One place for your existing tools
It’s time to start your digital transformation with AgilityPortal Digital Workspace.Learn more
AgilityPortal's CRM is full of features that help you close more sales opportunities, track performance and predict revenue all in our tool.
Keep your team informed of your entire sales pipeline as well as the status/progress of each individual stage in the sales funnel.
Stay on top of your deals, manage your tasks, and follow up on your to-do items. Categorize everything with Tags.
Create, assign and send quotes or proposals to customer via customer portal for extra added security, supported by GDPR.
Manage and capture leads, score each lead, identify leads that will convert, and follow up with each contact information.
Connect your service provide to make calls from the CRM app, and get call back reminder to follow up on prospects.
Get routine summary reports of sales figures or sales teams’ performance and goals, which allows you to effectively troubleshoot problems.
"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."
"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."
"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."