What is Agile CRM?
Agile CRM provides a comprehensive suite of tools to manage the entire customer lifecycle. It combines sales, marketing, and service functionalities into a single platform, enabling consistent messaging and preventing data silos.
This cloud-based CRM is mobile-ready, offering a fast and user-friendly experience. Agile CRM is an affordable solution focused on helping businesses grow by streamlining their processes and improving customer relationships.
Features
- Contact Management: Close more deals with single-page contact management.
- Deals: Track stages and milestones of your deals.
- Telephony: Enjoy one-click calling, call scripts and voicemail automation.
- Appointment Scheduling: Share your calendar online and automate scheduling, invites, and follow ups.
- Marketing Automation: Marketing workflows with an easy drag-and-drop designer.
- Landing Page Builder: Create high converting, mobile responsive landing pages.
- Email Marketing: Get complete email marketing features with newsletters, analytics, and more.
- Helpdesk: Enable your business to provide customer experience that’s more personalized.
- Knowledge Base: Enabling a self-service portal to help customers help themselves.
- Social Suite: Integrate social media easily into your marketing campaigns & contact views.
Use Cases
- Managing customer interactions and data.
- Automating sales processes and tracking deals.
- Creating and executing marketing campaigns.
- Providing customer support and managing tickets.
- Building and maintaining a knowledge base.
- Integrating social media into marketing efforts.
- Streamlining internal communication and project management.
FAQs
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Can I change plans or cancel my subscription at any time?
You can upgrade, downgrade, or cancel your plan at any time. Plus, you can simply do this yourself from Agile CRM’s online dashboard. -
How secure is my data with Agile CRM?
Agile CRM uses a highly secure namespace on Google cloud, which essentially means your data is stored in a single database rather than being stored in a massive, shared database. This allows your data to remain private and separate from that of other customers. You will not share a database with other customers, as is often the case with other CRM providers. -
What is the uptime guarantee?
Uptime refers to the amount of time a system will be available to you online—in other words, how likely is glitch or bug to make the system temporarily unavailable. Agile CRM offers a 99.5% uptime guarantee on all paid plans, meaning the system will be available 99.5% of the time, guaranteed. We are hosted on Google and Amazon cloud for scale, so you’ll see virtually no downtime. -
How can I add more emails to my account?
You can add more emails to your Agile CRM account by buying an email add-on package. The emails from the add-on package last for one month from the time of your purchase. -
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 back to that specific person, which aids in increasing transparency and efficiency.
