Agile CRM Review 2023: Best for SMBs?

Creating landing pages with Agile CRM during our three-month exploration was as easy peezy.

The platform offers a robust landing page builder that's brimming with pre-designed templates —and we're not just talking basic templates.

These babies are professional, sleek, and highly customizable.

The drag-and-drop editor was a clear standout feature, making the entire process delightfully intuitive.

It was like playing with Lego blocks for adults—just pick the elements you want and snap them into place. Text boxes, images, CTAs; you name it, Agile CRM's builder had it.

But the cherry on top was the real-time analytics. Being able to monitor our landing page's performance right within the CRM was awesome.

It was like watching our baby take its first steps; only our baby was a fully-fledged landing page raking in leads left and right.

In short, Agile CRM's landing page creation is a smooth-sailing journey even for the most tech-challenged among us.

So, whether you're a seasoned pro or a novice looking to dip your toes into the digital marketing waters, Agile CRM has got your back.

Agile CRM's form builder was a revelation. It was like being handed a magical chisel with which we could sculpt our own online masterpiece.

And so we did! We used it to create a sign-up form for our highly sought-after Bonfire Field Guide.

Here's how the creation process looked.

We started with a blank canvas and, using Agile's easy-to-use form builder, we were able to add fields for the following:

• First and last name
• Email
• Number

It didn't just create the form—it also gave us the code we could use to embed it directly into our website. No hocus-pocus, no technical skills required. Just good ol' copy-paste action, and voila!

A sophisticated sign-up form, ready to collect potential leads, was seamlessly integrated into our site.

So, after three months of reviewing the platform, we can confidently say Agile's form builder offers an intuitive and user-friendly experience that can even make tech newbies feel like pros.

Pipeline management is the heartbeat of a CRM system—it's where potential turns into profit.

It's like the conductor of an orchestra, harmonizing leads, deals, and sales teams to produce a symphony of successful closures. With Agile CRM, we found managing our sales pipeline was as smooth as a Mozart symphony.

Agile CRM offers a multitude of tools to design, tweak and track your pipelines.

During our testing, we folded our affiliate marketing deals at Small Business Bonfire right into our CRM.

Agile CRM made it a breeze to add and manage our deals, demonstrating an impressive level of ease and flexibility.

Here's how the deal creation screen looked (to paint a picture for you).

Fields were easy to find and fill, the layout was logical, and it felt like walking through a well-planned journey— from lead to deal closure.

And here's how our deals looked after we put everything into our pipeline.

Imagine walking into a well-organized room where every item has its place, and everything is easy to locate—that's how our pipeline looked in Agile CRM.

It was visual, coherent, and accessible, making the process of tracking and optimizing our deals as easy as pie.

At Small Business Bonfire, being the adventurous sort, we decided to go all in and create several campaigns to test the system's capabilities.

We started with an email marketing campaign promoting our affiliate marketing program.

The process involved designing our email using the handy drag-and-drop editor, segmenting our audience (Agile CRM made this a piece of cake), and scheduling the emails.

It was a straightforward process, much like piecing together a puzzle.

We were able to add triggers to the campaign easily. Check out this screenshot, which shows how we added a trigger that added a contact related to a specific tag.

This made it super easy to target our campaign to the right people.

We also thought it was great that we were able to track the progress of our campaigns directly within Agile CRM, which made it easy to keep tabs on performance.

The ability to coordinate multiple channels from one platform was, to put it mildly, incredibly efficient.

Let's delve into the world of Agile CRM's email templates.

Utilizing the easy-to-navigate builder, we created an email that matched our brand aesthetics, delivered our message clearly, and enticed recipients.

Here's a sneak peek of the feature during our creation process.

The builder offered myriad design elements—from text boxes to images and CTA buttons—everything we needed to create an effective email was right there.

But the magic doesn't stop at creation. Agile CRM also offers nifty scheduling features, ensuring that our emails reach our audience at the most opportune time.

Beyond that, we could monitor the performance of our emails right from the Agile CRM platform, making it a one-stop shop for our email marketing efforts.

Agile CRM's email templates allowed us to craft, schedule, send, and monitor our emails all in one place—a marketer's dream come true.

It's like having your cake and eating it too!

When it came to managing our service tickets, we found Agile CRM's Help Desk to be awesome. It was more than just a hub—it was a control center where every request was a mission, and every mission was accomplished with precision.

We created tickets with just a few clicks, assigned them to the relevant team members, and kept track of their progress until resolution.

Here's how it looked to create a ticket during our testing.

In other words, Agile CRM's Help Desk plays the role of a skilled traffic cop, expertly guiding your customer service tickets to their proper destination, making sure no request gets lost in the abyss of oblivion.

Our takeaway: If you're looking for an easy-to-use, intuitive ticket management system, then Agile CRM is the perfect choice. With its help desk capabilities, it can turn your customer service team into a well-oiled machine.

During our exploratory jaunt through Agile CRM, we discovered the true joy of automation.

Here's a breakdown of the three types of automation we tested:

• Service Automation: This was a real game-changer for us. Agile CRM allowed us to streamline our service processes, automatically assigning users based on the priority of their service tickets.
• Marketing Automation: With Agile CRM, we were able to set up a multitude of marketing operations to run on autopilot. We could schedule emails, segment our audience, and even track campaign performance— all without lifting a finger after the initial setup. It was like having a full-blown marketing team working round the clock, only without the coffee breaks.
• Sales Automation: This feature allowed us to revolutionize our sales process. Agile CRM took care of the tedious, repetitive tasks, leaving us more time to focus on closing deals and strategizing. We could automate follow-ups, deal assignments, and even sales tracking. It was as if we had a tireless sales assistant working 24/7 to keep our sales pipeline flowing smoothly.

Here's an example of a service automation we created during our months of testing.

Overall, the automation features were easy to use, highly customizable, and dramatically improved our efficiency.

Our conclusion? With Agile CRM, we didn't just build automation—we built a well-oiled digital assembly line.

Finally, we looked at Agile CRM's Analytics and Reporting features. 

Its comprehensive and intuitive reports offered us a birds-eye view of our operations.

One aspect we absolutely loved was the real-time analytics offered by Agile.

The fact that we could see live updates on our campaigns was a game-changer for our team. 

Agile CRM offered us various types of reports, from campaign performance to deal milestones, allowing us to keep a keen eye on all aspects of our business.

This became an invaluable tool for evaluating our performance and strategizing for the future.

And, to give you a taste of what's in store, here's an example of a report we created called "Revenue by Source."

The bottom line? If you're looking for a CRM platform with robust, real-time analytics and reporting, Agile CRM is your best bet.

It's like having a personal analyst on your payroll, only without the need to negotiate a salary. 🙂