It’s almost impossible to build a competitive business these days without a solid customer relationship management (CRM) strategy.
Numerous different CRM tools on the market have evolved to meet growing demand across every industry. One of the biggest names in the business is Agile CRM, but it’s not the right fit for everyone.
These 10 best Agile CRM alternatives offer specific features and specialized tools to fit your unique business requirements, with a great option for every budget.
10 Best Agile CRM Alternatives & Competitors in 2024
Summarize this article for me pleaseWhat is Agile CRM?
Agile CRM is a popular cloud-based customer relationship management (CRM) product designed for small businesses and midsize companies.
It brings sales, marketing, and service management into a single platform. In doing so, it allows businesses to automate marketing campaigns, manage sales opportunities, and deliver better customer support. Teams use workflow automation, sales team management, and reporting tools that scale nicely with business growth.
Summarize this article for me pleaseWhat Should You Look for in Agile CRM Alternatives?
As you search for the best Agile CRM alternative for your budget and organization, think about how each of the following CRM features relates to your specific, unique business requirements:
- Sales automation: Effective Agile CRM alternatives need to offer sales automation features that are at least as robust as what’s provided by Agile CRM
- Marketing automation: Similarly, the CRM you choose should provide powerful tools to automate marketing campaigns just like Agile CRM
- Customer support: Poor customer support is a deal-breaker when you’re transitioning between CRM systems and porting over a lot of data
- Affordability: Agile CRM’s pricing is known to be competitive, and the best Agile CRM alternatives will also offer affordable pricing
- Scalability: A great alternative must scale with the needs of your business so you don’t need another solution later
- Free version: A free version or trial period lets you evaluate the software before committing, and the best free CRM software options should still grant you access to powerful Agile tools
Summarize this article for me pleaseThe 10 Best Agile CRM Alternatives to Use
We’ve put together this list of some of the top tools on the market. Use this list to narrow down your choices and quickly find a solution that works for your organization.
1. ClickUp
ClickUp is an all-in-one productivity tool that supports Agile methodologies. The Agile functionality includes a flexible task management system that adapts to popular methods like Scrum and allows complex tasks to be broken down into manageable units.
ClickUp CRM brings this agility to customer relationship management. The software makes managing client information and interactions within the same Workspace as related projects easy.
It allows you to track leads, customer requests, feedback, bug reports, and more. The Custom Fields also empower sales reps and marketing teams to store client-specific data.
The platform includes a large collection of templates to make onboarding easy. These include CRM templates, Agile templates, and templates to cover nearly every business need.
ClickUp best features
- Provides a single platform for Agile project management, sales process management, and customer support
- Real-time collaboration features enable sales teams to manage customer relationships better
- Advanced features help automate marketing campaigns and streamline sales pipelines
- Provides AI tools to help sales staff craft more compelling messages to customers
- Integrates with popular social media platforms for increased web engagement
- Provides extensive customization options to match nearly any business need or workflow
ClickUp limitations
- Some users wish the mobile app had more features
- There is a learning curve for new users as they get to know all the features
ClickUp pricing
- Free Forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
- ClickUp AI is available for purchase on all paid plans at the price of $5 per Workspace member and internal guest per month
ClickUp ratings and reviews
- G2: 4.7/5 (2,000+ reviews)
- Capterra: 4.7/5 (2,000+ reviews)
2. HubSpot CRM
HubSpot CRM is a user-friendly platform that integrates with HubSpot’s extensive product suite. Together, they provide a comprehensive marketing, sales, service, and website management solution.
The free version of their CRM provides basic features suitable for small to medium-sized businesses. HubSpot is also a good choice when scalability is a priority. Premium add-ons allow your business to increase functionality along with its needs.
HubSpot CRM best features
- All-in-one CRM that combines marketing automation, sales force automation, and customer service capabilities
- The free version lets small businesses get started with email marketing, lead management, and sales pipeline management
- Advanced marketing automation tools enable automating marketing campaigns tailored to customer behavior
- Real-time insights into sales opportunities and web visitors help businesses manage customer interactions
- Scales for growing businesses by allowing for unlimited users and unlimited contacts
- Service automation streamlines customer support to improve customer relationships further
HubSpot CRM limitations
- The free tier has limited customization options
- The reporting tools aren’t as robust as some of the other options
HubSpot CRM pricing
- Free
- Starter: $20/month
- Professional: $1,600/month
- Enterprise: $5,000/month
HubSpot CRM ratings and reviews
- G2: 4.4/5 (10,000+ reviews)
- Capterra: 4.5/5 (3,500+ reviews)
3. Zoho CRM
Zoho CRM is a part of the Zoho application suite, which offers a large list of features for businesses of all sizes. It’s well-known for its customization options. For instance, multichannel support allows your business to connect with customers via email, phone, live chat, and social media.
The CRM not only integrates with over 40 applications in the Zoho suite but also provides support for third-party integrations.
Zoho CRM best features
- Provides a comprehensive feature set for sales automation and customer relationship management
- Advanced marketing automation to manage customer interactions and automate marketing campaigns
- Supports multiple pipelines for sales process management
- Real-time analytics provide sales teams with actionable insights into the sales funnel
- Integrates with social media to engage with and track potential customers across sales channels
Zoho CRM limitations
- The user interface may feel outdated compared to alternatives
- Some integrations may be difficult to set up
Zoho CRM pricing
- Free
- Standard: $14/month per user
- Professional: $23/month per user
- Enterprise: $40/month per user
- Ultimate: $52/month per user
Zoho CRM ratings and reviews
- G2: 4.0/5 (2,000+ reviews)
- Capterra: 4.3/5 (6,000+ reviews)
4. EngageBay
EngageBay integrates marketing, sales, and service functionality into its CRM. The software is designed primarily for small businesses and startups, providing them with a powerful but easy-to-use solution that helps them begin exploring the benefits a good CRM provides.
Its features include email marketing, lead generation, and customer service functionality, so you get an all-in-one solution for customer relationship management essentials.
EngageBay best features
- Provides a single platform to manage customer interactions, sales operations, and marketing processes
- Offers advanced marketing automation tools for managing sales pipelines and automating marketing campaigns
- Sales automation features help sales teams schedule appointments and track sales opportunities more easily
- Lead management tools capture and nurture leads from web forms or other web engagement points
- Email marketing features allow for personalized client communication
EngageBay limitations
- Users have reported occasional glitches that disrupt workflows
- The mobile app isn’t as functional as the desktop version
EngageBay pricing
- Free
- Basic: $11.04/month per user
- Growth: $42.49/month per user
- Pro: $67.99/month per user
EngageBay ratings and reviews
- G2: 4.6/5 (200+ reviews)
- Capterra: 4.7/5 (550+ reviews)
5. Bitrix24
Bitrix24 combines CRM, project management, and website building into one platform. It’s known for features that enable and encourage collaboration within teams. It has tools for communication, task management, and CRM, allowing it to serve a wide range of business needs.
Through this extensive set of features, Bitrix24 provides a holistic view of the company’s operations.
Bitrix24 best features
- Offers sales team collaboration, project management, and customer relationship management in a single platform
- Has Kanban boards for multiple sales pipelines to create easier sales pipeline management across the whole company
- Marketing automation features make it easier to design complex marketing campaigns
- Real-time communication tools, including chat and video conferencing, help sales teams and customer support teams
- Workflow automation streamlines business operations and sales processes
Bitrix24 limitations
- Small businesses may find the software to be more complex than they need
- Some users report needing to spend significant time onboarding to the platform due to its complexity
Bitrix24 pricing
- Free
- Basic: $49/month for five users
- Standard: $99/month for 50 users
- Professional: $199/month for 100 users
- Enterprise: $399/month for 250 users
Bitrix24 ratings and reviews
- G2: 4.1/5 (500+ reviews)
- Capterra: 4.2/5 (750+ reviews)
6. Keap
Formerly known as Infusionsoft, Keap is a CRM and marketing automation platform designed for small businesses that are looking to grow. It offers client management, email marketing, and e-commerce functionalities.
These services are enhanced by Keap’s robust automation features, which help further streamline customer interactions. You can automate everything from customer follow-ups to customer payment processes, saving time for busy entrepreneurs and small teams.
Keap best features
- Provides extensive sales and marketing automation features for businesses of all sizes
- CRM tools improve customer support by tracking customer interactions and history
- Intuitive sales pipeline management tools help sales reps prioritize and manage deals
- Email marketing and web forms improve lead capture and nurturing
- Advanced features for automating marketing campaigns save business time and money
Keap limitations
- The comprehensive feature set comes with a steep learning curve
- The campaign builder is not as intuitive as some customers would like
Keap pricing
- Pro: $199/month
- Max: $289/month
- Ultimate: $349/month
Keap ratings and reviews
- G2: 4.2/5 (1,400+ reviews)
- Capterra: 4.1/5 (1,200+ reviews)
7. Salesforce Sales Cloud
Salesforce Sales Cloud is part of the larger Salesforce platform, which is one of the most widely recognized Agile CRM alternatives on the market. The platform is known for its scalability, large ecosystem, and highly customizable nature.
It’s designed to manage the sales process, including all customer interactions. Users also benefit from extensive business analytics powered by advanced AI capabilities for improved insights.
Salesforce Sales Cloud best features
- Provides a robust CRM system for effectively managing customer relationships
- Advanced marketing automation and sales automation tools help to create better marketing campaigns
- Real-time analytics provide sales teams with insights for improved management of sales pipelines
- Advanced features support complex sales processes and business operations
- Integrates seamlessly with popular social media platforms to fit a variety of marketing sales strategies
Salesforce Sales Cloud limitations
- The cost adds up quickly when adding multiple customizations and additional modules
- This software is complex and may overwhelm new users
Salesforce Sales Cloud pricing
- Starter: $25/month per user
- Professional: $80/month per user
- Enterprise: $165/month per user
- Unlimited: $330/month per user
- Unlimited+: $500/month per user
Salesforce Sales Cloud ratings and reviews
- G2: 4.3/5 (18,000+ reviews)
- Capterra: 4.4/5 (17,000+ reviews)
8. Pipedrive
Pipedrive is a CRM platform that focuses primarily on sales management. It helps small to medium-sized businesses keep track of their sales processes.
The platform strongly emphasizes simplicity and usability, making it a popular choice for users starting with a CRM. For example, the visual pipeline management interface gives you an at-a-glance view of all your various deals and their statuses.
Pipedrive best features
- User-friendly CRM software improves sales pipeline management and optimizes the sales process
- Real-time visibility into the sales funnels enables sales reps to manage their sales opportunities better
- Reduces administrative burden on sales teams with advanced automation capabilities
- Email marketing helps nurture leads and effectively communicate with potential customers
- Offers an intuitive interface for managing multiple sales pipelines, making it ideal for large sales operations
- Workflow automations helps businesses manage their sales marketing efforts
Pipedrive limitations
- Some users with complex sales processes wanted more features
- The reporting features aren’t as robust as some customers would like
Pipedrive pricing
- Essential: $14.90/month
- Advanced: $27.90/month
- Professional: $49.90/month
- Power: $64.90/month
- Enterprise: $99/month
Pipedrive ratings and reviews
- G2: 4.2/5 (1,500+ reviews)
- Capterra: 4.5/5 (2,500+ reviews)
9. Freshworks CRM
Freshworks CRM, formerly known as Freshsales, is a user-friendly but powerful CRM that combines sales and marketing automation. Known for its ease of use and clean interface, Freshworks is a popular addition to the Freshworks suite of products (which it integrates flawlessly with).
Together, these tools provide an accessible but comprehensive set of tools for businesses. Business users can develop a strategic plan and implement it on one platform.
Freshworks CRM best features
- Combines sales CRM and marketing automation for a comprehensive customer relationship management solution
- Visual sales pipelines and automation capabilities make sales pipeline management much easier
- Real-time analytics help sales teams better understand customer behavior to optimize their sales strategies
- Email marketing tools enhance marketing campaigns and lead management
Freshworks CRM limitations
- Limited customization options compared to some other CRM solutions
- Some users find certain third-party integrations clunky and confusing
Freshworks CRM pricing
- Free (for up to three users)
- Growth: $15/month per user
- Pro: $39/month per user
- Enterprise: $69/month per user
Freshworks CRM ratings and reviews
- G2: 4.5/5 (7,000+ reviews)
- Capterra: 4.5/5 (3,000+ reviews)
10. Nutshell
Nutshell is a CRM and email marketing platform geared toward small businesses that need a straightforward and effective solution for managing customer relationships. It offers sales process automation, pipeline management, and performance tracking tools.
A standout advantage of the platform is its ease of use. It allows sales teams to get up and running quickly with only minimal training.
Nutshell best features
- Provides a straightforward CRM solution with sales automation features
- Sales pipeline management tools provide clear visualization of sales processes
- Email marketing tools allow for personalized campaigns and better lead management
- Real-time tracking of sales opportunities helps sales teams act quickly and efficiently
- Automation capabilities streamline sales operations and reduce the time spent on repetitive tasks
- User-friendly interface ensures a smooth adoption curve for sales reps
Nutshell limitations
- Some reviewers would like to see more extensive reporting tools
- The mobile app isn’t as feature-rich as the desktop version
Nutshell pricing
- Foundation: $16/month per user
- Pro: $42/month per user
- Power AI: $52/month per user
- Enterprise: $67/month per user
Nutshell ratings and reviews
- G2: 4.2/5 (850+ reviews)
- Capterra: 4.3/5 (400+ reviews)
Summarize this article for me pleaseStart Your Journey to Better Customer Relationship Management
A good CRM is one of the best investments you can make in your business. Customer relationships make or break your company, so any tools to improve these relationships will give you a competitive edge.
As one of the top Agile CRM alternatives, ClickUp paves the way for excellent customer relationship management and extensive productivity features that will streamline every area of your business.
Ready to revolutionize your workflow? Try ClickUp for free today and discover seamless customer relationship management alongside powerful productivity features.
Everything you need to stay organized and get work done.
