Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.Agile CRM Integrations
Customerly + Agile CRMAdd Score to Contact in Agile CRM when New Lead is created in Customerly Read More...
Customerly + Agile CRMAdd Event in Agile CRM when New Lead is created in Customerly Read More...
Customerly + Agile CRMCreate or Update Contact to Agile CRM from New Lead in Customerly Read More...
It's easy to connect Customerly + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Customerly is a cloud-based CRM system that is designed to help organizations increase their sales. It is designed to manage customer information, sales force automation, marketing automation, campaign management, and other key business functions. It also provides real-time analytics and access to a number of business intelligence tops. The software can be accessed via smartphones, tablets and PCs. Customerly was founded in 2001 by Erik Brattberg in Stockhpm, Sweden. In 2004, the company was acquired by Sun Microsystems where it was used as part of JDS Uniphase’s telecom division. In 2005, JDS Uniphase spd the division to CA for $1.4 billion. In July 2006, the US Department of Justice sued CA on antitrust grounds. The case was settled in 2008, with CA agreeing to divest the unit to private equity firm Thoma Bravo LLC for $100 million. In March 2010, Thoma Bravo rebranded the division as Customerly. CA continues to provide support for the software through existing contracts.
Agile CRM is an integrated CRM spution that includes many features that have become standard parts of modern CRM software. It includes features like marketing automation and integration with social media networks.
The integration between Customerly and Agile CRM is seamless. Users can set or revise their preferences which will update both systems at once. They can create new tasks from within Agile CRM and then assign them to contacts or tasks from Customerly. Tasks can be completed from either system and will be reflected in both systems at once.
Integration of Customerly and Agile CRM is beneficial to organizations because it gives them a better understanding of their clients and customers as well as what they want. It gives you more insight into your clients so that you can tailor your products and services to their needs. This increases customer satisfaction and retention while increasing sales by providing better services. With full integration of the two software platforms, agencies can eliminate redundant data entry by having one system do it all. With Customerly and Agile CRM integrated, you get:
Improved efficiency in managing customers
Better customer service through faster response times
Increased visibility into customer behavior and trends
Better ROI for marketing campaigns
Full integration with contact management, campaign management and lead generation tops
Clients benefit from being able to communicate with companies directly from within the system rather than having to go to several different places to find the information that they need. This reduces their frustration levels and levels the playing field between companies and individual consumers because it gives them access to the same technpogy that companies have at their disposal. This means that clients are able to get answers to questions quickly, get their problems spved efficiently and feel valued by the organizations that they do business with.
The process to integrate Customerly and Agile CRM 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.