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.
Keap has been around for a couple of decades, though you may know them by their previous incarnation, Infusionsoft. With twenty years under their belt, the CRM provides best-in-class sales and marketing tools, winning G2's award for best marketing automation. Keap currently provides three SaaS platforms, each with different levels of functionality, support, and cost. It is one of the pricier CRMs we have reviewed; however, many users find it well worth the price given the ease of use combined with powerful functionality.

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.
Keap was created to help small businesses achieve long-term growth. With its centralized automation, lead management, and campaign creation tools, Keap serves as a link between sales and marketing departments. Keap's strategies are ideal for sales and marketing executives who want to improve their organization's productivity, align sales and marketing teams, and improve customer relationships.

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.
Keap fits its numerous features into a user-friendly interface with intuitive navigation. Setting up integrations is a breeze. And the reporting and analytics tools make it simple to drill down into various metrics, including sales member performance, marketing ROI, and a variety of other metrics. Best of all, powerful automations can link both sales and marketing processes. Even complex multi-step automation is easy to make using the drag and drop tools. Keap provides a large number of onboarding tools to assist you, including a mandatory onboarding process which comes at an added cost of US$ 499. There are also detailed guides on using the CRM for your specific goals and video chats with Keap's marketing experts.

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.
Keap's tech support includes the standard features you'd expect from a SaaS provider, such as a comprehensive knowledge base, help center, and user community, as well as extra online training and webinars for troubleshooting problems and learning how to get the most out of the platform. In addition, Keap provides one-on-one coaching during the onboarding process. Chat support is available 24/7, while phone support is during regular business hours. Keap also offers an "Ask the Community" feature.

Ease of Use

4.1
3.5

Support

4
4

API Access

yes
yes

Free Trial

yes
yes

Free Version

yes
no

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
no

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
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

Still have some doubts?