contacts experience page load times of 4–6 seconds for contact list views. That adds up fast when your reps are making 50+ calls a day. Larger teams should strongly consider Zoho CRM or Freshsales for better performance at scale.

One more thing: Agile’s billing practices have generated real frustration. The annual plan pricing is what they advertise ($8.99/mo for Starter), but monthly billing jumps to $14.99. More critically, I’ve heard from multiple clients who had difficulty getting refunds after cancelling annual plans. Read the terms carefully and start monthly if you’re testing the waters.

Pricing Breakdown

Free ($0): Up to 10 users and 1,000 contacts. You get basic contact management, deal tracking, appointment scheduling, lead scoring, and limited email tracking (though email campaigns are capped at around 5,000 emails/month). No custom deal tracks or marketing automation. Honestly, this is enough for a team that just needs organized contacts and simple pipeline management.

Starter ($8.99/user/month billed annually, $14.99 monthly): Bumps you to 10,000 contacts and 5,000 branded emails per campaign. Adds marketing automation, social monitoring, 2-way email integration, and custom deal milestones. This is the sweet spot for most small businesses — the automation alone justifies the cost. But watch out: you’re still limited to 3 integrations and basic reporting.

Regular ($29.99/user/month billed annually): 50,000 contacts. Adds the helpdesk module, custom reports, 2-way telephony, mobile marketing (push notifications and SMS), and up to 10 integrations. This is where Agile becomes a true all-in-one. The helpdesk with ticket groups, canned responses, and SLA tracking is solid for teams handling under 200 tickets/month.

Enterprise ($47.99/user/month billed annually): Unlimited contacts, 50+ integrations, post-call automation, custom SLA policies, call recording, and a dedicated account manager. At this price point, you’re competing with HubSpot’s Starter CRM Suite and Zoho CRM Plus, both of which offer more polished experiences. The Enterprise tier is hard to recommend unless you’re already deeply embedded in Agile and don’t want to migrate.

There are no setup fees for any tier. Data migration is self-service via CSV import or through their API. Agile does offer migration assistance on the Enterprise plan, though I’d still budget for some manual cleanup.

Key Features Deep Dive

Contact Management & 360-Degree View

Every contact record in Agile pulls together data from across the platform: emails sent and received, deals associated with the contact, marketing campaign engagement, web browsing activity (via their tracking script), social media profiles, support tickets, and internal notes. In practice, this means a sales rep can open a contact, see that this lead visited the pricing page twice last week, opened the last three marketing emails, and has an open support ticket — all without leaving the screen.

The data enrichment is basic compared to tools like Clearbit-powered CRMs, but the social profile auto-population from LinkedIn and Twitter works decently. The contact scoring system lets you assign points based on actions (opened email: +5, visited pricing: +10, unsubscribed: -20), which helps small teams focus on the right leads without needing a data analyst.

Marketing Automation Builder

The drag-and-drop automation builder is Agile’s crown jewel for the price. You create workflows visually: trigger events (form submission, tag added, deal stage change), add conditions (if/then branching based on contact properties or behavior), and define actions (send email, assign task, update field, notify team member).

I’ve built workflows that automatically nurture leads through a 5-email sequence, score them based on engagement, and create a task for a sales rep when the score hits a threshold — all on the $8.99/month plan. The automation isn’t as deep as HubSpot’s Professional tier — you won’t find if/then branching based on company properties or predictive lead scoring — but for straightforward sales and marketing sequences, it works.

The limitation is volume. On Starter, you’re capped at 5 active automation campaigns. Regular bumps this to 10. If you’re running complex multi-campaign strategies, you’ll hit the ceiling.

Appointment Scheduling

Agile includes a Calendly-style scheduling tool within the CRM. You set your availability, share a booking link, and prospects self-schedule meetings that sync to Google Calendar or Outlook. The scheduled meeting automatically creates a contact record (if one doesn’t exist) and logs the appointment on the timeline.

This is a small feature that saves real money. Calendly’s paid plan runs $10/user/month. If you have 5 sales reps, that’s $50/month you’re not spending on a separate tool. The scheduling interface isn’t as polished as Calendly’s, and you don’t get features like collective scheduling or round-robin on the free plan, but for basic one-on-one bookings, it’s perfectly functional.

Helpdesk & Ticketing

Starting at the Regular tier, Agile includes a ticketing system with group-based routing, priority levels, canned responses, SLA tracking, and a basic knowledge base. Tickets can be created via email, a web form, or manually by an agent.

For small support teams handling under 200 tickets/month, it’s adequate. The real advantage is context: because it’s inside the CRM, an agent opening a ticket immediately sees the customer’s full history — deals, previous tickets, account value, and engagement. I set this up for a SaaS company with 3 support reps, and they reported a 15–20% reduction in resolution time simply because they weren’t switching between tools to find customer context.

The knowledge base is bare-bones, though. If you need a customer-facing help center with search, categories, and analytics, you’ll want a dedicated tool like Freshdesk or Zendesk.

Built-in Telephony

The telephony feature (Regular tier and above) provides click-to-call, inbound call routing, call recording, voicemail drops, and call scripts. It uses a Twilio-based backend, and you’ll need to purchase calling credits (rates vary by country, but US calls run about $0.01–0.03/minute).

The call script feature is underrated. You can create guided scripts that display during a call, prompting reps with questions and allowing them to fill in responses that automatically populate contact fields. For teams onboarding new inside sales reps, this is a practical training tool that also ensures data quality.

Landing Pages & Web Forms

Agile includes a landing page builder with templates, drag-and-drop editing, and A/B testing on paid plans. Form submissions automatically create contacts and can trigger automation workflows.

The templates are functional but dated-looking. If brand design matters to you, you’ll probably end up customizing heavily or using a separate landing page tool. That said, for a quick lead magnet page or event registration form, it does the job without needing a third-party tool.

Who Should Use Agile CRM

Micro-teams (1–10 people) with tight budgets. If you’re spending $0–$9/user/month and need more than just contact management — email campaigns, basic automation, scheduling, and support ticketing — Agile is hard to beat on value. The free plan is a legitimate starting point, not a stripped-down demo.

Service-based businesses like consultancies, agencies, or coaching practices that rely heavily on appointments and phone calls. The built-in scheduling and telephony eliminate the need for two separate subscriptions.

Early-stage startups that need to move fast and don’t want to evaluate, subscribe to, and integrate five different tools. Agile gives you 80% of what you need across sales, marketing, and service in one login.

Non-technical teams who want automation without needing a developer. The visual workflow builder is genuinely easy to learn — I’ve seen non-technical founders set up functional lead nurturing sequences in under an hour.

Who Should Look Elsewhere

Growing teams (20+ users) or databases over 25,000 contacts. Performance issues will frustrate your team, and you’ll start bumping against feature limits. Zoho CRM offers a much smoother experience at scale with comparable pricing. See our Zoho CRM review for a detailed comparison.

Teams where email marketing is the primary use case. If you’re sending 10,000+ emails per campaign and deliverability directly impacts revenue, use a dedicated platform like Mailchimp or ActiveCampaign alongside a sales-focused CRM like Pipedrive. Agile’s email infrastructure isn’t competitive with specialist tools.

Companies that prioritize modern UX. If your team will resist adopting a tool that looks and feels outdated, consider Freshsales or HubSpot’s free CRM. Both offer significantly more polished interfaces. User adoption is the single biggest factor in CRM success — a powerful tool nobody uses is worse than a simple tool everyone uses.

Enterprise or mid-market companies. Agile’s Enterprise plan at $47.99/user/month doesn’t compete well against HubSpot, Zoho CRM, or Salesforce at similar or moderately higher price points. Those platforms offer deeper reporting, better third-party ecosystem support, and more reliable performance at scale. See our comparison of small business CRMs for more detail.

The Bottom Line

Agile CRM is a budget-friendly Swiss Army knife that works well for small teams who need everything in one place and don’t need any single feature to be best-in-class. The free plan is genuinely generous, the Starter tier’s automation is exceptional value, and the all-in-one approach saves real money on tool sprawl. Just go in with clear eyes: the UI is dated, performance degrades at scale, and you’ll eventually outgrow it — but for a team of 5–15 people managing under 10,000 contacts, it’s a smart, practical choice.

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