Agiled vs. Unanet ERP for AE

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.

Compared to other accounting software, I think InFocus offers more functionalities and it's very user friendly. It's a cloud based solution you can easily access remotely, and the connection speed is quite fast. It integrates project management data and financial data, which is important for an engineering company like us.

Incentivized

• Invoicing
• Business overview
• Contracts

• Functionality - compared to some other software, it's a breeze to make modifications in InFocus.
• Integration - it's a pretty smooth implementation from our legacy system Deltek.
• User friendly - it's cloud based, easy to access from anywhere, connection speed is fast.

Incentivized

• CRM
• Proposals
• Scheduling

• The report module can include more canned reports.

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.

I prefer InFocus over other products.

Incentivized

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

• Improves efficiency.
• Increases productivity.

Incentivized