Agile CRM

US PRODUCT RESEARCH

Agile CRM

Agile CRM combines contact management, sales tracking and marketing workflows for small teams. Deal stages can start follow-up actions, while scoring uses rules configured by the business. It suits buyers who want several sales tools together and can work within contact and API quotas. The reviewed material does not establish generative sales AI.

Checked Oct 20, 2026 · 6 official sources · Desk research

CRM & sales

A GOOD FIT WHEN

Small sales teams combining CRM and basic marketing workflows.

Deal-triggered follow-up
Documented duplicate merging
Published API quotas

LOOK MORE CLOSELY WHEN

You need verified generative AI or enterprise forecasting controls.

Free plan caps contacts and integrations
Advanced access controls are plan-dependent
Paid billing terms need checkout verification

CATEGORY-SPECIFIC EVIDENCE

Capabilities, controls and depth.

Scores combine core capabilities and workflow depth. Full support earns full points; limited support earns half. Unverified features create a range, and paid-plan requirements are shown in the evidence. How scoring works →

CRM & sales · 28 features

26–100/100 documented fit

Core capabilities20–32 / 32 pts6/10 checks with established status

Workflow depth5.6–68 / 68 pts1/18 checks with established status

Show checksShowing fewer rows does not change the score.

CRM & sales · 28 weighted capability checks
Feature / weight	Support, evidence & points
Core capabilityContacts and relationship recordsMaintain contacts, leads or account relationships in CRM. 4 points maximum	Supported4 / 4 pts Contacts and companies. Official documentation · Oct 20, 2026Source
Core capabilityDeal or opportunity pipelineTrack deals or opportunities through sales stages. 4 points maximum	Supported4 / 4 pts Stage-based deals. Official documentation · Oct 20, 2026Source
Depth checkDuplicate record identification or mergeIdentify or merge duplicate contacts/leads while preserving usable relationship history. 5.6 points maximum Ask for a demonstration Create duplicate contacts, then show merge options and what happens to activities and associations. A scenario to run with the supplier; not a completed product test.	Supported5.6 / 5.6 pts Duplicate-contact merge. Official documentation · Oct 20, 2026Source
Depth checkStage-required fields or validationRequire selected information or apply validation before a deal enters a sales stage. 6.4 points maximum Ask for a demonstration Try to move a deal forward without required information and show the result. A scenario to run with the supplier; not a completed product test.	Not verified0–6.4 / 6.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilitySales outreach sequencesRun or coordinate a sequence of sales follow-up steps. 4 points maximum	Not verified0–4 / 4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityTriggered sales workflowsAutomate CRM tasks or updates using workflow rules. 4 points maximum	Supported4 / 4 pts Milestones trigger actions. Official documentation · Oct 20, 2026Source
Depth checkReply or event-based sequence exitStop or change outreach when a prospect replies, books a meeting or meets another documented exit condition. 5.6 points maximum Ask for a demonstration Reply to a sequence email and show whether the next scheduled step is canceled. A scenario to run with the supplier; not a completed product test.	Not verified0–5.6 / 5.6 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkConditional sales workflow branchesUse conditional branches to route different sales scenarios through different actions. 6.4 points maximum Ask for a demonstration Create two otherwise similar deals with different attributes and show different workflow outcomes. A scenario to run with the supplier; not a completed product test.	Not verified0–6.4 / 6.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilitySales and pipeline reportsReport on sales activity or pipeline performance. 3.2 points maximum	Supported3.2 / 3.2 pts Sales reports. Official documentation · Oct 20, 2026Source
Core capabilityRevenue forecastingProduce a documented revenue or deal-outcome forecast. 3.2 points maximum	Not verified0–3.2 / 3.2 pts Deal probabilities; forecast categories unverified. Not verified · Oct 20, 2026Source
Depth checkForecast categories or weighted outcomesUse probabilities, forecast categories or comparable assumptions to build a forecast. 4.8 points maximum Ask for a demonstration Change one opportunity’s probability/category and show its contribution to the forecast. A scenario to run with the supplier; not a completed product test.	Not verified0–4.8 / 4.8 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkReport drill-down or exportable recordsInspect or export the actual CRM records behind an aggregate report. 4.8 points maximum Ask for a demonstration Open one pipeline total and reconcile it with the deals or exported rows underneath. A scenario to run with the supplier; not a completed product test.	Not verified0–4.8 / 4.8 pts Report drilldown; record trace unverified. Not verified · Oct 20, 2026Source
Core capabilityCustom fields or objectsAdapt the CRM schema with custom fields, objects or modules. 2.4 points maximum	Supported2.4 / 2.4 pts Custom fields. Official documentation · Oct 20, 2026Source
Core capabilityCRM APIs or application connectionsConnect CRM data through an API or documented integration. 2.4 points maximum	Supported2.4 / 2.4 pts REST API and webhooks. Official documentation · Oct 20, 2026Source
Depth checkRecord field-change historyInspect dated changes to important CRM fields, with prior values or editor details. 3.2 points maximum Ask for a demonstration Change an opportunity value twice and show who changed it and the earlier values. A scenario to run with the supplier; not a completed product test.	Not verified0–3.2 / 3.2 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkScoped records or field permissionsRestrict CRM records or sensitive fields by team/role while retaining necessary working access. 4 points maximum Ask for a demonstration Show a representative accessing their own opportunities but not a restricted team or field. A scenario to run with the supplier; not a completed product test.	Not verified0–4 / 4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityAI sales insights or contentUse AI for scoring, forecasting, meeting intelligence or sales content. 2.4 points maximum	Not verified0–2.4 / 2.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityAI-assisted CRM or sales actionsUse AI to propose or execute a CRM update, workflow or prospecting action. 2.4 points maximum	Not verified0–2.4 / 2.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkInspect evidence behind sales AILink a sales AI insight or summary to the underlying record, meeting, email or source context. 3.2 points maximum Ask for a demonstration Open the evidence supporting an AI deal recommendation or meeting summary. A scenario to run with the supplier; not a completed product test.	Not verified0–3.2 / 3.2 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkReview or constrain AI record/outreach actionsReview AI-proposed updates/outreach, or configure bounded permissions before execution. 4 points maximum Ask for a demonstration Have AI propose an update or message and show where a person approves or constrains it. A scenario to run with the supplier; not a completed product test.	Not verified0–4 / 4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkUpdate CRM fields through a mobile AI assistantDemonstrate "Update CRM fields through a mobile AI assistant" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Update CRM fields through a mobile AI assistant" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkRead cached CRM records offlineDemonstrate "Read cached CRM records offline" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Read cached CRM records offline" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkEdit records offline and sync changesDisconnect the test phone, edit a CRM record, reconnect and verify synchronization and conflict handling. 2.5 points maximum Ask for a demonstration Disconnect the test phone, edit a CRM record, reconnect and verify synchronization and conflict handling. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkReassign a record owner from mobileDemonstrate "Reassign a record owner from mobile" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Reassign a record owner from mobile" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkCreate contacts from scanned business cardsDemonstrate "Create contacts from scanned business cards" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Create contacts from scanned business cards" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkUndo a specific bulk importDemonstrate "Undo a specific bulk import" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Undo a specific bulk import" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkDetect meeting-booking conflictsDemonstrate "Detect meeting-booking conflicts" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Detect meeting-booking conflicts" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkAttach recorded voice notes to recordsDemonstrate "Attach recorded voice notes to records" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Attach recorded voice notes to records" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source

Compare in CRM & sales →

AI CAPABILITY CHECK

What does its AI actually do?

Not independently verified

Lead scores are configurable rules, not verified predictive AI.

Official AI source

Documented capabilities

Limits to check

No verified sales assistant in reviewed documentation.

Understand the full price

Up to 10 users and 1,000 contacts. Paid advertised starting rates were not assigned a billing term without confirmation.

Billing basis: free. Unit: workspace. Currency: USD.

Verify current pricing with the vendor

Integrations and deployment

Google contacts
REST API
Webhooks

Security claims require the relevant agreement and technical evidence. This is a review of public documentation.

US buying context

English product and US contact channel.

The evidence record

Contacts and companies.

Official evidence

Stage-based deals.

Official evidence

Deal probability and closing date.

Official evidence

Milestones trigger actions.

Official evidence

Follow-up tasks.

Official evidence

Duplicate-contact merge.

Official evidence

Two-way email on Starter.

Official evidence

Custom contact fields.

Official evidence

REST API and webhooks.

Official evidence

Sales reports.

Official evidence

Report drilldown; record trace unverified.

Official evidence

Deal probabilities; forecast categories unverified.

Official evidence

User-defined lead scoring rules.

Official evidence

Predictive AI not established.

Official evidence

Enterprise access controls.

Official evidence

Source library

Research is based on documentation, not a hands-on performance test. Report a correction.

EXPLORE THE ALTERNATIVES

Keep your options open.

CRM & sales alternatives · highest documented score first.

61–100/100 documented fit

HubSpot Sales Hub

Sales Hub combines a CRM workspace, sales engagement and revenue visibility. Its value is the shared customer context across HubSpot products; the exact sales and AI package matters more than the free CRM entry point.

Good fit forTeams that want sales work connected to an existing or planned HubSpot customer platform.

See pricingper sales seat/month, plus relevant products and usage

View research

56–100/100 documented fit

Pipedrive

Pipedrive centers sales work on a visible pipeline and clear next steps. Its current tiers separate basic organization, automation, full-cycle sales tools and stronger controls, making the plan boundary important for a small team.

Good fit forSales teams that want a focused pipeline workspace with a staged path into automation.

$14.00per seat/month · billed annually

View research

53–100/100 documented fit

Salesforce Sales

Salesforce offers a configurable sales system from Starter Suite through larger Sales Cloud editions. It suits teams that need structured data, process customization and a broader platform, with implementation and packaging decisions up front.

Good fit forSales organizations with multiple processes and the resources to configure a shared revenue platform.

$25.00per user/month

View research

Plans and feature boundaries

The feature score covers the product across documented plans. This table shows package differences; it does not claim that every scored feature is included in the starting price.

Plan	Published price	Documented inclusions	Limits and conditions
Free Plan source ↗	USD 0 Free · Confirm billing unit in source	Contacts Deals Tasks	10 users; 1,000 contacts; 500 API calls/day; one integration.
Starter Plan source ↗	Confirm price Quote · Confirm billing unit in source	Two-way email	10,000 contacts; 5,000 API calls/day; three integrations. Confirm contract term and final price.
Regular Plan source ↗	Confirm price Quote · Confirm billing unit in source	Custom deal tracks Telephony	50,000 contacts; 10,000 API calls/day. Confirm billing term.