Onboard clients smoothly with Flows

Streamline your client onboarding and start your relationship with clients professionally. 

Create Multi Step Onboarding Flows

Add multiple steps you want your clients to complete during onboarding. Collect all the data you need for the client projects.Add as many steps as you want.

Get Agreements Read and Signed

Add the content you want your clients to read while onboarding. This can be agreements or terms for working with you. Your clients can sign it during onboarding.

Embed Forms To Collect Data

Want to collect more data? Embed forms created in Agiled with simple steps. Your clients will be able to fill the form during onboarding.

Embed Content For Your Clients

Our powerful editor lets you embed custom content in the onboarding process. This can help in showing important data like photos, videos, and textual content to your clients.

Get Important Files From Your Client From The Start

With our onboarding flows and file manager, you can ask your clients to upload files that are important for your work together. You can even choose the folders where the files would go.

Share All The Important Documents

Share all the important documents with your clients for the projects. This helps you share important information and keep things clear from the start.

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


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

Top Rated by Professionals







Explore More Features


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


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


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


Yes, you can embed videos in the onboarding process using our rich editor.

There is no limit on the number of steps in the onboarding flow. We understand that each business is different so there is no limit on the number of steps.

You can create onboarding flows with multiple steps in Agiled and assign it to your contacts/clients. Your clients can then go through each step of the flow to complete the onboarding. You don’t have to do anything other than creating the flow.

No, you can only embed forms created in Agiled in the onboarding process.

Better Business Management

91% of members recommend Agiled to a Friend.

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