Customer Relationship Management
Online tools to help you manage your sales & marketing pipelines plus bookings and appointments.
Track and grow your customer relationships right within Outlook. Designed for small businesses.
Outlook Customer Manager is available at no extra cost to Office 365 Business Premium subscribers. Office 2016 is included with the Business Premium subscription
Keep customer information in one place
Spend less time managing data and more time with customers. Outlook Customer Manager automatically organizes information, including emails, meetings, calls, notes, tasks, deals, and deadlines in one place.
Never miss what’s important
No more losing customer emails and tasks in your inbox. Timely reminders and a unified list of your most important contacts and deals help to ensure that what matters is top of mind.
Get team members on the same page
Share customer information with your whole team so that customers have a consistent experience no matter who they talk to.
Get started simply
With Outlook Customer Manager, you don’t have to install new software or spend days training your team. And because your data stays in Office 365, you don’t waste valuable time setting up connectors to other software or services or managing separate products.
Access it on the go
Work doesn’t always happen in front of a desk. The Outlook Customer Manager mobile app for iOS gives you quick access to customer information when you're on the go or want to capture new information quickly.
Learn more at Outlook Customer Manager relationships made easy for small businesses. And Check out the video.
Simplify how customers schedule and manage appointments. Designed for small businesses.
Microsoft Bookings is available at no extra cost to Office 365 Business Premium subscribers. Office 2016 is included with the Business Premium subscription.
Your customers will love the flexibility, convenience, and control they get with Bookings. They can visit your booking page whenever they want, book the time and service they need, get a confirmation email and calendar invitation, and reschedule or cancel if they must. For customers who prefer to book by calling you, simply enter their appointment details and Bookings sends all confirmations and reminders.
Bookings gives you a fast, easy alternative to time-consuming, frustrating phone-scheduling. An easy-to-set-up, customizable webpage lets your customers find available times and book appointments 24/7. You get a private calendar for managing your schedule and automatic confirmations and reminders that save time.
Missed appointments are bad for business. Decrease your no-shows with automatic reminders for customers and staff. Appointments appear on staff calendars as soon as they’re made and are updated automatically. Customers can add your appointments to their personal calendars and reschedule or cancel them with just a few clicks. So everyone knows where they need to be, and when.
Manage appointments anywhere
Need to contact a customer about an appointment or reschedule on the fly? With the Bookings mobile app, you have full access to your customer, staff, and calendar info where and when you need it. Use the app to email, call, or text customers or create a new appointment with a few taps.
Watch a video.
With Marketing Automation, Telephony, Helpdesk, Web Engagement, Social Media Integration, Email Campaigns and Mobile Marketing.
Top 4 Reasons to choose Agile CRM
1. All-in-One CRM
Automate your sales and marketing in one platform. Avoid data leaks and enable consistent messaging.
Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price.
Modern. Simple. Super fast.
4. Free of charge for 10 users.
Watch a YouTube video demo (link)
Grow Faster with Nimble
The #1 Rated Social Sales & Marketing CRM
Manage Relationships Without Data Entry
Nimble automatically updates itself with relevant prospect and customer information from dozens of data sources. See details about where they work, where they went to school, where they’re from and how you're connected.
See Team Customer Interactions Effortlessly
Have everything about team customer engagement at your fingertips. Nimble gathers your team's contacts, calendars, email and social interactions with social profile details from everywhere and keeps it up to date.
Right Place, Right Time, Right Prospect
Leverage Nimble’s powerful Relationship Intelligence to easily identify key contacts and turn connections into conversations and relationships into revenue.
Nimble Works Everywhere You Work
Nimble is the first CRM that works wherever you’re engaging customers. The Smart Contacts App provides the context you need to connect intelligently and take action from any social site or business app
Check out a video.
iGlobe CRM Solution is a customer-driven Microsoft Office 365 application that ensures a total customer overview by giving a 360 angle view of the activities and the relationship to the Customer.
Reduce email clutter and focus only on what matters. Keep customers emails inside CRM. You can save e-mails and create a Company or a Contact directly from Outlook. iGlobe let you use the email applications you already know.
Integration to Online accounting software
Import & update customers and current sales with a simple action directly into iGlobe. See a list of invoices. You can even create a company from iGlobe in your ERP. Our free connector let you set up a connection between your accounting application and iGlobe CRM systems within minutes. An additional option to import from Excel complete the connector choices.
Boost Sales Productivity
Predict your sale. Track your sales opportunity all the way from lead until the sale is closed. Sales Managers need visibility into the activities of their reps and insight into where they stand with their pipelines. iGlobe provides powerful opportunity management, forecasting and reporting capabilities, so sales managers can be confident their teams are producing at their full capacity.
A part of your Office 365
Not like others, that try to integrate to Office 365 or say they integrate to Office 365, iGlobe IS a part of your Microsoft Office 365. iGlobe CRM is a SharePoint Online app. The seamless integration with all Microsoft Office products will enhance usability and team collaboration.