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

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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

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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

"Just had a support call with Prakash...he was so helpful. We shared screens and he guided me through setting up my calendar, fixing an issue I had with my appointment setting and then imported a list of clients and set tags for letters that I had se...nt. Thanks so much!" - David McLean

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

How does Agile CRM address your Contact List Management Challenges?

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.

"...It is essential for us to be able to contact all our clients via email in a massive way, in this way we can offer products and services to all without exception...." Peer review by Erica Z, Communications Manager, Internet

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Why is Agile CRM the best choice 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.

"...You can customize the text and links in the email before sending off, of course...." Peer review by Quincy L., Media Production

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What makes Agile CRM ideal for Helpdesk Management?

What Are the key features of Agile CRM 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.

"...The synchronization of contacts from Outlook to GMail and other platforms allows easy follow-up to all communications for each lead, deal and contact...." Peer review by Verified User, Professional in Information Technology

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How does Agile CRM address your Campaign Management Challenges?

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.

"...It incorporates the marketing automation tools I need to manage multiple campaigns as well as my inbound and outbound calling...." Peer review by Jim H, Investment Principal, Professional Training & Coaching

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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
David McLean	Just had a support call with Prakash...he was so helpful. We shared screens and he guided me through setting up my calendar, fixing an issue I had with my appointment setting and then imported a list of clients and set tags for letters that I had sent. Thanks so much! Testimonial By David McLean
Jeff Henry	Posting to give a specis shoutout to Abhinav. two days in a row now he has helped me plow through some complicated issues, always with a good attitude and patience. Good support is hard to find in the SaaS world and whether it be Abhinav or someone else on the Agile CRM support team - they are all ...great. Testimonial By Jeff Henry
Nicolas Woirhaye Co-founder IKO System	I've seen and used dozens of CRMs. This one may change the market upside down. Absolutely great, easy-to-use and powerful. Testimonial By Nicolas Woirhaye

CUSTOMERS	TESTIMONIALS
David McLean	Just had a support call with Prakash...he was so helpful. We shared screens and he guided me through setting up my calendar, fixing an issue I had with my appointment setting and then imported a list of clients and set tags for letters that I had sent. Thanks so much! Testimonial By David McLean
Jeff Henry	Posting to give a specis shoutout to Abhinav. two days in a row now he has helped me plow through some complicated issues, always with a good attitude and patience. Good support is hard to find in the SaaS world and whether it be Abhinav or someone else on the Agile CRM support team - they are all ...great. Testimonial By Jeff Henry
Nicolas Woirhaye Co-founder IKO System	I've seen and used dozens of CRMs. This one may change the market upside down. Absolutely great, easy-to-use and powerful. Testimonial By Nicolas Woirhaye

Case Studies

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.

Computer Software

Case Study ClicData

Learn how Agile CRM improved lead follow-ups and increased sales conversions.

Human Resources

Case Study Career Strategies Group

How Career Strategies Group (the Group), increased their prospecting efforts, as well as the applicant vetting and approval process, in order to better serve their constituents.

Consumer Goods

Case Study HarpBeat

Joanna Jordan is a harpist with the skills of several musicians. Learn how Agile CRM helped streamline and automate the time- consuming administrative tasks involved in her business and helped her fo...cus more time on the music she plays

Consumer Services

Case Study The TerZa Factor

Terza is a visual artist, and the TerZa Factor is her platform through which to sell her artwork. Learn how Agile CRM helped automate and streamline the time-consuming, manual aspects of her business

Computer Software

Case Study PromptCloud

Learn how PromptCloud decluttered data and centralized data using Agile CRM.

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 .