# Agiled Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Agiled the right CRM solution for you? Explore 350 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/206203/Agiled/reviews

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Agiled

4.7 (350)

[View alternatives](https://www.capterra.com/p/206203/Agiled/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Agiled

Ease of use

4.6

Customer Service

4.7

## Pros and Cons in Reviews

SW

Stacey W

ConsultantPublic Relations and Communications, 2 - 10 employeesUsed the software for: 1-2 years.

“From the CRM to onboarding new clients and handling the finances, Agiled is able to do it all in one place.“

January 18, 2026

Tess W

PhysicianHospital & Health Care, Self-employedUsed the software for: Less than 6 months.

“Prior to Agile, I was using a number of various software - all with bits of information in each and just couldn't stay on track/focus and felt like I was constantly 'looking for stuff' instead of accomplishing anything. “

May 29, 2022

YO

Yewande O

Business AdministratorEducation Management, 1,001 - 5,000 employeesUsed the software for: 1-2 years.

“Awesome value for money and it helped alot with team collaboration and project collaboration all the way“

December 8, 2025

Niel T

CEOMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months.

“The accounting and bookkeeping feature is not complete, for legal and tax purposes I have to acquire another way to complete“

April 29, 2022

SW

Stacey W

ConsultantPublic Relations and Communications, 2 - 10 employeesUsed the software for: 1-2 years.

“In addition, customer support is very responsive and willing to go the extra mile when I have questions.“

January 18, 2026

RD

Roly D

StaffDesign, 2 - 10 employeesUsed the software for: Less than 6 months.

“However, after days of using PARALLEL, I found out that it was not as comprehensive as AGILED.“

October 17, 2022

Ling Y

Business ConsultantInformation Technology and Services, 2 - 10 employeesUsed the software for: Less than 6 months.

“Looking forward to new developments and match up with other alternative solutions.- Business Start-up project management alongside CRM functionality.- Document for managing RFPs and contracts- Finance Function to manage expenses and financial/transaction records- Tasks management-“

June 14, 2023

Mohamed A

ConsultantInternet, 2 - 10 employeesUsed the software for: 6-12 months.

“Honestly i do not see any improvements in my mind right now but if i have, i let you know !“

May 4, 2023

## Showing most helpful reviews

Showing 1-25 of 350 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Richard K.  
Lawyer  
Law Practice  
Used the software for: Less than 6 months

### "All the features you need to run a business in one place AND easy to use"

August 26, 2021

5.0

Pros

What I enjoy most about Agiled is that it has everything I need in one dashboard. CRM, project management, invoicing, lead management. I have been managing all of these items with different apps. Now I can just go into Agiled for all of those items (plus I can cancel my subscriptions to those other apps and save that money).

Cons

There is a learning curve, albeit small. Also, the payroll feature is very basic. I'm hoping the Agiled teams makes the payroll module a bit more robust.

Alternatives considered

[Deskera ERP](https://www.capterra.com/p/10006773/Deskera-ERP/)

Reason for choosing Agiled

Price

Switched from

[Plutio](https://www.capterra.com/p/179406/Plutio/)[8am MyCase](https://www.capterra.com/p/115613/MyCase/)[Lendio](https://www.capterra.com/p/154197/Sunrise/)

I had been managing many of my daily tasks using 3 or more apps. I can accomplish all of that plus more through Agiled, which is nice because if I have to spend more time in one dashboard as opposed to three or more, I think I'll do it. So far, Agiled has met my needs to run my solo service-based business, and has been easy to use.

Review Source

Chaitanya B.  
CEO & Founder  
E-Learning  
Used the software for: Less than 6 months

### "The Best In Class Business Management Platform"

June 8, 2021

5.0

Before using Agiled I have used other platforms which had restrictions in terms of features and also expensive compared with Agiled. Agiled has all the features I have been looking for like CRM, Project Management, Time Tracking, Invoicing, Scheduling, Contracts & Proposals Templates, Announcements, Chat and Calendar Integration. With its white labelling options and simple and well organised layout Agiled is indeed a must buy for me and value for money. Highly Recommended !

Pros

1) Easy to use 2) 100% White Labelling Option with Custom Domain and SMTP. 3) All in one platform to manage clients, leads, sales, projects and employees. 4) Agiled is full of Customizations and comes with many built in Integration options available. 5) Overall Agiled is a full-fledged Business Management Software and indeed a value for money.

Cons

1) Mobile App is not powerful and not well organized as compared with the Desktop Version. 2) Wordpress Plugins and Woocommerce Integrations are in Roadmap. Overall no issues with Agiled looking at the Features and Pricing its really one of my best software choice of this year.

Alternatives considered

[Flowlu](https://www.capterra.com/p/166656/FLowlu/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Agiled

More Stable and Feature Rich and Value for Money.

Switched from

[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)

Feature Rich and Value for Money.

Review Source

Chase D.  
CEO  
Education Management  
Used the software for: Less than 6 months

### "Great potential but needs some work (new UI bugs)"

June 6, 2021

3.0

Pros

It's equivalent to several other CRMs I've tested in the past for features and power (Agile CRM, Apptivo). These seem to be adding more features and it may be an excellent product in the near future. But you can't beat the price!

Cons

I'm guessing most of the bugs I've run into are due to a recent UI release. Several issues have been reported to Support and the mobile functionality is currently limited. If these are fixed, it will be a great product.

Alternatives considered

[Apptivo](https://www.capterra.com/p/228915/Apptivo/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)

Reason for choosing Agiled

The current AppSumo deal makes it much more affordable and the feedback they are receiving from all Sumolings is likely to set this app in the right direction.

Review Source

Howard O.  
Founder / Principal  
Professional Training & Coaching  
Used the software for: Less than 6 months

### "Finally A Simple Intuitive Suite of Tools Under One Roof!"

February 14, 2022

5.0

Agiled has been an A+++ Experience. It was simple get up and running and while setting things up, I had a couple of questions and even though we are different time zones (India / Canada) I had real person responses in hours!

Pros

Setting up Agiled literally took me 10 minutes from start of set up to sending first invoice. It's dead simple and the on-boarding was very intuitive. Everything I need is under ne roof, drawing from one Database and no more duplication of tasks, data or input. I wish I would have done this a long time ago rather than justifying my investments in all the other systems.

Cons

So far, I havent found anything not to like. I'm not glossing this over. From where I sit, for my needs, it's got everything I need and a whole lot of features I think I'll never use. My proposal Software is still far more polished so I'll likely continue using it but unfortunately, it doesnt integrate with Agiled (or anything else) because it doesn't offer Integrately.

Reason for choosing Agiled

Agiled had a much simpler and more intuitive UI

Switched from

[CompanyHub](https://www.capterra.com/p/150740/CompanyHub-CRM/)[Fiskl](https://www.capterra.com/p/141615/Fiskl/)

I switched because I wanted CRM and Invoicing in One Tool and integration between the other tools was disjointed and in all honesty, the formatting of Fiskl Invoices looks ridiculous with North American Addresses and Comapany names. I've written several times and years later there has been no effort to address it.

Review Source

Jarrod O.  
Devops  
Information Technology and Services  
Used the software for: Less than 6 months

### "A Perfect all-in-one tool for SMB's"

November 21, 2021

5.0

I recommend this tool for any business or startup that wants the capabilities and infrastructure of the big companies without the hassle or upkeep of maintaining multiple tools.

Pros

Agiled has outperformed every business tool I have tried by consolidating so many features that I needed into a straightforward dashboard, removing the need for many SaaS tools that often don't integrate well.

Cons

You will need some HTML/CSS skills to fully take advantage of the White Label service.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[SuiteCRM](https://www.capterra.com/p/136373/SuiteCRM/)

Reason for choosing Agiled

Price, deployment and ease of maintenance.

Switched from

[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)

Price, maintenance and limitation of features

Review Source

Valor L.  
Marketing Consultant  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Thank you for being "highly agile""

June 29, 2021

4.0

I read up their website, roadmap, knowledge base, used their 14 day trials and contacted their support for more information. I compared to all my existing tools. I purchased and used Agiled for a bit, I am really happy with how it has made my business flow better.

Pros

It is going to replace my super decked out accounting/business management software because Agiled fits my user place way better. I'm just going to leave the other LTD business management software for another business... It is also going to replace my current paid CRM because it is comparable but has project management and proposal built into when the client accepts it all in 1 software. Well, then I guess it is not comparable anymore, it is superior! Agiled also has a roadmap to improve and add even more features. It is one of the main reasons I switched as well. Compared to other software I purchased, their roadmap seems to be empty and lacks of innovation, I would expect them not to improve my efficiency even though I am paying them a monthly fee, whereas I can expect Agiled to continue to wow me as they roll out new features.

Cons

compared to the other CRM, agiled is missing short automatic follow-up sequence or email templates. You will need to have this in your email marketing software or a swipe file somewhere.

Reason for choosing Agiled

better suit my usercase, I don't need POS or inventory management. However I also recommend enerprize for business requires inventory management. and less heavy on CRM.

Switched from

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[monday.com](https://www.capterra.com/p/147657/monday-com/)

all of them integrated into 1 software, no need 3 logins and jumping everywhere anymore.

Review Source

Doileen Dolo D.  
Marketing and Communications Director  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Best business decision"

November 15, 2021

5.0

I am very happy and pleased with my purchase decision

Pros

It's easy to use and that it is comprehensive.

Cons

I haven't had any issues so far. I've been using Agiled for a little over a month. My transition to the software was very smooth, moving my customers over was seamless.

Reason for choosing Agiled

I already had Honeybook, but I was looking for something with more features and ease of use.

Switched from

[HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)

I've heard great things and wanted to see if it will work for my business.

Review Source

Leonidas I.  
Entrepreneur  
Marketing and Advertising  
Used the software for: 1-2 years

### "Agiled Review "

November 25, 2021

5.0

great experience and support

Pros

Automation, billing, tasks all in one CRM even with ticketing

Cons

Customizations Recurring invoices to be more flexible with reminders etc Filtering invoices by recurring

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Agiled

Affordable price, lots of features and potential

Review Source

aka R.  
Founded  
Information Technology and Services  
Used the software for: Less than 6 months

### "Dont just like Agiled , Love it."

October 3, 2020

5.0

Over all experience with agiled has been more than good. Like what else one might need. I use agiled for proposals, client support, invoicing, estimates , contracts , expenses management, and what not.

Pros

Wow, what and amazing product kt is already, and they are adding more to it everyday. Like its already full but they are making it bigger and still adding to it. So much power, functionality and features in a single platform makes life and business so easy to manage. Truly as they say is is an all in one platform for all your accounting, crm, and business needs. The best of all is that it comes with 100% white-labeled option and you can resell it to your customers too.

Cons

Haven't yet got one, because whenever I run over a bug or a missing feature, i contact support and that missing thing is already there after few hours or minutes. There is a solution for all your needs. The only con is that the team is working really hard and maybe they are not even sleeping for an hour.

Switched from

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Zoho is way , way more costlier than agiled and that too they do not offer white labelled feature so all my clients know that i am using Zoho. But with agiled I can boast my client saying that we are the owner of the platform and upsell them our own branded agiled account.

Review Source

Mohd Farhan T.  
Founder  
Information Technology and Services  
Used the software for: Less than 6 months

### "Finally The All-In-One Solution For SMEs - More With Less"

September 27, 2020

5.0

Agiled is easy yet very powerful solution that exists. Yes, Agiled is pretty new in the market as compared to its other peers. But, when I actually tried it recently I was so surprised - it has immense amount of values for almost all types of business! From business owners to customers & all in between - holistic. With this, I can literally organize & streamline many (if not all) my day-to-day activities. To manage finance, contract, tasks, CRM, HR, employees (team), clients with their own portal & even project! - Unbelievable.

Pros

I think all in all one of the most apparent differentiator between Agiled & any other similar platform is its white-label feature. I can customize the domain, the logo, the name, the colour scheme in fact the SMTP setting to tailor to my own business identity. Honestly, I see a lot of potential in Agiled itself & it is simply the reason why I invest my business endeavour into it. Highly recommended - I cannot recommend it enough, I believe I'll never regret - you will too.

Cons

As I am writing this review, Agiled is still very new in the space. For that, I believe we would encounter a few glitches or maybe functions not well configured yet. However, for me personally this is not an issue but I understand Agiled is in its own journey. So, if I were Asad & team I do welcome bugs, some errors or urgent requirements from the vast majority of users.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Wrike](https://www.capterra.com/p/76113/Wrike/)

Reason for choosing Agiled

Value for money & plus the vision Asad has to close the low budget gaps for majority of SMEs owners on getting such multi-functional SaaS.

Review Source

Response from Agiled

October 5, 2020

Thankyou so much. We will keep improving our experience and feature for our users.

GR

Guru R.  
Marketing Strategist  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Freelancers, Start-ups, and Small Businesses: You Ought To Have Agiled"

October 3, 2020

5.0

Agiled is a very promising tool. The founders have really thought through its features - it is comprehensive and exhaustive, to say the least. The tool has features you need, you don’t need, you don’t need yet, and you don’t know you need. In addition, if you keep a tab on their roadmap, you’ll notice they have an endless stream of features and updates in the pipeline. In spite of its loaded features, it is surprising to note how fast and responsive Agiled is. To date, we’ve not experienced even a slight lag. Commendable performance, overall! With a free-forever entry-level plan, Agiled is a must-try tool. Give it a go - you have nothing to lose! Agiled is the result of passion for tech, creativity, continuous improvement, and sincere dedication by its people - all combined. If it continues to excel in customer support in the years to come, Agiled has the potential to carve out a special place for itself amongst other popular tech brands. A word of advice to the founders: as advocates of freelancers and start-ups, we highly recommend and request you to include the proposal feature in the free-forever version - at least a few templates. You can perhaps offset your costs by charging a small fee for every payment processed through Agiled. By doing so, you will be addressing a critical pain point that haunts every freelancer or start-up: that is, creating proposals.

Pros

Agiled is a full-fledged Business Management tool - it is not only a Project Management tool and a CRM, but it is also an HR, Finance, and a Contract Management tool. Agiled is an all-in-one platform that helps you to: \* Onboard and manage existing clients \* Integrate leads and prospects into your platform \* Manage projects \* Track employee time and vacation \* Generate and send proposals, estimates, and invoices \* Receive payments through Stripe and PayPal \* Track finances \* Manage support tickets \* Chat with your team and your clients or prospects \* Manage calendar events \* Communicate announcements to your staff and clients \* Sell your products with cart functionality \* Produce custom business reports Agiled is jam-packed with rich features. The best part: all these features come out-of-the-box! You’ll probably need a full day to explore the breadth and depth of its brilliant feature-set. There are a few stand out features that deserve a noteworthy mention: \* Easy integrations with several third-party apps \* Custom webhooks to import data from external sources \* Create forms and embed its HTML code on websites to import lead info \* Expandable Storage: Connect your Google Drive, Dropbox, or AWS \* Create Kanban boards to assign, track, and manage your team tasks. \* White-label: customize the platform to suit your branding \* Custom dashboards and reporting \* Slick, clean, & intuitive UI \* World-class customer support \*Hands-down\*

Cons

OVERWHELMING FEATURES If you’re a freelancer or a start-up without a team, you may not be using all of Agiled’s features. You won’t have the need to do so. For instance, Timesheets, Payroll, and Employee Vacation Tracking may mean nothing to you if you are a one-member team. Likewise, how badly would you need a chat feature or a ticketing tool? Agiled’s entry-level plan is a free-forever plan that does limit certain features. But it lacks some basic and critical features such as proposals and contracts. So, if you were to upgrade only because you need more space or the proposal feature, the other features may still be irrelevant to you. If the tool had an option to enable only those features you care to use, it can enhance the usability even more. LIMITED CRM In our opinion, the out-of-the-box CRM isn’t a full-fledged CRM. Don’t expect any fancy workflows. Also, there’s no Email Marketing. But with forms integration and leads management, the built-in CRM is good enough for most start-ups and freelancers.

Alternatives considered

[SuiteDash](https://www.capterra.com/p/154949/SuiteDash/)

Reason for choosing Agiled

Agiled had excellent reviews on AppSumo. The team was very responsive in answering questions, and they were quick to implement feedback - Agiled was truly agile - very impressive!

Review Source

CG

Chris G.  
Owner  
Marketing and Advertising  
Used the software for: 1-2 years

### "Everything I need now and ready to grow with me"

November 23, 2021

4.0

Agiled is a business management "backoffice" solution for smaller companies, freelancers and certainly for young startups that want to handle the essential processes CRM, Project Management & Timetracking, Contracts , Proposal & Finance as well as basic HRM processes in a modern SAAS solution. 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 . Is not yet a SAP ERP but already has much of what you really need as a young company.

Pros

\+ Whitelabeling, have my Google Workspace mail connected. + Support of own domain + The CRM update is super flexible and now has all the reports I expect in the standard. + The workflow engine automates my invoice amount control and reminders as well as my contract management. + Own ClientPortal, Ticketing fulfill the normal requirements and is directly integrated with the other modules. + Via the HRM module, projects & task tracking I also get cleanly integrated freelancers that we use flexibly. Thanks to web solution also internationally without barriers - that's how an online solution must work. + Clear GDPR, DPA, Privacy Statements, Cookie Statement, of course it remains your own responsibility to check whether this is sufficient for your own business and your own data. Hosting is USA + ... a lot of other business process modules which I don't need (yet) - but will need in the future.

Cons

Missing: - Accounting module reading bankaccount balance & movements. I know it complex on international level. Maybe first a manual upload is helpfull , most banks supports CSV export

Alternatives considered

[WISO MeinBüro](https://www.capterra.com/p/184987/WISO-Mein-Buro-365/)

Reason for choosing Agiled

Websolution, client portal & projects fits more for my business background

Review Source

VR

Verified Reviewer  
CEO  
Management Consulting  
Used the software for: Less than 6 months

### "Agiled is truly All-In-One, Loving it!"

January 11, 2022

4.0

It has been seamless to setup and implement the app.

Pros

It has soooo many features and modules in one app. I especially love having the CRM, Finance, Projects and Automation together.

Cons

Not having the ability to do email marketing. I'm sure it's on the cards.

Alternatives considered

[Plutio](https://www.capterra.com/p/179406/Plutio/)

Reason for choosing Agiled

Agiled has a greater number of features at a much lower price.

Switched from

[Freedcamp](https://www.capterra.com/p/132230/Freedcamp/)[Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)

Agiled combines many of the modules I had in previous apps, and more, into one app with a single dashboard to view. Helps me save time switching between apps.

Review Source

AP

Abdiel P.  
AIT  
Architecture & Planning  
Used the software for: Less than 6 months

### "Agility & depth, besides faults"

December 3, 2025

4.0

I think its a rather safe bet to call this a suite rather than a specialist tool. This can replace a couple of specialist tools in your pocket and have everything on one platform, and for that i think this service shows promise.

Pros

I think that the value for money is evident, and although it has its bugs and issues, i love having the dashboard show me everything.

Cons

I think some features show promise but, especially new ones, are a bit buggy, aswell as the slowness that sometimes occurs.

Review Source

Kelly L.  
Owner  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Awesome Business in a Box solution"

January 4, 2022

5.0

I have only really begun using all the functionality but have found it to be quite liberating knowing I'm in good hands with this platform

Pros

Everything you require to run a business is all under one platform. The features are seemingly endless. The amount of time, frustration and expense saved from having a patchwork of programs to do what Agiled can is awesome.

Cons

Only having to leave all the other platforms I was using and retrain myself and team. There is much to process so making the decision to switch isn't always easy but worth it in the long run.

Reason for choosing Agiled

all the features under one platform were key for me. I can stop looking for that one last piece to the puzzle and increase productivity

Review Source

VR

Verified Reviewer  
Managing director  
Professional Training & Coaching  
Used the software for: 6-12 months

### "A complete package for entrepreneurs"

August 1, 2021

4.0

Agiled offers the complete package and I love that it is available in several languages since I have a lot of international customers. Whenever I have needed help, I have gotten it in hours. Thank you!

Pros

I did not even realize how many features this software had before I bought it. I love how easy it is to manage all the business processes in one place. In the future, I hope only to use Agiled for everyhting and I believe it will be possible this year. The team is working incredibly hard to make all the integrations working smootly.

Cons

The only downfall is the synchronization with google calendar and calendar feature. As a coach, I need to my update my availability frequently and at the moment that is not that convenient. I am also looking forward that whatever I update on my google calendar would be synced with Agiled.

Reason for choosing Agiled

Language option and their desire to improve all the time.

Review Source

Tarunabh D.  
Film maker  
Motion Pictures and Film  
Used the software for: Less than 6 months

### "A very promising business/project management App with multiple features roled into one!"

October 5, 2020

5.0

I have the arduous task of managing my film projects and productions, and I am also going to start a Design Service. So I need to track all my probable leads and do good professional communication with my clients - right from the stage of approving the proposal, then signing the contract and then finally when the deal is finalized and I do the service, I can bill my clients with invoicing. I can also manage my projects and plan all the stages, as well as assign and divide the work load among my team-mates. And all this is possible with Agiled. So I believe investing in Agiled has been one of the better decisions of my life.

Pros

I was primarily looking for a good invoicing app and although there were a lot in the market, the combination of invoicing with lots of other wonderful features in 'Agiled' App won me over. And now when I started using it, I am appreciating it a lot more. They have invoice builder and numerous payment gateway options - including Razorpay that is convenient for me as an Indian user. I can keep a neat organized record of all my Clients and Leads in a separate section (CRM) and also manage the HRM of employees in my company- this feature I won't be using as I am a solopreneur. The ability to build contracts and proposals, that are professional looking alongwith live chat within the proposal template - is a life saver. There is also the ability to track my expenses and all transactions in the finance section and also a decent project management section with task management and assigning of task to other users or my employees. Another feature I like is the ability to customize the look and feel of the login page for both myself and my team members. Not to mention the ability to white label and add custom domain.

Cons

Agiled is pretty new tool and over time - hopefully with experience and a nice track record, it will gain more following and the ease of use and reputation will increase. Right now even I was hesitant to invest in a new tool, but the customer support and friendly gesture and support from \[SENSITIVE CONTENT HIDDEN\] himself won me over. Also the video tutorials are lacking and hopefully more tutorials and use cases will be added in good time.

Review Source

Kim L.  
Owner / Freelancer  
Marketing and Advertising  
Used the software for: Less than 6 months

### "All in one Management Tool!"

November 9, 2021

5.0

With Agile, I can easily manage my clients, projects, tasks, and employees with a single tool that is easy to customize, and I don't need to waste time setting up different tools and applications. The best part is that Agile is so easy to use and customizable after the learning curve. No one should work with a complicated tool when you can use a simple one like Agile.

Pros

I love the flexibility of this CRM. I have been able to customize my CRM to fit my business needs. The integrations are easy to use and I love the reporting feature. I am able to keep track of each and every task and event that takes place in my business. I am able to see my revenue and see what I need to improve on. I am able to see my hours and see how I can organize my time more efficiently. This is a great tool for SMBs that want to automate their business and create a central view of their work.

Cons

What I dislike about the product right now is the learning curve it takes to be able to fully configure everything so that it is customized to fit my business needs. However, there's plenty of knowledge base available to be able to learn quickly the platform and the plenty features it offers as an all in one tool.

Alternatives considered

[Plutio](https://www.capterra.com/p/179406/Plutio/)[Jumppl](https://www.capterra.com/p/177456/Jumppl/)[Clinked](https://www.capterra.com/p/169648/Clinked/)

Review Source

VR

Verified Reviewer  
Consultant  
Construction  
Used the software for: Less than 6 months

### "Good software to support company management system"

May 2, 2022

5.0

Agiled software can assist me in setting up a project management system for the company I'm helping to manage, including invoicing and general employee management. Agiled software also makes it easier for us to communicate directly with clients without worrying about missing messages.

Pros

\- Easy to use - Reasonable price - Simple UI - Many features that can support the management system - Availability of mobile applications although not 100% as expected - Availability of online manual documents although there are some things that need to be explained in more detail.

Cons

\- The mobile application is still not 100% comfortable to use - There are still shortcomings in the online manual document - When opening a notification, it does not automatically open the feature being discussed. - Online support is more often via email support even though there is an online chat feature.

Alternatives considered

[Yaraa AI Sales Agent](https://www.capterra.com/p/247614/Yaraa/)[FlowyTeam](https://www.capterra.com/p/205913/FlowyTeam/)

Review Source

SS

Scott S.  
Producer / Engineer  
Music  
Used the software for: Less than 6 months

### "Agiled - The Comprehensive Business Solution I Have Been Looking For"

October 9, 2020

5.0

For me, the first test of any new software before purchasing is the ease of use. I do not read any documentation in the beginning. One of the critical factors for me is that the software should be so intuitive that I don't need to read the manual, or the interactive help is context-sensitive when I do need it. I took Agiled for a test drive on one night. I checked out all areas after the initial onboarding Q&A. In less than 30 minutes, I had my company information, logo, invoices, estimates, and credit memos configured and ready to go. In the first hour, I was able to: -Add a client -Create my first Estimate and Invoice and test sending them via email. -Configure my payment gateway -Create a test project -Create a few tasks (Kanban board feature is excellent!) -Review all other areas of the system. I never had to go to the documentation once!

Pros

Key Takeaways: -Comprehensive -Configurable -Flexible -Fast! (Agiled responds quickly between different sections without waiting) -Fun. Yes, fun! I enjoy working in Agiled. Part of that is because I do not have to jump between various apps to do my work. -A responsive and helpful development and customer service team. -Rapid implementation of new items -An exciting roadmap of new features on the way. -A growing list of third-party integrations and automation that will extend the power of Agiled.

Cons

I can't say this is a "con" but there are SO many features that it is easy to get overwhelmed. If you take it step by step and follow the path that has been incorporated by Agiled you will be good. I think there could be more integrations with other third party products but they are adding new ones all the time.

Reason for choosing Agiled

It is a fast, easy to configure, and easy to use program that incorporates CRM, invoicing, contact management and more at a great price.

Review Source

Zack L.  
Freelance Digital Marketer  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Great CRM SAAS Tool Offered"

August 13, 2022

5.0

Agiled solved most of my problems as an entreprenuer so I can better focus on doing other stuff that enrich the clients and make the business prosper.

Pros

I initially plan to use this mainly for invoicing clients, but after going through the platform, there is so much more it can offer. Sales pipeline, form builder for lead generation and so much more.

Cons

Some of the items on the software are still in the beta stage. Hopefully, they can crush all the bugs and make it a solid and stable tool for the long run.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Reason for choosing Agiled

Value for money

Switched from

[ZipBooks](https://www.capterra.com/p/147352/ZipBooks/)

Value of the tool it brought.

Review Source

Ninos M.  
Creative Director  
Information Technology and Services  
Used the software for: 6-12 months

### "Using it, with hope for better improvements"

January 7, 2022

4.0

Overall i like Agiled, and where its headed especially knowing the team is always active and pushing new updates. The software includes many other portals such as quotes, estimates, tasks, time trackers, ... but to be fair, we dont use them, so i cannot comment on this.

Pros

Currently settled on Agiled and moved our CRM and Invoicing completely over to Agiled. the team is constantly improving the product and updating it. includes CRM and Invoicing features. overall it's not difficult creating accounts/contacts and generating invoices, there's mobile app, which s useful. (personally use Android app) although it's lacking some functions of the full online app.

Cons

The UI/UX could use some attention. as mentioned above, its not difficult using CRM/Finances (invoices) but it's not the easiest. simple changes such as easier access to Create contact/client/invoice makes a difference. the UI looks dated, compared to other players in the market today.

Reason for choosing Agiled

mainly it was the price point and mobile app availability that made us go with Agiled as of now.

Review Source

Tess W.  
Physician  
Hospital & Health Care  
Used the software for: Less than 6 months

### "The BEST One Software To Manage Nearly 15 Parts of Your Business"

May 29, 2022

5.0

Prior to Agile, I was using a number of various software - all with bits of information in each and just couldn't stay on track/focus and felt like I was constantly 'looking for stuff' instead of accomplishing anything. Having everything all in one software that also has a MOBILE app has LITERALLY led to increased revenue because I'm able to accomplish more in less time - professionally - consistently and aesthetically presentable.

Pros

The proposal software has templates and the ability to track the client's lifecycle all the way from the introduction to keeping in touch post-sale.

Cons

I had to purchase separate products to establish separate companies - each with individual emails/passwords, etc...kinda annoying.

Review Source

Dheeraj U.  
Business Development Manager  
Staffing and Recruiting  
Used the software for: 6-12 months

### "Excellent all-in-one project management software"

January 25, 2023

4.0

This programme is fantastic since it is so simple to use. I've been seeking anything that allows me to access all of my company's needs through a single app. This has allowed us to check the state of our work far more effectively than our prior tools.

Pros

Agile provides everything I need to run a little business. Not having many programmes or subscriptions has saved me a lot of time and money. Agile centralises all of my company's needs and is simple to use and navigate. CRM, Project and Task Management are my favourite features. It also allows us to communicate with team members without having to transfer to the team.

Cons

I had to make some additional payments to access the more complex capabilities, but I can't complain because it's still cheaper than alternative options. Due to the large number of options and/or features provided, it takes some time to become acquainted with the interface and finish the setup.

Review Source

eM

elaine M.  
Chief Imagination Officer  
Design  
Used the software for: Less than 6 months

### "Flexible, with numerous features"

October 27, 2021

4.0

Great product with a ton of features. Flexible enough to pick and choose what features you want to use.

Pros

The thing that really grabbed by attention with this app - and what sets it apart from others - are the numerous integrations already available. I use Zoho Books for my accounting. With other project management / business apps, they assume you are only using their product, so having to replicate invoices in Zoho Books was an added step with every project. Agiled's API connects directly with Zoho Books, saving me time. While there are a ton of features you can use to manage your entire business, it also scales for smaller businesses like mine. I have the option to disable features I don't need...and easily re-enable them down the road if my needs change. I also appreciate the fact that they offer white label. It is easy to brand and make it your own.

Cons

As a designer, I wasn't initially thrilled with the UI/UX design, but after digging in I found the design is very customizable - even allowing you to have different looks for each type of user: admin, team member, and client.

Review Source

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