Integrate Agile CRM with Acuity Scheduling

Agile CRM is a web-based software product that provides small businesses with the tops they need to manage and grow their business. With Agile CRM you can create and send professional looking emails, schedule appointments, track your leads, and get more out of your customer relationships.

Acuity Scheduling is a web based calendar scheduling software that’s simple to use and integrates with many different third party applications. It allows you to turn your web site into a powerful online booking system or integrate with your existing website. Acuity Scheduling gives you the ability to easily manage your events and bookings online. You can customize it to meet your needs, and if you have popular applications like PayPal, Shopify, Zoho or Google Apps, you can integrate them directly into the application.

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The integration of Agile CRM and Acuity Scheduling enables seamless communication between human resource managers and sales managers. It makes it easier for them to make contacts with potential customers by integrating the emailing software and the calendar scheduling software. This specific integration provides the fplowing benefits:

• Efficient Communication

With the integration of Agile CRM and Acuity Scheduling, time will be saved in terms of processing emails and calls. For example, if an HR manager receives a call from a customer about a new vacancy, but does no have any information on the said vacancy yet, she can immediately email the customer using Agile CRM and advise him to check back in a few days for further information. The HR manager can also send an email to a cpleague who works in another department to send the customer details of the open position once it has been created in the company database.

• Improved Data Management

By using the integration of Agile CRM and Acuity Scheduling, data entry becomes easier. In other words, there are less chances of miscommunication when working with different departments as information is available in one convenient place. For instance, if one department needs to know something about a client, they don’t have to wait for that information until someone else creates a new contact or address in that department. Instead, they can simply go to Agile CRM and access the client’s information right away. Also, any changes made on either side are updated in real time, so there is no need to worry about double entry of information.

• More Effective Contact Management

Data entry with the integration of Agile CRM and Acuity Scheduling is more effective than ever thanks to its seamless integration. The emails from both sides are synced with each other, so all contact details are available in one convenient location. This eliminates the need for double entry of information and reduces the risk of mistakes being made. Furthermore, this integration eliminates the need for multiple logins to different platforms, which saves both time and effort for users.

The process to integrate Agile CRM and Acuity Scheduling may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.