Everything you need to drive a sale. View the complete account history - including emails.
Share information internally with your team, make comments, pull in any relevant social activity, attach and share documents and identify key stakeholders.
Each interaction with a customer or supplier builds a relationship. agileSales allows you to treat each of your customers like your best, by using your own custom data to generate a rich picture with a complete history.
Pull in social media feeds like twitter and linkedIn to see what and who you've got in common with new prospects.
Use reports and statistics to keep track of relationships in bulk, letting you see any outliers like people you may not have had any contact with in a while
agileSales has a really easy to use reporting system, letting you choose your own fields to analyse at the click of a button.
Build up a dashboard of important charts or let our agileGuides help you design your own custom reports
Similarly, you can export any data to Excel or integrate the database with third party reporting systems to share data in whichever way suits you best
Collaborate with your team on a project or opportunity. Comment fields can be added to any type of record and the live feed feature allows you to see them all in one place. Subscribing to have email notifications on your favourite areas of the system means you never need miss an update.
Share documents with your Sales team or collaborate with an external agency on your marketing collateral. Comment on any document, attach it to an opportunity, contact or organisation. You can attach documents to a project and view the full version history.
Use the email application you're already used to, but optimise the process by having a record of every relevant email automatically stored within agileSales, automatically tagged to a contact or opportunity. It will save you a heap of time, and ensure you never miss out.
Manage business from anywhere, any time. Access agileSales securely via any device, and optimised for Mobile, Tablet and Desktop.
Manage your contacts the way you know best, in the format that you want. With a fully customisable contacts database, capture only the information that's relevant to drive a sale.
Get the big picture in a glance. Deep dive into your sales forecasts and pipelines with a click. Identify trends over time, across products, regions, teams or anything else that might affect your business.
Pull real time social intelligence from Twitter, Facebook and Linked In directly into agileSales. Lay out your social dashboard to give you the latest information on your leads, when and where you need it.
Automate tasks and create your own workflow. Integrate with other software to ensure you have all your data in one place, so you can make better informed decisions. Import and export your data in the format you want.
Create and update quotes, manage discounts and promotions, and share information seamlessly across your sales team and with partners.
Create your own analytics with our powerful analytics engine. Identify new opportunities and manage team performance with KPI metrics, all out of the box. More powerful than any spreadsheet you've ever used.