CRM shows the past. Agilepitch guides your next move.

Smart, Contextual Next Steps

Sales teams shouldn’t waste time managing task lists. Agilepitch delivers precise, deal-specific next steps. Contextual, timed, and actionable so reps stay aligned on the highest-value priorities.
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Increase
in operational
efficiency
From customers who used Agilepitch.
Generate tasks from real-time deal data.
Why it matters
Never let a task or follow-up fall through the cracks. Agilepitch keeps every opportunity on your radar, surfacing the right next step at the right time so nothing gets missed.
Nothing gets missed. Agilepitch analyzes your calls, meetings, notes, and every interaction with your customers and prospects, ensuring nothing gets missed and all necessary tasks are automatically created.
Agilepitch streamlines workflows into one unified action list, eliminating the need to juggle tools, and ensures timely follow-ups so no opportunities are missed.
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How it works
Stay ahead in every deal with AI-powered, real-time next steps.
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Connect your tools
Agilepitch syncs seamlessly with your CRM, email, calendar, and connected sales systems to gather the latest data.
Analyze each deal
For every open opportunity, the platform looks at pipeline stage, recent activity, historical win patterns, and buyer engagement signals.
Generate tailored actions
It creates a ranked list of next steps, ranging from follow-up emails to scheduling demos or involving stakeholders.
Learn from your input
Approve, edit, or reject tasks directly in Agilepitch, with your feedback instantly improving the system’s recommendations.
Stay aligned in real time
As deals progress, your task list updates automatically so you’re always acting on the latest context.