“We were running HubSpot for sales, Asana for projects, and Xero for billing. Agiled replaced all three and our team actually adopted it because everything is connected.”
CN
Chris Nakamura
Co-Founder, Offset Studio
For Design Agencies
Business Management Software for Design Agencies
Business management software built for design agencies that brings your sales pipeline, project delivery, and finances into one place. Win more pitches, ship creative work on time, and keep your agency profitable.
No credit card requiredFree 14-day trial
Project delivery
Designers, strategists, and developers are spread across tools—nobody has a clear picture of project status or who's blocked.
Organize every project from brief to launch. See what's in discovery, in design, in review, and shipped—across the entire team.
Billing & profitability
Invoices go out weeks after delivery, retainer billing is manual, and you have no real-time view of agency revenue.
Invoice for projects and retainers as work ships. Track paid, pending, and overdue in one view so cash flow stays healthy.
Estimates & SOWs
Pitching without detailed scope documents leads to budget blowouts and uncomfortable conversations mid-project.
Build detailed estimates with phases, deliverables, and revision caps. Send for client approval and convert signed SOWs into projects and invoices automatically.
Client portal
Clients chase you for status updates, can't find the latest files, and forget to pay on time because everything is scattered.
Give every client a branded portal where they can view project progress, review deliverables, approve work, and pay invoices—without clogging your inbox.
Task management
Designers and developers juggle work across projects but no one has a single view of what's assigned, what's overdue, and what's blocked.
Assign tasks across projects with due dates, priorities, and file attachments. Everyone sees exactly what needs attention today.
Workflow automation
Repeating the same handoff steps for every project—creating folders, sending kickoff emails, notifying team—eats hours each week.
Automate recurring steps like project setup, status notifications, and follow-up reminders. Build custom workflows that run in the background so your team stays focused on creative work.
How it works
A day with Agiled for design agencies
See how Agiled fits into the workflows your agency runs every day.
1
Lead enters pipeline
An inbound inquiry or referral lands in the shared new business pipeline.
2
Discovery meeting
Schedule a call, capture the brief, and assess the opportunity.
3
Proposal built
Create a detailed estimate with phases, deliverables, revision caps, and timeline.
4
SOW signed
Send the statement of work for e-signature. Collect the deposit and kick off the project.
Done
Built for design agencies
Everything your agency needs to grow
From new business to project delivery to invoicing, Agiled keeps your agency running smoothly.
Shared sales pipeline
Track every opportunity across the agency—from inbound lead to signed contract. No more deals falling between partners.
Multi-project management
Run branding, web, packaging, and campaign projects simultaneously. See status across all active work at a glance.
Retainer & project billing
Invoice for fixed-fee projects, monthly retainers, and add-on work. Track revenue and outstanding balances in one view.
Client portal
Share deliverables, collect feedback, and let clients approve work and pay invoices—without endless email chains.
Team capacity planning
See who's assigned to what and when. Avoid overloading designers and ensure projects have the right resources.
Proposals & SOWs
Create professional proposals with scope, timeline, and budget. Turn signed SOWs into projects and invoices automatically.
Workflow automations
Automate project kickoffs, status updates, and follow-up reminders. Spend less time on process and more on design.
Cross-project task view
See every task across every project in one dashboard. Filter by assignee, priority, or deadline to spot bottlenecks fast.
Expense & profitability tracking
Track project expenses against invoiced revenue. Know which clients and project types are most profitable.
Testimonials
Trusted by design agencies who value their time.
“The client portal alone saved us hours every week. Clients review work, approve, and pay without a single status-update email from us.”
PM
Priya Mehta
Creative Director, Tidal Design
“We finally have real-time visibility into project profitability. Knowing which clients are profitable before the project ends has changed how we price work.”
ET
Elena Torres
Managing Partner, Studio Forma
Integrations
Works with the tools you already use.
Connect your agency stack so sales, projects, and billing stay in sync.
Google CalendarStripeQuickBooksGmailZapierSlackFigmaGoogle DriveXero+100 more
FAQ
Common questions about Agiled for Design Agencies
Agiled is ideal for agencies of 2–20 people. It covers client acquisition, project management, and billing—the three things small agencies struggle with most. Larger agencies can use it too, but the sweet spot is growing studios.
Yes. Each client can have multiple projects running simultaneously. Use the pipeline for sales and the project board for delivery. Filter by client, team member, or status to see what matters.
Set up retainer clients with monthly recurring invoices. Track hours or deliverables against the retainer, and bill for overage work as add-on invoices.
Yes. Share design deliverables through the client portal. Clients can view files, leave comments, and approve—reducing email back-and-forth and speeding up sign-off.
Agiled focuses on CRM, project management, and finance. You can link to Figma files, Miro boards, or any external tool within tasks and project notes. Check our integrations page for supported connections.
Yes. The finance dashboard shows invoiced revenue, payments received, and outstanding balances. Filter by client, project, or time period to understand where your revenue comes from.
Agiled works for any creative agency—branding, web design, UX, packaging, or multi-disciplinary. The pipeline and project structure adapt to your services and workflow.
Ready to grow your agency without the operational chaos?
Agiled brings your sales, projects, and finances into one place. Start free.
No credit card requiredFree 14-day trialCancel anytime
Resources
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