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Agile CRM Review: Is This the CRM You’ve Been Looking For?

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Last Updated on January 5, 2023 by Natalia Bickell

When it comes to managing the relationship between you and your customers, there are several steps involved in the process that you need to take into consideration.

Typically, customer relationship management was left up to the individual owner of a website or product solely, however, thanks to the advent of the internet, we now have the ability to automatically manage online customer relationships with the help of streamlined software solutions and other platforms.

Whether it be marketing automation, project scheduling, creating a landing page, or anything else, with the right software option, you can streamline your overall customer relationships and other procedures related to content marketing.

It’s important to keep up with everything going on in your business or online endeavors because it will allow you to analyze and further optimize your results depending on the statistical information that you gather from in-depth research. There is a slew of CRM software management solutions out on the market right now which will help you efficiently manage all aspects of your customer relationships with ease which can make it quite difficult trying to find the right fit for your exact needs.

 

 

One of the leading CRM management solutions out on the market today is Agile CRM, Agile CRM is a comprehensive customer relationship management platform that gives you the ability to keep track of all your vital sales data in addition to other important aspects of your business including sales tracking and contact list management.

Agile CRM gives you access to intuitive marketing and sales tracking tools which can help you gain further insight into your online business or website. If you’re interested in furthering the overall success of your online business, you need a reliable customer relationship management software to assist you.

There are several different features and capabilities that Agile CRM gives you access to which is why it’s important for you to understand the full depth of the software to see how it can help you further your intended business goals. If you’re someone who has been looking for a fully capable CRM software option but hasn’t been able to find the right solution, you’ve come to the right place.

In this guide, we’re going to go over all of the important aspects and features that you’ll gain access to when using Agile CRM as your selected customer relationship management tool. We’ll cover all of the key features that will give you the ability to gain in-depth insight into how your customers interact with your website or product in addition to how you can further optimize the inner workings of your online business as a whole.

To begin, let’s look at a comparison between the features that Agile CRM offers you when compared to traditional forms of customer relationship management. Make sure you read this entire guide in full to ensure that you know all of the important details you need to know about how Agile CRM can help you achieve your marketing and sales goals with ease.

You might also be interested: Ontraport vs Agile CRM: Which is the Best CRM Platform for You?

Benefits of Using Agile CRM

Agile CRM is an all-inclusive customer relationship management tool that allows you to dive into the deep details about how your customers are interacting with your website or content in addition to their behaviors as it relates to your product or business.

A lot of very reputable businesses use Agile CRM to manage their email list, contact list, and social media marketing campaigns just to name a few things. Agile CRM makes it easy for you to see all of your important data points and metrics tracking analytics in one place instead of having to use several different platforms and systems to keep up with the critical information you need to know as it pertains to your online business.

Below, you’ll find a comparison table that will list the main difference between manual customer relationship management and what Agile CRM offers.

Agile CRM

Manual Customer Relationship Management
  • Automated lead management
  • Automated call reporting
  • Automated email tracking
  • Automated landing page builder
  • Automated project management
  • Automated appointment scheduling
  • Automated contact management
  • Automated project scheduling
  • Automated feedback tracking
  • Automated social media marketing
  • Manual lead management
  • Manual call reporting
  • Manual email tracking
  • Manual landing page builder
  • Manual project management
  • Manual appointment scheduling
  • Manual contact management
  • Manual project scheduling
  • Manual feedback tracking
  • Manual social media marketing

 

As you can see from the above comparison, Agile CRM makes it extremely easy for you to manage several different elements of your overall marketing efforts as opposed to manual customer relationship management that most people were forced to deal with in the past.

Agile CRM features and easy to use drag and drop system which makes it really easy for you to manage your sales statics without having to put too much effort into manually figuring out all of the deep details yourself. With Agile CRM you’ll be able to optimize your marketing strategy and overall tracking abilities with ease in one platform.

Now that you know about some of the main benefits of using Agile CRM, it’s time to look at the various pricing options and plans that you can choose from when using Agile CRM.

How much does Agile CRM cost?

When it comes to customer management software solutions, one of the most important factors that will determine which one you use is pricing. If you want to get the luxury and convenience of using an automated customer management relationship system, you’ll need to pay for the program in order to unlock all of the features that are essential to your online marketing needs.

Like with all customer relationship management solutions, Agile CRM has varying levels of pricing options that you can choose from in order to meet the specific needs of your online business and marketing endeavors. In the following section, we’re going to go over all of the various pricing options you have to choose from when selecting Agile CRM as your selected customer relationship management platform.

Agile CRM Pricing Options

Agile CRM offers four different pricing and plan options that you can choose from all varying in terms of their capabilities and functionality. Depending on your specific needs, you need to select the right plan that will give you access to all of the features and capabilities that will benefit your marketing and online business the most.

Make sure that you read the following section in full to ensure that you understand all of the different pricing options and access levels you can choose from when selecting Agile CRM as your selected customer relationship management platform.

Free

  • 50,000 Companies & Contacts
  • Customized Data Fields
  • Unlimited Documents, Tasks, & Deals
  • Customized deal milestones
  • Appointment scheduling
  • 2-way email integration
  • E-mail tracking
  • 2-way telephony
  • Custom deal tracks

Starter- $8.99

  • Web engagement
  • Email campaigns
  • Form builder
  • Contact level analytics
  • Email template creator
  • 5,000 branded emails
  • Landing page editor/builder
  • Web-to-lead
  • Social monitoring
  • Mobile marketing
  • Marketing automation

Regular- $29.99

  • Reports
  • Views
  • Activities
  • Canned responses
  • Helpdesk support
  • Group management
  • Labeling features

Enterprise- $47.99

  • Chrome extension
  • Email & basic reports
  • 50+ integrations & plugins
  • Phone & email support
  • Shopify/Stripe, and Google integration

All of the pricing options and plans listed above give you the ability to choose the exact features and capabilities that you need when it comes to optimizing and furthering your overall digital marketing needs and efforts.

Depending on your specific needs as it relates to how you want to track your overall marketing progress and what features are most important to you, you’ll be able to select the right Agile CRM plan and pricing option which will allow you to gain the insight you need to refine your marketing strategy to maximum capacity.

Now that we’ve gone over all of the various pricing options and plans available with Agile CRM for you to choose from, it’s time to look at some of the core mechanics of Agile CRM so that you can see how it can provide benefit to your digital marketing or online business needs.

Core Mechanisms: Agile CRM

Agile CRM offers a lot of very useful and robust features designed to help you get the most out of your online marketing campaigns. With Agile CRM, you get access to high-quality tools and programs which will enable you to optimize the amount of engagement and views that your published content gets while online.

While Agile CRM does come with a lot of robust features, it also has some core mechanics which will allow you to streamline the overall process involved with online marketing and customer behavior tracking.

Read the following section in order to make sure that you understand all of the core mechanics you’ll get access to when using Agile CRM for your customer relationship management needs.

Social Suite

Social media marketing is a very important part of online marketing and running an online business in general. With Agile CRM, you get the ability to create comprehensive social media marketing campaigns on various social media platforms.

Agile CRM has an integrated social suite that enables you to create high-quality social media marketing campaigns inclusive of digital media and complete analytics monitoring abilities. This is a very useful feature for those individuals who want to extend the overall reach of their brand or business using social media as a catalyst. Agile CRM’s social suite is the complete solution that you need in order to create engaging social media advertising campaigns targeted at specific target audiences easily.

Marketing Automation

Agile CRM gives you the ability to automate the entire marketing process regardless of whether it be an email marketing or social media marketing. Agile CRM’s automated marketing process enables you to create fully comprehensive marketing schemes while at the same time being able to monitor your overall results and engagement levels.

Agile CRM allows you to speed up the entire process involved with creating your marketing campaign thanks to its easy drag-and-drop interface.

Landing Page Creator

Landing pages are a very important part in the overall digital marketing process, with Agile CRM, you can create high-quality landing pages for virtually any business or website that you may have in your arsenal with ease. With Agile CRM you’ll be able to configure all of the intricate details regarding your landing page down to what links your visitors are redirected to once they click or land on your landing page.

Agile CRM is a fully intuitive digital marketing solution that gives you access to all of the vital features and capabilities that you need.

Now that we’ve discussed all of the core mechanics involved with Agile CRM, it’s time to look at how you use Agile CRM in order to create the various marketing campaigns that you’re interested in. Below, we’re going to go over all of the important things that you need to know about how you should use Agile CRM and how you can use them to further your online marketing goals.

How to use Agile CRM

Using Agile CRM is very easy when you log in to the dashboard, you’ll be met with a slew of different options that you can choose from to begin creating your online marketing campaign. You’ll have the option of selecting from creating a social media campaign, email marketing campaign, tracking analytics, and a lot more.

The entire interface of Agile CRM uses a drag-and-drop system which makes it extremely easy for you to customize and configure the critical elements that you need to without too much hassle involved.

On the side dashboard of the Agile CRM, you’ll be able to see all of your analytical insights and tracking metrics by simply clicking on separate sections of the side dashboard menu. Regardless of what you want to look at, Agile CRM has the right solution for you offering everything from engagement tracking, email marketing campaign metrics, social media statistics, and a lot more.

The entire interface of Agile CRM is very intuitive and simple to use, if you have any questions about how to use Agile CRM, you can simply go to the FAQ section of their website in order to learn more.

Now that we’ve gone over all of the essential elements of using Agile CRM, it’s time to look at some of the key features that you’ll gain access to when using Agile CRM.

Agile CRM Features

Agile CRM is a very powerful and robust customer relationship management system that gives you the ability to create premium social media marketing campaigns with ease. Agile CRM has a lot of built-in features and capabilities which allow you to perform intuitive marketing campaigns with a simple and easy to use platform that doesn’t require a lot of technical information or knowledge.

Agile CRM has a lot of very useful integrated features that you can use to further your overall marketing efforts and social media advertising campaign.

Below, we’re going to give you an in-depth look at all of the key features that you’ll gain access to when using Agile CRM as your chosen email marketing platform. Make sure you read the entire following section in full to ensure that you’re able to manage your social media marketing campaign with ease and intuitiveness.

Landing Pages

Landing pages are an essential part of the email marketing process, a high-quality landing page will give you the ability to capture potential leads and customers. Landing pages can be created using different elements such as photos and multimedia aspects.

With Agile CRM you have the ability to create premium landing pages that will allow you to entice your customers or visitors to interact with your product or service. Agile CRM can help you create very intuitive landing pages for virtually any type of website or product that you may be promoting. Agile CRM also gives you the ability to analyze the overall results that your landing pages bring your business or website with ease.

Contact Management

Managing all of the different email contacts in your mailing list can be very difficult to do accomplish manually. With Agile CRM, you can manage all of your contacts with ease simply using the platforms integrated contact management system which will allow you to easily track how your contacts are interacting with your email marketing campaigns and the parts of your campaign which convert the most.

With Agile CRM’s contact management system, you can easily blacklist certain contacts that don’t interact with your email campaigns in addition to targeting specific contacts that interact with your marketing campaigns the most.

Multichannel Campaigns

Multichannel campaigns are one of the best features of Agile CRM because it allows you to create marketing campaigns for different social media and website platforms easily. Agile CRM’s multichannel campaign management system allows you to market your various products or website to anyone in your contacts list by simply setting up the campaign metrics and configuring who you want it to be broadcast to.

Once you finish the set-up process, you have the ability to automate the entire email marketing process without putting in too much work upfront. If you’re interested in furthering your marketing campaigns, Agile CRM gives you the ability to do so with various platforms easily.

Email Tracking

Once you set-up an email campaign, Agile CRM gives you the ability to track all of the various email creatives that you send out. This will give you the ability to track how your emails are converting and how many people are interacting with your email campaigns.

This can be a very useful feature for anyone who is interested in tracking the results and conversion rates of your email marketing campaigns. Agile CRM gives you the ability to perform very in-depth email tracking and analytics so that you can further optimize your email marketing efforts in order to see the results you need to see. You’ll be able to track your email campaigns using very intrinsic metrics and other analytical information.

Project Management

Agile CRM gives you the ability to manage your email marketing campaigns with ease. Agile CRM’s project management feature is very in-depth and thorough so you’ll be able to optimize your overall project needs with ease and simplicity.

Agile CRM’s project management system is very robust and intuitive so you’ll be able to thoroughly configure and optimize your email marketing projects in one place. If you are trying to keep track of your detailed project information, you need Agile CRM to assist you in the process of doing so.

Social Media Marketing

Agile CRM also gives you the ability to manage social media marketing campaigns with ease. Its intuitive platform gives you the ability to create several different social media campaigns and marketing adverts for practically any social media site that is out there.

Agile CRM’s social media marketing system is an all-inclusive platform that allows you to set-up highly converting social media marketing campaigns that are directly targeted towards your key demographic and core audience. Agile CRM gives you the ability to create specialized social media marketing campaigns that include things such as pictures, videos, and a lot more. If you’re interested in furthering your reach via social media, Agile CRM gives you the ability to do so.

Video Emails

When setting up an email marketing campaign, it’s important for you to include multimedia elements in your email creatives in order to entice readers and those interacting with your email creatives. One of the best ways to entice people to open and interact with your emails is by adding videos to your emails.

With Agile CRM, you’ll have the ability to add videos to your email marketing campaigns with ease so that you can entice your email readers to interact with your campaign model. Agile CRM gives you the ability to easily manage and inset videos into your email marketing campaigns with ease and responsiveness.

Lead Scoring & Lead prospecting

Leading generation and prospecting are a very important part of email marketing in general. When it comes to finding new leads and gathering information about your current email subscribers, Agile CRM gives you the ability to perform in-depth lead research and analytics in order to optimize the overall reach and results that your campaign brings.

With Agile CRM, you can easily manage and find out how your current subscribers are interacting with your email newsletter or other marketing campaigns. Agile CRM’s lead scoring system will rank your current email campaign subscribers so that you can understand which leads are worth reaching out and which ones aren’t worth reaching out to. Agile CRM’s integrated lead scoring and prospecting system is a very intuitive platform that gives you the ability to take care of all the most important factors involved with managing your various leads and email subscribers.

Now that we’ve gone over the most essential features that you’ll get access to when using Agile CRM for all of your customer relationship management needs. in the next section, we’re going to go over some of the main pros and cons that you get access to when using Agile CRM for all of your important customer relationship management needs.

Pros & Cons: Agile CRM

Agile CRM comes with a lot of very useful features that you can use to further your email marketing campaign with ease. As with all customer relationship management programs, you get access to both pros and cons so below we’re going to go over the essential pros and cons that you’ll encounter when using Agile CRM for all of your marketing needs.

Agile CRM Pros

  • Automated email marketing campaigns which allow you to set your marketing campaign on autopilot
  • Video email capabilities which allow you to insert videos into your email marketing campaigns to receive higher engagement numbers and overall conversions
  • Landing page creation which makes it easy for you to capture more leads with ease
  • Email tracking so that you can monitor the overall progress and results that your email marketing campaign is bringing in
  • Multichannel social media marketing so that you can further your marketing campaigns with ease all in one platform
  • A contact management system which makes it really easy for you to manage all of the contacts in your email marketing list without having to manually go through them in order to figure out which ones are interacting with your email campaigns
  • The lead scoring system which allows you to gauge the quality of your email newsletter subscribers with ease
  • Integrations which makes it easy for you to import your existing marketing campaigns into your new email marketing campaigns

Agile CRM Cons

  • Drag and drop system which can make it quite tedious to edit your email marketing campaigns
  •  Required paid a monthly subscription to gain access to the most important features

All of the pros and cons listed above will be critical for you in terms of how effective you’ll be able to manage and creating the various email marketing campaigns that you have in mind. If you need a comprehensive email marketing solution, Agile CRM has all of the important features that you need in order to accomplish your goals with ease.

Now that we’ve gone over all of the important pros and cons that you gain access to when using Agile CRM, we’re going to go in-depth about all of the integrations you get access to when using Agile CRM.

Agile CRM Integrations

For those serious email marketers who already have a campaign set-up with other platforms, Agile CRM makes it easy for you to integrate your existing campaign configurations into the platform. Below, we’re going to go over all of the integrations that you can use with Agile CRM to further your email marketing campaigns.

Agile CRM Integrations

  • QuickBooks
  • Facebook
  • Stripe
  • Xero
  • WordPress
  • Unbounce
  • Magento
  • WooCommerce
  • Shopify
  • Zendesk
  • LinkedIn
  • IMAP
  • Drupal
  • ClickDesk
  • Plivo
  • Dedupe
  • Braintree
  • TowerData
  • WuFoo
  • SendGrid
  • FreshBooks
  • HelpScout
  • UserVoice
  • And more!

All of these integrations make it easy for you to integrate your existing email marketing campaigns into the new campaigns that you create using Agile CRM. If you have any of the above-mentioned platforms or websites incorporated into your marketing strategy, you’ll find that Agile CRM makes it really easy for you to continue building on the progress that you’ve made using them.

Agile CRM: The Facts

Agile is a very comprehensive email marketing platform that allows you to create fully responsive email marketing campaigns with ease. Agile CRM offers a lot of very useful and robust features designed to help you get the most out of your online marketing campaigns.

With Agile CRM, you get access to high-quality tools and programs which will enable you to optimize the amount of engagement and views that your published content gets while online. While Agile CRM does come with a lot of robust features, it also has some core mechanics which will allow you to streamline the overall process involved with online marketing and customer behavior tracking.

Agile CRM is an all-inclusive customer relationship management tool that allows you to dive into the deep details about how your customers are interacting with your website or content in addition to their behaviors as it relates to your product or business. A lot of very reputable businesses use Agile CRM to manage their email list, contact list, and social media marketing campaigns just to name a few things.

Agile CRM makes it easy for you to see all of your important data points and metrics tracking analytics in one place instead of having to use several different platforms and systems to keep up with the critical information you need to know as it pertains to your online business.

Agile CRM is an all-inclusive customer relationship management tool that allows you to dive into the deep details about how your customers are interacting with your website or content in addition to their behaviors as it relates to your product or business.

A lot of very reputable businesses use Agile CRM to manage their email list, contact list, and social media marketing campaigns just to name a few things. Agile CRM makes it easy for you to see all of your important data points and metrics tracking analytics in one place instead of having to use several different platforms and systems to keep up with the critical information you need to know as it pertains to your online business.

As you can see from the above comparison, Agile CRM makes it extremely easy for you to manage several different elements of your overall marketing efforts as opposed to manual customer relationship management that most people were forced to deal with in the past.

Agile CRM features and easy to use drag and drop system which makes it really easy for you to manage your sales statics without having to put too much effort into manually figuring out all of the deep details yourself. With Agile CRM you’ll be able to optimize your marketing strategy and overall tracking abilities with ease in one platform.

Using Agile CRM is very easy when you log in to the dashboard, you’ll be met with a slew of different options that you can choose from to begin creating your online marketing campaign. You’ll have the option of selecting from creating a social media campaign, email marketing campaign, tracking analytics, and a lot more.

The entire interface of Agile CRM uses a drag-and-drop system which makes it extremely easy for you to customize and configure the critical elements that you need to without too much hassle involved.

On the side dashboard of the Agile CRM, you’ll be able to see all of your analytical insights and tracking metrics by simply clicking on separate sections of the side dashboard menu.

Regardless of what you want to look at, Agile CRM has the right solution for you offering everything from engagement tracking, email marketing campaign metrics, social media statistics, and a lot more. The entire interface of Agile CRM is very intuitive and simple to use, if you have any questions about how to use Agile CRM, you can simply go to the FAQ section of their website in order to learn more.

FAQs About Agile CRM

How many free users does Agile CRM allows?

You can have up to 10 free users without paying for the trial or without even entering credit card details.

Is Agile CRM good for small businesses?

Yes. This CRM software works really well into taking care of your customers via chat, it also increases sales and provides excellent marketing tools like email marketing, landing pages, social media integration etc. to make your business more visible out there.

Is the Agile CRM chat good?

Yes. In comparison to other softwares which allow you to open conversations one by one as tickets, Agile allows you to open several in the same time, which improves customer response time, and efficiency.

Is Agile CRM available in other languages?

While this software is mainly made for companies whose customers are speaking English, they are also translating all the features into Spanish and other languages which will be available soon.

Does Agile CRM offers affiliate program?

Yes, they offer 10% of comission that has been done through the affiliate program, and they immediately pay you after you have a $100 on your account.

Conclusion

Use all of the information in this article to help you learn about the key features and capabilities that you get access to when using Agile CRM for all of your email marketing needs. we’ve covered all of the essential features that you’ll gain access to when using Agile CRM for your next marketing campaign.

If you’re interested in furthering your email marketing campaigns, Agile CRM gives you all of the tools you need to do so in a clean interface and easy to use platform with no issues.

Consider all of the features that you need most for your email marketing campaigns to decide on which Agile CRM plan is best for your specific marketing needs. Consider the size of your team, the channels you want to use to promote, the amount of money you’re willing to spend on marketing, and other important factors to ensure that you’re making the right decision about which Agile CRM plan is best for you.

Once you’ve gone over all of these important factors, you’ll be able to select the right Agile CRM plan for your needs in no time.

Further read:

Marketing Satchel Team

The Marketing Satchel team is a group of business and marketing professionals that came together to help others struggling with these topics. We're here to make sure that you understand all of the important parts of marketing.