If you had a greenback for each time you needed to swap between instruments to handle your leads, purchasers, initiatives, funds, and staff, you can retire comfortably.
But since there isn’t precisely a genie who grants {dollars} for inconvenient duties, you’ll need to accept the closest factor to magic.
Introducing a complete enterprise administration device that allows you to handle all of your processes in a single place: Agiled.
TL;DR
Manage contracts, gross sales pipelines, proposals, contacts, initiatives, funds, and groups multi function place
Alternative to: Dubsado, Honeybook, and Hello Bonsai
Create invoices and estimates whereas monitoring bills and accepting on-line funds from one dashboard
Best for: Tool-overloaded companies trying to save money and time managing all their duties from one central platform
Agiled is an all-in-one, white-label prepared enterprise administration platform for managing purchasers, leads, finance, initiatives, duties, staff, and extra.
Agiled organizes your processes, making it straightforward to handle purchasers and leads with a white-labeled shopper portal for every shopper.
Add purchasers and leads with the built-in CRM or shortly import them via Agiled’s integrations with different CRMs. You may even create a number of gross sales pipelines proper from Agiled’s CRM.
Agiled works seamlessly with HubSpot, SendFox, Asana, Plutio, Active Campaign, Freedcamp, Freshbooks, Xero, Quickbooks, Zoom, Mailshake, and extra.
The platform even gives Zapier, customized webhooks and API, and Integromat integration, plus limitless customized fields for accounts and contacts to retailer all of your lead information in a single place.
Use the built-in CRM to handle purchasers, leads, and gross sales pipelines!
Agiled’s complete undertaking administration options make it straightforward so that you can arrange your initiatives and guarantee on-time supply.
Get began shortly and create initiatives with customizable undertaking templates.
Start and handle all of your duties, dependencies, and milestones all on one dashboard, or create completely different workflows and automations to avoid wasting tons of time.
The dashboard contains progress monitoring, file sharing, and time logging options, making collaboration and assembly deadlines simpler than ever.
Manage initiatives, create workflows, and automate duties to make your enterprise be just right for you!
Agiled additionally enables you to send skilled undertaking estimates and invoices proper from the platform.
After creating and sending an bill, you possibly can send fee reminders and settle for on-line funds by integrating Stripe, PayPal, or Mollie.
Make accounting even simpler by configuring ledger settings and utilizing shopper subscriptions to invoice purchasers on autopilot.
You may use the Agiled monetary dashboard to monitor and approve bills logged by your crew, and generate monetary experiences.
Create skilled invoices and receives a commission sooner, plus mechanically invoice purchasers with subscriptions!
Need to draft a contract? Create shopper contracts proper within the Agiled contract dashboard, organizing them by class.
Add personal notes within the contract, and send it to prospects by way of a link or PDF email attachment for patrons to signal on-line.
Plus, easy shopper onboarding flows imply much less trouble for brand new signups.
Need to ebook a gathering to seal the deal? No drawback. The appointment toolkit enables you to schedule conferences with ease.
Get new purchasers onboard quick with intuitive flows.
There’s much more! Agiled additionally features a complete HRM the place you possibly can oversee your distant and in-office groups.
Track attendance, go away, time entries, holidays, and productiveness, plus handle payroll proper inside the platform with the Transferwise integration.
Plus, every worker will get a devoted white-label prepared portal to log time, mark attendance, request leaves, and way more.
Effortlessly ebook shopper conferences with the appointment toolkit!
Who says you possibly can’t have all of it? (…in addition to my native froyo spot that lies on their “unlimited toppings” signal.)
With Agiled, you’re getting a complete enterprise administration resolution that lets your organization run easily without ever switching instruments.
Take a breath of aid and handle initiatives, contracts, leads, prospects, funds, and staff multi function spot.
Get lifetime entry as we speak!
- Plans and Features
- Deal Terms
Lifetime entry to Agiled Business Plan- You should redeem your code(s) inside 60 days of buy
- All future Business Plan updates
- Stack limitless codes
- Note: every extra code stacked unlocks 100 GB of storage
- Add-on: $99 per 10 crew members
- Add-on: $70 one-time payment per 100 GB storage
- Note: earlier AppSumo prospects who bought Agiled should buy extra codes to extend their function limits
- GDPR compliant
- 60-day money-back assure, regardless of the explanation
- Features Included in All Plans
- Unlimited leads
- Unlimited purchasers
- Unlimited integrations
- Finance
- Employees
- Tasks & initiatives
- Time tracker
- Proposal
- Contracts
- CRM
- File administration
- Quickbooks & Xero integrations
- Automations
- Sales pipeline
- Subscriptions for purchasers
- Email integration
