Agiled appsumo
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Agiled from AppSumo is an all-in-one, white-label ready business management platform for managing clients, leads, finance, projects, tasks, employees, and more.
Agiled organizes your processes, making it easy to manage clients and leads with a white-labeled client portal for each client.
Add clients and leads with the built-in CRM or quickly import them through Agiled’s integrations with other CRMs. You can even create multiple sales pipelines right from Agiled’s CRM.
Agiled works seamlessly with HubSpot, SendFox, Asana, Plutio, Active Campaign, Freedcamp, Freshbooks, Xero, Quickbooks, Zoom, Mailshake, and more.
The platform even offers Zapier, custom webhooks and API, and Integromat integration, plus unlimited custom fields for accounts and contacts to store all your lead data in one place.
Use the built-in CRM to manage clients, leads, and sales pipelines!
Agiled’s comprehensive project management features make it easy for you to organize your projects and ensure on-time delivery.
Get started quickly and create projects with customizable project templates.
Start and manage all your tasks, dependencies, and milestones all on one dashboard, or create different workflows and automations to save tons of time.
The dashboard includes progress tracking, file sharing, and time logging features, making collaboration and meeting deadlines easier than ever.
Manage projects, create workflows, and automate tasks to make your business work for you!
Agiled also lets you send professional project estimates and invoices right from the platform.
After creating and sending an invoice, you can send payment reminders and accept online payments by integrating Stripe, PayPal, or Mollie.
Make accounting even easier by configuring ledger settings and using client subscriptions to bill clients on autopilot.
You can also use the Agiled financial dashboard to track and approve expenses logged by your team, and generate financial reports.
Create professional invoices and get paid faster, plus automatically bill clients with subscriptions!
Need to draft a contract? Create client contracts right in the Agiled contract dashboard, organizing them by category.
Add private notes in the contract, and send it to customers via a link or PDF email attachment for customers to sign online.
Plus, simple client onboarding flows mean less hassle for new signups.
Need to book a meeting to seal the deal? No problem. The appointment toolkit lets you schedule meetings with ease.
Get new clients onboard fast with intuitive flows.
There’s even more! Agiled also includes a comprehensive HRM where you can oversee your remote and in-office teams.
Track attendance, leave, time entries, holidays, and productivity, plus manage payroll right within the platform with the Transferwise integration.
Plus, each employee gets a dedicated white-label ready portal to log time, mark attendance, request leaves, and much more.
Effortlessly book client meetings with the appointment toolkit!
Who says you can’t have it all? (…besides my local froyo spot that lies on their “unlimited toppings” sign.)
With Agiled, you’re getting a comprehensive business management solution that lets your company run smoothly without ever switching tools.
Take a breath of relief and manage projects, contracts, leads, customers, finances, and employees all in one spot.
