Agiled vs. Jotform Tables

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 worked well for me in managing students' data and enrollments in different courses. I also found it suited for managing emails for newsletters and trial classes that I posted on social media. I also ended up using it for accounting when I was managing my own startups. The customization of the whole experience makes it much better overall.

Incentivized

• Invoicing
• Business overview
• Contracts

• Flawless Integration with forms
• Customization
• Great user interface and user experience

Incentivized

• CRM
• Proposals
• Scheduling

• Mobile experience could be better
• Maybe better experience with other forms
• Version control

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.

I used Google Sheets and Google Forms before and was constantly frustrated with how clunky the overall experience was. The user interface in the other platforms is simply lacking, and this is where Jotform tables shine.

Incentivized

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

• Better data management
• Better user experience for enrollments through Jotform forms and to Jotform tables
• Simply a better visual experience that helped productivity

Incentivized