Agile CRM integrates with Twilio to let you call directly from your computer to connect and build a business relationship with them.

1. CRM
Integration

2. Twilio CRM Telephony
Integration
Manage calls. Record calls.
View call history.

3. Twilio + Agile
• Quickly manage your inbound and
outbound calls
• Record calls and playback at leisure
• Add brief notes automatically (including
call details)
• View call history directly on contacts’ page

4. Direct Calling
• Connect with your
Twilio account
• Find the contact on
contact’s page and
click on the call
button to make calls

5. Inbound Calls
• Receive and answer
calls directly on the
contact’s page, while
viewing important
information about the
contact

6. https://www.agilecrm.com/pricing
Sign Up For Our Services Today

7. Record & Playback
• Record any of the
inbound or
outbound calls
• Playback the
recording to note
anything important

8. Automatic Notes
• Add brief notes
while in the call
• Save these notes
under “Notes” tab in
contact’s page

9. Call History
• View full call history
directly on the
contact’s page
• Look at the notes in
the same page

10. Add Twilio to Agile CRM NOW
Click here for Twilio Setup Guide:
https://www.agilecrm.com/resources/twilio.
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