Book a demo
NATIVE Agile delivery inside the CRM where the deal was won

Ship without leaving Salesforce|

Agile Manager closes the gap between customer promises and project delivery. Project management, sprint planning and quality assurance, all in one native workspace.

Request a demo View knowledge base
✓ 100% native to Salesforce ✓ Converts QuoteX quotes into stories ✓ Live velocity and burndown
Agile Manager › Release v2.0 › Sprint 3
Sprint 3In ProgressSprint goal: SSO login 0 of 0 points done
Sprint health
0%

Try it: drag a story card between columns and watch the sprint health update. Sample data for illustration.

0retyping from quote to story
1–2 wkpredictable sprints
5levels of work breakdown
100%native to Salesforce

Platform

Everything you need to deliver what you sold

Work breakdown

One hierarchy from engagement to daily task

Every item has one clear parent and one clear owner, so accountability never gets lost.

Workflow

From signed quote to shipped release

By role

Everyone works from the same real-time data

Quality assurance

Catch defects before your customers do

Define precise test cases, document execution results and link defects directly to stories.

Test case

User login with valid credentials
Expected: user is logged in and redirected to the dashboard.

Linked to story: User login with SSO

Record a result

Pick a result to see what happens next.

Why switch

Tool sprawl vs. Agile Manager

 Separate toolsAgile Manager
Quote to backlogRetype scope by handConvert QuoteX to stories
Where work livesMany disconnected toolsOne Salesforce workspace
Quality evidenceScattered spreadsheetsTest cases and results on the story
Leadership visibilityStatus meetingsLive dashboards
SecurityAnother vendor to reviewNative permission sets

ROI

Estimate the margin you could protect

You could protect about $0 per year
Illustrative only: assumes Agile Manager recovers 50% of leaked scope. Replace with your validated figures.

FAQ

Questions, answered

Is Agile Manager native to Salesforce?

Yes. It is built 100% on Salesforce and uses the platform's own security, automatic backups and permission sets. There are two role types: Agile Manager Admin and Agile Manager User.

Does it connect to QuoteX?

Yes. Scoped quotes from QuoteX convert into user stories instantly, with no manual data entry.

What can we track in it?

Projects, releases, sprints, stories, tasks, issues, test cases and test results, all in one workspace.

How long are sprints?

Teams plan focused 1–2 week sprints. You choose the duration and keep it consistent.

How do we protect scope after signing?

Pair Agile Manager with DRTE, CodeyLabs' native document generation and e-signature tool, for a Scope Freeze Contract.

How do we get started?

Contact info@codeylabs.com for your installation link. Setup follows a step-by-step path in the knowledge base.

Ready to deliver exactly what you promised?

Tell us about your delivery process and we will arrange a demo.