Before the call
Before a renewal call, the account lead asks what was last discussed with Priya Nair at Northwind. Memtro finds her contact by email and reads the notes on it: pricing was raised in September, and a follow-up task is still pending.
Agile CRM + Memtro
Ask what you last discussed with a contact, and which Agile CRM deals close this month.
Connect Agile CRM with your domain, login email and REST API key and Memtro reads contacts with email, title, company, tags, lead score and notes, companies, deals with value, milestone, close date and owner, and tasks by category, status or priority. It reads on demand and there is no hourly sync. When you ask, and once an administrator has granted the action by name, it can add notes, create and update contacts, companies, deals, tasks and calendar events, tag, score or reassign contacts, enrol a contact in a campaign that emails or texts them, and permanently delete records.
In Memtro
What you can do with Agile CRM in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Agile CRM tool, reads what it needs, and answers with the source cited.
What it does
- 01Contacts with name, email, title, company, tags, lead score and star rating, or one found by email with its notes
- 02Deals with value, probability, milestone, track, close date, owner and contacts, and each track's milestones in order
- 03Tasks filtered by category, status or priority, pending only by default, and companies with website and tags
- 04When asked and granted, adds notes, creates or updates contacts, companies, deals and tasks, completes a task, and adds events to your calendar
- 05When asked and granted, tags or untags a contact, sets a lead score or changes the owner, any of which may start a campaign, or enrols a contact in a campaign that emails or texts them outside the company
- 06When asked and granted, permanently deletes a contact, company, deal or task, with nothing in the API to restore it
Acts when asked
When you ask it to
These tools change something in Agile CRM. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Add a note to a contact, by id or by email
- 02Create a task, optionally for a contact
- 03Create a contact
- 04Create a deal
- 05Update a contact's or company's fields
- 06Add tags to a contact
- 07Remove tags from a contact
- 08Set a contact's lead score
- 09Change a contact's owner
- 10Enrol a contact in a campaign, which then emails or texts them
- 11Create a company
- 12Create a calendar event
- 13Update a deal
- 14Update or complete a task
- 15Delete a contact or company permanently
- 16Delete a deal permanently
- 17Delete a task permanently
In practice
Ask it like you would a colleague
Once Agile CRM is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Agile CRM + Memtro
What did we last discuss with Priya Nair at Northwind?
Which deals are expected to close this month, and at what milestone?
Which high-priority follow-up tasks are still pending?
Move the Acme deal to the Negotiation milestone and set its close date to 30 November
Enrol Dan Fletcher in the Pilot onboarding campaign
From meeting to campaign
After BigCo agrees a pilot, Dan Fletcher asks Memtro to move the deal on and start their onboarding emails. Memtro updates the deal to the Pilot milestone, adds a note to the contact, and enrols the contact in the onboarding campaign named by Dan, whose first email reaches BigCo that day.
Teams
Where it fits
The teams that lean on Agile CRM most, a question each of them asks, and what they connect beside it.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
Better together
Works with
A record in Agile CRM is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Finance and commerceAgile CRM with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceAgile CRM with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceAgile CRM with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportAgile CRM with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportAgile CRM with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportAgile CRM with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatAgile CRM with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatAgile CRM with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatAgile CRM with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales- Salesloft
Dialpad
folk
Insightly- JustCall
Nutshell
Vitally
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Planhat
Bloomerang
Givebutter- Common Room
- Neon CRM
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
Keap
Setup
How to connect
Connect withDomain, login email and REST API key
- 1
Take the domain from your Agile CRM address: the word before .agilecrm.com, so acme.agilecrm.com means acme
- 2
In Agile CRM open Admin Settings → API & Analytics → API Key and copy the first key, API Key for REST client, not the JavaScript key
- 3
In Memtro open Connections → Agile CRM, enter the Domain, the Login email you sign in with (the API acts as this user) and the REST API key, and connect
- 4
Ask what we last discussed with Brightwave Ltd
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Agile CRM tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Agile CRM?+
Only when you ask, and only what it has been granted: add a note to a contact, by id or by email; create a task, optionally for a contact; create a contact; create a deal; update a contact's or company's fields; add tags to a contact; remove tags from a contact; set a contact's lead score; change a contact's owner; enrol a contact in a campaign, which then emails or texts them; create a company; create a calendar event; update a deal; update or complete a task; delete a contact or company permanently; delete a deal permanently; delete a task permanently. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Agile CRM connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Agile CRM data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Agile CRM?+
Domain, login email and REST API key. Take the domain from your Agile CRM address: the word before .agilecrm.com, so acme.agilecrm.com means acme.
Connect Agile CRM in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.