CRM for Small Businesses

Selling is hard. Juggling multiple sales tools is harder, A refreshingly simple CRM for Small Businesses.

Forget switching between tools for essential sales activities, say no to digging through emails, business cards, and clunky CRMs. Manage your sales opportunities on an easy to use central platform.

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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.

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

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

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

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

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

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

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.

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

AgilityPortal CRM is more than just a CRM software it drives exceptional user engagement through its clean-friendly interface. AgilityPortal CRM is a CRM software for small businesses, its built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Plus, users can easily customize what they see to make the system their own. AgilityPortal CRM is the best CRM For Small Businesses, try a demo and let us know your feedback.

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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.

"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

"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

"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

Ready to learn more? 👍

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

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Teams can't work in silos. We help unify remote teams to work better.

Connect, Communicate, and Collaborate using AgilityPortal.

AgilityPortal is an all-in-one people platform that modernises your workforce. Built to engage your workforce to connect, communicate, and collaborate with your employees. The average employee spends an estimated 30 percent of the workweek managing e-mail and nearly 20 percent looking for internal information across siloed applications. Build an intelligent workplace where remote teams connect and collaborate at any time, securely and productively from home, the office, or on the road. Find out more about AgilityPortal Made with ❤️ in the UK.