Agile CRM for your voice agent

Agile CRM is a unified customer management platform combining contacts, sales pipelines, marketing, and support. Use it to centralize customer data, automate campaigns, and manage deals and tickets in one place.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Agile CRM and paste it on a secure page in Connected apps.
What it reads
4 actions, such as get Contact or Company, get Deal and list Contacts.
What it changes
6 actions, such as create Contact or Company, create Deal and update Contact or Company.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 10. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Agile CRM actions

Reads 4

  • Get Contact or Company
  • Get Deal
  • List Contacts
  • List Deals

Changes 4

  • Create Contact or Company
  • Create Deal
  • Update Contact or Company
  • Update Deal

Deletes 2

  • Delete Contact or Company
  • Delete Deal

Agile CRM setup

  1. Pasting a Agile CRM API key

    Create an API key in Agile CRM, choose Agile CRM in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 10 actions the agent may use. Start with lookups and add the ones that change Agile CRM when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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