The CRM.io Insider’s Guide
Everything we know about CRM.io in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
CRM.io
The Insider’s Guide
AI-native CRM from the team behind Agile CRM, with a free plan
Every plan, grade, refund rule and rival among CRM tools, read from CRM.io’s own pages.
Made by CRM.io · checked Nov 13, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from CRM.io’s own pages, its app-store listings and our grades. Every fact in it is on CRM.io’s page too, where it is kept up to date. Checked Nov 13, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.2
GPA, above 50 of the 116 other CRM tools we grade
CRM.io is a CRM from the team that built Agile CRM, part of its 500agents suite of products. It covers contacts, companies, multi-pipeline deals, tasks, calendar, email campaigns, a browser dialer and AI chatbots and voice agents. The site advertises a free plan for small teams but publishes no price list.
To get you started, here are 8 things to know about CRM.io, taken from its own pages and our grades.
The catch is there's no pricing page, so the free plan's limits and every paid price are unknown, and the product is new.
- 1
Best for small teams moving off Agile CRM
CRM.io is a rebuilt Agile CRM with contacts, deals, tasks, automations and a free-forever plan.
- 2
There is a free plan
The site advertises a free-forever plan for small teams with no credit card, but its limits are not published.
- 3
It runs on Web
Web, with a browser extension too.
- 4
Contacts and companies
A shared contact database with smart segments, CSV import and export, social enrichment and bulk account actions.
- 5
Deals and pipelines
Multiple pipelines with custom stages, table and kanban views, lost-reason capture and bulk actions.
- 6
Tasks, cadences and calendar
Task lists, follow-up cadences and SLA reminders, with Google Calendar sync and team availability views.
- 7
A 2.2 GPA, above 50 of 116
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 8
Keep it
To replace CRM.io you would be making email sent in volume that still reaches the inbox. That is not a weekend's work, with an AI app builder or without one.
CRM.io at a glance
- Pricing
- Free plan
- Free plan
- Yes
- Free trial
- None stated
- Runs on
- Web, Browser extension
- Made by
- CRM.io
- Category
- CRM Software
- Our grade
- 2.2 GPA, fair
The report card
Best for small teams moving off Agile CRM
CRM.io is a rebuilt Agile CRM with contacts, deals, tasks, automations and a free-forever plan. The catch is there's no pricing page, so the free plan's limits and every paid price are unknown, and the product is new.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | C | No pricing page exists, so no price can be set against the $29 middle for CRM. We've left it at the ordinary grade. |
| Free plan and trial | C | The site advertises a free-forever plan with no credit card, but its limits aren't published, so we can't say how far it goes. |
| Features | C | Contacts, deals, tasks, automations, calling and a LinkedIn extension. But calling needs your own Twilio account and AI voice runs on ElevenLabs, and SSO and audit logs are Enterprise only. |
| Ease of use | C | No store rating on record, and the product is new. You'll still set up pipelines, telephony and automations yourself. |
| Platforms and integrations | B | Web app plus a Chrome extension, with Google Calendar, Google Sheets, Twilio, WhatsApp and SendGrid links. No phone or desktop app listed. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who CRM.io is for
- Fits if you used Agile CRM and want the same team's newer product
- Works for a small team that wants to start on a free plan with no card
Who it is not for
- Skip it if you need to know prices first, as there is no pricing page
- Watch out: telephony needs a Twilio connection and AI voice uses ElevenLabs, both with their own charges
- Not for you if you need SSO or audit logs, as they're listed for Enterprise only
- Tight if you want a long track record, since the product is new and lists few integrations
Good to know
Good for
- Small teams that want a free all-in-one CRM to start with
- Former Agile CRM users moving to the same team's newer product
- Outbound teams that want a dialer and email in the CRM
Worth knowing
- No pricing page exists; plan names, prices and the free plan's limits were not found.
- Telephony needs a Twilio connection and AI voice uses ElevenLabs, so those carry their own charges.
- SSO and audit logs are listed only for the Enterprise tier.
- The product is new, rebuilt from Agile CRM, and its site lists few integrations.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
CRM.io's current pricing could not be confirmed from its own site.
The site advertises a free-forever plan with no credit card, but its limits aren't published, so we can't say how far it goes.
We could not confirm CRM.io’s current prices from its own site, so this guide lists no plans. crm.io has them.
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
2
Places it runs: Web and Browser extension
AI-native CRM from the team behind Agile CRM, with a free plan. Here is what it does, as its own site describes it, and what it covers: kanban boards, sales pipeline, marketing automation, workflow automation, AI agents, email campaigns, chatbots.
Contacts, deals, tasks, automations, calling and a LinkedIn extension.
- Contacts and companies
- A shared contact database with smart segments, CSV import and export, social enrichment and bulk account actions.
- Deals and pipelines
- Multiple pipelines with custom stages, table and kanban views, lost-reason capture and bulk actions.
- Tasks, cadences and calendar
- Task lists, follow-up cadences and SLA reminders, with Google Calendar sync and team availability views.
- Automations and marketing
- Round-robin assignment, email bots and AI workflows, plus email campaigns, drips and reusable templates.
- Telephony and AI voice
- A browser dialer with calling campaigns through Twilio, WhatsApp and SMS, and ElevenLabs-based AI voice agents.
- LinkedIn Chrome extension
- A Chrome extension captures LinkedIn leads into the pipeline in one click.
Where it runs
- Web
- Browser extension
What it works with
- Google Calendar
- Google Sheets
- Twilio
- ElevenLabs
- SendGrid
- Amazon SES
CRM.io is made by CRM.io.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
50/116
Other CRM tools it is graded above
CRM.io's GPA of 2.2 is higher than 50 of the 116 other CRM tools we grade, and level with 25.
It stands best on platforms and integrations (B, above 24 of 116) and worst on features (C, above 1).
Each grade against the category
Every bar is all 117 CRM tools we grade, cut by the letter each got. CRM.io’s own letter is outlined.
- CValue for moneyAbove 37 of 116
- CFree plan and trialAbove 44 of 116
- CFeaturesAbove 1 of 116
- CEase of useAbove 5 of 116
- BPlatforms and integrationsAbove 24 of 116
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace CRM.io you would be making email sent in volume that still reaches the inbox. That is not a weekend's work, with an AI app builder or without one.
What you could make
- Sales pipeline and kanban boards: an app builder makes these well.
What you could not
- Email sent in volume that still reaches the inbox.
- Newsletters sent to thousands of people that still reach the inbox.
- An AI agent, with the models and the safeguards behind it.
- Connections to other products, each kept working as those products change.
- A chatbot builder hooked into the messaging apps.
What this rests on. CRM.io’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
HubSpot, Pipedrive, Zoho CRM and Close
The 4 tools CRM.io is most often weighed against, with where each one differs from it.
- 3.2GPA
HubSpot
Free plan · from $20/mo
Free CRM at the center of a marketing, sales and service suite.
- Only HubSpot lists iOS and Android apps.
- CRM.io also covers kanban boards, AI agents, email campaigns and chatbots.
- HubSpot also covers booking links.
- 2.2GPA
Pipedrive
Free trial · from $14/mo
Sales CRM organized around visual deal pipelines.
- CRM.io has a free plan. Pipedrive does not, though it has a free trial.
- Only CRM.io lists a browser extension.
- Only Pipedrive lists iOS and Android apps.
- 2.6GPA
Zoho CRM
Free plan · from $14/mo
Sales CRM with a free edition, process automation and Zia AI.
- Only CRM.io lists a browser extension.
- Only Zoho CRM lists iOS and Android apps.
- CRM.io also covers kanban boards, marketing automation, AI agents, email campaigns and chatbots.
- 2.4GPA
Close
Free trial · from $9/mo
Sales CRM with built-in calling, SMS, email and an AI teammate.
- CRM.io has a free plan. Close does not, though it has a free trial.
- Only CRM.io lists a browser extension.
- Only Close lists macOS, Windows, iOS and Android apps.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
10
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is CRM.io free?
CRM.io has a free plan. The site advertises a free-forever plan for small teams with no credit card, but its limits are not published.
What platforms does CRM.io work on?
CRM.io is available on Web. It also has a browser extension.
Does CRM.io have an Android app?
No Android app was listed when its pages were read on Nov 13, 2026. CRM.io is listed for Web.
Does CRM.io have an iPhone app?
No iPhone app was listed when its pages were read on Nov 13, 2026. CRM.io is listed for Web.
Is CRM.io open source?
CRM.io is not described as open source on its own site, as read on Nov 13, 2026.
What does CRM.io integrate with?
CRM.io's listing names Google Calendar, Google Sheets, Twilio, WhatsApp, LinkedIn, ElevenLabs, SendGrid and Amazon SES.
Who makes CRM.io?
CRM.io is made by a company of the same name.
What are the alternatives to CRM.io?
The closest alternatives to CRM.io in our directory are HubSpot, Pipedrive, Zoho CRM and Close.
How does CRM.io compare with other CRM tools?
CRM.io's GPA of 2.2 is higher than 50 of the 116 other CRM tools we grade, and level with 25.
Could I make my own version of CRM.io?
To replace CRM.io you would be making email sent in volume that still reaches the inbox.
Where this guide comes from
The prices, plans, platforms and features were read from CRM.io’s own pages on Nov 13, 2026, and the grades were given on Nov 13, 2026. Graded from this listing, whose facts were read from CRM.io's own pages on 13 November 2026. Not based on using the product, and shorter than our full reviews.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by CRM.io. Prices change, so check crm.io before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
7,721
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
7,721
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- CRM.io, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/crm-io
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "CRM.io: The Insider's Guide", checked Nov 13, 2026. https://toolgpa.com/tools/crm-io
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/crm-io/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded CRM tools after CRM.io, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 117 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Frappe CRM Insider's GuideOpen-source CRM with unlimited users, billed by hosting3.0 GPA
- Givebutter Insider's GuideFree fundraising platform with a built-in nonprofit CRM3.0 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what CRM.io’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. CRM.io is a trademark of its owner, and this guide is not made, paid for or approved by CRM.io. Prices and plans change: check crm.io before you buy.