Agile CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Agile CRM
Brand: Agile CRM
Rating: 4.3 (7270 reviews)

4.3 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(7270)

Agile CRM | Automate your sales, marketing, and service in one platform

Agile CRM Overview

Agile CRM enables real estate agents to focus more on buyers by integrating sales, marketing, service, and web engagement into a unified cloud-based platform. It centralizes real-time customer data and automates various tasks to enhance productivity.

Use Cases

Customers recommend Contact List Management, Communication Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using Agile CRM.

Other use cases:

Engagement Management
Campaign Management
Social Media Management
Workflow Management
Lead Tracking
Generation Of New Leads
Call Recording

See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Agile CRM.

Other priorities:

Increase Sales & Revenue
Scale Best Practices
Improve Efficiency
Grow Market Share
Increase Customer Life Time Value
Enter New Markets Internationally Or Locally
Improve ROI
Launch New Products
Improve Brand Engagement
Improve Digital And Social Presence
Improve Internal Communications
Improve Stakeholder Relations
Build Brand Awareness
Reduce Bounce

See all business priorities See less business priorities

Agile CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Agile CRM works with different mediums / channels such as E-Mail. Phone Calls. Website etc.

Agile CRM's features include Landing Page, Templates, Widgets, etc. and Agile CRM support capabilities include Email Support, Chat Support, Phone Support, etc. also Agile CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"I have worked with quite a few CRM solutions including SugarCRM, Daylite, and Salesforce. Within a few days I was able to build scripts to import our data into Agile using their Rest APIs. If you are building a web app, and want to store customer da...ta into a CRM, Agile makes it easy. The concepts of using web triggers in Agile CRM to trigger based on events that occur on our web site or our web app is game changer for our customer support and marketing teams. I am typically very skeptical to change CRM solutions, as most of the work falls on me to actually move the data. With Agile, I feel like we are more in control of the data, and we have given our sales, marketing and staff additional tools to make communication with clients easier." - Zach Lancaster

Agile CRM, Less Annoying CRM, Teamgate CRM, monday sales CRM, ClickUp, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Agile CRM

Top Industries

Marketing and Advertising
Computer Software
Internet

Popular in

Small Business
Mid Market
Enterprise

Agile CRM is popular in Marketing And Advertising, Computer Software, and Internet and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Agile CRM Use Cases

What Are the key features of Agile CRM for Contact List Management?

Agile CRM facilitates contact list management by offering features such as contact information recording, tagging, sorting, lead scoring, and interaction tracking. It integrates with email marketing, project management, and other functionalities within a single platform. However, Agile CRM's contact management features can be perceived as messy and confusing by some users.

"...We are into accounting industry and use this tool to manage our contacts and send then Newsletters whenever required...." Peer review by Angelique R., community manager , Accounting

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What benefits does Agile CRM offer for Communication Management?

Agile CRM facilitates communication management by enabling tracking of emails and automated email sending based on customer lifecycle stages. It also provides social media integration and telephony integration for comprehensive customer communication. Agile CRM's communication management capabilities are limited by the inability to stop email campaigns once they are started.

"...We wanted a single solution for CRM, integrating with new leads from Facebook and Website Landing Page, as well as sending Email campaigns to subscribers...." Peer review by Favad Q, CEO, Information Technology and Services

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Why is Agile CRM the best choice for Helpdesk Management?

What makes Agile CRM ideal for Engagement Management?

Agile CRM enables efficient management of customer engagement through features such as automated follow-up, social media integration, and detailed interaction tracking. The software facilitates segmentation of customers for targeted follow-up and provides a timeline view of customer interactions. A limitation is the complexity of the follow-up process, which can lead to a backlog of tasks.

"...I am solving the customized email followup challenge...." Peer review by Nannette D, Financial Planner, Financial Services

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Why is Agile CRM the best choice for Campaign Management?

Agile CRM facilitates campaign management through templates, triggers, and drag-and-drop design. It enables marketing automation, email marketing, and sales funnel tracking. However, its starter subscription level limits campaign automation to five campaigns with ten steps each.

"...Very easy to create, execute and track email campaign. ...." Peer review by Shahbaz K., Information Technology and Services

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72+ more Business Use Cases

16 buyers and buying teams have used Cuspera to assess how well Agile CRM solved their CRM needs. Cuspera uses 7270 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Zach Lancaster	I have worked with quite a few CRM solutions including SugarCRM, Daylite, and Salesforce. Within a few days I was able to build scripts to import our data into Agile using their Rest APIs. If you are building a web app, and want to store customer data into a CRM, Agile makes it easy. The concepts o...f using web triggers in Agile CRM to trigger based on events that occur on our web site or our web app is game changer for our customer support and marketing teams. I am typically very skeptical to change CRM solutions, as most of the work falls on me to actually move the data. With Agile, I feel like we are more in control of the data, and we have given our sales, marketing and staff additional tools to make communication with clients easier. Testimonial By Zach Lancaster
Greg Lombard	Very pleased with support from Mustafa and the tool during initial kicking of the tires. The knowledge base gets points for simplicity however needs better context and examples provided to help users such as myself. Looking forward to growing with this CRM! Testimonial By Greg Lombard
Allena Miller	Good Work Environment. Best work place with great people. User friendly CRM with lots of automation features and amazing framework. So far, my experience with Agile CRM has been very good. Testimonial By Allena Miller

CUSTOMERS	TESTIMONIALS
Zach Lancaster	I have worked with quite a few CRM solutions including SugarCRM, Daylite, and Salesforce. Within a few days I was able to build scripts to import our data into Agile using their Rest APIs. If you are building a web app, and want to store customer data into a CRM, Agile makes it easy. The concepts o...f using web triggers in Agile CRM to trigger based on events that occur on our web site or our web app is game changer for our customer support and marketing teams. I am typically very skeptical to change CRM solutions, as most of the work falls on me to actually move the data. With Agile, I feel like we are more in control of the data, and we have given our sales, marketing and staff additional tools to make communication with clients easier. Testimonial By Zach Lancaster
Greg Lombard	Very pleased with support from Mustafa and the tool during initial kicking of the tires. The knowledge base gets points for simplicity however needs better context and examples provided to help users such as myself. Looking forward to growing with this CRM! Testimonial By Greg Lombard
Allena Miller	Good Work Environment. Best work place with great people. User friendly CRM with lots of automation features and amazing framework. So far, my experience with Agile CRM has been very good. Testimonial By Allena Miller

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
ClicData Computer Software	Computer Software	Case Study ClicData Learn how Agile CRM improved lead follow-ups and increased sales conversions. Read More
YEAH! Local Marketing and Advertising	Marketing and Advertising	Case Study YEAH! Local YEAH! Local is a boutique lead-generation and SEO agency. Learn how Agile CRM helped improve its email marketing operation, and also cut down on its investment in other marketing tools. Read More
MVP Legal Solutions Legal Services	Legal Services	Case Study MVP Legal Solutions See how MVP Legal App sells more with Agile CRM. Read More

Video

Agile CRM

Frequently Asked Questions(FAQ)

for Agile CRM

What is Agile CRM?

Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution.

Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and marketing automation, customer service, email tracking, landing pages, and social media marketing to name a few. With Agile CRM, users have a unified platform that puts all the information as well as people on a single page, streamlining their tasks, enhances communication and collaboration, and greatly improves productivity and output both at individual and collective levels.

Agile CRM centralizes real-time customer data, making it readily accessible and actionable across all teams. It supports full telephony integration alongside marketing support for sending email newsletters, social campaigns and SMS texts. Agile CRM automates web engagement with customer-conscious messages, pop ups, offers, surveys and signup forms.

What is Agile CRM used for?

Agile CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Contact List Management, Communication Management and Helpdesk Management .