Agile CRM

All-in-One CRM to Automate Sales, Marketing, and Service.

Freemium

Description

Agile CRM is a comprehensive customer relationship management platform. The introductory material on its website mentions "Kong.ai - World's 1st Self-Training AI Bot," suggesting advanced AI capabilities may be integrated or associated with the platform. Agile CRM provides businesses with an integrated solution to automate sales, marketing, and customer service operations. The platform aims to help companies manage the entire customer lifecycle, from lead generation to deal closure and ongoing support, all within a unified system to prevent data leakage and ensure consistent messaging.

This cloud-based SaaS solution is designed to be affordable, mobile-ready, and user-friendly. Agile CRM supports businesses in enhancing sales productivity through features like 360° contact views and deal tracking, streamlining marketing efforts with automation and campaign tools, and improving customer satisfaction with a robust helpdesk, ticketing system, and knowledge base. It also offers numerous integrations to connect with other essential business applications like Google Apps, Shopify, and social media platforms.

Key Features

All-in-One CRM: Consolidates sales, marketing, and service automation into a single platform.
Contact Management: Provides a 360° view of contacts, deal tracking, calendar integration, and document management.
Marketing Automation: Features a drag-and-drop designer for email campaigns, newsletters, email tracking, and multichannel campaigns.
Sales Enablement: Includes lead scoring, appointment scheduling, project management, and sales gamification.
Helpdesk System: Offers helpdesk ticketing, ticket labels, smart views, canned responses, and customer feedback collection.
Telephony Integration: Supports inbound CTI, auto dialer, voicemail drops, call recording, and call scripts.
Landing Page Builder: Enables creation of high-converting, mobile-responsive landing pages with templates.
Social CRM: Integrates social media interactions, listening, and management within the CRM.
Integrations: Offers connectivity with Google Apps, Shopify, Stripe, Twilio, RingCentral, LinkedIn, and over 50 other plugins/integrations.
Chatbot Software: Provides chatbot capabilities for service automation.

Use Cases

Managing sales pipelines for small to medium businesses.
Automating marketing campaigns for eCommerce platforms.
Streamlining customer support for SaaS companies.
Implementing call center operations.
CRM solution for real estate agents.
Lead generation and nurturing for sales development representatives.
Unified business management for SMBs.

Frequently Asked Questions

How does Agile CRM compare to the competition?

Agile CRM offers a comprehensive platform to manage the entire customer journey, including CRM, sales enablement, marketing automation, and help desk capabilities. Unlike many competitors that offer these as separate products, Agile CRM provides an integrated solution, which can reduce complexity and cost.

Can I change plans or cancel my subscription at any time?

Yes, you can upgrade, downgrade, or cancel your plan at any time directly from Agile CRM’s online dashboard.

How secure is my data with Agile CRM?

Agile CRM uses a highly secure namespace on Google Cloud, meaning your data is stored in a single database, private and separate from other customers, unlike shared databases often used by other CRM providers.

What is the uptime guarantee?

Agile CRM offers a 99.5% uptime guarantee on all paid plans. It is hosted on Google and Amazon cloud infrastructure for scalability and reliability.

Who is considered a "user" in Agile CRM?

A user is any staff member who has their own unique login to Agile CRM. Each user’s actions in the system are tracked, which helps in increasing transparency and efficiency.