Hi, I like Agiled's overall concept, but so far, it’s coming across as more of a basic system than I expected. Before I invest more time in configuring everything, I want to ensure which essential features will be implemented.
1- What’s the ETA for the full accounting feature rollout? 2- Can we link a Deal to a Project and have updates reflected across both? 3- Are workflows or automations available between contacts, deals, and projects? 4- Can custom fields in Deals be calculated (e.g., expenses - income = profit)? 5- Are there plans to support calculated fields or conditional logic in any CRM areas? 6- Can clients see linked projects and deals inside the client portal? 7- What key features are launching in the next 90 days to support CRM-heavy businesses managing deals, projects, and client relationships?
Q: Accounting and CRM Features
Hi, I like Agiled's overall concept, but so far, it’s coming across as more of a basic system than I expected. Before I invest more time in configuring everything, I want to ensure which essential features will be implemented.
1- What’s the ETA for the full accounting feature rollout?
2- Can we link a Deal to a Project and have updates reflected across both?
3- Are workflows or automations available between contacts, deals, and projects?
4- Can custom fields in Deals be calculated (e.g., expenses - income = profit)?
5- Are there plans to support calculated fields or conditional logic in any CRM areas?
6- Can clients see linked projects and deals inside the client portal?
7- What key features are launching in the next 90 days to support CRM-heavy businesses managing deals, projects, and client relationships?
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Q: ACH
When will the ACH feature be live? I am having a difficult time understanding how to actually pay employees.
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Q: Will the Accounting feature be part of the LTD?
Please also provide more details and the timeline for this feature.
Asad_Ali
May 8, 2025A: Yes, it will be.
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Accounting feature has been in "development" for a number of years now. Don't hold your breath if it never gets released.
This will be released Dilic. If we commit something, we deliver it through there can be delays and priorities shuffle..
Q: reCAPTCHA
Do you have anyway of adding reCAPTCHA to prevent bots from filling out the forms?
Asad_Ali
May 7, 2025A: Hey
Not yet, but we are making it available in less than a week.
Thanks
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Q: Team members vs Employees
Can you please explain the difference between team members and employees?
Asad_Ali
May 7, 2025A: Its the same. Just introduced a better term for employees i.e. teammates.
Thanks
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