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Small and medium sized businesses, Agencies and Freelancers
Vestd is an excellent sharetech tool for companies of all sizes - from start-up to enterprise! Vestd is used by FDs, HR managers, accountants, legal professionals, investors and company secretaries.
As a developer and entrepreneur I would like recommend checking Hubspot and monday.com as they have interesting unique features to consider. I wish you a booming success guys.
The visual design also feels a little flat and boring with limited options for customization.
I am very happy with it because it is very intuitive and modern and covers the most important business processes I need. It is flexible and modern - and can clearly grow with me.
There is nothing yet I don't dislike about the software. I'm still an entrepreneurial noob so I'm constantly learning what I need and don't need.
For me it was important to have customized templates and good customization capabilities and Agiled delivers.
On the Items for sales, there's no way to get those items on a different store.
I've followed Agiled for a few months and the growth and amount of new features has been impressive. It has quickly matured into a useful product.
The only feature I'm missing is wave accounting and payment integration.
I get to do what I enjoy most - helping the clients design their schemes and spending more of my paid-time on what interests the client rather than what is interesting to lawyers.
Confusing paperwork and lots of uploads to do.
In particular was great in helping us understand how to use Vestd and the onboarding process was great. The only company we saw with a direct integration to Companies House.
Reporting to HMRC and the steps required are not intuitive and because they aren't done frequently are hard to remember.
The onboarding with fantastic customer service - caring, attentive, supportive, understanding, going at my pace, and educating all the way.
Where friction is felt is often due to government bureaucracy rather than a limitation of the software itself.
Great service, great people - [sensitive content hidden] was a great help, easy to use platform, saved me a packet on legal fees.
I think the product has a hard job to make complex products, especially because of regulatory requirements, accessible.
Robert T.: Hi there. My name's Rob, and I am the president and founder of my organization, and I'm giving Agile a five, and you can click on the link below for more of the review. Before Agile, I was really using, I'm going to call it a Frankenstein. I was using a lot of different applications, everything from Honey Book, to Excel, to Basecamp, to Trello, and trying to manage all of those. Dropbox for client files. It was just trying to piece all of those things together was just too much so I looked at Agile and found that all of those functionalities were built into the one platform. With Agile, the thing that I really like about it is, is with my organization, I'm trying to grow and I wanted to have the infrastructure and the pieces in place so that I could do that easily without having to change it all later. Being able to have a CRM, an HRM, so a human resource management tool built in, but also being able to use it for project management and the client portal. Those pieces together make it so that everything's built in. I'm using it for accounting and proposals now as well. It's really going to be really the backbone of my organization. Getting started with Agile was actually not that big a deal. It's a continual process, and going through all of the tutorials and the videos and the upgrade recently to the new interface was pretty simple. It's really just making sure that you're migrating the data that's important and the information that's important and setting it up so that you can do it. But even if you mess up, it's not that big a deal. You can actually change things pretty easily and quickly on the fly. Getting started with Agile, the biggest piece of advice I'd have for you is be thoughtful on what you're trying to accomplish and why you want the tool in place for your business. Only put the information in that you need to get started. Don't try and migrate everything, because a lot of times if you do that, it's garbage in, garbage out. So be thoughtful on what you're trying to accomplish, what the platform's really going to do for you, and then build your plan and your implementation plan from there. It doesn't have to be a highly documented tome. Use your note cards, use whatever, but build out the process and build it so that it fits your business. Don't make your business fit the tool.
Prioritize real-user-identified key features according to your needs to find your best fit.
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