Agile CRM sales automation software creates new tasks automatically for your team. Put your appointment calendar online and automate everything from telephony to follow-up emails. Reach a dramatically higher ROI with complete contact views, deal tracks, lead scoring, real-time alerts and deep analytics. The contact timeline in the Sales CRM provides all the necessary information about customer’s journey.
Smarter workflows for process-driven selling
Contact data from every angle, including conversations, call notes, social presence and web activity.
Know when and why, with chronological views of contact interactions. See all the information about the buyer’s journey on a single page.
Sync with Google calendar and stay informed about upcoming meetings. Just one of many appointment scheduling features available in Agile's sales CRM.
Create events in your Agile calendar for calls, meetings, sales demos and more. It's a great way to use sales automation to track events.
Deals are the heart of any sales process. CRM sales automation helps you manage deal tracks, stages and milestones to keep your sales process on track.
Easily attach relevant documents to deals, contacts, companies and emails in the sales CRM.
Increase sales efficiency with drag-and-drop project management capibilities.
Maintain constant insight with advanced analytics, metrics and reports for smarter, more sustainble growth.
Next-generation sales automation
Leverage best-in-class telephony integration with Twilio, RingCentral, VoIP and Bria accounts.
Automated scoring, with real-time alerts, let you automatically and qualify leads faster and more accurately.
Sales CRM lets you share your calendar online and automate invites, scheduling and follow ups.
Use Agile CRM sales automation to gamify sales for ramped up competition and collaboration.
Automatically call multiple contacts with a single click with our industry-leading auto dialer.