CRM Sales Automation Software

CLOSE MORE DEALS 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.

50+ Sales Features

Smarter workflows for process-driven selling

360° Contact View

Contact data from every angle, including conversations, call notes, social presence and web activity.

Timeline

Know when and why, with chronological views of contact interactions. See all the information about the buyer’s journey on a single page.

Calendar

Sync with Google calendar and stay informed about upcoming meetings. Just one of many appointment scheduling features available in Agile's sales CRM.

Events

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

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.

Documents

Easily attach relevant documents to deals, contacts, companies and emails in the sales CRM.

Reporting

Maintain constant insight with advanced analytics, metrics and reports for smarter, more sustainble growth.

Power Features for Sales Enablement

Next-generation sales automation

Telephony

Leverage best-in-class telephony integration with Twilio, RingCentral, VoIP and Bria accounts.

Lead Scoring

Automated scoring, with real-time alerts, let you automatically and qualify leads faster and more accurately.

Appointment Scheduling

Sales CRM lets you share your calendar online and automate invites, scheduling and follow ups.

Gamification

Use Agile CRM sales automation to gamify sales for ramped up competition and collaboration.

Auto Dialer

Automatically call multiple contacts with a single click with our industry-leading auto dialer.

New Feature

lead prospector

Add leads, tasks and deals to Agile CRM the with one click from chrome browser.