{"id":4390,"date":"2018-02-14T17:15:10","date_gmt":"2018-02-14T17:15:10","guid":{"rendered":"https:\/\/www.inmotionhosting.com\/support\/2018\/02\/14\/install-the-agile-crm-plugin\/"},"modified":"2023-06-09T11:00:25","modified_gmt":"2023-06-09T15:00:25","slug":"install-the-agile-crm-plugin","status":"publish","type":"post","link":"https:\/\/www.inmotionhosting.com\/support\/edu\/wordpress\/install-the-agile-crm-plugin\/","title":{"rendered":"Installing the Agile CRM Plugin"},"content":{"rendered":"

CRM stands for Customer Relationship Management. And it\u2019s something you may want to learn about now that you have an e-commerce business. There are many different CRM platforms available.<\/p>\n

Be sure to check out our WooCommerce Education Channel<\/a> for full guides on using WooCommerce to create an online business.<\/div>\n

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.<\/p>\n

In this article, we\u2019re going to focus on the Agile CRM and their free WordPress plugin. We will show you how to install the Agile CRM plugin<\/strong> and sync it with your account.<\/p>\n

You will need an active account with Agile CRM in order to use the features of the plugin.<\/div>\n

<\/a><\/p>\n

How to Install the Agile CRM Plugin<\/h2>\n

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.<\/p>\n

    \n
  1. \"WordPress<\/a>\n
  2. \"Click<\/a>\n
    <\/div>\n

    Click Plugins<\/b> on the left side panel<\/p>\n

    <\/div>\n<\/li>\n
  3. \"Click<\/a>\n
    <\/div>\n

    Under Plugins<\/em> click Add New<\/b><\/p>\n

    <\/div>\n<\/li>\n
  4. \"Search<\/a>\n
    <\/div>\n

    Use the search bar to search for: agile crm<\/b><\/p>\n

    <\/div>\n<\/li>\n
  5. \"click<\/a>\n
    <\/div>\n

    Click Install Now<\/b> on the Agile CRM plugin<\/p>\n

    <\/div>\n<\/li>\n
  6. \"click<\/a>\n
    <\/div>\n

    Click Activate<\/b><\/p>\n

    <\/div>\n<\/li>\n<\/ol>\n

    Now that we have the plugin installed, we will connect it to our Agile CRM account following the steps in the next section.<\/p>\n

    <\/a><\/p>\n

    Connect to Your Agile CRM Account<\/h2>\n

    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.<\/p>\n

      \n
    1. \"Click<\/a>\n
      <\/div>\n

      Click on the Agile CRM link in your WordPress admin area<\/p>\n

      <\/div>\n<\/li>\n
    2. \"Settings<\/a>\n
      <\/div>\n

      Fill in the form with your account details<\/p>\n

      <\/div>\n<\/li>\n
    3. \"Click<\/a>\n
      <\/div>\n

      Click Save<\/b><\/p>\n

      <\/div>\n<\/li>\n<\/ol>\n

      Installation Complete<\/h2>\n

      Now that you have the Agile CRM plugin installed, we will go over the settings in the next guide of our Agile CRM series.<\/p>\n","protected":false},"excerpt":{"rendered":"

      CRM stands for Customer Relationship Management. And it\u2019s something you may want to learn about now that you have an e-commerce business. There are many different CRM platforms available. Be sure to check out our WooCommerce Education Channel for full guides on using WooCommerce to create an online business. CRM applications on the market today Read More ><\/a><\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[56],"tags":[],"class_list":["post-4390","post","type-post","status-publish","format-standard","hentry","category-wordpress"],"acf":[],"yoast_head":"\nInstalling the Agile CRM Plugin | InMotion Hosting<\/title>\n<meta name=\"description\" content=\"In this article, we'll tell you a little bit about CRM and how to install the Agile CRM plugin.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/wordpress\/install-the-agile-crm-plugin\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" 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