Give sellers connected customer context from lead to close.

Agilitz helps sales teams connect accounts, opportunities, pipeline, forecasting and seller productivity so the sales process is consistent, measurable and easier to act on.

Core capabilities

What the platform brings together.

Agilitz combines Microsoft platform capability with process, architecture, integration and change expertise.

Lead & opportunity management

Structure qualification, opportunities, stages and activities around the sales process.

Accounts & relationships

Connect customer, contact and relationship information across teams.

Pipeline & forecasting

Create consistent pipeline visibility, forecasting and management insight.

Seller productivity

Reduce manual administration with guided processes, automation and Microsoft 365 integration.

Relationship intelligence

Use activity and customer context to help sellers prioritise the right next actions.

Copilot & automation

Apply summarisation, assistance and workflow automation where it improves seller effectiveness.

Business outcomes

Designed around measurable operational value.

Better pipeline visibility and forecast confidence
More consistent sales process execution
Less seller administration and duplicate data entry
Connected customer context across sales and service

BUSINESSSalesOUTCOMES

Pipeline

Productivity

Customer context

Forecasting

How Agilitz helps

Advisory, implementation and managed services around the platform.

Advisory

Architecture, readiness, design assurance and delivery governance.

Explore Advisory →

Implementation

Process-led design, build, migration, testing, deployment and adoption.

Explore Implementation →

Managed Services

Operate, optimise and continuously improve the platform after go-live.

Explore Managed Services →

Get in touch

Let’s talk about Dynamics 365 Sales.

Tell us what you want to achieve with Dynamics 365 Sales. We will connect you with the right Agilitz specialists.

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