Agile CRM vs Clearbooks
A head-to-head comparison to help you pick the right tool
Last updated: September 14, 2026
Agile CRM is our recommended pick for most teams — startups and small businesses wanting an all-in-one crm at an affordable price.
Try Agile CRM →Read our full Agile CRM review →Agile CRM
Agile CRM is an all-in-one CRM platform that combines sales, marketing, and customer service tools at an affordable price point. It offers a generous free plan for up to 10 users, making it one of the best free CRM options for small teams. Agile CRM is popular with startups and small businesses looking to consolidate their tools.
Clearbooks
Clearbooks is a UK-focused cloud accounting software designed for small businesses and sole traders. It covers invoicing, expenses, payroll, and VAT returns in a simple and affordable package.
Pros
- ✓Generous free plan for up to 10 users
- ✓All-in-one platform covering sales, marketing, and support
- ✓Affordable paid plans with strong feature sets
- ✓Built-in telephony included
Cons
- ✗Interface feels outdated compared to modern CRMs
- ✗Customer support quality is inconsistent
- ✗Can feel overwhelming with too many features for simple use cases
Pros
- ✓Built specifically for UK accounting and VAT
- ✓Simple and easy to use
- ✓Affordable pricing
- ✓Good invoicing features
- ✓Solid MTD (Making Tax Digital) compliance
Cons
- ✗Limited outside UK market
- ✗Fewer integrations than QuickBooks or Xero
- ✗Less suitable for larger businesses
- ✗Support can be slow
Agile CRM vs Clearbooks: Side by Side
| Factor | Agile CRM | Clearbooks |
|---|---|---|
| User Rating | 4.4/5 ★ | N/A |
| Category | CRM Software | Accounting Software |
| Pricing Model | Freemium | Paid |
| Starting Price | Free | Contact for pricing |
| Best For | Startups and small businesses wanting an all-in-one CRM at an affordable price | UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance |
| Our Pick | 🏆 Recommended | — |
Agile CRM Features
- ✓Contact management
- ✓deal tracking
- ✓email marketing
- ✓marketing automation
- ✓helpdesk
- ✓telephony
- ✓web engagement
- ✓reporting
Clearbooks Features
- ✓Invoicing
- ✓bank reconciliation
- ✓expense tracking
- ✓VAT returns
- ✓payroll
- ✓financial reporting
Pricing Comparison
Agile CRM
FreemiumFree to start
Free: $0 · Solo: $16/user/mo · Team: $19/user/mo · Enterprise: custom
See full pricing →Best Use Cases
Agile CRM
- →Small businesses wanting an all-in-one CRM
- →Startups needing free CRM with marketing automation
- →Teams replacing spreadsheets with a proper CRM
Who Should NOT Use These Tools
Agile CRM is NOT ideal for:
- ✗Large enterprises needing advanced reporting
- ✗Teams requiring complex workflow automation
- ✗Businesses needing dedicated customer support
Integrations
Agile CRM
Gmail, Outlook, Stripe, Twilio, SendGrid, Zapier, LinkedIn, Twitter, Facebook
Our Take
Choose Agile CRM if startups and small businesses wanting an all-in-one crm at an affordable price. Choose Clearbooks if uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance.
Best For
Startups and small businesses wanting an all-in-one CRM at an affordable price
Best For
UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance
Also Consider
If neither Agile CRM nor Clearbooks is the right fit, Monday.com CRM is worth evaluating.
Monday.com CRM
Teams that want CRM and project management combined in one visual platform
From $12/user/mo
Frequently Asked Questions
What is the difference between Agile CRM and Clearbooks?
Agile CRM is best for startups and small businesses wanting an all-in-one crm at an affordable price. Clearbooks is best for uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance.
Which is better, Agile CRM or Clearbooks?
Choose Agile CRM if startups and small businesses wanting an all-in-one crm at an affordable price. Choose Clearbooks if uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance.
How much does Agile CRM cost?
Agile CRM starts at Free. Pricing model: Freemium.
How much does Clearbooks cost?
Visit Clearbooks website for current pricing.
Who should use Agile CRM?
Startups and small businesses wanting an all-in-one CRM at an affordable price
Who should use Clearbooks?
UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance