Agiled Customer Relationship Management (CRM) Review 2025
My Verdict
The Agiled CRM software has various features for capturing leads and turning them into loyal customers. These features include drag-and-drop forms, sales pipelines, and a customer support toolkit. It brings them all together on one platform and automates time-consuming tasks so your teams can focus on keeping customers happy and selling to them.
- Good free plan
- Clean user interface
- Good learning resources
- AI-powered features improve efficiency
- Limited number of users included in paid plans
- Limited ways of contacting support
Integrations
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What Does Agiled CRM Do?
The Agiled CRM was launched in 2020 to help small businesses, agencies, and freelancers succeed in their operations. It does this by integrating all the tools they need in one platform. Having customer data, contracts, invoices, and information about the amount of work employees cover in one CRM system saves organizations a lot of time.
It saves time and boosts profits for over 5,000 companies in various industries, including legal, writing, and photography. The Agiled CRM software is part of ZTABS LLC, a web development agency that’s been serving companies across the globe since 2014. Therefore, Agiled understands what small businesses need to operate efficiently, and provides tools that support various aspects of a commercial operation.
Although it combines finance, HR, and CRM tools in one place, its website isn’t cluttered with information. There’s a lot of information to guide you in navigating the platform features, but it’s well organized. This makes it easy to use and find your way around.
These are some of the reasons that Agiled has received many awards since it launched. It’s been recognized for being the easiest to set up, the best for return on investment (ROI), and high performing CRM. Let’s now take a closer look at some of its key features.
Key Features of Agiled CRM
Businesses must research, review, and test a CRM platform’s features before using it. However, it can be a lot of work and quite frustrating if you aren’t sure what to look for. Agiled CRM accommodates diverse kinds of small enterprises and helps accelerate profits through the following features:
Lead Capturing
With Agiled, you can capture leads using drag-and-drop online forms. You can start by creating forms from scratch, or by using existing templates. Be creative and ensure they attract people’s attention and prompt them to fill in their details. This is how you capture potential clients’ data.
Deals & Pipeline Management
The deals and pipeline management feature helps you keep your sales processes in order. You can customize and group customer data according to the stages of the sales process they fit into. For example, you can have a column for deals you’ve just captured, some in the approaching step, and deals closed.
As a sales manager, you can also assign deals to different team members and track their progress from the Agiled CRM platform. This helps the business evaluate the effectiveness of its sales strategies. Pipelines also help connect various departments within an organization so that time isn’t wasted on regular meetings for updates.
When your leads turn into customers, you don’t dispose of and abandon their data. Instead, you must do everything to keep them happy, so they become repeat customers. Happy clients become loyal to the brand and are confident about buying from you, so continue using this feature to keep client data organized. This makes it easier to keep interacting with them via email and other integrated communication platforms.
You can also make notes and store relevant documentation, and screengrabs of specific conversations and attach them to their respective client records on the platform. The feature also allows you to create and save tasks. Plus, to ensure you do what you promise to do, you can set task reminders which can be organized according to their priority.
Customer Support
Customer support is essential in every business. You must be there for your clients whenever they need you, and the Agiled CRM support toolkit is there for that. You can use the ticketing system whenever your clients need assistance.
Once a ticket has been filled out and submitted to the company, assign it to teammates. To keep things quick, have reply templates ready for the most popular questions. This way, your team will have less work, save time, and your customers will be happy with quick replies.
Client Portal
The White Label Client Portal is a space you can use to interact with and complete important tasks with your customers. It stores all the client details, including issued invoices, estimated costs, proposals, and project collaborations.
Your customers can access this area to view and complete tasks. They can also pay invoices, approve estimates, sign contracts, and track the progress of their projects. Additionally, they can interact with you through tickets or by scheduling meeting appointments.
Pricing Plan
The Agiled CRM has four pricing plans, including a free one. They are the Basic (free), Pro, Premium, and Business. The paid plans cost $25, $49, and $83 per month on the annual subscription billing option. These amounts increase by 20% if you opt for monthly billing.
The plans vary by the number of users you can add and the features available. With an upgrade, you can add more users and access more advanced features to grow your business further. However, you can add up to 30 more users on any plan. Additional users cost $5 per user each month.
If your team is too big for any of the four plans, then there’s an Enterprise feature. Its features are excellent for large teams and include dedicated support to ensure all your organization’s needs are met. The Agiled CRM sales team discusses its features and costs with you before you officially upgrade to this plan.
Free Version vs. Paid Version
What are the limitations of the free plan compared to the paid plans? Below are more details on the features accessible on each plan to help you decide which works best for your business.
Basic
The Basic plan is free. It’s excellent for freelancers and other solopreneurs as there can be only one account user. It allows you to create one form and 100 submissions. You can also have up to 100 contacts with two billable ones. Also, you can have two active projects at a time.
Other features include:
- Two projects at a time
- No limit on tasks and tracking time
- Projects and task templates
- Five invoices and expense tracking per month
- Schedule one event
- 500MB storage space
- Email templates with Agiled branding
Pro
Pro is great for a small team, as you can have three users signed in. It has all the essential CRM tools needed to get your business moving. You can have unlimited contacts, projects, tasks, invoices, and event scheduling.
Other Pro features include:
- One deals pipeline
- Unlimited tickets
- Invoice timesheet
- Track team attendance
- 100GB storage space
- Sell an unlimited number of products
- Integrate calendar, email, and payment platforms
- Email templates with own company branding
Premium
If you choose the Premium plan, then you can have seven users and all Pro plans. In addition, you’ll have automatons, unlimited subscriptions, proposal and contract documentation, wikis and support pages, and API access.
Other unique Premium features are:
- Project workflows
- Some accounting features
- 200 GB storage space
- Some White Labeling features
Business
If you need all the features of the Agiled CRM, the Business plan is a good option. It allows 15 team members to access the software. It has all the features of Premium, and some become even more advanced when you upgrade to this level.
These features include:
- Full White Labeling support
- Full access to accounting features
- Payroll
- Unlimited storage space
- Custom domain
- Webhooks
Is Agiled CRM Easy to Use?
The Agile CRM system is very easy to use. It uses familiar terms for its features and explains how to use them step by step. Its home page isn’t cluttered with lots of information, so you can easily navigate and find what you’re looking for on the site. Instead, the information is meticulously organized underneath resource tabs.
There are resource tabs on how contract and invoice templates work. You’ll also find information on blogs, the resource hub, the knowledge base, and changelog updates. There’s also a road map feature integrated with Trello, where Agiled clients can suggest features the CRM could add for more convenience. Additionally, you get updated on features being tested, developed, and deployed.
Available integrations
The Agiled CRM integrates with more than 20 apps to boost productivity. These include popular apps you already use, such as:
- Zapier
- Zoom
- Google Calendar
- Microsoft Teams
- Mailchimp
- Wise
- FreshBooks
- HubSpot
- ActiveCampaign
- ZohoBooks
Agiled App Customer Service
The Agile CRM website has a help center where you can type questions into the search box. There, you’ll find details on onboarding, CRM features, automation, and partner programs.
For further help, fill in the contact form with your name, subject, email address, and question. You can also email them directly, and with both options, help is typically received within 24 hours. Users on the Business plan get priority support.
Which Companies Work with Agiled?
The Agiled CRM system is trusted by over 20,000 companies globally across a hugely diverse range of sectors. Here’s just a few of the industries where Agiled has customers.
- Photography
- Legal
- Copywriting
- Marketing and PR
- Event Planning
- Beauty
- Cleaning
- Entertainment
- Hospitality
- Health
- Real-Estate
Alternatives to consider
Below are some alternative CRMs you can compare to Agiled before picking the best one for your company:
- Plutio
Plutio is a straightforward CRM application that allows small teams to complete all their work in one place in seconds and automate workflow. It has affordable pricing plans and is trusted by over 14,000 businesses globally. It features project management, scheduling, invoicing, and time-tracking tools. - Dubsado
Dubsado is a simple CRM platform that helps businesses manage their client’s data, automate tasks, and grow their business. It’s affordable and has pricing plans that don’t need much interpretation, as the annual and monthly costs are clearly stated. Its features include form templates, online invoices, integrated payment apps, and scheduling tools. - SuiteDash
SuiteDash CRM software offers more complex features to grow your organization. It also has affordable pricing plans with an option to pay a once-off lifetime premium instead of being billed monthly or annually. Its CRM features include client management, sales pipelines, and secure messaging. - Flowlu
Flowlu is business management software that connects various departments of your organization on a single platform. It features sales, project, and finance management tools. It offers a free plan and affordable pricing plans suitable for small teams. - HoneyBook
The HoneyBook CRM’s primary goal is to help businesses manage customer data and relationships on one platform. This helps them complete tasks faster and keep customers happy. Its features include invoicing, automation, scheduling, project management, and contract signing. It has affordable plans suitable for small businesses.
Suitability Assessment
Here are my top tips to help you decide whether Agiled CRM is the most suitable CRM for your enterprise.
Choose Agiled if:
- You’re a freelancer, artist, or own a small business with small teams
- You’re looking for a platform where you can easily interact with customers, send them documents and invoices, and reply to their messages in one place
- You want a platform that helps you manage your finances and employees
- You’re looking for a free plan to start you off until you have the budget to pay for additional features
- You’re new to the world of CRMs and will need comprehensive support.
- You want to connect various teams in different departments to make progress tracking easier
- You want a CRM with a mobile app
Avoid Agiled if:
- You want to add extra users on the initial number shown on pricing plans but aren’t willing to pay $5 per user per month
- You want a CRM with more social media integrations to market your product and directly extract data
- You need a large number of users