Agile CRM is one of the most popular marketing, sales, and service CRM for small and mid-sized businesses. It is a cloud-based application ideal for small and mid-sized businesses. The tool offers telephonic tools, contact management, scheduling appointment, marketing automation, project management, and a set of knowledge base functions. Users can monitor their deals, keep note of the stages and milestones to ensure that every sales journey is a smooth and unified process. The tool’s drag-and-drop interface is highly intuitive, which makes it easy for the users to create projects, assign tasks, and track the progress of each project and tasks. Also, users can create custom landing pages that really enhance conversion rates and optimize their social media marketing efforts with an integrated social media marketing suite.
Free for 10 users
Capabilities and Supporting Set of Features
The first screen that appears when you creates an account is the dashboard. It shows revenue, deals, calls, and tasks completed. The window also shows a list of contacts that includes the customer success team. It also shows a calendar, a list of tasks, and a list of activities at the bottom of the window. You can also add a dashlet on the dashboard. A dashlet a small summary component that displays relevant information on the dashboard. It can be added byclicki9ngon the “Add Dashlet” button on the top right corner of the dashboard. You can also download a Chrome Extension, an Android application, and an iOS application from the dashboard by clicking on the download button on the top right corner.
Agile CRM allows you to add or import contacts in the application. This can be done simply by importing through CSV, or Salesforce, or from any other platform. Contacts feature can be accessed directly from the dashboard by clicking on the contacts icon on the left pane. Apart from adding the contact directly through a CSV file, you can add contacts by clicking on the “+ Add Contact” button on the top right corner of the screen. The contact feature also shows information such as basic information, company, tags, and lead score.
The feature lets you add companies to the tool. This can be done by clicking on the “+ Add Company” button on the top right corner of the screen. For this, you only need to add the name along with the URL to add to the listing. The company feature also shows details such as basic information, owner name, star value, and created date. You can also add tags, remove tags, send an email, bulk update fields, export as CSV, and delete entries from here. All these features are available on the click of the button present on the top panel of the website. The tool also allows you to add filters to get quick access to the companies you need.
You can add documents that can be used to maintain records about the marketing activities of your organization. This can be done by clicking on the “+ Add Document” button on the top right corner of the screen. You can also add an eDocument to the application by clicking on the “+ Add eDocument” button from the center of the screen.
Agile CRM is an application that offers a feature where you can manage your business messages in the tool’s inbox. Similar to any other mailing platform, the feature shows a list of emails in different folders such as sent, drafts, and trash. The inbox also allows you to compose emails to share with your customers. This can be done by clicking on the compose button present on the top left corner of the screen.
The application is currently unavailable on mobile platforms.
- Hubspot CRM
Pros and Cons
- Easy to add new contacts both manually and automatically.
- Email and the messaging feature is easy to use.
- Automated process for sales
- Effective and efficient notifications to the customers.
- The reporting feature is a little complicated.
- Needs improvement in the overall UI.
- Integrations with other platforms such as Tableau can be improved.
- The provided templates are highly useful for the users saving a lot of time.
- Feature of e-newsletters
For more details, please visit the Agile CRM website.
Read Also : Product Review – Salesflare