Agilis
CRM Software

Build stronger client relationships. Win more business.

Agilis CRM is a customer relationship management solution designed for Malta-based businesses that want a clear view of their sales pipeline, client interactions, and follow-up activity — without the complexity of enterprise platforms.

The Challenge

Managing client relationships without the right system

Without a structured CRM, opportunities are lost through poor follow-up, sales pipelines become invisible, and client history is scattered across emails and spreadsheets.

Leads falling through the cracks without structured follow-up processes

No clear visibility on pipeline value or sales stage progression

Client communication history spread across email and multiple tools

Forecasting and reporting relying on manual spreadsheet updates

No single view of client accounts, interactions, and outstanding tasks

The Agilis Approach

A CRM built around how your team sells

Agilis CRM gives your sales and account management teams a structured way to manage contacts, track opportunities, and stay on top of follow-up. Agilis configures the CRM to your sales process and provides ongoing support.

Key Features

Built for the way you work

Contact & Account Management

Centralise all client and prospect data, interaction history, and account details in one place.

Sales Pipeline

Visual pipeline management with customisable stages reflecting your actual sales process.

Task & Follow-Up Management

Set tasks, schedule follow-ups, and ensure no opportunity is left without action.

Communication Logging

Log calls, emails, and meetings against each contact or account for full interaction history.

Lead Tracking

Capture and qualify inbound leads with clear status tracking from first contact to close.

Sales Reporting

Pipeline dashboards, conversion metrics, and activity reports for management visibility.

Activity Timeline

A chronological view of all activity against each contact — emails, calls, meetings, and notes.

Workflow Automation

Automate routine tasks such as follow-up reminders, status changes, and notification triggers.

Key Benefits

What your business gains

Agilis implements Agilis CRM with configuration, training, and ongoing support tailored to your needs.

Never lose a lead due to missed follow-up

Full pipeline visibility for sales managers and directors

Accurate sales forecasting based on real pipeline data

Consistent client communication across your team

Reduced admin time for sales representatives

A CRM configured to your exact sales and account process

Who Uses This

Industries & use cases

Wholesale & Distribution
Professional Services
Real Estate
Financial Services
Technology
Manufacturing
Healthcare

Ready to explore Agilis CRM?

Our team will assess your requirements and recommend the right approach for your business. No commitment required.