Agiled Reviews

Pros

I have tried multiple all-in-one systems before and found them either too expensive, to have too many features, or simply too hard to use.

I found Agiled to be easy to set up and had the client portal set up in no time. I had a few questions/along the way and the support was instantly available, ready to help and to listen.

I operate in the EU - so GDPR built in is essential, I am very pleased with this.

The UI is nice - for me its a functional work tool, the main thing is the client login portal, looks nice and is fully whitelabelled. Built in Darkmode is pretty cool, I love that.

Cons

No mobile App as of yet - but works in mobile browser fine.

Alternatives Considered

SuiteDash

Reasons for Switching to Agiled

Suitedash was too hard to setup for me. I need something that is easy and can be setup quickly.

Pros

many tools with one login, applications designed for remote work, tools that interconnect for greater efficiency, economic option, it allows to improve the limits of usage, logical and consistent step by step training guide from novice to pro

Cons

waiting for some good ideas that are in development in the roadmap to be deplyed, like multi workspaces/brands

Alternatives Considered

Jumppl and OneHash

Reasons for Choosing Agiled

in the beginnning it was fine, but we did not expecte that to obtain use of very important applications that would develop along the way, at the time that they were deployed, now we would have to pay two additional monthly amounts/fees.

Switched From

Clientjoy

Reasons for Switching to Agiled

more tools in the same platform, very important functionalities in the roadmap to use in the configuration of our businesses and adaptability to the software. Ongoing weekly trainings

Pros

It's equivalent to several other CRMs I've tested in the past for features and power (Agile CRM, Apptivo). These seem to be adding more features and it may be an excellent product in the near future. But you can't beat the price!

Cons

I'm guessing most of the bugs I've run into are due to a recent UI release. Several issues have been reported to Support and the mobile functionality is currently limited. If these are fixed, it will be a great product.

Alternatives Considered

Apptivo, Pipedrive and Agile CRM

Reasons for Switching to Agiled

The current AppSumo deal makes it much more affordable and the feedback they are receiving from all Sumolings is likely to set this app in the right direction.

Pros

I love how many different tools are packed into one platform with Agiled, from proposals to invoicing to CRM to project management. I don't enjoy paying different providers for each of these tools separately, so I love that Agiled brings them all into one convenient place. Many platforms claim to excel in this area, but Agiled really does a great job of providing a useful selection of tools.

Cons

There's nothing I specifically dislike about Agiled, although there are certain features that I can't wait for the company's team to create. I'm looking forward to their scheduling toolkit so my team can book meetings with clients and prospective clients. I'm looking forward to several integrations, and I would love if they can add certain functionality like conditional logic to forms.

Pros

Very easy to use, intuitive. Has all that I need to run my business within one platform.

Was also able to cancel at least 4 other subscriptions (vCita, Toggl, SuiteDash, Chat-bot subscription); and I can see that I'll probably cancel some more.

Cons

Hmm... I'd like to be able to set "hot-links" - for example, I use the Projects and Contacts option dozens of times daily. I'd love to be able to have these two somewhere on the top of the page, and NOT have to click each time on a main heading so the drop-down opens, then click these...

It is NOT a biggie, but it'd make life just a tad easier :)

Pros

It has everything you need to run your business all in one dashboard. CRM, Project Management, Proposals, Contracts, Billing & Invoicing, subscriptions, client portal, and can even be white-labeled.

Cons

Although it touches everything I need to run my small business, it does take a while to get it where its custom to your business. There are a few quicks but I do see A LOT on their roadmap for the future.

Pros

Being able to provide tools to run most of the day-to-day business management.

Cons

Invoice customization
No Email module
No Email tracker

Alternatives Considered

Plutio, Flowlu, OneHash, SuiteDash, Deskera ERP, Clientjoy and HubSpot CRM

Reasons for Choosing Agiled

More features + cost effective

Reasons for Switching to Agiled

In spite of most of these CRMs calling themselves as All-in-One, there were still many basic features that they didn't include.

Pros

Automation, billing, tasks all in one CRM even with ticketing

Cons

Customizations
Recurring invoices to be more flexible with reminders etc
Filtering invoices by recurring

Alternatives Considered

Zoho CRM, Pipedrive and HubSpot CRM

Reasons for Switching to Agiled

Affordable price, lots of features and potential

Pros

I love that the software has kanban and Gantt capabilities for project management. As I grow my team this is making it easier to see when projects are due.

Cons

I would love to see an app for clients to log in and I am not able to create a standard template for the filing system I would like my clients to have for financial reports.

Alternatives Considered

Canopy and Karbon

Reasons for Switching to Agiled

You can have clients schedule an appointment within the system without using another scheduling software. At the same time you can intergrate calendly if you like. This software also comes with a ton of intergrations.

Pros

I wanted a client portal that integrated well with its CRM. I found SuiteDash and had been using it for several months. For a mature product it actually gets quite complicated performing simple customizations. I had enough and the search continued until finding Agiled.

Cons

I only wish the Project Management was a bit more comprehensive. I have to use Hygger to get what I really need in terms of PM.

Pros

Agiled is a full-fledged Business Management tool - it is not only a Project Management tool and a CRM, but it is also an HR, Finance, and a Contract Management tool. Agiled is an all-in-one platform that helps you to:

* Onboard and manage existing clients
* Integrate leads and prospects into your platform
* Manage projects
* Track employee time and vacation
* Generate and send proposals, estimates, and invoices
* Receive payments through Stripe and PayPal
* Track finances
* Manage support tickets
* Chat with your team and your clients or prospects
* Manage calendar events
* Communicate announcements to your staff and clients
* Sell your products with cart functionality
* Produce custom business reports

Agiled is jam-packed with rich features. The best part: all these features come out-of-the-box! You’ll probably need a full day to explore the breadth and depth of its brilliant feature-set. There are a few stand out features that deserve a noteworthy mention:

* Easy integrations with several third-party apps
* Custom webhooks to import data from external sources
* Create forms and embed its HTML code on websites to import lead info
* Expandable Storage: Connect your Google Drive, Dropbox, or AWS
* Create Kanban boards to assign, track, and manage your team tasks.
* White-label: customize the platform to suit your branding
* Custom dashboards and reporting
* Slick, clean, & intuitive UI
* World-class customer support *Hands-down*

Cons

OVERWHELMING FEATURES
If you’re a freelancer or a start-up without a team, you may not be using all of Agiled’s features. You won’t have the need to do so. For instance, Timesheets, Payroll, and Employee Vacation Tracking may mean nothing to you if you are a one-member team. Likewise, how badly would you need a chat feature or a ticketing tool? Agiled’s entry-level plan is a free-forever plan that does limit certain features. But it lacks some basic and critical features such as proposals and contracts. So, if you were to upgrade only because you need more space or the proposal feature, the other features may still be irrelevant to you. If the tool had an option to enable only those features you care to use, it can enhance the usability even more.

LIMITED CRM
In our opinion, the out-of-the-box CRM isn’t a full-fledged CRM. Don’t expect any fancy workflows. Also, there’s no Email Marketing. But with forms integration and leads management, the built-in CRM is good enough for most start-ups and freelancers.

Alternatives Considered

SuiteDash

Reasons for Choosing Agiled

SuiteDash had a dated look, was hard to navigate, was buggy, and the performance was bad - very slow.

Reasons for Switching to Agiled

Agiled had excellent reviews on AppSumo. The team was very responsive in answering questions, and they were quick to implement feedback - Agiled was truly agile - very impressive!

Pros

+ Whitelabeling, have my Google Workspace mail connected.
+ Support of own domain
+ The CRM update is super flexible and now has all the reports I expect in the standard.
+ The workflow engine automates my invoice amount control and reminders as well as my contract management.
+ Own ClientPortal, Ticketing fulfill the normal requirements and is directly integrated with the other modules.
+ Via the HRM module, projects & task tracking I also get cleanly integrated freelancers that we use flexibly. Thanks to web solution also internationally without barriers - that's how an online solution must work.
+ Clear GDPR, DPA, Privacy Statements, Cookie Statement, of course it remains your own responsibility to check whether this is sufficient for your own business and your own data. Hosting is USA
+ ... a lot of other business process modules which I don't need (yet) - but will need in the future.

Cons

Missing:
- Accounting module reading bankaccount balance & movements. I know it complex on international level. Maybe first a manual upload is helpfull , most banks supports CSV export

Alternatives Considered

WISO MeinBüro

Reasons for Switching to Agiled

Websolution, client portal & projects fits more for my business background

Pros

Agiled replaces several tools and makes the work of small business easy.
In our business, we are using several tools in disparate technology.
For example, we are using jotform to collect teacher data. Zoho creator to create and automate basic business process and quick-books for online accounting. We are using WhatsApp / telegram to communicate with customers. With Agiled, all the customer and team data can be centralized and there is no loss of information as it is no longer scattered. To me that is the greatest win. Another feature that I like about Agiled is inbuilt automation. We can have several automations at a low price.

Cons

Speed is a bit of concern. But the team has said, they are already working on enhancing the performance. The discussion module should have been more user friendly.

Pros

It has soooo many features and modules in one app. I especially love having the CRM, Finance, Projects and Automation together.

Cons

Not having the ability to do email marketing. I'm sure it's on the cards.

Alternatives Considered

Plutio

Reasons for Choosing Agiled

Agiled combines many of the modules I had in previous apps, and more, into one app with a single dashboard to view. Helps me save time switching between apps.

Switched From

Freedcamp and Microsoft Teams

Reasons for Switching to Agiled

Agiled has a greater number of features at a much lower price.

Pros

Deep ERP level functionality in a small package

Cons

Trying to offer too many tools under one roof

Alternatives Considered

Deskera ERP

Reasons for Choosing Agiled

Agiled offered way more functionality than just plain old CRM

Reasons for Switching to Agiled

More refined functionality at a lower price point

Pros

I was primarily looking for a good invoicing app and although there were a lot in the market, the combination of invoicing with lots of other wonderful features in 'Agiled' App won me over. And now when I started using it, I am appreciating it a lot more. They have invoice builder and numerous payment gateway options - including Razorpay that is convenient for me as an Indian user.
I can keep a neat organized record of all my Clients and Leads in a separate section (CRM) and also manage the HRM of employees in my company- this feature I won't be using as I am a solopreneur. The ability to build contracts and proposals, that are professional looking alongwith live chat within the proposal template - is a life saver. There is also the ability to track my expenses and all transactions in the finance section and also a decent project management section with task management and assigning of task to other users or my employees. Another feature I like is the ability to customize the look and feel of the login page for both myself and my team members. Not to mention the ability to white label and add custom domain.

Cons

Agiled is pretty new tool and over time - hopefully with experience and a nice track record, it will gain more following and the ease of use and reputation will increase. Right now even I was hesitant to invest in a new tool, but the customer support and friendly gesture and support from [SENSITIVE CONTENT HIDDEN] himself won me over.
Also the video tutorials are lacking and hopefully more tutorials and use cases will be added in good time.

Pros

Combining so many other products saves so much time and money.

Cons

Setup was a little wonky and the email integration had issues

Alternatives Considered

Flowlu

Reasons for Choosing Agiled

Cost and ease

Switched From

Flowlu

Reasons for Switching to Agiled

Client communication

Pros

As a big previous user of Hubspot all I can say is I was sick of paying such a high price for such limited functionality. Enter Agiled; the dashboard is clean / light - it honestly has all the main components of what you need as a hub to run your company. It’s a little too much to describe in one review, but you only need to go inside the dashboard and see the functions of the sales pipeline and automations.

Cons

Mosly it's all there, perhaps a dedicated marketing section with re-targetting + more sales pipelines. But saying that you would just connect it to your marketing software of choice.

Alternatives Considered

Zoho CRM

Reasons for Choosing Agiled

cheaper and just as much functions

Switched From

HubSpot CRM

Reasons for Switching to Agiled

more modern look and full suite of functions

Pros

I love the flexibility of this CRM. I have been able to customize my CRM to fit my business needs. The integrations are easy to use and I love the reporting feature. I am able to keep track of each and every task and event that takes place in my business. I am able to see my revenue and see what I need to improve on. I am able to see my hours and see how I can organize my time more efficiently. This is a great tool for SMBs that want to automate their business and create a central view of their work.

Cons

What I dislike about the product right now is the learning curve it takes to be able to fully configure everything so that it is customized to fit my business needs. However, there's plenty of knowledge base available to be able to learn quickly the platform and the plenty features it offers as an all in one tool.

Alternatives Considered

Plutio, Jumppl and Clinked

Pros

The fact that I can run almost every aspect of my business from one platform is awesome. And it does every job that I use it for at least as well as any stand-alone tool I've used in the past.

Cons

I legitimately haven't found anything wrong with it. It's done everything it's supposed to do and done it well.

Alternatives Considered

Plutio

Reasons for Choosing Agiled

I wanted an all-in-one tool.

Switched From

Zoho CRM

Reasons for Switching to Agiled

Agiled was easier to set up and use.

Pros

I started using the app and so far iets great! A lot of tools all in one place and easy to use.
Support is very fast and to the point just the way i like it. I also like how I can track my invoices and store all my important documents and contracts!

Also they are very active in adding new features + their roadmap is also very promising. You can upvote features they have planned and submit new idea's!

Also they have a good database of documents and videos of how to use Agiled.

Great value for money! + it's in my own language.
At this price point really a no brainer! 🔥🔥

Cons

As of yet i haven't really found anything that i dislike about the product other than it's massiveness. It's really a lot of tools you can utilize in one place. Setting everything up precisely the way i want it to look, feel and work does take a lot of time but in the end it's all worth it.

Pros

Currently settled on Agiled and moved our CRM and Invoicing completely over to Agiled.
the team is constantly improving the product and updating it.

includes CRM and Invoicing features.

overall it's not difficult creating accounts/contacts and generating invoices,

there's mobile app, which s useful. (personally use Android app)
although it's lacking some functions of the full online app.

Cons

The UI/UX could use some attention.
as mentioned above, its not difficult using CRM/Finances (invoices) but it's not the easiest.
simple changes such as easier access to Create contact/client/invoice makes a difference.
the UI looks dated, compared to other players in the market today.

Pros

I have tried a few business app after tired of juggling around multiple software on a daily basis. This AIO software tries to merge all essential business requirements into 1 place. HR, CRM, Project management, and many more. I am in the initial stage of using the app, so far finding the CRM, finance and HR module very useful.

I really liked the [SENSITIVE CONTENT HIDDEN] attitude and work ethics. I have been receiving update notifications almost weekly, and they recently announced a tsunami of integrations with other tools. Really respect the pace they are rolling out stuff.

Cons

Since its new, so its still working on a few kinks. Also, I saw some complaints on Ui/Ux, but I find it ok, infact, its better than some other software that I tried. I also liked the dark mode.

Pros

This app has really nice UI and has all the features that i need in CRM and Project Management app

Cons

This app doesn't have ability to hide some of the field

Alternatives Considered

Plutio

Reasons for Choosing Agiled

Flowlu UI was clunky and not intuitive.

Switched From

Flowlu

Pros

Easy to use
Many features
Project planning
Customer portal

Cons

Traduction is not 100% correct (i'm italian)

Alternatives Considered

Dubsado

Reasons for Switching to Agiled

For its performances