Actionspace vs. Agiled

When you have many projects with different people on them Actionspace is well suited to handle that

Incentivized

Agiled is suited for submitting contracts and getting them signed quickly with the help of their public links and digital signature features. It is also well suited for submitting invoices to clients and getting them paid with their PayPal and Wise integration. Organizing and keeping track of a large database of clients and leads may be difficult since the CRM doesn't currently support email and message tracking per client but does offer multiple clients per project which is helpful for managing complex projects with multiple team members and clients.

• User customization for each individual and their responsibilities
• Great support staff and update capabilities
• You can see the early stages of the project and see it through in a clean and organized way

Incentivized

• Invoicing
• Business overview
• Contracts

• Sometimes anyone who has touched a project still receive notification even if they don't need it
• Having to manually enter information from other areas

Incentivized

• CRM
• Proposals
• Scheduling

While some of the book keeping features of Agiled have helped me to keep my business in order and provide contracts and invoices to my clients online so we don't need to meet in person every time, the main reason I bought Agiled was to keep track of leads and client communication to better understand what is and isn't working in terms of lead acquisition. This has not been easy since Agiled still can't track communication well and is still clunky when viewing and organizing contacts. I hope it will improve as the team behind it seems to be working hard.

Every time I reach out to Agiled they get back with me very quickly and seem to want to help me. They are constantly releasing updates and improvements which makes me hopeful for the future. I look forward to the day automation and CRM improvements are made. This will be a game changer.

• Better keep track of contracts
• Better understand income and expenses
• Centralized business details