Built-in Contacts and Marketing Automation


Integrated customer relationship management for all the business' interactions and engagements.

Revigorate your customer relationship

Conventional solutions such as telephone or back-and-forth email scheduling can be frustrating experiences for the consumer and business. Juggling between calls, emails, a paper or digital calendar is tantamount to the loss of time and productivity. Not to mention the new habits of consumers who now expect businesses to be available for interaction directly online through their website and social networks.
Redesign your booking process, and you will gain productivity by redirecting all these interactions into a single platform. The Contacts within the Agendize platform is a way for the business to manage and analyze all its contact interactions in a more efficient way, which helps optimize current and potential customer experience and overall customer satisfaction. The Agendize Contacts allows for a centralized place to store all of the contact's information including their preferences, history with the business such as saved activities through the Online Appointment Booking feature. The data can be utilized to improve customer relationships with a focus on retention and growth.
Agendize Contacts allows you to quickly and efficiently register and access all interactions with the customer. Within a few clicks, you obtain the information you need to personalize communication with the contact.
Engagement activities are analyzed to understand the customer's journey better and help the business personalize its services for the customer and grow revenue. Every interaction with the company through the Agendize features are automatically added to the contact's profile within the Agendize platform. The business can drill down into any given customer's profile including their contact information, preferences, a complete history of communication and appointments, plus internal tags. The tags allow the business to segment their customers and better target through email and SMS marketing to keep happy customers coming back for more!

The benefits

  • Share your online calendar for better management of staff members schedules.
  • Collect and store customer information in a centralized place.
  • Provide personalized service to your customers.
  • Target the best customers with internal tags.
  • Customize email and SMS marketing.

Email and SMS marketing

The Agendize platform makes it easy for businesses to create and maintain a contact list. Agendize Contacts includes native email and text marketing features.

In addition, the Agendize platform synchronizes with email marketing services such as Mailchimp, Constant Contact, and Campaign Monitor.


Automated CRM

At the core, these interactions require a performant CRM to manage every engagement that the business has with its customers.

46% of local businesses state they’d prefer to centralize their tasks and award all their marketing needs to one provider, and a bundled CRM serves as the perfect anchor for your company to become that provider of choice for your clients.



Agendize Online Appointment Booking enables your clients to simplify the customer's journey through a widget that makes picking services, times and staff members both reliable and convenient. To enhance the booking experience, Agendize offers the option for customers to leave feedback after their appointment is complete.



Are you interested in seeing the Agendize Contacts and Marketing Automation in action?

Contact us today to schedule a demo!