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.
With integrated CRM, projects, billing, help desk, reporting and collaboration, WORKetc is the all-in-one cloud-based software solution to manage your growing business. WORKetc goes beyond what the average CRM can do by letting you manage and track all aspects of the entire customer lifecycle. WORK[etc] is there every step of the way -- from the initial sale through to quotes, projects, product delivery, invoicing, customer support, and that all-important follow-up sale.

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.
WORKetc eliminates silos of information to create a single source of truth for your organization. Accuracy, communication, and accountability are all enhanced in this easy to use platform. Despite the breadth of features, WORKetc subscribers report the CRM is simple to learn and use. It also has a lot of customization options, ensuring the system works with your business processes vs. forcing you to adapt to new software.

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.
It can capture customer information using live support, Web forms and email, and cases can be managed by custom priority levels and statuses. The software manages the complete customer lifecycle from lead to sales and billing and support.

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.
Our target customers are teams of 2-100 in these industries: Information Technology & MSP, Software & Web Development, Business & Management Consulting, Marketing, Advertising, PR, & Digital Marketing

Ease of Use

4.1
4.3

Support

4
4.9

API Access

yes
yes

Free Trial

yes
yes

Free Version

yes
no

Contact Management

yes
yes

Molile Access

yes
no

Task Management

yes
yes

Social Integration

yes
yes

Email Marketing

yes
yes

Analytics & Dashboard

yes
no

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