Combines sales, marketing, and service automation in a single interface, eliminating the need for multiple disconnected tools. Users can manage contacts, track deals, run campaigns, and handle support tickets from one dashboard.
Automatically analyzes lead behavior, engagement patterns, and demographic data to assign scores that indicate conversion likelihood. The system learns from historical data to improve scoring accuracy over time.
Visual drag-and-drop workflow designer that allows users to create complex multi-channel marketing campaigns with triggers, conditions, delays, and branching logic. Supports email, SMS, social media, and web actions.
Integrated VoIP calling with click-to-call functionality, call recording, automatic call logging, and CRM screen pops that display customer information when calls are received.
Complete customer service module with ticket creation, assignment, tracking, and resolution workflows. Includes knowledge base management, customer satisfaction surveys, and service level agreement monitoring.
Tracks email opens, link clicks, attachment downloads, and time spent reading emails. Provides real-time notifications and detailed analytics on recipient engagement patterns.
Small businesses use Agile CRM to manage their entire sales process from lead capture to closing. Sales teams track prospects through customizable pipelines, set follow-up tasks, and use email templates for consistent communication. The visual pipeline view helps managers identify bottlenecks, while automated reminders ensure no lead falls through the cracks, significantly improving conversion rates for resource-constrained teams.
Online retailers implement Agile CRM to run targeted email campaigns based on customer purchase history and browsing behavior. They create automated workflows for cart abandonment, post-purchase follow-ups, and loyalty program communications. By segmenting customers and personalizing messages, businesses increase repeat purchases and customer lifetime value while reducing marketing costs through automation.
B2B companies with longer sales cycles use Agile CRM's marketing automation to nurture leads through educational content and progressive engagement. They set up multi-touch campaigns that deliver whitepapers, case studies, and webinar invitations based on lead behavior. The system scores leads automatically, alerting sales teams when prospects show buying signals, resulting in more qualified handoffs and higher close rates.
Real estate professionals manage buyers, sellers, and properties in Agile CRM, tracking communications, appointments, and document exchanges. They use the built-in telephony for client calls, automated drip campaigns for market updates, and task management for transaction milestones. The mobile app allows agents to access client information and update records while in the field, improving responsiveness and organization.
Consulting firms, agencies, and service providers use Agile CRM to streamline client onboarding and project delivery. They create automated workflows that trigger welcome emails, contract reminders, and satisfaction surveys at key milestones. The project management features help track deliverables, while the help desk module handles client support requests, creating a seamless experience from sales to service delivery.
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10to8 is a comprehensive online appointment scheduling and booking platform designed primarily for service-based businesses, healthcare providers, educational institutions, and professional consultants. The platform enables organizations to automate their booking processes, reduce no-shows through automated reminders, and manage client interactions efficiently. It functions as a centralized system where clients can book, reschedule, or cancel appointments 24/7 through customizable booking pages, while businesses gain tools for staff management, resource allocation, and calendar synchronization. The platform integrates with popular calendar systems like Google Calendar, Outlook, and iCal, along with payment processors, video conferencing tools, and CRM systems. Its AI-powered features include smart scheduling optimization, predictive analytics for no-show reduction, and automated communication workflows that adapt based on client behavior and historical data patterns. 10to8 serves thousands of organizations worldwide, helping them save administrative time, improve client satisfaction, and increase operational efficiency through intelligent automation of the entire appointment lifecycle from initial booking to post-appointment follow-up.
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