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Agile CRM AI employee

Viktor is an AI employee that connects to Agile CRM and helps you track deals and customer relationships through a sales pipeline, running 14 Agile CRM actions for you like Update Deal, Create Task, and Create Deal. Ask in plain English from your workspace; Viktor does the work in Agile CRM and reports back. Viktor connects with a scoped API key.

Free to start
No credit card
SOC 2 Type 1
Works in Slack & Microsoft Teams

What is a Agile CRM AI agent?

A Agile CRM AI agent is an AI that connects to your Agile CRM account and completes work in it - it doesn't just answer questions about Agile CRM, it takes the actions. Viktor is an AI employee that works in Agile CRM on your behalf and delivers the finished result to your workspace.

Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Agile CRM actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.

About Agile CRM

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

  1. You ask in your workspace

    Describe what you need in plain English

  2. Viktor picks the actions

    Selects from 14 Agile CRM actions, chains them together

  3. Runs in Agile CRM

    Helps you track deals and customer relationships through a sales pipeline - your real data.

  4. Reports back

    Delivers the finished result to your workspace

Try asking Viktor

What can you ask Viktor to do in Agile CRM?

Messages you'd actually send. Paste one into your workspace, swap in your specifics, and Viktor takes it from there.

  • Update the Agile CRM deal I closed today and move it to won.

    — you, to @Viktor

  • Pull this week's pipeline from Agile CRM and post a summary to #sales every Friday.

    — you, to @Viktor

  • Find contacts in Agile CRM we haven't touched in 30 days and draft follow-ups.

    — you, to @Viktor

  • Cross-check Agile CRM against our billing records and flag deals that don't match.

    — you, to @Viktor

How it works

How does Viktor work with Agile CRM?

Step 1: Connect your stack

27 native integrations. 3,200+ tools via managed connectors. Most are one-click OAuth, some use API keys - Viktor handles auth and starts working. No webhooks, no Zapier zaps.

Maya Patel11:32 AM
@Viktor check this week's Stripe revenue against HubSpot and flag anything off before the board call.
Viktor
ViktorApp11:33 AM
On it. Cross-checking Stripe against HubSpot and fixing anything that doesn't line up before your board call.

Step 2: Tell Viktor what you need

Message Viktor in Slack like you'd message a teammate. "Reconcile this month's invoices and flag anything weird." "Pause Meta campaigns above $40 CPA and move the budget to winners." Plain English, any tool.

Viktor
ViktorApp9:12 AM
📊 Revenue check:
$84,210 (+6.4% WoW).
3 deals didn't match HubSpot.
Fixed 2, one needs your call.

revenue_raport.pdf

4 pages·PDF

Step 3: Viktor operates, you review

Viktor opens the tools, runs the work, and posts back what changed. Sensitive actions wait for your approval. Everything is logged. You stop doing the work and start reviewing it.

Actions

What can Viktor do in Agile CRM?

Ask in plain English from your workspace. Viktor picks the right Agile CRM actions, runs the work, and reports back. No workflows to build.

  • Other

    List Filter Options

    Retrieves available options for the Filter field.

  • Deal

    Update Deal

    Updates an existing deal in Agile CRM.

  • Deal Note

    Update Deal Note

    Update a note attached to a deal.

  • Contact

    Update Contact

    Update an existing contact in Agile CRM.

  • Company

    Update Company

    Updates an existing company in Agile CRM.

  • Other

    Create Ticket

    Create a new ticket in Agile CRM.

  • Other

    Create Task

    Create a new task in Agile CRM.

  • Deal

    Create Deal

    Create a new deal in Agile CRM.

  • Deal Note

    Create Deal Note

    Adds a note to a deal.

Works with your stack

Viktor uses Agile CRM together with your other tools

Ask for outcomes that span tools - Viktor pulls from Agile CRM, cross-references the rest of your stack, and delivers one finished result.

Trusted by 64,000+ teams

The moment Viktor becomes part of the team.

Infrastructure for a $1M/yr agency built in 9 days
I discovered Viktor 9 days ago, and I have already built the infrastructure for a $1,000,000 a year content agency with zero staff.
Troy Dean

Troy Dean

Founder, Agency Mavericks

Saved:1 FTE/1 full time employee
Literally a game-changer for me, like adding another employee (or two).
Krysta Mueggenburg

Krysta Mueggenburg

Owner, Element Turf & Outdoor Solutions

Saved:10+ hrs/week
Claude Tag writes better specs. Viktor executes faster across tools. Viktor actually goes and creates the tickets.
Toni Lopez

Toni Lopez

Co-founder, Karumi (YC F25)

Agile CRM integration FAQ

Yes. Agile CRM is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Agile CRM from their workspace - no workflow builder, no code.

4.9 on G2G2 rating: 4.9 out of 5 stars

One hire. The output of a team.

Viktor works nights, remembers every decision, and connects to 3,200 tools. Start free with $100 in credits, then $50 a month.

Get Started for Free