via G2
“Agiled replaced six tools for us. Sales, delivery, invoices, and client comms now happen in one flow. Our team stopped context-switching and our close rate went up.”
JW
Jenna W.
Agency Founder
AI-powered business OS · CRM, projects, invoices & more
Stop Juggling Tools. Start Running Your Business.
Scattered tools, duplicated data, things falling through the cracks — sound familiar? Agiled replaces your CRM, project manager, invoicing app, scheduler, and client portal with one connected platform.
No credit card requiredFree 14-day trialCancel anytime
Trusted by 15,000+ businesses
4.7G2
4.6Capterra
4.5Trustpilot
Sound familiar?
Running a service business across a dozen apps is exhausting
You started your business to do great work — not to spend half your day copying data between tools and chasing loose ends.
5+ subscriptions
You're paying for a CRM, a project tool, an invoicing app, a scheduler, and a doc signer — none of which talk to each other.
Data everywhere
Client info in a spreadsheet, deals in your inbox, notes in Slack, invoices in another app. Context gets lost between tools.
Things slip through
A follow-up gets missed. An invoice goes unsent. A client asks for a status update you can't answer without checking three apps.
How it works
From first lead to loyal client — one connected flow.
Most tools stop at the signed contract. Agiled keeps going — through project delivery, invoicing, and long-term client management.
01
Capture leads
A lead fills out your form or books a call. Agiled creates a contact and deal automatically — no copy-pasting from email.
02
Send proposals & sign contracts
Draft a proposal with AI, attach a contract, and collect a deposit — all in one branded flow your client completes in minutes.
03
Deliver the project
A project spins up automatically with tasks, timelines, and your team assigned. Track time, share files, and keep clients updated via the portal.
04
Invoice & get paid
Convert tracked time and milestones into an invoice with one click. Clients pay online, and your books stay up to date automatically.
05
Grow the relationship
Every interaction lives on a single timeline. Follow up, upsell, or kick off the next project — with full context, not a blank slate.
Platform
Everything your business needs. Nothing it doesn't.
Purpose-built modules that work individually or together — so you can start with what you need and grow from there.
01
CRM
Never lose a lead. Close more deals.
Every inquiry, follow-up, and meeting — on one timeline. Drag deals through custom pipelines, set automated reminders, and know exactly where every opportunity stands. No spreadsheet required.
- Visual pipeline with drag-and-drop deal stages
- Unified contact timeline across all touchpoints
- Automated follow-ups and task assignments
02
AI Agents
An AI assistant that actually knows your business.
Ask it to draft a proposal, summarize a client's history, or flag overdue invoices. Agiled's AI works across every module — not in a silo — so it has the context to be genuinely useful.
- Context-aware chat across all your business data
- Draft emails, proposals, and reports in seconds
- Autonomous task execution with human-in-the-loop approval
03
Projects & Tasks
Deliver on time. Bill every hour.
Plan with kanban boards, Gantt charts, or task lists. Track time per task, share progress with clients through the portal, and convert completed work into invoices — automatically.
- Kanban, list, and Gantt chart views
- Built-in time tracking per task and project
- Project templates for repeatable workflows
04
Finance & Invoicing
Get paid faster. Chase less.
Turn completed projects into professional invoices with one click. Send payment reminders automatically, accept online payments, and keep your books clean — without a separate accounting app.
- Recurring invoices and automated payment reminders
- Expense tracking with receipt uploads
- Multi-currency support and financial reporting
05
Workflows
Automate the busywork you shouldn't be doing.
When a deal closes, spin up a project. When an invoice is overdue, send a reminder. Build visual automation flows that keep your business running — even when you're not at the keyboard.
- Visual node-based workflow editor
- Trigger on any event across modules
- Conditional branching and delay steps
06
Scheduling
End the back-and-forth. Let clients book directly.
Share a branded booking link and let clients pick a time that works. Agiled syncs with your calendar, sends confirmations, and attaches the meeting to the right contact automatically.
- Customizable booking pages with your branding
- Availability rules and buffer time management
- Google Calendar sync and video conferencing links
07
HR & People
Manage your team from onboarding to payroll.
Keep employee records, track attendance, handle leave requests, and run payroll in the same platform where your projects and clients live. No more switching between business tools and HR tools.
- Employee directory with org chart and departments
- Attendance tracking and leave management
- Payroll runs with automated salary calculations
08
Docs & E-Signing
Proposals and contracts — sent, signed, done.
Build proposals and contracts from templates, add signature fields, and track when they're opened, viewed, and signed. No DocuSign or PandaDoc subscription needed.
- Document templates for proposals and contracts
- Built-in e-signing with legally binding signatures
- Real-time tracking — viewed, signed, completed
09
Client Portal
Give your clients their own branded workspace.
A fully branded portal where clients view project progress, pay invoices, sign documents, and submit tickets. It makes your 5-person team look like a 50-person operation.
- Branded client dashboard with project visibility
- Self-service invoice viewing and payment
- Built-in support ticketing for client requests
A
Acme CorpClient Portal
JC
Welcome back, Julia
Here's an overview of your account.
Recent Invoices
View allINV-2024-032
Mar 1
$4,800paid
INV-2024-031
Feb 15
$2,400pending
INV-2024-030
Feb 1
$6,200paid
Active Projects
View allWebsite Redesign
18/25 tasks72%
Mobile App MVP
9/20 tasks45%
Brand Identity
27/30 tasks90%
Support Tickets
New ticketLogin issue on mobile
high2h ago
Invoice PDF not downloading
medium1d ago
Feature request: dark mode
low3d ago
Replace your stack
One platform instead of eight.
Stop paying $200+/month for tools that don't talk to each other. Agiled gives you CRM, projects, invoicing, contracts, scheduling, client portals, HR, and automation — all connected, all included.
CRM
HubSpot, Pipedrive, Salesforce
~$50/mo
Projects
Asana, Monday, Trello
~$30/mo
Invoicing
FreshBooks, QuickBooks, Wave
~$25/mo
Scheduling
Calendly, Acuity
~$15/mo
Contracts
DocuSign, PandaDoc
~$25/mo
Client portal
Copilot, SuiteDash
~$30/mo
HR & payroll
Gusto, BambooHR
~$40/mo
Automation
Zapier, Make
~$20/mo
Industries
Built for the way you work.
From creative studios to field service companies — Agiled adapts to your industry's workflow, not the other way around.
Apps
Your tools, connected.
Connect the tools you already use. Your existing stack stays connected while Agiled becomes the operating layer.
Browse all apps→
Mobile App
Your business, in your pocket.
Manage contacts, close deals, send invoices, and track projects from anywhere. The Agiled mobile app puts your entire workspace at your fingertips.
CRM on the go
Access contacts, deals, and notes from anywhere. Never lose track of a lead.
Invoicing & payments
Send invoices, accept payments, and track expenses right from your phone.
Project management
Manage tasks with kanban boards, collaborate with clients, and hit deadlines.
Scheduling
Manage your calendar, book appointments, and stay on top of your day.
9:41
Good morning
Dashboard
Revenue
$24.8k
+12.5%
Open deals
18
+3 new
Tasks due
7
today
Invoices
$8.2k
3 pending
Recent activity
New deal closed
$4,200
Invoice #1042 paid
$1,850
Meeting with Acme
2:30 PM
Home
CRM
Tasks
More
Reviews
Trusted by 15,000+ businesses worldwide.
Hundreds of reviews on G2, Capterra, and Trustpilot. Here's what teams say after making the switch.
via Capterra
“The pipeline to invoice handoff is the biggest win. Nothing gets dropped between teams anymore. We went from losing 10% of billable hours to near zero.”
RM
Rehan M.
Operations Lead, Digital Agency
via Trustpilot
“Setup took us two days, not two weeks like our last platform. The learning curve is genuinely low — my team was productive on day one.”
SR
Samantha R.
Client Success Manager
via G2
“We were paying $180/month across four tools. Agiled does everything they did for a fraction of the cost. The client portal alone was worth the switch.”
MT
Marcus T.
Freelance Consultant
via Capterra
“Our clients used to email us asking 'where's my invoice?' Now they log into their portal and see everything. It makes us look professional.”
LK
Lisa K.
Interior Design Studio Owner
via G2
“Finally, a platform where the CRM, project management, and invoicing actually talk to each other. No more Zapier hacks to keep things in sync.”
DC
David C.
Marketing Agency Director
Make the switch
Switching is easier than you think.
Whether you're coming from HoneyBook, Dubsado, Monday, or a patchwork of spreadsheets — we make the transition painless.
Free migration support
Our team helps you import your contacts, deals, projects, and invoices — no data left behind.
Up and running in days, not weeks
Agiled is designed to be simple. Most teams are fully onboarded in under a week with no IT help.
Your team will actually use it
A clean, modern interface that feels familiar. Less training, fewer support tickets, faster adoption.
No lock-in, ever
Export your data anytime. Month-to-month plans. Cancel with a click — though we don't think you'll want to.
FAQ
Questions? We've got answers.
Agiled is an all-in-one business management platform built for service businesses — agencies, freelancers, consultants, and small teams. It combines CRM, project management, invoicing, HR, scheduling, client portals, and AI agents into a single workspace so you can stop juggling multiple tools.
Most alternatives focus on one or two areas — client management, project tracking, or invoicing. Agiled covers the full client lifecycle: leads, proposals, contracts, projects, time tracking, invoicing, support, and even HR. Plus, every module shares the same data, so nothing falls through the cracks between handoffs.
Absolutely. Every module works independently. Start with CRM or invoicing, and activate projects, HR, or scheduling whenever you're ready. Your data stays connected across all modules from day one.
Not hard at all. We offer free migration support to help you import contacts, deals, projects, and invoices. Most teams are fully onboarded in under a week. You can also run Agiled alongside your current tools during the transition.
Yes. Agiled integrates with over 100 tools including Stripe, Google Calendar, Zoom, Slack, QuickBooks, Zapier, and many more. You can also use our API and webhooks for custom integrations.
Agiled offers simple per-user pricing with a free 14-day trial. All plans include access to every module — CRM, projects, invoicing, scheduling, client portal, and more. No hidden upsells. Visit our pricing page for detailed plan comparisons.
Security is a priority. Agiled uses enterprise-grade encryption, regular backups, and follows industry-standard security practices. Your data is hosted on secure cloud infrastructure with 99.9% uptime. You can export all your data anytime.
Yes. Agiled includes a fully branded client portal where your clients can view projects, approve proposals, sign contracts, pay invoices, submit support tickets, and communicate with your team — all under your own brand.
We offer email and chat support for all plans, plus priority support and dedicated onboarding for higher-tier plans. Our knowledge base and video tutorials are available to all users. We also have a community and regular product updates.
You didn't start your business to manage tools. Start running it from one place.
Join 15,000+ businesses that replaced scattered software with one platform their team and clients actually enjoy using.
No credit card requiredFree 14-day trialCancel anytime