If you had a dollar for every time you had to switch between tools to manage your leads, clients, projects, finances, and employees, you could retire comfortably.

But since there isn’t exactly a genie who grants dollars for inconvenient tasks, you’ll have to settle for the closest thing to magic.

Introducing a comprehensive business management tool that lets you manage all your processes in one place: Agiled.

TL;DR

Manage contracts, sales pipelines, proposals, contacts, projects, finances, and teams all in one place

Alternative to: Dubsado, Honeybook, and Hello Bonsai

Create invoices and estimates while tracking expenses and accepting online payments from one dashboard

Overview

Agiled is an all-in-one, white-label ready business management platform for managing clients, leads, finance, projects, tasks, employees, and more.

Agiled organizes your processes, making it easy to manage clients and leads with a white-labeled client portal for each client.

Add clients and leads with the built-in CRM or quickly import them through Agiled’s integrations with other CRMs. You can even create multiple sales pipelines right from Agiled’s CRM.

Agiled works seamlessly with HubSpot, SendFox, Asana, Plutio, Active Campaign, Freedcamp, Freshbooks, Xero, Quickbooks, Zoom, Mailshake, and more.

The platform even offers Zapier, custom webhooks and API, and Integromat integration, plus unlimited custom fields for accounts and contacts to store all your lead data in one place.

Use the built-in CRM to manage clients, leads, and sales pipelines!

Agiled’s comprehensive project management features make it easy for you to organize your projects and ensure on-time delivery.

Get started quickly and create projects with customizable project templates.

Start and manage all your tasks, dependencies, and milestones all on one dashboard, or create different workflows and automations to save tons of time.

The dashboard includes progress tracking, file sharing, and time logging features, making collaboration and meeting deadlines easier than ever.

Manage projects, create workflows, and automate tasks to make your business work for you!

Agiled also lets you send professional project estimates and invoices right from the platform.

After creating and sending an invoice, you can send payment reminders and accept online payments by integrating Stripe, PayPal, or Mollie.

Make accounting even easier by configuring ledger settings and using client subscriptions to bill clients on autopilot.

You can also use the Agiled financial dashboard to track and approve expenses logged by your team, and generate financial reports.

Create professional invoices and get paid faster, plus automatically bill clients with subscriptions!

Need to draft a contract? Create client contracts right in the Agiled contract dashboard, organizing them by category.

Add private notes in the contract, and send it to customers via a link or PDF email attachment for customers to sign online.

Plus, simple client onboarding flows mean less hassle for new signups.

Need to book a meeting to seal the deal? No problem. The appointment toolkit lets you schedule meetings with ease.

Get new clients onboard fast with intuitive flows.

There’s even more! Agiled also includes a comprehensive HRM where you can oversee your remote and in-office teams.

Track attendance, leave, time entries, holidays, and productivity, plus manage payroll right within the platform with the Transferwise integration.

Plus, each employee gets a dedicated white-label ready portal to log time, mark attendance, request leaves, and much more.

Effortlessly book client meetings with the appointment toolkit!

Who says you can’t have it all? (…besides my local froyo spot that lies on their “unlimited toppings” sign.)

With Agiled, you’re getting a comprehensive business management solution that lets your company run smoothly without ever switching tools.

Take a breath of relief and manage projects, contracts, leads, customers, finances, and employees all in one spot.

Get lifetime access today!

Plans & features

Deal terms & conditions

Check Lifetime access to Agiled Business Plan

Check You must redeem your code(s) within 60 days of purchase

Check All future Business Plan updates

Check Stack unlimited codes

Check Note: each additional code stacked unlocks 100 GB of storage

Check Add-on: $99 per 10 team members

Check Add-on: $70 one-time fee per 100 GB storage

Check Note: previous AppSumo customers who purchased Agiled can buy more codes to increase their feature limits

Check GDPR compliant

60 day money-back guarantee. Try it out for 2 months to make sure it’s right for you!

Features included in all plans

Check Unlimited leads

Check Unlimited clients

Check Unlimited integrations

Check Finance

Check Employees

Check Tasks & projects

Check Time tracker

Check Proposal

Check Contracts

Check CRM

Check File management

Check Quickbooks & Xero integrations

Check Automations

Check Sales pipeline

Check Subscriptions for clients

Check Email integration

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Specification

Last Update: December 26, 2022
Released: December 18, 2022
Tags: , ,

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