Agile CRM AI agent for Slack and Teams
Put Wopie to work in Agile CRM.
Wopie adds contacts, notes and deals to Agile CRM and keeps follow-up tasks from slipping.
$100 in credits · No card needed
Tomas in #sales-team
@wopie add a note to Priya Shah: she wants a quote with 3 seats by Friday
Wopie Quoted 55 credits before starting
Done. I added the note to Priya Shah and created a task for Friday to send the quote.
Used 47 credits·Updated in Agile CRM
Tomas in #sales-team
@wopie tag everyone who came from the webinar as hot and add 20 points
Wopie Quoted 150 credits before starting
31 contacts matched. I tagged them Hot and raised each score by 20. Nine are brand new.
Used 134 credits·Waiting for your OK
Tomas in #sales-team
@wopie create a deal for Brightline Dental, $6,400, closing next month
Wopie Quoted 60 credits before starting
The deal is created for Brightline Dental at $6,400, with a close date of November 30.
Used 52 credits·Created in Agile CRM
Tomas in #sales-team
@wopie open a ticket for Orchard Foods about the double charge
Wopie Quoted 50 credits before starting
Ticket opened for Orchard Foods about the double charge. I linked it to their contact record.
Used 44 credits·Created in Agile CRM
How Wopie works with Agile CRM.
Wopie is an AI agent that works in Agile CRM for you. You ask in Slack or Microsoft Teams. It adds contacts and companies, writes call notes, tags and scores leads, and moves deals forward. It also creates tasks and support tickets. Anything that changes a lot of records at once waits for your OK.
- 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Agile CRM.
- 2Wopie does the workIt tells you the credits first, then works in Agile CRM and your other tools, and posts the result in the thread.
- 3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.
- Works in
- Slack and Microsoft Teams
- Connects
- Sign in to Agile CRM once
- Category
- Sales & CRM
- What it can do
- 14 Agile CRM actions: 1 look things up, 13 make changes
- Price
- $100 in free credits, then pay per job
Everything Wopie can do in Agile CRM.
14 Agile CRM actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 1 only look things up. The rest make changes, inside the access you give it.
- Add score to contactChanges
Used to change the score of a contact.
- Add tags to contactChanges
Adds a tag or tags to a contact.
- Create companyChanges
Create a new company in Agile CRM.
- Create contactChanges
Create a new contact in Agile CRM.
- Create contact noteChanges
Adds a note to a contact.
- Create dealChanges
Create a new deal in Agile CRM.
- Create deal noteChanges
Adds a note to a deal.
- Create taskChanges
Create a new task in Agile CRM.
- Create ticketChanges
Create a new ticket in Agile CRM.
- List Filter optionsLooks up
Gets available options for the Filter field.
- Update companyChanges
Updates a company in Agile CRM.
- Update contactChanges
Update a contact in Agile CRM.
Safe in Agile CRM by default.
- Only what you share
Wopie sees only what your Agile CRM connection allows, and never more than the person who asked.
- Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
- Every step on record
Each change it makes in Agile CRM is logged, with who asked and who approved it.
From owners using it
What owners are saying.
“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals
More Sales & CRM integrations.
Wopie works in 3,200+ apps, and can use several in one job.
Agile CRM integration
Agile CRM questions, answered.
It changes the deals you name. Changes to many records at once wait for your OK.
Agile CRM and its logo belong to their owner and are shown only to say the two work together.