Agile CRM Reviews & Ratings

Agile CRM

4.3 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 9 Ratings

Total 4.5 out of 5 stars
ease 4 out of 5 stars
features 4.5 out of 5 stars
design 4 out of 5 stars
support 4 out of 5 stars

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What is CloudM?

CloudM, a celebrated SaaS enterprise, started modestly in Manchester and has rapidly expanded into a worldwide presence within a few years. Their dedicated team of technology innovators has created a SaaS data management solution that streamlines and automates labor-intensive tasks such as IT administration, onboarding and offboarding processes, archiving, and migrations. This efficiency allows organizations to maximize their use of SaaS applications like Microsoft 365 and Google Workspace. Serving over 35,000 clients, including prominent names like Spotify, Netflix, and Uber, CloudM’s comprehensive platform effectively transforms the office experience into a more automated and efficient operation, ultimately reducing time, alleviating stress, and cutting costs for its users. Their innovative approach not only enhances productivity but also reshapes the way businesses interact with technology.

What is Agile CRM?

All-in-One CRM Platform. Enhance your sales, marketing, and customer service efforts through an integrated solution. Safeguard your data and maintain consistent communication across all platforms. Benefit from Agile's modern capabilities and integrations, paired with easy implementation and exceptional customer support, all at an attractive price point. This cloud-based SaaS tool is designed to be mobile-accessible, effective, and user-friendly. Agile CRM provides a selection of pre-designed email marketing templates that elevate your business's professional image with eye-catching designs. Delve into Agile's various email marketing options, select your preferred template, create engaging content, and schedule automated campaigns seamlessly. Furthermore, you can create customized templates without any coding knowledge, allowing you to incorporate your branding for enhanced impact. By leveraging Agile's innovative features and effortless integrations, you can streamline your business processes while benefiting from straightforward setup and dependable support. With its fast and mobile-compatible interface, Agile CRM guarantees a smooth and efficient user experience, empowering your team to work effectively from anywhere. Embrace the future of customer relationship management with Agile and witness the transformation in your business operations.

Media

Media

Integrations Supported

Google Workspace
Box

Integrations Supported

Google Workspace
Braintree
Chat Metrics
ClicData
CoRover.ai
Drupal
Easyflow
Exposebox
Facebook
Gmail
Leverly
Magento
Microsoft Outlook
PBXDom
SendGrid
Shopify
Unbounce
Zendesk

API Availability

Has API

API Availability

Pricing Information

Pricing is customised for a businesses specific needs. Customers can choose to purchase migration licences only, or benefit from a full CloudM Platform licence where businesses can migrate date, but also automate their IT administration.
Free Trial Offered?

Pricing Information

$8.99 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CloudM

Date Founded

2008

Company Location

United Kingdom

Company Website

cloudm.io

Company Facts

Organization Name

Agile CRM

Date Founded

2012

Company Location

United States

Company Website

agilecrm.com

Categories and Features

Cloud Migration

Not specified

Email Signature

Auto Update
Campaign Specific Signature
Legal Disclaimer
Signature Management
Templates

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources

License Management

Trial License

Categories and Features

Call Center

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Real-time Chat
Reporting/Analytics

Call Tracking

CRM
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management

Customer Service

Alerts / Escalation
Appointment Management
Knowledge Base
Live Chat
Self Service Portal

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Email Management

Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Email Marketing

A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Template Management
WYSIWYG Email Editor

Email Signature

Campaign Specific Signature
Content Creation
Image Management
Legal Disclaimer
Signature Management
Social Media
Templates

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Gamification

Collaboration Tools
For Sales
Leaderboards / Activity Tracking

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Popup Builders

Not specified

Project Management

Agile Methodologies
Client Portal
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Push Notifications

A/B Testing
Analytics
Campaign Segmentation
Contextual Targeting
Device Targeting
Expiry Notifications
Geo Targeting
Mobile Notifications
Notification Scheduling
Web Notifications

Sales Force Automation

Call Management
Campaign Management
Channel Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting

SMS Marketing

2-Way Messaging
Contact Management
Message Personalization
Mobile Coupons
Mobile Keywords
Reporting/Analytics
Scheduled Messaging

Social Media Marketing

Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Keyword Filtering
Multi-Account Management
Post Scheduling

Social Media Monitoring

Audience Segmentation
Competitive Analysis
Customer Engagement
Dashboard
Influencer Tracking

Task Management

Collaboration
Create Subtasks
Gamification
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Web Analytics

Campaign Management
Conversion Tracking
Goal Tracking
Keyword Tracking
Multiple Site Management
Pageview Tracking
Time on Site Tracking
User Interaction Tracking

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