Agile CRM

Future-ready CRM solution

Empower your organization with the most cost-effective and agile CRM solution built with the world’s top Open Source technologies. Our enterprise-ready agile CRM solution has even more features than Salesforce provides for a higher price. And without any usability or features limitation. Get it all in one package for one predictable price.

We have all the features and support you need to thrive in the competition. Contact our sales team today to offer you a demo and provide you a quote based on your requirements.

Key Modules of Agile CRM

Leads Module

Organize and follow up with your sales leads coming from different sources. Assign leads to resources in your organization to build a sales funnel.

Accounts Module

Store, manage and track all information related to an organization (client) working with your company.

Contacts Module

Manage a directory of all contacts your organization get in touch during the business. Maintain relations and history of the contact communication & engagement.

Task Module

Improve performance of your sales team by assigning them actionable tasks and a way to record, relate and monitor the progress on the tasks assigned.

Opportunities Module

Leads convert to qualified sales opportunities in the next steps of the sales funnel. Manage the process with easy trackable information relating to opportunity costs and contacts.

PDF Templates Module

Build templates for Quotes, Invoices and Contracts within your CRM.

Products Module

Build catalogue of the company products or services to be included in the Quotes when prepared by the sales team.

Quotes Module

Create, issue and track quotations sent to the company prospects. A quote can be easily converted to an invoice once your quote is accepted by the client.

Calls Module

Keep track of all the scheduled calls, inbound and outbound calls history which are associated with an account.

Campaigns Module

Create, execute, and evaluate marketing campaigns in various stages. It helps organize all associating tasks, events, and calls related to the campaign.

Documents Module

Manage, store, and maintain a repository for customer issues and internal documents. Contents can be uploaded, revised, and connected to individual records with the CRM.

Emails Module

Create shared inboxes for your teams such as for sales & support emails. View, store, compose, send and receive emails from users own email account or the shared inbox.

Workflow Module

Automate actions based on certain conditions set in the workflow module. It allows organizations to eliminate the need of manual tasks and freeing your team time for what matters most.

Invoices Module

Create, track, and issue bills by your company to your customers. These invoices can be generated easily from an existing Quote in the CRM.