Plan the onboarding process tailored to the client's use case.
Offer additional webinars for advanced features like landing page builders, email marketing, and deal automation.
Ensure data synchronization with Agile CRM for seamless integration.
Provide ongoing support and additional resources as needed.
The entire implementation process for Agile CRM typically takes between 3 to 7 weeks, depending on the complexity of the business needs and data migration requirements.
Adding Custom Fields: Users can add custom fields to contacts, companies, deals, and cases. This allows businesses to track additional details that are specific to their operations. Custom fields can be created through the Admin Settings and are essential for mapping additional fields from web forms or CSV files during data import.
Portlets: Agile CRM allows users to customize their dashboards using portlets. Users can add, move, resize, and configure portlets to display the information most relevant to them, such as tasks, events, reports, and analytics. This customization helps increase workflow efficiency and effectiveness by focusing on the most critical data.
Email and Video Personalization: Agile CRM includes features for personalizing emails and videos. Users can create interactive personalized images and videos, add countdown clocks to marketing emails, and tailor email content to specific recipients. These personalization features help increase engagement and build trust with potential customers.
Sales Automation: Agile CRM includes automation for sales processes, such as call automation, deal tracking, and user-level tracking. These automation features help streamline sales workflows and improve efficiency.
Third-Party Integrations: Agile CRM supports integration with various popular tools such as Google Apps, Twilio, RingCentral, and SIP accounts. These integrations enhance the CRM's functionality and allow businesses to leverage their existing tools within the Agile CRM ecosystem.
Home Page Customization: Users can customize their home page with widgets or dashlets, providing a personalized overview of tasks, reminders, calendars, and more. This customization allows users to tailor their start page to their individual needs and preferences.
Training workshop videos available for new users to understand the basics of Agile CRM.
Live webinars for ongoing education and updates on new features.
Video tutorials and user guides to familiarize users with core features.
Option to schedule calls at the user's convenience.
Blog posts, infographics, and productivity booster series for additional learning.
Customized onboarding process tailored to each client's use case.
Encryption in Transit: Agile CRM uses Secure Socket Layer (SSL) technology to encrypt data transmitted between users and the platform. This ensures that sensitive information, such as personal data and financial details, is protected from interception during transmission.
Encryption at Rest: Data stored within Agile CRM is also encrypted, providing an additional layer of security to protect information from unauthorized access.
Data Storage in the EU: For EU customers, data is stored in data centers within the EU to comply with GDPR requirements.
Confidentiality Assurance: Agile CRM assures that customer information, including personal details and lead data, is held in strict confidence. The company does not sell customer information to third parties and only uses the data for providing services and product updates.
Support Access Controls: Users can grant or restrict support access to their data, ensuring that only authorized personnel can access sensitive information.
Security Audits: Agile CRM conducts regular security audits to identify and address potential vulnerabilities. This proactive approach helps maintain a secure environment for user data.
Data Backups: Regular data backups are performed to ensure that information can be recovered in the event of data loss or breach. This measure is crucial for maintaining data integrity and availability.
Agile CRM regularly releases updates to its platform, focusing on continuous improvement and enhancement. These updates include new features, bug fixes, security updates, and overall enhancements to the software. The frequency of these updates can vary, but Agile CRM is committed to making regular improvements to ensure the platform remains current and effective for its users.
Agile CRM ensures that clients retain ownership of their data. The company explicitly states that all customer information, including personal details, lead data, and information collected through integrations, is held in strict confidence and is not sold to third parties. This policy underscores Agile CRM's commitment to data privacy and security, ensuring that businesses maintain control over their information. The data collected is used solely for providing services and product updates to the customers, and Agile CRM does not reach out to customer leads or share this information with third parties.
Agile CRM provides robust data portability options, allowing users to easily export their data. The platform includes features for bulk actions, such as exporting selected contacts or companies to a CSV file. This capability facilitates record-keeping and the transfer of contact data between different applications, ensuring that businesses can maintain access to their information and use it flexibly across various platforms. Additionally, users can review, correct, or update their customer information directly within Agile CRM or through integrated services like Google Apps, ensuring that data remains accurate and up-to-date.
Self-Service Changes: The ability to switch plans is managed through a user-friendly online interface, allowing businesses to make adjustments quickly and easily without needing to contact customer support.
Agile CRM offers several pricing tiers to accommodate different business sizes and needs:
Enterprise Plan: Priced as low as $47.99 per user per month, includes unlimited contacts and companies, advanced automation rules, and dedicated account support.
API Calls/Day: Ranges from 500 in the Free Plan to 25,000 in the Enterprise Plan.
Automatic Renewal: Subscriptions automatically renew at the end of each billing cycle unless cancelled.
Data Export: Customers are advised to export their data before submitting a cancellation request.
Annual Subscriptions: No refunds are provided for unused months on annual subscriptions.
No Long-term Commitment: There are no long-term commitments or penalties for changing plans.
Data Deletion: Upon cancellation, account details are permanently deleted after processing.
Dispute Resolution: Any disputes are to be resolved in the federal and state courts of the State of Delaware.
Data Breach Notification: Agile CRM has procedures in place to notify data controllers of any data breaches within the required 72-hour window.
Regular Security Audits: Agile CRM conducts regular security audits to identify and mitigate potential vulnerabilities.
