Create, track and manage events and tasks in CRM
Quickly add tasks and events—such as phone calls, scheduled follow-up, submission deadlines or meetings—to your online calendar. Label them with relevant information, like priority, owner, due date and more.
Add notes to each task or event to give them context and keep all details about the scheduled activity at your fingertips.
Set a task’s priority to ensure your team stays on the same page and knows the importance of each task or event.
Know how far the task has progressed with the calendar’s in-progress status bar. Update the status as you move towards completion.
Manage tasks more effectively using Agile CRM's drag-and-drop project management tool, and easily coordinate collaboration across various teams.
Add your Agile CRM calendar link to your favorite calendar by adding the iCal link and enjoy instant updates on your tasks and events with reminders wherever you are.
Add Agile calendar to your Google Calendar App and create an instant 2-way sync between them. Always stay notified about your upcoming events even on the go.
Agile CRM's appointment scheduling capabilities capabilities let you post your calendar online and select which times slots you wish to display as available. Then your prospects or customers can schedule appointments with you at their convenience.
I've seen and used dozens of CRMs. This one may change the market upside down. Absolutely great, easy-to-use and powerful.
AgileCRM is the coolest, easiest and by far the most productive CRM I've ever used. Within 20 minutes we had customized the CRM, sent out a complex outbound email campaign and are already converting our leads. Insane!
Agile CRM is an exciting and powerful system. The capability to create complex workflows to customize our interaction with prospects is immensely useful and easy - simply a matter of drag and drop.
We like Agile CRM because it's built for a combination of offline/online business, like a SaaS company that manages enterprise deals. It's full of features, but doesn't feel cluttered as they keep things clean and simple. And we love that they keep adding integrations.