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Deal Tracks in Agile CRM
Your sales process isn’t a one-trick pony, and it shouldn’t be treated like one. Our new deal tracks feature lets you create multiple sales pipelines, each with their own set of milestones. Our goal...
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New Filters for Deals and Events
We know that your calendars have been filling up especially quickly thanks to our new online appointment scheduling tool. We’ve been happy to hear that the feature, combined with our telephony...
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Deal Nodes and Triggers
Let’s talk about deals in Agile CRM. We know that deals functionality is at the heart of your sales process and business growth, so we’re continuing to improve the effectiveness of the Deals feature,...
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Adding Documents to Deals, Contacts and Companies
Some things never change. Just as email has become even more essential to sales and marketing processes with the rise of cross-channel communications, the right doc sent at just the right time can be...
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New Fields: Deal Sources and Lost Deal Reasons
Sometimes winning is more than half the battle. Powerful and remarkably easy to use, Agile CRM’s Deals Feature is a key selling point for SMBs switching to our CRM software. But we aren’t just here to...
View Article5 Powerful Tips for Deal Tracking
[bctt tweet=”Sales is at the heart of every business, and deal tracking is at the heart of sales.” username=”@agilecrm”] There are lots of moving parts in the sales process: prospecting, qualifying,...
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