Complete Guide to Buying Agile CRM Software

Your Guide to buying the best Agile CRM

Overview

Agile CRM is a powerful and comprehensive customer relationship management (CRM) software solution designed to help businesses of all sizes improve their customer engagement and business performance. This buying guide will provide an in-depth look at Agile CRM's features, usability, pricing, and customer service, as well as provide information about how to make the best purchasing decision for your business. We will discuss the different plans available, the features included in each, and the pros and cons of each. Lastly, we will provide tips on how to get the most out of your Agile CRM purchase.

Key features

  1. Cloud-based vs. On-premise - Depending on the customer's needs and preferences, they should consider if Agile CRM is best suited to their needs in the cloud or on-premise.
  2. CRM Features - Agile CRM offers a range of CRM features, such as contact management, lead management, email marketing, automation, reporting, and more, which customers should consider before purchasing.
  3. Integrations - Agile CRM supports a range of integrations with third-party applications and services, which can be valuable for customers depending on their needs.
  4. Pricing - Agile CRM offers a range of pricing plans, so customers should consider their budget before making a purchase.
  5. Support - Agile CRM offers a range of support options, including tutorials, FAQs, and customer service, which customers should consider before making a purchase.
  6. Mobile Access - Agile CRM comes with mobile apps for Android and iOS devices, so customers should consider if this is a valuable feature for them.

See the most popular Agile CRM on Amazon

Important considerations

Pros

  • Easy to Use – Agile CRM is user-friendly and intuitive, making it easy to setup and manage without the need for extensive technical knowledge.
  • Affordable – Agile CRM is offered at an affordable price, making it a cost-effective CRM solution for businesses of all sizes.
  • Integrations – Agile CRM integrates with other popular tools such as Google Apps, Outlook, Salesforce, and Zendesk, so you can easily sync data and take advantage of powerful features.
  • Marketing Automation – Agile CRM enables you to create automated campaigns, track customer interactions, and personalize messages for improved marketing effectiveness.
  • Sales Automation – Agile CRM enables you to create automated sales pipelines that streamline the sales process and help you close more deals.
  • Analytics & Reports – Agile CRM provides robust analytics and reporting capabilities that allow you to easily monitor and analyze customer data.
  • Support – Agile CRM offers customer support via email and phone for customers, so you can get help when you need it.

Cons

  • Cost: Agile CRM is a subscription-based service with plans beginning at $8.99/month and ranging up to $249/month depending on the size of the business.
  • Set Up Requirements: Agile CRM requires customers to have their own domain name and hosting service, which adds to the cost of setup.
  • Integrations: Agile CRM’s integration options are limited and may not meet the needs of all users.
  • Data Security: Agile CRM’s data security measures do not meet the highest standards for data protection.
  • Functionality: Agile CRM is an entry-level CRM, and its features may not meet the needs of advanced users.

Best alternatives

  1. Salesforce - Cloud-based customer relationship management platform that offers a variety of features, including sales automation, customer service, and analytics.
  2. SAP CRM - Comprehensive enterprise customer relationship management suite that offers various features such as sales force automation, marketing automation, customer service, etc.
  3. Zoho CRM - Cloud-based CRM software that encompasses a comprehensive suite of tools to help businesses manage customer relationships effectively.
  4. Zendesk Sell - Cloud-based sales and customer relationship management software that allows businesses to track customer interactions, manage sales pipeline, and build stronger relationships with customers.
  5. HubSpot CRM - Powerful cloud-based customer relationship management software that helps businesses maximize their sales results.

Related tools, supplies, and accessories

  • Integration Tools Integration tools help you extend the functionality of Agile CRM and make the most of the features it offers. These tools allow you to connect with other services, such as Salesforce, QuickBooks, and Zapier, to automate processes and customize the CRM to fit your needs.
  • Analytics Tools Analytics tools allow you to track customer activity, customer segmentation, and the overall performance of your CRM. They let you see how customers interact with your CRM, so you can make adjustments to improve engagement and increase ROI.
  • Email Templates Email templates make it easier to create and send relevant messages to customers. With Agile CRM, you can easily create and customize email templates to target specific customer segments.
  • Chatbots Chatbot technology allows you to engage with customers in real-time. Chatbots can be used to answer questions, offer advice, and provide support. Agile CRM’s chatbot technology is powered by AI, so it can learn from customer conversations and offer increasingly personalized and effective customer service.
  • Social Media Tools Social media tools help you build relationships with customers through social media channels. Agile CRM integrates with Facebook, Twitter, and other social media platforms, allowing you to create targeted campaigns, monitor customer sentiment, and analyze the results.

Common questions

  1. How does Agile CRM work? Agile CRM is a cloud-based customer relationship manager that provides a suite of tools that help businesses manage, track, and automate customer interactions. It includes features such as contact management, lead tracking, email marketing, sales automation, and customer service automation. It also offers analytics and reporting capabilities to help businesses better understand their customers and improve their performance.
  2. What features does Agile CRM offer? Agile CRM offers a suite of customer relationship management tools, including contact management, lead tracking, email marketing, sales automation, customer service automation, analytics and reporting. It also provides automated workflows and customer segmentation.
  3. Does Agile CRM offer a mobile app? Yes, Agile CRM offers both an iOS and Android mobile app that allows users to access and manage their CRM data on the go. The mobile apps offer a range of features, such as contact management, lead tracking, sales and customer service automation, and analytics.
  4. What kind of customer support does Agile CRM provide? Agile CRM provides support via email and phone, as well as a comprehensive help center that includes articles, knowledge base, and video tutorials. Customers can also access a community forum where they can ask questions and get help from other users.
  5. What are the pricing plans offered for Agile CRM? Agile CRM offers four pricing plans: Free, Starter, Professional, and Enterprise. Each plan offers a different set of features and pricing is based on the number of users and contacts. All plans offer a free 14-day trial.
  6. What integrations does Agile CRM support? Agile CRM supports a wide range of integrations with third-party services, including Google Apps, Zapier, MailChimp, Salesforce, Zendesk, and more.

Trivia

Agile CRM's name is actually a play on the words Agile and Customer Relationship Management. The idea behind this name is that the company helps businesses manage and grow their customer relationships in an agile manner. According to their website, this means they help customers "work smarter, faster, and more productively". Source

Disclaimer: This buying guide was not created by humans, and it is possible that some of it's content is inaccurate or incomplete. We do not guarantee or take any liability for the accuracy of this buying guide. Additionally, the images on this page were generated by AI and may not accurately represent the product that is being discussed. We have tried to convey useful information, but it is our subjective opinion and should not be taken as complete or factual.