Agile CRMProduct Overview
Agile CRM product overview
Agile CRM is an all-in-one customer relationship management software that streamlines sales, marketing, and service in a single platform. Businesses can integrate marketing automation with CRM, social suite, telephony, and web analytics through this CRM.
Agile CRM delivers a simple solution to overcome the inefficiencies and technical challenges in business operations. It centralizes real-time customer data, making it readily accessible and actionable across all teams. It has full telephony integration alongside marketing support for sending email newsletters, social campaigns, and SMS texts. Agile CRM automates web engagement with customer-conscious messages, pop-ups, offers, surveys, and signup forms.
The solution provides rich analytics and reporting features for monitoring business performance. It is designed to make the entire marketing and sales lifecycles more efficient. It also offers a landing page builder and knowledge base functionalities. Agile CRM’s social media integrations allow users to publish and respond to posts on social channels such as Facebook, LinkedIn, and Twitter.
Pros of Agile CRM
- Agile CRM is a cloud-based SaaS service that is mobile-ready.
- The software lets businesses automate sales, marketing, and service in one platform to avoid data leaks and enable consistent messaging.
Cons of Agile CRM
- The software may have a steep learning curve to those inexperienced with CRM systems.
- Agile CRM’s knowledge base materials and tutorials are not always kept up to date.
Breakdown of core features
Agile CRM ensures that all contacts are in one place, accessible by all, with actionable data updated in real time. The CRM provides a complete 360-degree view so everything users need to know about contacts is displayed on a single page that includes contact information, communication history, social media profiles, interests, points of engagement, lead scores, and related tasks and notes. Every interaction with the contacts is tracked and updated in real time for all users to see.
Agile CRM’s online contact management software lets users sync up to three email accounts — including Gmail, Microsoft Exchange, Office 365, or any other IMAP service provider. Agile CRM is used for comprehensive, two-way email communication between staff and customers or prospects. It also has visual contact timelines that show complete histories of contact activity, including emails exchanged, content viewed, and social updates. This visual representation lets teams maintain constant insight into the entire activity history of a contact.
The software lets teams optimize customer relationships in an omnichannel environment. Marketers can provide their customers a seamless and prompt experience, regardless of channel or device. Sales teams can now engage with their customers on a website, mobile device, digital catalog, or social media.
Agile CRM allows teams to improve lead management activity via generating, scoring, nurturing, and segmentation. Its next-generation automation technology enables users to reach out to a potential lead right from the beginning of their interaction and track their digital behavior to gain highly actionable insights.
Users can maintain constant insight into the results of email marketing with Agile CRM. The platform automatically tracks lead activity, such as which emails are opened, which ones are clicked, who opens them, and the actions the lead took on the site after clicking through. Users can also receive real time notifications around those metrics.
Teams can run reports to see which emails are performing the best (e.g. highest open and click-through rates) and which are coming up short, giving insight into which are the best times of day to send emails and which to avoid.
Agile CRM’s customer support features allow organizations to elevate their efforts to the next level and maintain satisfied customers over the long term. Its ticketing functionality allows businesses to organize incoming customer support issues and maintain rapid response times with helpdesk ticketing. Companies can give customers various ways to reach out to the support team and streamline the ticket creation process for agents.
Agile CRM has customer support workflows that automate the routine administration of incoming tickets and the process that moves them through to resolution. Support teams can use workflows to set priority, status, route incoming tickets, and meet SLAs.
Alternatives to Agile CRM
Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.
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(Last updated on 03/07/2022 by Liz Laurente-Ticong)