CRM features to help your sales teams to focus

AgilityPortal's CRM is full of features that help you close more sales opportunities, track performance and predict revenue all in our tool.

Pipeline management
Pipeline management

Keep your team informed of your entire sales pipeline as well as the status/progress of each individual stage in the sales funnel.

Track Deals, and Tasks
Track Deals, and Tasks

Stay on top of your deals, manage your tasks, and follow up on your to-do items. Categorize everything with Tags.

Generate Quotes and Proposals
Generate Quotes and Proposals

Create, assign and send quotes or proposals to customer via customer portal for extra added security, supported by GDPR.

Lead and Customer Management
Lead and Customer Management

Manage and capture leads, score each lead, identify leads that will convert, and follow up with each contact information.

Make calls from your CRM
Make calls from your CRM

Connect your service provide to make calls from the CRM app, and get call back reminder to follow up on prospects.

Create Goals and Produce Report
Create Goals and Produce Report

Get routine summary reports of sales figures or sales teams’ performance and goals, which allows you to effectively troubleshoot problems.

One place for your existing tools

It’s time to start your digital transformation with AgilityPortal Digital Workspace.

Learn more
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools
One place for your existing tools

There’s a better way to manage your client and business development.

 

High employee engagement is a highly sought after metric that describes the emotional commitment of individuals to their work. Engaged employees want their work and efforts to be aligned with their company’s vision and strategy. Agility intranet software allows users to create highly engaging content like a virtual water cooler for swapping stories and small talk cultivate a strong corporate culture that offers tremendous benefits for your company and employees.

 
 
 
 
 
There’s a better way to manage your client and business development.
 

 Something that inspires and enables our people to discover, learn, and contribute ideas to the team.

 
 

Real success in the real world.

Ovalle Silva

"AgilityPortal has given us a platform to deliver critical information to the sales departments and helps give visibility to the time needed to complete the projects."

Business Administrator

Ovalle Silva

Peter Lackner

"AgilityPortal is really about working smarter, allowing us to work faster and more efficiently. It’s so adaptable that any business group can easily customise and use it."

Managing Director at Spectrum Consulting Japan G.K.

Peter Lackner

Hanson Grant

"Agility allows us to measure our work and report back on our successes. Reporting enables us to translate the team's hard work into quantifiable results for our leaders."

Founder & CEO of Think Board.

Hanson Grant

Businesses using AgilityPortal

Businesses using AgilityPortal
Businesses using AgilityPortal
Businesses using AgilityPortal
Businesses using AgilityPortal
Businesses using AgilityPortal
Businesses using AgilityPortal
Businesses using AgilityPortal
Businesses using AgilityPortal
Businesses using AgilityPortal

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One platform to optimize, manage and track all of your teams. Your new digital workplace is a click away. 🚀

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