Plugins
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Agile CRM Campaigns

LICENSE TYPE: INFINITE

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:

  • Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor.

  • Convert website visitors directly to leads in the CRM.

  • Nurture, track and score leads automatically based on web or email activity.

  • Enable omni-channel communication with the ability to call or email or tweet to a contact from the same page.

  • Monitor customer behavior and get real-time alerts for customer activity.

  • Manage help desk tickets with customers history saved under single system.

  • Pull a detailed record of all of the customers details and communication history in one page, sorted chronologically.

  • 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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A brief Markdown Example

  • 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

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 ? Add New ? Upload Plugin. Upload the downloaded plugin zip file and click Install Now. Once successfully installed, click on the Activate Plugin link. After activation, you will see the Agile CRM tab on your Main Menu tab

2) Set up Agile CRM account

Click on the Agile CRM tab and navigate to Settings and it will redirect you to the Settings Page. Create a new Agile CRM account if you dont have one or fill the details of your existing account. Click Save and youll be redirected to Dashboard. Web Rules & Web Stats will be automatically enabled on your dashboard.

3) Set up Agile forms & landing pages

  • Agile CRM forms
    Under Pages tab, navigate to Add New page. On that page, you can spot Agile Forms 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 Pages tab, navigate to Add New page. On that page, scroll down to Agile CRM Section. Under Landing Page tab, you can select any page from the drop-down list. Now you easily integrate Agile CRM Landing pages in your WordPress pages.

FAQ

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 ? Add New ? Upload Plugin. Upload the downloaded plugin zip file and click Install Now. Once successfully installed, click on the Activate Plugin link. After activation, you will see the Agile CRM tab on your Main Menu tab

2) Set up Agile CRM account

Click on the Agile CRM tab and navigate to Settings and it will redirect you to the Settings Page. Create a new Agile CRM account if you dont have one or fill the details of your existing account. Click Save and youll be redirected to Dashboard. Web Rules & Web Stats will be automatically enabled on your dashboard.

3) Set up Agile forms & landing pages

  • Agile CRM forms
    Under Pages tab, navigate to Add New page. On that page, you can spot Agile Forms 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 Pages tab, navigate to Add New page. On that page, scroll down to Agile CRM Section. Under Landing Page tab, you can select any page from the drop-down list. Now you easily integrate Agile CRM Landing pages in your WordPress pages.

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.

You can upgrade, downgrade or cancel anytime automatically from the online dashboard.

Agile CRM offers a 99.5% uptime guarantee on all paid plans. We are hosted on Google and Amazon cloud for scale.

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.

User is any staff member who manages Agile CRM.

Agile CRM currently does not offer special discounts for Non-Profit Organisations.

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