agile crm google apps
DESCRIPTION
Agile CRM now integrates seamlessly with your favorite Google Apps, and we’ve even developed an Agile CRM Gadget for use within Gmail. Many businesses these days rely on Google Apps such as Gmail, Google Calendar, Google Contacts and Google Drive, for both productivity (collaborative documents and spreadsheets) and logistics (contact info and calendars), and one of the most requested features for Agile CRM has been integration with these apps.TRANSCRIPT
Sell and Market like the Fortune 500
ACRM Mark
eting
Automati
onW
eb
Analytics
Social Suite
Third-party plugins
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What is Agile CRM?
Google Apps and Agile CRM
Clean and complete integration
● Gmail Gadget
● Email Integration● Calendar Sync● 2-Way Contacts Sync● Drive Integration● Universal navigation & SSO
Gmail Gadget
Get all the context and act on it - right inside Gmail
● See full profile
including notes,
tasks & deals,
campaign activity
● Create leads from
Gadget directly
● Score, add tags,
notes, tasks, deals
● To, From, CCs,
BCCs addresses
Email Integration
See all exchanged emails dynamically
● Link your gmail with a
single click
● See all emails related to a
contact automatically in
the timeline and in the
mail tab
● No BCC forwarding
needed
● Secure OAuth Access
(not requiring password)
Calendar Integration
Clean 2-way Calendar Integration
● See your Google events
in Agile calendar
● Add Agile calendar to
● Instant automatic sync
Contacts Sync
Hassle free 2-Way Contacts Synchronization
● Sync all agile contacts to
a contact group in
● Get all Google contacts
into Agile with a Tag
● Auto sync new and
updated contacts daily,
weekly or monthly
More..
Google Drive Integration
● Easily add Drive
documents Agile
● Link Drive documents to
contacts and deals
Universal Navigation and SSO
● Login to agile directly
from Google Apps
www.agilecrm.com
1-800-980-0729
Thank you