Agile CRM Assessment 2023: Greatest for SMBs?

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Sustaining all of your buyer information in a single place is not only a comfort—it is a game-changer for effectivity.

It is like having a well-organized toolbox; you realize precisely the place to seek out what you want while you want it.

We put Agile’s contact administration to the take a look at for a full three months.

We immersed ourselves within the function, bobbing and weaving by way of buyer data, notes, and motion historical past like seasoned execs.

We navigated by way of our information with ease, due to Agile’s user-friendly interface and strong performance.

Do not simply take our phrase for it, although. Let’s take a look at how straightforward it was to import and add new contacts.

We have been in a position to simply sync our Small Enterprise Bonfire Google account (proven under) with only a few clicks.

Agile CRM Review - Gmail Integration

This made it easy to sync our consumer data instantly from Gmail, which we thought was superior.

Including contacts was simply as straightforward! Here is considered one of our online marketing B2B purchasers that we have been in a position so as to add in seconds.

Agile CRM Review - New Contact

As you may see, the method of including a brand new contact is straightforward and easy.

Nevertheless, there’s much more data accessible as soon as you have created the contact.

For instance, inside every contact card, you may simply view the next data:

  • Notes
  • Occasions
  • Duties
  • Net Stats
  • Mail
  • Paperwork
  • Tickets
  • Related offers
  • Related campaigns

Mainly, Agile CRM’s contact administration is as highly effective as it’s intuitive (which is saying so much).

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