Agiled vs. Bitochon Sales CRM Portal

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.

It is really suitable in case of enterprise sales as it helps reduce wastage and makes the process lean, it emulates the quality of the prerequisites of an ideal CRM and does it really well, it also helps in reducing the extent of work for the entire sales channel, easy to integrate with other dashboard panels, not ideal for a highly data based model as duplicacy is a big factor.

Incentivized

• Invoicing
• Business overview
• Contracts

• Manage Leads, Client Conversions, Touch up points and all other order data.
• Integration with other platforms such as Vinculum etc provides ease of work.
• Ease of Analysis of performance and matching of targets.

Incentivized

• CRM
• Proposals
• Scheduling

• Has a bit of redundancy and data duplicity problems, different employees can make duplicate entries for same clients
• Sometimes non-responsive glitches appear
• Different users see different data for same clients sometimes

Incentivized

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.

Bitochon stacks up almost equally with zoho in most of the applications and functions for the sales team although zoho has better dashboard management and ease of analytics as compared to bitochon but bitochon stacks up easily as the better one in terms of api integration and ease of operation.

Incentivized

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

• Has really improved the productivity of the entire sales channel and operations team
• Ease for accounts and other software integration
• Improves overall interconnectivity of all departments

Incentivized