Agiled vs. EPM Live

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.

I think EPM Live might be the right solution for a much smaller company, who does mainly business to business material sales. As a software company with a ramped subscription model and heavy use of Salesforce, it was not well suited to our business.

• Invoicing
• Business overview
• Contracts

• Fantastic project management features
• Cost and Resource management features more than paid for the software
• Social Collaboration tools improve communication between departments

• CRM
• Proposals
• Scheduling

• This is a solid product. I do not have any suggested changes based on our experience. Cannot understand why there are any negative reviews here. The reviewer(s) must not have given the product a fair chance.

The product is just not fitting our needs so we are looking at other alternatives. The system has gone down 3 times in the last 6 months and was down for at least half a day, timesheets have duplicate tasks, and it takes too long to save and submit. When trying to process updates it randomly changes our dates so we have to go back and fix them, sometimes tasks are lost and the system is just very confusing and hard to manipulate

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.

We get support when needed.

Incentivized

EPM was easier to use, with better and simpler UI. The product was also a great combination of price and functionality compared to other tools

Incentivized

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

• We had to pay EPM for a solution that was, for our business, unusable
• We gained much needed experience in working with third party software vendors