Agile CRM

Agile CRM Features

• Sales Management

  Agile CRM's sales automation tools create new tasks automatically for the team. The appointment calendar can be put online and everything can be automated from telephony to follow-up emails. Businesses can reach a dramatically higher ROI with complete contact views, deal tracks, lead scoring, real-time alerts and deep analytics. The contact timeline in the Sales Automation CRM provides all the necessary information about customer’s journey.

• Service & Support

  Agile CRM enables businesses to provide customer experience that’s more personalized and productive. This offers a way for companies to walk a few steps closer to understand customers and help them at crucial junctures of the customer life cycle. With a wide array of features such as groups, views, SLAs, workflows, canned responses, reports, recommendations and integrations, small and medium businesses can ramp up their customer service.

• Project management

  Every business needs a seamless integration of sales and marketing activities for better project management. This helps them in consistent messaging, avoiding data leaks and ensuring that both the departments are in sync with the tasks and timelines. The goal is to manage projects with no team working in isolation. With the use of Agile’s streamlined drag-and-drop project management tool, it’s easy to manage tasks between your sales and marketing teams. The project management software encompasses different options to check and track the status of your projects.

• 360° Customer View

  View everything you need to know about a contact on a single page that includes contact info, communication history, social media profiles, interests, points of engagement, lead scores, and related tasks and notes. A built-in contact manager lets you manage your contacts in a centralized address book. Every interaction with a contact is tracked and updated in real time for all your users to see.

• Marketing Management

  Agile CRM comes with marketing automation helping businesses to nurture every lead. Automated marketing campaigns can be created on the fly and more leads can be captured instantly. Interactive interface comes with web popups, email newsletters, autoresponders and automatically personalized campaigns across mobile and social media channels. It is quite easy for businesses to score leads and segment contacts automatically based on email opens, link clicks, web browsing activity, custom tags and more.

• CRM integration

  Utilize widgets for telephony, support, billing, social media, e-commerce, and even integrate your own custom widget. Use Agile CRM to manage every aspect of the customer journey.

• Appointment Management

  Online appointment scheduling software eliminates the back-and-forth of old-school sales scheduling so you can get back to business. It eases out the pain of writing lengthy and elaborate emails to schedule appointments. And when it comes to cancellation, it’s more relieving than the conventional email exchange. The solution for all such problems is the appointment scheduling software. Create a personal scheduling page, put your appointment calendar on your website, include calendar links in individual emails and automated marketing campaigns, and let the hottest leads come to you.