What is it?
Agiled is an all-in-one, white-label ready business management platform designed to streamline operations by managing clients, leads, finance, projects, tasks, and employees in one centralized location. This comprehensive solution eliminates the need to switch between multiple tools, offering a unified approach to business process management.
Agiled Features
- White-labeled Client Portal: Each client gets a dedicated portal for seamless interaction
- Comprehensive CRM System: Built-in functionality to manage leads and clients with unlimited custom fields
- Project Management Tools:
- Customizable project templates
- Task dependency tracking
- Milestone management
- Progress monitoring
- Financial Management:
- Professional invoicing
- Online payment integration (Stripe, PayPal, Mollie)
- Automated billing system
- Expense tracking
- Contract Management: Create, organize, and manage digital contracts
- HR Management System:
- Employee time tracking
- Attendance monitoring
- Leave management
- Payroll processing
How Agiled Can Help?
Consider a digital marketing agency managing multiple clients and projects. Here’s how Agiled streamlines their workflow:Client Management: The agency can create individual client portals, maintaining professional communication and document sharing in one place.Project Execution:
- Create project templates for recurring services
- Assign tasks to team members
- Track progress through milestones
- Monitor time spent on each project
Financial Operations:
- Generate professional invoices
- Set up recurring billing for retainer clients
- Track project expenses
- Generate financial reports for analysis
Agiled FAQ
What integrations does Agiled offer?
Agiled integrates with popular tools including HubSpot, Asana, QuickBooks, Zoom, and features Zapier connectivity for additional integrations.
Is Agiled GDPR compliant?
Yes, Agiled is fully GDPR compliant, ensuring data privacy and security.
Can I customize the platform for my brand?
Yes, Agiled offers white-label capabilities for both client and employee portals.
What payment methods are supported?
Agiled supports payments through Stripe, PayPal, and Mollie integrations.
Conclusion
Agiled stands out as a comprehensive business management solution that consolidates essential business operations into a single platform. With its robust feature set spanning CRM, project management, financial tools, and HR capabilities, it’s an ideal choice for businesses looking to streamline their operations and improve efficiency. The platform’s white-label functionality and extensive integration options make it a versatile tool for growing businesses.
