Agile CRM

Build Custom Agile CRM Reports

Agile CRM is the only comprehensive, end-to-end CRM that delivers sales, marketing and support automation to help small and medium businesses manage all parts of the customer journey, from a single platform, in order to drive sustainable, scalable growth.

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Actiondesk
Agile CRM
Agile CRM

Actiondesk is a spreadsheet interface that connects to Agile CRM and your other data sources so you can build live reports.

Put your Agile CRM reporting on a spreadsheet

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Connect your Agile CRM data live

Actiondesk connects to Agile CRM and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.

Build reports like Google Sheets

Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.

Slack and email digest

With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.

Edmit founder

“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”

Beth Goulet, Director of Revenue Operations @Edmit

Read Beth's Story
Jphn Hubball

Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.

Josh Hubball, Founder @Level Frames

Read john's Story
Romy Lynch

I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.

Romy Lynch, Co-Founder @Mona

Read Romy's Story

Start building your Agile CRM report

You can use our pre-built Agile CRM templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

Or, if you have your own use case in mind...

Want to combine data from Agile CRM and other data sources?

You can use our pre-built Agile CRM templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

TouchBistro
Toast POS
Square
Sapaad Pte Ltd
Revel Systems
QuickBooks POS
Poster POS
Poster POS
Miva Merchant
Lavu
Korona
FastSpring
Erply
Clover
Miva Merchant
Lavu
Korona
FastSpring
Erply

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