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Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

List of Agile CRM Sales Essentials Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
3SG Plus Professional Services 55 $6M United States Agile CRM Agile CRM Sales Essentials Sales Automation 2018 n/a In 2018, 3SG Plus implemented Agile CRM Sales Essentials as its Customer Relationship Management platform to centralize sales and client engagement workflows. The deployment focused on embedding Agile CRM on their public website for lead capture and webform-based contact enrichment, linking inbound inquiries directly into contact records. For a 55-person professional services firm, the implementation emphasized contact management, deal pipeline visualization, and email automation to support sales and account management functions. Agile CRM Sales Essentials was configured to handle prospect qualification workflows and basic marketing automation tied to web-sourced leads. Configuration work included mapping website lead fields into Agile CRM contact attributes, defining sales pipeline stages and task reminders, and establishing role-based access for sales and client services staff. The implementation used standard Customer Relationship Management capabilities such as contact segmentation, activity tracking, and sequence-based email outreach to normalize engagement processes across the organization. Governance centered on administrative controls within Agile CRM Sales Essentials and operational processes for lead ownership and follow-up, reflecting a compact rollout across sales and client services. Integration scope is limited to the company website as explicitly noted, with no other system integrations documented.
A Timeshare Broker Construction and Real Estate 10 $1M United States Agile CRM Agile CRM Sales Essentials Sales Automation 2022 n/a In 2022, A Timeshare Broker implemented Agile CRM Sales Essentials as its Customer Relationship Management platform. The implementation is delivered as a cloud SaaS instance and is embedded on the company website to capture leads through web forms, centralize contact records, and manage deal pipelines. Agile CRM Sales Essentials was configured to provide contact management, web form lead capture, email automation, and pipeline management to support core sales and marketing workflows. Operational scope covers the broker's sales and marketing team, with CRM configuration for contact tagging, task reminders, and defined sales stages to manage prospects through qualification and closing. Governance and administration were handled internally, with administrators mapping website form fields to CRM records, configuring email sequences, and maintaining pipeline stages without an external service integrator. The deployment reflects a lightweight Customer Relationship Management architecture appropriate for a small, 10 person firm using Agile CRM Sales Essentials for direct customer engagement on its website.
Abby Caskets Distribution 25 $3M United States Agile CRM Agile CRM Sales Essentials Sales Automation 2018 n/a In 2018, Abby Caskets implemented Agile CRM Sales Essentials as its Customer Relationship Management platform and embedded Agile CRM on its public website to capture leads. The deployment uses the SaaS delivery model consistent with Agile CRM, providing cloud-hosted contact management, deal pipeline configuration, and web form lead capture tied to contact records. Agile CRM Sales Essentials was configured for core sales workflows including contact and company profiles, deal stages, email automation sequences, and activity tracking, configured to match the operational scale of a 25-person distribution business. The implementation consolidates customer and prospect data into a single CRM instance to support day to day sales operations. Operational ownership rests with the small sales and customer service teams, with role based access controls, pipeline visibility, and basic governance practices for data hygiene and follow up. The use of Agile CRM on their website creates an inbound capture to deal flow that feeds the Customer Relationship Management system, enabling standardized follow up workflows and basic sales automation. Abby Caskets Agile CRM Sales Essentials Customer Relationship Management supports sales and customer engagement functions across its United States operations.
Professional Services 10 $1M United States Agile CRM Agile CRM Sales Essentials Sales Automation 2017 n/a
Retail 12 $2M United States Agile CRM Agile CRM Sales Essentials Sales Automation 2022 n/a
Education 100 $12M United States Agile CRM Agile CRM Sales Essentials Sales Automation 2018 n/a
Distribution 13 $2M Australia Agile CRM Agile CRM Sales Essentials Sales Automation 2022 n/a
Professional Services 10 $2M Malaysia Agile CRM Agile CRM Sales Essentials Sales Automation 2020 n/a
Professional Services 35 $4M Philippines Agile CRM Agile CRM Sales Essentials Sales Automation 2019 n/a
Manufacturing 50 $10M United States Agile CRM Agile CRM Sales Essentials Sales Automation 2016 n/a
Showing 1 to 10 of 539 entries

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