Stop Managing Clients Across Five Different Tools
Contacts in one app, deals in a spreadsheet, emails in your inbox, tickets in Slack. Sound familiar? Agiled puts your entire client relationship in one place — so your team actually knows what's going on.
Accounts
Stop losing context when people leave companies
Group contacts under company accounts. When someone new joins a client company, you see the full history — deals, notes, emails — not a blank profile.
Learn moreDeals & Pipelines
Stop guessing which deals will close this month
See every deal on a visual board with stage, value, and owner. Drag to update. Forecast revenue without asking your team for status updates.
Learn moreSales Pipeline
Default PipelineWebsite Redesign
Acme Corp · Sarah Kim
SEO Audit
NovaTech · James Chen
Mobile App
Greenleaf · Maria Lopez
API Integration
Meridian Co · David Park
Brand Strategy
TechStart Inc · Alex Rivera
Cloud Migration
Global Systems · Liam Brown
Data Analytics
Apex Ventures · Sophie Wu
Support Portal
Peak Labs · Ryan Taylor
E-Commerce Platform
Swift Retail · Emma Davis
Forms & Lead Capture
Stop copy-pasting leads from forms into your CRM
Build branded forms that auto-create contacts, deals, or tickets on submission. No Zapier, no manual entry, no leads slipping through.
Learn moreSupport Tickets
Stop letting client issues get buried in email
Every client request gets tracked with status, priority, and an owner. Threaded replies, internal notes, and a full timeline — so nothing goes unanswered.
Learn moreSupport Tickets
Login issues after password reset
I've tried resetting my password three times but keep getting a 403 error after signing in.
I can see the session token is being invalidated. Let me check the auth middleware.
Found the issue — a recent deploy introduced a regression in token refresh. Pushing a hotfix now.
Capabilities
One system for your entire client lifecycle
From first lead to long-term account management — everything your team needs to sell, support, and retain clients.
Contacts & Accounts
Stop scattering client info across spreadsheets. Centralized profiles with activity timelines, custom fields, and tag-based segmentation.
Deals & Pipelines
No more guessing where deals stand. Visual kanban boards with drag-and-drop, value tracking, and weighted forecasting.
Support Tickets
Client issues shouldn't live in your inbox. Track requests with status, priority, threaded replies, and assignment.
Forms & Lead Capture
Stop copy-pasting form submissions. Build embeddable forms that auto-create contacts, deals, or tickets on submit.
Email Integration
Stop switching to your email app. Send, receive, and track emails directly from contact and deal profiles.
Client Portal
Stop fielding 'where's my invoice?' calls. Give clients a branded portal for invoices, projects, tickets, and documents.
FAQ
Common questions about the CRM
No. Agiled CRM is designed for service businesses — agencies, consultants, freelancers, and small teams. It covers the full client lifecycle: leads, deals, accounts, support tickets, and ongoing client management. It's for anyone who needs to manage client relationships, not just close deals.
Yes. Import contacts, accounts, and deals via CSV. Map your spreadsheet columns to Agiled fields, and everything comes in with the right structure. No data loss, no manual re-entry.
Everything is linked. A contact in your CRM can have invoices in Finance, tasks in Projects, appointments in Scheduling, and tickets in Support — all visible from their profile. No integrations needed, it's all one system.
Yes. Visibility controls let you set contacts, accounts, and deals as public, private, or shared with specific teammates. Everyone sees what they need to, nothing more.
Yes. Add custom text, number, date, select, and checkbox fields to contacts, accounts, and deals. Capture exactly the data your business needs without workarounds.
Agiled is fully responsive and works on any device with a browser. A dedicated mobile app is on the roadmap. In the meantime, the web app works great on phones and tablets.
Everything. All CRM features — contacts, accounts, deals, tickets, forms, email — are included in the 14-day trial. No credit card required. No feature limits.
Ready to stop juggling client tools?
Join 15,000+ businesses managing their client lifecycle in one place. Start your free 14-day trial — no credit card, no setup headaches.