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CRM & sales

Agile CRM

Connect Agile CRM so your agent can look up, create and update contacts and deals during calls.

Agile CRM keeps your contacts, companies and sales pipeline in one place. Connect it to AgentCalls with your own Agile CRM credentials, and your agent can work with those records while it talks to callers. It can find a customer by ID, check the status of a deal, add a new contact from a call, or open a deal for a new lead. Everything it does is logged in your Agile CRM account, so your team sees the same records they already use.

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What your agent can do with Agile CRM

  • Look up a contact or company by ID while a caller is on the line
  • Create a new contact or company with tags and custom fields after a call
  • Open a deal in your pipeline and attach the right contacts
  • Check a deal's stage and value to answer a customer's question
  • List recent contacts or deals to review who came in today

Agile CRM exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound lead from a new caller

  1. Caller

    Hi, I'm Daniel Reyes. I got your number from a colleague. We run a small logistics firm and want a quote for weekly deliveries.

  2. Agent

    Thanks, Daniel. I'll set you up in our system now. What's the best email to reach you on?

  3. Caller

    daniel@reyeslogistics.com.

  4. Agent

    Got it. I've added you as a new contact and opened a deal for a weekly delivery quote. Someone from our sales team will call you tomorrow before noon.

Deal status check

  1. Caller

    Hi, this is Priya Shah. I want to know where our renewal stands.

  2. Agent

    Hello Priya. I can see your renewal deal. It is in the proposal stage with a value of 4,800 dollars, last updated two days ago.

  3. Caller

    Great. Can you move it to negotiation? We spoke with our finance team this morning.

  4. Agent

    I've noted that on the deal and moved it to negotiation. Your account manager will see it right away.

Follow-up call after a missed appointment

  1. Agent

    Hello, this is calling from the Bright Smile Dental team. May I speak with Marcus Lee?

  2. Caller

    Speaking.

  3. Agent

    Marcus, we missed you at your cleaning on Thursday. Would Tuesday at 2:30 pm work to rebook?

  4. Caller

    Tuesday works. Please add a note that I prefer afternoons.

  5. Agent

    Done. I've added that preference to your contact record and confirmed Tuesday at 2:30 pm.

How to connect Agile CRM

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Agile CRM

    From Integrations in the dashboard, choose Agile CRM and enter the connection details from your Agile CRM account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Agile CRM actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Agile CRM during the call or after it?

Both. During a call, your agent can look up records and make changes in real time. After a call, it can log the outcome, create follow-up deals or contacts, and update fields so your team has the full picture.

What do I need to connect Agile CRM?

You need an Agile CRM account and the credentials for it. Sign in to the AgentCalls dashboard, open Integrations, and enter your Agile CRM details from its settings. You can disconnect at any time.

Which plan includes this integration?

Tool integrations, including Agile CRM, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Agile CRM.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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