Agile CRM

Agile CRM Review

Agile CRM is a cloud-based CRM software that integrates the main functions of sales, marketing and web engagement in a single platform.

Designed especially for small and medium-sized businesses, this tool offers a wide range of features for project management, contact management, email tracking, landing pages, social media marketing and much more.

Among the advantages of Agile CRM, there is the convenience of having all the information on projects and the work team in a single dashboard, viewing the status of the work, managing communications and collaborations and thus increasing the productivity of the work team.

Theinterface is very intuitive and thanks to the drag and drop function it is easy to assign jobs, track the progress of each project, manage team work, etc. ..

With this software it is possible to manage resources, personnel and company activities automatically thus optimizing the time that would be lost by carrying out the same activities manually. Agile CRM has an online calendar where you can program automations and notifications, meetings, deadlines with the possibility of “adjusting” plans during construction.

The drag and drop function is also available for building landing pages, so you can customize them to get maximum conversions and  already optimized for social media thanks to the integration with a suite dedicated to social media marketing.

Agile CRM has 3 main functions: Sales, Marketing and Customer Support, but let’s see in more detail what these functions allow you to do.

Sales Management

Agile CRM also has, unlike other tools of the same “family”, a section dedicated to sales. Through the platform it is possible to monitor contracts and follow all stages of the sale to keep the entire sales process under control and make sure that everything goes smoothly.

– Calendar which allows you to manage your team’s appointments with the possibility of synchronizing it with Google Calendar. It also allows you to automate calls and sending emails;

– View360 where you can view all aspects related to the prospect and customers, conversations, their activity on social media and online presence. Each interaction can be viewed in chronological order;

– Gamification a concept that has recently entered the marketing language, Gamification represents an effective tool that aims at the active involvement of the user, so as to be able to achieve certain objectives;

– Auto Dialer, i.e. the ability to call several contacts with a single click:

– Lead Prospector, a recently introduced feature that allows you to add leads, objectives and contracts to the CRM platform with one click from Google Chrome.

Marketing Features

As regards the management of the marketing part, this tool allows you to speed up your work thanks to automations and effective management of contacts which are archived and organized to allow access at any time and from anywhere.

Agile CRM has an entire section of the platform dedicated to lead acquisition. This section contains the main functions of marketing automation, such as the autoresponder to manage the email part with A/B tests; social marketing; SMS marketing; creation of landing pages and pop ups with the drag and drop system; statistics and reports of campaign progress (clicks, opening rates, etc…). Having all these tools in a single tool allows for great budget savings, which in the case of startups is essential in order not to waste resources to be allocated elsewhere.

Customer Support Features

A point often ignored by many companies, but which in many cases makes the difference between a good company and a bad one. In fact, marketing does not stop at the sale, but continues even after with the management of customer requests and problems. Agile CRM facilitates this task thanks to its section dedicated to customer assistance or Customer Support.

The platform allows you to catalog the type of problem encountered by the customer so that it can be managed by the most appropriate department (technical, commercial, etc…); it is then possible to assign status and priority to the requests received (waiting,processing etc…) in the dashboard, so as to immediately view the requests and their urgency. It is also possible to add an alert to establish maximum resolution times for problems. Finally, this software provides reports to understand the average resolution times of problems, useful for understanding the points in which improvement is needed.

How much does AgileCRM cost?

Agile CRM has 3 paid plans and a fourth totally free up to 10 users. You can choose monthly, annual or every two years billing; the latter option gives access to a 40% discount.

The 4 tariff plans are divided into:

• Free. Completely free for 10 users. Includes: 1,000 contacts and companies; custom data fields; lead scoring; unlimited offers, activities and documents; appointment scheduling; personalized offer milestone; email tracking; web engagement; contact level analysis; email template builder; landing page builder; 5,000 branded emails; 1 Plugins/Integrations; email support; Google sync; Chrome extension; basic reports and much more.
• Starter from $8.99/month per user. Includes: 10,000 contacts and companies; custom data fields; lead scoring; unlimited offers, activities and documents; appointment scheduling; personalized offer milestones; email tracking; web engagement; contact level analysis; email template builder; landing page builder; 5,000 branded emails; 3 Plugins/Integrations; email support; sync with Google/Shopify/Stripe; Chrome extension; base, email and team reports and much more.
• Regular from $29.99/month per user. Includes: 50,000 contacts and companies; custom data fields; lead scoring; unlimited offers, activities and documents; appointment scheduling; personalized offer milestone; email tracking; web engagement; contact level analysis; email template builder; landing page builder; 5,000 branded emails; 50+ integration and plugins; sync with Google/Shopify/Stripe; marketing automation; social monitoring and much more.
• Enterprise from $47.99/month per user. It includes all the features available on the platform and many unlimited features.

PROS

• Intuitive and easy to use interface.
• All the main features useful for marketing in a single tool.
• Cheaper than others in its category.

CONS

• Only available in English.
• Suitable for small businesses and startups.

Features

• A/B Test
• Cloud
• Drag and drop
• Subscription
• User Friendly Interface
• Versione Free

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