Agile CRM

Business Profile

Core Value Proposition

Agile CRM provides an all-in-one CRM that automates sales, marketing, and customer service in a single cloud-based platform for small businesses.

Target Customer

Small businesses / SMBs

Key Differentiator

All-in-one CRM with integrated apps and automation at an affordable price, plus a large app ecosystem (30+ apps referenced, with 500Apps integration) and a mobile-ready, cloud-based SaaS platform.

Implementation Timeline

Not specified in the provided content

Pain Points

1Fragmented data and inconsistent messaging across sales, marketing, and service
2Manual, repetitive tasks and handoffs between teams
3Difficulty accessing a unified view of the customer journey and analytics

Key Features

1360° Contact View / Contact Management
2Deals and pipeline management
3Telephony and call-related features (inbound CTI, auto dialer, call recording, voicemail drops)
4Appointment Scheduling / calendar integration
5Project/Task Management and Gamification
6Marketing Automation (email marketing, newsletters, tracking, multichannel campaigns)
7Landing Page Builder / Web engagement / Lead generation
8Social Suite (social CRM, social listening, posting to networks)
9Email Tracking and Automation
10Knowledge Base / HelpDesk / Ticketing with canned responses
11Integrations (Google Apps, Twilio, RingCentral, LinkedIn, etc.)
12Mobile CRM / Offline capabilities (implied by mobile-ready platform)

Target Customer Industries

Client Results

1Close more deals with centralized data and sales automation
2Higher ROI through automated workflows and real-time alerts
3Cleaner data and consistent messaging across teams
4Improved efficiency with single-page contact views and cross-team access

Competitive Advantages

1All-in-One platform spanning sales, marketing, and service
2Affordable pricing with no tiered plans (pricing claims) and free trial for 10 users
3Cloud-based, mobile-ready, and designed for ease of use
4Large ecosystem of apps/integrations (30+ apps referenced; 38–38+ apps in some iterations; 50+ features noted)

Key Benefits

1Automate sales, marketing, and service workflows

2360° view of contacts and buyer journeys

3Centralized, real-time data and analytics

4Easy onboarding with free trial and scalable app suite

Additional Product Information

Product Description

CRM software that combines sales, marketing automation, and customer service in an all-in-one, cloud-based platform tailored for small businesses.

Target Market

Small businesses / SMBs seeking an all-in-one CRM with automation and app integrations

Unique Value Proposition

Affordable, next-generation, all-in-one CRM with built-in sales, marketing, and service automation plus a large app ecosystem, designed for quick adoption by small teams.

Technical Requirements

Not specified in the provided content

Pricing Model

Free for 10 users (no credit card required) • 30+ apps available for $14.99/user (no tiered plans) • Some pages reference 38+ apps; foundational features marketed as 50+ features

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