[ Agile CRM Reviews ](https://www.g2.com/products/agile-crm/reviews) [ Agile CRM Reviews ](https://www.g2.com/products/agile-crm/reviews) # Agile CRM Features ##### ## Platform (29) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Document & Content Mgmt. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Mobile Access Access software remotely via mobile devices Lead Generation Manage the process of attracting and converting business prospects into leads Customization System provides sufficient customization to meet business requirements Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Lead Generation Manage the process of attracting and converting business prospects into leads Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process List Management Manage contacts across multiple mailing lists Mobile Access Access software remotely via mobile devices Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Customization Allows users to customize chat colors, text, logos, and branding. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting Provides analytics tools that reveal important business metrics and track progress Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Show More ##### ## Sales Force Automation (10) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Partner Relationship Mgmt. (PRM) Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Quote & Order Management Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Contract/License Management Track, store, and access client contracts or licenses Show More ##### ## Marketing Automation (7) Email Marketing Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. Campaign Management Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Marketing ROI Analytics Enables analysis of effectiveness of an organizations various marketing activities Email Management Manage, store and organize emails within the system or via third-party apps File Management Create, save, and store files Deal Management Defines specific deal parameters to negotiate and secure deals Show More ##### ## Customer Support (20) Case Management Tracks issues/help requests reported by customers through the resolution process. Customer Support Portal Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Knowledge Base Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Call Center Features Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Support Analytics Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Workflow Management Create, design and manage workflows for repetitive tasks Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Sales Pipeline Management Pipeline view and tracking lead status Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Calendar Management Track and manage schedules and meetings via an integrated calendar Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Template Management Create, save, and re-purpose templates for emails, forms, etc. Predictive Analytics Predict future data based on historical data sets Document Management Store, manage, and track all electronic documents in a centralized location Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Commission Management Tracking, calculating, and paying commissions and earnings to employees Field Sales Management Manage or track sales completed by field teams/employees Show More ##### ## Integration (12) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Third-Party Integration Addition of necessary external data, applications, tools, or features Internal Chat Integration Incorporation of a chat or messaging system within an organization's internal communication infrastructure Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Real-Time Data Receive data and information in real time Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Mobile & Social (7) Social Collaboration Features Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Social Network Integration Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Customer Support Provide online support for your customers through live chat or help desk functionality Multi-Channel Social Integration Integrate with more than one social media network Show More ##### ## Reporting & Analytics (14) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Basic Reporting Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. Web Analytics Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. ROI Analytics Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. Revenue Analytics Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. SEO / Keyword Analytics Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. Behavior Analytics Track and analyze user behavior within a system or network Real-Time Analytics Analyze and gain insights into data in real-time Campaign Analytics Track and interpret campaign performance metrics Website Analytics Track and analyze information regarding website visitors Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Sales Analytics Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) Show More ##### ## Email Marketing (4) Building and Personalizing Emails Create and design emails with an editor; manage templates; personalize dynamically Sending Outbound Emails Create targeted lists, schedule and manage bulk email sending. Manage Email Deliverability Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. Automated Email Responses Set up automated nurturing emails based on events, online activities, and lead scores Show More ##### ## Online Marketing (8) Landing Pages and Forms Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. Dynamic Content Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. A/B Testing Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. Mobile Optimized Support mobile-optimized emails, online forms, and landing pages. Search Tracking and Optimization Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Multivariate Testing Create many versions of emails, forms, or actions and gauge which is most effective Customizable Forms Customize contracts and forms to collect specific information Show More ##### ## Lead Management (21) Marketing Lead Database A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. Data Quality Management Data quality consists of deduplication, cleansing, and appending your marketing database. Segmentation Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. Lead Scoring and Grading Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. Lead Nurturing Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. Email Tracking Track delivered, received, and opened emails Automated Alerts and Tasks Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. CRM Lead Integration Sync lead, contact, account, and opportunity information with your CRM system. Third-Party Integrations Set up connections to third-party platforms to improve business processes Real-Time Data Receive data and information in real time Social Marketing Manage campaigns and track engagement for marketing efforts across social media channels Email Marketing Create and send email blasts/campaigns Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Activity Tracking Track and document all activities across devices, networks, and other systems Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Campaign Segmentation Search Marketing Track visibility and traffic from search engines SMS Marketing Send promotional campaigns or transactional messages via text messages Website Visitor Tracking Monitor activity of individuals who visit your website using cookies Show More ##### ## Campaign Management (7) Program Management Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. Event / Webinar Marketing Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. Calendaring Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. Budgeting Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Show More ##### ## Social (7) Social Listening Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. Social Sharing Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. Social Campaigns Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. Social Media Engagement Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. Social Media Advertising Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Multi-Campaign Manage multiple campaigns in one system Show More ##### ## Ticket and Case Management (16) Ticket Creation User Experience User Experience of creating and submitting a ticket Ticket Response User Experience User Experience of responding and receiving a response Workflow Route tickets based on values of fields, changes to ticket status and time based conditions Automated Response Respond to common requests with standard reply Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Attachments/Screencasts Documents and files can be attached to the ticket to communicate with customer issues/resolutions Ticket Collaboration Share and collaborate on tickets with multiple customer service representatives Customer/Contact Database Central repository for account and contact information Workflow Management Create, design and manage workflows for repetitive tasks Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Ticket Management Track, manage, or resolve user requests and IT incidents/issues Call Center Management Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Queue Management Monitor wait time and abandonment for incoming requests that have not been routed Inbox Management Organize, prioritize, and manage incoming communications Support Ticket Management Allow customers/users to submit support queries and service requests Email Management Manage, store and organize emails within the system or via third-party apps Show More ##### ## Communication Channels (6) Customer Portal Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents Email to Case Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket Live Chat Support Ability for customer service agents to communicate with customers via live chat to solve problems live Social Media Integration Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks Voice Make and receive calls directly in the application. Track and record calls for analysis. Video Chat Chat with your counterparts over the video in real time Show More ##### ## Communication (7) Pop-up Chat Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. Notifications Delivers notifications to both sides of the conversation. Targeted Emails Sends automated emails to further engage clients and potential clients. In-App Messaging Allows for live chat to be enabled within the app for customer help. Co-Browsing Allows agents to join a customer's browser session and navigate through the website with them. Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Real-time Consumer-facing Chat Engage in direct, instant messaging with consumers Show More ##### ## Internal Use (6) Customization Allows users to customize chat colors, text, logos, and branding. Conversation Archiving Archives conversations in a separate location for later reference. Lead Development Enables employees to denote potential customers. Knowledge Base Establishes a knowledge base for employee reference during conversations. Team Inbox Provides a central location for help requests, helping employees respond sooner. Customer Profiles Allows for the creation of profiles for contacts and customers. Show More ##### ## Analytics (3) Open Rates Records the rate at which emails are opened. Link Activity Records the rate at which links in emails are followed. Attachment Activity Records the rate at which email attachments are opened or downloaded. Show More ##### ## Customizations (6) Email Platform Integration Syncs information from other software such as contacts, emails and calls to reduce manual data entry. Email Scheduling Allows administrators to schedule out emails in advance. Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Email Categorization Allows for the categorization of emails. Templates Allows for the creation of templates for frequently-sent emails. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Design and Customization (4) Pre-Designed Templates Provides pre-designed themes and templates for pop-up messages Pop-Up Types Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc. No-Code Customization Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface Mobile Optimized Pop-ups are optimized to display correctly on mobile devices Show More ##### ## Campaigns (4) Targeting Ability to target specific visitors based on referrer, geo-location, cookies, or previous history Triggered Campaigns Ability to trigger time-based or behavior-based pop-up campaigns A/B Testing Tools for creating split A/B tests Analytics Measure and visualize campaign performance and conversion rates Show More ##### ## Integrations (9) CRM/Email Integrations Integrates with popular CRMs and email marketing software WCM Integrations Integrates with web content management systems E-Commerce Integrations Integrates with e-commerce platforms Social Media Integrations Integrates with social networks E-Commerce Integration Integrates with e-commerce platforms. Third-Party Integrations Set up connections to third-party platforms to improve business processes Domain Integration Allows companies to connect landing pages to their existing domain. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Show More ##### ## Page Customization (5) Drag and Drop Allows users to drag and drop items and content to customize their site's look. Templates Provides ready-made templates for simplified landing page creation. Advanced Customization Allows users to edit a page's HTML or CSS code, or add custom code. Content Library Allows users to upload and manage content such as photos, videos, and audio. Email Templates Pre-made examples and templates for emails Show More ##### ## Page Optimization (7) A/B Testing Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion. Mobile Responsive Creates mobile responsive pages for optimized viewing on mobile devices. Web Analytics Gives users insight into unique pageviews, conversions, visitor location and device type, etc. SEO Optimizes content to increase search engine result rankings. Real-Time Analytics Analyze and gain insights into data in real-time Campaign Analytics Track and interpret campaign performance metrics Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Customization (5) Custom Fields Allows users to add custom fields to forms that aren't already on the templates Conditional Logic Enables forms to hide or show certain fields based on respondents' answers Multi-page Forms Allows users to create forms with more than one page Design Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) Forms Creation & Design Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Show More ##### ## Additional Functionality (262) Embedded Forms Enables forms to be embedded onto a website without having to create code from scratch Offline Capability Can used without an internet connection Notifications Sends notifications when a completed form is recieved Payments Contains integrations with payment processors, enabling users to accept payments through forms Mobile Forms Allows users to build, distribute and access forms from a mobile device Customizable Forms Customize contracts and forms to collect specific information Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Social Promotion Market event via social media tools Customizable Branding Add customized logos and colors to align with company branding Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Live Chat Ability to chat online in real time Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Generative AI Use AI to generate content in the form of text, images, videos, etc. Mass Texting Send messages to multiple subscribers at the same time Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Email Templates Pre-made examples and templates for emails Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Lead Capture Automatically identify and save contact information of potential customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Marketing Automation Automate workflows and trigger campaigns based on customer actions Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Marketing Calendar See past and upcoming campaigns and communications in a calendar view Customizable CTAs Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Data Import/Export Import and export data to and from software applications Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export Import and export data to and from software applications Lead Capture Automatically identify and save contact information of potential customers Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Email Tracking Track delivered, received, and opened emails Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Segmentation Group leads or contacts based on their specific characteristics Customizable Fields Customize data fields to support various needs and use cases Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Interaction Tracking Track interaction history by documenting conversations for contacts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Referral Tracking Log and store the source of contacts/leads Quotes/Estimates Generate quotes or estimates for customers Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Email Templates Pre-made examples and templates for emails Sales Reports Reports specific to sales analysis for trends and strategies Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Reminders Timed notification for any upcoming task, deadline, appointment, or activity Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Data Security Protect sensitive data for digital privacy Customizable Reports Alter the layout and content of reports Calendar Sync Synchronize with other calendars to view mutual availability and schedules For Startups Primarily serving startup companies Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. For iPad Devices Operate/access software on iPad Devices Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Activity Tracking Track and document all activities across devices, networks, and other systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Mac Devices Operate/access software on Mac Devices Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects Lead Nurturing Engage with a lead throughout the sales process by actively providing information Gamification Games or game-like elements to track progress and reward accomplishments Prioritization Arrange tasks based on the level of priority or urgency Web-based Deployment SaaS, web-based, online deployment Softphone Use your computer as a phone device to make calls over the internet Single Sign On Allow users to access multiple services after entering their login credentials once Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Mobile App Access the system via a mobile application Email Sequences Set up automated email sequences to streamline outreach and engage leads/contacts Customer Segmentation Process of dividing customers into groups based on common characteristics Lead Assignment Manually or automatically assign leads to sales reps For Small Businesses Designed for small businesses Live Chat Ability to chat online in real time Business Card/Badge Scanning Capture contact information by scanning a physical item and having the system automatically extract data from the scan Data Visualization Graphical representation of data Customer Social Profiles Track customers' activities across social networks and maintain details about their demographics, preferences & more Social Promotion Market event via social media tools Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Brand Tracking Monitor social media posts or web that mention a particular brand Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Real-Time Analytics Analyze and gain insights into data in real-time Email Management Manage, store and organize emails within the system or via third-party apps API Application programming interface that allows for integration with other systems/databases Single Sign On Allow users to access multiple services after entering their login credentials once Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Third-Party Integrations Set up connections to third-party platforms to improve business processes Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Canned Responses Shortcuts for inputting frequently used messages Surveys & Feedback Gauge satisfaction and receive information for improvement and success Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Transfers/Routing Transfer queries and organize messages between agents Geotargeting Geographic location of visitors determines behavior of the software Interaction Tracking Track interaction history by documenting conversations for contacts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Transcripts/Chat History View messages sent by both parties during the chat conversation Document Storage Store and organize documents in a centralized system Screen Sharing Digitally share screen view with others Contact Management Manage, organize, and store contact information Autoresponders Create and automatically send premade copy in response to customer messages Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Mobile Access Access software remotely via mobile devices AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Offline Form Form to collect visitor contact information when live chat isn't available Real-Time Monitoring Active monitoring of systems, applications, or networks Support Ticket Management Allow customers/users to submit support queries and service requests File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Chatbot AI-based platform which conducts a conversation via auditory or textual methods Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Autoresponders Create and automatically send premade copy in response to customer messages AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Monitoring Active monitoring of systems, applications, or networks CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Gamification Games or game-like elements to track progress and reward accomplishments Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Customizable Fields Customize data fields to support various needs and use cases Surveys & Feedback Gauge satisfaction and receive information for improvement and success Key Performance Indicators Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Voice Recognition Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking Live Chat Ability to chat online in real time Task Automation Automatically handle routine, repetitive tasks and processes without the need for manual intervention IVR Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Language Detection Identify different languages Multiple Data Sources Allows users to manage data from a number of sources Predictive Analytics Predict future data based on historical data sets API Application programming interface that allows for integration with other systems/databases Alerts/Escalation System alerts about the need to escalate an issue or request Data Security Protect sensitive data for digital privacy Interaction Tracking Track interaction history by documenting conversations for contacts Prioritization Arrange tasks based on the level of priority or urgency Secure Data Storage Securely stores data to prevent data loss or breaches Macros/Templated Responses Templated responses for responding quickly to recurring support requests Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Single Sign On Allow users to access multiple services after entering their login credentials once Mobile App Access the system via a mobile application Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Access Controls/Permissions Define levels of authorization for access to specific files or systems Email Templates Pre-made examples and templates for emails Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Automated Responses Automatic reply functionality for incoming messages Data Import/Export Import and export data to and from software applications Personalization Adjust communications based on previous interactions or personal preferences Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Contact Management Manage, organize, and store contact information Email Marketing Create and send email blasts/campaigns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Workflow Management Create, design and manage workflows for repetitive tasks Customizable Fields Customize data fields to support various needs and use cases Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Team Management Organizing a group of people to accomplish a task Click Tracking Track the amount of clicks on individual products to measure campaign results Subscription Management Process of managing customer subscription lifecycle for a recurring service or a product Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Location Tracking Identify the physical location of an individual, asset, device, etc. Customer Segmentation Process of dividing customers into groups based on common characteristics Geolocation Determines the location of a device using GPS or an IP address Customizable Branding Add customized logos and colors to align with company branding Activity Tracking Track and document all activities across devices, networks, and other systems Data Import/Export Import and export data to and from software applications Mailing List Management Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Email Management Manage, store and organize emails within the system or via third-party apps Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Email Distribution Email Reminders Reminders sent via email Autoresponders Create and automatically send premade copy in response to customer messages Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Commenting/Notes Leave comments and notes on documents for others to view Content Publishing Options Facilitates online authoring and publishing of the content Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Content Library Centralized repository to store content and assets Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Customizable Branding Add customized logos and colors to align with company branding SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Data Capture and Transfer Import, collect, and capture data from multiple sources Autofill Automatically populating fields or sections within a form Multi-Channel Distribution Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Convert to PDF Create, edit, convert to and from PDF files Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Media Library Collection of images, videos and other digital content that can be used Generative AI Use AI to generate content in the form of text, images, videos, etc. Full Text Search Search for specific words or phrases within a document or database Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Forms Management Store, manage and track all forms in a centralized location Electronic Signature Digitally sign online documents Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Mobile Access Access software remotely via mobile devices Campaign Segmentation Group campaigns by project, client, or campaign for better management. Form Builder Adds a customizable form to the landing page, usually for the purposes of lead generation Contact Management Manage, organize, and store contact information Website Management Built-in website builder or integration with third-party site API Application programming interface that allows for integration with other systems/databases Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Email Marketing Create and send email blasts/campaigns Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Website Publishing Options Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Email Management Manage, store and organize emails within the system or via third-party apps Customizable Branding Add customized logos and colors to align with company branding Template Management Create, save, and re-purpose templates for emails, forms, etc. Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Forms Customize contracts and forms to collect specific information SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Real Time Editing Preview and make real-time changes in the web content Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Forms Management Store, manage and track all forms in a centralized location Widgets An extended application or connector that enables users to perform additional services with their current set of tools Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Customizable Fields Customize data fields to support various needs and use cases Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Autoresponders Create and automatically send premade copy in response to customer messages WYSIWYG Editor What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Activity Tracking Track and document all activities across devices, networks, and other systems Design Management Collaborate on creating a product by sharing and adjusting designs through a shared portal Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Responsive Web Design Web design that automatically adjusts to look good on different screen sizes Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Lead Capture Automatically identify and save contact information of potential customers AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customer Segmentation Process of dividing customers into groups based on common characteristics Web Forms Web form that allows users to enter data that is sent and processed for different reasons Show More ##### ## Generative AI (16) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Speech Simulates human-like speech from text inputs. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Lead Generation Manage the process of attracting and converting business prospects into leads AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Landing Page Builders (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Vulnerability Scanner (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Help Desk (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - CRM (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Calendar/Reminder System Notifications/alerts for upcoming events or tasks Show More ##### ## Agentic AI - Email Tracking (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Marketing Automation (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Campaign Planning Plan and strategize marketing campaigns Show More ## Top-Rated Alternatives [ ![EngageBay](https://images.g2crowd.com/uploads/product/hd_favicon/a0b88ff17ce915a35f07f0800b76fd4c/engagebay.svg "EngageBay") EngageBay 4.6/5(710) ](https://www.g2.com/products/engagebay/reviews) [ ![ActiveCampaign](https://images.g2crowd.com/uploads/product/hd_favicon/be9e1369027bd58113f937595c7fbdf0/activecampaign.svg "ActiveCampaign") ActiveCampaign 4.4/5(14,779) ](https://www.g2.com/products/activecampaign/reviews) [ ![Freshsales](https://images.g2crowd.com/uploads/product/hd_favicon/020ad5e0a844bc41d785abdf657d7623/freshsales.svg "Freshsales") Freshsales 4.5/5(1,236) ](https://www.g2.com/products/freshsales/reviews) [ View All Alternatives ](https://www.g2.com/products/agile-crm/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Case Management](/glossary/case-management) Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications. [SLA management](/glossary/sla-management) SLA management is the process of ensuring that all the services and procedures of a business align with the service level agreement (SLA). Learn more about why SLA management is essential, the benefits it offers, and which best practices are appropriate for it. [Program Management](/glossary/program-management) Program management is a crucial part of all organizations. Learn more about program management, how it differs from project management, the responsibilities of a program manager, and more. Agile CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image") HubSpot Sales Hub 4.4/5(13,905) [ Compare Now ](https://www.g2.com/compare/agile-crm-vs-hubspot-sales-hub) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_50828ef2b93af30b29edd9061533c3b9/activecampaign.jpg "Product Avatar Image") ActiveCampaign 4.4/5(14,779) [ Compare Now ](https://www.g2.com/compare/activecampaign-vs-agile-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d36350231b3ef5d41ad1126abc6f14a0/nimble.png "Product Avatar Image") Nimble 4.5/5(1,114) [ Compare Now ](https://www.g2.com/compare/agile-crm-vs-nimble) ##### Categories on G2 [ CRM ](https://www.g2.com/categories/crm)[ Email Tracking ](https://www.g2.com/categories/email-tracking)[ Online Form Builder ](https://www.g2.com/categories/online-form-builder) [ Live Chat ](https://www.g2.com/categories/live-chat)[ Marketing Automation ](https://www.g2.com/categories/marketing-automation)[ Help Desk ](https://www.g2.com/categories/help-desk)[ Landing Page Builders ](https://www.g2.com/categories/landing-page-builders)[ Pop-Up Builder ](https://www.g2.com/categories/pop-up-builder) Show More ##### Explore More [ Best platform for customer success management in the software industry ](https://www.g2.com/discussions/best-platform-for-customer-success-management-in-the-software-industry)[ Which aviation compliance monitoring tools provide audit-ready centralized incident and corrective action management? ](https://www.g2.com/discussions/which-aviation-compliance-monitoring-tools-provide-audit-ready-centralized-incident-and-corrective-action-management)[ Are there background check platforms with pay-per-use pricing for a team that hires infrequently and does not want to pay a monthly minimum for checks they are not running? ](https://www.g2.com/discussions/are-there-background-check-platforms-with-pay-per-use-pricing-for-a-team-that-hires-infrequently-and-does-not-want-to-pay-a-monthly-minimum-for-checks-they-are-not-running%20) [ Which digital wayfinding platforms offer mobile-accessible directions for indoor spaces while meeting compliance requirements? ](https://www.g2.com/discussions/what-are-the-best-campus-mapping-solutions-with-step-by-step-digital-wayfinding-directions-for-students-without-complex-implementation)[ Which CAD viewers are most trusted by mechanical designers and sales engineers for instant file sharing with outside partners, based on user reviews? ](https://www.g2.com/discussions/which-cad-viewers-are-most-trusted-by-mechanical-designers-and-sales-engineers-for-instant-file-sharing-with-outside-partners)[ Pros and Cons Details ](https://www.g2.com/products/agile-crm/reviews?qs=pros-and-cons) Show More [ Best platform for customer success management in the software industry ](https://www.g2.com/discussions/best-platform-for-customer-success-management-in-the-software-industry)[ Which aviation compliance monitoring tools provide audit-ready centralized incident and corrective action management? ](https://www.g2.com/discussions/which-aviation-compliance-monitoring-tools-provide-audit-ready-centralized-incident-and-corrective-action-management)[ Are there background check platforms with pay-per-use pricing for a team that hires infrequently and does not want to pay a monthly minimum for checks they are not running? ](https://www.g2.com/discussions/are-there-background-check-platforms-with-pay-per-use-pricing-for-a-team-that-hires-infrequently-and-does-not-want-to-pay-a-monthly-minimum-for-checks-they-are-not-running%20) [ Which digital wayfinding platforms offer mobile-accessible directions for indoor spaces while meeting compliance requirements? ](https://www.g2.com/discussions/what-are-the-best-campus-mapping-solutions-with-step-by-step-digital-wayfinding-directions-for-students-without-complex-implementation)[ Which CAD viewers are most trusted by mechanical designers and sales engineers for instant file sharing with outside partners, based on user reviews? ](https://www.g2.com/discussions/which-cad-viewers-are-most-trusted-by-mechanical-designers-and-sales-engineers-for-instant-file-sharing-with-outside-partners)[ Pros and Cons Details ](https://www.g2.com/products/agile-crm/reviews?qs=pros-and-cons)