Installing the Agile CRM Plugin

CRM stands for Customer Relationship Management. And it’s something you may want to learn about now that you have an e-commerce business. There are many different CRM platforms available.

CRM applications on the market today do a lot of things (maybe too many things). But, in general, they are meant to do one thing well: help you relate to your customers. CRM tools collect data about your customers, help you contact them, set up appointments, provide support, and much more.

In this article, we’re going to focus on the Agile CRM and their free WordPress plugin. We will show you how to install the Agile CRM plugin and sync it with your account.

How to Install the Agile CRM Plugin

To get started using Agile CRM, we are going to install the WordPress plugin (free version). Of course there are premium options available, but we can get started with the free features for now, and you can add more later.

  1. WordPress login screen

    Log into WordPress Dashboard


  2. Click Plugins on left WordPress nav

    Click Plugins on the left side panel

  3. Click Add New under Plugins

    Under Plugins click Add New

  4. Search for agile crm plugin

    Use the search bar to search for: agile crm

  5. click Install Now button

    Click Install Now on the Agile CRM plugin

  6. click Activate button

    Click Activate

Now that we have the plugin installed, we will connect it to our Agile CRM account following the steps in the next section.

Connect to Your Agile CRM Account

Now that we have installed the Agile CRM plugin, we are going to input our account details. This will sync your plugin with your Agile CRM account.

  1. Click Agile CRM link

    Click on the Agile CRM link in your WordPress admin area

  2. Settings form account details

    Fill in the form with your account details

  3. Click blue Save button

    Click Save

Installation Complete

Now that you have the Agile CRM plugin installed, we will go over the settings in the next guide of our Agile CRM series.

Christopher Maiorana Content Writer II

Christopher Maiorana joined the InMotion community team in 2015 and regularly dispenses tips and tricks in the Support Center, Community Q&A, and the InMotion Hosting Blog.

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2 thoughts on “Installing the Agile CRM Plugin

    1. Sure, Carmen! There are a lot of tools that integrate well with WordPress. Do you have a specific tool, application, or use-case in mind that you’d like more information about?

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