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The Latest Updates

Recent news and product updates

Blogs in
Blog Updates

From Agile CRM Blog


Five Ways Marketing Automation Can Boost Customer Loyalty

Brand loyalty isn’t obtained the same way customers are. It is a satisfied customer who creates brand loyalty...


6 Tips to Personalize Email Marketing for B2B Leads

I get a personalized birthday card from my go-to shopping site thanking me for my business...


8 Ways to Measure if Your Self-Serve Customer Care is Working

If you are reading this, you probably don’t have a call center that is supporting your business.


15 Minutes to Inbound SMS Marketing

If you rely on email marketing, you also should take a look at SMS marketing. Here’s why.


How CRM Improves Lead Conversion

Ninety-one percent of companies with more than 11 employees are using a CRM, which shows the importance of CRM.


5 Ways to Automate Customer Segmentation

The essence of a good marketing strategy is to know your customer better than your competitor does.


How to Prospect Better With Agile CRM & RingCentral Integration

Sixty percent of business interactions happen via phone call. That figure illustrates how crucial having a telephone system in your CRM is.


4 Tips for Automating Your Sales Pipeline

For most businesses, the sales pipeline is getting longer and more challenging. Thankfully, automation can help.


How YEAH! Local Made Email Automation Easy

Email marketing is a cornerstone for many businesses, and YEAH! Local was no exception.


Why Customer Service is Key in Your Marketing Plan

Peter Drucker got it right. “There is only one valid definition of business purpose: to create a customer,” he noted.


How to Improve Your Social Listening

The vast majority of people have a presence on social media and that population is growing.


5 Sales Automations Your Business Needs

The Bridge Group states that sales productivity is the first challenge for approximately 65 percent of B2B companies.


5 Powerful CRM Retargeting Ideas You Should Try

A lot has been made about the potential value of data. Retargeting is a concrete example of data...


Why You Should Integrate Your CRM and Customer Service

Maintaining consistent communication is what a CRM system helps provide, and having continuous...


How to Prepare a Winning Omni-channel Marketing Plan

Marketing has been transformed by the digital age. It operates in social media, websites, mobile applications and more.


6 Awesome Zapier Integration Recipes for Agile CRM

“Work smarter not harder.” This quote is perfectly in line with the app, Zapier, integration with...


How to Find New Leads from LinkedIn

There are 450 million LinkedIn users and more than 40 percent of users check LinkedIn daily.


Now Include Direct PDF Downloads on Agile CRM Forms

Freebies are a hallmark of landing pages.


Track Site Visitors with the New Agile CRM Joomla Extension

If you are a web developer or your website runs on the Joomla content management system (CMS).


Our Favorite Best WordPress Plugins for Marketing

The magic number: 44,225. That’s the number of plugins WordPress offers to its users.


How PromptCloud Centralized Data Using Agile CRM

Managing data easily and effectively is no easy challenge. Nor is getting sales and marketing teams working together.


Automate Deal Value with Our New Products Feature

Calculating the value of a potential deal is not always quick or easy when you’re selling.


Record and Send Video Email Through Agile CRM

Agile CRM now helps you not only nurture leads through email, SMS and notifications–but also video!


How Contextual Marketing Can Boost Your Business

When compared with generic marketing, 54 percent of your users engage better with personalized content marketing


How CRM Can Benefit Nonprofits

Successful nonprofit organizations build relationships and connect with donors and members on a regular basis.


Take Control of Your Email Inbox with These 8 Tools

4.3 billion people all around the globe use email on a daily basis. The average number of emails an office employee gets every day is 121.


How Marketing Automation Solves Four Common Customer Service Issues

If your company isn’t using marketing automation yet, you have some obvious room for better business processes.


3 Keys for Better CRM Onboarding

Agile CRM is an awesomely productive tool, but only if your employees actually use it.


7 Tips for Getting More from Industry Events

Agile CRM has grown like gangbusters since we started in 2013, passing the $3 million annual revenue mark earlier this year.


reCAPTCHA in Agile CRM

Website forms are one of the most important assets for capturing leads and visitor details on a company’s website.


5 Email Marketing Trends You Should Know

With every new year comes new technologies, marketing ideas and marketing strategies, but there is one technology that’s probably never going out of style.

Updates in
Product Updates

Product Updates

Dec 02, 2016
  • 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.
  • Added ‘Enable Authentication’ button on Single Sign-On page.
  • Considering pro-rated amount for Add-ons.
  • Enhanced ‘Notifications’ tab to show Push Notification sent on mobile by default.
  • Andriod App (including Push Notification feature) is now available in Play Store.
  • Added ‘Ticket’ & ‘Call’ shortcuts in the “Add” drop-down option on Main Dashboard.
  • Added ‘Product Code’ option for Products.
  • Added restriction on Campaign Emails count for domains without valid “DKIM & SPF” settings.
  • Enhanced ‘Search’ option for better results.
  • Enhanced ‘Subscription’ via credit card to allow users with card expiry on same month also to opt for subscription.
  • Removed 'Email Templates' link from Preferences.
  • Fixed ‘NullPointerException’ in Support Admin Panel.
  • Added ‘Manage Tracks’ for Deals under ‘Tracks & Milestones’ page in Admin settings.
  • Added ‘Java Script’ option in Landing Page Settings
  • Added 'Tool Tips' across the Marketing automation functions (wherever required).
  • Added team email IDs for ‘Exception’ logs.
  • Enhance UI for Sales Enablement.
  • Enhanced IU for Feedback in Service dashboard.
  • Enhanced UI for Marketing dashboard.
  • Fixed few UI issues in Marketing Automation.
  • Added ‘Contacts Count’ in Email Template with report type in Contact Report Email Template.
  • Added ‘Email Option’ in Production Box when any ‘Exceptions’ occurs.
  • Enhanced ‘Email Tracking’ by adding open and unsubscribe click analysis.
  • Enhanced ‘Call Report’ timeline from seconds to minutes.
  • Enhanced UI in Sales dashboard.
  • Removed ‘Manage Forms’ button from the Landing Pages.
  • Removed ‘Restrictions’ in Activity Dashlet.
  • Fixed an issue in ‘Feedback’ feature.
  • Allowing customers to purchase add-ons [Permissions(ACLs), Campaigns, Triggers] if their existing plan does not support.
  • Added “Theme & Layout” option in Preferences.
  • Enhanced ‘Preload Setting’ to make it a default one.
  • Enhanced UI of Email Template.
  • Enhanced ‘Support Admin’ panel.
  • Added ‘New Fields’ for Zapier integration.
  • Enhanced UI for ‘Call Reports’ & ‘Call Dashlets’
  • Enhanced ‘Deals’ feature to allow users to add companies in Related Contact fields.
  • Enhanced UI of the app.
  • Fixed minor issue in ‘Deals’
  • Fixed ‘Custom’ field for ‘Last Name’ in Contacts & Company page.
  • Fixed minor issue in ‘Events’ dashlet.
  • Added ‘Unsubscribe’ link to default templates in Email Builder.
  • Added ‘Unsubscribe’ merge field to Email Builder Editor.
  • Added ‘Hidden Field’ option in ‘Form Builder’.
  • Added ‘Count’ and ‘Report’ type in Contacts Reports email template.
  • Enhanced ‘Name Format’ feature in ‘Advanced’ tab, now users can swap (First Name First, Last Name Last & First Name Last, Last Name First) contact names.
  • Added “Webhook API” that allows developers to Create, Get and Delete webhook for enterprise plan.
  • Added ‘warning & alert’ messages when a user account reaches 80% and 100% contacts limit.
  • Fixed ‘Upload Images’ issue for “Landing Pages” & “Push Notifications”.
  • Optimized ‘DashBoard’ performance.
  • Fixed minor issue with ‘Contacts & Companies’ direct email from pop-over.
  • Added ‘Dynamic Content’ feature in “Landing Pages” wherein user can dynamically change either text, button or image of a landing page based on web rules.
  • Added ‘Verify’ button to “Track Code” to allow users to validate Agile track code of their website with app default track code.
  • Added a feature to display ‘Deal Tags’, ‘Deal Tags Time’ and ‘Tags Epoch Time’ in “Deals CSV Export”.
  • Added ‘Download’ functionality for contacts and companies export to show user activities with download link.
  • Added ‘Help Video’ icon in “Campaigns” list page.
  • Added wait-time for creation and cancelation of “Events” from email.
  • Enhanced ‘Getting Started’ dashlet for Marketing Automation dashboard.
  • Enhanced ‘Events Emails’ such that user can opt to receive or not receive event emails.
  • Minor enhancement to “Google Sync”, now users need not reset the Credentials in Google sync when user moves from Google to Agile and vice versa.
  • Enhanced “Deals CSV Export” to allow a count of 10 notes for each deal.
  • Fixed minor issue in ‘Never Contacted’ filter.
  • Fixed minor UI issue in ‘Contact Timeline’.
  • Added “Products” feature to ‘Deals’ where customer can create product catalogs and deal value can be calculated based on product value.
  • Added “EDocuments” feature to ‘Documents’ where users can create e-documents with product catalogs and send the same in emails.


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