Do you love being Agile? We do too!

What’s common between Salesforce, Nimble, Capsule, Zoho, Highrise and Agile CRM ?

ClickDesk integrates with all of them! Let’s see what makes this Agile CRM chat integration special.

agilecrm live chat

Agile CRM

Agile has everything a business needs to improve sales – contact management, marketing automation, web analytics, telephony, newsletter management, 2 way emails, real time activity alerts, third-party addons and lot more. It’s a complete all-in-one combo package to help SMEs track, nurture and sell like a pro.

http://www.youtube.com/watch?v=CWMelsl70H4

Built with love for small businesses!

Agile CRM is currently in public beta and is accepting early access requests. You can request for an invite here.

ClickDesk – Agile CRM live chat integration features

  1. View contact details with profile link on your IM or browser (webchat) during live chat

  2. Add new contact details directly from the chat by using the shortcut /add

  3. Add new tags to contacts to trigger a campaign. Send  /tag <tagname> during live chat

  4. Add new notes to the contact in live chat by using the shortcut /note <message>

Add New Notes

Adding a tag to a customer would trigger a campaign. For example, you might want to send a follow up mail asking for feedback after the end of a chat session. Replying with a shortcut /tag <tagname> during live chat would trigger that campaign. You can also setup email, tweet or phone campaigns to the contacts and trigger them instantly from the live chat. Read more about triggers and marketing automation.

How to setup Agile CRM chat plugin?

Here’s the ClickDesk’s Agile CRM live chat addons page for setup instructions.

Please write to support@clickdesk.com if you have any questions.

 

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