Agiled

Agiled is a business management platform that brings client relationships, project delivery and finances into one application. It targets service businesses that would otherwise juggle separate tools for each task.

What Agiled offers

• CRM and sales pipeline — tracks leads, contacts and accounts, with meetings, notes and tasks on a single timeline.
• Proposals and contracts — builds proposals with a drag-and-drop editor and collects e-signatures on contracts.
• Projects and tasks — offers project templates, a Kanban board, a task calendar, file sharing and a client portal.
• Invoicing and finance — handles invoices, estimates, online payments, recurring billing, credit notes and expense tracking.
• Time tracking and HR — logs billable time and manages employee attendance, leave and holidays, with an employee portal.

Who it works with

The platform is built for teams that run client work, such as agencies and other service firms, and it lets clients and staff be invited into projects.

Key facts

• Compliance: Describes itself as HIPAA compliant and GDPR ready
• Integrations: Zapier, API access and custom webhooks
• Trial: Trial period of 14 days offered