Every telephone conversation is important when you’re running a small or medium sized business. Whether it’s your sales team or your customer support team, the more efficient they are at making calls, the better your bottom line will look. Agile’s Call Center CRM provides a seamless integration of your telephone system and CRM solution, eliminating the need to switch between the two when managing calls and outreach.
With multiple telephony integrations, Agile CRM allows your team to make, receive and record calls, create call scripts, take notes, automate voicemail, and more. In the digital era, traditional telephony frameworks just won’t cut it, so make the transition to an advanced call center CRM.
From your CRM, locate the record of the contact you wish to call, then make an outbound call to that person with the click of a mouse. Receive inbound calls via pop ups that alert you of an incoming call while you work. Already on a call? The call center will recognize that and ask if you wish to answer or ignore it.
Add tags to leads or customers while chatting with them to enable targeted follow up in the future. For example, if the lead expresses interest over the phone, tag them as “sales ready” (or any other tag you deem appropriate) so you can include them in your upcoming calling campaign. Then automate your calls to all “sales ready” leads and move through them more efficiently.
Run manual or automatic call campaigns on a single contact, or group of contacts. Dial them in sequence and set the wait time between calls. Take notes as you move through your calls. Set the system to automatically add tags following the conversation, for the most organized campaigns possible.
A user-friendly interface makes it easy to enable call recording features and record any call with a click of the mouse. Every contact’s call history is tracked and all recordings are saved for future reference.
With the addition of a simple widget, you can maintain a view into the entire call and activity history of any given contact. Once your call is in progress, you can take notes, which get added to the contact’s call history for easy reference in the future.
With automated voicemail drops, you can record a message, use your CRM to segment out a target group of recipients, and leave that voice message for everyone in the segment without having to make calls. Or, save multiple pre-recorded messages and leave them automatically when someone does not answer your call, saving you the time of having to leave the same message again and again.
Agile’s Call Center CRM enables you to add predefined scripts to certain tags. For example, set different standard scripts for conversations with leads and customers. When speaking to contacts tagged as “leads” your product pitch script pops up. For “customers” your new product enhancements script pops up. Ensure your team’s outreach is always on message.
Keep track of the data and metrics around all calls made and received with reporting that provides insight into call results. Maintain a view into calls by user, call duration, reporting around call outcomes, and more. Just like with all Agile reporting, you can also schedule these to be delivered to your email on a recurring basis.
With the ability to leverage advanced telephony integrations, you’ll increase efficiency and maximize effectiveness of telephone outreach and customer support. It’s simple and intuitive to integrate your favorite application—such as Twilio, VoIP, CounterPath, Skype and Ring Central—with Agile CRM.
When every call counts, you can’t afford to lose one. Agile’s Call Center CRM enables users to understand each customer at an individual level, obtain all the relevant customer information in a single view, and access that information when it matters most. Stay ahead of the game and maintain delighted customers by adopting Agile’s Call Center CRM.
I've seen and used dozens of CRMs. This one may change the market upside down. Absolutely great, easy-to-use and powerful.
Agile CRM is an exciting and powerful system. The capability to create complex workflows is immensely useful and easy - simply a matter of drag and drop.
We like Agile CRM because it's built for a combination of offline/online business, like a SaaS company that manages enterprise deals. It's full of features, but doesn't feel cluttered as they keep things clean and simple. And we love that they keep adding integrations.