Customer Relationship Management
Online tools to help you manage your sales & marketing pipelines plus bookings and appointments.
Introducing Outlook Customer Manager
Get a complete view of interactions with each customer, track tasks and deals in progress, and see timely reminders to stay on top of customer relationships—all within your inbox.
One view on customer information
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.
Focus on what counts
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 what matters is top of mind.
Stay 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 quickly
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.
Outlook Customer Manager is available at no extra cost to Office 365 Business Premium subscribers. Office 2016 is included with the Business Premium subscription.
Learn more at Outlook Customer Manager relationships made easy for small businesses. And Check out the video.
Online scheduling your customers will love
Microsoft Bookings, included with Office 365 Business Premium subscription, provides convenient and flexible online options that make it easier for your customers to schedule appointments with your business.
Watch a video.
Spend less time scheduling
Bookings gives you a quick and easy alternative to scheduling appointments over the phone. A customizable public 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.
Delight your customers
Customers will love the flexibility, convenience, and control they get with Bookings. Booking online simplifies scheduling and cuts down on phone tag. And for those customers who prefer to call, you can enter information manually and all confirmations and reminders will be sent as usual.
Enjoy fewer missed appointments
Reduce no-shows with automated reminders for customers and staff. Appointments appear on staff calendars as soon as they are made and are updated automatically. Customers can add appointments to personal calendars with just a few clicks. So everyone knows where they need to be, and when.
Manage bookings on the go
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 easily email, call, or text customers, or create a new appointment with a few taps.
With Marketing Automation, Telephony, Helpdesk, Web Engagement, Social Media Integration, Email Campaigns and Mobile Marketing.
Top 3 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.
Free of charge for 10 users.
Watch a YouTube video demo (link)
Zoho CRM is ready. Are you?
When customers engage across email, social media, and in person, you should, too. With Zoho CRM, you can. Bring all your conversations into one place, and make the most of your interactions at a moment's notice.
A good CRM gives you insights into running your business. A smart CRM gives you the information you need in a way that you can use it. An ideal CRM offers you a solution to simplify your processes from day one. Zoho CRM includes the good, the smart, and the ideal in an enterprise-ready package.
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.
Do more with familiar tools
Winning the loyalty of customers today means knowing what they need and staying connected. Give your employees the power to understand and engage customers with familiar tools they use every day like: Outlook, Word and Excel.
With Microsoft Dynamics CRM Online and Office 365 you get an integrated, affordable solution that helps you gain a complete view of your customers, close more sales, and build ongoing relationships with familiar technology from Microsoft.
Xlconsulting can provide you with a 30 day trial of Microsoft Dynamics CRM + Office 365 but we do not have the expertise to design your Dynamics CRM solution. We can refer you to other Microsoft Partners in Cambodia who will assist you with your Dynamics CRM setup.
Read more about Microsoft Dynamics CRM + Office 365 on this web site.