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
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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.
4.7
4.7/5
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 Lead Capture Forms
- Create client registration forms & questionnaires
- Embed forms on website or share via link
- Connect forms with Automations to automate business
Create and Manage Sales Pipelines and Deals
- Create Multiple Sales Pipelines
- Create Pipeline Stages according to your needs
- Assign deals to teammates.
- Track every step of the deal.
Manage Your Leads & Clients in one place.
- Keep all information related to leads and clients organized
- Convert leads to customers.
- Keep your conversations with contacts organized.
- Create tasks so you never miss a thing again.
- Create private notes to save important information..
Keep Your Customers happy with Support Toolkit
- Reply to tickets
- Assign tickets to teammates
- Create Reply Templates
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.Â
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.Â
Wait there's more
Account Management
Manage Accounts and keep all information about Accounts and their contacts in one place.Â
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.Â
Dashboard
Interactive CRM Dashboard that allows to keep track of activities in your CRM at a glance.
Hear It from Our Happy Users
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
Explore More Features
Productivity
Checkout how our productivity features like Project Management, task management and time tracking can help you.Â
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.Â
FAQs
What is a CRM?
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
What is CRM System?
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
Can I change the colors of Client Portal?
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.Â
How many clients can I invite to the 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.Â
Can I import CSV File with Custom Fields?
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.Â
Better Business Management
91% of members recommend Agiled to a Friend.
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