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Software for Small Business – IT Consultants / MSP’s

Experience a new type of Business Management software, built from the ground up to grow your business. AGILITY is a new take on the traditional CRM/CDP, streamlined for IT business, to provide the core features a business needs and simplifies the life of small and medium business corporate management.

Agility provides IT firms and tech business staff to keep their focus on the project task and client expectations while the corporate management can focus on their core business functions.  Agility CRM platform allows project managers and employees/assignees, both connected and organized for the assigned task allowing management to view their status and progress at any time with just a few clicks. It’s a full-blown project management and collaboration software, providing features that empower IT firms and tech businesses to manage projects, tasks, activities, billing, invoicing et al.

The integrated project management,  task allocation, staff geolocation tracking, timesheet/attendance, Quickbooks invoicing, and billed versus unbilled hours of staff, all these information help the business management to stay on top and take informed and right decisions to provide excellent customer service and drive further business growth by repeat business from existing clients and referrals to new clients.

Packed with the Features you Need

  • Centralized Contact management
  • Lead management
  • Automatically schedule follow-ups
  • Task assignments for customer projects
  • Automated email & SMS notifications
  • Document Management
  • Track on-field employees like sales, delivery & service teams
  • Sales staff communication and appointment management
  • Ticketing System for quick resolution of service requests
  • Progress Analysis, Invoicing & Reporting

Benefits AGILITY can offer your company

Improve your productivity with AGILITY with features like Track Projects, Create Task Lists, Manage Employee Schedules, and Invoice Online. Agility is well placed suited for IT small businesses and startups to improve customer relationships by staying ahead of the curve by providing:

  • Valuable insights to optimize your company’s performance  
  • Real-time dashboard and reports  
  • Forecasting, trends prediction, and alerts notification
  • timely notification on task scheduling and time capturing
  • Customer Portal and ticketing system
  • CRM communication Lead Management, and many more.
  • Shorten the sales cycle and close deals faster.

Got Questions? We are here to answer them!