CMCA
CMCAPLUS

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Deals bought: 324Member since: Aug 2021
5 stars
5 stars
Sep 13, 2021

Agiled has arrived!

Agiled is highly customizable from UI to templates for business use.
It's perfect for entrepreneurs who need 1 system to deliver a project from start to finish.

Clients go from (cold) leads > prospect > happy customer > support(email, ticket, chat box).

Data fields for clients are quite detailed from personal data, to social media handles, to notes that you like to keep on them.
Converting a cold leads to a warm prospect and to a paying client is just 1 click.
Search results within the system are quite fast too.

Agiled looks simple from the get go, but the moment you drill deep, you’ll notice features that you didn't know existed prior.
I have only touched 30% of the agiled, but I know this saas solution is a keeper.

Calendar booking, payments, process, integration etc are all there.

Builder for proposal is quite decent for a system like this.
They have a concept of a marketplace where you can download templates on proposals & contracts.
Outgoing email can be customized to your liking and you can create template based on general, CRM, internal team, contract email conversation, etc
Apart from Agiled's own generous storage, you have options like google drive, aws, dropbox too.
Theme can be completely changed to your liking. I am liking this one feature a lot.

Overall it looks like a complete solution especially for solopreneurs.

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