Core Features & Capabilities
Agile offers a free forever plan:
- It supports up to 10 users with 1,000 contacts or customers and includes core CRM features, email marketing tools, and unlimited deals/tasks/documents.
Sales Automation
Over 50 sales automation features are available, including:
- Advanced telephony integration
- Sales gamification to boost team performance
- Appointment scheduling
- Lead scoring
- Unlimited Deals, Tasks & Documents
- Custom deal milestones
- Email tracking
Marketing Automation
- Drag-and-drop campaign designer
- Web forms builder, landing page builder, and pop-ups
- Email template builder and email marketing campaign
- 5,000 emails (stored, tracked and managed)
- Web-to-lead integration
- Social media integration
Contacts Management
- 360-degree contact views
- Chronological timeline of interactions
- Social media profile integration
Deal Management
- 360-degree contact views
- Chronological timeline of interactions
- Social media profile integration
- Visual sales pipeline with drag-and-drop functionality
- Deal tracks, stages, and milestones
Project Management:
- Drag-and-drop project management capabilities within the CRM
- Integrations:
- Integrates with various third-party tools for forms, landing pages, email marketing, and more
Reporting and Analytics:
- Advanced analytics and metrics for sales, marketing, and customer service
Mobile App:
- Available for both iOS and Android devices
Customer Service Automation
- Help desk ticketing system
- Unique customer groups and labeling
- Canned responses
- Service level agreements
- Live chat
- Customer support analytics
- Ticket tracking and reporting
