AI TOOL PROFILE
Agiled Review: Business Management Software
Pricing
Pricing follows a freemium model. Paid plans include Pro ($25/month), Premium ($49/month), and Business ($83/month), billed annually. A 14-day free trial is available.
At a glance
- Best for
- Freelancers, Agencies, Consultants, Small Business Owners, Service-based teams
- Key use cases
- Client Onboarding, Bid and Proposal Preparation, Project Delivery and Tracking, Billing and Expense Management
- Integrations
- Stripe, QuickBooks, Google Calendar, Slack, Zoom
- Official website
- Visit Agiled official website
How AI is used
Agiled is a connected workspace designed for service-based businesses to manage sales, projects, and finances. It includes a CRM with deal pipelines, project tracking with Gantt and Kanban views, and a billing system for invoicing and expenses.
The platform supports the operational flow for small teams, freelancers, and agencies, including drafting proposals, collecting e-signatures, tracking billable hours, and providing clients with a branded portal to view project status and pay invoices.
Buyers should note that the free tier has limits on the number of clients and active projects. Advanced automation, API access, and custom branding are available on the Premium and Business tiers. Users should verify that the HR and payroll features meet their specific regional requirements.
Key Features
CRM and Deal Pipelines
Includes lead capture forms and visual kanban pipelines to track deals from initial inquiry to closed-won.
Project Management
Supports project planning through kanban boards, list views, and Gantt charts with built-in time tracking per task.
Finance and Invoicing
Supports creating estimates, converting them to invoices, and accepting online payments.
Client Portal
A branded workspace where clients can track project progress, view invoices, and submit support tickets.
Documents and E-Signing
Supports creating proposals and contracts from templates with integrated electronic signature tracking.
Agiled AI
An assistant that helps draft proposals, summarize client history, and flag overdue invoices across modules.
HR Management
Includes an employee directory, attendance and leave tracking, and payroll calculations.
Scheduling
Provides branded booking pages that sync with calendars to let clients schedule appointments.
Use Cases
Client Onboarding
Capturing a lead via a form and automatically creating a contact and deal to begin the sales process.
Bid and Proposal Preparation
Using AI to draft project proposals and sending them for e-signature and deposit payment.
Project Delivery and Tracking
Organizing tasks into phases using Gantt charts and sharing project progress updates via the client portal.
Billing and Expense Management
Converting tracked billable hours into invoices and logging material expenses per project.
Integrations
- Stripe
- QuickBooks
- Google Calendar
- Slack
- Zoom
- Zapier
- FreshBooks
- Zoho Books
- Xero
- PayPal
- Mailchimp
- ActiveCampaign
FAQ
Who is Agiled designed for?
- Agiled is designed for service-based businesses, including agencies, freelancers, consultants, and small teams.
Does Agiled have a free version?
- Yes, it offers a free plan for individuals that supports up to 2 billable clients and 100 contacts.
Can clients interact with the platform?
- Yes, Agiled includes a branded client portal where customers can view project progress, pay invoices, and submit support tickets.
What are the paid pricing tiers?
- Paid plans include Pro at $25/month, Premium at $49/month, and Business at $83/month, typically billed annually.
Does Agiled support e-signatures?
- Yes, it includes tools to create proposals and contracts that can be sent for electronic signatures.
Source category: Sales
Source subcategory: CRM
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