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Overview

What is Agiled?

Agiled is presented as an all-in-one business management app, supporting task and project management, and including a CRM, from the company of the same name in Houston.

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Recent Reviews

TrustRadius Insights

Agiled is a versatile software that has proven to be a valuable solution for businesses across various industries. Users have found Agiled …
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Pricing

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What is Agiled?

Agiled is presented as an all-in-one business management app, supporting task and project management, and including a CRM, from the company of the same name in Houston.

Entry-level set up fee?

  • No setup fee

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Agiled?

Agiled is presented as an all-in-one business management app, supporting task and project management, and including a CRM, from the company of the same name in Houston.

Agiled Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(3)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Agiled is a versatile software that has proven to be a valuable solution for businesses across various industries. Users have found Agiled to be particularly useful for project management, scheduling, and payroll, while also solving CRM and HRM issues. With Agiled, users can streamline client onboarding, manage projects and tasks, schedule appointments, integrate payment gateways, and invoice clients all within one software. The comprehensive features of Agiled eliminate the need for multiple tools and provide a detailed overview of business finances and resources. Users appreciate the ability to centralize tasks, collaborate with teams and freelancers, and manage clients, leads, sales, projects, and employees effectively in one place. Agiled's all-in-one approach has helped businesses improve time management, project management, HR management, and agency management under a single umbrella. Additionally, users find Agiled to be an excellent software for small business owners as it offers features for CRM, project management, time tracking, invoicing, scheduling, contracts, proposals, announcements, chat functionality, and calendar integration. Overall, Agiled is praised for its versatility in meeting the requirements of different businesses by providing an all-in-one solution to streamline operations efficiently.

Users have made several recommendations based on their experiences with Agiled. The most common recommendations include:

  1. Give Agiled a try: Users suggest trying out Agiled as they believe it is worth exploring. They mention that the support provided is fast and responsive, which adds to the positive user experience. However, they do recommend choosing another software application for client management.

  2. Ideal for small businesses: Many users find Agiled to be a great all-in-one tool for small businesses. They recommend it specifically for small-scale companies, highlighting its robust features and cost-effectiveness when compared to other CRM tools. Additionally, users suggest Agiled as a great option for integrating accounting and project management.

  3. Streamline administrative tasks: Users find Agiled helpful in streamlining administrative tasks. They recommend it for budget-conscious business owners who are looking for a complete business solution. However, users do suggest considering the learning curve that comes with using an all-in-one solution like Agiled.

Overall, users recommend exploring Agiled with a free account to see if it fits their needs and business requirements. With continued improvements, Agiled has the potential to become an amazing product and a reliable solution for running a business.

Attribute Ratings

Reviews

(1-1 of 1)
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Craig Sheffield | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
I use Agiled for invoicing, contracts, finance records, proposals, and as my CRM for my business that deals with B2B and individuals that need my audio and video services. Agiled can also be used for scheduling, file transfers, client chat, and HRM but I haven't found these uses to be suitable for me just yet.
  • Invoicing
  • Business overview
  • Contracts
  • CRM
  • Proposals
  • Scheduling
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.
Sales Force Automation (9)
53.33333333333333%
5.3
Customer data management / contact management
40%
4.0
Workflow management
30%
3.0
Territory management
70%
7.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
90%
9.0
Quote & order management
90%
9.0
Interaction tracking
10%
1.0
Channel / partner relationship management
60%
6.0
Customer Service & Support (3)
40%
4.0
Case management
100%
10.0
Call center management
N/A
N/A
Help desk management
20%
2.0
Marketing Automation (2)
20%
2.0
Lead management
30%
3.0
Email marketing
10%
1.0
CRM Project Management (3)
66.66666666666667%
6.7
Task management
40%
4.0
Billing and invoicing management
90%
9.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
30%
3.0
Forecasting
10%
1.0
Pipeline visualization
N/A
N/A
Customizable reports
80%
8.0
Customization (4)
25%
2.5
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
100%
10.0
Security (2)
90%
9.0
Role-based user permissions
80%
8.0
Single sign-on capability
100%
10.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
40%
4.0
Mobile access
40%
4.0
  • Better keep track of contracts
  • Better understand income and expenses
  • Centralized business details
Todoist: To-Do List & Task Manager, HubSpot CRM, Vectera
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.
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