Agiled Reviews

Setting up Agiled literally took me 10 minutes from start of set up to sending first invoice. It's dead simple and the on-boarding was very intuitive. Everything I need is under ne roof, drawing from one Database and no more duplication of tasks, data or input. I wish I would have done this a long time ago rather than justifying my investments in all the other systems.

So far, I havent found anything not to like. I'm not glossing this over. From where I sit, for my needs, it's got everything I need and a whole lot of features I think I'll never use. My proposal Software is still far more polished so I'll likely continue using it but unfortunately, it doesnt integrate with Agiled (or anything else) because it doesn't offer Integrately.

Wow, what and amazing product kt is already, and they are adding more to it everyday. Like its already full but they are making it bigger and still adding to it. So much power, functionality and features in a single platform makes life and business so easy to manage. Truly as they say is is an all in one platform for all your accounting, crm, and business needs. The best of all is that it comes with 100% white-labeled option and you can resell it to your customers too.

Haven't yet got one, because whenever I run over a bug or a missing feature, i contact support and that missing thing is already there after few hours or minutes. There is a solution for all your needs. The only con is that the team is working really hard and maybe they are not even sleeping for an hour.

I am a freelancer and I work with a lot of clients. I love that Agiled is a platform that helps me keep track of all the different clients I work with. It is also a great tool for my clients because they can see how many hours of work I've completed on their behalf and what is the status of all of my projects. I can easily compare different estimates and see how much more or less I am being paid compared to my expected pay.

I dont like itsDashboard and it mobile app is very buggy. mobile app is not usable.

The fact that it does everything! It also has a Whitelabel feature. Very professional!

Design-wise, cosmetically it could look more modern, but as long as it works, it's all good!

Very easy to use, intuitive. Has all that I need to run my business within one platform. Was also able to cancel at least 4 other subscriptions (vCita, Toggl, SuiteDash, Chat-bot subscription); and I can see that I'll probably cancel some more.

Hmm... I'd like to be able to set "hot-links" - for example, I use the Projects and Contacts option dozens of times daily. I'd love to be able to have these two somewhere on the top of the page, and NOT have to click each time on a main heading so the drop-down opens, then click these... It is NOT a biggie, but it'd make life just a tad easier :)

Being able to provide tools to run most of the day-to-day business management.

Invoice customization No Email module No Email tracker

Automation, billing, tasks all in one CRM even with ticketing

Customizations Recurring invoices to be more flexible with reminders etc Filtering invoices by recurring

I love that the software has kanban and Gantt capabilities for project management. As I grow my team this is making it easier to see when projects are due.

I would love to see an app for clients to log in and I am not able to create a standard template for the filing system I would like my clients to have for financial reports.

First, It's an all in one app. The most notable feature that I like is the CRM, Project and Task Management, the white label option. As an admin, I can change access role of each team, i can hide features that is not needed for a team or for an individual.

They need to improve the native mobile app. Though I heard they are releasing a new update.

So far the ability to have an alternative to QuickBooks and yet integrate a CRM is priceless, on top of that have it whitelabeled.

The translation is spanish is done by AI and therefore a little rocky! But still better that having non English team members have no clue what it says.

I setup CRMs for several types of clients, and having the ability to customize the White Label, and change the colour of the branding was great for started. Then being able to customize the various piples, the fields in various sections and then automate the who process? So INCREDIBLE!

I wish there was a Kanban module for the pipeline, but its coming as its listed in the Road Map. As well when creating new fields, I was I can drag and drop the order, than to redo them. I would rather drag them around, but that too is coming. its on the roadmap! I justy can't believe the roadmap is open to all their users to add the improvements. A M A Z I N G !!

Comprehensiveness, Ease of use for non-techies Built-in chat option

It would be nice if a webinar module can be integrated in the future. Comprehensiveness is what I like best about this tool

The ease of integrating leading SaaS tools into Agiled and the client contact system.

The inventory items feature requires work, but I'm told it's in the pipe line.

Hi Brett, Thank you so much for the review. We are adding more features to make it the most complete business hub. I hope you will like the updates. Thanks.

Agiled has outperformed every business tool I have tried by consolidating so many features that I needed into a straightforward dashboard, removing the need for many SaaS tools that often don't integrate well.

You will need some HTML/CSS skills to fully take advantage of the White Label service.

I love how many different tools are packed into one platform with Agiled, from proposals to invoicing to CRM to project management. I don't enjoy paying different providers for each of these tools separately, so I love that Agiled brings them all into one convenient place. Many platforms claim to excel in this area, but Agiled really does a great job of providing a useful selection of tools.

There's nothing I specifically dislike about Agiled, although there are certain features that I can't wait for the company's team to create. I'm looking forward to their scheduling toolkit so my team can book meetings with clients and prospective clients. I'm looking forward to several integrations, and I would love if they can add certain functionality like conditional logic to forms.

Coming from a project management tool that was similar but lacking in the reporting, automation and HRM features - I was pleased to find Agiled.

I can tell it lags in a few places and I found some bugs when trying to put together proposals

Deep ERP level functionality in a small package

Trying to offer too many tools under one roof

Key Takeaways: -Comprehensive -Configurable -Flexible -Fast! (Agiled responds quickly between different sections without waiting) -Fun. Yes, fun! I enjoy working in Agiled. Part of that is because I do not have to jump between various apps to do my work. -A responsive and helpful development and customer service team. -Rapid implementation of new items -An exciting roadmap of new features on the way. -A growing list of third-party integrations and automation that will extend the power of Agiled.

I can't say this is a "con" but there are SO many features that it is easy to get overwhelmed. If you take it step by step and follow the path that has been incorporated by Agiled you will be good. I think there could be more integrations with other third party products but they are adding new ones all the time.

Almost everything we need is truly found in this one app. The most important features from all the other software we tried (Monday, ClickUp, Dubsado, various other LTD's) are in here and fully functional. We have a client portal finally!

Right now I'd really like the Xero integration to be functional, It's the first integration I need and it says it is the only one that is temporarily disabled. Once that is working and can sync my clients and their current invoices and paid invoices this software will be super slick for us. A few complaints from clients are too many emails (pretty sure there is a setting to fix this) and they can't paste images in the chat like they can in an email.

Combining so many other products saves so much time and money.

Setup was a little wonky and the email integration had issues

I love the flexibility of this CRM. I have been able to customize my CRM to fit my business needs. The integrations are easy to use and I love the reporting feature. I am able to keep track of each and every task and event that takes place in my business. I am able to see my revenue and see what I need to improve on. I am able to see my hours and see how I can organize my time more efficiently. This is a great tool for SMBs that want to automate their business and create a central view of their work.

What I dislike about the product right now is the learning curve it takes to be able to fully configure everything so that it is customized to fit my business needs. However, there's plenty of knowledge base available to be able to learn quickly the platform and the plenty features it offers as an all in one tool.

I started using the app and so far iets great! A lot of tools all in one place and easy to use. Support is very fast and to the point just the way i like it. I also like how I can track my invoices and store all my important documents and contracts! Also they are very active in adding new features + their roadmap is also very promising. You can upvote features they have planned and submit new idea's! Also they have a good database of documents and videos of how to use Agiled. Great value for money! + it's in my own language. At this price point really a no brainer! 🔥🔥

As of yet i haven't really found anything that i dislike about the product other than it's massiveness. It's really a lot of tools you can utilize in one place. Setting everything up precisely the way i want it to look, feel and work does take a lot of time but in the end it's all worth it.

When you own a small design agency, you accumulate a range of software that you use to manage your daily tasks. My goal was to find something that would be easy to customize and integrate with my existing services. Something I could also redesign to fit my brand's style. Within 24 hours after purchase, I had my own white-label client portal ready. Furthermore, I wanted a system that had readily available...

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Currently, the integration with Zoho Books is a little wonky and having issues but the support team is responsive. Overall no issues with Agiled as of now. Looking forward to more integraions in the roadmap like Wordpress Plugins and WooCommerce.

Currently settled on Agiled and moved our CRM and Invoicing completely over to Agiled. the team is constantly improving the product and updating it. includes CRM and Invoicing features. overall it's not difficult creating accounts/contacts and generating invoices, there's mobile app, which s useful. (personally use Android app) although it's lacking some functions of the full online app.

The UI/UX could use some attention. as mentioned above, its not difficult using CRM/Finances (invoices) but it's not the easiest. simple changes such as easier access to Create contact/client/invoice makes a difference. the UI looks dated, compared to other players in the market today.

Ease of use, SO many features. It's point and click and keeps our team on track.

I'd like to add custom columns that show under the client view without having to open the client record.