Agiled vs. Buildertrend

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.

Buildertrend was made for a specific industry (building) and so I would recommend it to anyone in that industry, with the exception of Sales and Marketing. But for everything else from the financing to the permitting to the construction and all else, Buildertrend is exactly what our team has used and will ALWAYS use. Even with our decision to use other systems for Sales and Marketing, we have never given one thought to taking Buildertrend out of our process. We will always be with Buildertrend.

Incentivized

• Invoicing
• Business overview
• Contracts

• Manages in one place - crucial for organization.
• Professional, across the board it provides companies with a seamlessly organized and flawless presentation - to subs/vendors/owners/etc.
• Time Saver - you don't have to dig around through files/create templates/flip through your contact binder - it's all there.
• Practical tools- designed for contractors. You get what you need - period.

Incentivized

• CRM
• Proposals
• Scheduling

• Onsite consultants. There is a demand for this service that is great enough to allow outside BuilderTrend Super-Users like me to partner with BuilderTrend and make this a reality.
• As their company grows, their support needs to grow as well.
• Provide incentives for Super Users that are helping BuilderTrend acquire new business. Advocates should be their best friend.

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.

Its simple to use and intuitive. The level of support that we have from online videos, to access to customer support, and the ability to call anyone at anytime on the main line has been invaluable to utilize and not get stuck on something you don't know yet. We've never not had anyone that couldn't respond in time for us.

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.

I highly recommend. The only suggestion I have would be to offer a free trial. They do offer a 30 day money back guarantee. The price point isn't daunting if you have had a 100 % no strings attached/no effort to cancel or try to remember to get your money back - no strings attached chance to try out the product. Especially for such a big purchase decision, I think Buildertrend would see an incredible increase in sales. They have the value and companies just need a chance to see it first hand.

Incentivized

The program has outstanding customer service. With project scheduling, project management, financial management, customer management, and service management capabilities in a single suite, there's really not much this program can't do! Owners generally love the use of this software as well, giving them the ability to view daily logs, photos, schedules, etc.

Incentivized

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

• The prior year cost me roughly $4300, which was barely reasonable for my volume. Some clients liked the format, some hated it and didn't participate. In my experience, few subcontractors or suppliers embraced the program, severely limiting the effectiveness.
• For the coming year the fees would have exceeded $17,000, far too much for a program with limited client, employee, and subcontractor appeal with as small a volume as I have.
• Honestly, for the last year, I feel they've been a burning tire hung around my neck and I regret not cancelling them in early 2019, I'd have $10,000 more in my pocket and no significant negative impact.
• I did appreciate the daily log as a way to report on progress, but less than half my clients made use of this option.