Small Business CRM

Small Business CRM

Scale faster with the Best CRM for Small Business

Integrated Sales and Marketing

Agile is a perfect SMB CRM for sales and marketing. Define complex drip and lifecycle marketing campaigns in minutes with a drag-drop interface. Send out automated messages to your customers at the right moment with the right information.

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Drip Campaigns

Smart pop-ups

Convert More Leads with Smart Pop-ups

Engage your website visitors with smart messages. Use automated popups to display personalized deals, encourage signups and send appropriate messages based on the pages they are browsing. Gather new leads and convert them with Agile CRM for SMBs.

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Real-time Alerts, Notifications and Activity Logs

Know when contacts open an email, click a link, reach a new stage in a campaign or browse your website. Call them when they are hot and increase sales. Save time and scale the smart way using Agile’s free crm for small business.

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Realtime Alerts

Social Suite

Expand Your Reach with Social Suite

Monitor your social media accounts directly from Agile, schedule tweets and include social media in campaign workflows. See social data in contact profiles. Stay ahead of the competition with the ultimate social Small Business CRM.

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Megan Pillsbury

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.

Megan Pillsbury

Operations Director, Applied Wine

Increase Sales with Automated Lead Scoring

Define lead scoring campaigns and score leads automatically when they open your emails, click links or browse your website. Follow up with the right leads and convert more.

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Automated Lead Scoring

Personalized Messages

Better ROI with Personalized Messages

Automatically personalize sales and marketing emails based on customer interests to get better ROI. Send coupons based on contact activities and browsing habits to convert more sales.

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All Your Customer Interactions in One Place

Integrate your email with Agile’s CRM using Google Apps or IMAP and see emails exchanged and other activity in a beautifully crafted timeline in chronological order.

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Customer Interaction Timeline

sales automation

Convert Your Leads to $$$

Agile is the perfect free crm for small business to convert leads into paying customers. Automatically create deals, assign them to your sales representatives, add tasks for follow up calls. Define your sales process and let Agile do most of the job for you.

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Track Contact Web Activity

Track your prospects’ visits to your website. Know their interests, time spent, location, referrer and segment them based on their web activity.

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Track web activities

Telephony Integration

Ultimate SMB CRM with Telephony Integration

Call, receive, record and analyze your calls to your contacts with free telephony integrations like SIP, Twilio directly from the contact's page in Agile’s small business CRM.

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Designed for Small Business

Sign up today and find out why Agile CRM is the fastest growing CRM for Small Business. Grow faster, sell smarter and engage your leads at every stage in the pipeline. Reach a new level of success for one low price.


CRM for Small business - FAQs

As a SMB owner, do I really need to look at CRM?

If you manage your customer interactions using spreadsheets, emails or a number of disparate applications, there is a high probability that you do not have a central database with all your customer information. So in effect, your marketing, sales and service teams are ‘blind’ and struggling to find a basic customer profile and interaction history every time they face a customer. As your business scales up this way, you will inevitably see deals falling out because of missed appointments and irate customers because of service issues. If you feel that you can deliver an enterprise-level customer experience if your teams are empowered with customer data at the point of sale, CRM for SMBs is the way to go.

If your brand has a web and social media presence but you are not actively tracking customer engagement, chances are that you are missing out on a number of opportunities for grabbing mindshare for your brand. If you feel that you can market your brand much more effectively if you can track customer behavior and have all your marketing collateral well organized in one place, small business CRM can do that for you.

The basic premise of CRM for SMBs is to build a centralized 360-degree view of each contact which can be leveraged in a number of ways for acquiring new leads and retaining customers. SMB CRM sets the foundation for standardized processes and best practices through the use of a single platform within the organization and enables it to scale up in a sustainable manner.

How is CRM going to save my time and money?

With limited staff, you need to leverage business automation to increase the productivity of your team members. CRM can help you execute repetitive tasks such as email campaigns and follow-ups for service issues in an automated manner enabling your teams to save time without compromising on the quality of customer experience.

CRM for small business helps you save costs in almost all customer facing functions.

Marketing: CRM for small business allows you to micro-segment your contact database so that marketing communication is targeted only to the most relevant audience thus ensuring maximum ROI from marketing campaigns.

Sales: CRM for small business allows for automated lead qualification and scoring, which helps the sales team to focus its efforts on the ‘hottest’ leads. It also automates lead nurturing through email and web interactions thus reducing the efforts required by the on-field sales teams.

Service: Most parts of after sales service such as feedback surveys, service level agreements (SLA) tracking and resolution of frequently asked questions (FAQs) can be automated through one-time setup activities within the small business CRM system. So your service team is focused only on resolving customer issues in the lowest possible time.

Most CRM systems also provide ready-made reports to enable you to monitor process KPIs on a real-time basis without the need of additional team members to collate data and create reports manually.

How can CRM help to grow my revenues?

It is an established fact that Small business CRM systems have a direct tangible impact on the number of leads and the average revenue per lead or customer.

Firstly, it helps generate quality leads from inbound content marketing tactics. Conventional outbound marketing tactics can prove costly and difficult to execute for a small business because they entail a host of specialized activities for them to be effective. CRM can enable tracking lead and customer behavior to understand how customers discover your brand, which content they find engaging and what else can be done to nudge them towards making their first purchase. It uses this data to automate most of the customer interactions over the web, social media and even telephony.

Secondly, CRM for small business also helps you to retain and grow existing customers. Your service team is equipped with the customer’s product preferences and is ready to make the most of any cross-sell or upsell opportunities. It can even pass such leads seamlessly to the sales team if required from within a single platform.

I don’t have a full-time IT team to customize and maintain the CRM system. What do I do?

Choosing the right marketing automation software requires careful consideration of several important parameters:

Well, you do not need one. Most small business CRM applications are available as secure web-based packages, are easy to setup and provide automatic updates. They provide drag and drop ease for most of the functionalities and ready-made APIs for integration with other enterprise software. Even a considerable amount of customization is possible through user-friendly interfaces without any coding knowledge or technical team. For further technical support, most CRM providers have a support team that can be leveraged. So you can focus on growing your business and stop worrying about maintaining the application and its infrastructure.

Will the small business CRM system be usable even as we scale up over the next few years?

Once your business processes are aligned with the CRM system, scaling up doesn’t pose any problems. The cloud-based infrastructure of small business CRM systems is capable of handling an enormous number of users and transactions within the system. Also, if the chosen CRM application is simple to use, it becomes easy to drive adoption across the organization. It becomes an integral part of the routine for your team members and new employees can adopt the system with minimal training. Also, straightforward periodic pricing plans based on the number of users and functionalities required, help you foresee your costs as you scale up and plan accordingly.

I do not want to commit a large part of my budget upfront to CRM. How to start?

CRM requires zero upfront investment. In fact, Agile CRM is free to try! You just need to register on the website and you are all set to start using it. You can have a first-hand experience of setting up Agile CRM and can leverage its powerful single platform multi-function capabilities to power your SMB.

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