Manage Customer Relationships Across Multiple Channels with Agiliron's CRM Platform

Customer Relationship Management (CRM)

CRM Detailed Features

The Agiliron Customer Relationship Management (CRM) is built to support your Direct Sales efforts. In the CRM you can manage your sales cycle, specific customer activities, marketing campaigns and more.

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ecommerce

Efficient & Accurate Receiving Processes

Receive purchase orders (and track them ahead of time) using the Warehouse Mobile App to scan on receipt or receive an entire PO as a whole. Once complete, sync the PO and Inventory receipt with the press of a button and the PO is automatically received into the Back Office

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Agiliron Benefits

Simplified Order Management & Fulfillment

Receive purchase orders (and track them ahead of time) using the Warehouse Mobile App to scan on receipt or receive an entire PO as a whole. Once complete, sync the PO and Inventory receipt with the press of a button and the PO is automatically received into the Back Office.

Works Nicely With Your Other Tools

Works Nicely With Your Other Tools

Quickly and easily integrates with Intuit QuickBooks ®, MS Office ® Magento, BigCommerce, Shopify, eBay, Amazon, ShipStation and more.

CRM Detailed Features

Key Features

  • Unified Customer data...from across all sales channels
  • Targeted Marketing Campaigns leveraging this integrated view of your customers
  • Sales Management that allows tracking of activities, sales stage, quotes & orders
  • Order Management allowing real-time access and editing capabilities
  • Enhanced Customer Support through immediate access to customer & order information and tracking of customer support tickets to resolution.
  • All agents have real-time access to immediate product inventory data and product pricing information
  • For customer interactions, complete access to customer history and buying information
  • Create Sales Orders directly into the AGILIRON system that is automatically routed to other stages in the business process
  • Complete set of Customer Support Management capabilities - Case management, Order Management
  • Easily generate support statistics and sales pipeline information for business management
  • Create Sales Exchange and easily handle all the possible scenarios related to sales exchange
  • Create, import, export, bulk edit leads
  • The system supports the ability to convert qualified leads to potentials, accounts, and contacts
  • Create, import, export, bulk edit potentials

Other Agiliron Modules

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    Multi-Channel Commerce

    Sell more in more places and manage in one with the Agiliron Multi-Channel Commerce Suite.

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    Point of Sale

    Agiliron is redefining retail point of sale. With the Agiliron POS you can sell anywhere, at anytime.

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    Inventory Management

    The Agiliron inventory management system allows retails and wholesalers to efficiently manage inventory from all channels.

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    Warehouse Management App

    Mobile app that allows for: Warehouse Picking, Receive and perform Cycle Counts on Inventory, create Products, and add images to products.

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    Order Management

    Retail order management made simple. Easy to navigate interface makes selling product and managing orders as easy as ever.

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    B2C E-Commerce

    Easily get your new store up and running or migrate an existing store with Agiliron B2C E-Commerce.

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    B2B E-Commerce

    Easily setup a secure B2B store while integrating with your back-end systems and brick-and-mortar stores from a single platform.

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    Market Intelligence

    Research products to sell on Amazon, eBay, Walmart etc. See each products profit margin, competition, shipping costs and more.

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    Marketplace Integration

    No more logging separately into multiple accounts to manage your orders and inventory. Manage it all through Agiliron.

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    CRM

    Manage your sales cycle, specific customer activities, marketing campaigns and more in the Agiliron CRM.

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    Business Intelligence

    One integrated view of your entire business - sales, products, inventory, fulfillment, accounting and other operational data.

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    System Requirements

    View all the Agiliron system requirements.

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    Technology

    Learn about the technology behind Agiliron.

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    Custom Development Services

    Agiliron can support custom integrations, custom feature development, custom report development and much more.

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    Agiliron Payment Processing

    Deliver a better payment experience for your retail and wholesale customers with Agiliron Payment Processing.

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    Agiliron System Security & Compliance

    Learn how Agiliron keeps your data safe and secure.

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Frequently Asked Questions

We accept Visa, MasterCard, Discover and American Express. We can invoice for long-term contracts.
Named users are designated users with unique username/password login access. System also allows for assignment of entities to named users (e.g. Customer Account) and Role based security by managing privileges to access the various elements of the system.
The Agiliron platform supports multiple channels for selling your products - B2C Webstore, B2B Webstore, eBay, Amazon, Retail POS etc. Each of these constitutes a Sales Channel.
When the 30-Day trial runs out, the trial instance can be converted to a live production instance of the selected edition.
Yes, you can change editions at any time.
Yes, you can add or remove additional users at any time.
No, there are no transactional fees or any other additional fees other than the ones listed above. For Webstore themes, there is a one-time cost when a new theme is selected - see pricing for this at WebStore Designs.
Agiliron is a monthly pay-as-you-go service with no long-term contracts. However, we do offer long term contracts on request (along with discounts for pre-payment), please Contact Us for details.

Manage Your Inventory & Online Store in 4 Easy Steps

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Simplify your business by managing all your Inventory, Orders and Customers from one system.

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Grow your business by easily adding new sales channels like eBay, Amazon and more.

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Cloud based software means you never need to worry about updating and maintaining the software. We handle it all for you.

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Advanced customer support means you never need to worry. We're here to help with whatever you need.

Transform your business with Agiliron today.

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