Deal Tracks and Milestones. Sales Force Automation. Predictive Analytics.
Deals are at the heart of your sales process. Agile CRM includes next-gen tools to make every opportunity a success. Get ready to create multiple deal tracks with custom milestones, trigger automatic follow-ups, get real-time metrics and predict future revenue. Whether you're an awesome team of one or a dynamic group of 50+ sales pros, Agile provides a customizable sales platform for clearer insights, repeatable results, and smarter sales force automation.
DRAG-AND-DROP SALES PROCESS Streamline your process with Agile CRM's signature drag-and-drop workflow. Drag deals between milestones for sales process tracking and sales process automation. Quickly edit details and change assignments. Never miss an opportunity to close.
CREATE, MODIFY, CUSTOMIZE Add new opportunities and manage your sales pipelines more efficiently and effectively. Add essential info such as deal value, owner, probability and close date. Assign it to a particular track and use milestones to automate the sales process and monitor progress.
Multiple Deal Tracks
REPEATABLE PIPELINES Deals move through tracks or pipelines in Agile CRM. You can create multiple tracks with different milestones for each track. Easily manage your sales pipeline for a variety of products or services, target new verticals or larger clients, move deals between tracks, and customize the entire sales process.
Sales Force Automation
DEAL NODES AND TRIGGERS Deal nodes and triggers make it easy to automate follow-ups and increase deal closure and new customer engagement. Trigger automated workflows when a deal is won or lost, or a milestone is changed. Automatically send emails, documents, texts and tweets. Assign sales tasks to different team members automatically.
PREDICTIVE ANALYTICS Predictive analytics are key to smart and sustainable growth. Sales forecasting in Agile CRM projects future revenue and close rates based on your sales pipeline activity. Predict with accuracy what sales are going to look like next week, next month and next quarter.
FOR INSIGHT AND PRODUCTIVITY With list views, milestone views, and a beautiful visual presentation, you'll gain unexpected insights into your sales process and increase productivity across the board. The milestone view lets you drag and drop deals between milestones. The list view includes graphical metrics and a compact list of all of your company's opportunities.
SEARCH AND SORT Agile scales along with your business. As your company grows, use filters to find exactly what you're looking for with just a click. Find all deals belonging to a particular sales rep, filter by value range, or see only currently active opportunities. Import and export deals as CSV files.
ESSENTIAL ANALYTICS Advanced metrics keep your team on track. Add personalized dashlets to your Agile deal tracker dashboard for real-time deal views, including revenue graphs, deal funnels, pending deals, and deals by milestone. Then click through to the reports menu and drill down for advanced analytics.