Agile CRM consultants
We can help you automate your business with Agile CRM and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Agile CRM.
About Agile CRM
Agile CRM is an all-in-one customer relationship management platform that combines sales, marketing, and customer support features into a single tool. It is popular with small and mid-sized businesses that want CRM, email marketing, help desk, and web analytics without paying for separate platforms. Agile CRM covers contact management, deal tracking, campaign automation, and ticket management in one interface.
The challenge with Agile CRM is that while it tries to do everything, businesses often still use specialised tools for specific functions — a dedicated help desk, a separate email platform, or an external analytics tool. When data lives in Agile CRM and also in three other systems, your team wastes time switching between tools and manually keeping records in sync.
Osher integrates Agile CRM with your broader tech stack using n8n workflows. We build automations that sync contacts bidirectionally between Agile CRM and other platforms, push support ticket updates to Slack, trigger marketing campaigns based on deal stage changes, and consolidate customer data from multiple sources into Agile CRM automatically. The result is a CRM that stays up to date without manual data entry and works as a true single source of truth for your customer relationships.
If your CRM data is scattered across multiple tools, our system integration services and sales automation expertise can help you bring it all together.
Agile CRM FAQs
Frequently Asked Questions
Common questions about how Agile CRM consultants can help with integration and implementation
What is Agile CRM used for?
Can Agile CRM be integrated with other business tools?
What types of businesses benefit from Agile CRM automation?
Can deal stage changes in Agile CRM trigger actions in other tools?
How does bidirectional syncing work with Agile CRM?
How can Osher help with Agile CRM integration?
How it works
We work hand-in-hand with you to implement Agile CRM
As Agile CRM consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Agile CRM with integrate and automate 800+ tools.
Step 1
Process Audit
We review how your team uses Agile CRM — contact management, deal tracking, marketing campaigns, and support tickets — and identify where data overlaps or gets manually transferred to other systems.
Step 2
Identify Automation Opportunities
We pinpoint the integrations with the biggest payoff: contact syncing, deal stage triggers, support ticket routing, and marketing campaign automation. Each opportunity is assessed for time savings and data accuracy improvement.
Step 3
Design Workflows
We design n8n workflows that connect Agile CRM to your email, support, accounting, and communication tools. Bidirectional data flows are mapped out so every system stays in sync without manual intervention.
Step 4
Implementation
We build the workflows in n8n, connecting to Agile CRM’s API, configuring contact and deal syncing, and setting up event-driven triggers for deal changes, new tickets, and campaign actions.
Step 5
QA Review
We test every workflow with real CRM data — contact updates, deal stage changes, support tickets — to confirm syncing works correctly in both directions and no data is lost or duplicated.
Step 6
Support & Maintenance
After deployment, we monitor your Agile CRM integrations and handle adjustments — new custom fields, additional connected tools, or workflow changes as your sales process evolves.
Transform your business with Agile CRM
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Agile CRM consultation.