Integrations Directory 
Agile CRM
Agile CRM is a comprehensive CRM platform that offers businesses of all sizes a streamlined workflow, improved communication, and enhanced customer engagement.
- Contacts
- Companies
- Deals
- Tasks
- Notes
- Emails
- Campaigns
- Events
- Tags
- Documents
- Products
AI Operation Agent
Company Data
Company Knowledge
→
AI Decision Framework
→
AI Operation Tools
Your Business Process
Use Agile CRM for your operation
Customer Persona Management
Create and refine target personas for personalized marketing efforts.
Module:Marketing
Entity:Audience Segment
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Payment Request
Request payment from customers or initiate payment to vendors.
Module:Finance & Accounting
Entity:Invoice
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Inventory Request / Requisition
Request stock replenishment or internal transfer of materials between departments.
Module:Operations
Entity:Inventory Adjustment
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Ad Spend Tracking
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Module:Marketing
Entity:Marketing Budget / Expense
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