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Customer & commercial workflows

AG CRM & Sales

Organise contacts, opportunities, sales follow-ups and connected commercial activity around your team.

Keep every contact, conversation and opportunity in one shared record, so your team always knows what happens next.

Sound familiar?

The problems this solves.

  1. Customer knowledge sits with individual people, not the business.

  2. Follow-ups are forgotten and opportunities go cold.

  3. Forecasts are based on guesswork rather than data.

Capabilities

What it covers.

A starting point, configured around your process. Anything missing is engineered to fit.

Customer records

Companies, contacts and history shared across the team.

Sales pipeline

Opportunities by stage, with values, owners and next steps.

Connected activities

Calls, meetings, tasks and emails linked to each record.

Reporting

Pipeline and performance views that reflect how you sell.

Built from LogicBlocks

The blocks behind it.

Every AG solution is assembled from shared capability families connected by AG LogicCore.

  • AG Relationships

  • AG Engage

  • AG Finance

  • AG Intelligence

How we deliver

Five steps to go live.

  1. 01

    Understand

  2. 02

    Assemble

  3. 03

    Adapt

  4. 04

    Deploy

  5. 05

    Evolve

Let's build what your business needs

Tell us what needs to work better.

We'll help you identify the right starting point, the necessary adaptations and the most practical way forward.