Today’s business owners and entrepreneurs are plugged in 24/7, making deals and growing their enterprises around the clock. The new Agile CRM mobile app gives you access to the info you need when you need it.
With Agile CRM for mobile, you can now take Agile with you on your mobile devices and enjoy instant access to essential information about your contacts and pipeline. The new app’s streamlined, intuitive interface makes it easy to capture trade show leads, snap up marketing opportunities, and update tasks and deals when you’re out in the world and on the go.
Agile CRM’s slick new mobile dashboard is a natural extension of our integrated sales and marketing functionality. One click on the main dashboard shown above can bring you the details you need when you need them. From the main dashboard, click-thru to your Contacts, Deals or Calendar, or change your Settings.
From the Agile CRM mobile app’s main Contacts page, you can add new contacts and tag them for relevant campaigns before you’ve even finished a conversation with them!
The Contacts function is more powerful than one might think. Combined with our industry-leading marketing automation tools and contact-level analytics, smart use of contacts can move your business to the next level. On the mobile app, click-thru to Contact Details to view and modify each contact’s info, including tags, notes, tasks and events. Don’t be too conservative with tags – you can always remove or adjust them later depending on how your contacts respond to particular campaigns. You might even want to create a ‘mobile’ tag and add it to all the contacts you add using our new mobile app, just to help you keep track.
Below contacts on your Agile CRM mobile dashboard, you’ll find Deals. Click-thru to the Deals page and the mobile app makes it quick and easy to check both open and closed deals, move relevant milestones, and get a clearer real-time picture of your business process. You can set which deals are displayed in Settings.
The mobile edition of Agile also includes a useful Calendar. Just like the calendar in Agile’s web app, you have access to tasks and events, and can choose between a monthly, weekly, or monthly view. If you’re a Google Calendar user, it’s easy to integrate Agile and Google Calendars for seamless 2-way sync. Go here for instructions and details.
We’re excited to be making Agile available on your smartphone. As we’re still in open beta, our first release of the mobile app is available for iOS, with more devices on the way soon. We’ll also be adding offline support and more in the next mobile app update.
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