“We were losing $3-5K a month to unbilled scope creep. With Agiled, every change request gets logged as a line item before we start the work. Our margins improved in the first month.”
JP
Jenna Park
Founder, Relay Creative
For Agencies
Business Management Software Built for Agencies
Agency business management software that replaces your scattered stack. Agiled brings CRM, project management, invoicing, and client portal into one platform so you can win clients, deliver on scope, and shorten agency payment cycles.
No credit card requiredFree 14-day trial
Project delivery & scope
Scope creep and missed deadlines kill margins and client trust.
Clear visibility into what’s in flight, who’s doing what, and what’s next. Keep projects on track and scope under control.
Billing & payments
Invoicing delays and late payments hurt cash flow and morale.
Create invoices in seconds, track what’s paid and what’s overdue, and keep cash flow predictable.
Estimates & proposals
Scoping projects without clear pricing leads to misaligned expectations and lost revenue.
Build detailed estimates with line items, send them for approval, and convert accepted estimates into invoices and projects with one click.
Client portal
Clients constantly email asking for updates, files, and invoice statuses.
Give every client their own portal to view project progress, download deliverables, approve work, and pay invoices — without a single status-update email.
Scheduling & meetings
Coordinating discovery calls and review meetings eats into billable time.
Let clients self-book calls, reviews, and kickoffs directly from your booking page. Syncs with your calendar so there's zero back-and-forth.
Workflow automation
Repetitive admin tasks — follow-up emails, status changes, notifications — slow your team down.
Automate the busywork. Trigger follow-ups when deals move, notify your team when tasks are overdue, and keep everything flowing without manual effort.
How it works
A day with Agiled for your agency
See how Agiled fits into the workflows your team runs every day — from winning new business to getting paid.
1
Deal marked as Won
Your sales rep closes the deal in the CRM pipeline.
2
Project created from template
Agiled auto-creates the project with your standard task list, milestones, and team assignments.
3
Contract sent for e-signature
The SOW goes out for signing — no separate DocuSign login needed.
4
Client portal activated
Your client gets their own dashboard to track progress, upload assets, and view invoices.
5
Kickoff meeting booked
A scheduling link is sent so the client books a kickoff call at a time that works for both sides.
Done
Built for agencies
Everything you need to run a tight ship
From first lead to final payment, Agiled keeps your agency organized and efficient.
Deal pipeline
Track leads and opportunities from first contact to closed won. Never lose a deal to a forgotten follow-up.
Project & task management
Assign work, track progress, and manage scope. Clear visibility for you and your team.
Client invoicing
Create professional invoices with your branding. Track payment status and send reminders.
Time tracking
Log hours against projects and clients. Use accurate data for billing and capacity planning.
Client portal
Give clients a place to view projects, approve work, and pay invoices. Fewer emails, more clarity.
Estimates & proposals
Scope projects with clear deliverables and pricing. Turn proposals into projects and invoices.
Contracts & e-signatures
Send contracts and SOWs for electronic signature. Keep contracts and SOWs next to each project in the same workspace.
Expense tracking
Track project expenses and ad spend. Know your true margins on every engagement.
Testimonials
Trusted by agencies who value their time.
“We replaced Asana, Harvest, QuickBooks, and HoneyBook with one tool. My team actually uses it because everything lives in Agiled — no more switching between six tabs.”
MT
Marcus Torres
Operations Director, BrightPath Agency
“The client portal alone cut our support emails in half. Clients can see project status, download files, and pay invoices without pinging us for updates.”
SC
Sarah Chen
Account Manager, Pixel & Co
Integrations
Connects with the tools your agency already uses.
Keep your existing stack while Agiled becomes your operating layer. No rip-and-replace.
SlackGoogle CalendarZoomStripeQuickBooksZapierGmailGoogle DriveOutlook+100 more
FAQ
Common questions about Agiled for Agencies
Yes. Agiled is built for agencies of all stripes—digital, marketing, creative, branding, and design. The CRM, projects, and finance modules work together so you can manage clients, deliverables, and billing without tab-hopping.
Agiled supports both. Create project-based invoices for fixed-scope work, or set up recurring invoices for retainers. Use time tracking to bill hourly or to reconcile scope against retainer hours.
Yes. Agiled includes a client portal where clients can view projects, approve deliverables, and pay invoices. You control what they see and when.
Agiled supports integrations with popular tools for email, calendars, accounting, and more. Check our integrations page for the full list.
Agiled scales from solo freelancers to mid-size agencies. Start with the essentials you need, and add more features as you grow.
Projects and tasks keep deliverables visible. Clear task lists and status tracking make it easier to spot scope changes early and communicate with clients before they become problems.
Ready to run your agency without the chaos?
Agiled brings your pipeline, projects, and finances into one place. Start free.
No credit card requiredFree 14-day trialCancel anytime