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. Visit: https://www.agilecrm.com/wordpress-crm

1. WordPress CRM - Agile CRM
Web to Lead. Intelligent Popups. WebTracking.

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. Features
❏ Web Grabbers
❏ Web to Lead
❏ Contact Management
❏ Newsletter Emails/ Smart Campaigns
❏ Web Tracking
❏ Reports

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. 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. 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. 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. 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. www.agilecrm.com
care@agilecrm.com
1-800-980-0729
Thank You