CRM
Manage contacts, companies, deals, forms, tickets, and customer communication.
CRM is where Agiled stores the people, companies, opportunities, forms, and support conversations connected to your business relationships.
Main CRM Areas
- Contacts are people you work with, sell to, support, or bill.
- Accounts are companies or organizations connected to contacts and deals.
- Deals track sales opportunities through pipelines and stages.
- Forms collect public submissions and can feed CRM workflows.
- Tickets track support requests, assignments, replies, notes, priorities, and statuses.
Lists, Filters, and Saved Views
CRM list pages support search, filtering, sorting, pagination, and saved views. Use saved views for common work queues such as new leads, overdue follow-ups, open tickets, high-value deals, or recently imported contacts.
Contacts
Create a contact when you need a person record for communication, invoices, estimates, tickets, documents, or projects. The contact detail page keeps their profile, activity, notes, comments, tasks, and related records in one place.
If email is connected, you can send customer email from CRM surfaces and keep the conversation tied to the record.
Accounts
Use accounts to group contacts and opportunities under a company. This is useful for B2B sales, project delivery, support, and finance because one account may have many contacts, deals, invoices, projects, and tickets.
Deals and Pipelines
Deals track potential revenue. Pipelines define the stages a deal moves through. Customize pipelines from settings when your sales process has unique stages. Move deals as work progresses so pipeline reports and dashboards stay accurate.
Forms and Submissions
Forms collect public information from leads, customers, or internal teams. Use the form builder to add fields, publish a form, share the public link, and review submissions. Submissions can be used to create follow-up work, CRM records, or workflow automation.
Tickets
Tickets are for support and service requests. Assign tickets to teammates, add internal notes, reply to the customer, update status and priority, and review the ticket history before closing it.
CRM Data Hygiene
Review CRM data after imports, form launches, mailbox setup, and sales-process changes. Merge or clean duplicates, check owner assignments, verify account relationships, and confirm deals and tickets use the right statuses.
Good CRM data makes dashboards, pipeline reports, support queues, and finance handoffs useful. If a number looks wrong in a report, fix the source contact, account, deal, form, or ticket instead of only changing the report filter.
Daily CRM Routine
For active sales and support teams, review new contacts, open deals, unassigned tickets, recent form submissions, overdue follow-ups, and records without an owner. Turn useful conversation context into notes, tasks, tickets, deals, or account activity so the next teammate can understand the relationship quickly.
If CRM is connected to email or forms, check failed submissions and mailbox sync issues before assuming leads or replies are missing.
Recommended Guides
- Capture a lead from a public form and turn it into a deal.
- Build a simple sales pipeline.
- Connect Gmail or Outlook and send CRM email.
- Import contacts, accounts, and deals from CSV.