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Agiled Questions

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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?

GetMASHNow.comPLUSMay 11, 2025
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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.

erin.mMay 9, 2025
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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.

AnjeLMay 8, 2025
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Founder Team
Asad_Ali

Asad_Ali

May 8, 2025

A: Yes, it will be.

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Q: reCAPTCHA

Do you have anyway of adding reCAPTCHA to prevent bots from filling out the forms?

andre070PLUSMay 7, 2025
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Founder Team
Asad_Ali

Asad_Ali

May 7, 2025

A: 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?

SaintLeoPLUSMay 7, 2025
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Founder Team
Asad_Ali

Asad_Ali

May 7, 2025

A: Its the same. Just introduced a better term for employees i.e. teammates.

Thanks

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