Agiled – Manage all your business processes in one

Agiled is an all-in-one, white-label prepared enterprise administration platform for managing purchasers, leads, finance, tasks, duties, workers, and extra.

Agiled organizes your processes, making it simple 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 by way of integrations with different CRMs. You possibly can even create a number of gross sales pipelines proper from Agiled’s CRM.

This platform works seamlessly with HubSpot, SendFox, Asana, Plutio, Energetic Marketing campaign, Freedcamp, Freshbooks, Quickbooks, Zoom, Mailshake, and extra.

You have even obtained entry to Zapier, customized webhooks and API, and an Integromat integration—plus, limitless customized fields for accounts and contacts to retailer all of your lead knowledge 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 simple so that you can arrange your tasks and guarantee on-time supply.

You can get began shortly and create tasks with customizable undertaking templates.

Begin and handle all of your duties, dependencies, and milestones from one dashboard, or create totally different workflows and automations to save lots of tons of time.

The dashboard consists of progress monitoring, file sharing, and time logging options, making collaborating and assembly deadlines simpler than ever.

Handle tasks, create workflows, and automate duties to make what you are promoting give you the results you want.

Agiled additionally allows you to ship skilled undertaking estimates and invoices proper from the platform.

After creating and sending an bill, you’ll be able to ship cost reminders and settle for on-line funds by integrating Stripe, PayPal, or Mollie.

Make accounting a cinch by configuring ledger settings and utilizing shopper subscriptions to invoice purchasers on autopilot.

You should use the monetary dashboard to observe and approve bills logged by your workforce, in addition to generate monetary stories.

Create skilled invoices and receives a commission sooner, plus robotically invoice purchasers with subscriptions.

Must draft a contract? Create shopper contracts proper within the Agiled contract dashboard, organizing them by class.

Add non-public notes within the contract, and ship it to clients through a hyperlink or PDF e mail attachment to allow them to signal on-line. ‘Trigger easy shopper onboarding flows imply much less problem for brand new signups!

Must guide a gathering to seal the deal? The appointment toolkit allows you to schedule conferences with ease.

Get new purchasers onboard quick with intuitive flows.

And that is not all! Agiled additionally features a complete HRM the place you’ll be able to oversee your distant and in-office groups.

Observe attendance, go away, time entries, holidays, and productiveness, plus handle payroll throughout the platform utilizing the TransferWise integration.

Better of all, every worker will get a devoted white-label prepared portal to log time, mark attendance, request leaves, and way more.

Effortlessly guide shopper conferences with the appointment toolkit.

Who says you’ll be able to’t have all of it? (…moreover my native froyo spot that lies on their “limitless toppings” signal.)

With Agiled, you’re getting a complete enterprise administration resolution that lets your organization run easily with out ever switching instruments.

Handle all what you are promoting processes in a single spot.

Get lifetime entry to Agiled at the moment!