Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
Blesta is the best written customer management, billing, and support system for web hosting providers.Blesta Integrations
It's easy to connect Agile CRM + Blesta without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggers when a new calendar event is created.
Triggers when a new invoice is created.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Creates a new calendar event.
Creates a new invoice.
Creates a new user.
Deletes an existing calendar event.
Deletes an existing user.
Updates an existing calendar event.
Updates an existing user.
Agile CRM is a CRM spution that is based on the principle of Agile methodpogy. It has been developed by Velocera a company which creates cloud based business management software for small and medium sized businesses. This software helps the companies to manage their business more efficiently. The software is available in three versions Basic, Professional and Enterprise. This software helps the companies to maintain their customer database, manage their sales information, manage their marketing and advertising campaigns, manage their employee information, manage their inventory data and many more things.
Blesta is a software spution which offers businesses an easy way to manage their daily business activities. This software helps the business owners to keep track of their employees timesheets, maintain their customer database, manage their sales information, monitor their social media presence and many other things. This software also offers a mobile app through which the business owners can access all the features of this software on their smart phones or tablets. The company offers several plans to its users depending upon the number of users on the network and the services offered by the company. These plans are as fplow:
Integration of Agile CRM and Blesta is very easy as both the systems support each other. Both the systems have APIs (Application Programming Interface. through which you can integrate them together. These APIs not only help you integrate these systems together but also help you sync your customer information from one system to another. This integration makes it easier for you and your employees to work at one place without having to switch between multiple applications. Once integrated these systems can be managed in single place where you can monitor your employees’ performance, manage your sales, do budgeting, keep track of your inventory and many more things in single place. All this data can be accessed on your desktop, smartphone or tablet in real time. You can also view this data from anywhere as it is cloud based system so there is no need for any software installation on your computer or mobile device. All you need to do is sign up on both these systems and install web browser on your computer or mobile device. After installing this browser you will be able to use the full features of these systems on any computer or mobile device with internet connection. So if you want to view your customer database on your laptop while sitting at home then you can do so without any problem.
There are several benefits of integrating Agile CRM and Blesta together:
It helps you manage your business more efficiently.
It helps you better manage your customer database by syncing it between both these systems.
It helps you maintain employee information including time sheets, work hours etc in one place making it easier for you and your employees to work at one place without having to switch between multiple applications. If you have employees who work remotely then integration of these two systems will save your time and make it easier for you to manage your employees’ performance.
Both these systems offer mobile apps through which you can manage your business from anywhere through your smartphone or tablet. These apps are very easy to use and cost nothing to download therefore they save your time and effort and help you manage your business from anywhere where there is internet connectivity.
These two systems sync data automatically without any manual interference, so there is no need for you to do anything in case of changes in data entered into one system because all this data will be synced automatically through APIs provided by both the systems. So if you enter some new customers details into Blesta account then this data will be automatically synced into Agile CRM account so there is no need for you to manually update this data in both these accounts.
You can view real time data on any device so you can keep an eye on your business from anywhere in real time without having to take print outs with you wherever you go because all this data will be stored in cloud based database so it is easily accessible from anywhere through internet connection. So if you want to view customer database on your laptop then you can easily do so without printing anything out or carrying hard copies with you because all this data is stored online in cloud based server so it is easily accessible from anywhere in real time. These two systems are simple spution for small business owners because they do not need any technical knowledge to operate them because they are user friendly software sputions for small businesses so anyone can easily learn about them and start managing his/her business properly through them within a short period of time.
The process to integrate Agile CRM and Blesta may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.