Looking for a CRM? Check out Agile CRM

Mark Zeni

CRM stands for Customer Relationship Management. Originally, the term referred to the general practices and strategies companies used to manage and interact with their customers.

With the wide adoption of computers and the Internet, however, CRM became a synonym for the software used to manage those practices and strategies. You probably must have heard about other CRM providers as well. However, if you are looking for a CRM solution for your website or small business, going with providers like Salesforce is probably going to be overkill, and very expensive, as that software is designed for large corporations.

One of the best solutions for small and medium businesses is Agile CRM. They have pretty much all the features that is offered by other CRM providers, but charge a much more affordable price. For instance, up to 10 users the software is completely free to use.

To add to this, a complete CRM software is the one that will help automating three main business areas: sales, marketing and customer support.


Agile CRM comes with several features for each of those areas. The Sales Automation part includes a detailed contact data database (which allows you to search for contacts based on past conversations, for instance), chronological view, calendars, events, deals, project management and so on.

The Marketing Automation section includes drag-and-drop designers, custom pop-ups and signup forms, email campaigns, email tracking, social media integrations, analytics and more.

The Helpdesk, which is the section dedicated to customer support, enables your business to provide personalized support more efficiently through a ticketing system. Other features include groups, smart views to prioritize tickets, service level agreements, canned responses and so on.

As I mentioned before, the software is completely free up to 10 users, so give it a try!

Another reason why you should give a try to this CRM is that you can also earn some extra money with its affiliate program. Agile CRM recently launched an affiliate program where you can earn 20 percent commissions by referring more customers to them. You can read more about it in this article.

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4 Responses to “Looking for a CRM? Check out Agile CRM”

  • wykup

    Agile CRM is the best

  • John

    The best thing about Agile CRM is the automation power that it gives you.

  • David Bayaan

    I have been using Agile CRM for the past 3-months and can offer a good solid insight to how it works and does not work. I will strive to keep it brief.
    1. Lower cost CRM keeps the barrier of entry reasonable for most SMB’s who would like to incorporate a CRM program (and you should).
    2. On the surface, it’s got the potential to be a contender to Infusionsoft (they charge substantially more per month and their set up fee is quite expensive)
    3. Their drag and drop functionality seems somewhat intuitive, on the surface but is quite “buggy” and can be frustrating at times. (I am NOT a programmer in any way, being one would help tho)
    4. Their terminology is very programmer friendly, not so much for the average business owner who at this point is doing much of the set up themselves (aka – ME), so there is a learning curve but it isn’t that bad once you embrace the verbiage.
    5. They have account managers you are assigned who take a while to respond to your non-ticketed requests, so it is frustrating most of the time.
    6. They have NO ticket support system, meaning you simply use their contact form that it IS connected to your account, does not provide a means to identify urgency of the inquiry. I’ve been waiting days for a response that could have taken hours instead. Learn patience young padawan, patience.
    7. The ability to use tags is excellent once you have it set up.
    8. The system needs more video tutorials, at this point, it should be search-able by function or needs based given the large amount of inquires they get, but it isn’t and the video tutorials are far too vague to really be of any help, lending itself to more frustration.
    9. If you can afford to hire a reliable, offshore support worker (programmer) then you should be fine, but again it will be time based. Or, be a business owner who puts their business on hold for a few days while you learn a new role, you should be fine, or be a former programmer, you should be fine. I am not. I have a business to run.

  • dhivya

    Thanks for sharing this…its really nice article…
    how out check the CRM?

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