Plugin / Agile CRM Content Management

Agile CRM



1) Install the Agile CRM WordPress plugin

Download the Agile CRM – WordPress plugin from Agile CRM website. Login to your WordPress Admin panel (wp-admin), go to Plugins → ‘Add New’ → ‘Upload Plugin’. Upload the downloaded plugin zip file and click ‘Install Now’. Once successfully installed, click on the ‘Activate Plugin’ link. After activation, you will see the ‘Agile CRM’ tab on your ‘Main Menu’ tab

2) Set up Agile CRM account

Click on the ‘Agile CRM’ tab and navigate to ‘Settings’ and it will redirect you to the Settings Page. Create a new Agile CRM account if you don’t have one or fill the details of your existing account. Click ‘Save’ and you’ll be redirected to ‘Dashboard’. Web Rules & Web Stats will be automatically enabled on your dashboard.

3) Set up Agile forms & landing pages

  • Agile CRM forms
    Under ‘Pages’ tab, navigate to Add New page. On that page, you can spot ‘Agile Forms’ on Visual Editor. Click on the button and a pop-up will appear. You can forms from the drop-down list and easily integrate customized web forms on your site or app.

  • Agile CRM landing pages
    Under ‘Pages’ tab, navigate to Add New page. On that page, scroll down to Agile CRM Section. Under ‘Landing Page’ tab, you can select any page from the drop-down list. Now you easily integrate Agile CRM Landing pages in your WordPress pages.


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