Product Overview of Agile CRM
Agile CRM is a comprehensive and affordable Customer Relationship Management (CRM) solution specifically designed for small businesses, aiming to streamline their operations, enhance productivity, and drive growth.
What Agile CRM Does
Agile CRM is an all-in-one platform that integrates robust sales, marketing, and customer service tools into a single, user-friendly interface. This CRM enables businesses to manage contacts, track leads, automate sales processes, launch email campaigns, and provide exceptional customer support. It is particularly tailored for small businesses, SaaS companies, and enterprises that need to manage both offline and online interactions.
Key Features and Functionality
Contact Management
Agile CRM offers advanced contact management features, allowing you to centralize customer data from various sources, including social media profiles. It updates contact information in real-time, provides interaction histories across all channels (including telephony), and enables tagging and grouping of contacts for better organization.
Project Management
The CRM includes project management tools with a drag-and-drop interface, making it easy to manage workflows. The visual dashboard provides instant overviews of ongoing tasks, and users can filter tasks by status, deadline, owner, or priority. This feature is useful for both sales processes and support team tickets.
Sales Management
Agile CRM features a visual sales pipeline with a Kanban view, allowing you to drag and drop leads through different stages of the sales funnel. It includes deal tracking with custom milestones, automatic follow-ups, real-time metrics, and sales forecasting. The system also supports multiple deal tracks and deal filters to manage the sales pipeline effectively.
Marketing Automation
The platform offers advanced marketing automation capabilities, including a drag-and-drop designer for creating complex lifecycle and drip marketing campaigns. It allows you to score leads, track web activity, and integrate social media into marketing campaigns. Features like custom popups, signup forms, coupons, and surveys help increase conversions.
Email Marketing
Agile CRM includes robust email marketing tools, enabling you to launch complex outbound email campaigns and automate lead nurturing processes. It integrates with third-party email services to ensure high uptime and efficiency.
Customer Support
The CRM provides comprehensive customer support features, including a helpdesk module. It allows you to manage support tickets, track customer interactions, and ensure timely resolutions. Integrations with support tools like Zendesk, Clickdesk, and HelpScout are also available.
Automation and Workflows
Agile CRM allows you to automate various workflows and scenarios based on the changing status of leads. This automation feature saves time for sales and marketing teams by triggering scenarios such as sending automated emails and including prospects in lead nurturing processes.
Integrations
The platform integrates with a wide range of third-party tools, including forms and landing pages (Gravity Form, Unbounce), CMS systems (WordPress, Joomla), eCommerce platforms (Shopify, WooCommerce), billing software (QuickBooks, Stripe), and social networks (Facebook, Twitter, LinkedIn).
Gamification
Agile CRM includes a unique gamification feature that encourages healthy competition among sales teams. It provides custom leaderboards to show individual performance metrics such as deals won, calls made, and revenue generated, which helps in boosting sales performance and revenue generation.
Analytics and Reporting
The CRM offers advanced analytics, metrics, and reports to help businesses make informed decisions. It provides contact-level analytics and campaign metrics, ensuring higher ROI on marketing efforts.
Accessibility and Pricing
Agile CRM is designed to be user-friendly and accessible on the go, with a mobile-ready interface. It offers a free trial and a competitive pricing model, with a free plan for up to 10 users and a starter plan at $8.99 per user per month for additional users. This makes it an affordable and powerful solution for small businesses and growing enterprises.