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

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."

Ovalle Silva

Ovalle Silva, Business Administrator

"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."

Peter Lackner

Peter Lackner, Managing Director at Spectrum Consulting Japan G.K.

"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."

Hanson Grant

Hanson Grant, Founder & CEO of Think Board.

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

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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