You will see how to set up and use Agile CRM, a tool that helps businesses manage sales, marketing, and customer service. First, the video shows how to sign up and reach your main dashboard. You’ll get a tour of tabs—Contacts to store customer details, Deals to track sales, Inbox to send emails, and Automations to set up automatic tasks. Next, you’ll learn to add a contact by filling in name, company, email, phone, and tags. Then you’ll see how to pick a pre-written email style, write your message, and send it right inside Agile CRM. By the end, you’ll know how this tool keeps all your customer info, emails, and tasks in one place so nothing gets forgotten.

Agile CRM
Agile CRM is an all-in-one CRM that automates sales, marketing, and service in one platform for growing businesses. Learn more about Agile CRMMore Demos (1)
Interactive Demos (0)
Useful Links & Resources
Related companies

Close
A sales engagement CRM for SMB.

monday CRM
The CRM that's simple to set up and easy to use.

folk
folk is the CRM for agencies and founders.