Agiled

Agiled is a US platform that runs the main back-office tasks of a service business in one place. It is meant to replace separate apps for CRM, project management, invoicing, scheduling and a client portal, and follows each client from first enquiry through delivery to payment.

What Agiled offers

• CRM and lead capture — a contact and a deal are created automatically when someone completes a form or books a call.
• Proposals and contracts — proposals can be drafted, contracts attached and deposits taken in one step.
• Project delivery — a signed deal becomes a project with tasks, timelines and assigned staff, plus time tracking and file sharing.
• Client portal — a place where clients receive updates on their work.
• Invoicing — logged hours and milestones turn into invoices that clients settle online, keeping the accounts current.

Who it works with

Agiled is built for service businesses, and the company says more than 15,000 businesses use it.

Key facts

• Based in: United States