The Agility CRM is a customer relationship management sales tool for the building materials industry. Designed to be unintrusive, it provides useful intelligence and support so sales reps serve customers better and grow sales.
Access customer notes, contacts, tasks, and sales history – anytime, anywhere
Capture your notes in the moment – just speak into the app and you’re done!
Improve travel efficiency by integrating your territory with your calendar and scheduling productivity visits along your route.
Track performance measurements that drive action and lead to predictable results
View all opportunities in one place, including pipeline stage, timeline, recommended products, and deal sizes
Share new product literature with the click of a button
Track product samples and displays, including costs, customers, and scheduled replacements
Review team members’ calendars and tasks – coach reps to prioritize high-value items over busy work
Know your people are following a proven process for achieving predictable future results
Review logged activities and results – allows more focused and productive conversations
Set sales and prospecting goals, develop action plans, track progress and projected results for each rep
Account data (contacts, notes, activities, etc.) is shared, so inside & outside reps always have the full picture
Integrate with your current system and turn historical sales data into meaningful reports
Own your market and contact data, and use it to build long-term relationships and unbreakable customer loyalty
Bring your team on board with industry-specific features plus easy-to-use reporting that sales reps embrace
With the Agility CRM, our sales reps are seeing more customers in a day than they used to. Every day they have a plan. They know where they’re supposed to be.”
System Administrator, Aetna Plywood