Agiled is a powerful all-in-one business management tool designed to simplify and centralize your business operations. It consolidates functions like CRM, project management, financial tracking, HRM, and more under one roof, saving small businesses the hassle of juggling multiple tools.
In this review, I’ll cover Agiled's key features, its advantages over similar platforms, tips for maximizing its use, and why the lifetime deal on AppSumo is worth considering.
What is Agiled?
Agiled is a business management platform that helps small businesses, freelancers, and agencies manage their clients, leads, projects, finances, HR, and more—all in a single interface. It offers white-label customization, so users can make Agiled look like their own branded solution, which is a big plus for agencies or consultants aiming to impress their clients with a cohesive platform.
Key Features of Agiled
- CRM and Sales Pipeline: Manage clients, leads, and track sales activities.
- Project Management: Track tasks, set milestones, and manage dependencies.
- Finance Management: Send invoices, track expenses, manage subscriptions, and automate billing.
- HR Management: Track employee time, manage payroll, and oversee team attendance and leave.
- White-label Customization: Customize the platform’s look and feel, and use your domain name to personalize client and employee portals.
- Integrations: Connect with Asana, HubSpot, Quickbooks, SendFox, and more, plus use Zapier and Integromat for additional automation.
Who is Agiled For?
Agiled is perfect for small business owners, solopreneurs, freelancers, and agencies looking for an integrated tool to handle multiple areas of business. If you’re tired of switching between different platforms or paying for separate software licenses for CRM, project management, and finance tracking, Agiled is an excellent solution. It’s particularly valuable for agencies or consultants who need a white-labeled tool to present a professional face to clients.
In-Depth Analysis of Agiled’s Key Features
CRM and Sales Pipeline
Agiled’s CRM lets you manage client and lead information in one place. You can organize contacts, create multiple sales pipelines, and automate tasks to keep deals moving. The integration options make it easy to pull in contacts from platforms like HubSpot or Freshbooks.
Project Management
With Agiled, project management is streamlined: set up projects with templates, track task progress, share files, log time, and collaborate with team members. The dashboard gives a clear view of project timelines, making it easier to keep everyone aligned and meet deadlines.
Financial Management
Agiled allows users to send invoices, create estimates, manage subscriptions, and accept online payments through Stripe, PayPal, and Mollie integrations. The financial dashboard provides insights into expenses, income, and profit, making it easier to monitor financial health.
HR and Employee Management
For teams, Agiled’s HR module is incredibly useful. It includes features for tracking attendance, managing leave requests, tracking employee productivity, and even payroll processing with TransferWise integration.
Customization and White-Labeling
One of Agiled’s standout features is its white-label capability, which is perfect for agencies wanting a customized client portal. You can apply your logo, brand colors, and even use a custom domain to enhance brand presentation.
Comparison with Similar Products
Compared to tools like Dubsado and Honeybook, Agiled provides more comprehensive project and HR management features. It’s a better all-in-one solution than either of those for businesses needing both CRM and employee management functions. Plutio also offers an all-in-one experience, but Agiled’s white-labeling and extensive finance tools give it a competitive edge.
| Feature | Agiled | Dubsado | Honeybook | Plutio |
|---|---|---|---|---|
| CRM | ✅ | ✅ | ✅ | ✅ |
| Project Management | ✅ | Limited | Limited | ✅ |
| Invoicing | ✅ | ✅ | ✅ | ✅ |
| HR & Employee Tracking | ✅ | ❌ | ❌ | Limited |
| White-Label | ✅ | ❌ | ❌ | Limited |
| Integrations | ✅ Extensive | Limited | Limited | Moderate |
Pros and Cons of Agiled
Pros
- Comprehensive: Combines CRM, project management, finance, and HR in one place.
- White-Labeling: Customizable branding and domains, ideal for agencies.
- Integrations: Connects with many popular tools and allows for automations.
- Affordable Lifetime Deal: Available at a one-time cost on AppSumo.
Cons
- Learning Curve: Due to its wide range of features, it can take time to set up and learn.
- Occasional Bugs: Some users report minor glitches, though they are quickly fixed with updates.
Why Agiled Stands Out from Competitors
Agiled’s biggest advantage is its full range of business functions combined with white-labeling, a feature not commonly found in other tools at this price point. Most all-in-one platforms either lack robust project management or employee tracking, but Agiled covers these and more. Its ongoing updates and attentive customer support also indicate that the platform will continue to improve.
User Experiences and Testimonials
Online reviews of Agiled generally reflect positive experiences, with users praising its affordability, breadth of features, and responsive customer service. Here are a couple of reviews from satisfied users:
Jessica R., Small Business Owner
“Agiled has been a lifesaver for my business. I no longer have to switch between my CRM, project management, and invoicing tools. I’ve also customized the client portal to match my branding, which has really elevated my professional image. Highly recommend!”Michael T., Marketing Agency Owner
“The all-in-one functionality is perfect for my team. We use the CRM to manage leads and the HRM to track attendance and leaves. It’s been easy to integrate with our existing tools, and I love that I can put my branding on it. Great deal for the price.”
Tips and Tricks to Get the Most Out of Agiled
- Set Up Custom Automations: Use automation to streamline repetitive tasks in CRM and project workflows.
- Leverage White-Labeling: Customize your client portal to enhance your brand image, especially helpful for agencies.
- Integrate with Other Tools: Use integrations with tools like Quickbooks, Zapier, or HubSpot to get all your data in one place.
- Regularly Update Pipelines: Keep your sales pipelines updated to track leads more effectively.
- Monitor Financial Dashboards: Use financial insights to keep a close eye on profitability and expense tracking.
FAQ
How secure is Agiled?
Agiled is GDPR-compliant, with built-in features for secure data management and privacy controls to protect your clients’ information.
Can I use Agiled for team collaboration?
Absolutely! Agiled includes a comprehensive project management and HR module, so teams can collaborate on projects, track time, share files, and manage tasks seamlessly.
What integrations does Agiled support?
Agiled integrates with Asana, HubSpot, Quickbooks, SendFox, and other popular tools. It also supports Zapier, Integromat, and webhooks for custom integrations.
How does the lifetime deal work?
The AppSumo lifetime deal gives you access to all Agiled features with a one-time payment, saving you the recurring cost of typical SaaS fees.
Is there a refund policy?
Yes, AppSumo offers a 60-day money-back guarantee, so you can try Agiled risk-free.
Conclusion: Is Agiled Right for You?
If you’re a small business owner, freelancer, or agency looking for an affordable all-in-one tool, Agiled Lifetime Deal is worth considering. Its combination of CRM, project management, HR, and finance tools in one platform is unique, and the white-label options make it an attractive choice for branding-conscious businesses.
The lifetime deal on AppSumo is an unbeatable offer for the features provided, though there may be a learning curve at first. For those seeking a streamlined, brandable business management solution, Agiled is a fantastic investment.
How To Get An Extra 10% Discount?
- Visit the “Agiled Lifetime Deal” deal page.
- Wait for some seconds, An Discount popup will appear.
- Enter your Email to receive the exclusive benefits.
- Continue with the same email id.
- Get a 10% discount at the end.
- Discount valid for new users only.
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