Agiled
byAgiled
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.
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