Automation & Integration Capabilities
Don't move a finger.
Before you even see a new lead, agilityhubb has assigned them an internal user, sent a personalized welcome message, scheduled their next communications, organized them into a specific contact category and redirected them to your check out page. This is not the typical customer relationship management software. Included, is a powerful suite of business development tools easily customized at your leisure. Without needing a computer science degree, you can generate HTML code on the spot to embed and integrate seamlessly with your current operations.
Why use multiple platforms and software engineers when you can use agilityhubb to solve all your business needs?
Contact Management & Pipeline
View: Organize all your contacts however you wish in pipeline and list view. Quickly search and filter to find the right contacts. Add contacts with ease using our new contact form or by mass import through CSV (comma delimited text file).
Tags: You can note their gender, age group, spending habits, interests, location, anything you would like to further customize the type of messages that they receive or offers that are specific to them. Tags can be automatically populated i.e. new contact tag populated from an embed form on your website.
Categorize: Put contacts into categories so that they are easy to find and assign.
Assign: Assign each contact to a user so that a customer never slips through the cracks. When new contacts come in from a form, they can be automatically assigned to a user.
TWO Comprehensive Calendars
Want to see EVERY interaction that you've had with a customer this month? When you sent them a text, when they texted you back, when you emailed them, when they emailed you back and when you scheduled appointments, it will all appear on their calendar. Find what you need in just a few clicks, interact with the calendar to locate that exact communication. With one glance you can see if more attention needs to be allocated to that client.
A second calendar view shows your entire teams appointments so you will never miss a step. View it by day, by week or by month.
Work as a Team
Communicate and document internally on contact profiles so that your customers don't spend time repeating themselves. Store media and campaigns that can be used and accessed by any user. Collaborate on contacts to ensure that they receive the best possible customer service. Team work makes the dream work.
Communicate Efficiently
Your messages are as unique as your business, create and organize as many custom templates as you would like. Templates can unify responses from different users and ensure that every response is professional. Once a template is selected, users may edit the response before sending. Communicate quickly and efficiently with drop in templates.
Build Loyalty with Customizable Messages
Getting new customers is one way to help your business grow, but retaining customers is even better. When people feel special they develop a sense of loyalty to the business. Make customers feel special by sending personalized messages and personalized offers that they can't resist.
Campaigns - Broadcast & Sequences
Scheduling messages to an entire contact category is easy, why not schedule a few more!? Stay on top of your communications with the ability to schedule sequence after sequence. Follow the wizard to ensure your campaigns get to the right people.
Analytics: Information is power, see who opened your emails, received your SMS and clicked on your links. Use this information to track your engagement, loyalty, behavioral patterns and areas of improvement. The better your engagement, the more likely they are to purchase your product or services.
Accept Payments
One time payments: Need to charge for a service or product? Give your customers the option to pay with a credit card by creating a custom check out page on the spot. agilityhubb's API's will process your payments directly to your stripe account.
Reoccurring payments: If you provide a service or product that is weekly, monthly, quarterly or annually, you can set up reoccurring payments for your customers. Make paying you as easy as possible.
Social Media & Offers
Upload content and share directly to any referral partners or social media platforms in just a few clicks (Youtube, Twitter, Facebook LinkedIn). Create an offer landing page so that your customers may redeem automatically. Use the default without writing a line of code or have the flexibility to format how you would like with HTML code.
Referral Partners
Brand ambassadors and influencers are a large aspect of promoting your business. Naturally you should have a pipeline for referral partners where you can send offers to in a click of a button. Automatically assigned them points from new leads and purchases.