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The Latest Updates

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Blog Updates

From Agile CRM Blog


How to Prepare a Winning Omni-channel Marketing Plan

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Essential Email Marketing Tips for Marketing Automation

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Finding Contact Details From Linkedin Made Easier

Are you the person responsible for increasing the Social demand for your brand? Do you use Linkedin often as a sales person to look for leads?If yes, then this widget is going to make your life much more easier...


Have You Considered Agile CRM as a HubSpot Alternative?

Most companies today use customer relationship management (CRM) for their sales efforts. When it comes to marketing automation...


5 Features your Small Business CRM should have

Actively managing customer relationships is no longer the sign of a well-run small business. It now is an essential practice for all businesses to engage and nurture their customer...


Agile CRM & Ringcentral join hands for a better Telephony Experience

In another step towards creating a holistic CRM experience; Agile CRM has integrated with Ringcentral to provide a more powerful Telephony experience to its customers...


Choose the best Real-Estate CRM for your business

Customer relationship management (CRM) solutions lie at the core of successful sales processes today...


Agile Email Finder : Verified Email Addresses at your Fingertips

Agile in its pursuit to create sophisticated integrations to help businesses run smoother sales and marketing processes is launching the Agile Email Finder...


Become a Pro in Social Selling

Social media is the king of the internet. It is impossible to escape something that has taken the world over...


Making Resolving Customer Queries a Delight – Live Chat

Generating Leads and Helping your Customers has gone through a major makeover with advanced technology making things more convenient for businesses and customers...


Why Sales Engagement is Imperative for Your Business?

The sales department and the people who are in it are key elements in the success (or lack thereof) of any business...


5 Ways in Which Agile CRM can Help Small Businesses

Are you a small business looking for that one magic potion that helps you iron out your sales and marketing processes...


5 Reasons why Small Businesses Should use CRM?

CRM for Small businesses is a concept that is alien to many. For those who think of automation tool and software as something that’s useful for multinationals only...


6 Easy Ways to Increase Email Open Rates Today

Despite all the attention and love that new generations tools such as Social Media and Content Marketing have received in the last few years...


6 Benefits of Marketing Automation for a Brand and its Customers

Marketing is vital for any business. If you’re considering growth and expansion of your business...


Sales Engagement Platforms – The Right way to Sell

Sales Engagement platform are software’s that help businesses of all sizes to support the customer lifecycle through every phase of sales starting from Lead Prospecting...


Email Finder : Bringing you a step closer to finding Qualified Leads!

Having trouble finding qualified leads?Is toggling back and forth between Linkedin...


Upcoming Feature Update : Live Chat!

Live chat helps you connect with your customers seamlessly with immediate access to your Agents. Live Chat will help you...


Now Get Live Chat Support 24/5 with Agile CRM

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5 Building Blocks of Successful Lead Scoring

Most modern marketers are bitten by the inbound marketing bug. Once your inbound marketing engine is working well and you’re getting a high volume of new leads...


Agile CRM: Your Exclusive Real Estate CRM

Though a sharp deceleration in the economy has taken place in recent months, the U.S. housing sector remains intact...


10 Advantages of Integrating Telephony Into CRM

Telephone technology has been developing for more than a century, so the approach to telephony shouldn’t remain stuck in the pre-internet age...


Difference Between CRM and CRM with Marketing automation and Service In-built

Small businesses and their sales teams have witnessed a rapidly changing history of Customer Relationship Management software...


Multi-channel Approach for Small Business Using Agile CRM

So you’re looking to purchase a TV. You’ve been reading articles about the latest technology, you’ve been searching for reviews, you’ve watched product videos, visited websites...


How Customer Service Should Evolve with Automation

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The Importance of Using a Scalable CRM for Your Growing Business

The number of small businesses in the US has increased by 49% since 1982. New companies are started every day by aspiring entrepreneurs who want to have a business to lead and run on their own terms...


Improve Work Efficiency with All-in-one Agile CRM

The most critical resource in our lives is time. However, the passage of time is out of our hands; seconds keep ticking away...


Sales CRM with Marketing: Why you Need it for your Small Business

If marketing empowered just one sales rep to close a deal, you would see how Sales would become eager to do whatever it takes to help Marketing do more of the same...


How Agile CRM Helps Small Business Improve Lead Quality to Increase Customer Conversions

Multinational telecommunications company, Level 3 Communications, began a large and expensive marketing campaign in late 2012...


Now Get Live Chat Support 24/5 with Agile CRM

We repeatedly hammer home the importance of good customer service here on the Agile CRM blog. Like any good business, we also practice what we preach...


The Essential Guide to Understanding the Future of CRM

Twenty-seven years ago this statement was coined by a man who has since become known as the “Father of Modern Marketing.” Kotler was right: Revenue performance is directly tied to the success of sales...


How Social Polls Can Help You Engage With Your Audience

Polls are a traditional marketing tactic that have been used for decades. On social media, polls are a way to amplify engagement...


Eventerprise Automated Sales & Marketing Seamlessly With Agile CRM

Automation grows with each passing year, and businesses need solutions to automate areas like sales and marketing...


6 Chrome Extensions for Easy Lead Generation

Lead generation can be difficult without strong contact data. This is especially true for B2B marketers since it is crucial for their businesses to have quality...


How to Manage Online Reputation for SaaS Companies

There are more than 3.5 billion internet users, and more than 50 percent of them are talking about the brands or products they are using...


5 Tips for Better Email Open Rates

The phrase “email is dead” is one that has been uttered by companies for years now, but according...

Updates in
08 in MAR
Product Updates

Product Updates

Apr 20, 2017 ( Version: 42.2)
  • Added ACL's for 'Videos'
  • Added an option to show/hide the 'Form Name' in ‘Form Builder’ settings
  • Added an 'Image Group' block under Email Template Builder'
  • Modified the 'Feedback Report' icons from Awesome, Good, etc., now showing only 'Good' and 'Bad'
  • Fixed issue, removed the signature when Agent adds a Private note to the ticket
  • Now 'Merge Fields' works on direct emails
  • Ringcentral - Upgrading version files and Enabling Widget
  • We are now supporting Portuguese language for our Agile Dashboard
  • Added zaps for Help Desk (New Ticket Trigger and Create Ticket action)
  • Added ‘Office 365’ data sync widget
  • Now we have ACL's for ‘Deals Export’
  • ‘Online Calendar’ is now in 24hrs format
  • Added SMS ‘Delivered’ and ‘Failed’ events on trigger
  • Users can now sort ‘Contacts’ based on ‘Last called /Last Emailed’
  • Added new feature, 'Getting Started' steps for Sales, Marketing, and Service modules
  • Added ‘Video Emails’ as a separate entity
  • Added ‘Videos Count’ in ‘All Domain’ stats report
  • Added a new feature, 'Smartview' using this feature, we get to know who is viewing the same contact details, deal details and campaign workflows
  • Added new feature, now we have ‘URL’ and ‘Currency Custom’ fields for Contacts/Companies/Deals
  • Enhanced ‘Set Owner Round Robin’ at Node level
  • Enhanced storing Contacts/Companies, now whenever a new Contacts/Companies is added, the Country field in the form automatically get fills
  • Added a new ‘Social Share’ block under ‘Email Template Builder’
  • Added ‘Date Field’ in ‘Form Builder’ for mapping the default and custom contact type agile fields
  • Added ‘Documents List’ field in form settings
  • Enhanced ‘Set Owner Round Robin’ at Node level
  • Added two new email template under Newsletter category
  • Contacts/Companies data in Trash will be automatically deleted after 30 days
  • Added detailed ‘Lost Deals’ analysis report
  • Added Time based Merge Fields. For example:
  • Today : {{current_date}}
    Tomorrow : {{current_date +1}}
    Yesterday : {{current_date -1}}
    Next Week : {{current_date 7}}

  • Updated the dashboard “Side Menu Bar” with “New Icons”
  • Enhanced ‘Campaign Scaling’
  • Added condition for ‘email replied’ in “trigger campaigns”
  • Enhanced JSON node that allows to post data in JSON format
  • Fixed email address field which was not accepting emails in different format
  • Added SIP.JS ‘Telephony’ widget.
  • Added ‘Email Fetch’ widget under ‘Social Widgets’, wherein ‘Email Address’ is fetched by mapping the ‘Website Domain’ and ‘First & Last Name’ from ‘Contacts Info Page’.
  • Added a new option under ‘Deals’ that allows to view ‘Untouched Deals’ for selected number of days .
  • Added new templates in ‘Form Builder’ based on themes (5-Bootstrap,5- Metro, 5-Flat , 5-Material).
  • Added new ‘Twitter App’ for ‘Social Suite’.
  • Added a new ‘Push Notification Popup’ template that looks like ‘Chrome Push Popup’.
  • Added new feature to ‘Recently Viewed List’ wherein ‘Tickets’ can be seen.
  • Added ‘Add Tickets’ node under ‘Campaigns’.
  • Added new feature ‘Social Share’ block under ‘Footer’ facet in ‘Landing Page Builder’.
  • Enhanced ‘Contact List’ with new UI.
  • Added new feature to ‘Ticketing’ wherein, while creating a Ticket, if the email contains a reply-to email address [reply-address], all subsequent replies to the ticket are sent to that email address [reply-address].
  • Enhanced ‘Article’s List Page’ by adding a column named ‘Status’ that differentiates the article status [Published or Private].
  • Added new feature in ‘Chrome Extension’ named ‘Add New Template’ in email templates drop down in Gmail .
  • Added new options in ‘Chrome Extension’ by segregating ‘Email Templates’ drop down into ‘Templates’ and ‘Videos’ and showing videos under ‘Videos’ section.
  • Added a new ‘Status Change Trigger’ in ‘Ticketing’, with campaign name ‘Runs a campaign on Contact, when a ticket status is changed’.
  • Enhanced ‘Email gateway Feature’, wherein emails will go from default email gateway, when SMTP & Gmail Oauth fail to send.
  • Added an option for ‘Deals Export’ that allows the users to select the headers or columns based on the requirements.
  • Enhanced ‘Responsive Webrules’ by showing ‘Close Icon’ inside the popup.
  • Added ‘Faster CSV Contacts Import’ for client side import of contacts, along with normal import.
  • Added new template named ‘Minimalistic’ for ‘Ticketing Emails’.
  • Added ‘Alerts’ for ‘Clicked & Open’ nodes.
  • Added ‘Nexmo’ messaging widget under ‘Telephony’.
  • Added ‘Custom Field’ option in ‘Import’ feature, allowing to map data during import of contacts, companies and deals.
  • Enhanced ‘Inbound’ and ‘Outbound’ for ‘Asterisk’ telephony widget.
  • Enhanced ‘Email Invitation Checkbox’ option, where the selected state (Checked or Unchecked) remains same for the domain, until the state is changed.
  • Enhanced ‘Color Types’ for ‘Deals’ with light colors.
  • Added a new ‘Email’ feature that sends the campaign emails from ‘Outbound SMTP’.
  • Added logic to capture & save geolocation data (latitude & longitude) for contacts & companies.
  • Enhanced ‘LinkedIn Sales Prospect’ in Chrome extension. Now displaying 100 search results instead of 10.
  • Added ‘Drupal Plugin’ that supports Drupal version 8.
  • Added ‘Joomla Plugin’ on the website for Joomla users.
  • Enhanced ‘Domain Key Settings’ feature with ‘Send Email’ option.
  • Added a new block ‘Image+Caption’ in ‘Content Blocks’, under email template builder.
  • Enhanced ‘Image Block’ feature under email template builder that allows image customization to full size of the block.
  • Added ‘Three New Languages (Italian, Russian & French)’ under ‘Preferences’.
  • Enhanced ‘Chrome Extension’ functionality that supports ‘LinkedIn New Version’.
  • Enhanced ‘Dial Pad’ with ‘Alpha-Numeric’ options.
  • Enhanced ‘Twilio Outbound CallerId’ feature in ‘Contact Edit Page’ to allow users to make direct calls from the outbound number dropdown menu.

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