Agiled vs. SpiraPlan

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.

We selected SpiraPlan because the workflow allows us to start simple without adopting an entire methodology. It suits small teams and single users really well.

• Invoicing
• Business overview
• Contracts

• Flexible requirements organisation structure. I'm able to group and sub-group requirements as I see fit.
• Competitive product pricing. Paying by active use instead of registered user was the winning point.
• UI is straightforward and easy to use.

• CRM
• Proposals
• Scheduling

• Access from South East Asia is rather sluggish. Could be due to server location.
• Complimentary phone app to do simple tasks (e.g. create tasks, create requirements, add comments) offline would be beneficial because access to the internet can be an issue at the customer's environment.

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.

Main differentiating factors: 1. Lightweight process 2. Plans based on active users instead of registered users.

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

• Allows us to manage simple IT requirements without major upfront costs. Allows us to expand our process complexity at our own pace.
• Slow UI response from a South East Asia country can make data entry a drag.