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CRM

Agile CRM, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Agile CRM account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Connects with a key
  • 10 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Agile CRM is

Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.

You paste in a key from your own Agile CRM account. It is kept encrypted, and you can withdraw it from inside Agile CRM whenever you like.

How a run works

One message in, the work done in Agile CRM.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Agile CRM. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Agile CRM account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

10 tools it already has

What it can do in Agile CRM

These are the ready-made tools your AI employee already has in Agile CRM. It is not limited to them, but it never has to be taught these.

  • Create Contact or CompanyCreate a person contact with optional tags and scoring, or a company, with common and tenant custom properties.
  • Create DealCreate a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.
  • Delete Contact or CompanyPermanently delete one person contact or company by numeric ID.
  • Delete DealPermanently delete one deal by its numeric Agile CRM ID.
  • Get Contact or CompanyGet one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
  • Get DealGet one deal by its numeric Agile CRM ID; return null when the deal does not exist.
  • List ContactsReturn one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.
  • List DealsReturn one creation-ordered page of deals, with a cursor for the next page when more deals exist.
  • Update Contact or CompanyAdd or replace selected properties on one person contact or company without replacing properties that are not included.
  • Update DealPartially update selected fields of an existing deal without replacing fields that are not supplied.
Access, and who is in charge of it

You stay the boss of your Agile CRM account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Agile CRM account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Agile CRM is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Agile CRM and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Agile CRM

Can an AI employee really work inside Agile CRM?
Yes. It signs in to your own Agile CRM account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Agile CRM?
No. Nothing moves and nothing is replaced. Your records stay in Agile CRM, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Agile CRM account?
You paste in a key from your own Agile CRM account. It is kept encrypted, and you can withdraw it from inside Agile CRM whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Agile CRM?
It has 10 ready-made tools in Agile CRM today, among them Create Contact or Company, Create Deal and Delete Contact or Company. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Agile CRM and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Agile CRM and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Agile CRM?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Agile CRM is written down with what it did and when.