Agile CRM – Everything You Need to Know in 2020

No matter what industry you belong to, having strong relationships with customers is crucial for any business. These relationships form the foundation of a stable, successful business. However, maintaining the relationship is a tough nut to crack. It is where CRM software comes into action.

What does CRM stand for?

If you’re looking for Agile CRM, then you could already know this, but still, let us cover it. CRM stands for Customer Relationship Management systems. They help in managing all the data related to customers and potential customers and helps with contact management, sales management, productivity, social media integration, team collaboration and more.

How to Choose the Best CRM for your Business?

If you run a business, you must have heard or even understood the importance of using a CRM. These systems can help you track the interaction of your brand with every customer and manage customer accounts. A CRM is no less than an essential part of running a big, successful firm in which a significant amount of data is generated regularly.

There are hundreds of CRM solutions available, and it is important to find the best CRM software for your business. Choosing a CRM software should be primarily based on how much you understand the benefits of using a system.

Agile CRM is a popular CRM software that meets the needs of all modern businesses. In this article, we will cover everything you need to know about Agile CRM and how it can be used for your business.

Agile CRM

Agile CRM is a cloud-based CRM software with which you can automate the sales, marketing, and support process of your business in one place. It provides a central area for your business to store customer’s data, tracks your interactions, and utilizes valuable information to grow and to sustain your business.

It has several impressive features, including contact management, lead management, email tracking and much else to support your business.

Why use Agile CRM?

The best thing about Agile CRM is you do not need not technical knowledge to use it and the learning curve is quite steep. It is also easy to use, quick in performance, mobile-ready, and so you can even use it on the go.

With Agile CRM in place, you can check and work on every question that your end consumers raise every service request you get, and even the details of the interaction with them in the past. You can also use it to add notes, schedule follow-ups and organize the work-related activities. Ultimately, you can ensure you make the most of all opportunities you get to grow your business.

Agile CRM Review

Many technology and software review sites have reviewed this CRM and in almost all of the sites, the Agile CRM review rating has been 4.5/5 stars. This is not an easy feat to achieve and you could only achieve this if you have a product that really helps business owners.

Note: Some people search for the term “Agilecrm” but the correct terms are ‘Agile CRM’; Agile and CRM are separate words; Not to be confused.

Let’s dig deeper to know about Agile CRM’s features and integrations in detail.

Important Features of Agile CRM

Quick and Easy Contact Management

If you want to cater to the best interest of your targeted audience, it is crucial to know and understand its interests and behavior during brand interactions.

  • Agile CRM comes with an impressive Contact Management System that allows your team to access customer profiles
  • You can use these profiles to understand the customer better before engaging them and to provide personalized assistance
  • The customer profile could include His/Her – contact info, communication history, social media profiles, points of engagement and more; all at one place
  • It also lets you sync up email accounts with Agile CRM to maintain two-way communication with your customers

Deals and Milestones Tracking for Sales Automation

Sales is an important milestone in the sales process of every business, irrespective of the industry. As a business owner, you want to make sure you convert almost every prospect that interacts with your brand.

This is where Agile CRM’s next-gen tools can help you, as well. Using the tools, you can easily

  • Create deal tracks for personalized milestones,
  • Set automatic follow-up triggers, and
  • Get insights about the real-time metrics of the sales process.
  • Automate your sales process and makes your sales process ‘Smart’
  • For smart sales automation, Agile CRM’s sales platform has all you need

Also, sales forecasting in Agile CRM helps you predict future revenue based on your sales activities. Using the predictions, you can streamline your business strategies to empower growth.

Helpdesk Software

A positive customer support experience is an essential part of a customer’s journey with your business. To support that fact, Agile CRM comes with a host of helpdesk automation features to help you assist your customers whenever they need you.

It is a perfect solution for small as well as established enterprises to deliver IT support services and other support services. Important helpdesk features include,

  • Ticketing  – to help you resolve customer issues in the least time possible
  • Segmentation – to route the raised tickets to the right team
  • Ticket analytics with a smart view to check their priority
  • Create ticket labels for better organization
  • Also, create canned responses to revert to the frequently asked questions

CRM Telephony

Your sales team’s interactions with the end customers are valuable enough to give you greater insights for business growth.

Agile CRM has been built with top-notch telephony capabilities to support your business. You can,

  • Call your customers through your Agile CRM dashboard using a virtual dial pad
  • Receive calls from the contacts while staying in the system
  • Take notes during or after the conversation
  • Record calls and plays them back to get the much-needed information from your customers

Whether it is voicemail delivery automation, tailor-made call scripts, or email follow-up automation, you can do it all with Agile CRM.

Seamless Project Management

The integration of sales and marketing front is crucial to enable seamless management of projects in hand. What’s most important is that no team works in isolation but stays connected to others through consistent messaging and avoiding data leaks.

Agile CRM has a simple and easy-to-use project management tool to help you manage various tasks between the sales and marketing teams. You can,

  • Organize tasks using the drag-and-drop feature
  • Sort tasks based on priority, deadline or status
  • Assign new tasks to the right team members on the go
  • Prioritize everything at work and stay up to date

Marketing Automation Software

Irrespective of your business size, the success of marketing campaigns depends on how well they have been optimized to target the end customer.

Using Agile CRM’s marketing automation software you can,

  • Run and manage multiple marketing campaigns effectively
  • Connect with all your customers in a personalized manner
  • Define seamless customer experience, regardless of the channel or device, be it on a website, mobile device, or social media platforms
  • Shorten up the sales cycles and close more deals in less time
  • Set Auto-responders, send periodic newsletters
  • Run multi-channel marketing campaigns

Social CRM

Social media CRM is like a coin that has two sides. On one side, it works by enabling businesses to engage with their customers through social media channels. While on the other, it is a software that allows integration with social channels like Twitter, Facebook, and others to extract customer’s or prospects’ complete information. Agile CRM works like that coin, being an all-in-one social CRM.

It has all the features you need to empower the sales, marketing, and support teams via the Agile CRM dashboard. You can also post updates to social media from within the suite, interact with customers, and capture leads.

Email Tracking

Email marketing campaigns targeted to the customers or prospects can help your business to grow if you continuously work upon improving their performance.

With Agile CRM’s email tracking features, you can automatically track,

  • How many emails you sent are opened,
  • Which ones get clicked
  • Who opened them
  • what the visitors did on your site after clicking through the emails
  • Also, check email campaign analytics to check which emails perform the best and which ones do not

It also gives you the tools to perform email A/B testing to improve and optimize email marketing campaigns. This way, you can score and segment leads based on user behavior.

Mobile Marketing CRM

The count of people using smartphones has increased exponentially all over the world, which makes mobile marketing one way to approach your target audience for sales and support needs.

Agile CRM offers behavior-based customer targeting and you can start reaching out to your contacts and enable mobile marketing campaigns effortlessly. You can

  • Schedule messages to be delivered on specific dates & time
  • Even personalize your messages through custom SMS fields to get a higher response rate
  • Set automatic mobile messages like welcome messages
  • Follow-up or confirmation messages, as per the contact’s actions

 Agile CRM Integrations

Traditionally CRMs are used as simple systems that retain customer information based on manual entries, but now you can integrate CRMs with other solutions to automate the entire workflow of your business. So you could be thinking about Agile CRM integration with other solutions.

Agile CRM integrates seamlessly with some popular 3rd-party service providers, apps and websites. You can integrate your billing, email, support, and social apps for complete customer information access for smarter selling.

Agile CRM – Twitter Integration

Twitter is a popular social platform since it gives a way to express their opinion in minimum words. It gives you a ton of insights about your target audience.

Agile CRM integrated smoothly with Twitter for you to know your customers better. For instance, you can,

  • Run marketing campaigns via Agile CRM
  • Automate tweets to users based on their likes or preferences
  • Track their opinions through their tweets
  • See what they are interested in talking about
  • understand their hangout joints

Agile CRM – Facebook Integration

Agile CRM’s Facebook integration widget enables you to find the Facebook profiles of your contacts and pull them into the CRM.

This way, you can gain deeper insights into the interests of the contacts to build better connections. Facebook integration setup in Agile CRM is a simple 3-step process of locating the widget, adding it and authorizing your Facebook account.

Agile CRM – Google Apps Integration

Agile CRM easily integrates with all the Google apps you use to help you manage them all in one place.

You can sync your contacts in your Google account to the CRM, sync your events in the Google calendar with the Agile Calendar, and view your conversations with the customers via email chronologically in the CRM.

Agile CRM – Office 365

You can smoothly integrate Agile CRM with Microsoft Office 365 and Outlook servers and you can sync your Agile CRM account with your Office 365, Outlook servers and Exchange mail servers to see all your interactions with your customers.

Agile CRM – Twilio Integration

Twilio-Agile CRM integration comes with unlimited options to communicate to your contacts via voice call or message right through the CRM.

It means there would be no need to switch back and forth between the CRM and your phone to deal with your clients. You can,

  • Set up call campaigns by using the bulk dialing functionality
  • Make call conferences/transfers easily
  • Use more options like call data reporting and analytics, call recording, and pre-recorded voicemails

Agile CRM – WordPress Integration

If you run a WordPress business website or blog, you can integrate it with Agile CRM to add features of smart popups for higher user engagement on your site. As a result, you will witness a reduced bounce rate, increased subscriptions, and higher sales.

There are Agile CRM’s exit-intent popups that come up at the very moment a visitor is about to leave a page. You can do simplified web tracking on your contact’s activities and stay connected to them via auto-responders in the CRM.

WooCommerce – Agile CRM Integration

Running a WooCommerce website is not an easy task as it involves keeping a tab on the customer’s activity, offering them what they are exactly looking for and then staying in touch to build the relationship.

WooCommerce – Agile CRM integration can help you grow your business in a variety of ways. Based on the customer’s data, you can segment them up, perform bulk actions, deliver customer support, share them invoices right through the CRM dashboard.

Other Useful Information on Agile CRM

Agile CRM – MailChimp

Agile CRM does not provide integration with MailChimp because it has the necessary email marketing features. So they consider themselves to be a MailChimp alternative. But if you still require Agile CRM-MailChimp integration you can do so using Zapier integrator.

Agile CRM Pricing

There are 3 pricing plans for Agile CRM along with the free plan. Each of the pricing plans differs in features and are created in mind to meet the needs of different levels of businesses. They are,

  • Starter – $8.99
  • Regular – $29.99
  • Enterprise – $47.99

The pricing is for each member/employee per month.

Agile CRM Free Version

There is also an Agile CRM free version with limited features and integrations. You can try the free version before buying any of the premium versions.

To try their free version to have to register here, and then sign in to Agile CRM.

Agile CRM Free Limitations

The main limitation of the Agile CRM free version is that you can only add 1000 contacts (potential customers). The free version lacks any major features so that you cannot manage your business with free CRM. Other limitations include,

  • Get only 1 plugin / integration
  • Offer only email support
  • Can make only 500 API calls per day

Agile CRM Contact

If you have a pre-sale question you can contact the Agile CRM sales team using this email – or you can schedule a call here, based on your time zone. They have representatives available for any time zones.

If you require business-related information about the company you can see Agile CRM’s Crunchbase page.

Agile CRM Support

They have a good support team available 24/7, to help you anytime. For any support related queries you can contact Agile CRM support by calling their helpline – 1-877-904-4227 or through email – You could also schedule a call.

Agile CRM Tutorials

They offer clear documentation with straightforward and easy to understand Setup Guides and also conduct training webinars to teach their customers how to best use their products. There are also independent creators you have Agile CRM tutorials in platforms such as SlideShare, YouTube, etc.,

Agile CRM, at its core, comes with the features of marketing automation, web analytics, and social suite integration. In other words, you can call it a complete sales and marketing software that can help you grow your business. What are you waiting for? Sign up today.

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