Name: Amazing CRM Hubspot/Salesforce watchout
Item: Agiled
Rating: 5
Author: WDIMcKenzie

Group

Software

Operations

Sub category

Productivity

Product tag

Business productivity

Product type

Best for

Small businesses

Alternative to

Dubsado

Honeybook

Integrations

Asana

HubSpot

Plutio

Quickbooks

SendFox

Operating system

macOS

Browser-based

Android

Allows Existing Accounts

Unlimited leads, clients, and integrations

If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates

You must redeem your code(s) within 60 days of purchase

Available for new Agiled users and returning AppSumo purchasers

Previous AppSumo customers who purchased Agiled can buy more codes to increase their feature limits

Previous AppSumo customers will be grandfathered into any new features and feature limits

Each additional code stacked beyond code 10 unlocks 100 GB of storage, 1 email connection, 2 pipelines, and 5 automations

Optional add-on: An extra 100 GB of storage for $199

Optional add-on: An extra 10 teammates for $199

Agiled Terms & Conditions

Help center

Blog

Roadmap

Help documentation

YouTube

Founder's Update from Agiled!

Founder

Agiled Founder Update: November 12th 2024

Agiled FAQ's

Message From The Founder

Important Update 🚨

<h4><b>Agiled is an all-in-one, white-label ready business management platform for managing clients, leads, finance, projects, tasks, employees, and more.</b></h4><p> 

</p><p><div id="pdp-story-inline-video" class="story-inline-video"><iframe
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<p>Agiled organizes your processes, making it easy to <b>manage clients and leads with a white-labeled client portal for each client</b>.</p>

<p><b>Add clients and leads with the built-in CRM </b>or quickly import them<b> </b>through integrations with other CRMs. You can even create multiple sales pipelines right from Agiled’s CRM.</p>

<p>This platform works seamlessly with HubSpot, SendFox, Asana, Plutio, Active Campaign, Freedcamp, FreshBooks, QuickBooks, Zoom, Mailshake, and more.</p>

<p>You've even got access to Zapier, custom webhooks and API, and an Integromat integration<span style="font-family: Arial, sans-serif; font-size: 11pt; white-space: pre-wrap; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0);">—</span>plus, unlimited custom fields for accounts and contacts to<b> store all your lead data in one place</b>.</p>

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<h5 style="text-align: center; "><i>Use the built-in CRM to manage clients, leads, and sales pipelines.</i></h5><p>Agiled’s comprehensive project management features allow you to organize your projects and ensure on-time delivery.</p><p>You'll be able to get started quickly and <b>create projects with customizable project templates</b>.<br></p>

<p><b>Start and manage all your tasks, dependencies, and milestones</b>&nbsp;from one dashboard, or create different workflows and automations to save tons of time.</p>

<p>The dashboard includes progress tracking, file sharing, and time logging features, making collaborating and meeting deadlines easier than ever.</p>

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<h5 style="text-align: center; "><i>Manage projects, create workflows, and automate tasks to make your business work for you.</i></h5>

<p>Agiled also lets you <b>send professional project estimates and invoices </b>right from the platform.</p>

<p>After creating and sending an invoice, you can <b>send payment reminders and accept online payments</b> by integrating Stripe, PayPal, or Mollie.</p>

<p>Make accounting a cinch by configuring ledger settings and using client subscriptions to<b> bill clients on autopilot</b>.</p>

<p>You can use the financial dashboard to<b> track and approve expenses logged by your team</b>, as well as generate financial reports.</p>

<p>
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<h5 style="text-align: center; "><i>Create professional invoices and get paid faster, plus automatically bill clients with subscriptions.</i></h5><p>Need to draft a contract?<b> Create client contracts </b>right in the Agiled contract dashboard, organizing them by category.</p>

<p>Add private notes in the contract and <b>send it to customers via link or as a PDF email attachment </b>so they can sign online. 'Cause simple client onboarding flows mean less hassle for new signups!</p>

<p>Need to book a meeting to seal the deal? The<b> </b>appointment toolkit lets you<b> schedule meetings in minutes</b>.</p>

<p>
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<h5 style="text-align: center; "><i>Get new clients onboard fast with intuitive flows.</i></h5>

<p>And that's not all! Agiled also includes a comprehensive HRM where you can <b>oversee your remote and in-office teams</b>.</p>

<p><b>Track attendance, leave, time entries, holidays, and productivity</b>, plus manage payroll<b> </b>within the platform using the Wise integration.</p>

<p>Best of all, each employee <b>gets a dedicated white-label ready portal to log time</b>, mark attendance, request leaves, and much more.</p>

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
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<h5 style="text-align: center; "><i>Effortlessly book client meetings with the appointment toolkit.</i></h5>

<p>Who says you can’t have it all? (...<i>besides my local froyo spot that lies on their “unlimited toppings” sign.</i>)</p>

<p>With Agiled, you’re getting a comprehensive business management solution that lets your company run smoothly without ever switching tools.</p>

<p>Manage all your business processes in one spot.</p>

<p><b>Get lifetime access to Agiled today!<br></b></p>

An integrated white-label platform that consolidates and streamlines all your business operations

Manage all your business processes

Not my kind of product

Awesome Tool

My best purchase on appsumo

Love it!!!

Amazing CRM Hubspot/Salesforce watchout

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