Agile CRM is the first unified marketing, social, web and sales suite. This small business CRM offers newsletter, web tracking, visual designer, free telephony (SIP), third party integrations and lot more.

1. Sell & Market like a Fortune 500 company
Agile CRM

2. How does Fortune 500 Sell?
Salesforce Automation
● Contact Management, Deals,
Activity, Sales forecasts etc.
● Products
○ Enterprise – Salesforce,
SAP, Oracle, Microsoft
○ SMB – Zoho, Capsule,
Insightly, Nutshell
Gartner CRM
Segments
Marketing Automation
● Automate marketing based
on contact profile, score
leads
● Products
○ Enterprise – Marketo,
Eloqua
○ SMB – InfusionSoft
Customer Service
● Provide support to
customers
● Products – Kana, eGain,
Zendesk, Freshdesk
Social Suite
● Market your brand on
social media, monitor
networks
● Products – Hootsuite,
Tweetdeck, Sprout
social

3. ACRM
M
arketing
Autom
ation
W
eb
Analytics
Social Suite
Third-party plugins
More..
What is Agile CRM?

4. ● Contact management
○ Manage contacts, leads & accounts
○ 360o
contact view with timeline
● Deals
○ Track opportunities
○ Revenue forecasting
● Cases
○ Address customer issues
● Calendar
○ Tasks and events
○ Sync calendar
CRM Features

5. What is it?
“... a system that helps marketers execute multi-channel marketing
campaigns by providing a scripting environment for authoring
business rules and interfaces to a variety of third-party applications.”
- Gartner
Marketing Automation
Use cases
○ Follow up and nurture new leads
○ Send periodic newsletters
○ Onboard new signups
○ Customer lifecycle marketing
○ Convert/upsell to users

6. ● Drag-drop workflow designer
● Define conditional workflows
○ Based on contact profile, or actions
(email opens, page views)
● Multi-channel
○ Send emails, tweets, LN message,
voice mail
● Nurture & Score leads automatically
● Trigger
○ Run campaigns based on actions
● Analytics
Marketing Automation

7. Define rules in Agile to show intelligent popups on your website
Visitor Engagement & Conversion
● Engage known and anonymous
visitors
● Show popups
○ Sign-up forms
○ Information messages
○ Suggest pages to read
● Time them appropriately
○ After certain time, on reaching
end of page, or when they are
about to leave
● Do more actions
○ Run campaigns, add tags/score

8. ● Email & Web Tracking
○ Track email opens, clicks
○ Track website visits by contact
● Notifications
○ In-app and HTML5 notifications
Tracking & Notifications
HTML 5 Notification
In-app Notification
Use Cases
○ Follow-up leads when they are hot
○ Proactively engage with your site visitors
○ Test and optimize email messages

9. Plugins & Integrations
IntegrationsIn-app Plugins

10. ● Call contacts
○ Single click calling
○ DTMF support
● Receive calls
○ Answer calls from Agile
○ Open caller details with single click
○ Missed call notification
● Call history in contact timeline
Telephony - SIP Integration
Link your SIP account and receive/make calls directly from Agile

11. ● JavaScript API
○ Integrate with website and apps quickly
○ Web to lead, tracking, tagging, scoring..
● Backend API
○ More advanced integration
○ Java, PHP, .Net, ...
● Documentation
○ All APIs available on GitHub
○ Documentation & Sample programs
API

12. www.agilecrm.com
care@agilecrm.com
1-800-980-0729
Thank you