Small Business CRM

CRM for Small Business

Automate processes for increased efficiency and align your teams around a single platform.

Small businesses need to be as efficient as possible in order to grow. Agile CRM offers a scalable, end-to-end solution for managing all parts of your business, from marketing and sales to customer support and billing. It’s the perfect solution to grow your business like a Fortune 500 company with few resources.



Integrated Marketing Automation

Increase collaboration between sales and marketing with fully integrated marketing automation capabilities. Create your own landing pages and web forms to capture new leads. Develop and run multichannel campaigns with an intuitive drag-and-drop interface. Gain insight into each lead’s interests and behavior history with advanced lead tracking and reporting. Give sales a view into marketing results to boost lead conversions and deal closure.

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Drip Campaigns



Smart pop-ups

Engage More Leads

Engage your website visitors immediately with built-in web popups. Use them to display targeted offers, encourage signups and send personalized messages based on the pages leads are browsing. Answer web visitor questions with built-in live chat windows. Leverage multimedia email marketing to engage leads and grow their interest in your brand.

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Real-Time Alerts and Notifications

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 engaged to increase the likelihood of converting them. Keep your finger on the pulse of customers’ and leads’ activities so you can strike when the iron is hot.

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Realtime Alerts



Social Suite

Robust Social Media Marketing

Ramp up your social media presence and marketing efforts with social media integrations that let you monitor your brand and those that influence it; identify and capture new leads from social sites; and participate in and dictate the direction of conversations on social media. Social media marketing is incredibly cost-effective for small and medium businesses and a great way to extend the reach of your brand.

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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

360-Degree Contact View

Give all your teams one source of truth about your leads and customers. View everything you need to know about a contact on a single page that includes contact info, communication history, social media profiles, interests, points of engagement, lead scores, and related tasks and notes. A built-in contact manager lets you manage your contacts in a centralized address book.

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Automated Lead Scoring



Personalized Messages

Personalized Outreach

These day’s it’s critically important to do whatever you can to stand out against the competition—particularly for small businesses looking to grow. Personalize your web popups or prospecting emails to include any data you have on them, such as name or location. You only have one chance to grab their attention, so target your message so it resonates.

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Everything Updated in Real Time

Every interaction with a contact is tracked and updated in real time for all your users to see. Plus, it’s all collated in a timeline view so you can gain that insight at a glance. For example, if sales closes a deal and converts a lead to a new customer, marketing can see that and stop marketing to them as if they were a prospect. Keep everyone on the same page and working collaboratively.

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CRM for small business Customer Interaction Timeline



sales automation

Pass Better Leads to Sales

Built-in, automated lead scoring lets you assign scores to leads when they take certain actions, like opening an email, clicking a link, or completing a form. Set a scoring threshold for lead qualification and only pass leads to sales once their score is high enough. This lets sales teams from small businesses focus more on high quality prospects and frees time previously spent reaching out to dead-end leads.

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Track Leads' Web Activity

Smart web tracking features keep a running activity log of every interaction your leads and customers have with your website—slowly creating a profile full of actionable data on that individual. Use this insight to tailor your conversation with leads or send them offers based on their displayed interests.

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Track web activities



Telephony Integration

Better Outreach with Telephony Integration

Every telephone conversation is important when you’re running a small or medium sized business. 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. Record calls, use pre-set call scripts, automate voicemail drops, analyze automatically created call logs and more.

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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.

SMB CRM



CRM for Small Business - FAQs



As a small business owner, do I really need a CRM?

If you manage your customer interactions using spreadsheets, emails or a number of disparate applications, you probably do not have a central database to store all your customer information. This results in your various teams working in silos rather than working collaboratively and sharing information, which can stifle growth. A powerful CRM alleviates that and lets your small or medium sized business operate like an enterprise-level corporation.

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. A CRM for small business can help you market your brand much more effectively and track customer behavior.

The purpose of a CRM 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. Agile CRM sets the foundation for standardized processes and best practices through the use of a single platform across the organization.


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 customer support—such as helpdesk ticketing, feedback surveys, service level agreements (SLA), and tracking and resolution of frequently asked questions (FAQs)—can be automated through one-time setup activities within the small business CRM system. This helps your service team focus more on customer satisfaction and resolving customer issues in the lowest possible time.


How can CRM help to grow my revenue?

It is an established fact that CRMs for small businesses have a direct impact on the number of leads generated and converted, as well as the average revenue per lead or customer.

First, it helps generate high 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 to be effective. CRM lets you track 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.

Second, CRM for small business also helps you to retain 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.


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

Good news! You don’t 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 tools for most of the functionality, and ready-made APIs for integration with other enterprise software. A considerable amount of customization is possible through user-friendly interfaces without any coding knowledge or the help of a 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 instead of worrying about maintaining the application and its infrastructure.


Will a CRM for small business 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 CRMs is capable of handling an enormous number of users and transactions. 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 can’t commit a large part of my budget upfront to CRM. How do I 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 get a first-hand experience setting up Agile CRM and can then leverage its powerful single platform and multi-function capabilities to power your small business. Essentially, there’s nothing to lose!





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