WordPress CRM - Agile CRMWeb to Lead. Intelligent Popups. WebTracking.

About Agile CRM & WordPress ...

Agile CRM is a next generation SaaS CRM that has

both the traditional and out-of-box features that help

you make the most out of your business.

WordPress is a free and open source blogging tool and

a Content Management System (CMS) based on PHP

and MySQL, which runs on a web hosting service.

Integrate your WordPress website/ blog with Agile CRM

and take advantage of Agile’s awesome features.

Features

❏Web Grabbers

❏Web to Lead

❏Contact Management

❏Newsletter Emails/ Smart Campaigns

❏Web Tracking

❏Reports

Web Grabbers➔ Greet your WordPress website/ blog visitors with smart

and well timed popups

➔ Personalize your message to the known visitors (contacts)

to have a great appeal

➔ Conjure up personalised offers/ messages at the precise

moment a visitor is about to leave with Agile’s Exit Intent

popups, to combat page bounces

Web to Lead➔ Convert visitors who sign up/ subscribe/ purchase on your

WordPress website/ blog to contacts in Agile CRM

➔ Retain these contacts and engage them through smart

campaigns in Agile

Contact ManagementManage your contacts through Agile’s awesome features such

as contact timeline, tags, lead scoring & more

➔ Contact timeline displays

a chronological history of

email conversations, social

updates, tasks, web visits &

more

➔ Simply add tags to

contacts based on context

and retrieve them easily

➔ Assign lead scores to

every contact to keep quality

leads atop

Newsletter Emails

➔ Send mass newsletter

emails to your contacts &

automatically follow up the

interested leads through

campaigns in Agile

➔ Make use of wide range

of email templates available

with Agile or build custom

templates for newsletter emails

➔ Run more advanced campaigns such as Autoresponder,

Lead Scoring, A/B testing and social campaigns with Agile

CRM

Web Tracking➔ Get real time notifications about your contact’s web activity

➔ The Agile’s WordPress integration embeds JS API into

your website/ blog that enables you to track your contact’s

web activity and engage him through Auto Responders in

Agile

Reports ➔ Gain insights through periodic email reports & campaign

reports

➔ Online businesses can take advantage of the Growth,

Cohort and Funnel analysis

Simple Setup

Integrating Agile to your WordPress website/blog is very

simple & straightforward. Here, are the 4 simple steps:

1. Search for Agile CRM in the plugins section of the

WordPress website and activate the Agile CRM plugin

2. Create an account in Agile CRM - Give a domain name &

fill in login details

3. Enter domain name and API key (Admin settings→ API &

Analytics→ API key) in the login window of the Integration

4. Login to your CRM and set web rules to for user

engagement, web to lead conversions and web tracking

That's it!

www.agilecrm.com

care@agilecrm.com

1-800-980-0729

Thank You