Everything You Need to Run Your Business

Agiled combines CRM, invoicing, project management, and more into one powerful platform.

CRM

Manage contacts, accounts, and customer relationships with activity timelines and full context.

Track every deal from first conversation to closed-won with visual kanban pipelines.

Build embeddable forms to capture leads and auto-create contacts, deals, or tickets.

Manage support tickets, track resolution, and keep clients informed.

Give clients a branded portal to view projects, pay invoices, and submit support tickets.

Financial dashboard with revenue tracking, payment status, and reporting — all in one place.

Create professional invoices, send payment reminders, and accept online payments.

Send quotes and estimates to clients, then convert accepted ones into invoices with one click.

Track business expenses, upload receipts, and categorize spending for clean bookkeeping.

Plan and track projects with kanban boards, lists, and calendar views.

Manage tasks with multiple views, assignees, priorities, and due dates.

Track billable hours per task and project. Convert tracked time into invoices.

Create booking pages, set availability, and let clients schedule appointments online.

Build powerful automation flows with a visual builder. Triggers, conditions, and actions — no code required.

An AI assistant that works across all modules — draft proposals, summarize client history, and automate tasks.

Create proposals and contracts from templates. Send for e-signing and track status in real-time.

Organize, share, and manage files across your entire workspace.

Join thousands of businesses using Agiled to manage their operations.