Agile CRM Review

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Agile CRM Reviewed

Editors' Review by the CRM Software Review Team

Agile CRM is a web-based customer relationship management solution developed for small to medium-sized businesses and organizations. The software solution provides a variety of features and functionalities to customers, including telephony tools, contact management, marketing automation, appointment scheduling, knowledge base functionalities, email tracking, social media marketing, and a landing page builder.

Agile CRM is a robust CRM solution that effectively integrates core functionalities of marketing, sales, customer service, and web engagement platforms and processes into a single unified software solution. The CRM software is used by a plethora of businesses and organizations of different sizes or scales across multiple industries.

Using Agile CRM allows you to have a centralized platform that stores and protects all your business information and your contacts, among other things, on a single page, thus streamlining your day-to-day tasks and processes. It also facilitates collaboration, communication, and productivity efforts for the individual and the collective group.

Agile CRM Features

Agile CRM is a fully integrated, feature-rich customer relationship management software product with sales tracking capabilities, marketing automation, contact management, 2-way email communication, telephony, web analytics, and a helpdesk with an intuitive interface.

As a comprehensive CRM solution with sales and marketing capabilities, Agile CRM is quite useful for small startups and growing businesses. The cloud-based platform features core CRM functionalities specifically designed for nurturing and closing leads. The features it comes with work effectively as a combo through seamless integration.

Using Agile CRM allows small to medium-sized businesses and enterprises to automate marketing processes, sales, and customer retention methods with a rather simple yet robust and effective drag-and-drop editor. Thanks to the platform’s sales and marketing capabilities, users may also take advantage of the solution to easily convert site visitors directly into leads.

Agile CRM comes with all the tools and applications one needs to efficiently nurture, track, and score leads automatically based on their email and/or website activity. The software solution also offers multi-channel communication with the users having the ability to send emails, make phone calls, and send out tweets to a contact from the same page or interface.

The cloud-based CRM solution enables businesses and marketing teams to easily monitor customer behavior and receive real-time notifications for customer activity. Furthermore, with the help desk functionality, businesses also have the capability to efficiently manage helpdesk tickets, complete with all of the customers’ historical data in one location.

Agile CRM also allows users to keep a comprehensive record of all customers and the significant data associated with those customers, including personal information and communication history, all of which can be found in a single location and sorted by chronological order. You may also access customer data from different business applications through seamless integrations.

Agile CRM dashboard deals emails revenue tasks

Agile Benefits

Agile CRM is a well-designed customer relationship management solution specifically tailored for sales and marketing teams, as it helps to speed up various sales and marketing processes through automation, which in turn greatly improves user efficiency and accuracy.

The contact management feature is a welcome addition to this already feature-rich platform, as all contact details are stored and organized according to the user’s preference and the information can be accessed anytime, anywhere. Agile CRM’s contact management capability allows users to be more effective in closing deals and increasing revenue for the company.

Keeping track of your sales process is made easier and more straightforward with Agile CRM. The user and their entire sales team can quickly and easily monitor deals, as well as take notes of the different stages and milestones to make sure the entire journey of the sale, from the initial phase all the way to the closing stages, is a smooth and seamless process.

The drag-and-drop interface is one of the key elements of Agile CRM that greatly benefits its users, regardless of technical skills or experience with the platform. The user-interface is highly intuitive, making it a user-friendly solution for most teams and individuals to use when creating projects, designating tasks, monitoring the progress of each project, and so on.

Scheduling of your company’s resources, personnel, and even your own activities is also covered by Agile CRM through its scheduling management feature. The cloud-based CRM solution provides users with an online calendar that offers scheduling automation as well as alerts and notifications. Users simply have to set schedules by assigning dates for meetings, deadlines, and follow-ups. Thereafter, the solution takes care of everything to make sure all of the concerned parties receive the appropriate notifications without a hitch.

As a sales and marketing solution, Agile CRM helps to speed up your workflows through proper and effective automation, ease of use, and an easy-to-manage interface. Users have the ability to create fully customized and professional-looking landing pages that help improve conversion rates and optimize the company’s social media marketing strategies through a robust, integrated social media marketing suite.

Agile CRM email contact timeline

Agile CRM Pricing

Agile CRM offers one freemium subscription and three paid packages for small and medium-sized businesses and enterprises.

Free: $0.00

  • Up to 10 users
  • Up to 50,000 contacts and companies
  • Lead scoring
  • Appointment scheduling
  • Custom data fields
  • Unlimited deals, tasks, and documents
  • Email tracking
  • Custom deal tracks
  • Custom deal milestones
  • 2-way telephony
  • 2-way email integration

Starter: $8.99

  • Contact-level analytics
  • Email campaigns
  • Email templates builder
  • Web engagement
  • Form builder
  • Landing page builder
  • Web-to-lead
  • Up to 5,000 emails (branded)
  • marketing automation
  • Mobile marketing
  • Social monitoring

Regular: $29.99

  • Helpdesk feature
  • Labels
  • Views
  • Groups
  • Canned responses
  • Reports
  • Activities

Enterprise: $47.99

  • Email and phone support
  • 50+ plugins/integrations
  • Chrome extension
  • Basic and email reports
  • Google, Shopify, and Stripe sync

To learn more about Agile CRM, its different features and capabilities, as well as the pricing plans offered, interested parties may visit the vendor’s official website.

Conclusion

Agile CRM is a feature-rich customer relationship management software solution designed for small and medium-sized businesses that require marketing, sales, and service automation. The cloud-based solution is an all-in-one CRM platform that seamlessly integrates sales, marketing, and service automation functionalities in a single suite.

It features sales tracking, web analytics, contact management, telephony, two-way emails, and helpdesk service with a straightforward, clean, and modern interface.

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