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Agile Contact Management Software

Sold by : Agile CRM

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(4.8) (1 Agile Contact Management Software Reviews)

78%

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About Agile Contact Management Software

Maintain deep insight into your customers and prospects, including their interests, behaviors, interactions with your brand, and more. With Agile CRM’s highly personal contact management software, your entire team gets access to detailed contact profiles that help you better interact with your contacts and keep them engaged with your brand over the long term. In times like these, you can't afford to go with anything other than the best contact management software on the market.

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Agile Contact Management Software Features

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.
Agile CRM's online contact management software lets you sync up to three email accounts—including Gmail, Microsoft Exchange, Office 365, or any other IMAP service provider—with Agile CRM for comprehensive, two-way email communication between your staff and your customers or prospects.
Visual contact timelines display complete histories of contact activity, including emails exchanged, content viewed, social updates and more. This visual representation lets you maintain constant insight into the entire activity history of a contact.
Powerful web analytics allow you to track contact web activity and analyze a lead’s online behavior with powerful web analytics. Know when leads browse your website, where they came from, which pages they visited and how much time they spent on each page. Maintain insight into which web pages and content pieces are getting the most traffic. It's the best contact management software for sustain able growth.
Full email integration lets you send and receive emails from your CRM, without ever leaving your dashboard. Attach documents and track emails opened and links clicked. Interact manually with automated email campaigns.
Create actionable segments of your customers and prospects with tags based on specific demographic or behavioral attributes, such as industry, location, job title, or company size. Assign multiple tags to individual contacts. Use tags to identify a target audience for an upcoming campaign. Run reports based on tagged attributes to drill down into your segments.
Stay on top of your schedule with the ability to quickly create events and tasks for things such as meetings, follow-up outreach, scheduled phone calls and more. Sync those to your calendar, set reminders, and ensure everything gets completed on time.
Drill down to create detailed contact lists with built-in system filters. Or create custom filters based on the criteria you need to filter by, and save them for future use. Slice and dice the data the way you want in order to effortlessly sort through a large database of contacts.
Efficiently manage your contact lists by using bulk actions to add, update, edit, email or export multiple contacts at once, in a single batch. Bulk actions let you save time and reduce potential human error stemming from time consuming manual data entry.
Agile CRM supports a wide range of integrations with third-party applications. Take advantage of these to push data to, or pull data from social media platforms, customer support solutions, telephone and financial systems, and more.

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Agile Contact Management Software Specifications

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Agile Contact Management Software Reviews

78% Highly Recommended

OVERALL 4.8 star-icon

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Customer Feedback

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We love to hear from our buyers! If you have used the solution already, why not share your thoughts and help others make the right purchase.

Rahul KUMAR

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Mar 26 2018

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Agile Contact Management Software FAQs

Agile offers a full, comprehensive suite of sales and marketing automation to keep your communication effective. None of our competitors offer a fully integrated suite like Agile and they are at least 5x more expensive. Try removing the Chrome Extension and install it again: Removing the Chrome Extension: Click the Chrome menu on the browser toolbar. Select Tools. Select Extensions. On the Extensions page that appears, click the trash can icon next to Agile CRM. If you see Agile CRM extension as a button on the browser toolbar, you can also right-click (or click with two fingers on a Chromebook) its icon and select ‘Remove from Chrome’. Install the Chrome Extension from the following page: https://chrome.google.com/webstore/detail/agile-crm/eofoblinhpjfhkjlfckmeidagfogclib
To download a copy of your invoice (s), follow the steps below: Login to Agile CRM Click on User Settings Select Upgrade Go to Recent Payments Click on the Payment you want to see
The way Agile looks for duplicate contacts is by using the Email address as a unique value. If you believe you have duplicate contacts with the same name & different email address for the same person, you can go ahead and merge the duplicate by following the instructions given below. 1) Visit the Contact's page 2) Open the Contact which you wish to merge 3) Click on the Edit button as shown in the picture 4) Now, click on 'Merge Duplicates'. It will search for the list of contacts having the same first and last name. You can then select the contacts that you would like to merge from there and merge them.
We understand that you want to sync your Google contacts to Agile & vice versa. Please read below: Google to Agile: Only contacts with email addresses will be synced. Agile by default syncs the contacts from the "My contacts" folder, please verify your Gmail contacts location and move them to "My contacts" group. Contacts already in Agile with the same email address will be merged. The contacts will not be synced if the label name contains any special characters and starts with a number. Please verify the steps as noted above and it should work, if it still does not, please send the screenshot from your Gmail contacts tab to [email protected] All the contacts groups may be fund at: https://www.google.com/contacts/u/0/?cplus=1#contacts
The error you encounter normally happens due to a browser issue. Please follow the steps below: 1. Log out of Agile CRM 2. Clear the browser cache and temporary files. 3. Close the browser. 4. Open Google Chrome (recommended for Agile) 5. Login to Agile CRM

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