Agile CRM

Agile CRM is a small and medium business web-based All-In-One CRM and automation software solution that helps companies “Sell & Market Like the Fortune 500.” It is the perfect solution for small and mid sized companies that are looking for the best value for their marketing dollars and return on investment (RoI) for a CRM software solution.

Predefined and Custom Forms Leverage predefined form templates, or create your own custom web forms with an easy-to-use drag and drop form builder. You can even create web forms that mimic your company’s branding.

Strategic Form Placement With a simple embed code, you can easily place web forms on your Agile CRM landing pages or your own company website. Or, drive leads to your forms by including the form link in your outbound marketing emails.

Form Submission Tracking Email notifications can alert you each time a form is completed. The geographical location of a prospect is automatically provided to you for each submission. Captcha features let you distinguish between human and machine submissions.

Automated Lead Processing Use built-in triggers to send new leads into pre-set demand generation campaigns upon submission of your web forms. Route newly qualified leads to the correct sales manager and ensure timely follow up.