3. Bria + Agile
• Make and receive calls directly from the
dashboard
• Hold calls or send messages while on
another call
• Take notes and tag them to specific
contacts directly
• Track calls and check call details directly
on the dashboard
4. Make & Receive Calls
• Answer inbound calls
directly from the
dashboard
• Make outbound calls
directly from the
dashboard
5. Take Notes
• Tag “notes” to a
particular contact in
the CRM directly
• Receive “Note” pop-
ups at the end of
every call
7. Check Call Details
• Use these details to
add the lead in
particular campaigns
• Review call details on
your screen shortly
after you finish the
call
8. Track Calls
• Track calls and
related notes on the
contact’s page
• Check call history
directly on the
contacts page
9. Add Bria to Agile CRM NOW
Click here for setup guide:
https://www.agilecrm.com/resources/Bria-
Integration.pdf