SharpSpring is a powerful yet user-friendly marketing automation and CRM platform that caters to the needs of small to mid-sized businesses. As an all-in-one solution, it offers a solid set of features, including lead management, email marketing, social media management, and a built-in CRM at no extra cost.

SharpSpring's key strength lies in its intuitive interface, which makes it easy to create complex automation workflows without requiring extensive technical knowledge. The visual campaign builder allows marketers to design multi-step campaigns with ease, while the opportunity management and task tracking features enable sales teams to stay on top of their pipeline.

However, SharpSpring is not without its drawbacks. Some users have reported occasional glitches and slower performance compared to other platforms. Additionally, while the feature set is comprehensive, it may not be as advanced as some enterprise-level solutions. Despite these minor shortcomings, SharpSpring remains a solid choice for businesses seeking an integrated marketing automation tool with CRM features.

Sharpspring core capabilties

SharpSpring packs a powerful punch when it comes to its core CRM capabilities. At the heart of its CRM functionality is robust lead management. The platform allows you to track, score, qualify, and convert leads, giving you a 360-degree view of your prospects' journey.

A standout feature is SharpSpring's ability to de-anonymize website visitors and track their behavior, enabling deep personalization. You can tailor experiences to each lead contextually based on their interests and actions.

The CRM also excels at email management, with tools to build custom emails and automate personalized outreach at scale. You can set up targeted campaigns triggered by specific lead behaviors or statuses.

For lead capture, SharpSpring provides flexible form and landing page builders. These allow you to craft custom assets that feed prospects' information directly into the CRM. Progressive profiling helps gradually build out lead profiles over time.

I'm impressed by how SharpSpring has seamlessly integrated core CRM functionality with its marketing automation capabilities. Having both in a single platform streamlines operations and aligns sales and marketing, which is great for tightly-knit startups.

However, some long-term users indicate that it may lack a few of the more advanced features you'd find in a standalone system. For many small or midsize companies, though, SharpSpring's CRM will be more than sufficient for their use case.

Overall, SharpSpring delivers on the CRM essentials — lead management, email outreach, and custom form capture — while surrounding them with strong marketing automation. This combination makes it a compelling central revenue platform for SMBs.

How easy is Sharpspring CRM to use?

SharpSpring's user interface aims to simplify navigation and reduce the learning curve for new users. Key customization options allow the platform to adapt to various business needs and use cases.

I found SharpSpring's visual campaign builder to be very intuitive once you get oriented. However, for non-marketers or those new to marketing automation, the workflow may be a bit overwhelming at first. SharpSpring does provide an excellent knowledge base to help users get up to speed, though.

SharpSpring's onboarding is one of its standout features. You get paired with an Onboarding Specialist who guides you through training over your first 60 days. The process starts with goal-setting and expectation-setting calls. Then you move into the thick of it with platform setup, data and system integration, as well as instance configuration.

After that, SharpSpring offers a menu of 30-60 minute training sessions on key platform capabilities that can be mixed, matched, and ordered to your needs. Topics include the CRM, marketing campaigns, landing pages, forms, automation, analytics, and more.

So while the workflow UI might not be immediately intuitive for all, SharpSpring compensates with strong training and onboarding. With guidance from the onboarding team, most users seem to gain proficiency within the first couple of months.

A potential downside is the flip side of customization; it may take more time to configure the platform to your needs than a more standardized tool. But if you want that flexibility and are willing to invest some upfront effort, it pays off in the long run.

Overall, I give SharpSpring high marks for its user interface, training resources, and customization options to fit diverse business cases. With a bit of time to orient and personalized onboarding, new users can harness its power.

SharpSpring integrations

SharpSpring offers a robust set of integration options to connect it with other business applications and extend its functionality. The CRM integrates with a wide variety of popular apps out of the box through its App Marketplace. Here you can find connectors for marketing tools like Facebook Lead Ads, Unbounce, Eventbrite, SurveyMonkey, and more.

I found the integration with Unbounce particularly useful, as it allows marketing leads captured on Unbounce landing pages to automatically sync into SharpSpring for follow-up. The Facebook Lead Ads integration is also handy for pulling in leads generated from social media campaigns.

For more custom integrations, SharpSpring supports popular automation platforms Zapier and Make (formerly Integromat). With these iPaaS (integration platform as a service) tools, you can connect SharpSpring to over 1000 other apps without needing to write any code. I was able to use Zapier to set up an integration that sends new leads from my website's contact form directly into SharpSpring, then creates tasks for a hypothetical sales team to reach out to.

SharpSpring also provides a full-featured REST API that allows developers to integrate the CRM with any other system. The API documentation is comprehensive, and the platform uses standard OAuth 2.0 authentication. Advanced users suggest that the API is relatively straightforward to work with when building a custom integration.

One thing I would like to see is more granular user permissions around integrations. Currently, any user can set up an integration, which could potentially lead to data being unintentionally exposed. It would be nice to have admin-level controls over what integrations and connected apps each user can access.

But in the end, SharpSpring's integration capabilities are quite strong. The combination of pre-built app connectors, iPaaS support, and a robust API means the platform can fit into most any tech stack. And based on my experience, the integrations are stable, and the data syncing between systems is reliable. SharpSpring has clearly put a lot of thought into making its CRM as extensible as possible.

How good is SharpSpring customer support?

SharpSpring provides a robust customer support experience for its CRM users. They offer a variety of channels to get help, including phone, email, and live chat support. Live chat is especially responsive and helpful for getting quick answers to questions.

The company also has a well-organized knowledge base with tutorials, training resources, and FAQs to help users self-serve and troubleshoot issues on their own. The articles are clear and include helpful screenshots. There's a handy search feature to find relevant content quickly.

However, SharpSpring could improve a few areas of its support. First, the live support channels are not 24/7 - you can generally only get real-time help during extended business hours. Off hours, you have to rely on their ticket system and wait for a response.

But, while many customers rave about the quality and friendliness of the support, some reviews mention that the first response time can occasionally be a bit slow, and complex issues may require some back and forth to fully resolve. SharpSpring doesn't publish official response time averages that I could find.

SharpSpring pricing and plans

SharpSpring offers a simple and straightforward pricing model based on the number of contacts in your database. Their plans start at $449 per month for up to 1,000 contacts, scaling up to $999 per month for 10,000 contacts and $1,449 per month for 20,000 contacts.

One appealing aspect of SharpSpring's pricing is that all plans include unlimited users, support, training, and a dedicated onboarding specialist at no extra cost. This provides great value for growing teams that need multiple logins without incurring additional per-user fees.

SharpSpring's pricing is all-inclusive with no hidden charges or add-ons required to access advanced features. Every plan gives you its complete suite of sales and marketing automation tools. However, annual contracts are required to get the advertised monthly rates; otherwise, the month-to-month pricing is a bit higher. SharpSpring also does not publish the month-to-month costs, so you'll need to contact sales for a quote if you don't want an annual commitment.

For larger enterprises with over 20,000 contacts, SharpSpring offers custom plans tailored to your needs and scale. Again, you'll have to get in touch with their team for a personalized price quote.

While not as cheap as some entry-level CRMs, I think SharpSpring provides a good balance of robust features and affordable, predictable pricing that can scale with your business. The lack of extra charges for basics like additional users and customer support is a big plus.

But a huge downside is the lack of a free plan for solo entrepreneurs and small businesses to get started. There's also no pricing information for their month-to-month plans or enterprise tiers. More transparency would be nice.

But overall, SharpSpring's cost is reasonable for the functionality you get, especially with the generous allotments for users and support on all plans.

SharpSpring CRM review: Summary

SharpSpring is a solid, intuitive, and easy-to-use CRM solution that provides good value for small to mid-sized businesses and marketing agencies. The platform offers a robust set of features, including lead management, email marketing, social media management, and a built-in CRM at an affordable price point compared to some competitors.

Its intuitive visual campaign builder is a key selling point, which makes it easy to design multi-step automation workflows for marketing and sales. CRM functionality, while relatively limited, is also well-integrated, enabling a seamless handoff between marketing and sales.

However, SharpSpring is not without some shortcomings. While the core feature set is solid, it may fall short for companies with very advanced sales automation needs. Some users have also reported occasional performance issues and bugs.

Salesmate is an increasingly popular CRM platform that aims to streamline and automate the sales process for businesses of all sizes. It offers an impressive array of features, with a particular focus on advanced sales automation capabilities.

A few standout features include a 360-degree contact management system to easily capture, enrich, and track leads, customizable sales pipelines and workflows, and robust email marketing tools. The automation journeys are especially powerful, allowing you to personalize customer experiences and almost completely automate the journey from lead to sale.

That said, Salesmate does have some drawbacks. It's not the most affordable CRM out there, with pricing that increases based on the number of contacts. The advanced features, while very capable, can also mean a steeper learning curve for new users. And customer support is limited on most plans. But overall, Salesmate is a compelling modern CRM for sales teams that want to leverage automation.

Salesmate core capabilties

Salesmate packs a punch when it comes to must-have CRM capabilities. At its core, it offers robust contact management that allows you to track all interactions and activities with leads and customers in one centralized database. You can easily import contacts from various sources, enrich the data, and segment them using smart views and filters for targeted outreach.

The visual sales pipeline builder is intuitive and flexible, letting you create multiple pipelines with customized stages to match your unique sales process. As deals progress through the stages, you gain visibility into the health of your pipeline.

Sales forecasting is especially good. Reps can predict their numbers based on the likelihood of deals closing, giving management more accurate revenue projections. The built-in performance analytics are also impressive, with the ability to slice and dice data using different filters to generate insightful reports and dashboards.

Salesmate doesn't skimp on productivity boosters either. You can automate routine tasks like sending follow-up emails, setting reminders, and updating fields. Plus, the mobile app with offline access keeps road warriors in the loop at all times.

Where Salesmate really shines is its AI assistant called Sandy. You can delegate admin work to Sandy via voice or chat commands - from scheduling meetings to logging notes and follow-ups. This frees up significant time for reps to focus on selling.

The platform also ventures beyond typical CRM functionality with its marketing automation tools. You can build email campaigns, design landing pages, and create multi-step journeys to nurture leads.

Other thoughtful features include website live chat, chatbots for 24/7 lead capture and support, and a drag-and-drop newsletter builder. All these allow businesses to engage customers across channels without relying on separate point solutions.

Salesmate is an extremely well-rounded CRM that can streamline sales operations for small and midsize companies. By bringing sales, marketing, and service into a single platform, it eliminates data silos and fosters seamless collaboration. While not as complex as enterprise systems, Salesmate offers just the right mix of core and innovative features to drive productivity and revenue growth.

How easy is Salesmate CRM to use?

Salesmate's clean and modern design makes navigating the platform a breeze, even for those new to CRMs. The customizable pipelines allow users to tailor their sales processes to their specific needs, ensuring efficient lead management and minimizing the learning curve.

Salesmate also offers robust accessibility features, such as built-in email tracking, which provides valuable insights into email interactions and enables prompt follow-up actions. The integration options are another highlight, allowing seamless connection with various third-party tools and applications, streamlining workflows, and enhancing productivity.

In my experience, Salesmate's onboarding process is smooth and straightforward, with a variety of helpful resources available, including video tutorials, webinars, and a comprehensive knowledge base. The company also provides excellent customer support, with responsive and knowledgeable representatives ready to assist users at any stage of their journey.

One particularly impressive aspect of Salesmate is the ease with which users can set up web forms to capture lead information. The process is simple and intuitive, requiring no technical expertise. This feature alone can save businesses countless hours and help them focus on what matters most – engaging with prospects and closing deals.

While the platform offers a wide range of customization options, some users might find the level of granularity a bit overwhelming at first. However, the platform's well-organized settings and clear documentation make it easy to navigate these options and tailor the CRM to specific business requirements.

Overall, Salesmate's commitment to user experience shines through in its thoughtfully designed interface, accessible features, and comprehensive support resources. With a relatively short learning curve and powerful tools at their fingertips, users can quickly become proficient in leveraging Salesmate to streamline their sales processes and drive business growth.

Salesmate integrations

Salesmate CRM offers an impressive array of pre-built integrations and connectors that allow it to seamlessly integrate with many popular business applications. The platform has native integrations with Gmail, Google Drive, Google Meet, Microsoft 365, Slack, ActiveCampaign, AWeber, BigCommerce, DocuSign, Dialpad, QuickBooks, and over 700 other apps through Zapier.

I was pleased to see that Salesmate provides a clean and well-documented API that enables developers to build custom integrations. The API allows access to core CRM data and functions like accounts, contacts, deals, activities, and more. This opens up a lot of possibilities for businesses to connect Salesmate with their existing tech stack.

For non-developers, Salesmate's integration with Zapier is a big plus. Zapier acts as a bridge, letting you connect Salesmate with thousands of the most popular apps without writing any code. You can set up automated workflows to sync data, trigger notifications, and more. Having tested a couple of Zaps myself, I can say the process is quite intuitive.

Another standout integration is with Integrately, a no-code integration platform. Integrately provides a visual interface to create complex automated processes spanning multiple apps. So you can use it to deeply embed Salesmate into your workflows without relying on developers.

In my experience, the pre-built integrations work smoothly and reliably. I didn't encounter any issues with data syncing or app connectivity. Salesmate's UI for configuring integrations is also clean and user-friendly.

One minor drawback is that compared to some other CRMs, Salesmate has a smaller number of pre-built integrations. However, the critical ones for sales and marketing are well covered. And you can always build a custom integration using the API when needed.

How good is Salesmate customer support?

In terms of customer support, I found that Salesmate provides a few key channels for users to get help. They offer 24/5 email support for all plans, with live chat also available for those who prefer the written medium.

A ticketing system allows customers to track the real-time status and progress of their support issues via both live chat and email. This gives users more visibility into how their problems are being handled.

Salesmate also provides some self-service support options. They have a knowledge base with guides and tutorials. An official user community is also available, but with most posts over a year old, the forum sees little activity.

As for the quality and responsiveness of their support, user reviews are generally positive. Several reviewers praised the helpfulness of the support team. That said, the lack of twenty-four-hour availability on weekends, even on higher plans, is a bit disappointing.

Salesmate pricing and plans

When it comes to CRM pricing, Salesmate takes a straightforward approach with four tiers to choose from. The Basic plan at $23/user/month provides essential contact and deal management features. For more advanced functionality like automation and bulk emails, the Pro plan at $39/user/month is a good bet.

Growing teams that need custom dashboards and reports can opt for the Business plan at $63/user/month. Enterprise-level pricing is also available for those needing a tailored solution.

One aspect of Salesmate's pricing that caught my attention is the built-in phone and SMS rates. You can get local or toll-free numbers starting at just $1.10 per month and purchase credits as needed for calls and texts. Having these communication tools integrated into the CRM at a reasonable cost is definitely a plus.

Before committing to a plan, Salesmate offers a 15-day free trial with full access to all features and no credit card required. I appreciate that they allow you to really put the system through its paces without limitations during the trial period. And if 15 days isn't quite enough, you can request an extension to keep evaluating.

While the pricing is generally competitive, it's worth noting a couple of things. Upgrading to a higher-tier plan will apply any unused prepaid fees to the new plan, but there are no refunds for unused accounts, partial use, or early termination. And only annual subscriptions over $500 are eligible for bank transfer payments; otherwise, it's credit card only.

But I feel Salesmate's pricing model is mostly fair and flexible enough to accommodate a variety of business needs. The monthly and annual billing options, affordable communication add-ons, and commitment-free trial are all points in its favor from a value perspective. Just be sure to carefully review the terms around upgrades and refunds to avoid any billing surprises down the line.

Salesmate CRM review: Summary

After testing SalesMate, reading its user reviews, and analyzing its pricing and documentation, I've found it to be a very capable and well-rounded CRM solution, particularly for small to midsize sales teams.

A key strength is its intuitive interface and short learning curve. Even novices can get up and running quickly. I was impressed with the visual deal pipeline, which makes it easy to track opportunities across stages. The built-in calling, power dialer, and SMS features are also standouts, enabling reps to communicate with leads without leaving the CRM.

SalesMate really shines when it comes to sales automation. You can automate lead assignment, task creation, follow-up emails, and more based on triggers. The system also ventures beyond pure CRM with basic marketing tools like email campaigns and web forms. This can help small teams streamline their tech stack.

That said, SalesMate does have some limitations. Several users noted the lack of more advanced marketing automation features you'd find in HubSpot or ActiveCampaign. Some also mentioned occasional email syncing issues. And while SalesMate offers a good set of integrations, the marketplace is smaller compared to giants like Salesforce.

HoneyBook is a comprehensive client management platform that helps small businesses streamline their operations. It combines the functionality of a CRM with invoicing, contract management, scheduling, and more into one easy-to-use package.

The CRM platform is designed to handle the full client lifecycle, from initial contact through project completion and payment. You can manage all client communication, share files and proposals, get contracts signed, send invoices, and collect payments without leaving HoneyBook.

Where this CRM really shines is its powerful automation features. You can set up customized workflows to automatically move projects forward, send reminders, and follow up with clients. This allows small teams to operate efficiently and stay on top of all their client relationships.

HoneyBook CRM core capabilities

HoneyBook is an accounting tool with a basic CRM, designed to enhance business operations for small businesses and solo entrepreneurs. It offers essential CRM functions like contact management, an intuitive sales pipeline, and automated workflows to reduce manual tasks.

HoneyBook also offers user-friendly contact forms, which effortlessly capture lead information and create new contacts and projects in your pipeline. Plus, it provides tools for important administrative tasks such as invoicing, contracts, and scheduling.

Its interactive smart files let you combine actions like service selection, contracts, and invoicing for a smooth client experience. Automated payment reminders help ensure timely payments. You can create professional invoices, set custom payment plans, and collect payments online through credit card or bank transfer—all within HoneyBook.

Legally vetted contract templates are customizable with project details, pricing, and e-signature options. Scheduling is managed through a personalized client portal that syncs with your Google or iCloud calendar, preventing double-bookings. All client communications are organized within the relevant project for easy reference.

While not as advanced as specialized solutions, HoneyBook offers basic tools for tracking performance insights. You can monitor key metrics like conversion rates, project value, and payment status. However, I hope that future updates will enhance the reporting functionality with more CRM-specific KPIs.

But, HoneyBook focuses primarily on client projects. It lacks traditional CRM features such as lead scoring, opportunity tracking, territory management, or sales forecasting. However, for service-based businesses, HoneyBook's workflow is ideal for managing client engagements from start to finish.

I’m also impressed by HoneyBook's mobile apps for iOS and Android, which provide full functionality for working on the go. You can send invoices, receive payments, and manage projects from anywhere. Desktop users will benefit from Gmail and Calendly integrations.

How easy is HoneyBook CRM to use?

HoneyBook provides an intuitive and user-friendly interface that makes it easy to get up and running quickly, even for those without prior experience using a CRM. The clean, modern design is simple to navigate, with features logically organized in the left sidebar and settings accessible from the top menu.

To help new users get started, HoneyBook offers a helpful 30-minute Quick Start onboarding session that covers the key areas to focus on for setting up your account. There are also on-demand video courses available with over 50 step-by-step lessons.

I really like how the drag-and-drop pipeline tool makes it a breeze to customize your sales stages and client flow. You can easily create custom contact fields, email templates, questionnaires and contracts to streamline your processes. The visual pipeline view provides a great snapshot of where each lead/client is at.

HoneyBook also provides strong accessibility options, including a high contrast mode and the ability to navigate most of the interface using just a keyboard. The forms and client portal are mobile-responsive and look great on smaller screens.

While the breadth of features may seem overwhelming at first, most users report feeling comfortable with the core functionality after just a few hours of exploring and watching tutorials. The average time to get fully up and running seems to be around 2-4 weeks, factoring in time to thoughtfully configure your account, import data, and test your workflows.

Overall, HoneyBook is one of the most user-friendly CRM options I've come across for small businesses and freelancers. The modern design, strong customization options, and well-produced help resources make it accessible to a wide range of tech comfort levels. While it may take a few weeks to fully optimize your account, the core features can be learned in a matter of days, enabling you to start seeing the benefits quickly.

HoneyBook CRM integrations

When it comes to integrations, HoneyBook offers a solid set of capabilities that allow it to connect with the other tools small businesses rely on.

The CRM provides several pre-built integrations out of the box, including ones for QuickBooks accounting, Gmail for email, Calendly for scheduling, Facebook, and the popular automation platform Zapier. These native integrations make it easy to sync data and automate workflows between HoneyBook and these key external systems.

For custom integrations, HoneyBook also provides a full-fledged API. Developers can use the API to build integrations that allow reading and writing data between HoneyBook and virtually any other application. The company provides comprehensive API documentation and code samples to help with the integration process.

In testing out some of HoneyBook's built-in integrations, I found the data syncing between apps to be fast and reliable overall. Connecting a new app is also a straightforward process from the integrations settings page.

One potential downside is that, while HoneyBook offers a Zapier integration, it does not appear to directly integrate with some other popular iPaaS (Integration Platform as a Service) vendors like Make. However, Zapier alone enables support for thousands of integrations.

HoneyBook also provides some nice features to make managing integrations easier for non-technical users. The ability to retrieve your API key and manage 3rd-party app connections from the integrations dashboard is convenient.

Overall, HoneyBook covers the bases well in terms of supporting integrations. The combination of key direct app integrations, Zapier support, and a full API provides ample options for connecting data and workflows with external tools. While a few more iPaaS integrations would be nice to see, HoneyBook still offers solid capabilities for most small business integration needs.

How good is HoneyBook CRM support?

When it comes to customer support, HoneyBook has received mixed reviews.

The company offers live chat and email support channels, but does not provide phone support, which some customers find frustrating. Response times can vary, with some users reporting prompt and helpful replies while others have experienced delays of hours or even days to hear back, especially on weekends.

On the plus side, many users praise the friendliness and attentiveness of HoneyBook's support team when they are able to connect. The live chat tends to be the quickest way to get answers. I also found out that HoneyBook provides a fairly robust library of self-service resources, including a searchable knowledge base, tutorials, and webinars to help users troubleshoot issues on their own.

However, the quality and consistency of live support seem to be hit or miss. In my research, I came across a number of complaints about "pass-the-buck" responses and difficulty getting timely help with urgent problems. One reviewer even called it the "worst customer experience ever." Yet others rave about how HoneyBook's excellent support has made their lives easier.

Overall, HoneyBook appears to be working to provide solid customer service, with a capable and caring support staff. But the lack of live phone support and inconsistent response times are definite drawbacks compared to some other CRMs. The company could improve by expanding real-time support options and ensuring more reliable follow-up.

For many satisfied HoneyBook users, the support is good enough, and the product's benefits outweigh any frustrations. But if reliable and always-available customer service is a top priority for your business, it's worth carefully evaluating the support limitations before committing to the platform.

HoneyBook CRM pricing and plans

HoneyBook offers three main pricing plans to fit the needs and budget of different types of businesses. The Starter plan at $16 per month, billed annually, provides the core CRM features like unlimited clients and projects, invoicing, contracts, and a client portal. This is a great entry-level option for solopreneurs just getting started with a CRM system.

For growing businesses that need more advanced features, the Essentials plan at $32 per month (billed annually) adds a lot of valuable capabilities. Automated workflows, scheduling, QuickBooks integration, and support for up to 2 team members can really streamline operations. Plus you can remove HoneyBook branding and access more robust reporting.

Larger teams will appreciate the Premium plan at $66 per month annually. It supports unlimited team members for collaboration and includes priority support, the ability to manage multiple company accounts, an onboarding specialist, and advanced reporting features.

You can start with a 7-day free trial to test out if the platform is a good fit before committing. While this is still less than the industry standard, having a free trial at all is a welcome feature that new users will appreciate.

Across all plans, you'll pay less on a monthly basis by choosing annual billing, which effectively gets you two months free compared to the month-to-month prices. Keep in mind the listed prices don't include applicable sales tax. But overall, HoneyBook's pricing is very competitive and transparent, without a lot of confusing add-ons or upcharges that some other vendors tack on.

My take is that HoneyBook provides a lot of value for the cost, especially for small businesses and self-employed professionals looking for an intuitive all-in-one system to manage their clients and business. While it may lack some of the deeper customization of pricier CRMs, the thoughtful feature set and interface you get for the price make it a compelling option in my book.

HoneyBook CRM review: Final verdict

After thoroughly evaluating HoneyBook, I've found it to be an excellent all-in-one CRM solution for small service-based businesses, freelancers, and independent professionals. The platform shines in its ability to streamline the entire client lifecycle, from initial contact to invoicing and payment.

HoneyBook's intuitive interface and robust feature set make it accessible to entrepreneurs and small teams without extensive technical expertise. The visual sales pipeline, customizable contact forms, and automated workflows allow users to efficiently manage and track all of their projects and client communication in one centralized hub.

I'm particularly impressed with HoneyBook's seamless integration of invoicing, contracts, and scheduling tools alongside traditional CRM functionality. The ability to handle essential administrative tasks like securing signatures and collecting payments without leaving the platform is a major benefit for busy small business owners and freelancers.

While larger enterprises with complex sales cycles may require more advanced CRM capabilities, HoneyBook is perfectly suited for small service providers looking for an affordable, user-friendly system to nurture leads and manage client engagements from start to finish.

Launched in 2013, Agile CRM is a comprehensive platform built for small and medium-sized businesses. By combining sales, marketing, and customer service into one integrated system, it aims to simplify operations and boost efficiency across various business processes.

When I first looked at Agile CRM, I was struck by its affordability and the range of features it offers. The CRM platform provides a free plan that supports up to 10 users, which is more generous than many of its competitors in the small business space.

However, as I dug deeper into Agile CRM's capabilities, I found that its user interface and overall user experience could be seriously improved. While the platform offers a lot of features, it's not always easy to find what you need, and the experience can feel a bit clunky compared to established CRMs.

Agile CRM core capabilities

Agile CRM offers a complete set of core capabilities that cover the essential functions of customer relationship management. I found the contact profiles to be quite detailed, allowing me to store and organize a wealth of information about customers and prospects. 360-degree contact views provide a holistic picture of each relationship, including communication history, deals, tasks, and more.

When you're managing leads, Agile CRM includes a lead scoring feature that automatically rates contacts based on their interactions and attributes, helping prioritize follow-ups. I appreciate the ability to create custom deal milestones and stages to match my specific sales process. The visual pipeline view makes it easy to drag and drop deals between stages and get a quick overview of the sales funnel.

I can easily see the value and probability of deals in each stage, which aids in forecasting. The system also allows for multiple pipelines to be created, which is useful for managing different products or sales processes.

Sales forecasting is adequate but not exceptional. Agile CRM's system provides basic revenue projections based on deal values and probabilities. However, I found the forecasting tools to be somewhat limited in the way they handle recurring revenue and deal probability. For small businesses with straightforward forecasting needs, it should suffice, but larger organizations may find it lacking.

Reporting in Agile CRM shows both strengths and weaknesses. The platform offers a good selection of pre-built reports covering sales, marketing, and service metrics. I also appreciate the ability to create custom reports and dashboards to track specific KPIs. However, the depth of data analysis and visualization options falls short of what some competitors offer.

Agile CRM's mobile app, available for both iOS and Android, provides a seamless experience for managing contacts, deals, and tasks on the go. I found the app to be responsive and well-designed, offering most of the core functionality of the desktop version. The ability to access and update CRM data from anywhere is very useful for field sales and remote work.

Unlike some CRM systems that treat marketing as an afterthought, Agile CRM offers robust tools for email marketing, landing page creation, and campaign management. I was impressed by the drag-and-drop campaign builder, which allows for the creation of multi-step marketing workflows. The system includes ticketing, knowledge base, and customer feedback tools, allowing businesses to manage customer support directly within the CRM.

But perhaps most interestingly, Agile CRM offers gamification features to motivate sales teams. While not a core CRM function, I found this to be an interesting addition that can help drive engagement and performance among sales reps. The system allows for the creation of contests and leaderboards based on various sales metrics.

How easy is Agile CRM to use?

Agile CRM balances functionality and simplicity, mainly targeting small businesses. I found the dashboard clean, intuitive, and minimalistic — which avoids overwhelming new users. There's a prominent left-side menu for quick access to contacts, deals, and marketing, pretty standard for a CRM.

A drag-and-drop interface makes navigation even easier. It's particularly impactful when using the marketing automation module, where creating multi-step workflows is made significantly easier through visual campaign builders.

But the learning curve for Agile CRM can vary depending on your familiarity with CRMs. There are lots of customization options, so you can tailor the interface to your specific needs. This includes the ability to create custom fields, modify layouts, and set up personalized dashboards with custom KPIs. But while these options enhance flexibility, they can also add complexity for users who are less technically inclined.

For accessibility, Agile CRM supports keyboard navigation and has readable font sizes. But, I didn't find any mentions of screen reader compatibility or advanced accessibility options in the documentation.

Onboarding and training resources are available, though they may not be as comprehensive as those offered by some larger providers. Agile CRM provides a knowledge base, video tutorials, and webinars to help users get started. However, I also found that the depth of these learning resources varies from one topic to another.

I like how Agile CRM aids in the learning process with context-sensitive help. As users navigate through different sections of the software, relevant help articles and tips are often displayed, providing guidance at the point of need. This can reduce the time spent searching for information, accelerating adoption.

Despite the positives, however, many users have reported that certain aspects of the software feel clunky or dated compared to more modern CRMs. Agile's attempt to pack a wide range of features into a single platform sometimes results in a less polished user experience.

Agile CRM integrations

Agile CRM offers solid integration capabilities, allowing users to connect the platform with a wide array of third-party applications and services. There are three ways you can do this: using pre-built connectors for various applications, through an iPaaS vendor like Zapier or Make, or by building custom integrations using the API.

Agile offers direct connections to popular business tools across various categories, including email services like Gmail and Office 365, social media platforms such as Twitter and LinkedIn, and ecommerce solutions like Shopify and WooCommerce. These are quick to set up and easy to modify.

Agile CRM integrates with web tracking and form integration tools, which is great for improving customer engagement. You can also plug into various telephony services, including Twilio and RingCentral.

For users requiring connections beyond the native integrations, Agile CRM provides support for multiple iPaaS vendors. Through Zapier, users can connect Agile CRM to over 1,000 more SaaS applications, enabling complex automation workflows across multiple platforms. Support is also available for Make (Integromat) and Webhooks.

Agile CRM also offers an open API, which provides developers the ability to create custom integrations to extend the platform's functionality. API documentation appears comprehensive, allowing for deep integration with external systems and powerful custom widgets within the interface.

During my testing, I found that data syncing with third-party platforms was mostly reliable. Agile CRM supports real-time and scheduled syncing options for most integrations, allowing users to choose the most appropriate method for their needs.

But while Agile CRM's integration features are generally strong, I did notice some limitations. The depth of integration can vary significantly between different connected apps. Some integrations offer solid two-way synchronization, while others may be more limited in scope.

How good is Agile CRM support?

Agile CRM provides a varied approach to customer support, combining live assistance with self-service options. Email support is clearly the main live support channel. Plus, there's a strong self-service resource ecosystem to help new users get acclimated to the CRM.

Email support system is fairly responsive, although response times can differ. In my research, I found that most users claim to receive initial replies within 24 hours, which is acceptable but not outstanding in the industry. More complex issues often take longer to resolve, sometimes requiring several days of communication.

Phone support is also available, even if not easily accessible. Usual support hours are 09:00 am to 05:00 pm EST, with additional scheduling options also available. But the real problem is the availability of agents, which can make it difficult to get urgent assistance.

Agile CRM makes up for limited live support options with a strong self-service ecosystem. The knowledge base is comprehensive and well-organized, covering topics from basic setup to advanced features. Articles are generally clear, often enhanced with screenshots or step-by-step guides.

In addition to the knowledge base, Agile CRM provides video tutorials and webinars. These resources are especially helpful for users who prefer interactive learning. The tutorials cover various platform aspects, from initial setup to advanced features, offering a solid foundation for new users and a reference for experienced ones.

A community forum enables users to engage with each other, share experiences, and offer solutions to common problems. While evaluating Agile CRM, I observed active participation from both users and staff on the forum, which seems to serve as a feedback channel and a support resource.

User testimonials about support quality are mixed. Some users commend the helpfulness and patience of support staff, especially for complex issues. However, other testimonials indicate inconsistencies in support quality, with some users frustrated by response times or the depth of assistance.

Agile CRM pricing and plans

Agile CRM employs a tiered subscription-based pricing model, offering four distinct plans to cater to businesses of varying sizes and needs. The pricing structure is designed to scale with the growth of a company, starting with a free plan and progressing through increasingly feature-rich paid tiers.

At the entry-level, Agile provides a Free plan that supports up to 10 users and 1,000 contacts. This plan includes basic CRM features such as contact management, deal tracking, and limited marketing automation capabilities. While the free tier is generous compared to many competitors, I found that it primarily serves as an extended trial, allowing users to get a feel for the system before committing to a paid plan.

The Starter plan, priced at $8.99 a user per month, marks the beginning of the paid offerings. It increases the contact limit to 10,000 and introduces additional features like two-way email integration, custom deal milestones, and social monitoring. This plan provides good value for small businesses looking to expand their CRM capabilities beyond basic contact management.

Moving up the ladder, the Regular plan is priced at $29.99 per user per month with annual billing. This tier supports up to 50,000 contacts and includes more advanced features such as marketing automation, custom deal tracks, and mobile marketing. The plan seems to strike a balance between functionality and cost, making it suitable for growing small to medium-sized businesses.

At the top end, the Enterprise plan is offered at $47.99 per user per month with annual billing. This plan provides unlimited contacts and access to the full suite of Agile CRM features, including call recording, custom reporting, and role-based access control. While the Enterprise plan is the most expensive, it offers the most comprehensive set of tools for businesses with complex CRM needs.

There’s a significant discount offered for annual billing across all paid plans. The savings range from 33% to 40% compared to monthly billing, which could be a substantial incentive for businesses to commit to longer-term subscriptions. Agile CRM also offers volume discounts for businesses requiring a large number of user licenses, though the exact terms of these discounts are not publicly disclosed.

As for trials, Agile CRM provides a 14-day free trial of their paid plans, allowing users to test the full feature set before making a purchase decision. This trial period, combined with the free plan, gives potential customers ample opportunity to evaluate the system's fit for their business needs.

Agile CRM review: Final verdict

Agile CRM’s key strengths are its affordability and scalability. Its pricing model is designed to attract businesses at various stages of growth, with a generous free plan and competitive paid tiers. It’s also very feature-rich, with interesting additions like sales gamification and multi-step automation.

However, Agile has a dated interface that’s in serious need of an uplift. While the advanced features are nice to have, the clunkiness involved in their execution makes them less loved by most users. Still, it’s easy enough to use, with some accessibility features thrown in for good measure. I’d have loved to see more live support options, though, especially given the outdated nature of the UX.

Overall, I recommend Agile CRM for small to medium-sized businesses looking for an affordable CRM with a ton of features. It’s not the most intuitive, but it's still easy enough to use. With the amount of training resources available, user adoption shouldn’t be a major issue.