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About Agile CRM

Agile centralizes real-time customer data, making it readily accessible and actionable across all teams. Additionally, Agile offers integrations with over 40 leading third-party applications such as Microsoft Office 365, Google G-Suite, RingCentral, Intuit QuickBooks, and more. It is created by the ClickDesk team (the most sought-after live chat product), Agile CRM which launched in late 2013 in Sunnyvale, CA to manage customer journeys. The company also maintains offices in India and the Philippines.

Key Features:

  • Sales
    Agile CRM's sales automation software creates new tasks automatically for your team. Put your appointment calendar online and automate everything from telephony to follow-up emails. 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.

  • Marketing
    Market like the most successful companies in the world with Agile CRM's marketing automation software. Build automated marketing campaigns in minutes and start capturing more leads today! Features include web popups, email newsletters, autoresponders and automatically personalized campaigns across mobile and social media channels. Score leads and segment contacts automatically based on email opens, link clicks, web browsing activity, custom tags and more.

  • Service
    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 lifecycle. 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. This puts support at your fingertips and forms an integral part of the customer journey. So, automate your service management and support functions with efficient Helpdesk Software.

  • Integrations
    Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps. Integrate your email, social, billing and support apps for complete customer data and smarter selling. Want to make, record and automate calls from the CRM? Our advanced telephony integration is the best in the industry! Benefit from a range of Agile CRM integrations.

About Freshsales

Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empower sales teams with more time for selling by automating the sales process and increasing efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards Powerful pipeline management with Freshsales. Also, the option to use native CPQ makes generating and sharing quotes and other vital sales assets hassle-free.

If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill. It is an all-in-one solution for sales and marketing teams. It provides sales force automation, marketing automation, chat, and telephony to meet your goals in one solution.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

    No key features associated with this application.

Summary

  • Built-in phone and email features enable users to make calls, send targeted emails, and keep in touch with prospects with a single click

  • The 'email-to-lead' feature automatically links emails to the appropriate lead or contact’s record.

  • Users can auto-capture leads directly into Freshworks CRM whenever a visitor completes a webform

  • Freshworks CRM's 'enrichment' feature automatically adds social information and photos to profiles

  • The pipeline dashboard informs users on what needs to be done to move deals forward, identifies bottlenecks, and helps analyse lost deals

Pricing

Forest

$79.00
1 user(s) / month
Included in plan:
  • Everything in Estate and...
  • EUC Data Center
  • IP Whitelisting
  • Audit Logs

BLOSSOM

$12.00
1 user(s) / month
Included in plan:
  • Deal Funnel View
  • Templates & Notifications
  • Real-time Email Tracking
  • Everything in Sprout and...
  • Contact Management
  • Pipeline Management
  • 250 Bulk emails/user/day
  • Built-in Phone powered by Freshcaller
  • SMS Integration
  • 2 Sales Campaigns/user
  • Lead Scoring
  • 5 Intelligent Workflows
  • Basic Reporting
  • Marketplace
  • iPhone and Android Apps
  • Gmail Add-on

SPROUT

Free
Included in plan:
  • Leads, Contacts, Accounts & Deals
  • Customisable Sales Process
  • Phone & Email
  • Basic Lead Scoring
  • Freshdesk & Freshchat Integration

GARDEN

$25.00
1 user(s) / month
Included in plan:
  • Everything in Blossom and...
  • Custom Reports
  • Auto Profile Enrichment
  • Lead Assignment Rules
  • Territories
  • Advanced CRM customization

ESTATE

$49.00
1 user(s) / month
Included in plan:
  • Everything in Garden and...
  • Auto profile enrichment
  • Reports Dashboard
  • Smartforms and event tracking
  • Multi-currency

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • Agile CRM offers service for multiple users (Free up to 10 users).

  • What is this service generally used for?
  • It's a integrated sales, marketing, and service suite that automates lead generation, nurturing, conversion, and support for growing businesses.

  • Does this service offer guides, tutorials and or customer support?
  • Agile CRM offer free onboarding for its customers.

  • Does this service offer an API?
  • Yes, this service offers it's own inbuilt API.

  • Does this service integrate with any other apps?
  • Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps.

FAQs

    Does this service integrate with any other apps?
  • Yes,

    • Freshdesk
    • Freshchat
    • Freshcaller
    • Freshconnect
    • Mailchimp
    • Segment
    • Piesync
    • Zapier
    • Xero
    • Quickbooks
    • Google contacts
  • What platforms does this service support?
    • Android
    • iPhone-iPad
    • Mac
    • Windows
    • Web-based
    • Mobile Web App
  • What is this service generally used for?
  • CRM
    Customer Relationship Management
    Contact Management
    Pipeline Management
    Sales Enablement
    Lead Management
    Contact Management
    Deal Management
    Email Management & Tracking
    Territory Management
    User Behaviour Tracking

  • Who are the main user groups of this service?
    • SMEs
    • Mid Market
    • Enterprise
  • What are some applications this service is commonly used in tandem with?
  • Freshdesk

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • Does this service offer an API?
  • Yes

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
7.37k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
8

Other

Who uses Agile CRM
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Spanish
Regional Restrictions:
No restrictions.

Other

Who uses Freshsales
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Dutch, Spanish, German, French, Italian, Russian, Chinese, Polish, Portuguese
Regional Restrictions:
No restrictions.

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