Description
Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface.
Using Agile CRM, businesses can now:
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Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor.
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Convert website visitors directly to leads in the CRM.
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Nurture, track and score leads automatically based on web or email activity.
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Enable omni-channel communication with the ability to call or email or tweet to a contact from the same page.
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Monitor customer behavior and get real-time alerts for customer activity.
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Manage help desk tickets with customerâs history saved under single system.
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Pull a detailed record of all of the customersâ details and communication history in one page, sorted chronologically.
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View customer data from various other business apps under one page using extensive integrations and widgets.
More Information
Visit the Agile CRM website(https://www.agilecrm.com/) for documentation, support, and information on getting involved in the project and community.
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- Simple to integrate web rule & web stats, no need of coding knowledge.
- Show real-time web popups to get more info about your website visitors and also increase the number of subscriptions or sign ups
- Easily integrate customized web forms to your website or app to create or update contacts and log subsquent web activity.
- Easily integrate attractive landing pages with your website using this plugin.
- Schedule bulk Email Campaigns for newsletters or other marketing activity, with simple drag-and-drop features
Screenshots
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Installation
1) Install the Agile CRM WordPress plugin
Download the Agile CRM – WordPress plugin from Agile CRM website. Login to your WordPress Admin panel (wp-admin), go to Plugins âAdd Newâ âUpload Pluginâ. Upload the downloaded plugin zip file and click âInstall Nowâ. Once successfully installed, click on the âActivate Pluginâ link. After activation, you will see the âAgile CRMâ tab on your âMain Menuâ tab
2) Set up Agile CRM account
Click on the âAgile CRMâ tab and navigate to âSettingsâ and it will redirect you to the Settings Page. Create a new Agile CRM account if you donât have one or fill the details of your existing account. Click âSaveâ and youâll be redirected to âDashboardâ. Web Rules & Web Stats will be automatically enabled on your dashboard.
3) Set up Agile forms & landing pages
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Agile CRM forms
Under âPagesâ tab, navigate to Add New page. On that page, you can spot âAgile Formsâ on Visual Editor. Click on the button and a pop-up will appear. You can forms from the drop-down list and easily integrate customized web forms on your site or app. -
Agile CRM landing pages
Under âPagesâ tab, navigate to Add New page. On that page, scroll down to Agile CRM Section. Under âLanding Pageâ tab, you can select any page from the drop-down list. Now you easily integrate Agile CRM Landing pages in your WordPress pages.
FAQ
- Installation Instructions
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1) Install the Agile CRM WordPress plugin
Download the Agile CRM – WordPress plugin from Agile CRM website. Login to your WordPress Admin panel (wp-admin), go to Plugins âAdd Newâ âUpload Pluginâ. Upload the downloaded plugin zip file and click âInstall Nowâ. Once successfully installed, click on the âActivate Pluginâ link. After activation, you will see the âAgile CRMâ tab on your âMain Menuâ tab
2) Set up Agile CRM account
Click on the âAgile CRMâ tab and navigate to âSettingsâ and it will redirect you to the Settings Page. Create a new Agile CRM account if you donât have one or fill the details of your existing account. Click âSaveâ and youâll be redirected to âDashboardâ. Web Rules & Web Stats will be automatically enabled on your dashboard.
3) Set up Agile forms & landing pages
-
Agile CRM forms
Under âPagesâ tab, navigate to Add New page. On that page, you can spot âAgile Formsâ on Visual Editor. Click on the button and a pop-up will appear. You can forms from the drop-down list and easily integrate customized web forms on your site or app. -
Agile CRM landing pages
Under âPagesâ tab, navigate to Add New page. On that page, scroll down to Agile CRM Section. Under âLanding Pageâ tab, you can select any page from the drop-down list. Now you easily integrate Agile CRM Landing pages in your WordPress pages.
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- 1. How does Agile compare to itâs competition?
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Agile offers a full, comprehensive suite of sales and marketing automation to keep your communication effective. None of our competitors offer a fully integrated suite like Agile and they are at least 5x more expensive.
- 2. Can I change plans or cancel anytime?
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You can upgrade, downgrade or cancel anytime automatically from the online dashboard.
- 3. What is the uptime guarantee?
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Agile CRM offers a 99.5% uptime guarantee on all paid plans. We are hosted on Google and Amazon cloud for scale.
- 4. How to add more emails to my account?
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You can add more emails to your Agile CRM account by buying an email add-on package. The emails from the add-on package last for one month from the time of your purchase.
- 5. Who is a user in Agile?
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User is any staff member who manages Agile CRM.
- 6. Does Agile CRM offer special discount for non-profit organisations?
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Agile CRM currently does not offer special discounts for Non-Profit Organisations.
Reviews
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Contributors & Developers
“Agile CRM Content Management” is open source software. The following people have contributed to this plugin.
Contributors
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Changelog
0.1
This version fixes a related bug. Upgrade immediately.