Overview

Agile CRM is a fully comprehensive platform that provides a wealth of sales, marketing, and customer service features. It can also help manage your day-to-day operations with contact management, workflow automation, and 360-degree customer profiles. It's more affordable than most CRM systems and offers a free subscription for up to ten users.
To say Aptean CRM is a comprehensive solution is an understatement. This CRM can suit your every business need, from marketing to sales to call centers to ERP integration. While not the cheapest CRM on the market, it does eliminate the need for most other apps and integrations. You can serve your entire business from the Aptean platform.

Ease of use

To launch Agile CRM, all you need is a web browser. Once you connect your email, the platform becomes fully operational. Agile offers an abundance of automation features for customer service, sales, and marketing. Easy integration with telephony, social media, and email allows you to interact with customers from a single platform. Real-time alerts let you keep you on task and ensure you never miss a step in the sales process. As for analytics, Agile gives you many reporting options, such as sales KPIs and marketing ROI.
Aptean comes equipped with tons of DIY features. You can drag and drop your way to your perfect dashboard or marketing campaign. Workflows are also built using simple, moveable tiles and tools. You’re in charge of what your CRM tools do and how they look and function.

Support

Agile offers support via email, chat, knowledge base, and user forum. Phone support is available during regular business hours, Monday-Friday. Email support operates 24/5 and tends to be responsive. As for training, it is available in the form of webinars, workshops, video tutorials, and articles.
You can integrate Aptean CRM with their Contact Center software, for a robust all-in-one software solution. The call center suite comes with a knowledge base, call scripts, data recording, and over 30 CTI switches. You also have control over calling queues and routing. Interactive customer service dashboards ensure you have every detail about a client, from contact history to maintenance requests. You’ll always have the relevant information and documents at hand with Aptean’s 360-degree client profiles.

Who is it for?

Agile is a user-friendly and comprehensive CRM system that can boost your sales and improve business efficiency. The vendor is relatively new; as such, the developers have cherry-picked a lot of their competitors' best features while avoiding their mistakes. It is a good CRM for those who have tried and failed with other CRM vendors. Given Agile's free version of the software (for up to 10 users!), even the smallest businesses can use Agile to improve sales and daily operations. Medium-sized companies will probably require a paid version; however, plans are affordable, and Agile offers discounts on two-year contracts.
Aptean CRM is a powerhouse CRM with tools for marketing, sales, customer service, and call center functionality. You can even integrate it with the Aptean ERP software to create a single platform that spans your entire business. Whether you need a bird’s eye view of a client, department, or your business as a whole, Aptean CRM has got you covered. Performance-enhancing tools, performance metrics, and call center automation are all part of the robust feature suite.

Ease of Use

4.1

Support

4

API Access

yes

Free Trial

yes

Free Version

yes

Contact Management

yes

Molile Access

yes

Task Management

yes

Social Integration

yes

Email Marketing

yes

Analytics & Dashboard

yes

Lead Management

yes

Marketing Automation

yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison