Agile CRM
UK SOFTWARE PROFILE
Agile CRM
Agile CRM combines contact management, sales tracking and marketing workflows for small teams. Deal stages can start follow-up actions, while scoring uses rules configured by the business. It suits buyers who want several sales tools together and can work within contact and API quotas. The reviewed material does not establish generative sales AI.
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One product. Different jobs.
Each score uses that category's criteria. Compare products within a category, rather than comparing scores across unrelated tasks.
Pricing & practicalities
Model your total cost ↗Published starting point
US$0.00
Free · workspace · free billing
VAT not applicable
Up to 10 users and 1,000 contacts. Paid advertised starting rates were not assigned a billing term without confirmation.
Check current price ↗Consider before choosing
- Free plan caps contacts and integrations
- Advanced access controls are plan-dependent
- Paid billing terms need checkout verification
Connected workflows
- Google contacts
- REST API
- Webhooks
Confirm the integration's direction, permissions, plan and sync behaviour with the supplier.
Plans and feature boundaries
The feature score covers the product across documented plans. This table shows package differences; it does not mean every scored feature is included in the starting price.
| Plan | Published price | Documented inclusions | Limits and conditions |
|---|---|---|---|
| Free Plan source ↗ | USD 0 free · Confirm billing unit in source |
| 10 users; 1,000 contacts; 500 API calls/day; one integration. |
| Starter Plan source ↗ | Confirm price quote · Confirm billing unit in source |
| 10,000 contacts; 5,000 API calls/day; three integrations. Confirm contract term and final price. |
| Regular Plan source ↗ | Confirm price quote · Confirm billing unit in source |
| 50,000 contacts; 10,000 API calls/day. Confirm billing term. |
BEHIND THE AI CLAIM
AI capabilities
Lead scores are configurable rules, not verified predictive AI.
Documented capabilities
Plans, limits & questions
- No verified sales assistant in reviewed documentation.
Feature-by-feature evidence
CRM software — 20 scored checks
| Capability & demo question | Agile CRM39–100/100 documented fit |
|---|---|
Core workflowContacts linked to organisations7.0 points availableAsk in the demoCreate a person, link them to an organisation and show their shared activity history. | ✓ Supported Contacts and companies. 7.0 / 7.0 pointsEvidence ↗ |
Core workflowCustom sales pipelines7.0 points availableAsk in the demoCreate stages with probabilities and move a deal through them. | ✓ Supported Deal probability and closing date. 7.0 / 7.0 pointsEvidence ↗ |
Core workflowTwo-way email history7.0 points availableAsk in the demoSend and receive an email and show both against the correct contact. | ✓ Supported Two-way email on Starter. 7.0 / 7.0 pointsEvidence ↗ |
Core workflowOwned follow-up tasks7.0 points availableAsk in the demoAssign a dated follow-up to another seller and show their overdue queue. | ✓ Supported Follow-up tasks. 7.0 / 7.0 pointsEvidence ↗ |
Core workflowPipeline and activity reporting7.0 points availableAsk in the demoFilter open pipeline by owner and expected closing month. | ✓ Supported Sales reports. 7.0 / 7.0 pointsEvidence ↗ |
Workflow depthDuplicate merge4.0 points availableAsk in the demoImport a duplicate and merge it without discarding useful history. | ✓ Supported Duplicate-contact merge. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthRequired stage-specific fields4.0 points availableAsk in the demoPrevent a deal entering proposal stage until required information is entered. | ? Not verified Not established by reviewed sources. 0.0–4.0 / 4.0 pointsEvidence ↗ |
Workflow depthRule-based lead assignment4.0 points availableAsk in the demoRoute two enquiries to different owners based on territory or value. | ? Not verified Not established by reviewed sources. 0.0–4.0 / 4.0 pointsEvidence ↗ |
Workflow depthConditional follow-up automation4.0 points availableAsk in the demoStart a sequence and show what changes when the prospect replies. | ? Not verified Not established by reviewed sources. 0.0–4.0 / 4.0 pointsEvidence ↗ |
Workflow depthForecast and recurring revenue4.0 points availableAsk in the demoSeparate one-off and recurring revenue in a forecast. | ? Not verified Deal probabilities; forecast categories unverified. 0.0–4.0 / 4.0 pointsEvidence ↗ |
Workflow depthTracked quotations4.0 points availableAsk in the demoProduce a quotation from deal products and retain the sent version. | ? Not verified Not established by reviewed sources. 0.0–4.0 / 4.0 pointsEvidence ↗ |
Workflow depthRecord visibility permissions4.0 points availableAsk in the demoShow what a salesperson can and cannot see in another team's accounts. | ? Not verified Not established by reviewed sources. 0.0–4.0 / 4.0 pointsEvidence ↗ |
Workflow depthField change history4.0 points availableAsk in the demoFind who changed an opportunity amount and when. | ? Not verified Not established by reviewed sources. 0.0–4.0 / 4.0 pointsEvidence ↗ |
Workflow depthCustom related records4.0 points availableAsk in the demoLink a custom asset or contract record to a customer. | ? Not verified Not established by reviewed sources. 0.0–4.0 / 4.0 pointsEvidence ↗ |
Workflow depthAPI read and write4.0 points availableAsk in the demoCreate a record externally and retrieve the resulting identifier. | ? Not verified Not established by reviewed sources. 0.0–4.0 / 4.0 pointsEvidence ↗ |
Workflow depthUsable record export5.0 points availableAsk in the demoExport contacts and deals with stable identifiers and relationships. | ? Not verified Not established by reviewed sources. 0.0–5.0 / 5.0 pointsEvidence ↗ |
Workflow depthSales-to-delivery handover5.0 points availableAsk in the demoTurn a won deal into an owned delivery process without re-entering customer details. | ? Not verified Not established by reviewed sources. 0.0–5.0 / 5.0 pointsEvidence ↗ |
AIContext-aware AI email drafts5.0 points availableAsk in the demoDraft a follow-up grounded in the actual contact or opportunity history. | ? Not verified Not established by reviewed sources. 0.0–5.0 / 5.0 pointsEvidence ↗ |
AIAI meeting or record summaries5.0 points availableAsk in the demoSummarise a real interaction and identify the next action. | ? Not verified Not established by reviewed sources. 0.0–5.0 / 5.0 pointsEvidence ↗ |
AIAI prioritisation or research5.0 points availableAsk in the demoShow prospect research or a recommended next action and the information behind it. | ? Not verified Not established by reviewed sources. 0.0–5.0 / 5.0 pointsEvidence ↗ |
“Not verified” means the recorded evidence does not settle this specific check. It does not mean the feature is absent. Read the scoring method.