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Last Updated on February 17, 2023 by Mandy Schmitz
Have you ever found yourself trying to do everything without getting any significant results? As an entrepreneur, I faced many challenges in managing my business. The most daunting of which is having to switch between apps to oversee employee performance, finances, contracts, invoices, and many more. It’s not only time-consuming but can also get very confusing.
In addition, my business struggled with a more consistent lead flow when I needed to segment communications or deliver a highly personalized customer experience. Thankfully, my team discovered Agiled, which took our customer relationship management to the next level.
This Agiled review will show how this excellent all-in-one business management platform has helped my business automate web engagement with customer-conscious messages and powerful built-in CRM. I’ll also detail how this platform allowed me to streamline my services, marketing, and sales without hassles.
Without wasting time, let’s get right into it!
Table of Contents
If you are looking for the right system to close and nurture every lead, you want to stick with me till the end. I will share how the combination of integrations and features in Agiled enhanced my business performance.
First, let’s define this fantastic tool.
Agiled is a web-based comprehensive support, marketing, and sales software. This incredible business management software tool helps me streamline my services, marketing, and sales in a single platform.
It is ideal for small businesses looking for an inexpensive and complete tool, making it one of the best project management software in the market today. It also comes with Time Tracking, Project Management, Financial Management, HRM, and CRM.
I have used this CRM software to integrate my marketing automation with web analytics, appointment scheduling, employee vacation tracking, and social suite. Since my team complained of technical challenges in our business operations, we have overcome those inefficiencies using the Agiled CRM.
With Agiled, my team enjoys readily centralized, accessible real-time customer data, and we use it across all members and clients. The marketing support and various integration also make our client onboarding, contracts, subscription management, workflow automation, and employee management relatively easy.
Through this business management platform, I automated my web engagement with compelling customer-conscious proposals, forms, contracts, task reports, invoices, and other resources. It also offers rich reporting and analytics features that help me monitor my business performance.
Asad Ali is the Founder and CEO of Agiled. Asad and his development team launched this project management tool in January 2020 to provide agencies, freelancers, and small businesses with the necessary tools they can use to succeed with any critical pain point in their businesses. As of this writing, this business management platform serves over 70 thousand users and 10 thousand enterprises.
As a product of ZTABS LLC, the team behind this all-in-one platform provides everything entrepreneurs need to create professional contracts and manage employees while managing and running their businesses online. In addition, they wanted it to be an integrated channel where companies could run their businesses in one place.
Like most Agile project management tools, Agiled boasts incredible and sophisticated features I use daily in my marketing campaigns. This includes:
As I mentioned, I used this tool to create a great relationship with my customers. The CRM feature helps me keep track of my clients, leads, and tickets with the CRM. In addition, the Client Portal made it easier for me to onboard my clients and collaborate with them on projects.
With this feature, I can track expenses, accept payments, and send estimates and professional invoices. The comprehensive financial management feature in Agiled allows me to manage my finances professionally. Since this business management platform integrates with PayPal and Stripe, tracking and accepting payments has become much more manageable.
This feature is handy for managing employees and teams in one place. I can track their holidays, leaves, and attendance from my dashboard. It also has HR features that help me manage my team quickly and efficiently.
However, the most delightful thing about this feature is that my team can log into the platform to mark attendance, offer support on tickets, manage clients, process automation, update tasks, deal with development processes, and more.
How would you like to automate your contract with clients and appear incredibly professional? I have closed more deals using professional and easy-to-sign contracts using this feature. In addition, I can send these professional contracts to my clients through emails. It is also easier to download generated contracts or renew them with a single click.
With the drag-and-drop proposal builder, I can import any proposal template with one click and use it to generate a professional proposal. With over 400 ready-made blocks, it cannot get easier than this! Did I tell you I can sign these proposals digitally through the e-signature feature? I can even communicate with my clients by adding live chat software to the proposals.
The Project Management feature provides so much flexibility as I can switch between spreadsheets, email, and other essential tools to manage my projects from the beginning to the deadline. This feature makes project management a breeze for my team, which makes my clients quite happy with our working relationships. Of course, I still use tools like Microsoft project management software, but with Agiled, I can start a project using built-in project templates to save time.
This feature is a complete task management solution that lets my team do more tasks quickly and efficiently. It helps me assign specific tasks to specific members. I can even see their progress and share it with my clients. With this, we are more organized and get things done faster. While I rely on this tool’s feature for any task management, I have also used Zoho Projects for task management and automation.
This feature provides automated reports about my business. It allows me to generate reports on Income vs. Expense, Finance, Time Log, Tasks, and more. With these reports, I can keep track of my business performance in real-time. This, in turn, helps me identify areas for improvement and growth opportunities for my business.
This simple time tracker makes it easy for me to track my productivity, time, and billable hours. In addition, I can track work hours for projects with my team. The feature also helps me to see my team’s time logs within a particular time.
The fun part about Agiled is its customizable forms because it lets you create online forms for clients with just a few clicks. I customize my forms by adding a text box, checkbox, date, email, etc. In addition, the forms have different themes that I can customize according to my business branding.
I have sold products more easily using Agiled’s billing and subscription management feature. The best part is I developed product plans and separated payment fees, rules, and pricing for multiple product packages. It is also easy to accept online payments and manage all subscriptions with this feature.
The seamless onboarding process of this feature helps me keep my clients for a long time. It lets me meet my client’s needs while streamlining my client onboarding process. I can even add multiple required steps as I get the data I need for the client projects.
Thanks to this tool, my business has been running on autopilot with few interventions needed. It helps me automate repetitive tasks. I can even customize and manage my workflow by sending a form when a client pays an invoice or sending emails to clients based on specific triggers. With workflow automation, the software can do the heavy lifting while I concentrate on other critical tasks.
It is incredible how I can seamlessly get booked, share my booking link, or set my availability using this feature. I can even set custom preferences for multiple meeting types and generate as many appointments as possible. The tool even allows me to take breaks between meetings while setting different time slots for each day.
The inclusions for each pricing tier are listed on their pricing page.
One of the time-consuming manual work I don’t find pleasure doing is lead nurturing or data entry. That is why I rely on the Workflow Management Software of this business management platform to improve my team’s work experience, boost productivity, and save money. This feature also helped me empower my team and streamline our communication.
The feature also allowed my team to focus on more critical tasks as most of the workflow processes are already automated. In fact, I noticed higher-quality output from my team since the process automation eliminates the risk of human errors.
The Workflow Management Software also made assigning roles to team members much more effortless. In addition, it allowed me to grant approval responsibilities to appropriate members or space out specific tasks.
Ultimately, the feature empowered my team since it allowed them to understand their specific roles in the entire business process. With that, everyone could manage their work more efficiently and responsibly.
It was so disheartening when I discovered how much business I was losing due to an unreliable appointment-setting process. My sales team spent days prospecting on Instagram, Facebook, or LinkedIn and wasted precious time on activities that generated no revenue for my business.
However, my lead generation strategy improved when I used the Appointment Setter feature on Agiled. It converted my prospects into leads. As a result, I wasn’t only getting appointments from great clients but also opportunities that turned into positive ROIs.
Since this feature helped to prospect and qualify leads, it allowed me to better organize my appointments and close more deals. My team was also able to deliver pitches that aligned with the leads’ wants and needs. Aside from that, the tool was essential for a predictable and sustainable lead generation strategy. It ensured that each lead we were chasing had a high chance of becoming paying customers.
Agiled has helped me streamline and consolidate all my business operations. While I find this tool useful, it has its drawbacks too. Here are some pros and cons of using Agiled project management software.
Agiled offers excellent value for your money
The tool boasts unique features to manage my business’ daily operations.
The developers keep adding new features to the tool, making it more powerful.
Apart from the developer listening to early adopters’ opinions, I love the quick response of the support team.
The tool has powerful integrations that make life easier for me.
It has an easy-to-use dashboard that allows me to manage all the aspects of my business in one place.
Even with that, the tool has some downsides, which I highlight below.
It has a boring and flat visual design with limited options.
The UI/UX could be better, especially the task management feature. I’m using Asana for my other projects, and between the two, Agiled’s UI has a steeper learning curve.
It requires hours of training.
The tool would be better if users could integrate a webinar module.
Since the tool is new, it has fewer customization options.
These are my opinions, so let’s see what other people say about Agiled.
Users talked about how Agiled stacks up when they use it.
Jim is pleased that he can replace many apps with this business management platform but hopes it integrates with ClickUp.
Neo likes the While Label options but dislikes some glitches in the app.
I have used Agiled’s powerful integration and excellent features to manage my business in one place. However, there are other tools I use daily apart from Agiled. These tools make client onboarding and project management a breeze for me.
As a business owner, I need to ensure a balance between user-friendliness and affordability with the correct number of features when choosing any project management or program management resources or tools. That is what I get from ClickUp!
My team shared task-setting functions as cloud-based software and collaborated with this tool. I could align projects with my team through project updates and status alerts. Whether goals, docs, tasks, or chat, I could manage everything in one platform. It offered unmatched suitability and customization capabilities for my business.
- Customizable tasks
- Workload and box view
- Excellent mobile app
- Easy time tracking
- Multiple views
- Advanced real-time reporting capabilities
- Competitive pricing
- Effortless team collaboration and communication
- Top-notch customization capabilities
- Requires onboarding
- Steeper learning curve
|Enterprise||contact the vendor|
ClickUp’s flexibility and versatility allowed me to keep tasks and projects on time while identifying and eliminating bottlenecks.
Flowlu is another fantastic web-based customer relationship management solution that helped me manage sales and lead generation. My team benefitted from various features like invoicing, sales pipeline management, contact management, and lead management.
The tool was also helpful for logging phone call notes, logging meeting notes, and tasks we needed to do. I used it to delegate tasks to my team as I highlighted the sales process with a different color or used reporting to view sales funnels. The best part is how it was easy to generate personalized invoices using client data.
- Collaboration tools
- Task management
- Project management
- Online CRM
- Agile project management
- Online invoicing
- Financial management
- Mind maps
- Great price and a free plan
- Easy navigation
- Well-designed and smooth interface
- Automated rules for saving time on repetitive tasks
- It helps with prioritizing activities
- Perfect for different purposes
- Good, timely support
- Nothing new with some features
- It needs more guides about new features for users
Flowlu has easy-to-use knowledge-based features with a beautiful interface for a fair price.
3. Hello Bonsai
Though the developers behind Hello Bonsai designed it to help freelancers streamline their invoicing and contracting processes, I used it for my business. With my experience using the tool, I have found it relatively easy to manage multiple projects at once without mixing up anything. The automation feature is my favorite, as I used it to generate invoices and legally-binding contracts. The time-tracking feature also helps with many projects.
- Task tracking
- Time tracking
- Client CRM
- It is easy to use
- The dashboard provides an overall rundown of ongoing projects
- The language in the automatically-generated documents adapts to specific countries
- Automated contract generation means I don’t have to waste money on a lawyer
- It allows me to track the time spent on specific projects
- It helps track multiple documents associated with different projects
- The time-tracking feature may not capture evidence of work
- Limits in contract creation tool
Hello Bonsai helps me manage projects and create documents in minutes.
This Agiled review is not complete without saying that it is the only software that provides an integrated hiring center. It also boasts a visual, task-based workflow system. In addition, my team collaborates better using this tool since it is incredibly user-friendly.