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Bria Integration - Agile CRM

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Bria integration in Agile CRM helps with call management within the CRM.

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Bria Integration - Agile CRM

  1. 1. CRM Integration
  2. 2. Bria CRM Integration Track Calls. Make Notes. Manage Leads.
  3. 3. 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
  4. 4. Make & Receive Calls • Answer inbound calls directly from the dashboard • Make outbound calls directly from the dashboard
  5. 5. Take Notes • Tag “notes” to a particular contact in the CRM directly • Receive “Note” pop- ups at the end of every call
  6. 6. https://www.agilecrm.com/pricing Free For 2 Users – Sign Up Today
  7. 7. 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
  8. 8. Track Calls • Track calls and related notes on the contact’s page • Check call history directly on the contacts page
  9. 9. Add Bria to Agile CRM NOW Click here for setup guide: https://www.agilecrm.com/resources/Bria- Integration.pdf

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