Agiled vs. SmartSuite

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 best suited to be a google alternative for a google drive due to its multiple functions. Can add action items, upload multiple types of files and assign people responsibilities and tasks. It combines resource platform abilities with project management functionality in order to unite all your needs in one area.

• Invoicing
• Business overview
• Contracts

• SmartSuite is a good collaboration tool
• The capabilities of the platform are immense
• The customization features allow users to set up the report type and view it exactly as they want
• The choice of the fields to be used in the records and reports is really wide

• CRM
• Proposals
• Scheduling

• A little better home screen, which is already in the works!
• Better experience in the my work panel, which is also in the works already!

I have a great expereance

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.

The product is usability friendly, easy to use, flexible and has all functions I need for my purposes

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.

They have a great tutorial and a lot of hits during the work process

That's easy. Just try

For our team, SmartSuite contains all features that we need. Before we use Asana, Trello and tried to use Airtable. But all of these management systems did not satisfy us. Then we started using SmartSuite, got to know all the possibilities and decided to switch to it

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

• We have to spend less time on checking where the project is at
• We can have less PM's in the business
• Our clients are happier thus leading to more business