Title: Agile CRM Forms Author: Agile CRM Published: December 27, 2017 Last modified: December 28, 2017 --- Search plugins ![](https://ps.w.org/agile-crm-forms/assets/banner-772x250.jpg?rev=1792995) This plugin **hasn’t been tested with the latest 3 major releases of WordPress**. It may no longer be maintained or supported and may have compatibility issues when used with more recent versions of WordPress. ![](https://ps.w.org/agile-crm-forms/assets/icon-256x256.png?rev=1792995) # Agile CRM Forms By [Agile CRM](https://profiles.wordpress.org/shreyanshsurana/) [Download](https://downloads.wordpress.org/plugin/agile-crm-forms.zip) * [Details](https://wordpress.org/plugins/agile-crm-forms/#description) * [Reviews](https://wordpress.org/plugins/agile-crm-forms/#reviews) * [Installation](https://wordpress.org/plugins/agile-crm-forms/#installation) * [Development](https://wordpress.org/plugins/agile-crm-forms/#developers) [Support](https://wordpress.org/support/plugin/agile-crm-forms/) ## 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 customer’s 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. For backwards compatibility, if this section is missing, the full length of the short description will be used, and Markdown parsed. ### Arbitrary section You may provide arbitrary sections, in the same format as the ones above. This may be of use for extremely complicated plugins where more information needs to be conveyed that doesn’t fit into the categories of “description” or “installation.” Arbitrary sections will be shown below the built-in sections outlined above. ### 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 * [[ * ‘/assets/screenshot-1.png’ * [[ * ‘/assets/screenshot-2.png’ * [[ * ‘/assets/screenshot-3.png’ * [[ * ‘/assets/screenshot-4.png’ * [[ * [[ * [[ * [[ * [[ ## 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 don’t have one or fill the details of your existing account. Click ‘Save’ and you’ll 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 Installation Instructions 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 don’t have one or fill the details of your existing account. Click ‘Save’ and you’ll 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. 1. How does Agile compare to it’s competition? 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? You can upgrade, downgrade or cancel anytime automatically from the online dashboard. 3. What is the uptime guarantee? 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? 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? User is any staff member who manages Agile CRM. 6. Does Agile CRM offer special discount for non-profit organisations? Agile CRM currently does not offer special discounts for Non-Profit Organisations. ## Reviews There are no reviews for this plugin. ## Contributors & Developers “Agile CRM Forms” is open source software. The following people have contributed to this plugin. Contributors * [ Agile CRM ](https://profiles.wordpress.org/shreyanshsurana/) [Translate “Agile CRM Forms” into your language.](https://translate.wordpress.org/projects/wp-plugins/agile-crm-forms) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/agile-crm-forms/), check out the [SVN repository](https://plugins.svn.wordpress.org/agile-crm-forms/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/agile-crm-forms/) by [RSS](https://plugins.trac.wordpress.org/log/agile-crm-forms/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 0.1 This version fixes a related bug. Upgrade immediately. ## Meta * Version **1.0** * Last updated **8 years ago** * Active installations **10+** * WordPress version ** 3.0.1 or higher ** * Tested up to **4.7.33** * Tags * [Agile CRM](https://wordpress.org/plugins/tags/agile-crm/)[crm](https://wordpress.org/plugins/tags/crm/) [crm plugin](https://wordpress.org/plugins/tags/crm-plugin/)[customer relationship management](https://wordpress.org/plugins/tags/customer-relationship-management/) [small business CRM](https://wordpress.org/plugins/tags/small-business-crm/) * [Advanced View](https://wordpress.org/plugins/agile-crm-forms/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/agile-crm-forms/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/agile-crm-forms/reviews/) ## Contributors * [ Agile CRM ](https://profiles.wordpress.org/shreyanshsurana/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/agile-crm-forms/) ## Donate Would you like to support the advancement of this plugin? [ Donate to this plugin ](http://agilecrm.com/)