Agile CRM

Agile CRM Updates

Agile CRM mention · January 18, 2018

The 10 Best CRMs for Small Business in 2018

Business is increasingly challenging, especially for small teams trying to keep up with larger competitors. You might not be able to match them on price or get your products in front of as many people. Your best advantage is that you can give your customers more of a personal touch...read more
Agile CRM mention · June 7, 2017

The 16 Best Free CRM Apps

Ever gotten on a call with someone, only to mispronounce their name or forget which company they work for? Perhaps you needed to email the finance team at a supplier, but can't remember who to contact? That's why you need a CRM or customer relationship manager. Like a...read more
Agile CRM update · April 20, 2017

New for Agile CRM: Automate Your Helpdesk Tickets

Expanding the Agile CRM-Zapier integration, you can now kick off workflows in your other apps from new tickets in Agile CRM. Create to-dos in your task management system, send messages to Slack or even ignite a nurturing flow. The update also adds the option to create a ticket in Agile...read more
Agile CRM update · December 14, 2016

Agile CRM Updates: Trigger Zaps from Changing Deal Milestones

Deals are at the heart of your sales process, but keeping track of all the moving parts is a tricky balancing act. The newest update to the Agile CRM integration lets you trigger Zapier workflows whenever any deal milestone is changed (not just when a deal hits a specific milestone...read more
Agile CRM mention · December 13, 2016

20 Web Apps That Ruled the Workplace in 2016

Each year the Zapier team publishes an updated version of this report. Check the latest list of Fastest Growing Apps for this year. Few things grab the Zapier team's attention like popular new apps—and we're not alone. Whenever the next Pokémon Go or Snapchat comes out, you...read more
Agile CRM update · July 22, 2015

Newly Updated Triggers and Actions for Agile CRM

For many of us, our CRM is our hub of activity. We track basic contact information, deals, milestones, even tasks. Agile CRM can help us keep all of that organized, and when connected to Zapier, you unlock the potential of getting data from all of the other apps you use...read more
Agile CRM mention · November 26, 2014

The 25 Best Email Marketing Apps to Send Drip Campaigns

Email's crazy. Every new communication app claims to be an "email killer", and yet email outlives each one. Love it or hate it, you still likely check email first thing every morning, and pull your phone out every time it vibrates in your pocket with a new message. That...read more
Agile CRM mention · October 2, 2014

Go All-In-One: 10 CRMs with Awesome Marketing Automation Features

Your potential customers are only potential customers for a fleeting period of time. They'll visit your site, perhaps try out your app, check out your menu or look through the services you offer. But if they get bored, can't decide what they need, or just don't see...read more
Matthew Guay
Reviewed by Matthew Guay
Last updated July 5, 2018

It’s easy for your customer and client data to get scattered across apps. Your marketing team needs automation tools to send email newsletters and social media posts that promote your products, while your sales team needs a CRM to track deals and interest. When something goes wrong, your support team answers questions and keeps track of feedback in a help desk app.

Agile CRM is more than just a CRM—it’s all of those tools in one suite. It’s the same data everywhere, presented the way you need for the task at hand. Work on sales, and you’ll get easy access to contact info and deals. Marketing projects will see info on campaigns, email templates, and social networks. Customer support teams using the service view will instead see the inbox of customer questions that need answers. In each view, though, it’s the same contact and company data that powers the entire suite of interworking apps.

Say you’re working with one client who had purchased something from your company last year, and now is interested in buying another thing you sale this year. Open their contact profile in Agile CRM, and you’ll see every interaction and note anyone on your team’s had with them. Did your marketing team send them an automated email about that product? Have they opened a support ticket about an issue they had with last year’s purchase? Has someone written a note with more details about this particular customer? All that and more will be in their Agile CRM profile, along with their recent Tweets, stats on what they’ve viewed on your website, calls your company has made to them, and much more.

You can pull even more data into Agile CRM with its data sync tools. It can connect to Shopify, WooCommerce, and Magento stores, Mandrill and Sendgrid email services, FreshBooks and Xero accounting tools, and more. Agile CRM can pull in customer data from each connected platform and add it to your customer profiles so you’ll have everything about everyone in one place. It can even sync with your G Suite or Office 365 calendar to bring in events.

The core CRM, support, and marketing tools all include the features you need to push your business forward. You can send drip emails and newsletters to keep contacts engaged, with a drag-and-drop designer and A/B testing to make sure your emails perform well. Use similar tools to make landing pages and forms to gather contacts, along with social and mobile tools to send your message out everywhere. You can then track deals with your contacts on the CRM side, taking the most promising leads through your sales process and following up with targeted calls and emails. And you can solve customers’ problems quicker with the integrated knowledge base inside the email and chat-powered help desk so your team doesn’t have to lookup answers every time.

If your team’s struggling to keep track of customer data spread around apps, Agile CRM might be the single system your company needs. It can handle everything about your customers in one place so you have more time to spend on building relationships.

Originally published November 1, 2014; updated July 5, 2018 with new free plan details, screenshots, and details including marketing and service tools.

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