Customer Relationship Management
Online tools to help you manage your sales & marketing pipelines plus bookings and appointments.
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)
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 2019 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.
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.
Watch a video (link)
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 2019 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.
CRM like nothing you've seen before
Grow your relationships, accelerate sales, manage your projects, and streamline business processes—all with Insightly CRM
Grow stronger customer relationships
Insightly can show you who has the strongest relationships to any customer, track the strength of relationships over time, and discover hidden connections through relationship maps.
Customers, emails, and other records can be “linked” to existing contacts in your database, allowing you to quickly determine who knows who, and build a clear view of an organization's structure and informal networks.
Distribute leads to the right reps with automated lead capture and routing. Close more deals faster and with fewer clicks with workflow automation. Manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.
Insightly tracks the most relevant lead information, including a rich activity timeline of marketing campaign source, emails, phone calls, meetings and tasks. Automatically route leads to the right person, in real time, so sales reps follow up on leads while they’re still hot.
Create complex, multi-step business processes with Insightly workflow automation. Send email alerts, create or update records, generate tasks for others when opportunities are won.
Send, track, and save emails
Create and send emails from within Insightly in a few clicks, or send out bulk emails to a list of contacts or leads with ease. Insightly tracks email delivery to customers in real-time and monitors open and click statistics for all email templates.
Manage projects and delivery
Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers.
Design dashboards and track important metrics
With business intelligence built right into Insightly, create beautiful data visualizations to discover insights and chart progress towards your goals. Produce and share dashboards and reports with other team members with drag and drop ease of use, and built-in governance and security.
Work from anywhere
Manage everything on the go with award winning mobile applications for both Android and iOS.
1. Scan business cards
2. Update your projects in real time
3. Move opportunities along