Agile CRM Reviews & Pricing

Key Features

Marketing

• Marketing Automation: Makes building workflows for drip campaigns easy with a drag-and-drop designer. Autoresponders, email scheduling and automated social posts further increase efficiency. 
• Email Marketing: User-friendly tools help build emails, conduct outreach and track results. Includes a drag-and-drop editor, custom and off-the-shelf templates, personalization, integrated lead scoring, contact list import, real-time alerts, and more. 
• Multichannel Campaigns: Boost promotion and brand awareness efforts with a diverse approach to reach an audience on their preferred platforms, from social media to email to SMS. 
• Landing Page Builder: No-code tools and templates remove the hassle from the design process for non-technical users, while a code editor empowers tech-savvy users to customize as they need. Web forms aid lead gen efforts and responsive design ensures a proper layout on any device. 
• Web Forms and Popups: Pre-configured and customizable templates help capture more leads via website popups and forms. Place anywhere and specify popup timing. Email alerts notify about new form submissions and automated routing sends leads to predetermined campaigns. 
• Social CRM: Sales, marketing and service teams can seamlessly incorporate social channels into their efforts via integrations with Facebook, Twitter, Google Plus and Tower Data. This supports scheduled posts, campaigns, helpdesk responses, lead discovery and more. 

Sales

• Contact Management: Helps build data-rich profiles, share information across teams, track interactions via timelines and maintain data integrity through the customer lifecycle. Capabilities include bulk actions, contact import, custom fields, tags and advanced filters. 
• Deals: Provides full control over the information of each deal and streamlines work with automated triggers for various actions and tasks. Analytics provide forecasting for future sales based on deals currently in the pipeline. Gain additional real-time insights through personalized dashlets, filters and multiple data views. 
• Pipelines: Offers multiple pipelines to support different workflow needs. Provides a drag-and-drop interface and custom milestones. 
• Telephony: Supports any inbound and outbound calling needs. Features include call automation and recording, logs, notes, enhanced caller ID, and reports to measure performance. 
• Calendars: Aids productivity, centralizes information and can sync with Google Calendar or be added to iCal. Add notes, determine task priority and share a link through the calendar. 
• Documents: Facilitates contract and proposal management via native templates or uploaded documents. E-signature functionality speeds up the process, and comment tracking provides a full history of interactions. 

Service

• Support Workflows: Helps agents deliver more personalized interactions and achieve greater consistency by eliminating manual tasks. Workflow automations include status updates, assigned priority, ticket routing and SLA-related alerts. 
• Live Chat: Embeds chat windows on a website to more readily engage visitors. Speeds up response time by notifying agents of new chats when they’re offline, as well as allowing one agent to handle multiple chats simultaneously. 
• Smart Views: A configurable dashboard makes important service data accessible. Visual elements make data easy to interpret for efficient tracking of team performance and metrics. 
• Ticketing System: Streamlines support by letting customers raise tickets and track their progress. Tickets can be created by emailing or calling support, and the system ensures all relevant information gets collected. 
• Knowledge Base: Allows self-service options, reducing service agent workload. Includes categories, keyword searches and ratings to help customers find content. Custom domains enable integration with a website for a seamless experience. 
• SLAs: Helps define expectations for the service department and customers, ensuring commitments are clear. Measures KPIs, identifies problem areas, and tracks team and individual performance. 

Limitations

• Doesn't have a robust support team to resolve product or account issues. 
• Lacks integration options (e.g., WhatsApp). 
• Buggy and slow to respond, such as when opening the chat. 
• Difficult setting the system up. 
• Poor UI design and difficult navigation. 
• Removing Agile branding from emails costs extra. 

Suite Support