scottesmac

Verified purchaser

Deals bought: 93Member since: May 2020
5 stars
5 stars
Sep 28, 2020

Agiled - The Comprehensive Business Solution I Have Been Looking For

For me, the first test of any new software before purchasing is the ease of use. I do not read any documentation in the beginning. One of the critical factors for me is that the software should be so intuitive that I don't need to read the manual, or the interactive help is context-sensitive when I do need it.

I took Agiled for a test drive on Friday night. I checked out all areas after the initial onboarding Q&A. In less than 30 minutes, I had my company information, logo, invoices, estimates, and credit memos configured and ready to go. In the first hour, I was able to:
-Add a client
-Create my first Estimate and Invoice and test sending them via email.
-Configure my payment gateway
-Create a test project
-Create a few tasks (Kanban board feature is excellent!)
-Review all other areas of the system.

I never had to go to the documentation once! Other areas that I checked out will take a bit more time to test and configure, but I did work with them to see how they would work. These included:

-Contracts - this took a bit of figuring out, but I created a test. The contracts are professional looking and give the client the ability to view online via the Client Portal, download the agreement, or digitally sign it. I haven't found a way to have the agreement header use the same branding of the other documents in the system (invoice, estimate, etc.).

-Proposals - The proposal builder is quite flexible from what I can see. It will take some time to get the proposal just as I want it to look. I have seen another digital proposal service charging quite a bit per month. Having this in Agiled is fantastic and a cost saver. Proposals can also be viewed by the client online, downloaded, and digitally approved.

Other features that are excellent useful additions that I plan to implement are:
-Custom Domains for white labeling and branding
-Email Templates - A HUGE time saver!
-Products / Services - clients can purchase produces and services directly from the client portal!
-Reports
-Forms - You can create any form you like in the forms builder. These forms can be publically accessible so that your clients or others can access them.

Key Takeaways:
1. Comprehensive
2, Configurable
3. Flexible
4. Fast! (Agiled responds quickly between different sections without waiting)
5. 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.
6. A responsive and helpful development and customer service team.
7. Rapid implementation of new items
8. An exciting roadmap of new features on the way.
9. A growing list of third-party integrations and automation that will extend the power of Agiled.

Coupled with the excellent buy-in price for lifetime use, Agiled was an easy purchase decision!

Founder Team
Asad_Ali

Asad_Ali

May 16, 2024

Thank you so much for the support and for the kind words. We are trying to make our platform more intuitive for the users so they don't need any help in getting started.

We will keep adding improvements to our platform and I hope that you like our future updates as well and stay with us for a long time.

Thanks.

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