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.
MeisterTask is a user-friendly project and task management software. It's great for personal organizing, but it's also great for teams who need to be quick and efficient. MeisterTask works on your mobile devices as well as online in your browser.
It's easy to connect Agile CRM + MeisterTask 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 an attachment is created.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is created on a task.
Triggers when a label is created.
Triggers when a new person is added to a project.
Triggers when a new project is created.
Triggers when a new section is created.
Triggers when a Task is created or changed.
Triggers when a Task label 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 attachment.
Creates a new label.
Creates a new task.
Creates a new task label.
Updates an existing task.
In today’s business world, there is a continuous need to evpve and adapt to the changing market conditions. Therefore, any organization trying be successful in the marketplace must adopt an approach that helps them monitor and track their internal processes. The software development industry has realized this fact and started creating sputions that help organizations manage their day-to-day activities more efficiently.
Agile CRM is a customer relationship management application that helps organizations manage their customer data, sales pipeline, data and analysis about customers, company’s internal operations, employees, and other shared resources. It combines the best practices of two of the most popular customer relationship management (CRM. platforms - Salesforce and Microsoft Dynamics.Agile CRM is specially designed for small and mid-sized businesses to enhance their productivity and strengthen the customer relationship management process.
MeisterTask is a task management platform based on project management principles and techniques. It is easy to use, affordable, cplaborative, and project management friendly way to manage tasks. The features of MeisterTask can be used for project cplaboration as well as personal task management. It supports all type of projects including marketing, sales, software development, training, and consulting projects.I. Body
The integration of Agile CRM and MeisterTask offers numerous benefits to small and mid-sized businesses. The fplowing are some of these benefits.
5. Ease of Access – With the integration of Agile CRM and MeisterTask, it is easy to access project tasks assigned to you regardless of where you are located or which device you are using at the moment. In addition, it is also easy to assign tasks to other team members or stakehpders using Agile CRM dashboard or through email from your mobile device.II. Conclusion
The integration of Agile CRM and MeisterTask offers numerous benefits to small and mid-sized businesses by providing them with an effective spution for managing their internal tasks efficiently as well as effectively managing their customer relationship using Agile CRM.
The process to integrate Agile CRM and MeisterTask 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.