Move beyond spreadsheets

Escape the Excel Chaos.
Digitize Your Follow-Ups.

The easiest way to replace notebooks and spreadsheets. Never miss a customer reminder, track daily follow-ups, and organize your client records in one modern multi-tenant dashboard.

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Client Name
Status
Notes
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Amit Kumar
Paid
Policy renewed
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Sneha Joshi
Pending
Docs needed
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Digitalized Queue Automated
RS
Rajesh Sharma
Call Tomorrow • Scheduled
AK
Amit Kumar
Policy Renewed • Paid
SJ
Sneha Joshi
Docs needed • Pending
May 2026
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T
W
T
F
S
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30
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Who Is This For?

Built for Follow-up Heavy Teams

Insurance Agencies

Track policy renewals, claim statuses, and premium reminders automatically.

RTO Consultants

Manage vehicle permits, registration files, and daily RTO office status updates.

Real Estate Teams

Organize property leads, site visit schedules, and client negotiation follow-ups.

Finance & Loans

Track application statuses, missing document requests, and approval timelines.

A Better Way to Manage Customers

Stop letting valuable leads slip through the cracks of messy paperwork.

Before

The Old Way

  • Messy Excel sheets & handwritten notebooks
  • Missed follow-ups leading to lost revenue
  • Scattered customer records across personal phones
  • Manual tracking and endless searching
After

The AGM CRM Way

  • Automated daily digital queue & Kanban board
  • Clear follow-up visibility & smart SLA alerts
  • Centralized, cloud-backed customer records
  • Seamless team delegation, audit trail & roles

Your Daily Workflow,
Visually Organized.

AGM CRM replaces complex spreadsheets with clear, actionable customer cards. Your UI itself accelerates deals and keeps your team in sync.

  • Instantly view today's tasks and overdue items
  • Rich customer cards with complete timeline history
  • Live SLA status & inactivity alerts across your entire team
Follow-Up Queue
RS
Rajesh Sharma
Permit Renewal Documentation
Overdue
AK
Amit Kumar
Insurance Premium Follow-up
Today
SJ
Sneha Joshi
Loan Approval Confirmation
Completed
Multi-Tenant Architecture

Make It Yours. Dedicated Subdomains & PWA.

Enterprise isolation with custom branding. Each company gets its own database, custom subdomain prefix, and mobile PWA installation.

yourcompany.agmcrm.com
Your Company Portal
Custom Brand & Logos
Installable PWA App
Dedicated Subdomains
Isolated Tenant DB

Clear Pricing. No Hidden Rules.

Choose the workspace scale that covers your business requirements.

Solo Register

Perfect for independent operators

₹499 / mo

  • Unlimited Customer Records
  • Daily Dashboard & Reminders
  • Activity Tracking & Notes
  • Standard Support
Deploy Solo Plan

Ready to Drop the Spreadsheets?

Stop letting leads slip through the cracks. Join the top-performing teams optimizing their pipeline today.