AC
Sales & CRM Integration

Steerco + Agile CRM

Turn live CRM data into executive-ready presentations. Connect Agile CRM to Steerco and eliminate manual data entry from your executive presentations — forever.

Trusted by teams who connect their data, not copy-paste it
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Why Connect Agile CRM to Steerco?

Stop copy-pasting data into slides. Let Steerco pull live Agile CRM data into every executive presentation automatically.

1

Live Deal & Pipeline Data

Opportunities, contacts, accounts, and pipeline metrics flow directly into your QBRs, EBRs, and board decks — no manual entry, no stale data.

2

Automated Account Narratives

Steerco's AI agents transform raw CRM records into strategic stories: what changed, why it matters, and what to do next.

3

Always Up-to-Date

Bi-directional sync means your presentations always reflect the latest deal stages, renewal dates, and customer health metrics.

How Agile CRM Connects to Steerco

1

Connect

Authenticate Agile CRM with OAuth. Steerco handles the handshake — no API keys, no engineering required.

2

Sync

Data flows bi-directionally on your schedule. Near real-time or nightly batch — you choose the cadence.

3

Present

Steerco's AI agents turn raw Agile CRM data into strategic, board-ready narratives — in minutes, not days.

Built for High-Stakes Presentations

Common use cases for Steerco + Agile CRM:

QBRs EBRs pipeline reviews and board decks with live CRM data

Ready to Connect Agile CRM?

See how Steerco eliminates the Presentation Tax with live data from Agile CRM and 600+ other integrations.

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