Agile CRM

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.

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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 → ‘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

Love this – excellent for Landing pages

Love this plugin.
Excellent! And I’ve loved Agile for many years!

Only wish is that instead of only showing the ‘landing page’ options on ‘pages’ that I could ALSO have the option of making a custom post type (or even blog post) a landing page too. Currently need to get it to work by using a post type switcher plugin which is fidly.

Thanks so much for making this into a plugin 🙂

Forced to create an account at Agile, “Cloud” Contact Hosting

Everybody seems to want a piece of the action as there doesn’t seem to be a CRM plugin for WordPress that doesn’t require a third-party. Third parties have access to information that I don’t want them to have access to. This plugin is no different; everything is hosted in their “cloud”, which means I have zero control over how that data is stored, who sees that data, and I can’t export that data to other platforms.
When someone creates a CRM plugin that uses the WordPress schema for storage, then that someone will be a very rich person–assuming they offer a free-to-try and a premium, for purchase, plugin. This Agile plugin won’t even let me try it without creating an account with them. Nope!

Working perfectly for several weeks

Seems to be working perfectly with my Agile system. Tracking all web traffic and return visitors. Don’t have web popups fully implemented yet but I have tested a few and they appear to work great.

Highly recommend this plugin and Agile CRM!
Patrick @ infranet.com

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Contributors & Developers

“Agile CRM” is open source software. The following people have contributed to this plugin.

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Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

0.1

This version fixes a related bug. Upgrade immediately.