“I was running my business out of Gmail, a spreadsheet, and a sticky note app. Agiled gave me a real system without the learning curve of enterprise software. I set it up in an afternoon.”
TB
Tom Bradley
Owner, Bradley Maintenance Services
For Small Businesses
Small Business Management Software That Just Works
Small business management software that combines your CRM, project tracking, and invoicing into one platform. Focus on growing your business instead of wrestling with a scattered software stack.
No credit card requiredFree 14-day trial
Work & project tracking
Tasks and commitments live in your head — things fall through the cracks as business picks up.
Simple project boards that keep every task visible. Know what's due, who's responsible, and what's next without complex project management jargon.
Invoicing & cash flow
Creating invoices takes too long, and chasing late payments is awkward and time-consuming.
Create professional invoices in minutes, send automatic reminders, and see your cash flow at a glance.
Estimates & quotes
Writing up quotes in Word or email leads to pricing mistakes and lost opportunities.
Create professional estimates with line items and send them for approval. Convert accepted quotes into invoices and projects with one click — no retyping needed.
Consultations & appointments
Prospects and customers try to schedule calls and meetings over scattered channels—you miss opportunities when you can't answer the phone.
Offer a simple booking page linked to your availability. Customers pick a slot; confirmations and reminders happen automatically.
Customer portal
Customers call or email asking for project updates, quote status, and invoice details.
Give every customer a self-service portal to view projects, approve quotes, pay invoices, and submit requests — without a single phone call.
Business workflow automation
Sending follow-up emails, payment reminders, and task assignments manually takes time you don't have.
Automate lead follow-ups, payment reminders, and task assignments. Keep your business running smoothly even when you're focused on delivery.
Expense tracking
Business expenses are tracked in spreadsheets or not tracked at all — tax time is always stressful.
Log expenses, attach receipts, and categorize by project or type. See where your money goes and simplify tax preparation.
How it works
A day with Agiled for your small business
See how Agiled fits into the workflows you run every day.
1
Lead captured in pipeline
A new deal appears when someone fills out your contact form, calls, or is referred.
2
Follow-up reminder set
Agiled sets a follow-up task so the lead does not go cold while you are busy with other work.
3
Quote sent for approval
Create a professional estimate with line items and send it for client approval.
4
Contract signed
The service agreement goes out for e-signature — no printing or scanning needed.
5
First invoice sent
Convert the approved quote into an invoice and the customer pays online.
Done
Built for small businesses
Simple tools that grow with you
Agiled gives small businesses enterprise-level organization without the complexity or price tag.
Simple CRM
Track customers and deals in a visual pipeline. No CRM experience required — just drag, drop, and follow up.
Task & project boards
Organize your work with straightforward task boards. Assign work to team members and track progress effortlessly.
Professional invoicing
Create branded invoices and send them in minutes. Automatic payment reminders reduce awkward follow-up conversations.
Estimates & quotes
Send professional quotes to prospects. Convert accepted quotes into invoices with one click.
Expense tracking
Log business expenses and attach receipts. See where your money goes and simplify tax preparation.
Client portal
Give customers a professional space to view projects, approve quotes, and pay invoices online.
Workflow automation
Automate lead follow-ups, payment reminders, and routine task assignments to save hours every week.
Contracts & e-signatures
Send service agreements and contracts for digital signature. Keep signed copies linked to the customer record.
Testimonials
Trusted by small businesses who value their time.
“We used to forget follow-ups and lose leads. With the pipeline view, I can see every opportunity and my close rate went up because nothing slips through anymore.”
MG
Maria Gonzalez
Founder, Bright Path Tutoring
“The invoicing and payment reminders alone saved me hours every month. Customers pay faster because they get professional invoices with an online payment link instead of my old Word doc invoices.”
JL
Jason Lee
Owner, Lee Landscaping Co.
Integrations
Works with the tools you already use.
Agiled connects with the apps small businesses rely on every day.
Google CalendarZoomStripeQuickBooksGmailZapierGoogle DriveOutlookSlack+100 more
FAQ
Common questions about Agiled for Small Businesses
Yes. Most small businesses are up and running within an hour. Import your contacts, set up your pipeline stages, and start managing your business right away.
That's exactly the idea. Agiled combines CRM, project management, invoicing, estimates, and time tracking into one platform — so you can cancel subscriptions to separate tools.
Yes. Whether you sell services, products, or a mix of both, Agiled's CRM, project tracking, and invoicing adapt to your workflow.
Agiled offers affordable plans designed for small businesses. Start free and upgrade as you grow. No surprise charges or enterprise-only features you'll never use.
Yes. Add team members, assign tasks, and manage permissions. Everyone sees what they need without stepping on each other's toes.
Agiled supports integrations with popular accounting and payment tools. Check our integrations page for the full list of supported apps.
Ready to simplify how you run your business?
Agiled brings your customers, projects, and finances into one simple platform. Start free.
No credit card requiredFree 14-day trialCancel anytime