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Automate your sales and marketing in one platform. Avoid data leaks and enable consistent messaging.



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The Latest Updates

Recent news and product updates

Blogs in
Blog Updates

From Agile CRM Blog


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...


How to Send Video Email Within Agile CRM

In a crowded email inbox filled with marketing messages, it can be tough for your business to stand out...


Make Calls to Your Android Phone from Within Agile CRM

One of the features we’re pretty excited about is Agile CRM’s new Asterisk integration. The integration...


How to Generate Leads with Video Email

Small to medium-sized businesses (SMBs) are always looking for ways to help their limited marketing budgets go further...


We’re Hiring in Dallas!

Back in October, I tipped you off that Agile CRM now has an office in Dallas. If you’re based in the Dallas-Fort Worth area...


Our New Android App

Most sales agents aren’t in the office—they’re out in the field, meeting with clients...


Get Things Done Faster with Our New User Interface

Okay, we admit it: There’s a lot baked into Agile CRM. As an all-in-one CRM, we’ve included marketing...


Why Video is the Next Evolution of Email Marketing

The oldest application on the web is about to again be at the forefront of innovation—and small and medium businesses...


Make Sales Calls Powerful with Asterisk PBX & Agile CRM

What if you could make calls from your office phone directly from within your Agile CRM dashboard? Yeah, that would be really cool...


Personalized Video Email Cuts Through the Clutter

We live in a world that’s in love with videos. Whether it’s on our phones, our Internet-connected televisions...


Agile CRM Ranked as a Most Used App by Zapier

Zapier just named Agile CRM one of the top 5 most used web apps of 2016. We recorded a 219 percent increase in user growth on automation site...


Turbocharge Your Drupal Site with the Agile CRM Drupal Module

Along with WordPress, Drupal is one of the most powerful and widely used content management systems on the web today...


Get Ticket Feedback in Helpdesk

We’re pleased to announce that you now can get direct support ticket feedback from customers directly within Agile CRM...


6 Ways to Create Engaging Transactional Emails

Transactional emails are a tedious but important part of doing business. Unfortunately...


5 Reasons to Use Dynamic Content in Your Marketing

Marketing must be personalized to be successful. Consumers want a unique and relevant message...


How to Make an Effective Landing Page

A good landing page is as important to your marketing plan as a good foundation is to a new building...


5 Tricks to Get More from Your CRM

CRM software remains a top priority for IT professionals. According to Gartner, CRM software totaled $26.3 billion in 2015, up 12.3 percent from $23.4 billion in 2014...


How to Run a Calling Campaign Through Your CRM

Sales reps make an average of 46 calls per day, which means that efficiency gains can have a huge impact...


How to Grade Your Customer Support Effectiveness

For small or single-person businesses, measuring customer support is as simple as paying attention to the response you get from your customers...


7 SMB Marketing Trends for 2017

SMB marketing in 2016 was about driving sales, bringing brand recognition through social media and acquiring new customers...


5 of Our Favorite Customer Service Stories of 2016

Customer service builds trust, and customer trust means your business is in stable space. Not many businesses achieve this space without offering great customer service to their customer...


Our Best Sales Automation Stories This Year

Sales is a cornerstone for every business. If the sales team is not functioning well, it is also fair to say that your business is not doing well...


It’s Celebration Time – Happy Holidays!

It’s that bright and merry time of the year where celebrations are running high and businesses...

Updates in
Product Updates

Product Updates

Feb 20, 2017 ( Version: 39.3)
  • 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.
  • Added a feature in ‘Deals’ that allows users to view the underlying data for ‘Deal Reports’.
  • Enhanced ‘Domain Level Verification’ feature for Emails.
  • Added ‘Asterisk’ telephony widget under ‘Preferences’.
  • Added new tab ‘Email (DKIM & SPF) Settings’ under ‘Admin Settings’.
  • Added ‘Multi-Currency Supporting’ feature in ‘Deals’ for enterprise users. This allows to create and manage deals in multiple currencies.
  • Added a ‘Shopify’ option in Agile CRM, allowing product name to be added to ‘Deals’ that helps understand the number of products purchased by a certain customer.
  • Enhanced ‘Analytics’ feature with ‘Copy’ button in Admin Settings, which allows users to copy the analytics script.
  • Added ‘Call Conference’ feature for Twilio telephony widget.
  • Added ‘Drop Down Values’ for transparency feature in ‘Form Builder’.
  • Enhanced ‘Online Calendar’ features, allowing to create customized ‘Meeting Types’ with different time frames.
  • Enhanced ‘Outbound SMTP Mails’ option that supports the attachments for personal email.
  • Added ‘Alphabets’ feature in ‘Admin Settings’, displaying the tags based on the selected alphabet.
  • Added ‘Create a Copy’ option in Form Builder.
  • Enhanced ‘Contact’ feature with multiple ‘Tags’ filter in ‘Visitors’ page.
  • Added TinyMCE Editor in ‘Web Rules’.
  • Enhanced ‘Uploading Documents’ feature, to allow uploading documents from local drive in a single step.
  • Added 'SMS Sending' option for domain user to the agents.
  • Added ‘Ozonetel Telephony’ widget.
  • Added navigation bar in ‘Form Builder’.
  • Added ‘Open Link’ option in ‘Landing Pages’ detail editor.
  • Added ‘Background Color’ option in Landing Pages.
  • Enhanced UI/UX for Sales dashboard.
  • Added Form module for all users.
  • Added ‘Twitter Handle’ to Agile CRM’s Chrome extension.
  • Added ‘UserVoice’ to Contact Us and removed it from Dashboard pages.
  • Fixed issues under Integrations.
  • Fixed minor issues in Service dashboard.
  • Added 'Call Transfer' feature in Twilio to allow call transfer between internal users and Voicemail.
  • Added ‘Import Historical Data’ to allow contacts sync for Magento & Shopify users.
  • Added ‘Gmail’ OAuth for SMTP.
  • Added ‘Remove Background Image’ option for Landing Page blocks.
  • Added ‘Ticket Status’ icon & ‘Favorite’ button in Ticket details page.
  • Added ‘Email’ column for Companies.
  • Enhanced UI for DKIM & SPF.
  • Enhanced UI & UX for Sales dashboard.
  • Fixed the ‘Delete and Clone’ actions for Video Blocks.
  • Removed ‘Upgrade’ page and links for iOS users.
  • Added a new sign up feature that allows signing up with Google Apps email ID.
  • Changed ‘Service’ module icon.
  • Enhanced ‘Show Modified Time’ for Email Templates.
  • Added ‘Default Avatar’ for all registered users.
  • Added a tab to block ‘Email Purchase’ for more than 10,000 emails to restrict spammers. Only Support reps can unblock this purchase using ‘Release’ button in Admin Panel
  • Added ‘Show Time’ to show the time comments were inserted in the Feedback Page.
  • Added ‘Web Rules’ to Shopify Store registered users.
  • Enhanced ‘Left Navigation Bar’ to show Sales, Marketing & Service tabs, and individually categorized their drop-down menu.
  • Enhanced Admin Settings to divide "API & Analytics" in to two parts as 'API' & 'Analytics'.
  • Enhanced ‘Email Content’ to block spam URLs.
  • Enhanced Marketing dashboard by rearranging the ‘Dashlets’.
  • Enhanced ‘Video Block’ in Landing Page to allow valid URLs from YouTube & Vimeo.
  • Enhanced UI/UX of Sales dashboard to improve the functionality.
  • Fixed ‘Recaptcha’ issues.
  • Removed ‘Deal’ & ‘Company’ custom fields from Form Builder.

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