- Sales features
- Marketing Features
- Contact Management
- Appointment Scheduling
- Telephony
- Document Management
- Project Management
- Web Engagement
- Social Media Management
- Customer Support
- Team Collaboration
- Reports
1. Sales features
The software equips you with all the tools necessary to manage your leads throughout the customer life cycle, from lead generation to nurturing and capturing. The software harvests leads across multiple platforms, including social media and telephony. Once a lead is generated, the app allows you to easily segment them with customizable tags so you can manage and organize them better.
You can also set up a lead scoring model based on metrics such as demography, age, social media actions, or professional status. The software then takes over and assigns a score to each generated lead automatically. This score lets you know which leads are sales-ready and which are a dead end. What’s more, once the app deems that a lead is qualified, it automatically pushes them down the sales pipeline by assigning the potential customer to a sales rep to follow up.
The platform makes it easy to move leads through the sales process. Using its easy drag-and-drop functionality, you can move deals from one stage to another. Additionally, you can use landmarks and milestones to automate and monitor your sales pipeline. Another great feature is that, based on the activity levels of your sales pipeline, the software predicts what your profit margins and close rates will look like in the future. This sales forecasting tool allows you to plan smarter sales budgets.
2. Marketing Features
With Agile CRM, you can design email, web, social, and even SMS automated campaigns. The software has several workflow templates for everything from welcome emails and newsletters to targeted promos and cart abandonments that make the job easier. You can also create custom multi-step campaigns using the campaign building tool. By enabling the autoresponders, the software sends perfectly timed follow-up emails or SMSs based on a customer’s action or inaction.
The app tracks emails and alerts you anytime a customer opens and reads an email. Besides, you can evaluate your email campaigns using A/B testing to see which one gets the most open and click rates. The software has multiple email templates from which to choose. Helpfully, these are also easy to personalize. You can add your logo and images to the existing templates and customize them further by changing the color, font, and design.
3. Contact Management
The platform’s contact manager stores all your customer data in one central database, so you have easy access to it. A nice feature here is that you can add custom fields to a customer. These allow you to store a veritable treasure trove of information on them. For example, you can create a custom field that lets you record a customer’s hobbies or service interests. This customization helps you add a personal touch to your interactions with them.
With its single-page contact view, you get a birds-eye overview of each customer complete with their contact information, payment history, social media profiles, and points of engagement. The software tracks and records your interaction with every customer and presents you with a visual timeline of their activity, including social media mentions and emails sent and calls made to and fro.
The software makes it easy for you to search through contacts using advanced filters such as tags, lead scores, locations, and campaign status. Furthermore, you can create custom filters that let you create unique contact groupings.
4. Appointment Scheduling
Agile CRM’s appointment scheduling feature lets you create a scheduling calendar that displays your availability to your customers. You can set working hours for each day by defining your start and end times. The software even allows you to set buffer times in between appointments, so you have the time needed to freshen up or prep before the next appointment. Your calendar will simply display these buffer times as unavailable to your customers.
You can also display the location and duration of your appointments on your calendar so that customers have a clear picture of what they are getting. By default, the software gives you location options of online, face-to-face, or telephonic meetings and time slot options of 15, 30, or 45 minutes. You can set the location and duration yourself or allow your customers to choose for themselves.
Once you have created your calendar, the platform generates a unique URL, which you can use to share your schedule with others. You can send this link to your customers in an email or post it to your social media channels. Alternatively, you can embed the scheduler onto your website too.
Importantly, you can share calendars of all your team members to customers with a single URL, a great feature for businesses with large teams. The software notifies you with an email notification every time a customer books an appointment with you. Also, Agile’s calendar syncs with other external calendars such as Google, Office 365, and Microsoft calendars to prevent double bookings.
5. Telephony
A convenient and easy-to-use feature, Agile’s telephony system allows you to make outbound calls and receive inbound ones right from within the software. You can also take notes during the call or add them after your call within the CRM too. What’s more, you can record important conversations and play them back whenever you need to.
Additionally, the software keeps real-time logs of all your calls, so you can keep your team accountable. It also automatically adds detailed call histories to the customer’s timeline, giving you a complete overview of your interaction with them. Other telephony features include call scripts, call forwarding, voicemail drops, enhanced caller ID, and missed-call alerts.
6. Document Management
This CRM platform has a robust document manager that lets you add, save, and tag documents in one location. Additionally, you can attach documents from various sources within the software itself. The app can pull records from your computer, Dropbox, Onedrive, Google Drive, Evernote, and Box. The e-document feature allows you to include an electronic signature option to your contracts for both you and your customers to sign. Importantly, all signed documents are saved and encrypted to ensure optimum security.
7. Project Management
Agile’s project management feature is geared towards helping you manage tasks efficiently. With it, you can create unlimited tasks, set its due date and priority, assign it to a team member, and add notes to it. You can also drag-and-drop tasks around to change their owners or categories, providing a quick and easy way to edit.
The task management dashboard gives you an overview of ongoing tasks. You can choose between viewing your tasks, all team member’s tasks, or only pending tasks on your dashboard. Similarly, you can group your tasks by list view or calendar view. The list view displays all tasks along with its owner, category, priority level, and due date in a tabular manner. With the calendar view, you get a daily, weekly, or monthly overview of ongoing and upcoming tasks.
8. Web Engagement
The software has several well-designed web engagement tools you can use to generate, engage, and capture leads online. These include the landing page builder, web form builder, and pop-up builder. With the landing page builder, you can only choose from twelve landing page templates. That said, all of them are well designed and easy to customize due to its drag-and-drop interface. Alternatively, you can edit your site using the app’s code editor that lets you change the HTML, JS, and CSS code of your landing page.
Furthermore, you can use the platform’s six predefined templates to design a web form. The online web form builder allows you to customize these templates with your company’s logo and colors to mimic the rest of your website. You can then embed these forms onto your landing page, website, or into your marketing emails to collect customer data.
The pop-up builder also has several customizable templates to choose from. You can set conditions that dictate if a pop up should appear to a website visitor or not. These conditions range from visitor type and geography to shopping cart conditions. Additionally, you can define when and where a pop-up appears on your website. Another great feature here is the exit-intent pop-up that can be personalized according to a visitor’s online behavior to offer them freebies or discounts that make them stay on your website.
9. Social Media Management
With Agile CRM’s social suite, you can assess brand sentiment by monitoring mentions of your brand on social media. You can also keep tabs on market influencers by creating data streams that allow you to track their activities. The only fly in the ointment here is that these functionalities are only available for Twitter. For multi-platform social listening, marketing, and reporting, you will have to purchase HipSocial, the company’s comprehensive social media management tool. It costs an additional $10/user/month.
10. Customer Support
Several automation features make Agile CRM’s customer support system a competent one. First, you can design a workflow that takes care of repetitive tasks such as getting SLAs signed, setting ticket priorities and statuses, and routing incoming tickets to agents. Second, you can segregate team members into different helpdesk groups according to their expertise. This way, you can have specialized customer care agents for each department. The intuitive software then ensures that tickets are assigned only to the appropriate helpdesk group. Third, the app allows you to send canned responses to common customer inquiries, further reducing your response time.
11. Team Collaboration
This platform’s gamification feature allows you to introduce a bit of fun and friendly competition between team members, helping them stay focused and reach their sales targets. You can create a custom leaderboard that displays comparisons of the deals won, calls made, tasks completed, and revenue generated between team members. Additionally, you can ensure that the competition does not create a hostile environment by setting team goals and designing incentives when agents mentor and share their tricks of the trade with others. The software does not have an internal chat tool.
12. Reports
Agile CRM offers four types of reports. These are:
- Email reports: Periodic reports on the custom criteria that you choose, such as leads or conversions.
- Growth graphs: This is a visual representation of how your leads are growing across various channels.
- Funnel graphs: Reports on how many leads are at different stages of your sales pipeline
- Cohorts reports: Gives you the percentage of leads you can convert over a user-set period
You can customize reports in all the above categories to include whatever module, date range, or platform you want. Also, you can schedule reports to run at set intervals, and the software will deliver the results to your inbox.
