Quoter + Agile CRM

Our quoting software integrates seamlessly with Agile CRM. Save your team hours spent creating and tracking quotes. Close deals faster and bring team visibility into sales performance.

Quoter + Agile

What is Agile CRM?

Agile CRM is an all-in-one platform for small and medium-sized businesses, combining sales, marketing, and service automation. It offers tools for contact management, email marketing, lead scoring, social media, and help desk support. With a user-friendly design and robust automation, Agile CRM helps streamline workflows and enhance customer engagement for business growth.

Quoter integrates with Agile.

Why Quoter + Agile?

Get the power of Quoter and sync data with Agile.

Integrating Quoter with Agile CRM enables a more seamless, automated, and error-free quoting process, leading to improved productivity, more accurate pricing, and better overall service delivery.

Create or Select an Existing Contact or Company
When creating a Quote in Quoter, you can search for an existing Agile CRM Contact or create a new one automatically.

Automatic Status Updates
When a Quoter Quote is won or lost, Quoter will update the status of the Agile CRM Deal according to the mapping settings you configure.

All your quotes in one place
Track performance, follow up on pending deals and collaborate with the team more efficiently from within Quoter.

How to integrate Agile + Quoter?

When signed in to your Quoter Account, navigate to Settings > Integrations to select Agile CRM under CRM integrations.

Follow the step-by-step guide below:

Book a demo and we’ll show you how your CRM can seamlessly integrate with Quoter

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