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Agile CRM

Vendor: Agile CRM

Agile CRM is a CRM for small to mid-sized businesses offering contact management, email marketing, automation, lead scoring, and integrations with Gmail, Shopify, and Zapier.

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email Small to mid-sized businesses Sales teams requiring email marketing automation #CRM #email marketing #sales automation

Overview

Agile CRM is a customer relationship management (CRM) platform aimed at small to mid-sized businesses. It provides contact and lead management, email marketing automation, sales pipeline tracking, lead scoring, task automation, and analytics. The tool integrates with popular services such as Gmail, Shopify, and Zapier, and includes a mobile app for on‑the‑go access. Users can manage interactions across the customer journey, automate marketing campaigns, and monitor performance through detailed reporting. The interface is designed to be user‑friendly for non‑technical staff while still offering enough depth for growing sales and marketing teams.

Key Features

Contact and Lead Management

Centralized storage and organization of contacts and leads with detailed profiles.

Email Marketing and Automation

Create, send, and track email campaigns with automation rules and segmentation.

Sales Pipeline Management

Visual pipeline view to track deals through each stage and forecast revenue.

Lead Scoring and Tracking

Automatically rank leads based on behavior and engagement to prioritize outreach.

Task and Workflow Automation

Automate repetitive sales tasks such as follow‑ups, reminders, and approval workflows.

Integrations with Gmail, Shopify, Zapier

Seamless connectivity to popular email, e‑commerce, and automation platforms.

Analytics and Reporting

Dashboards and reports to monitor performance, conversion rates, and team activity.

Pros & Strengths

  • ✓
    Affordable Pricing with Free Plan: Offers a free tier for up to 10 users and 50,000 contacts, lowering entry barriers.
  • ✓
    Easy‑to‑Use Interface: Intuitive UI enables non‑technical users to manage contacts and campaigns without extensive training.
  • ✓
    Strong Email Marketing Automation: Robust automation features support segmentation, scheduling, and performance tracking.
  • ✓
    Easy Integration: Native connectors for Gmail, Shopify, Zapier, and other tools simplify workflow integration.

Cons & Tradeoffs

  • ⚠
    Limited Features in Free Plan: Free tier restricts advanced functionalities such as custom reporting and extensive automation.
  • ⚠
    Mobile App Needs Improvement: User feedback indicates the mobile application lacks some desktop features and stability.
  • ⚠
    Limited Customization: Compared to enterprise CRMs, Agile CRM offers fewer options for bespoke workflow design.

Known Limitations

  • • Free plan caps users at 10 and contacts at 50,000.
  • • Enterprise pricing is custom only, requiring negotiation.
  • • Advanced reporting features are only available in paid tiers.

Pricing & Plans

Model: freemium
USD8.99 /month

Free plan for up to 10 users and 50,000 contacts; Starter $8.99/user/month (1,000 contacts); Pro $29.99/user/month (5,000 contacts); Enterprise custom pricing.

✓ Free Plan ✓ Free Trial

Editorial Info

Last Reviewed: 2026-08-20

Verified Sources & Research

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