CRM Integratio

n

Bria CRM Integration

Track Calls. Make Notes.Manage Leads.

Bria + Agile • Make and receive calls directly from

the dashboard• Hold calls or send messages while on

another call• Take notes and tag them to specific

contacts directly• Track calls and check call details

directly on the dashboard

Make & Receive Calls

• Answer inbound calls directly from the dashboard

• Make outbound calls directly from the dashboard

Take Notes

• Tag “notes” to a particular contact in the CRM directly

• Receive “Note” pop-ups at the end of every call

https://www.agilecrm.com/pricing

Free For 2 Users – Sign Up Today

Check Call Details

• Use these details to add the lead in particular campaigns

• Review call details on your screen shortly after you finish the call

Track Calls

• Track calls and related notes on the contact’s page

• Check call history directly on the contacts page

Add Bria to Agile CRM NOW

Click here for setup guide:https://www.agilecrm.com/resources/

Bria-Integration.pdf