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Videos uploaded by user “Agile CRM”
Agile CRM
 
02:12
Agile CRM is a Sales & Marketing Automation for Small Businesses. It comes out of the box fully integrated with powerful sales tracking, marketing automation, telephony, and a social and unified communications suite allowing you to sell like the Fortune 500. For more details visit : https://www.agilecrm.com/
Views: 31664 Agile CRM
Campaign Management
 
03:31
This video gives you a tutorial on how to create campaigns.
Views: 8407 Agile CRM
Setting up Appointment Scheduler - Agile CRM
 
05:35
Get to know on how to setup appointment scheduler in Agile CRM. To know more about Agile CRM, click here: https://www.agilecrm.com
Views: 1730 Agile CRM
Contacts Import - Agile CRM
 
02:49
Import your contacts from your csv files into Agile CRM with easy field mapping. Add new tags to the imported contacts, add them to a campaign and start converting your leads using Agile's smart marketing campaigns. Try Agile here, it's free for 10 users: https://www.agilecrm.com/
Views: 2273 Agile CRM
Agile CRM : How to Add Custom Fields
 
01:20
In this video tutorial you will learn on how to add custom fields in Agile CRM. Agile CRM will let you add custom fields and also to edit them accordingly. Custom fields in Agile CRM can be added by selecting "custom fields" option present under the admin settings. Get to know more about Agile CRM at https://www.agilecrm.com/
Views: 3761 Agile CRM
Agile CRM Sales
 
33:39
Agile CRM Sales module onboarding. Explore and learn how Agile CRM Sales module can help your business grow.
Views: 8333 Agile CRM
Marketing Automation Workshop - Agile CRM
 
43:52
Agile CRM Marketing Automation Onboarding Training Workshop
Views: 18651 Agile CRM
Triggers in Agile CRM
 
04:32
Trigger campaigns whenever certain conditions are met in Agile CRM. The condition can be anything from a new contact being created to a tag being added. https://www.agilecrm.com/marketing-au... Agile CRM is a CRM & Marketing Automation Software for Small Business with a ton of features. Try Agile today, it's free for 10 users: https://www.agilecrm.com/
Views: 2771 Agile CRM
Agile CRM Chrome Extension
 
06:50
Agile CRM Chrome Extension helps you to add new leads from different web pages and social media platforms to your crm. You can also access tasks, leads, deals and cater to email/link tracking with the extension: https://www.agilecrm.com/chrome-extension Sign Up today and enjoy the power of Agile CRM Chrome extension: https://www.agilecrm.com/
Views: 3959 Agile CRM
How to Set up Godaddy DKIM & SPF Settings in Agile CRM
 
06:15
This video will clearly show you on how to setup GoDaddy DKIM and SPF settings in Agile CRM.
Views: 12948 Agile CRM
A/B Testing in Agile CRM
 
02:36
Evaluate and optimize your email messages with A/B testing. Send different versions of email to contacts and evaluate based on open and click rates. https://www.agilecrm.com/marketing-automation Agile CRM is a CRM & Marketing Automation Software for Small Business with a ton of features. Try Agile for free, it's free for 2 users : https://www.agilecrm.com/
Views: 1393 Agile CRM
Google Calendar Sync - Agile CRM
 
03:49
Google Calendar sync creates a n instant 2-way sync between the calendars in Agile CRM. Don't miss your appointments and tasks wherever you are. For more details on Google Calendar Sync in Agile CRM : https://www.agilecrm.com/google-calendar-sync Try Agile here, it's free for 10 users: https://www.agilecrm.com/
Views: 878 Agile CRM
Twilio Agile CRM integration
 
02:27
Twilio - Agile CRM Telephony Integration - Your Phone inside your CRM - make the most of your CRM by setting up your Twilio inside Agile CRM.
Views: 3071 Agile CRM
Web Grabbers in Agile CRM
 
05:06
Web rules for pop-up's is one of the coolest tool in Agile CRM. Know how to append Agile API for pop-up's. Add web rules, add conditions for setting up a pop-up, choose frequency, choose from different templates for your pop-up. Edit your template in HTML editor. Save template. Preview your pop-up. Copy the script from Agile pop-up's page in GitHub, for the web rule to work and paste it in your HTML code and save. Now you can see pop-up's working in your website. This is how we use web rule's in Agile for pop-up's. Find out more about web grabbers here : https://www.agilecrm.com/web-grabbers Try Agile here, it's free for 10 users: https://www.agilecrm.com
Views: 2402 Agile CRM
Automate Tasks in Agile CRM
 
01:46
Automate your sales process and start converting more customers with ease. Add tasks in Agile CRM though the 'Add Task' node automatically. https://www.agilecrm.com/marketing-automation Agile CRM is a CRM & Marketing Automation Software for Small Business with a ton of features. Try Agile for free, it's free for 2 users : https://www.agilecrm.com/
Views: 2365 Agile CRM
Agile CRM : How to Create Landing Pages (Updated)
 
06:39
In this video tutorial you will get to know on how to create landing pages using Agile CRM. Get to know more about Agile CRM landing page builder at https://www.agilecrm.com/blog/new-landing-page-builder/
Views: 13060 Agile CRM
Agile CRM : How to Create Landing Pages
 
05:58
In this video tutorial you will get to know on how to create landing pages using Agile CRM. Get to know more about Agile CRM landing page builder at https://www.agilecrm.com/blog/new-landing-page-builder/
Views: 9843 Agile CRM
Opportunities and Deals : Agile CRM
 
06:34
Track and manage every opportunity throughout its life cycle. Add milestones, notes and relevant contacts. Forecast sales revenue. https://www.agilecrm.com/features Agile CRM is a CRM & Marketing Automation Software for Small Business with a ton of features. Try Agile for free, it's free for 10 users : https://www.agilecrm.com/
Views: 2798 Agile CRM
Contact Management - Custom Filters in Agile CRM
 
04:15
Agile CRM has a pretty neat and unique way for managing contacts. Contact Managemet in Agile lets you to use existing filters or create custom ones to easily sort through massive lists of contacts anytime you want. You can name your filters based on your filter requirements. You name your filter as "Gmail contacts", then you can set a condition for a tag to appear as soon as you sync your gmail contacts with Agile CRM. You can create multiple conditions based on created date, email id, first name etc. You can also filter contacts from the custom fields you added. You can remove the conditions by just clicking on 'x' button appearing after the condition. Find out more about contact management in Agile CRM : https://www.agilecrm.com/contact-mana... Try Agile here, it's free for 10 users: https://www.agilecrm.com/
Views: 1832 Agile CRM
Google Mail Sync - Agile CRM
 
01:43
Google Mail sync in Agile CRM creates a seamless 2-way sync between Agile and gmail accounts and shows all your emails in the contact details page in chronological order. For more details on Google Mail Sync in Agile CRM : https://www.agilecrm.com/google-mail-... Try Agile here, it's free for 10 users: https://www.agilecrm.com/
Views: 3081 Agile CRM
Form Builder - Agile CRM
 
06:09
Learn how to use form builder in Agile CRM. Go to integrations tab under admin settings. Click on launch form builder. There are various drag and drop components that can be added to your form. You can also edit a particular field. Keep a description in the filed which disappears when you enter a value. There are various other options available to add to your form: like radios/checkboxes, buttons etc. You can add a redirect URL to which you want your user to be redirected once he fill the form. Copy and paste the source code in your site for the form to appear. Make sure you are matching your custom fields with your Agile field. Once the user clicks submit button, a tracking key will be saved in the user's browser to track his web activity. For more videos on Agile CRM, just visit to its YouTube channel. Sign Up and start genrating new leads with Agile CRM Form Builder tool: https://www.agilecrm.com/
Views: 3660 Agile CRM
Tag and Score with Agile CRM
 
01:11
Score and tag leads automatically based on their activity. Add score or a tag when they open or click email links, or when they browse your website. Run lead scoring campaigns and see hot leads automatically bubble to the top of your list. https://www.agilecrm.com/marketing-automation Agile CRM is a CRM & Marketing Automation Software for Small Business with a ton of features. Try Agile for free, it's free for 2 users : https://www.agilecrm.com/
Views: 1706 Agile CRM
Email Forwarding
 
01:03
This video shows how to set up ticket forwarding in Agile CRM.
Views: 11234 Agile CRM
Agile CRM Service
 
13:57
Get onboard Agile CRM Service module. Explore and use all the features to get started.
Views: 2478 Agile CRM
Best CRM, Marketing, Sales & Support Automation | CRM Review - Agile CRM
 
03:07
#1 CRM, Marketing, Sales & Support Automation. CRM Review for Agile CRM by Dean Davis, Co-Owner, Supergel Intl Inc.
Views: 934 Agile CRM
QuickBooks Integration - Agile CRM
 
02:01
Manage your invoices with Agile's new QuickBooks integration. Manage your customer invoices, send reminders to your customers and check history directly from Agile. Try Agile CRM today and enjoy the power of sales and marketing tools in one system: https://www.agilecrm.com/
Views: 830 Agile CRM
Form Builder - Agile CRM
 
05:24
Learn how to use form builder in Agile CRM. For more information on Agile CRM, click here: https://www.agilecrm.com/
Views: 4266 Agile CRM
Contacts Import - Agile CRM
 
03:04
Import your contacts from your csv files into Agile CRM with easy field mapping. Add new tags to the imported contacts, add them to a campaign and start converting your leads using Agile's smart marketing campaigns. Try Agile here, it's free for 2 users: https://www.agilecrm.com/
Views: 3986 Agile CRM
Ticketing Labels & Canned Responses
 
02:08
This video shows you to create and use labels and canned responses.
Views: 3573 Agile CRM
Xero Integration - Agile CRM
 
02:40
Xero integration for Agile CRM gives you a chance to manage your invoices, tracking payments and check invoice history of all customers directly from Agile. For more info on Agile CRM Xero Integration: https://www.agilecrm.com/xero-crm Manage your invoices in Xero by signing up with Agile today: https://www.agilecrm.com/
Views: 1544 Agile CRM
Email Marketing : Agile CRM
 
06:02
With readily available email templates, email marketing in Agile CRM is one of the easiest things to do. Just create and send newsletters in minutes and keep your customers informed of all your product updates. https://www.agilecrm.com/email-marketing Agile CRM is a CRM & Marketing Automation Software for Small Business with a ton of features. Try Agile today, it's free for 10 users: https://www.agilecrm.com/
Views: 3786 Agile CRM
Agile CRM : Web Rules to Engage Your Website Visitors
 
01:08
In this video tutorial you will get to know on how to make your visitor engage with your website using Agile CRM web rules. Get to know more about Agile CRM web rules at https://www.agilecrm.com/web-engagement
Views: 2054 Agile CRM
Agile CRM : How to Create a Newsletter Campaign
 
03:29
In this tutorial you will learn on how to create a newsletter campaign using Agile CRM. Under campaigns you can use an already existing template or create a new template from scratch. You can also learn on how to schedule a newsletter campaign manually and also in an automatic way on a particular date and time. Get to know more about Agile CRM at https://www.agilecrm.com/
Views: 4792 Agile CRM
Xero Integration - Agile CRM
 
02:57
Xero integration for Agile CRM gives you a chance to manage your invoices, tracking payments and check invoice history of all customers directly from Agile. For more info on Agile CRM Xero Integration: https://www.agilecrm.com/xero-integration Manage your invoices in Xero by signing up with Agile today: https://www.agilecrm.com/
Views: 3367 Agile CRM
Agile CRM : How to Use Bulk Actions
 
00:51
In this video tutorial you will learn on how to use bulk actions in Agile CRM. Get to know more about Agile CRM at https://www.agilecrm.com/
Views: 2052 Agile CRM
Google Gadget - Agile CRM
 
03:16
With Google Gadget now manage and add contacts directy from your Gmail account. Search contacts, check customer info, add to campaign and many more functions with our new google gadget for your gmail. https://www.agilecrm.com/google-gadget Check out Agile CRM, free for upto 2 users : https://www.agilecrm.com/
Views: 3687 Agile CRM
Agile CRM : Contacts & Widgets
 
02:24
In this video tutorial you will get to know about contacts and widgets in Agile CRM. Get to know more about Agile CRM at https://www.agilecrm.com/contact-management-software
Views: 2312 Agile CRM
Facebook Integration - Agile CRM
 
01:55
Facebook Widget in Agile CRM allows you to post on your customer's wall with latest updates and news on your products and keep them informed on everything exciting that is happening with your product. For more info on Facebook integration in Agile CRM : https://www.agilecrm.com/facebook-int... Try Agile CRM today and enjoy the power of sales and marketing tools in one system https://www.agilecrm.com/
Views: 2821 Agile CRM
Wufoo Integration - Agile CRM
 
04:29
Add contacts directly from your landing pages as contacts in Agile CRM and trigger marketing campaigns automatically. Find out more about Wufoo integration in Agile CRM here : https://www.agilecrm.com/wufoo-integration Try Agile here, it's free for 2 users: https://www.agilecrm.com
Views: 2031 Agile CRM
Zendesk Integration - Agile CRM
 
03:57
Zendesk Integration in Agile CRM allows you to pull your tickets from each customer to Agile. Now manage your support tickets within Agile CRM and solve customer issues in minutes. https://www.agilecrm.com/zendesk-integration Sign up to Agile CRM today and take customer support to the next level, https:/www.agilecrm.com/
Views: 3979 Agile CRM
Agile CRM : Contact Management
 
02:25
In this video tutorial you will learn on how to manage various contacts in Agile CRM. Get to know more about Agile CRM at https://www.agilecrm.com/contact-management-software
Views: 6026 Agile CRM
TowerData Widget - Agile CRM
 
01:54
TowerData Widget in Agile CRM provides you with personality infomation of your contact to build custom marketing campaigns to catch their eye and sell more. For more info on Rapleaf integration in Agile CRM : https://www.agilecrm.com/rapleaf Try Agile CRM today and enjoy the power of sales and marketing tools in one system: https://www.agilecrm.com/
Views: 317 Agile CRM
Agile CRM : Setting Up Deals
 
01:21
In this video tutorial you will learn on how to set-up deals in Agile CRM. To set-up deals in Agile CRM go to admin settings and click on the option named "deals". Deals can be added manually or using a csv file. Get to know more about Agile CRM at https://www.agilecrm.com/
Views: 2371 Agile CRM
Agile CRM   Marketing Automation Onboarding
 
55:18
This is the Webinar recording of Marketing Automation Onboarding. It will give you detailed view on all the features of Marketing Automation in Agile CRM.
Views: 4976 Agile CRM
Agile CRM : How to Create Landing Pages (Updated)
 
04:48
In this video tutorial you will get to know on how to create landing pages using Agile CRM. Get to know more about Agile CRM landing page builder at https://www.agilecrm.com/blog/new-landing-page-builder/
Views: 4063 Agile CRM
Social Suite
 
00:48
This video gives you a tutorial on how to add social suite to Agile CRM.
Views: 8829 Agile CRM
Agile CRM Marketing
 
20:03
Agile CRM Marketing module onboarding. Explore and learn how Agile CRM marketing module can help your business grow.
Views: 3189 Agile CRM
Sales Automation
 
01:34
Sales automation software
Views: 351 Agile CRM
Check Email Open and Link Clicked in a campaign in Agile CRM
 
02:11
Check if the email you have sent to the lead has been opened and create further steps to make sure your customer gets the message by scheduling a lead if the email hasn't been opened. You can also check if the link you've sent has been clicked by your leads. Agile CRM is a CRM & Marketing Automation Software for Small Business with a ton of features. Try Agile for free, it's free for 2 users : https://www.agilecrm.com/
Views: 2619 Agile CRM
Triggers in Agile CRM
 
01:35
Trigger campaigns whenever certain conditions are met in Agile CRM. The condition can be anything from a new contact being created to a tag being added. https://www.agilecrm.com/marketing-automation Agile CRM is a CRM & Marketing Automation Software for Small Business with a ton of features. Try Agile today, it's free for 2 users: https://www.agilecrm.com/
Views: 3036 Agile CRM

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