Agiled vs. MCA Suite

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 is a good tool for smaller companies entering the MCA space, but doesn't scale all that well, and provides limited options for reporting customization.

Incentivized

• Invoicing
• Business overview
• Contracts

• They have lots of detail on the deal pages.
• It allows for multiple internal and external users.
• It has global search functionality.

Incentivized

• CRM
• Proposals
• Scheduling

• Poor reporting.
• Filtering is clunky.
• They could improve on data visualization.
• Renewal advances that are not refinances are difficult to manage.

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 haven't used any others.

Incentivized

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

• We've been able to grow our working capital program over the years with the help of MCA Suite.
• Data management is difficult, and we struggle with reporting.
• We have granted merchants dedicated to their advances for tracking purposes.

Incentivized