agilityCRM

Your New CRM+ for Vertical Businesses

AGILITY is simple, we wanted to find a balance between a workflow of data entry / management as well as have enough horsepower to manage multiple projects and tasks at the same time. We believe we have something special in a software solutions that we hope is never finished, because as business and the working culture changes we want AGILITY to change and grow as well.

Sure this is nothing new, lots of systems let you do progress billing or billing for time. However we build our billing methods from the ground up after interviewing multiple vertical markets including Healthcare, Legal, IT, Automotive, Construction and narrowed our focus to 4 common methods of billing that work for 95% of companies. 

  • Fixed Rate Billing
  • Time and Materials
  • Block of Time(retainer) Billing
  • Expiring Block of Time Billing

Every business has it’s own personality, terms, and acronyms. AGILITY was written with this in mind by allowing our users to setup their data labels to what works for their business. If you’re a legal team, you have Matters or Cases, IT companies have Projects and Incidents, and contractors might have Units or Property to identify their workflow.   AGILITY allows you to customize the data labels throughout the system to work for you.

Ok so what do we mean by dynamic contacts. Well in todays workforce and in our businesses both as an MSP and a marketing firm; we found at time we were working with some of the same people for multiple projects, for multiple companies and when billing came around it was hard to keep track of the contacts with each job. A couple of examples of this would be if you have the VP of a company that is also the President of a Non-Profit but also sits on the board of a building committee for a church. Well a traditional CRM would say you have a Contact that is a ONE – ONE relationship with a Company. With AGILITY you can add that contact to one Company and then do a ONE – ANY relationship with that same contact’s information across multiple companies that relate to different company projects without having to build out their contact information multiple times. Everything is stored in our dataset for their primary company you first added them on, and any changes to that contact can be attached to any other company in the system. 

Simply timekeeping solution allows employees to clock in and out to track hours but also in/out of projects and tasks allowing easy access for managers to productivity statistics on your staff.

Allow contacts direct access to project and task statuses as well as a simple web portal to add tasks and service tickets to projects to be assigned internally.

  • Google G-Suite
    • Login
    • Calendar
  • Quickbooks Online
    • Customer 2-way Sync
    • Invoicing 
    • Item Codes / Billing
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Next Generation CRM+

No Long-Team ContractsProject ManagementTask ManagementTime TrackingQuickbooks IntegrationContact ManagementDocument ManagementCustomer PortalMonthly Billing

Full Featured Project Management

One of the newest, simple, easy to use, CRM+. The + is because we offer so much more than a standard CRM. Our multi-user project / task management software suite is built from the ground up to be fast and efficient for for single users to SMB business purposes.

Being in the technology field for decades means we’ve experienced a number of trends in software implementations and data management solutions. One thing you learn quickly is trends come and go and every company manages the business a little bit different.

For years we were in search for a platform that would would grow with a boutique business into a small/medium (SMB) business with the tools that were easy to manage clients, contacts, tasks, time, and billing; after trying nearly 25 different systems over multiple decades we began work on AGILITY.

Agility as a software solution is simple, we wanted to find a balance between a workflow of data entry and management as well as have enough organization to manage multiple projects and tasks at the same time. We believe we have something special in a software solutions that we hope is never finished, because as business and the working culture changes we want AGILITY to change and grow as well.

There are literally hundreds of CRMs in the cloud, each one serves a purpose and works for one industry or another. Some have strengthen that make them easier to use or better for one company or industry. We developed AGILITY with the idea that if you can do some core processes really well and simply, and with growth you can interface and increase your feature set over time by building on a solid foundation, and we are proud of the foundation we have developed.

Some companies list a bunch of features and I promise we will get to that below but let me give some use cases we had trouble solving in other systems, and this is where we think AGILTY is set apart.

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