Agiled vs. mSalesApp

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.

Very useful solution prior, during, and after meeting client

• Prior--Useful to know everything about the client prior to meet up, including buying patterns, credit history, last order, etc.
• During--Instant order undertaking, promote new or slow moving stock, collections on the go
• After--Advantage of not having to duplicate entries (such as handwritten orders) reduces followup activity

• Invoicing
• Business overview
• Contracts

• Realtime access to inventory, including promotions and help to sell more and sell better
• All customer information and history in the palm of your hand ensures better and more efficient service
• Totally eliminates paperwork; sales team does not have to carry paperwork or duplicate entries
• Immediate order undertaking with customer sign on glass confirmation

• CRM
• Proposals
• Scheduling

• Would like it to expand in to a mini ERP with other modules such as CRM, WMS, TMS

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.

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

• Very positive and instant impact with accuracy and efficiency
• Overall objective achieved with immediate increase in sales and revenue
• We experienced ROI with three months