A won deal becomes a project
Mark a deal won and Agos CRM opens a project with the client, the people and the signed quote carried over.
Changelog
What changed in each app, newest first. Follow it with the RSS feed.
Quotes with approval, signing and a sealed PDF
Build a quote from your products, send it for approval past a discount limit, and let the client sign on a phone. Every signed PDF has a page to check it.
Forecast and targets by owner
See the weighted pipeline against each person's target for the month and the quarter.
Your own stages, rot days and requirements
Admins set the stages, their probability, how many days a deal can sit still, and the fields a deal needs before it moves.
CRM pipeline board, contacts and companies
Drag deals across stages with the totals on top. Contacts and companies open in a side panel without leaving the table.
Clients sign off tasks in the portal
A client ticks the checklist and approves, or asks for changes with a note the team sees on the task.
Toggles, columns, embeds and more blocks
Docs pages now have toggles, columns, media uploads, bookmarks, embeds, a contents block and code with a language.
Publish Docs pages as a site
Turn a page and its children into a public site with its own address.
Agos Docs works offline
Pages you opened stay readable offline, edits wait until you reconnect, and signing out wipes the copy on the device.
Roadmap and workload across projects
See every project on 1 timeline and who has too much on, from estimates and leave.
Requests, a client portal and business-hour timers
Clients file requests in a portal. Response timers count only working hours.
Guests and requests for access
Invite a guest to 1 page. Anyone without access can ask for it, and the owner gets the request.
Formulas, relations and rollups
Link rows across tables, roll up their values and write formulas over them. Filter and sort by any of it.
Time entries, a timer and a week grid
Log time on a task, run a timer, or fill in the week in 1 grid.
Sprints with burndown and velocity
Plan a sprint against capacity, start it, close it and carry unfinished work over. Reports show burndown, velocity and cycle time.
Docs databases with 6 views
Tables with filters, sorts and groups, shown as a table, board, gallery, list, calendar or timeline.
Docs pages over MCP
Agents read and edit pages with the same permissions as the person they act for. Their edits show in history under both names.
Version history with restore
Compare any version against the page and restore the whole page or 1 block.