Using AGM's Conversation & Contact Tools Together

AGM Power Combo: Conversation + Contact Features

July 05, 20245 min read

It's another day in the life of an installer. You're juggling dozens of client conversations across email, SMS, Facebook, and Instagram. Leads are slipping through the cracks, follow-ups are missed, and personalization feels like a pipe dream. Sound familiar? 

But what if there was a way to streamline all your client communication into one hub? A tool that not only keeps you organized but also helps you close more deals and deliver top-notch customer service?

We're sharing one of the most unique solutions you can unlock with AGM: combining AGM's Conversation and Contact features.

All Your Client Chats, One Central Hub

The foundation of great relationships? Smooth, consistent communication. AGM's Conversation feature makes this a breeze by unifying all your client messages into one user-friendly inbox. No more app hopping or missed chats.

Picture this flow:

  1. A new lead, Sarah, fills out your web form asking about pet-friendly turf options. Her message pops up in your AGM inbox, tagged as "New Lead."

  2. You shoot Sarah a quick reply with some product recommendations and ask about her project timeline.

  3. A few days later, you spot Sarah's message in your "Awaiting Response" filter. You check the conversation history, then ping her with a friendly follow-up.

  4. Sarah replies saying she's ready to book an installation next month. You add an "Installation Scheduled" tag to the convo and move on to the next task, confident nothing will slip through the cracks.

Conversations are color-coded by channel, so you can see where each chat originated. Filter and search functions make it a snap to find exactly what you need - no more endless scrolling.

For artificial grass installers drowning in client messages, this centralized inbox is a game-changer. It ensures a timely, organized response to every inquiry, building trust and keeping those projects flowing.

Hyper-Personalized Service, Fueled by Client Intel

In a world of cookie-cutter marketing, personalization is king. But tailoring your approach to each client takes serious intel - and that's where AGM's Contact feature shines.

Imagine having a detailed dossier on every client, right at your fingertips. AGM makes it happen by displaying key contact details right alongside each conversation.

Let's break it down:

  • Viewing a convo with Robert, a commercial client? His Contact card shows you've installed turf at 3 of his properties and his average project size is 2,000 sq ft.

  • Chatting with Karen about her backyard putting green? A quick Contact check reveals she's been a client for 5 years and always opts for premium turf. Time for an upgrade pitch!

  • Following up on a dormant lead? Check the Contact timeline to see your last interaction and pick up right where you left off.

By leveraging this wealth of client data, you can infuse every conversation with personalized recommendations, timely follow-ups, and VIP touches that lock in loyalty. No more generic blasts - just hyper-relevant chats that convert.

Turbocharge Your Sales Process

Alright, you've got a grip on client communication. Now, let's kick your sales game into high gear. AGM makes it a cinch to guide leads down the pipeline, right from the Conversation view.

Check this out:

  1. A hot lead pings you, ready to greenlight their project. You pull up their Contact card and spot the big "Schedule Appointment" button.

  2. Click it, and you're whisked to a calendar view displaying your availability and the client's preferences. Lock in the consult with a click, and the appointment is auto-added to your AGM schedule. Easy.

  3. You rock the consult and the lead is ready to sign on the dotted line. Right from the chat view, you click to advance their deal stage to "Contract Sent." The whole team can see where this deal stands, without a single meeting.

  4. Client signs the contract (score!) so you pop into the convo and drag the deal to "Won." A quick search of "Won" deals this month shows you're crushing your sales targets. Virtual high five!

See how seamlessly you can advance deals, without toggling between screens or losing momentum? That's the power of contextual sales tools, right where you need them.

Automate Customer Care Like a Boss

You've closed the deal, but the client experience is far from over. AGM's Conversation feature pairs with powerful automation tools to keep customers engaged and singing your praises long after the last blade of grass is laid.

Let's make it real:

  1. You wrap up installation for the Henderson project. Time to schedule a check-in to make sure they're loving their new lawn.

  2. In AGM, you set up an automated SMS to fire off 2 weeks post-install. The text pulls in personal details like the client's name and project specs. Set it and forget it!

  3. Two weeks later, Mrs. Henderson gets a friendly text - "Hey Janet, it's Mike from Green Turf Co! Just wanted to check in and make sure you're loving your new Santa Fe 80 lawn. Let me know if you have any questions!"

  4. She replies with a glowing review. You thank her and ask if she'd mind sharing that feedback on Google. Boom, another 5-star rating in the bag.

Automated check-ins, personalized with client details, show you care about the long game. It's a service touch that sets you apart and sparks organic word-of-mouth - without adding a ton of manual work.

Learn More!

Discover how AGM software is designed for artificial grass installers, by artificial grass installers. Join our Free Community or Book a demo today.  Got a question Shoot us a message, and one of our team members will get in touch ASAP! 

Need help? Your solution is just a click away! Connect with our live chat now! 🗨

blog author image

Troy S. Scott

Troy is the Founder of AGM or ArtificialGrassMarketing.com, the Co-owner of HeavenlyGreens.com a Northern California installation company and the Founder/Co-owner of ArtificialTurfExpress.com, a retail brand that operates in San Jose CA.

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