The software could stand to have some free training, more features, a more robust mobile app, and some additional customization options, but it does a lot of things really well - particularly customer service, an easy-to-use dashboard, detailed contact information, and email archiving. This software option doesn't have the range of capabilities of some platforms, but it's a great web-based solution for small businesses that need a simple CRM platform to organize their sales efforts. Redtail CRM is another top solution that goes the route of simplicity rather than trying to bombard the user with features. The software also offers tools for project management, appointment scheduling, and even a landing page builder.Īgile’s dashboard clearly shows where your sales team stands at the present moment. This allows you to build lasting relationships with your customers. Agile keeps contacts organized and allows the user to store basics about your customers, including interests and how they interact with your company. One of the big features of Agile is its contact management tool. While the customization could be better and automation features can be tough to understand, we like the fact that importing contacts is quick and easy, there's seamless application with popular apps like Skype and Facebook, and gamification features help improve employee efficiency. The software comes at a number of pricing levels, ranging from free to enterprise, and it supports more than 50 plug-ins and integrations. It is a cloud-based solution that integrates all of your activities - sales, marketing, social media, and even customer service - into one place.
Agile CRM is designed for small and medium-sized companies.