9 Worthy Agile CRM Alternatives With Amazing Features

Comparison

Updated at May 29, 2024

12 min to read

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BotPenguin

Content Writer, BotPenguin

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Introduction

For any business house to flourish in the market, it is essential to maintain a good relationship with its customers. In the current market situation, Customer Management Relationship (CRM) plays a vital role in determining the future of a business.

CRM tools help the customer enhance their experience, automate redundant tasks and increase the team's productivity. As these tools perform such a crucial task, business houses need to invest in highly viable CRM software that can fulfill their requirements.

Many CRM software solutions are available today, but Agile CRM is considered one of the top-rated solutions in the market. It is a popular tool used by business houses across different industries. However, in some cases, it was found that Agile CRM performance is less than expected, which can put your business profitability at risk. So, it is necessary to know about alternative CRM tools that can help your business. 

Today, we will discuss nine worthy Agile CRM alternatives with their unique features. These tools can surpass Agile CRM in several ways, helping you to fulfill your business goals quickly. 

What is Agile CRM?

Agile CRM is a marketing automation software that helps customers automate their marketing, sales, and customer support from a single platform.

The founder of Agile CRM, Manohar Chapalamadugu, initially started a company himself and found that their customer needs grew so rapidly that they had trouble keeping up with automating tasks and organizing information. After trying out the existing CRM in the market, they concluded that the available CRM is lacking to fulfill the company's needs.

It urged them to build their own CRM software to fulfill their demands. Thus, Agile CRM came into existence.

Agile offers services like web analytics, help-desk, two-way emails, gamification, telephone, and many other features.

Features of Agile CRM

Contact management

Every business owner needs to manage their contacts. Agile helps you by keeping your contacts organized as well as allows you to get to know your customers in a better way. It also helps you to store the basics about your customer base and customize your contacts by adding small information about their interest and their way of interacting with your brand. 

Project Management 

Any company's marketing and sales team need to work together for the company's growth. Project management ensures that both these teams sync and communicate appropriately to avoid confusion about the task or project status. Agile's project management tools help to prevent any miscommunication within the groups.

Scheduling appointments

Agile's online scheduling features help find an accurate date for appointments and meetings because it is essential to communicate with your contacts and colleagues. It sends an automatic invite and, thus, reduces the chances of anyone missing the appointment.

Problems faced while using Agile CRM

Agile CRM is one of the best tools available, but you should also know about some of its alternatives. Different business houses have different requirements, and Agile CRM may not be sufficient for everything you search for. 

Here are a few reasons why you should know about alternative solutions 

  1. Agile CRM is a bit expensive for small and medium business owners. Business houses have different budgets, so they have to choose accordingly. Several alternative tools available for small business owners are equally good as Agile CRM. 
  2. It lacks in providing custom user roles and permissions that ensure authorized access to critical business information.
  3. Agile CRM support department has a higher response time leading to poor user experience. 
  4. It does not have proper segmentation capabilities, which makes it difficult to filter and categorize contents into distinct lists.

Top 9 Agile CRM Alternatives

1. BIGContacts 

BIGContacts is one of the best alternatives to Agile CRM. It provides a wide range of advanced features within the most affordable price range. The customization flexibility of BIGContacts makes it one of the most loved CRM choices for businesses across multiple industries. It provides the feature of putting your customer relationship management on autopilot with advanced automation capabilities. Also, it comes with robustness which helps to conduct your business operations smoothly.

Some of its key features are:

  1. It provides a clean sales pipeline view that helps you to track and manage sales opportunities effectively.
  2. It helps to automate your task, create a workflow and set up activity reminders so that you do not miss any agenda.
  3. It allows you to manage personalized drip email marketing campaigns smoothly and effectively.

Plans and their pricing:

  1. Big plan starting from $5 per user per month
  2. A bigger plan starting from $15 per user per month
  3. The biggest plan starts from $25 per user per month
  4. Enterprise plans are done on Custom pricing

2. Hubspot

HubSpot is another reliable and free alternative to Agile CRM. It has a basic version of the tools, free for unlimited users, which provides an excellent solution for beginners. The tools in HubSpot provide powerful automation that helps team members to focus on important tasks without wasting time on administrative activities.

Some of its key features are:

  1. The sales pipeline provides a detailed look at all the available opportunities.
  2. The contact records update automatically, which helps to improve the personalization efforts towards the users.
  3. The meeting schedule helps to connect with prospects and consumers easily. 
  4. It maintains good contact with its customers by providing group emails regularly.

Plans and their pricing:

  • A free version is available for all.
  • Premium plans start from $45 per month.

3. Bitrix24

Bitrix24 is another effective alternative CRM for businesses that requires a complete online workspace. It offers impressive collaboration tools and automation capabilities that will make your work much more manageable. The available tools make it easy to conduct marketing campaigns, engage with customers, or manage projects. It brings all the contextual information into one place, helping you flourish your business.

Some of the key features include:

  1. It helps to automate workflow and enhance organizational efficiency
  2. It helps to run targeted ad campaigns and conduct email marketing.
  3. It creates a custom sales pipeline that matches the stages of your sales process.
  4. It uses sales analytics to track KPIs to make better decisions for your business.
  5. It helps to know what other team members are up to and communicate with them using chat or video calls. 

Plans and their pricing:

  1. A free version is available for all.
  2. Premium plans start from $39 per month.

4. Zoho CRM 

Zoho CRM is a highly functional CRM helping you to grow your business by automating routine sales tasks and building a solid relationship with your customers. It offers AI-powered recommendations that allow you to make decisions for your business and has a powerful collaborative feature making collaborations much more accessible.

Some of the key features include:

  1. It offers a seamless buying experience for customers.
  2. It helps you to customize layouts, views, filters, etc., according to your business needs.
  3. It gives you real-time insights and suggestions for customers to deliver relevant services to your customers.
  4. It automates workflows by eliminating manual labor and saving time.

Plans and their pricing:

  1. A Free version is available for three users
  2. Premium Plans start from $14 per user per month

5. Pipedrive

Pipedrive is another CRM choice for businesses. It provides efficient pipeline management and enables you to track deals with ease. Its automation features allow interaction with prospects and customers by saving time. It also offers robust email tracking functionality, thus, eliminating the risk of missing out on meaningful conversations. 

Some of the key features include:

  1. It helps to keep your deals organized by color-coding them. It also alerts you when an agreement has been stuck in your pipeline for a long time.
  2. It displays visual reports and a custom dashboard. 
  3. It helps you to capture more leads for your business using chatbots, web forms, and live chat. These get automatically added to your CRM database. 

Plans and their pricing:

  1. Premium plans start from $12.50 per user per month

6. Freshsales 

Freshsales is another reliable Agile CRM alternative. It smoothly streamlines your sales operation and helps you to grow your business revenue. It gives a detailed activity timeline for every contact. It is a highly customizable space where you can easily modify its stages, fields, layouts, etc. It also has a mobile-friendly version.

 Some of the key features include:

  1. It keeps your calendar automatically updated by two-way data synchronization between Freshsales and your work inbox. 
  2. It helps to target high-value opportunities and analyze current trends. 
  3. You can create multiple sales pipelines and product catalogs with the help of Freshsales CMS.
  4. You can personalize your customer's experiences by using the valuable recommendations given by its AI assistant.
  5. It automatically sets sales sequences to engage with customers at the right time.

Plans and their pricing:

  1. A free version is available for all.
  2. Premium plans start from $15 per month.

7. EngageBay

EngageBay is an all-in-one solution that offers reliable sales, marketing, and support functionality, allowing you to manage all under the same platform. It also gives you a total view of the contact profiles and lets you track the customer's behavior and provide solutions accordingly.

Some of the key features include:

  1. It uses predictive lead scoring to grab the crucial opportunities
  2. You can run multi-channel marketing campaigns to attract leads and convert them to final customers.
  3. Support tickets can be managed from within the CRM system. 
  4. The CRM can manage all conversations from a single dashboard if your email inboxes are synchronized.

Plans and their pricing

  1. A Free version is available for 15 users
  2. Premium Plans start from $11.99 per user per month

8. Insightly

Insightly is a highly affordable CRM. It is mainly designed for small businesses where budget is the primary concern. Insightly has amazing features like business process automation, managing contact lists, and lead scoring. It makes it an excellent Agile CRM alternative.

Some of the key features include:

  1. You can remodel datasets and improve security through permission limits provided by the rules in the database.
  2. You can check the click rates and can monitor your email campaigns. It also gives a notification when an email is opened.
  3. You can schedule tasks and emails here. It also helps to execute external system business logic and automate deal management.

Plans and their pricing:

  1. Plus plan starts from $29 per user per month
  2. The professional plan starts from $49 per user per month
  3. The enterprise plan starts from $99 per user per month

9. Lumeer

It is a project management software. It provides businesses with tools to handle tasks and improve employee collaboration. Managers can create new projects using customizable templates and visualize action plans in the form of pivot tables, a calendar, maps, charts, or boards.

Some of the key features include: 

  1. It is an easy and intuitive platform
  2. It is very flexible to adopt any workflow
  3. Users can customize according to their needs with unique field types.
  4. It gives a visual overview and visual data manipulation.
  5. It saves time with automation. 

Plans and their pricing

  1. A Free version is available for three users
  2. Premium Plans start from $7.99 per user per month

Summing up

If Agile CRM does not satisfy your business needs, it's high time you should start looking for an alternative option. 

The nine alternative options in this blog will give you a deep understanding of all the top CRM builders available, and you can choose what suits you the best. 

Also, if you are looking for a robust and reliable customer service alternative, check out BotPenguin!

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Table of Contents

BotPenguin AI Chatbot maker
  • Introduction
  • What is Agile CRM?
  • BotPenguin AI Chatbot maker
  • Features of Agile CRM
  • Problems faced while using Agile CRM
  • BotPenguin AI Chatbot maker
  • Top 9 Agile CRM Alternatives
  • Summing up