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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 a free plan: The free plan supports up to 10 users and 1,000 contacts and companies; paid plans start from $8.99 per user per month.
  • ✓
    All-in-one customer lifecycle suite: Agile CRM combines sales CRM, marketing automation, and helpdesk capabilities in one product.
  • ✓
    Sales and marketing automation: The platform includes lead scoring, appointment scheduling, email campaigns, web engagement, and workflow automation.
  • ✓
    Broad integration options: Official integrations include Gmail and Google apps, Shopify, Stripe, Zapier, telephony providers, and other marketplace apps.

Cons & Tradeoffs

  • ⚠
    Strict free-plan limits: The free plan is capped at 1,000 contacts and companies, one plugin, one campaign workflow, and 500 API calls per day.
  • ⚠
    Advanced telephony is Enterprise-only: Post-call automation, call recording, and automated voicemails are listed only on the Enterprise plan.
  • ⚠
    Integration allowance varies by plan: The pricing grid lists one plugin on Free, three on Starter, and 50+ on Regular and Enterprise.

Known Limitations

  • • Free is limited to 10 users, 1,000 contacts and companies, one plugin, one campaign workflow, five nodes per campaign, one automation rule, and 500 API calls per day.
  • • Starter supports 10,000 contacts and companies and three plugins; Regular supports 50,000 contacts and companies and 50+ plugins or integrations.
  • • Unlimited contacts, post-call automation, call recording, automated voicemails, access controls, a dedicated account representative, and an onboarding coach are listed on Enterprise.

Pricing & Plans

Model: freemium
USD8.99 /month

Free for up to 10 users with 1,000 contacts and companies; Starter from $8.99/user/month with 10,000 contacts; Regular from $29.99/user/month with 50,000 contacts; Enterprise from $47.99/user/month with unlimited contacts.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-09-17

Editorial Info

Last Reviewed: 2026-09-17

Verified Sources & Research

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