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Agos CRM guide

Contacts, companies, deals, pipelines, quotes and forecasts in Agos CRM.

Agos CRM is the sales app.

Contacts and companies

Add a contact and Agos CRM checks for a duplicate first. Each record opens in a side panel with its activity.

Pipeline

Deals move across stages on the board. Each stage can ask for fields before a deal enters it. A deal that sits still past its rot days is flagged.

Quotes

Build a quote from your products. A discount past your limit goes to approval. The client signs on any device, and the signed PDF has a page anyone can use to check it.

Won deals

Mark a deal won and Agos CRM opens a project with the client and the signed quote.