Juggling the myriad of tools needed to run a business can quickly become an exercise in chaos for entrepreneurs and small teams. Important information gets siloed across different systems that don’t integrate smoothly. Manual busywork bogs teams down. Hours get wasted piecing disparate solutions together. Agiled offers a lifeline for lean teams by providing an all-in-one business management platform to consolidate and optimize business operations.
This comprehensive solution combines robust tools for client management, team coordination, task tracking, financials, automation and more into a single ecosystem designed around the needs of small business owners. With Agiled’s innovative platform, solopreneurs and microbusiness operators can streamline workflows, delight customers and scale their ventures growth – all from one connected system.
Design and Quality
Agiled packs a robust suite of small business features into a cleanly designed, intuitive user interface. Navigating between the platform’s various sections feels seamless. Despite the packed functionality, the interface remains uncluttered. Workspaces for distinct tools like project management, contracts and scheduling make it easy to focus on specific tasks without getting overwhelmed. The quality and polish found throughout Agiled lends a sense of professionalism. Proposal templates look sharp. Invoice designs appear crisp and modern.
Thoughtful touches like mobile apps, dark mode, and uptime monitoring reinforce Agiled’s commitment to a premium user experience. Ongoing improvements and new feature releases reveal a product evolving along with user needs. Bugs and issues seem rare, but Agiled’s customer support promptly resolves them. For lean teams seeking enterprise-grade tools without the enterprise price tag, Agiled’s high-quality user experience punches above its weight.
Key Features and Functionality
Project Management
Agiled provides a full suite of project management features to streamline team workflows. You can create task lists, set dependencies to automate sequencing, assign due dates, and mark milestones. Robust views allow you to visualize project progress through calendars, Kanban boards, Gantt charts, and custom layouts. Time tracking is natively integrated so you can monitor billable hours across projects with just a click.
Contracts
Creating and managing contracts is streamlined with Agiled. Easily build customized proposals, statements of work and service agreements using pre-made templates. The contract builder includes merge fields to personalize details. Once finalized, contracts can be sent instantly to clients for e-signatures. Signed documents get stored in the system for easy reference and searching.
Scheduling
The integrated scheduler allows clients to book appointments and consultations based on your real-time availability. Customers simply choose an open slot on your calendar to eliminate back-and-forth emails. Appointments sync across team schedules to prevent conflicts. If plans change, bookings can be rescheduled or cancelled with ease. The scheduler delivers a smooth, professional client booking experience.
Payments
Agiled centralizes billing and payment management in one place. Craft polished estimates to demonstrate pricing clearly to prospective clients. Send professional invoices and easily accept online payments from customers. Robust reports provide financial insights across projects, clients and contractors. Integrations with accounting tools like QuickBooks keep financial data in sync.
Client CRM
Agiled’s built-in CRM gives a comprehensive overview of all your customers in one place. Client profiles include contact details, order history, communication records, and custom field data. Segment clients for targeted outreach. Activity tracking provides visibility into engagement over time. The CRM enhances client relationships with context about past interactions.
Team Management
Agiled comes equipped with a range of team management capabilities. Maintain an org chart to visualize team structure. Track PTO requests, working hours, and attendance for accurate record keeping. Share company announcements and feedback through the integrated employee portal. For small business using external payroll providers, Agiled provides the data export needed to simplify payroll preparation.
AI Assistant
Harness AI technology to generate written content with just a few prompts. Agiled’s AI assistant can produce proposals, emails, social media posts, ad copy, blog drafts and more in seconds. This amplifies your productivity when crafting personalized messages at scale. The AI even handles writing detailed wikis, product descriptions and long-form FAQ pages with remarkable quality.
Automations
Eliminate repetitive manual tasks by setting up sequences and triggers that run workflows automatically. Build automations like sending contracts for e-signatures upon completion, following up with clients after meetings, or onboarding new customers. Custom automations ensure key processes happen consistently without ongoing maintenance.
Forms & Templates
Quickly create polished documents tailored to your brand using Agiled’s library of professionally designed templates. Choose from proposals, contracts, briefs, invoices, checklists, and more. Customize colors, fonts, logos and content. Saved templates can be reused again and again to produce quality documents with no effort.
Integrations
Agiled connects with 1000+ business applications used across departments. Sync data between sales, marketing, finance, HR and productivity suites. Popular integrations include HubSpot, Mailchimp, Slack, Google Workspace, QuickBooks and more. Connect the platforms your team already relies on for full transparency.
Comparison with Similar Products
Agiled vs. Honeybook
Agiled matches Honeybook’s scheduling, proposals and contracts capabilities while adding more financial, team management and AI features.
Agiled vs. Dubsado
Agiled equals Dubsado’s robust client management and customization abilities while incorporating more financials, automation and AI.
Agiled vs. Monday.com
For project management, Agiled provides more specialized small business features compared to Monday’s more general workflow builder.
Agiled vs. Basecamp
Agiled offers many more native features like scheduling, payments, and CRM compared to Basecamp’s simpler project management approach.
Pros
- All-in-one integration saves time toggling between platforms
- User-friendly interface with little learning curve
- Packed with essential small business features
- Helps teams collaborate smoothly across projects
- Client management capabilities facilitate great customer experiences
- Automations streamline repetitive tasks to save time
- AI writing functionality creates content quickly
- Custom reports and dashboards provide business insights
- Templates allow fast creation of polished, branded documents
Cons
- Steep learning curve scaling to larger teams
- Support currently lacks phone option
- Reporting less robust than dedicated BI tools
- Higher entry price for solopreneurs User Experiences and Testimonials
User Experiences and Testimonials
” It’s a model when I see other applications where there’s no news or it doesn’t communicate.
You’re a model for a lot of startups, and frankly, I don’t regret a single second of it.”– Josephine Cunningham
Tips and Tricks
- Use saved templates for fast document creation once and reuse forever
- Build automations to have key tasks like onboarding happen in the background
- Integrate with your other essential platforms using Zapier
- Use dependencies for complex project workflows to sequence steps automatically
- Schedule regular project reviews on your calendar to stay accountable
- Enable dark mode for easier viewing
- Use the mobile apps to manage tasks and communicate with clients on the go
FAQs
Q1: Does Agiled offer a free trial?
Yes, Agiled offers a 14-day free trial to test the platform. Sign up on the website.
Q2: What integrations does Agiled support?
Agiled integrates with over 1000+ business apps via Zapier including Google Workspace, QuickBooks, Slack, Mailchimp, Facebook and more.
Q3: Can I customize Agiled?
Yes, Agiled allows you to customize fields, views, automations, templates and more to fit your exact needs.
Q4: How much does Agiled cost?
Agiled starts at $25/month for solopreneurs. Pricing scales based on number of team members and additional features.
Q5: Is Agiled secure?
Yes, Agiled utilizes enterprise-grade security including 256-bit SSL encryption, two-factor authentication and SOC 2 compliance.
Conclusion
For lean service businesses and solopreneurs, Agiled provides a powerful all-in-one system to grow a thriving microbusiness venture. The multitude of seamlessly integrated tools empowers small teams to scale smoothly and wow clients with professional experiences.
While the platform lacks the sophistication of more expensive legacy solutions, it delivers on core microbusiness needs around client relations, project execution and streamlined financials. For bootstrapped entrepreneurs intent on punching above their weight class, Agiled offers a cost-effective way to operate at enterprise standards on an indie budget.
Check out Agiled Here
The freedom to finally consolidate disparate systems and automate repetitive drudgery can transform workweek productivity for solopreneurs and tiny teams. For anyone seeking to simplify business operations under one umbrella, Agiled delivers ROI as a versatile platform built around the needs of lean startups.
I am a tech writer for several online publications. I love my two cats and chilling at home with my boyfriend watching Netflix. Sometimes we chill.
