Palby CRM

Agile CRM alternative

Agile CRM alternative: open one list of who to follow up today

Agile CRM puts sales, marketing and customer service in one tool, with calling, email campaigns and help desk tickets. Palby CRM does one job: it opens on everyone whose follow-up is due today, with their WhatsApp chat on the record.

Book a walkthrough

30 minutes. You choose the day and the time.

Do you need sales, marketing and support in one, or just your follow-ups?

Stay with Agile CRM if you want calling, email campaigns and help desk tickets in one tool, or a plan that stays free for 10 users. Pick Palby CRM if your customers write on WhatsApp, and you want one list of who's due today.

Who should pick which

Stay with Agile CRM if

  • You want a plan that stays free for up to 10 users
  • You call customers from the CRM and want calls recorded
  • You send email campaigns and answer support tickets in the same tool

Pick Palby CRM if

  • Your customers write to you on WhatsApp
  • You want one list of who's due a follow-up today
  • You quote in S$ and keep each customer's PDPA consent on their record

Side by side

Compared onPalby CRMAgile CRMSource
PriceNo public price yet. You get one on the walkthroughFree for up to 10 users and 1,000 contacts. Paid plans start at $8.99 on StarterAgile CRM pricing
To startBook a 30-minute walkthroughA free account with no cardAgile CRM pricing
Who to follow upNext activity due: everyone whose follow-up is today or overdueDeals tracked by stage and milestone, beside a single-page view of each contactAgile CRM site
ConversationsLink your number and each WhatsApp chat sits on the customer's recordEmail, calls and social media beside each contactAgile CRM site
Email and callsNo Gmail or Outlook link. Calls go from your phone, and you log how each wentOne-click calling and call scripts, with two-way email from StarterAgile CRM siteAgile CRM pricing
Support ticketsNot part of Palby CRMHelp desk tickets and a self-service portalAgile CRM site
As of November 2026. Agile CRM's details are from its own pages, read on 2 November 2026. Regular starts at $29.99 and Enterprise at $47.99. Plans and prices change, so check them before you pay.

Where Agile CRM fits better

Agile CRM covers sales, marketing and service in one tool. Its free plan takes 10 users and 1,000 contacts and needs no card. Paid plans add calling with scripts and recording, email campaigns, landing pages, a help desk and a self-service portal. You can change or cancel the plan yourself at any time. If you want all of that in one tool, it fits better.

The three differences that matter

Open today's list first

Give each customer a follow-up date. On the day, they're on Next activity due, the first view on every pipeline. They stay there until you change the date, and overdue ones show how late they are.

Keep the chat on the record

Link your WhatsApp number and each chat sits on that customer's record, beside their notes, tasks and deals. When you're on leave, whoever covers can read what was said.

Start from your trade's stages

A new pipeline starts from eight stage sets, from general sales and property to tuition, clinics, home services, recruitment and insurance. Rename any stage, or add your own.

Moving over from Agile CRM

  1. Book a 30-minute walkthrough. You'll see today's list on a sample pipeline, and get a price for your team.
  2. Import your contacts as a CSV of up to 2,000 rows. Columns are matched by name, and AI places the rest from three sample values.
  3. Pick the stages for your trade from eight ready-made sets, then give each customer a follow-up date.

Questions

Start tomorrow with who to follow up.

Bring your spreadsheet to the walkthrough.

Book a walkthrough

30 minutes. You choose the day and the time.

Sources

Every page read on 2 November 2026. Nothing about a competitor on these pages comes from anywhere else.