Agiled is presented as an all-in-one business management app, supporting task and project management, and including a CRM, from the company of the same name in Houston.
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ClickUp
Score 8.7 out of 10
Small Businesses (1-50 employees)
ClickUp is a productivity platform that brings together work apps, data, and workflows. Also presented as a Converged AI Workspace, ClickUp eliminates work sprawl to provide context and a single place for humans and agents to work together. The platform currently boasts over 20 million users worldwide. ClickUp Brain² is deeply embedded into the workspace, offering conversational intake for project scoping and autonomous task generation. It can transform brainstorming docs…
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 has been great for all of my needs - tracking elaborate tasks/subtasks and their timelines, instructions, time spent, reporting on time, etc. I did try to use it for lesson planning and time tracking for homeschool and it got too hard to view and keep track of all the automations I had set up and if they were firing at the right times. But that's the only time I can think of where it didn't really work for what I needed!
It has been a game-changer in terms of project tracking, as animation is a demanding product that requires multiple layers of analysis, revisions, tracking, scheduling, etc. ClickUp simplifies many approvals as anyone can easily add items, and you can tag the people who need to look at them.
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.
In general, I think the usability is probably great. The reason I didn't give it as high of a score is because at the last 2 companies I worked at, they each used different software. So I was already used to those. Learning their UI isn't hard, but always a little annoying to learn something new.
For over a year ClickUp was unavailable to us just twice for a couple of hours. I would say for a system this big and working globally that was a minor issue. They managed to fix all the issues within a couple hours and then it was back up and running perfectly fine.
The speed of ClickUp is average to be honest. This is one of the biggest flaws of the system, sometimes it's also lagging a little bit but we also have a lot of documents, lists etc. on our workspace. However, with the next version of ClickUp I've seen they are planning to increase the speed by almost 500%, probably by changing the technology, so I am more than looking forward to it.
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 started using ClickUp when it was what most would consider a baby company. There were the occasional bugs that made working in ClickUp a little bit of a headache, but the support feature allowed me to chat with a real persona and communicate my issues. I would always get prompt support and someone willing to really help me, not just point me to FAQ pages. Not feeling like a number really makes a difference.
There are multiple guides on literally all of the functions you can find within the system, therefore it's easy to learn anything you'd really like to use, starting from project and people management, down to Gantts, mind maps, time tracking, inviting Clients as guests to work with you on the projects and so much more.
Start small. Don’t try to build the most elaborate plans first. Resist the urge to get into Gantt charts if no one is used to them. Just get work written, add dates and assignees, and start getting used to it. If you did not use a work management tool before, you need to be gracious with yourself about the fact that you likely do not have the muscle memory for working this way yet. But you will get there.
And leverage people who know it if possible. Look for ClickUp experts and vendors. They can really supercharge your effectiveness at building the tool out and speed up the process.
For me the customizability of ClickUp was unmatched. It really felt like there was no limit on what I could use it for and how I could organize things. For specific features, their Docs are really my favorite part. The customizability and ability to directly link to related tasks/docs/etc. is incredible. The closest I've found to it is Notion, but Notion is not as user friendly and doesn't offer all of the other capabilities that ClickUp does. When I first started using ClickUp, their pricing played a huge factor too. I thought their pricing was the most reasonable given the number of capabilities it came with. However, that's definitely changed over the years. They have a bad habit of moving certain functionalities from one tier up to a higher one. Or they put a one-time usage limit on a certain feature and once it runs out, you're forced to upgrade. Their pricing has become less competitive because of it
Scaling with ClickUp is superb. If you create a workflow best suited for your organization then it's all about creating new accounts and teaching the new employees the workflow you're using. It's that simple. There is no black magic when it comes to Clickup.
Allow us to provide reports and updates via computer to leadership.
Leadership in our organization have praised IT for the use of ClickUp because the tool is exactly what was needed. Before, we were depending on spreadsheets to keep track of work.
ClickUp brings organizatins together in ways that other software has not. It provides everything we lacked and needed to get out organization up to the standard as other large universities.
