Everything You Need to Run Your Business
Agiled combines CRM, invoicing, project management, and more into one powerful platform.
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CRM
Manage contacts, accounts, and customer relationships with activity timelines and full context.
Deals & Pipelines
Track every deal from first conversation to closed-won with visual kanban pipelines.
Forms & Lead Capture
Build embeddable forms to capture leads and auto-create contacts, deals, or tickets.
Tickets
Manage support tickets, track resolution, and keep clients informed.
Client Portal
Give clients a branded portal to view projects, pay invoices, and submit support tickets.
Finance
Finance Overview
Financial dashboard with revenue tracking, payment status, and reporting — all in one place.
Invoices
Create professional invoices, send payment reminders, and accept online payments.
Estimates
Send quotes and estimates to clients, then convert accepted ones into invoices with one click.
Expenses
Track business expenses, upload receipts, and categorize spending for clean bookkeeping.
Productivity
Project Management
Plan and track projects with kanban boards, lists, and calendar views.
Tasks
Manage tasks with multiple views, assignees, priorities, and due dates.
Time Tracking
Track billable hours per task and project. Convert tracked time into invoices.
Scheduling
Create booking pages, set availability, and let clients schedule appointments online.
Workflow Automation
Build powerful automation flows with a visual builder. Triggers, conditions, and actions — no code required.
Platform
Agiled AI
An AI assistant that works across all modules — draft proposals, summarize client history, and automate tasks.
Documents & E-Signing
Create proposals and contracts from templates. Send for e-signing and track status in real-time.
File Management
Organize, share, and manage files across your entire workspace.
Ready to get started?
Join thousands of businesses using Agiled to manage their operations.