Agiled–the CRM tool for now and future

Agiled–the CRM tool for now and future

Agiled appears to be quite promising; we are still learning about it, but I’m impressed by how much it can do. After reviewing a few software, I narrowed it down on Agiled and I found my decision was perfect.

It appears to be an all-in-one tool, and I’m excited to watch it develop. It has plenty of room to do so, such as adding triggers and enhancing workflows, but it appears to be on the right track.

One feature I’d like to see is the ability to integrate payments into the appointments. I can automate the issuance of an invoice when one is paid, but the other way around makes more logic to me. For the time being, I’ll have to rely on my appointment tools because several functions are unavailable.

We haven’t evaluated all of the options and functions yet, but the first three, CRM, HRM, and Projects, have already made me happy. I’ll need more time to look into the rest of it (maybe it is a never-ending trip :D). For me, the user experience is excellent.

The night mode is a non-CRM feature that saves my eyesight. The UI team did a fantastic job!

We were listening to how different agency owners utilize technology to help them, onboard clients. One of them indicated that they use a co-op style software. It allows them to onboard their clients and collaborate with them on files, projects, and other things.


It’s simple to set up! However, if you want to stand out from the crowd, this is the way to go. Create your own portal and invite your team to join you! Thank you for the fantastic offer; I hope to work with the Agiled team again in the future. You receive a CRM that allows you to communicate and chat with your staff and clients, as well as handle files and projects…. and it’s ready to use right away. This can’t be duplicated, and what they have to offer keeps becoming better thanks to an amazing staff behind them.

We’re thrilled with how simple the platform is to use, and having all of the tools we need in our firm to manage each task is quite useful.

We enjoy that they provide us the best step-by-step instructions via email on how to start with the basics to comprehend the platform and appropriately configure it, and then go to more advanced elements of use and automation.

We can say that they are well-organized. Moreover, this is a platform that will only continue to increase in functionality month after month.

We’re still studying how to get the most out of it for use. Before adaptation in our projects, with the goal of eventually making use of the amazing potential to re-green the platform’s availability to our clients.

It is a really helpful corporation that provides us with so many apps and values that allow us to access and improve the chances for their use and economic advantage.

Agiled Plans and Features

Deal Terms 

  • Lifetime access to Agiled Business Plan

  • You must redeem your code(s) within 60 days of purchase

  • All future Business Plan updates

  • Stack unlimited codes

  • Note: each additional code stacked unlocks 100 GB of storage

  • Add-on: $99 per 10 team members

  • Add-on: $70 one-time fee per 100 GB storage

  • Note: previous AppSumo customers who purchased Agiled can buy more codes to increase their feature limits

  • GDPR compliant

  • 60-day money-back guarantee, no matter the reason

Agiled Features Included in All Plans 

  • Unlimited leads
  • Unlimited clients
  • Unlimited integrations
  • Finance
  • Employees
  • Tasks & projects
  • Time tracker
  • Proposal
  • Contracts
  • CRM
  • File management
  • Quickbooks & Xero integrations
  • Automation
  • Sales pipeline
  • Subscriptions for clients
  • Email integration

We are still waiting for them to release the multi workspaces future that is now in development, so it is preventing us from setting everything up as we need it, but we are making use of the wonderful training they provide to enhance our understanding of how to utilize the platform.

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