Sustaining all of your buyer knowledge 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 search 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 information, notes, and motion historical past like seasoned execs.
We navigated by way of our knowledge with ease, because of 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 capable of simply sync our Small Enterprise Bonfire Google account (proven beneath) with just some clicks.
This made it easy to sync our shopper info instantly from Gmail, which we thought was superior.
Including contacts was simply as straightforward! This is one among our internet online affiliate marketing B2B purchasers that we have been in a position so as to add in seconds.
As you may see, the method of including a brand new contact is straightforward and simple.
Nonetheless, there’s much more info accessible as soon as you have created the contact.
For instance, inside every contact card, you may simply view the next info:
- Notes
- Occasions
- Duties
- Net Stats
- Paperwork
- Tickets
- Related offers
- Related campaigns
Mainly, Agile CRM’s contact administration is as highly effective as it’s intuitive (which is saying lots).