A sophisticated CRM refined into a simple app with a web portal. Chosen by thousands to manage day-to-day operations, client activity and pretty much anything else—jobs, properties, projects, claims, cases, assets, etc.
Solve connects your business through the devices your staff already love using and presents what's important to them in a simple and straightforward manner. It will never feel 'complicated.'
You won't find a better CRM for:
Use on a phone and tablet
Working quickly
Managing activity and relations between clients and your service
Dropping notes/photos/follow-ups, filling out forms and checking details
Embedded mapping and geolocation assist
Google email and calendar integration
Accessing CRM directly in Google Sheets
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 Vtiger
Benefits of a Vtiger CRM System:
Increase revenue through better deal nurturing and follow-ups
Improve customer relations
Accelerate Sales Cycles
Better internal communication & collaboration
Boost Sales and Support team productivity
Enforce best practices through process templates
Automate repetitive tasks
Get better insights on customers
Increase customer retention
Lessen risks to deals
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
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
iPhone, iPad, and Android Apps
Intuitive Interface
Google and Microsoft Sign-in
Google Calendar Integration
Flexible Contact and Project records
Workflow Automation
Priority Management
Failsafe Handoff Protocol
Notifications and Reminders
Responsive Support
Summary
No key features associated with this application.
Summary
No key features associated with this application.
Pricing
Solve Client Manager
$25.00
1 user(s) / month
Included in plan:
25GB/User
Pricing
Sales Starter
$10.00
1 user(s) / month
Included in plan:
Contacts & Organizations
Pipeline Management
Smart Webforms
Document Insights
FAQs
Who are the main user groups of this service?
HVAC
Real Estate
Home Service Professionals
Financial Advisors
Mortgage Brokers
Insurance Brokers
Manufacturing
Education
What is this service generally used for?
Contacts Management
Task Management
Project/Job/Site Management
Field Staff/Dispatching
Traveling Salespeople
What are some applications this service is commonly used in tandem with?
G-Suite, MS Azure, Xero, Wufoo, Zillow/Trulia, Inbox, Freshbooks, MailChimp, Constant Contact, Zendesk, and Zapier.
Does this service integrate with any other apps?
G-Suite (Gmail, Calendar, Sheets, and SSO), MS Azure, Xero, Wufoo, Zillow/Trulia, and Inbox/Gmail/Outlook.
Does this service offer multi-user capability (e.g. teams)?
Yes, for an unlimited number of users and teams.
Does this service offer guides, tutorials and or customer support?
Yes.
Does this service offer an API?
At additional cost.
What platforms does this service support?
Google and Microsoft based email.
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
No FAQs associated with this application.
Vendor Information
Founded:
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Based in:
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Employees:
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Likes:
Followers:
Vendor Information
Founded:
-
Based in:
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Employees:
-
Likes:
Followers:
7.85k
Vendor Information
Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
2.76k
Other
Who uses Solve Client Manager
SMEs
Agencies
Desktop Platforms:
Web App
Mobile Platforms:
iOS
Android
Languages:
English
Regional Restrictions:
Works in most English speaking countries, Europe, and parts of Asia, Africa, and South America
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