Agiled Review

Agiled is a business management platform that does everything. Users can manage all aspects of their business in one place and give their customers access to a client portal. Users can also manage projects and invite their colleagues to participate in task and progress updates. Live chat, email, documentation, FAQs, and an inquiry form are all available for assistance. Agiled streamlines your processes and provides a white-labeled client portal for each client, making it simple to manage clients and leads. Use the built-in CRM to add clients and information, or use Agiled integrations with other CRMs to import them quickly. Agiled CRM even allows you to create multiple sales pipelines. Gantt chart views are available in Agiled and shared via a public link. It provides clients with a visual representation of the project’s progress. They also have a Project Burn Down Chart, which is used to see if a team can complete a project on time.

Asana, HubSpot, SendFox, Plutio, Freedcamp, Active Campaign, Freshbooks, Xero, Quickbooks, Zoom, Mailshake, and other tools integrate seamlessly with Agiled. The platform also includes Zapier, custom webhooks and APIs, and Integromat integration, as well as unlimited custom fields for accounts and contacts to keep all of your lead data in one place. Agiled comprehensive project management features simplify organizing and delivering your projects on time. With customizable project templates, you can get started quickly and create projects. Start and manage all of your tasks, dependencies, and milestones from a single dashboard, or save time by creating different workflows and automation. Progress tracking, file sharing, and time logging are all included in the dashboard, making collaboration and meeting deadlines easier than ever. You can also send professional project estimates and invoices directly from Agiled. You can send payment notifications and accept online payments after creating and sending an invoice by integrating Stripe, PayPal, or Mollie. Configure ledger settings and use client subscriptions to bill clients on autopilot to make accounting easier. The Agiled financial dashboard is also used to track and approve expenses logged by your team and generate financial reports. Do you need to write a contract? Create client contracts directly in the Agiled contract dashboard and categorize them. Add personal notes to the agreement and send it to customers as a link or PDF email attachment for online signing. In addition, simple client onboarding flows make new signups easier. Do you need to schedule a meeting to close the deal? It’s no problem. You can easily schedule meetings with the appointment toolkit.

There’s even more to come! Agiled also comes with a comprehensive HRM system that allows you to manage your remote and in-office teams. With the Transferwise integration, you can track attendance, leave, time entries, holidays, and productivity and manage payroll, all from within the platform. In addition, each employee has their white-label ready portal where they can log time, mark attendance, request leaves, and more. Agiled provides a comprehensive business management solution that allows your company to run smoothly without the need to switch tools. Manage projects, contracts, leads, customers, finances, and employees all in one place and breathe a sigh of relief. When selecting a business management tool, software integrations are another essential factor to consider. You’re probably already using other software (CRMs, analytics), so check to see if you can connect all of your apps to save time and eliminate manual work. Agiled supports a variety of live chat software, including Tawk., that you can include in proposals, invoices, or estimates. It is a great way to close a deal with an undecided client or question. There isn’t a live chat integration in SuiteDash. Agiled integrates with Lemlist, Mailshake, and Hubspot, among other CRM and sales enablement tools.