Name: Agiline CRM
Rating: 8.1 (8 reviews)
Author: Agiline LLC

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Mobile App Development

Development

Association Management

Business Intelligence (BI)

Calibration Management

Collaboration

Dropshipping

File Sync

Objectives and Key Results (OKR)

Enterprise

Accounting

Budgeting and Forecasting

Crypto Accounting

Financial Risk Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

International Payroll

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Business Internet Service Providers (ISPs)

Cloud Storage

Component Content Management

Container Management

Fraud Detection

IT Alert Management

Identity Verification

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Intranet

Load Testing

Managed Print

Managed Private Cloud

Metadata Management

Network Performance Monitoring

Product Implementation Services

Tower Servers

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Loyalty Program

Email Marketing

Location Intelligence

Marketing Automation

Online Reputation Management

Presentation

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Email Signature

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Pipeline

Sales

Antivirus

Security

Digital Forensics

Estate Planning

Insurance Agency Management

Insurance Claims Management

Inventory Management

Library Management

Physical Therapy

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Agiline CRM is a customer relationship management (CRM) software. It is built around features like sales automation, marketing automation, customer service / help desk, and contact management.

Free Forever

CRM Bundle

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Agiline CRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Likelihood to Recommend

Usability

Support Rating

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Social CRM

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

Agiline LLC

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Users can create custom fields to store additional information on standard and custom objects.

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

This component of CRM software helps companies leverage social media in engaging with customers.

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

The software can facilitate and track engagement with customers via social channels.

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

1CRM

AWS Certificate Manager

Manager, Clinical Operations, Mental Health & Substance Use

Agiline CRM 2021-07-13 12:36:12

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Agiline CRM

Overview

What is Agiline CRM?