Agiled vs. Paytronix Customer Experience Platform

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.

Paytronix has been a helpful partner in maintaining our loyalty and gift card programs. The company can assist in the building, executing, and reviewing of customer outreach "campaigns," whether it is a temporary promo or basic point collection. We appreciate the partnership we have created with our customers and other business. They ask for users' feedback and take it seriously.

Incentivized

• Invoicing
• Business overview
• Contracts

• Online agency for customers
• Excellent web services for administration
• Detailed customer service reports
• Fraud detection
• Number of reports available
• Customer service available

Incentivized

• CRM
• Proposals
• Scheduling

• Building reports could be easier
• Integration with some systems can be tricky
• Account filters for reports
• Could be better at outreach to customers

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.

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

• Helps us establish customer loyalty for those new to the area
• Assists in building sales for the next quarter with gift card promotions we run
• Brand loyalty

Incentivized