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Word Press - Agile CRM


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Integrate your WordPress website or blog with Agile CRM to engage your visitors with smart popups, analyze their online activity and increase conversions using the latest web-to-lead technology.


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Word Press - Agile CRM

  1. 1. WordPress CRM - Agile CRM Web to Lead. Intelligent Popups. WebTracking.
  2. 2. 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.
  3. 3. Features ❏ Web Grabbers ❏ Web to Lead ❏ Contact Management ❏ Newsletter Emails/ Smart Campaigns ❏ Web Tracking ❏ Reports
  4. 4. 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
  5. 5. Contact Management Manage 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
  6. 6. 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
  7. 7. 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
  8. 8. 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!
  9. 9. 1-800-980-0729 Thank You