7 Facts You Didn't Know About Agile CRM

Integrations

Updated at Sep 20, 2024

8 min to read

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BotPenguin

Content Writer, BotPenguin

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Today, having a website, brochure, or catalog is not enough to attract customers. Businesses need to be able to manage their interactions with customers and prospects more personally.

CRMs can help you personalize customer interactions by giving you actionable insights into your customers, so you can delight and sell more.

Agile CRM is a popular customer relationship management software that offers a wide range of features and benefits to businesses of all sizes.

While many people may be familiar with the basics of Agile CRM, there are several lesser-known facts about the software that can significantly impact your business's success.

 In this blog post, we'll be taking a closer look at seven facts you probably didn't know about Agile CRM.

Why is Agile CRM popular among businesses?

Better visibility 

You get a better experience and more visibility into vital customer data. You can forecast sales, measure sales activities, and track business performance if you have detailed and comprehensive reports. You can focus on big-picture solutions instead of the tedious, repetitive tasks with information gathered from analytics.

Better productivity 

Agile CRM enhances productivity. The customer service teams can seamlessly integrate and automate various tasks. Agile provides you with a comprehensive collection of customer data that can significantly improve customer satisfaction. It gives tons of valuable insights into different users and their habits.

Access information 

It accesses information anytime, anywhere. Agile CRM provides mobile teams instant access to centralized data, customer service activities, and views into sales processes. Accessing information for a growing business with a complete view of customer history, pricing information, and other types of lead intelligence becomes possible.

Promotes teamwork

Businesses with strong sales and marketing alignment achieve a 20% annual growth rate. Promoting teamwork is one of the reasons why Agile CRM is so effective.

Agile CRM: Features at a Glance

Contact Management

Agile CRM provides robust contact management features, enabling businesses to store, organize, and manage customer information effectively. You can view complete contact information, track customer interactions, set reminders, and get insights into customer behavior.

Feedback Management

Agile CRM has a built-in feedback management tool. It helps you collect valuable customer feedback and track it to improve your products and services. You can easily create and send surveys, collect responses, and analyze feedback to improve customer satisfaction.

Smart Views

Agile CRM's Smart Views feature is a powerful tool that allows you to filter and segment contacts based on specific criteria. This enables businesses to focus on specific customer groups and personalize their marketing efforts accordingly.

Deal Management

Agile CRM's deal management feature helps businesses track their sales deals, manage them efficiently, and close more deals. You can easily set up pipelines, track deal stages, and automate workflows to streamline the sales process.

Telephony

Agile CRM's telephony feature is a powerful tool that allows businesses to make and receive calls directly from the CRM platform. This feature helps you stay connected with customers, log call details, and manage your team's calling activities.

Gamification

Agile CRM's gamification feature is a unique tool that helps businesses motivate their employees and improve team productivity. The platform allows you to set up leaderboards, reward points, and badges to encourage healthy competition and recognize top performers.

Knowledgebase

Agile CRM's knowledgebase feature enables businesses to create a central repository of information, making it easy for customers to access self-service resources. You can easily create and manage articles, FAQs, and tutorials to improve customer satisfaction and reduce support requests.

Email Tracking

Agile CRM's email tracking feature enables businesses to track email opens, clicks, and replies, helping them measure the effectiveness of their email campaigns. You can easily monitor the performance of your email campaigns and improve your marketing efforts accordingly.

Email Marketing

Agile CRM's email marketing feature is a powerful tool that helps businesses create and send personalized email campaigns to their customers. You can easily segment your contacts, create custom templates, and automate email campaigns to improve engagement and conversion rates.

Mobile Marketing

Agile CRM's mobile marketing feature enables businesses to reach their customers on the go, making it easy to engage with them through SMS messages and mobile notifications. You can easily create and send mobile campaigns, track responses, and analyze results to improve your marketing efforts.

Marketing Automation

Agile CRM's marketing automation feature is a powerful tool that enables businesses to automate their marketing tasks, saving time and resources. You can easily set up workflows, trigger campaigns, and track customer behavior to personalize your marketing efforts and improve conversion rates.

Landing Page Builder

Agile CRM's landing page builder feature enables businesses to create stunning landing pages optimized for conversions. You can easily customize templates, add forms and call-to-actions, and track visitor behavior to improve your marketing efforts.

Social Suite

Agile CRM's social suite feature enables businesses to manage their social media presence from a single platform. You can easily schedule posts, monitor mentions, and track engagement to improve your social media strategy and build your brand.

Appointment Scheduling

Agile CRM's appointment scheduling feature enables businesses to schedule appointments with customers directly from the CRM platform. You can easily set up appointments, send reminders, and track attendance to improve customer satisfaction and reduce no-shows.

Project Management

Agile CRM's project management feature enables businesses to manage their projects, tasks, and teams from a single platform. You can easily assign tasks, track progress, and collaborate with team members to ensure the timely completion of projects.

Seven Lesser Known Facts About Agile CRM

1: Agile CRM is more than just a CRM tool

While Agile CRM is primarily known for its CRM capabilities, it offers much more than that. This all-in-one platform includes marketing automation, sales enablement, Telephony, and customer service features designed to help you streamline your business processes and improve your bottom line.

2: Agile CRM offers advanced marketing automation

Agile CRM's marketing automation features are some of the most advanced in the industry. With automated workflows, lead scoring, and personalized email marketing, you can precisely target your audience and maximize your ROI.

3: Agile CRM is highly customizable

Agile CRM's flexible design allows you to customize your CRM system to fit your unique business needs. You can add custom fields, create custom reports, and even integrate with third-party apps and services to further enhance your CRM experience.

4: Agile CRM is affordable

Compared to other options on the market, Agile CRM is remarkably affordable. With plans starting at just $8.99 per user per month, it's an excellent option for small businesses and startups on a budget.

5: Agile CRM offers robust reporting and analytics

With Agile CRM, you can track every aspect of your sales and marketing efforts with powerful reporting and analytics tools. You can see your campaigns' performance, track your website visitors, and get real-time insights into your sales pipeline.

6: Agile CRM is easy to use

Despite its advanced features and capabilities, Agile CRM is incredibly user-friendly. The intuitive interface, helpful guides, and tutorials make it easy for even the most technologically challenged users to get up and running quickly.

7: Agile CRM is highly rated by users

Agile CRM has earned rave user reviews, with high ratings across all major review sites. Customers praise its ease of use, advanced features, and excellent customer support.

Agile CRM Pricing 

Free 

The free plan supports up to 10 users. Following are the features you get with the free plan.

  • 1000 Contacts & Companies
  • Custom Data Fields
  • Lead Scoring
  • Unlimited Deals, Tasks & Documents
  • Appointment Scheduling
  • Form Builder
  • Email Campaigns
  • Web Engagement
  • Email Templates Builder
  • Web-to-Lead
  • Landing Page Builder
  • Chrome Extension
  • Helpdesk

Starter 

This plan starts at $8.99 monthly. Following are the features you get when you upgrade to the Starter plan. 

  • 10,000 Contacts & Companies
  • Custom Data Fields
  • Lead Scoring
  • Unlimited Deals, Tasks & Documents
  • Appointment Scheduling
  • Form Builder
  • Email Campaigns
  • Web Engagement
  • Email Templates Builder
  • Web-to-Lead
  • Landing Page Builder
  • Social Monitoring
  • Chrome Extension
  • Helpdesk

Regular 

This plan starts at $29.99 monthly. Following are the features you get when you upgrade to the Regular plan. 

  • 50,000 Contacts & Companies
  • Custom Data Fields
  • Lead Scoring
  • Unlimited Deals, Tasks & Documents
  • Appointment Scheduling
  • Form Builder
  • Email Campaigns
  • Web Engagement
  • Email Templates Builder
  • Web-to-Lead
  • Landing Page Builder
  • Social Monitoring
  • Chrome Extension
  • 2-Way Telephony
  • Mobile Marketing
  • Helpdesk

Enterprise

This plan starts at $47.99 monthly. Following are the features you get when you upgrade to the Enterprise plan. 

  • Unlimited Contacts & Companies
  • Custom Data Fields
  • Lead Scoring
  • Unlimited Deals, Tasks & Documents
  • Appointment Scheduling
  • Post Call Automation
  • Email Templates Builder
  • Web-to-Lead
  • Landing Page Builder
  • Social Monitoring
  • SES/Mandrill/Sendgrid Integration
  • Chrome Extension
  • 2-Way Telephony
  • Mobile Marketing
  • Access Controls (ACLs)
  • Helpdesk

Agile CRM Integrations

Agile CRM seamlessly integrates with various websites and apps. 

Some amazing integrations are as follows:

  • BotPenguin
  • Linkedin
  • FullContact
  • TowerData
  • Facebook
  • Google Apps
  • Microsoft Exchange
  • VoIP
  • Twilio
  • RingCentral
  • Mandrill
  • SendGrid
  • Amazon SES
  • Plivo
  • Twilio
  • Stripe
  • FreshBooks

Suggested Reading: 
BotPenguin works well with Agile CRM Integration

Conclusion 

Agile CRM is a powerful tool for managing customer relationships and growing your business. By taking advantage of the lesser-known features and capabilities of the software, you can streamline your sales and marketing processes, improve customer engagement, and ultimately drive more revenue. 

Whether you're a small startup or a large enterprise, Agile CRM has something to offer. So why not try it and see how it can help you take your business to the next level?

Want an awesome customer support option that seamlessly integrates with Agile? Check out BotPenguin. An intuitive and easy to use chatbot creator platform, 

FAQs

 Can Agile CRM integrate with other tools?

 Yes, Agile CRM offers a range of integrations with third-party apps and services, including Zapier, Slack, and more.

 Is Agile CRM cloud-based?

 Agile CRM is cloud-based software, meaning you can access it from anywhere with an internet connection.

 Does Agile CRM offer mobile apps?

 Yes, Agile CRM has mobile apps for both iOS and Android devices, allowing you to manage your business on the go.

 What kind of customer support does Agile CRM offer?

 Agile CRM offers a range of customer support options, including live chat, email support, and phone support.

 Is Agile CRM suitable for small businesses?

 Agile CRM is an excellent option for small businesses and startups, with affordable pricing and customizable features.

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Table of Contents

BotPenguin AI Chatbot maker
    BotPenguin AI Chatbot maker
  • Why is Agile CRM popular among businesses?
  • BotPenguin AI Chatbot maker
  • Agile CRM: Features at a Glance
  • BotPenguin AI Chatbot maker
  • Seven Lesser Known Facts About Agile CRM
  • BotPenguin AI Chatbot maker
  • Agile CRM Pricing 
  • Agile CRM Integrations
  • Conclusion 
  • BotPenguin AI Chatbot maker
  • FAQs