Agiled

Agiled offers an all-in-one business management platform with time tracking, invoicing, and project management features suitable for legal professionals.

Product Overview

Agiled is an all-in-one business management platform designed to streamline operations for service businesses. It integrates customer relationship management (CRM), project management, invoicing, contracts, scheduling, human resource management (HRM), and client portals into a unified system, eliminating the need for multiple disparate tools. This consolidation enables businesses to manage contacts, accounts, deals, projects, tasks, invoices, and more from a single interface, enhancing efficiency and collaboration.

Features

  • CRM: Manage contacts, accounts, and customer relationships with activity timelines and full context.
  • Deals & Pipelines: Track every deal from first conversation to closed-won with visual kanban pipelines.
  • Forms & Lead Capture: Build embeddable forms to capture leads and auto-create contacts, deals, or tickets.
  • Tickets: Manage support tickets, track resolution, and keep clients informed.
  • Client Portal: Provide clients with a branded portal to view projects, pay invoices, and submit support tickets.
  • Financial Management: Create professional invoices, send payment reminders, and accept online payments.
  • Estimates: Send quotes and estimates to clients, then convert accepted ones into invoices with one click.
  • Expenses: Track business expenses, upload receipts, and categorize spending for clean bookkeeping.
  • Project Management: Plan and track projects with kanban boards, lists, and calendar views.
  • Tasks: Manage tasks with multiple views, assignees, priorities, and due dates.
  • Time Tracking: Track billable hours per task and project. Convert tracked time into invoices.
  • Scheduling: Create booking pages, set availability, and let clients schedule appointments online.
  • Workflow Automation: Build powerful automation flows with a visual builder. Triggers, conditions, and actions — no code required.
  • AI Integration: Utilize AI assistants that work across all modules to draft proposals, summarize client history, and automate tasks.

Company Details

Headquarters
🇵🇦 Lahore, Pakistan
Founded
2019
Type
Startup Company
Pricing
Subscription
Deployment
Cloud