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Agile CRM Webrules

开发者 shreyanshsurana
更新时间 2018年1月2日 17:06
捐献地址: 去捐款
PHP版本: 3.0.1 及以上
WordPress版本: 4.7.3
版权: GPLv2 or later
版权网址: 版权信息

标签

Small Business CRM CRM Agile CRM CRM Plugin Customer Relationship Management Marketing Automation Contact Management Email Campaign Appointment Scheduling Landing Page Telephony CRM SDR CRM Lead Generation Real Estate CRM

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详情介绍:

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: 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.

安装:

  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
  1. 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.
  1. Set up Agile forms & landing pages
  2. 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.
  3. 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.

屏幕截图:

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升级注意事项:

0.1 This version fixes a related bug. Upgrade immediately.

常见问题:

  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.

  1. Can I change plans or cancel anytime?

You can upgrade, downgrade or cancel anytime automatically from the online dashboard.

  1. 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.

  1. 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.

  1. Who is a user in Agile?

User is any staff member who manages Agile CRM.

  1. Does Agile CRM offer special discount for non-profit organisations?

Agile CRM currently does not offer special discounts for Non-Profit Organisations.

更新日志:

0.1 This version fixes a related bug. Upgrade immediately.