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
- Agile CRM pricing and access (Oct 27, 2026)
- CRM Software | Customer Relationship Management System | Agile CRM (Oct 25, 2026)
- Deals Tracked and Automated - Agile CRM (Oct 25, 2026)
