Agile CRM

agilecrm.com ↗

Sales deal tracks and milestone-triggered follow-up with a small free tier

SI Score
75/100
Pricing
Freemium AI reading, not confirmed
Free plan
Yes AI reading, not confirmed
Sign-up required
Required AI reading, not confirmed

Ask SI about Agile CRM

Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the Agile CRM homepage

What it does

Agile CRM connects contacts, deals, activities and sales automation. Deal tracks can have different milestones, with events triggering follow-up work. The continuing Free plan supports ten users and 1,000 contacts and companies; paid editions raise capacity.

An Agile CRM deal records an owner, value, probability and expected closing date. Different tracks can represent different processes, such as a renewal and a new sale. Moving a deal or marking it won or lost can trigger related tasks, messages or documents.

Contact capacity

Edition Contacts and companies
Free 1,000
Starter 10,000
Regular 50,000
Enterprise Unlimited

The Free edition allows ten users and includes deal milestones, tasks, documents, scheduling and lead scoring. Register through sign up to create the workspace. Paid editions have recurring per-user subscriptions.

Choose a track whose milestones describe the sale and set the next action around the actual event. That keeps opportunity progress connected to the work needed to advance it.

Strengths

  • Separate deal tracks can reflect different sales processes
  • Milestone events can connect pipeline changes with follow-up work

Watch out for

  • Free access is limited to 1,000 contacts

Best for

  • Small sales teams using different milestones for different types of deal

Sources