Dynamics 365 Sales icon
Sales

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.

Dynamics 365 Sales
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
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