The CRM Software to Grow Your Business

Capture Leads, convert them to clients, invite them to client portal and keep them happy with support toolkit. Forge strong relationship with your clients.

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4.7

4.7/5
Capterra

4.7

4.7/5

CRM Software built with you in mind.

Agiled is built to be flexible so it can fit your needs. You can keep every thing related to your leads and customers in one place. 

Capture Leads with Drag & Drop Forms

Create and Manage Sales Pipelines and Deals

Manage Your Leads & Clients in one place.

Keep Your Customers happy with Support Toolkit

Impress Your Clients with Client Portal

You can invite your clients to client portal where they can see all the information related to them organised in one place.

Customize Theme

Customize theme of the client portal according to your brand.

Custom Dashboard

Customize dashboard of the client portal as you want. 

Control Features

Decide what you want to show to the client and hide rest of the features.

Online Chat

Your clients can chat with your from client portal in realtime. 

Wait there's more

Account Management

Manage Accounts and keep all information about Accounts and their contacts in one place. 

CSV Import

Import your data in Agiled from CSV File. Easily Map columns to the information accurate.

Custom Fields

Create as many custom fields as you want to customise CRM according to your needs. 

Dashboard

Interactive CRM Dashboard that allows to keep track of activities in your CRM at a glance.

Hear It from Our Happy Users

The interface is intuitive and easy to navigate, which means that I can spend less time figuring out how to use the app and more time actually managing my projects

Ferdous
Marketer

I’ve tried a good few CRMs over the years, and once I got over the fact that none of them are going to actually do my work for me, I started to appreciate finer details

mike l.
Small business owner

I love that Agiled has a built-in invoicing feature that makes it easy to invoice clients and that the CRM is so easy to use. This is a must-have for anyone who is running a business.

Ahmad R.
Retail Sales & Marketing

This is really an incredible all in one solution. It is genuinely full of features. I can’t imagine how they deliver so much more than every other solution I’ve tried.

Jim C
Fundraising Consultant

etting 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. I wish I would have done this a long time ago.

Howard Olsen
Professional Speaker

I have added my first prospect and send a proposal. I really love all the detailed features. Almost anything is possible what you can imagine 🙂I really like that I can integrate Asana with Agiled

Klaziena Waerts
Coach

Top Rated by Professionals

4.7

4.7/5

4.7

4.7/5

4.8

4.7/5

Explore More Features

Productivity

Checkout how our productivity features like Project Management, task management and time tracking can help you. 

Scheduling

See how you can create custom appointment booking page and book meetings with your clients with ease.

Docs

See How you can use our intuitive drag and drop builder to create and send contracts and proposals to your clients. 

FAQs

CRM, or Customer Relationship Management, refers to the strategies, practices, and technologies that a company uses to manage and analyze customer interactions and data. This can be carried out in various ways depending on the specific practices of a business

A CRM system is a specific tool or software used to implement CRM practices. It helps businesses manage customer data, customer interaction, automate sales, track leads, contracts, marketing, customer support, and clients and employees’ management. It provides a structured and accessible approach to CRM

Yes, absolutely. You can customise everything about the Client Portal. You can set the custom theme, change login page, and enable disable features for client portal. 

There’s no limit. If you are on the paid plan, you can invite as many clients as you want on the client portal. 

Yes, you can import a CSV file with custom fields. You just have to create those custom fields in Agiled and then map those fields with CSV Sheet fields when you are importing Contacts. 

Better Business Management

91% of members recommend Agiled to a Friend.

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