Agile CRM

· #312 most-used

Run your sales, marketing, and support from one connected CRM

CRMSalesMarketingSupportAutomationEmail MarketingLead Generation

Agile CRM is an all-in-one CRM platform that combines sales pipeline management, marketing automation, and customer support helpdesk in a single product — used by over 15,000 businesses to manage contacts, track deals, run email campaigns, and resolve support tickets without switching tools. Connect it to Actionist and your agents can create and enrich contact records as leads arrive, advance deals through pipeline milestones, generate follow-up tasks automatically, route helpdesk tickets, and pull pipeline data into financial models — keeping the CRM accurate without reps spending their day on data entry.

Try Agile CRM with Actionist Visit Agile CRM

Average time saved

13 hours

per person · per month

≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual cycle of creating contacts, opening deals, setting follow-up tasks, pulling pipeline reports, and routing support tickets that CRM users repeat dozens of times every week.

Schedule

What your Agile CRM agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

Agile CRM × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

4Apps spanned

~18 hrsSaved / week

6Personas served

For sales

Featured3 apps

New qualified lead lands in CRM with deal and task in one run

When a new row appears in the qualified leads spreadsheet, the agent creates the contact in Agile CRM, opens a deal in the Discovery stage, creates a 24-hour follow-up task for the assigned rep, and posts a new lead alert to Slack — all before the SDR has to open the CRM. No lead arrives without a deal and a next action already attached.

~6 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a new qualified lead row is added to the Google Sheets lead tracker

Trigger

Step 1

Google Sheets

Detect new row in the qualified leads spreadsheet

write

Step 2

Agile CRM

Create a new contact with lead source tag and initial lead score

write

Step 3

Agile CRM

Create a new deal linked to the contact in Discovery stage

write

Step 4

Agile CRM

Create a follow-up call task due in 24 hours for the assigned rep

write

Step 5

Slack

Post new lead alert with contact name, company, and deal link to #sales

Result

Create a new contact with lead source tag and initial lead scoreCreate a new deal linked to the contact in Discovery stageCreate a follow-up call task due in 24 hours for the assigned repPost new lead alert with contact name, company, and deal link to #sales

The win

Saved per run

12 min

Runs / week

~30×

Every qualified lead is in the CRM with a next action before the SDR even knows they arrived

Driven bySales Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
25 min / week
Manual lead-to-CRM entry
Reps manually create contacts, create deals, and set follow-up tasks in Agile CRM for every new lead — 4-6 minutes of data entry per lead, repeated dozens of times a week.
Sales Agent
0 min
Agent creates contacts, deals, and tasks on lead arrival
When a lead is added to the spreadsheet, the agent creates the contact, opens a discovery-stage deal, and sets a 24-hour follow-up task in Agile CRM — the rep has a next action before they even see the lead.
Marketing
60 min / week
Manual MQL identification and handoff
Marketing manually reviews lead activity, updates contact properties in Agile CRM, exports an MQL list to a spreadsheet, and emails it to the sales team — a process that takes an hour and happens with a days-long lag.
Marketing Agent
0 min
Agent tags and scores MQLs and hands off to sales automatically
The marketing agent updates lead scores and applies MQL tags in Agile CRM as contacts engage, posting the handoff list to the sales team in Slack without a meeting or a manual export.
Customer Support
45 min / week
Manual ticket creation from email
Support staff manually look up each sender in Agile CRM, create a ticket, copy the email content, and link the contact record — adding 3-5 minutes to every inbound support request that comes via email.
Customer Support Agent
0 min
Agent creates linked tickets with customer context automatically
When a support email arrives, the agent creates a helpdesk ticket in Agile CRM linked to the contact, adds the customer's open deal context, and routes the ticket to the right queue — all before a human touches the inbox.
Human Resources
30 min / week
Manual applicant CRM entry
HR manually creates contact records for each new applicant in Agile CRM, copying details from the ATS one by one — a tedious entry task that takes 3-4 minutes per applicant and often lags by days.
Human Resources Agent
0 min
Agent creates candidate contacts with tags at application
When applicants come in, the agent creates contacts in Agile CRM tagged with role, source, and stage — and creates interview tasks for the recruiting team — so the candidate pipeline is always up to date without any manual import.
Finance
75 min / week
Manual CRM-to-spreadsheet pipeline reporting
Finance manually exports deal data from Agile CRM each week, reformats it in Excel, calculates the pipeline totals, and pastes the results into the forecast model — a process that takes over an hour and is prone to copy-paste errors.
Finance Agent
0 min
Agent pulls Won deal revenue and pipeline data into the forecast model
The finance agent retrieves Won deals and open pipeline from Agile CRM weekly and writes the data directly to the financial model in Google Sheets — finance always has an accurate, CRM-verified number before any leadership meeting.
Operations
90 min / week
Manual CRM data quality review
Operations exports all contacts and deals from Agile CRM, manually checks for missing fields and duplicates in a spreadsheet, and compiles a quality report — a process that takes 2-3 hours and is often skipped when the team is busy.
Operations Agent
0 min
Agent runs a weekly data hygiene audit and posts results automatically
The operations agent fetches orphan contacts and incomplete deal records from Agile CRM each week, logs them to the quality tracker, and posts a hygiene report to Slack — the team knows what needs fixing without running a single export.
Legal
15 min / week
Manual GDPR request intake and tracking
Legal manually looks up the contact in Agile CRM, updates their record, creates a task for the DPO, and sends an email notification — a process that takes 15-20 minutes per request and often has inconsistent documentation.
Legal Agent
0 min
Agent creates GDPR compliance tasks with a documented trail in Agile CRM
When a deletion request arrives, the agent tags the contact, creates a DPO task due in 5 days, and notifies legal in Slack — every request has a timestamped, auditable workflow in Agile CRM from the moment it's received.

+ 100s of other Agile CRM automations

Average time saved

34 hrs / person / month

Calculator

Calculate what your team saves

Team size

5 people

Hourly rate

$75 / hr

Hours saved / week

Hours saved / year

800

Annual ROI

$60,000

Based on Agile CRM's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.

Connect

How to plug Agile CRM into Actionist

Pick the connection method that suits your environment.

Agile CRM uses HTTP Basic Authentication with your account email and API key. Enter your subdomain, email, and the API key from Admin Settings to connect.

Find your API key

Copy the key and your domain

Copy your API key. Also note your Agile CRM subdomain — the part before .agilecrm.com in your browser URL.

Paste into Actionist

In Actionist, enter your domain, your account email, and paste your API key, then click Test connection.

Credentials you'll need

Domain*

Your Agile CRM subdomain, e.g. yourcompany (from yourcompany.agilecrm.com)

Email*

The email address registered on your Agile CRM account

API Key*

Agile CRM → Admin Settings → API & Analytics → API Key

Actions

18 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.

FAQs

Questions about Agile CRM + Actionist

How does Actionist connect to Agile CRM?

Go to the Apps tab, find Agile CRM, and click Connect. Enter your Agile CRM domain (e.g. yourcompany.agilecrm.com), your registered email address, and your API key. To find your API key, log in to Agile CRM, go to Admin Settings → API & Analytics → API Key. Actionist runs a test call to confirm the handshake before any actions run.

What permissions does my Agile CRM account need for Actionist to work?

Actionist uses HTTP Basic Authentication with your Agile CRM email address and API key. The API key is account-level and inherits the permissions of the generating user. For full agent functionality — reading contacts, creating deals, updating properties, managing tasks and help desk tickets — the user account generating the key should have admin or full-access permissions in your Agile CRM account.

Can I connect Agile CRM to other apps in the same agent workflow?

Yes. Agile CRM is most powerful when paired with other tools in your stack. Common combinations include: syncing new leads from Google Sheets or Typeform into Agile CRM as contacts; posting deal updates to Slack when milestones change; creating Agile CRM tasks when new tickets arrive in a support inbox; and pushing won-deal data to accounting tools. Any of Actionist's connected apps can send or receive data alongside Agile CRM in the same agent workflow.

What are the most useful things an agent can do with Agile CRM?

The four patterns that come up most often: (1) lead capture — pulling inbound leads from web forms, ads, or enrichment tools and creating Agile CRM contacts with tags and scores applied at creation; (2) deal pipeline maintenance — updating milestone, value, or owner fields on deals as your pipeline moves forward; (3) follow-up task creation — generating tasks automatically when a deal stalls, a contact tag changes, or an SLA window is about to expire; (4) help desk triage — creating or fetching support tickets for contacts, so the agent can route and respond without leaving the CRM.

Are there API rate limits I should know about?

Agile CRM's API rate limits depend on your plan: Free plan allows 100 API calls per day; Starter allows 1,000; Regular allows 5,000; Enterprise allows 20,000. Actionist's scheduled agent tasks are designed to be efficient — bulk reads and batch updates are used where possible to stay within limits. If you are running high-volume data sync, the Enterprise plan is recommended. Actionist surfaces API errors and will alert you if rate limits are being hit during a run.

Does Agile CRM support real-time triggers or webhooks with Actionist?

Agile CRM does not expose webhook-based triggers through its REST API in the traditional sense. Actionist agents interact with Agile CRM by polling on a schedule — for example, checking for new contacts, updated deals, or open tasks within about a minute of their cadence. If you need near-real-time reaction to Agile CRM events, configure a scheduled agent task to run on a short polling interval (e.g. every 5 minutes) and filter for records updated since the last run.

Can Actionist read and write custom fields in Agile CRM?

Yes. Agile CRM supports custom contact and deal properties through its API, and Actionist agents can read and write these fields using the Update contact properties and Update deal properties actions. When setting up the action, specify the property name exactly as it appears in your Agile CRM admin settings. Custom fields behave identically to built-in fields from the API's perspective — no special configuration is needed in Actionist.

How is Agile CRM different from a standard CRM like HubSpot or Salesforce?

Agile CRM is an all-in-one platform covering sales CRM, marketing automation, and customer support helpdesk in a single product. This means an Actionist agent can handle the full customer lifecycle — capturing a lead, nurturing them through email campaigns, tracking deal progression, creating follow-up tasks, and resolving support tickets — without switching between separate tools. For teams wanting to consolidate their stack, this breadth is Agile CRM's primary advantage over point solutions.