Running a business can be challenging. Managing clients, tracking finances, and handling projects are just a few tasks.
You need a solution that simplifies everything. This is where Agiled comes in. Agiled is an all-in-one platform designed to streamline your business operations. It combines multiple tools into one easy-to-use interface. With Agiled, you can manage clients, finances, projects, and more, all from a single dashboard. The platform offers features like CRM, project management, and financial tracking. Integrations with popular tools like QuickBooks and HubSpot make it even more powerful. In this Agiled review, we’ll explore its features, benefits, and pricing. If you want to simplify your business processes, keep reading. Discover how Agiled can help you. Learn more about Agiled.
Introduction To Agiled: The Ultimate Project Management Tool
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Managing a business involves handling various tasks, clients, and finances.
This can be overwhelming. Agiled presents an all-in-one solution.
It integrates all business operations into a single platform.
“It’s better to hang out with people better than you. Pick out associates whose behavior is better than yours, and you’ll drift in that direction.” – Warren Buffett
Overview Of Agiled
Agiled is a comprehensive white-label business management tool.
It manages clients, leads, finances, projects, tasks, and employees in one place.
Its main features include:
- Managing contracts, sales pipelines, proposals, contacts, projects, finances, and teams
- Creating invoices and estimates, tracking expenses, and accepting online payments
- Integrations with Asana, HubSpot, Plutio, QuickBooks, SendFox, and more
- Built-in CRM for managing clients, leads, and sales pipelines
- Project management with customizable templates, task dependencies, and milestones
- Financial dashboard for tracking expenses and generating reports
- HRM to manage employee attendance, leaves, time entries, holidays, and payroll
- Appointment toolkit for scheduling meetings
- Unlimited custom fields for accounts and contacts
- Integration with Zapier, custom webhooks, and API
- White-label ready with customizable branding
Purpose And Target Audience
The purpose of Agiled is to streamline business operations by consolidating
various tools into one platform. It aims to enhance productivity with automation features
and workflow management.
The target audience includes:
- Businesses looking to manage projects, clients, and finances efficiently
- Teams needing improved collaboration and project tracking
- Companies wanting comprehensive HR management for remote and in-office teams
- Businesses seeking to simplify client onboarding and contract management
| Plan | Price | Features |
|---|---|---|
| Single Plan | $89 |
|
| Double Plan | $178 |
|
| Multiple Plan | $267 |
|
Agiled offers optional add-ons like extra 100 GB of storage
for $199 and an extra 10 teammates for $199.
It also provides a 60-day money-back guarantee. This allows users to try Agiled
for 2 months to ensure it meets their needs.
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Key Features Of Agiled
Agiled is an all-in-one platform that helps streamline your business operations. It offers numerous features to manage clients, finances, projects, and teams in one place. Below, we delve into the key features that make Agiled a comprehensive tool for businesses.
Agiled’s comprehensive dashboard gives you a snapshot of your entire business. You can view key metrics, track performance, and access essential tools all in one place. This makes it easier to make informed decisions quickly.
With Agiled, you can track time and create accurate bills. Its time tracking and billing feature allows you to log hours, generate invoices, and ensure clients are billed correctly. This helps in maintaining financial accuracy and transparency.
Agiled offers robust tools for task and project management. You can create projects, assign tasks, set milestones, and track progress. Customizable templates and task dependencies help in efficient project execution.
The built-in CRM in Agiled helps manage clients, leads, and sales pipelines. You can store contact information, track interactions, and manage sales processes. This improves client relationship management and enhances sales efficiency.
Agiled includes team collaboration tools that facilitate communication and cooperation among team members. You can share files, assign tasks, and collaborate on projects seamlessly, ensuring everyone stays on the same page.
Agiled enhances productivity with its automation and workflow management features. You can automate repetitive tasks, set up workflows, and ensure processes run smoothly. This reduces manual effort and increases efficiency.
Agiled supports third-party integrations with tools like Asana, HubSpot, QuickBooks, and more. This allows you to connect your favorite apps and streamline your operations further. You can also use Zapier, custom webhooks, and APIs for added flexibility.
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Comprehensive Dashboard
The Comprehensive Dashboard in Agiled offers a bird’s eye view of your business operations. It centralizes all your critical tasks, making management seamless and efficient.
User-friendly Interface
The dashboard is designed with a user-friendly interface. Navigation is intuitive, allowing you to find what you need quickly. No steep learning curve, just straightforward usability.
Even non-tech-savvy users can easily get a grasp on the platform. Each section is clearly labeled and organized.
| Feature | Description |
|---|---|
| Clear Labels | Each section is named accurately. |
| Intuitive Navigation | Easy to move between sections. |
Customizable Widgets
The dashboard offers customizable widgets to tailor your experience. You can add, remove, or rearrange widgets based on your business needs. This flexibility ensures you see the most important data first.
Examples of widgets include:
- Task Progress
- Financial Overview
- Upcoming Meetings
- Sales Pipeline
Each widget can be adjusted to show relevant information. This customization helps in making quick, informed decisions.
Time Tracking And Billing
Agiled offers robust features for time tracking and billing that help streamline your business operations. This section will focus on how Agiled ensures accurate time logs and simplifies invoicing and payments.
Accurate Time Logs
Accurate time tracking is crucial for project management and billing. Agiled provides an intuitive time-tracking system that allows employees to log their hours easily. This feature ensures that every minute worked is accounted for, which helps in precise project costing and client billing.
| Feature | Description |
|---|---|
| Manual Time Entries | Employees can manually enter their work hours. |
| Automated Time Tracking | Track work hours automatically with an integrated timer. |
| Time Reports | Generate detailed reports on time logged for projects. |
Invoicing And Payments
Creating invoices and managing payments are simplified with Agiled. You can generate professional invoices with ease and accept online payments directly through the platform. This ensures faster payment processing and better cash flow management.
- Create Invoices: Generate customized invoices for clients.
- Online Payments: Accept payments through various online methods.
- Expense Tracking: Keep track of all business expenses in one place.
- Financial Dashboard: View all financial data in a comprehensive dashboard.
Agiled’s invoicing features are designed to make the billing process smooth and efficient. This ensures that you spend less time on paperwork and more time on growing your business.
Task And Project Management
Agiled offers a comprehensive solution for managing tasks and projects. Its user-friendly interface and robust features make it easy to handle all aspects of project management. From creating tasks to tracking milestones, Agiled ensures that every project runs smoothly. Let’s dive into the details of its task and project management capabilities.
Task Creation And Assignment
Creating and assigning tasks in Agiled is straightforward. The platform allows you to break down projects into smaller, manageable tasks. This ensures that every team member knows their responsibilities.
Key features:
- Customizable task templates to streamline task creation.
- Task dependencies to establish relationships between tasks.
- Assignment options to delegate tasks to specific team members.
- Priority settings to highlight urgent tasks.
With these features, you can ensure that tasks are completed efficiently and on time.
Project Planning And Milestones
Agiled excels in project planning and milestone tracking. The platform’s customizable templates make project setup quick and easy. You can outline the project scope, set deadlines, and track progress with ease.
Milestone tracking is another standout feature. It allows you to mark significant points in the project timeline. This helps keep the team focused and motivated.
Benefits of milestone tracking:
- Provides clear goals and deadlines.
- Helps monitor project progress.
- Ensures timely completion of key tasks.
Agiled’s project management tools are designed to enhance productivity and collaboration. By keeping everyone on the same page, Agiled makes project management a breeze.
Client Management
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Client management is crucial for any business. Agiled offers a comprehensive suite for managing clients efficiently. It includes tools for client portals, communication, and feedback.
Client Portals
Agiled provides client portals that allow clients to access their information securely. These portals are white-label ready, meaning you can customize them to match your brand.
- Access to invoices and estimates
- View project status and milestones
- Secure document sharing
- Online payment options
Client portals improve client engagement by offering a transparent view of their projects and finances.
Communication And Feedback
Agiled streamlines communication and feedback between your team and clients. The platform supports direct messages and feedback forms.
| Feature | Benefit |
|---|---|
| Direct Messaging | Instant communication with clients |
| Feedback Forms | Gather client feedback easily |
Effective communication tools help in resolving issues quickly and maintaining strong client relationships.
Team Collaboration Tools
Agiled offers robust team collaboration tools to enhance productivity and streamline communication. These tools ensure that teams can work together efficiently, no matter where they are located. Let’s explore some of the key features that facilitate seamless collaboration.
Real-time Chat
The real-time chat feature in Agiled allows team members to communicate instantly. This tool ensures that conversations are fluid and decisions are made quickly. You can create multiple chat channels for different projects, departments, or topics. This helps in keeping discussions organized.
- Instant messaging for quick communication
- Dedicated channels for specific projects or teams
- Message history for reference
File Sharing And Storage
Agiled’s file-sharing and storage capabilities make it easy to share documents and resources. Team members can upload files directly to the platform, ensuring that everyone has access to the latest versions.
- Secure file storage with 100 GB to 300 GB options
- Easy file sharing within chat channels
- Access control for sensitive documents
With these tools, Agiled enhances team collaboration and ensures smooth workflow management. Teams can communicate in real time, share files, and keep everything organized, all in one place.
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Automation And Workflow Management
Managing business operations efficiently requires the right tools. Agiled offers robust automation and workflow management features. These features help streamline processes and boost productivity. Let’s dive into how Agiled can enhance your business operations.
Automated Reminders
Keeping track of tasks and deadlines can be challenging. Agiled’s automated reminders ensure you never miss an important date. You can set reminders for:
- Project deadlines
- Meeting schedules
- Invoice due dates
These reminders are customizable. You can choose the frequency and timing. This feature helps you stay organized and on top of your commitments.
Workflow Templates
Creating workflows from scratch is time-consuming. Agiled offers workflow templates that simplify this process. These templates cover various business operations. Examples include:
- Project management
- Client onboarding
- Sales pipelines
The templates are customizable. You can adjust them to fit your specific needs. This flexibility helps you save time and maintain consistency in your workflows.
Agiled’s automation and workflow management features are designed to enhance your productivity. By automating reminders and using workflow templates, you can focus on more critical tasks. This ensures your business runs smoothly and efficiently.
Third-party Integrations
Agiled excels in integrating with many third-party tools, enhancing its utility. This feature allows businesses to streamline their operations efficiently.
Integration With Popular Tools
Agiled integrates with a range of popular tools that businesses use daily. Here is a list of some key integrations:
- Asana: Sync your tasks and projects seamlessly.
- HubSpot: Manage your leads and clients without switching platforms.
- Plutio: Combine project management with Agiled’s features.
- QuickBooks: Handle your finances and accounting easily.
- SendFox: Manage email campaigns directly within Agiled.
These integrations help in consolidating various business operations into one platform. This reduces the need for multiple tools and increases productivity.
Api Access
Agiled provides comprehensive API access for custom integrations. This feature is useful for businesses with unique needs.
With API access, you can:
- Build custom workflows and automation.
- Integrate with in-house tools.
- Enhance the functionality of Agiled according to your requirements.
Custom webhooks are also available, allowing real-time data synchronization. This makes Agiled a flexible solution for various business operations.
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Pricing And Affordability
The pricing and affordability of Agiled is crucial for businesses of all sizes. This section will break down the various pricing tiers and plans available, and assess the value for money that Agiled offers.
Pricing Tiers And Plans
Agiled offers three primary pricing plans to cater to different business needs. Each plan comes with a one-time purchase cost and varies in features and capacity.
| Plan | Price | Automation | Email Connections | Pipelines | Team Members | Storage | White Labeling |
|---|---|---|---|---|---|---|---|
| Single Plan | $89 | 5 | 1 | 2 | 5 | 100 GB | Yes |
| Double Plan | $178 | 10 | 2 | 4 | 15 | 200 GB | Yes |
| Multiple Plan | $267 | 15 | 3 | 6 | 25 | 300 GB | Yes |
Agiled also offers optional add-ons to further expand storage and team capacity:
- Extra 100 GB of storage: $199
- Extra 10 teammates: $199
Value For Money
Agiled’s pricing plans offer significant value for money, considering the extensive features included in each tier. The platform consolidates various business operations into one comprehensive tool, which simplifies processes and enhances productivity.
Key benefits include:
- Streamlined operations: Manage clients, leads, finances, projects, and teams in one place.
- Automation features: Enhance productivity and workflow management.
- Financial management: Create invoices, track expenses, and accept online payments.
- HR management: Manage employee attendance, leaves, time entries, and payroll.
Each plan’s one-time purchase cost ensures that businesses can avoid recurring monthly fees, making Agiled a cost-effective solution for long-term use. The 60-day money-back guarantee provides a risk-free opportunity to evaluate the platform’s suitability for your needs.
Pros And Cons Of Agiled
Agiled is a comprehensive business management platform that aims to streamline your operations. It offers a wide range of features to help manage clients, projects, finances, and teams. Before adopting this tool, it’s essential to weigh its advantages and potential drawbacks.
Advantages Of Using Agiled
Agiled provides numerous benefits that can significantly enhance your business operations:
- All-in-One Platform: Agiled consolidates various tools into one platform, making management easier.
- Automation Features: Enhances productivity by automating workflows and tasks.
- Financial Management: Simplifies financial management with invoicing, expense tracking, and online payments.
- HR Management: Comprehensive HRM features for both remote and in-office teams, including attendance, leaves, and payroll.
- Project Management: Customizable templates, task dependencies, and milestones improve project tracking.
- Integrations: Seamlessly integrates with tools like Asana, HubSpot, QuickBooks, and more.
- White-Label Ready: Customizable branding options to match your business identity.
Potential Drawbacks
Agiled offers many advantages, but there are some potential drawbacks to consider:
- Learning Curve: New users may find the platform complex initially due to its extensive features.
- Pricing: The one-time purchase plans can be expensive for small businesses with tight budgets.
- Storage Limitations: Limited storage on single and double plans; additional storage requires extra purchase.
- Team Size Restrictions: The number of team members is restricted based on the plan you choose.
- Customization: While white-label ready, some users may need more advanced customization options.
Agiled is a robust platform with a wealth of features to streamline business operations. Evaluating the pros and cons can help you determine if it’s the right fit for your needs.
Who Should Use Agiled?
Agiled is an all-in-one business management platform designed to streamline operations. It offers tools for managing clients, leads, finances, projects, tasks, employees, and more. This section will explore who can benefit the most from using Agiled.
Ideal Use Cases
Agiled is ideal for businesses looking to consolidate their operations into one platform. Here are some key use cases:
- Project Management: Customize templates, manage task dependencies, and set milestones.
- Client Management: Use the built-in CRM to manage clients, leads, and sales pipelines.
- Financial Management: Create invoices, track expenses, and accept online payments.
- Team Collaboration: Improve team collaboration and project tracking.
- HR Management: Manage employee attendance, leaves, time entries, holidays, and payroll.
Recommendations For Specific Industries
Agiled caters to various industries. Some specific recommendations include:
| Industry | Benefits |
|---|---|
| Freelancers | Manage clients, create contracts, and track payments effortlessly. |
| Agencies | Streamline project management, enhance team collaboration, and handle finances. |
| Consulting Firms | Track leads, manage sales pipelines, and improve client onboarding. |
| Small Businesses | Consolidate operations, improve productivity, and simplify financial management. |
| Remote Teams | Manage HR functions, track time entries, and enhance team communication. |
Agiled’s integrations with tools like Asana, HubSpot, QuickBooks, and Zapier make it versatile for various needs. Its white-label ready feature allows businesses to customize branding, making it suitable for businesses aiming to present a professional image.
Conclusion: Is Agiled The Right Tool For You?
Agiled offers a comprehensive suite of features that cater to various business needs. From client management to financial tracking, this all-in-one platform aims to streamline operations and boost productivity. The question remains, is Agiled the right tool for you? Let’s delve into some final thoughts and next steps.
Final Thoughts
Agiled brings a lot to the table. Its all-in-one nature means you can manage clients, finances, projects, and teams from a single platform. This reduces the need for multiple tools, saving both time and money.
The platform’s white-label capability allows you to customize branding, making it a great option for agencies and businesses wanting a personalized touch. The integration with popular tools like Asana, HubSpot, and QuickBooks further enhances its utility.
| Plan | Price | Features |
|---|---|---|
| Single Plan | $89 | 5 automation, 1 email account, 2 pipelines, 5 team members, 100 GB storage |
| Double Plan | $178 | 10 automation, 2 email accounts, 4 pipelines, 15 team members, 200 GB storage |
| Multiple Plan | $267 | 15 automation, 3 email accounts, 6 pipelines, 25 team members, 300 GB storage |
The pricing plans are flexible, catering to different business sizes. The 60-day money-back guarantee provides a risk-free trial period, allowing you to test the platform’s effectiveness for your business.
Next Steps
- Assess your business needs and match them with Agiled’s features.
- Consider starting with the Single Plan to explore the platform’s capabilities.
- Utilize the 60-day money-back guarantee to evaluate if it fits your workflow.
- Explore integrations with existing tools you use to ensure seamless operations.
Once you’ve decided, you can purchase the plan that best suits your requirements. Remember, additional storage and team members can be added as your business grows.
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Frequently Asked Questions
What Is Agiled?
Agiled is an all-in-one business management tool. It helps streamline tasks like project management, invoicing, and client management.
How Does Agiled Improve Productivity?
Agiled improves productivity by integrating multiple business functions. It offers features like task automation and time tracking.
Is Agiled Suitable For Small Businesses?
Yes, Agiled is ideal for small businesses. It offers affordable pricing and comprehensive features tailored for small teams.
Can Agiled Handle Invoicing And Billing?
Agiled handles invoicing and billing efficiently. It allows you to create, send, and track invoices easily.
Conclusion
Agiled is a powerful tool for managing your business operations efficiently. It offers comprehensive features for handling clients, projects, finances, and teams. With its integrations and customizable options, it suits various business needs. The pricing plans are flexible, catering to different team sizes and requirements. Try Agiled with confidence, thanks to its 60-day money-back guarantee. Enhance your workflow and productivity today with Agiled.
