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Custom Agile CRM dashboards

Integrate Agile CRM with Plecto and build customized performance dashboards that visualize your CRM data in real time. Start tracking your performance and see the improvements right away.

Agile CRM dashboard
Agile CRM
+
Plecto

Partner website

www.agilecrm.com

About Agile CRM

Agile CRM is a customer relationship management platform (CRM) at its core and comes packaged with marketing automation, web analytics and a complete social suite – making it an all-in-one sales and marketing software for small and growing businesses.

Agile CRM pricing

See pricing details

Additional help

docs.plecto.com

Tier

Bronze

Build real-time Agile CRM dashboards with Plecto

Our integration with Agile CRM enables you to gain strong insight into your business performance – all in real time. Create fully customized CRM dashboards with Plecto and add value to your KPIs.

Use Plecto's gamification features and create leaderboards and contests that spark motivation among your teams. Add custom notifications that trigger every time someone reaches their goal or a milestone.

With Plecto, you can easily combine data from multiple systems on the same dashboard. Display your dashboards on TV screens around the office, on your computer, or access them from your mobile device with our free iOS and Android apps.

What types of data can you import from Agile CRM?

Companies

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Contacts

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Events

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Milestones

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

How it works

1. Connect your data sources

One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.