Agile CRM + Natero

Integrate Natero and Agile CRM to gain more context about your customers.

Agile CRM and Natero Integration

ACCOUNT DETAILS
Sync Users and Accounts Directly from Agile CRM

Eliminate manual data entry and keep your customer information consistent between Natero and Agile CRM. Our managed integration even supports custom mappings to ensure your data looks right in Natero.

Gain additional insights into your customers’ product usage, communications history, support trends, and much more.

USERS
ACCOUNTS
NOTES
CUSTOM
Syncing between AgileCRM and Natero

INTEGRATION
Bi-directional Sync

The Natero and Agile CRM integration offers plenty of versatility for streamlining your customer data.

  • Leverage your Agile CRM data to automatically create new accounts and users in Natero.
  • Sync customer information from Agile CRM to streamline Customer Success Manager efficiency.
  • Reverse-sync additional customer data from Natero to Agile CRM for even more flexibility.

Natero’s alerts tell us things we either didn’t know or were too busy to know.
Using Natero, 7Geese reduced average monthly churn by 24%.

What is Natero?

A uniquely data-driven approach to Customer Success.

Natero provides machine learning and rule-based alerts to help Customer Success Managers prioritize their accounts. Natero continuously evaluates account health based on many sources of customer data, and helps CSMs manage and scale their customer retention processes.

Predictive Customer Alerts

Identify customers who will likely churn or expand via machine learning and custom rules.

Customer Health Scores

Monitor customer health based on product usage, custom KPIs, NPS, and much more.

Customer Success Reporting

Gain visibility into your customers and team via dynamic segmentation and in-depth reporting.

Centralized Customer Data

Capture granular customer usage from your app, and augment with data from other systems.

See a Demo

See how Natero helps Customer Success teams stay proactive.

Natero is trusted by leading Customer Success teams in B2B SaaS.

Innovative Customer Success Teams Run on Natero's Software