Overview of Agiled
Agiled is an all-in-one platform designed for managing business operations. It simplifies tasks like managing clients, finances, projects, and teams. Small businesses find it especially useful because it combines several tools into one system.
This platform offers a white-label option, letting you customize it to match your brand. Agiled’s interface includes a client portal for organizing and communicating with clients. You can also import leads and clients using the built-in CRM. It integrates with popular tools like QuickBooks, HubSpot, and Zapier. This makes it flexible for businesses using other tools.
Key Features of Agiled
- CRM and Lead Management
The built-in CRM helps you organize leads and clients. You can also create custom fields to store specific data. Importing leads is simple, and you can manage multiple sales pipelines. - Project Management Tools
Agiled makes handling projects easier with task tracking, milestones, and templates. It also has a progress tracker, time logging, and file-sharing options. - Finance and Billing
Generate and send invoices directly from the platform. Accept payments online through integrations with Stripe and PayPal. You can also set up recurring payments for subscriptions. - HR and Team Management
Agiled includes tools for managing employees’ time, attendance, and productivity. It also supports payroll and provides dedicated employee portals. - Automations and Workflows
Automate repetitive tasks to save time and reduce errors. Set up workflows to streamline operations and improve efficiency. - Integration with Other Tools
Agiled connects seamlessly with tools like Zapier, ActiveCampaign, and QuickBooks. This ensures smooth data sharing across platforms. - Client Portals
Agiled lets you create secure, branded portals for clients. They can view contracts, invoices, and project updates easily.
Agiled Plans and Pricing
Agiled is available as a lifetime deal, making it cost-effective for long-term use. The pricing is divided into three tiers:
- Tier 1 ($89): This plan suits small teams. It includes essential features but has limits on automations and pipelines.
- Tier 2 ($178): Offers more pipelines, automations, and storage. It’s ideal for medium-sized businesses.
- Tier 3 ($267): Provides the highest limits, making it suitable for larger teams.
Every tier includes white-label features, unlimited client management, and integrations. Add-ons, like extra storage or teammates, can be purchased separately. A 60-day refund policy is included to ensure satisfaction.
Benefits of Agiled
- Simplified Business Management
Agiled combines multiple tools into one platform. This means you don’t need to switch between different software to manage clients, projects, or finances. Everything is in one place, saving time and effort. - Cost-Effective Solution
Agiled’s lifetime deal eliminates monthly subscription fees. You make a one-time payment and gain permanent access. This makes it a budget-friendly choice for small businesses. - Customizable for Your Brand
The white-label option allows you to personalize Agiled. You can add your logo, colors, and branding to make it feel like your own software. - Automation Saves Time
Automating repetitive tasks reduces manual work. Workflows ensure that tasks are completed consistently and efficiently. - Better Client Experience
Clients can access a dedicated portal to view invoices, contracts, and updates. This improves communication and builds trust. - Enhanced Productivity
Features like project templates and time tracking help teams stay organized. Everyone knows their tasks, deadlines, and progress.
Use Cases of Agiled
- Freelancers and Consultants
Freelancers can use Agiled to manage invoices, proposals, and client contracts. Its CRM helps keep track of leads and communications. - Small Businesses
Small companies can streamline operations with Agiled. From managing finances to tracking employee productivity, it covers essential business needs. - Agencies
Agencies handling multiple clients find Agiled useful for organizing projects. The client portal ensures smooth communication with clients. - Remote Teams
Businesses with remote employees can track attendance, manage tasks, and handle payroll in one place. Agiled’s tools simplify team coordination. - Subscription-Based Businesses
Companies offering subscriptions can automate recurring billing. This saves time and ensures payments are processed on time.
Pros and Cons of Agiled
Pros
- Combines multiple tools into one platform.
- Offers a lifetime deal, reducing long-term costs.
- Easy to use with a clean interface.
- Supports integrations with popular apps like Zapier and QuickBooks.
- Includes white-label customization.
Cons
- Limited automation in lower-tier plans.
- Some features may require additional learning for new users.
- Add-ons like extra storage or team members cost extra.
Features Comparison with Similar Tools
Agiled stands out by offering a combination of tools that many competitors lack. Here’s how it compares with similar software:
- Dubsado
Dubsado is also a business management tool but focuses more on CRM and client onboarding. Unlike Dubsado, Agiled includes HR features like attendance tracking and payroll. Agiled also supports project management, making it more versatile for larger teams. - HoneyBook
HoneyBook is popular for its invoicing and payment processing. While it excels in those areas, it lacks HR and advanced project management features. Agiled provides a more comprehensive solution by covering HR, automations, and integrations. - Plutio
Plutio offers robust task management but has limited features for HR and CRM. Agiled’s white-label customization and broader feature set make it a stronger contender for businesses seeking an all-in-one tool.
How to Use Agiled
Agiled is easy to set up and use. Follow these steps to get started:
- Sign Up and Configure Settings
After purchasing a plan, log in and customize your account settings. Add your logo and adjust branding to match your business. - Set Up Your CRM
Import client data using CSV files or connect your existing CRM through integrations. Create pipelines to manage your sales process. - Organize Projects
Use project templates to start new projects quickly. Assign tasks, set deadlines, and track progress on the dashboard. - Create Invoices and Contracts
Generate professional invoices and contracts. Share them with clients through secure links or email attachments. - Automate Workflows
Create automation rules to handle repetitive tasks. For example, send payment reminders automatically when an invoice is due. - Track Team Performance
Use HR tools to monitor attendance, manage leave requests, and track productivity. The time tracker helps ensure accountability.
Why You Should Choose Agiled
Agiled is a smart choice for businesses looking to save time and reduce costs. Its comprehensive feature set makes it suitable for various industries, from freelancers to agencies. The white-label option is a bonus for businesses that want their software to match their branding. With one platform handling CRM, HR, and project management, it simplifies business operations.
User Feedback on Agiled
Users have shared positive experiences with Agiled. Many appreciate its all-in-one functionality, which reduces the need to use multiple tools. Small business owners highlight the ease of creating invoices, managing projects, and handling client communications in one place.
Freelancers find Agiled useful for keeping their work organized. They value the ability to track time, automate tasks, and send professional proposals. Agencies also benefit from Agiled’s white-label features, making it easier to maintain brand consistency.
However, some users mention a learning curve for understanding all the features. Beginners may need time to explore the full potential of the platform. Others suggest that the automation limits in lower-tier plans could be improved.
Overall, users agree that Agiled provides excellent value for the cost, especially with its lifetime deal.
Frequently Asked Questions
1. Can I use Agiled to manage multiple businesses?
Yes, Agiled supports managing multiple brands. Each brand operates independently and has its own billing. However, teammates need separate invitations for each brand.
2. Does Agiled include payment integrations?
Yes, you can integrate payment gateways like Stripe and PayPal. These allow you to process payments directly through Agiled.
3. Can I automate tasks with Agiled?
Yes, Agiled lets you create automation workflows. These help with repetitive tasks, such as sending reminders or updating statuses.
4. Is Agiled suitable for remote teams?
Yes, Agiled includes HR tools for tracking attendance, managing leave, and handling payroll. These features are helpful for both in-office and remote teams.
5. Does Agiled offer a free trial?
While the lifetime deal doesn’t include a free trial, Agiled occasionally offers trial options. You can also explore their features through detailed guides and tutorials.
Final Thoughts on Agiled
Agiled is a versatile and powerful tool for businesses of all sizes. Its combination of CRM, HR, financial, and project management features makes it an excellent all-in-one solution. The white-label option allows businesses to personalize the software to fit their branding.
The lifetime deal is a standout offering, providing significant cost savings over time. While there may be a slight learning curve for new users, the platform’s features outweigh this minor challenge. Agiled’s integrations with tools like Zapier and QuickBooks enhance its usability, making it a valuable choice for those seeking efficiency and organization.
If you’re looking for a single platform to handle your business operations, Agiled is worth considering. Its affordability, functionality, and user-friendly design make it a strong contender in the market.
