> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Agile CRM on Vortex IQ > Monitor Agile CRM pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn. Monitor Agile CRM pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) | **34** | **4** | **Build your own** | **Ready to build yours** | **13** | | ------------------- | ---------------- | ------------------ | ------------------------ | -------------- | | performance signals | automated checks | automated fixes | workflows | API operations | ## Monitor performance 34 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | ----------------------------------- | ----------------------- | -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Active Subscribers (Est.)** | Protect revenue | Merchant rule | Estimated subscribed (non-unsubscribed, non-bounced) contacts - the marketable audience size. | | **Campaign Revenue vs Ecom Orders** | Protect revenue | Merchant rule | Ties Agile CRM email sends to real ecom orders - exposes campaigns that look engaged but drive no revenue. | | **Lead Response Time** | Control risk and change | Alert band 60 / 480 | Median minutes from Contact.created\_time to the start\_time of the first logged Event linked to that contact (GET /dev/api/events, contact\_ids\[]). Agile CRM has no separat | | **Stalled Deal %** | Control risk and change | Alert band 10 / 30 | Open Deals (archived = false) with no note logged in 14 days, as a share of all open Deals. GET /dev/api/opportunity/{deal-id}/notes is Agile CRM's confirmed per-deal act | | **Subscriber vs Customer Drift** | Protect revenue | Merchant rule | Marketable-audience vs buyer-base gap. Customers off-list = missed lifecycle email; clicking subscribers who never buy = nurture target. | | **Total Revenue** | Grow revenue | Merchant rule | Total email-attributed revenue across campaigns in the window - top-line health for the whole connector. | | **Bounce Rate** | Protect revenue | Alert band 2 / 5 | Bounces ÷ sent (lower is better). Sentiment band good ≤2% / warn ≥5%. | | **CRM Data Hygiene Score** | Run operations | Alert band 95 / 80 | Composite of two confirmed real Agile CRM Contact properties: share with an email property populated and share with a phone property populated (both unpacked from the con | | **Campaign Status Breakdown** | Grow revenue | Merchant rule | Count of campaigns by status (draft / scheduled / sent / paused / archived). | | **Checkout-to-Order Rate** | Protect revenue | Merchant rule | Placed orders ÷ checkouts started - where the tail of the funnel leaks. | | **Checkouts Started** | Customer experience | Merchant rule | Tracked checkout-started events from Agile CRM ecommerce tracking. | | **Click-to-Open Rate** | Catalogue quality | Alert band 10 / 3 | Clicks ÷ opens - creative/content effectiveness. Good ≥10% / warn ≤3%. | | **Conversion Rate** | Grow revenue | Merchant rule | Placed orders ÷ recipients - email-to-purchase conversion. | | **Delivery Rate** | Protect revenue | Alert band 98 / 95 | Delivered ÷ sent. Sentiment band good ≥98% / warn ≤95%. | | **Email Click Rate** | Run operations | Alert band 2 / 0.5 | Clicks ÷ delivered. Sentiment band good ≥2% / warn ≤0.5%. | | **Email Health KPIs** | Protect revenue | Merchant rule | Composite email-health roll-up (deliverability + engagement) for an at-a-glance read. | | **Email Open Rate** | Run operations | Alert band 20 / 10 | Opens ÷ delivered. Sentiment band good ≥20% / warn ≤10%. | | **Engagement Funnel** | Protect revenue | Merchant rule | Sent → delivered → opened → clicked → converted funnel. Drop-offs expose where engagement leaks. | | **Flow Count Summary** | Grow revenue | Merchant rule | Total automation flows / campaigns configured in the account. | | **Flow Status Breakdown** | Run operations | Merchant rule | Flows grouped by status (active / paused / draft) - quick automation-health glance. | | **Flow Trigger Types** | Run operations | Merchant rule | Flows grouped by trigger type - shows how automations are being entered. | | **Flows List** | Run operations | Merchant rule | Tabular list of automation flows with status + enrolment counts. | | **List Count** | Run operations | Merchant rule | Number of contact lists in the account. | | **List Health Summary** | Protect revenue | Merchant rule | Roll-up of list-decay signals (bounced / unsubscribed / inactive share) across lists. | | **Lists Overview** | Run operations | Merchant rule | Per-list table with name, type and contact count. | | **Placed Orders Total** | Run operations | Merchant rule | Tracked placed orders attributed through Agile CRM in the window. | | **Refund Rate** | Protect revenue | Alert band 2 / 8 | Refunded ÷ placed orders (lower is better) - quality/expectation gap signal. | | **Revenue per Recipient** | Grow revenue | Merchant rule | Attributed revenue ÷ unique recipients - value extracted per person reached. | | **Revenue per Send** | Grow revenue | Merchant rule | Attributed revenue ÷ emails sent - the cleanest send-efficiency signal. | | **Segments Overview** | Run operations | Merchant rule | Per-segment (saved filter) table with name and contact count. | | **Spam Complaint Rate** | Protect revenue | Alert band 0.1 / 0.3 | Spam complaints ÷ delivered (lower is better). Good ≤0.1% / warn ≥0.3% - sustained breach risks send throttling. | | **Top Lists by Name** | Run operations | Merchant rule | Largest lists ranked by contact count. | | **Total Sends** | Grow revenue | Merchant rule | Sum of emails sent across campaigns - denominator for the rate cards below. | | **Unsubscribe Rate** | Protect revenue | Alert band 0.5 / 2 | Unsubscribes ÷ delivered (lower is better). Good ≤0.5% / warn ≥2%. | ## Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. | Check | Severity | Outcome | Why it matters | Fix status | | --------------------------------------------------------------- | -------- | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- | | **CRM API token invalid or scope insufficient** | critical | Catalogue quality | Once this credential fails, VortexIQ stops seeing deals, contacts and pipeline activity from this CRM entirely, and every pipeline and data-quality finding here goes stale from that moment, | Report only | | **Median lead response time above 8h** | high | Grow revenue | Leads answered after 8 hours convert at a fraction of the rate of leads answered in minutes; speed-to-lead is the cheapest conversion lever in the pipeline. | Report only | | **Stalled open deals above threshold (no activity in 14 days)** | high | Run operations | Deals with no activity for two weeks are quietly dying; a nudge list ordered by value recovers some before they close-lose themselves. | Report only | | **CRM data hygiene below 80% (missing required fields)** | medium | Run operations | More than 1 in 5 records is missing a required field. Incomplete records make segmentation, reporting and any automation keyed off those fields (routing, scoring, follow-up sequences) unreli | Report only | ### Build your own automated fixes 4 checks report findings on Agile CRM today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 connectors** are available as building blocks, with approval, verification and rollback on every change. ## Automate approved work Vortex IQ is integrated with **11 read** and **2 write** operations across devcampaignlogs, devcontacts, devcontactcounts, devcontactedittags, devevents, devfilters on Agile CRM. Combine them with anything from the **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=agile-crm) | Resource | Read operations | Write operations | | ------------------ | --------------- | ---------------- | | devcampaignlogs | 1 | 0 | | devcontacts | 1 | 0 | | devcontactcounts | 1 | 0 | | devcontactedittags | 0 | 1 | | devevents | 1 | 0 | | devfilters | 1 | 0 | | devlists | 1 | 0 | | devopportunitys | 1 | 0 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected. ### Ready to build your first Agile CRM workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*