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 8.5 out of 10
Small Businesses (1-50 employees)
ClickUp is an all-in-one productivity platform. It’s a hub where teams can come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, and Whiteboard. Customized with just a few clicks, ClickUp helps teams of all types and sizes deliver work more effectively, to boost productivity to new heights. ClickUp aims to make the world more productive by removing friction caused by using many different applications. The platform boasts millions…
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.
As a CRM tool, ClickUp fit like a charm, due to it's easy to customize nature, made possible to have the CRM setup done in a week at nearly zero cost, required some programing knowledge from my end, but I made it possible. As a inventory management, we are now capable of controling our inventory deep down to every detail we feel necessary. As a task management tool, of course, it's the basic nature of ClickUp, but now we no longer need to poke each other shoulder and ask about the ongoing status of any given task, we open the dashboard and everything is there. We now use this time to interact more and do other stuff.
We're very pleased with how the system works in general. For over a year we've barely ever had any problems with ClickUp and there might have only been one or two times when it wasn't operational for us due to a global emergency. Moreover, when we had a problem once with renewing our licenses we've been contacted directly by our account manager and taken care of in a very professional way (with a due refund as well). The exceptional customer service makes us firmly believe that ClickUp is just the right tool for us.
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.
Far easier to use than any other PM tool. ClickUp is incredibly intuitive and had us saving time and energy within the first week of implementation. In my opinion, PM software should make it easier to focus on the deliverables - it shouldn't take all your time and energy to learn how to use the tool in the first place. ClickUp is a user-friendly tool that actually helps us focus on what's important.
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.
I understand that it's a beast and does a lot of things, which is probably why it's laggy. But I do find it takes longer than I'd like to load, and if I am sending a complex document to a client or team member they aren't quite sure if they're getting the right thing at first. This is actually a pretty significant problem - my biggest beef with ClickUp.
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.
ClickUp support is incredible! They respond quickly with any questions about my issue, provide a timeline, and elaborate on how they will solve my problem. They are incredibly respectful and accommodating. Whenever I run into an issue, I know that ClickUp support will be happy to answer any questions and help my team out. When I start a support ticket, I know that I won't be getting sent article recommendations, I will be speaking to their customer support team immediately
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.
Using ClickUp is fairly easy. There are multiple guides on how to use all of the functions in the system. An organization wanting to start working with ClickUp should simply try it out and see how it would like to adapt its workflow to the possibilities the system gives the users.
They are all very similar, but ClickUp was easier to use. The UX design is great, everything falls into place. I didn’t have to train anyone from the team on how to use it. They easily understood how it works. It’s simple, clear and straightforward. Every move you make, it’s actually what you expect it to do.
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.
ClickUp has had a positive impact since it has allowed the Global Operations Department to have a consistent collaboration by having this app as a repository of Projects and Programs, which has enabled a faster synchronization and stronger collaboration to better allocate resources.
A positive impact is a faster and clearer prioritization process for the executives since this app allows you to have a full picture of what's going on across the board.
