“We were drowning in approval emails and missed deadlines. Agiled gave us a single board for every campaign, and clients approve content right in the portal. Our delivery speed improved immediately.”
SG
Sophia Grant
Founder, Grant Media Group
For Marketers & PR Professionals
Business Management Software for Marketing and PR
Marketing and PR business management software that brings your client pipeline, campaign tracking, and retainer billing into one place. Deliver campaigns on time and bill without the admin chaos.
No credit card requiredFree 14-day trial
Content & deliverable tracking
Blog posts, social content, and press releases scatter across tools—you never know what's due, what's in review, or what's blocking.
Clear visibility into every deliverable. See what's planned, in progress, in review, and published—so campaigns ship on time.
Retainer billing
Monthly retainer invoices are manual—you spend hours creating the same invoices every month instead of delivering for clients.
Set up recurring retainer invoices once. Track what's paid, what's pending, and what's overdue—so billing runs on autopilot.
Campaign proposals & SOWs
Scoping campaign proposals with deliverables, timelines, and budgets takes hours and often leads to misaligned expectations.
Build detailed campaign proposals with line items for each deliverable. Send for client approval and convert accepted proposals into projects and invoices instantly.
Client portal
Clients email daily asking for campaign updates, content approvals, and invoice status.
Give every client a self-service portal to view campaign progress, approve content and assets, and pay invoices — without constant check-in calls.
Campaign workflow automation
Manually sending approval requests, status updates, and deadline reminders for each campaign is a time sink.
Automate content approval workflows, deadline notifications, and campaign status updates. Keep campaigns moving without manual follow-up.
Campaign expense tracking
Ad spend, freelancer costs, and production expenses scatter across credit cards and receipts — reconciling margins is painful.
Track campaign expenses by client and project. Attach receipts, categorize by type, and see true campaign profitability at a glance.
How it works
A day with Agiled for marketers and PR pros
See how Agiled fits into the workflows you run every day.
1
Deal closed in pipeline
Your sales lead moves the deal to Active in the CRM pipeline.
2
Retainer agreement signed
The SOW goes out for e-signature — signed copies link to the client record.
3
Campaign project created
A project is generated with standard phases — strategy, content creation, review, and publishing.
4
Client portal activated
The client gets a branded dashboard to track campaign progress, approve content, and pay invoices.
5
Kickoff meeting booked
A scheduling link goes out so the client books a strategy kickoff call.
Done
Built for marketers & PR
Everything you need to run your agency
From campaign pipeline to deliverable tracking to retainer billing, Agiled keeps your agency organized.
Campaign pipeline
Track every opportunity from lead to proposal to active. Never lose a campaign to a forgotten follow-up.
Deliverable tracking
See what's planned, in progress, in review, and published. Clear visibility so campaigns ship on time.
Retainer invoicing
Set up recurring retainer invoices once. Track payment status and send reminders automatically.
Client portal
Give clients a place to view campaigns, approve content, and pay invoices. Fewer emails, faster approvals.
Proposals & SOWs
Scope campaigns with clear deliverables and pricing. Turn signed proposals into projects and invoices.
Content & asset management
Attach content and assets to tasks and campaigns. Keep everything in one place so nothing gets lost.
Campaign expense tracking
Track ad spend, freelancer costs, and production expenses by campaign. Know your true margins on every engagement.
Approval workflows
Automate content approval requests and deadline reminders to keep campaigns moving without manual follow-up.
Testimonials
Trusted by marketers & pr professionals who value their time.
“I replaced Asana, FreshBooks, and Dropbox with Agiled. My team stopped losing files and forgetting invoice dates. The retainer billing alone saves us five hours a month.”
CM
Carlos Mendez
Managing Director, Mendez PR
“The pipeline view showed me that half my proposals were stalling at the same stage. I fixed my pitch deck and my close rate jumped. I would not have seen that pattern without Agiled.”
HB
Hannah Brooks
Digital Marketing Consultant
Integrations
Works with the tools you already use.
Keep your marketing stack while Agiled handles clients, campaigns, and billing.
Google CalendarZoomStripeQuickBooksGmailZapierSlackGoogle DriveMailchimp+100 more
FAQ
Common questions about Agiled for Marketers & PR Professionals
Agiled works for both marketers and PR professionals—and agencies that do both. The CRM pipeline, project tracking, and invoicing adapt to your business model, whether you do content marketing, PR, social, or full-service.
Create recurring invoices for monthly or quarterly retainers. Set the frequency once and track payment status for each invoice. Send reminders for overdue payments automatically.
Yes. Use projects to organize each campaign—content, PR, social, or product launch. Add tasks for deliverables, approvals, and publishing. Clear status tracking so you know what's next.
Agiled focuses on CRM, projects, and finance. Check our integrations page for supported connections to marketing and PR tools.
Yes. Agiled includes a client portal where clients can view campaigns, approve deliverables, and pay invoices. You control what they see and when.
Agiled scales from solo consultants to small and mid-size agencies. Start with the essentials—pipeline, projects, invoicing—and add more as you grow.
Ready to run your agency without the chaos?
Agiled brings your pipeline, campaigns, and billing into one place. Start free.
No credit card requiredFree 14-day trialCancel anytime