MODULES

AgilityCRM Module Overview

AgilityPortal’s CRM Plus brings together your sales, marketing, customer service, and customer-facing teams on a single platform to deliver outstanding experiences. Centralize business data, customer interactions, ROI, and more—keeping your customer at the heart of every action.

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Deals. Leads. Sales
Free CRM Software & Tools for Your Whole Team

Think CRM is only for managing contacts? Think again. AgilityCRM goes far beyond, offering free tools for sales, marketing, and service teams—all in one easy-to-use platform. With AgilityCRM, you can track leads, close deals, automate campaigns, manage customer relationships, and monitor performance without spending a dime. Our free CRM solution is designed to simplify your work, boost productivity, and help your business grow faster. Get started today and see how easy managing customer relationships can be!

Description

AgilityCRM is a powerful, all-in-one customer relationship management platform designed to help businesses streamline sales, marketing, and service operations. Built for growing teams, AgilityCRM offers tools to capture leads, manage pipelines, automate marketing campaigns, and track customer interactions—all from a single, intuitive dashboard. With real-time messaging, customizable pipelines, e-signature support, and in-depth analytics, teams can collaborate more effectively and close deals faster. AgilityCRM also integrates easily with your favorite business apps, allowing you to create a connected digital workspace tailored to your needs. Whether you're managing a small team or scaling a large enterprise, AgilityCRM empowers you to build stronger customer relationships, boost engagement, and drive sustainable growth. Plus, with free tools available to every team member, you can get started without upfront costs. Experience the agility, transparency, and control your business deserves—with AgilityCRM.

Everything you need to get organized
and make more sales!

AgilityCRM gives your team all the tools they need to succeed in one powerful platform. Manage sales, marketing, and analytics effortlessly—capture leads, close deals, accept payments, and track inventory with ease. Create and send e-signature documents, launch targeted marketing campaigns, and boost customer engagement to drive loyalty and retention. With built-in sales tracking and detailed performance metrics, you’ll have full visibility into your pipeline at every stage. Whether you’re growing new business or strengthening existing relationships, AgilityCRM provides the complete solution to streamline processes, increase productivity, and fuel business growth—all in one intuitive platform.

Features:

Collaboration – Share customer notes and interactions, and stay updated on everything needing your attention.
Pipeline Management – Build custom pipelines, view them in multiple formats, and manage leads and deals more efficiently.
Quotes – Create, send, and track custom quotes, monitor engagement, and manage proposals easily across different formats.
Web Forms – Capture customer data effortlessly and create new leads automatically with AgilityPortal’s easy-to-use Forms.
Contact Management – Organize calendars, emails, and contacts from any source using AgilityCRM’s powerful tools.

Benefits:

Account Management – Store and organize customer details, communication history, quotes, orders, and support cases securely.
Opportunity Management – Track and manage leads across every stage to improve visibility and drive faster deal closures.
Sales Management – Monitor deals, update pipelines, and keep teams aligned with a clear, centralized view of all opportunities.
Customer Communication – Instantly connect with prospects and customers, keeping conversations organized
Customer Management – Manage support cases, track resolutions, and deliver fast, consistent service across your teams
Reports & Dashboards – Generate real-time reports and dashboards to measure sales performance, and business growth easily.

See it in action

Ideal for your sales, marketing, support, and all customer-facing teams.

Connect frontline and remote teams with AgilityCRM’s instant messaging. Share updates, event photos, and project wins with ease. Mute chats anytime for focus, and leave outdated threads behind to stay organized. Use pipelines to track progress in one platform, visually monitor opportunities across stages, customize for sales, marketing, and service, and easily filter to find what fits your criteria.

Trusted and celebrated as a top-tier solution.

Frequently Asked Questions

Some common questions we get about AgilityPortal

What is CRM software?

Customer Relationship Management (CRM) software serves as a centralized platform to organize and streamline interactions with both customers and internal teams. Unlike traditional CRMs that focus solely on external contacts, AgilityCRM’s solution integrates robust team communication features alongside standard CRM capabilities, creating a unified workspace for customer management and employee collaboration.

What features do free CRM platforms typically offer?

Which organizational roles benefit from CRM implementation?

What core functionalities define CRM systems?

What selection criteria should guide CRM platform evaluation?

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