CRM and Marketing Automation


Why would your clients want a click when they can get a call, a chat, a confirmed appointment or any other interaction that meets their customers’ preferences?

Fully Automated CRM

At their core, these interactions require a performant CRM to manage every engagement that your clients have with their customers.

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


Feedback and Reviews

Agendize Appointment Booking enables your clients to simplify their customers' journey through widgets that make picking services, times and staff both easy and convenient. To enhance the online booking experience, Agendize offers the option for the customers to leave feedback after their appointment.

The API makes it easy to integrate with third party review and reputation management platforms such as Yext.

Learn more about our integration with Yext Reviews.


Notifications and Automated Reminders

The Agendize platform sends automatic appointment notifications and reminders to managers, employees and customers. Reminders and notifications can be set in advance to be sent on time.

Your clients can receive daily appointment summaries, notifications for forms filled and know if a customer tried to call or chat with them outside of operating hours.


Email and SMS Marketing

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

Agendize synchronizes with mail servers such as MailChimp, Constant Contact or Campaign Monitor.


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