Stop Losing Track of Your Client Companies
When contacts live in one place and company info lives in another, things get missed. Agiled groups contacts, deals, and activity under company accounts — so you always see the full picture.
Account Detail
Every interaction with a company, one screen
Open any account and see everyone you work with, every deal in progress, and the full activity history. No more piecing together information from five different tools.
Greenleaf Technologies
Technology · San Francisco, CA
Maria Lopez created a deal
Mobile App Development — $42,000
1 hour ago
Sarah Kim added a note
Q2 budget approved. Ready to proceed with phase 2.
3 hours ago
Contacts (3)
Deals (2)
Capabilities
Everything you need to manage company relationships
From first meeting to long-term partnership — tools that keep every company interaction organized and accessible.
Company Profiles
Name, email, phone, website, address, industry, and custom fields — everything about a company in one place.
Related Contacts
See every person associated with an account. Add new contacts, view roles, and access their profiles directly.
Linked Deals
All deals tied to an account show up in one tab. Track total deal value and see which opportunities are active.
Email History
Send and receive emails from the account profile. Every conversation is logged and searchable.
Tags & Custom Fields
Segment accounts by industry, size, tier, or any criteria. Add custom fields to capture what matters to your business.
Visibility Controls
Set accounts as public, private, or shared. Control who on your team can see and edit each company record.
Notes & Tasks
Add notes from meetings, create follow-up tasks, and track activity. Nothing falls through the cracks.
Import & Export
Bulk import accounts from CSV. Export your entire account list for reporting or migration.
FAQ
Common questions about Accounts
A contact is an individual person. An account is a company or organization. You can link multiple contacts to a single account — so when you open Acme Corp, you see every person you work with there, plus all related deals, notes, and activity.
Yes. Every deal can be associated with an account. When you view an account, you see all its deals in a dedicated tab — with stage, value, and assignee. This gives you a complete picture of the business relationship.
Each account can be set to Public (visible to your whole team), Private (only you), or Shared (specific team members). This is useful when different teams manage different client segments.
Yes. Add text, number, date, select, and checkbox custom fields to capture data specific to your business — like contract tier, annual revenue, or renewal date.
Yes. Upload a CSV, map your columns to Agiled fields, and import in seconds. Existing accounts are matched by name or email to avoid duplicates.
Yes. The account activity timeline shows notes, emails, tasks, deal changes, and contact interactions — everything that happened in the context of that company, aggregated in one place.
Ready to organize your client companies?
Group contacts under accounts and never lose context when people change roles. Free 14-day trial — no credit card required.