Contact management, sales enablement, marketing automation, and customer support… all for free.
Among Agile CRM’s free CRM tools, it an expansive set of sales enablement features that help small businesses maximize their efficiency and close more deals with more precision. Here’s a glimpse into what you can expect with your free Agile CRM account:
This lets you view everything you need to know about each contact in your entire database, on a single page. Every interaction your teams have with the contact is tracked in a chronological timeline for all to see, vastly improving alignment across your various teams.
Agile CRM comes with loads of pre-defined data fields. But every business is unique, with unique terminology and operating processes. Custom data fields let you configure the system to speak your language, with field names that match the terminology you use on a daily basis.
Agile’s CRM tools double as your personal planner, with tasks that help you organize your workload so you don’t let things fall through the cracks. You can also set reminders so that you never miss a beat along the way.
Complete with the ability to request and collect electronic signatures, this feature lets you streamline your document and proposal process. Upload documents, save them in the CRM, attach them to contacts, and route them out as you need.
Save tons of time by selecting the time slots when you are free, then posting your calendar online so that prospects and customers can schedule time with you at their convenience. Read more about free CRM tools for appointment scheduling.
Streamline the management of all your open opportunities. Create multiple deal tracks with custom milestones, trigger automatic follow-ups, get real-time metrics and predict future revenue. Just one more of the free CRM tools you get with Agile CRM.
Make, receive and record calls from within the CRM. Use the auto dialer to reach more prospects in less time. Use voicemail drops to pre-record voicemails and automatically leave them when someone does not answer your call.
Ramp up competition and collaboration among your salespeople with gamification features. Nothing helps to drive sales and revenue growth like a little friendly competition. It’s one of the free CRM tools that set Agile apart form the competition.
It’s hard to believe that included in the free CRM tools you get with Agile CRM are so many marketing features. The capabilities provided here—for free—typically cost hundreds of dollars per month. It’s no wonder Agile CRM is the preferred solution for small businesses looking to grow. Let’s take a closer look:
It’s one of the core elements of a strong digital marketing presence. You get pre- designed and custom email templates for professional-looking communications to prospects and customers. Include videos and images in emails, pull in your own branding, leverage A/B testing, and more.
Place web pop-ups across your site to engage customers and prospects when they arrive at certain pages or take certain actions, which you determine. Display discounts, sign-up forms, coupons, and more.
Create highly engaging landing pages with an intuitive drag-and- drop page builder. Choose from a wide variety of pre-designed landing page templates or create your own custom pages. It’s one of the best CRM tools for lead generation.
Capture new leads with web forms that you can place on your landing pages on in web pop-ups. Augment data on existing leads by asking for additional information that will let you personalize your approach to each lead in your database.
One of the great free CRM tools you get is the ability to automate the scoring of leads for behaviors such as visiting web pages, opening emails, completing forms, and so on. Use this to better qualify leads so sales can focus on the best prospects.
Part of Agile CRM’s analytics and reporting, email tracking lets you see how many people are opening and clicking on your emails so that you can refine your approach as you grow.
One of the reasons Agile CRM is a great solution for startups and small businesses with limited resources is that it delivers complete help desk and customer support features that let you operate like the Fortune 500. It’s hard to go wrong with so many free CRM tools at your disposal.
Help desk ticketing lets you streamline your support ticketing process. Tag tickets for easier organization. Monitor response times across your team and maintain high levels of customer satisfaction.
Put specific reps into groups that are designated to support specific segments of customers to ensure that customers get the assistance they need from someone who understands their specific issues.
Agile CRM’s ticket labels allow you to categorize tickets based on commonalities relevant to your business. Then you can automate workflows based on those labels to streamline your customer support.
Canned responses allow you to prepackage numerous email responses to commonly asked questions and route them out in an instant when a common question comes in. It saves time for your reps and gives customers immediate responses.
These provide at-a- glance insights into the metrics that drive customer support excellent, right on your dashboard. Configure your smart views to give you quick updates on the metrics you need to follow. Keep your finger on the pulse of your customer support efforts.
Service level agreements set clear expectations for your support team and your customers, providing clarity around what customers can expect and giving your support team goals to work toward. Track performance against KPIs and analyze results to continuously improve your customer support.
Use them to automate the routine administration of incoming tickets and the process that moves them through to resolution. Use workflows to set priority, status, route incoming tickets and ensure your SLAs are met.
When someone arrives on your website, a live chat window appears that lets customers address their issues immediately with a live rep. It helps reduce ticket backlog, as often times issues can be resolved in the chat without further investigation.