Virtual assistant business management software that keeps every client, task, and invoice in a single workspace. Manage multiple clients, track time accurately, and bill without the overhead.
Task & workload management
Organize tasks by client with clear priorities and deadlines. See your entire workload across all clients in one view.
Invoicing & time tracking
Track time against clients, generate invoices from logged hours, and see payment status across all accounts in one view.
Meeting scheduling
Let clients book check-ins and onboarding calls from your availability calendar. Automatic reminders keep both sides prepared without email back-and-forth.
Client portal
Give every client a portal to submit requests, view task progress, access deliverables, and pay invoices — all in one organized space.
Contracts & service agreements
Send service agreements, NDAs, and retainer contracts for digital signature. Signed copies are stored alongside the client record automatically.
Client onboarding automation
Automate your onboarding flow. Trigger welcome emails, create standard task checklists, and send access request forms automatically when a new client signs on.
How it works
See how Agiled fits into the workflows you run every day.
Deal closed in pipeline
Move the prospect to Active Client in your CRM pipeline.
Retainer contract signed
The service agreement goes out for e-signature and links to the client record.
Client project created
A project is generated with your standard task categories — inbox, scheduling, social, bookkeeping.
Client portal activated
The client gets a portal to submit requests, view task progress, and pay invoices.
Onboarding call booked
A scheduling link goes out so the client books their kickoff call.
Built for virtual assistants
Agiled gives VAs a single platform to manage clients, tasks, and billing without juggling five different apps.
Store client details, preferences, and communication history alongside each client. Track retainer status and renewal dates.
Organize tasks by client and see your full workload across all accounts. Never miss a deadline again.
Log hours against specific clients and tasks. Use accurate time data for invoicing and capacity planning.
Generate invoices from tracked hours or flat retainer rates. Send professional invoices with your branding.
Let clients submit requests, view task progress, and pay invoices through a clean branded portal.
Set up automatic recurring invoices for retainer clients. Spend less time on admin, more on delivery.
Let clients book check-ins and onboarding calls directly from your availability calendar.
Send retainer contracts and NDAs for e-signature. Keep signed copies linked to the client record.
Automate welcome emails, task template creation, and access requests when new clients sign on.
Testimonials
“I manage five clients and used to keep track of everything in my head and a Google Sheet. Agiled gave me a task board per client and I stopped missing deadlines completely. My clients noticed.”
Kayla Bennett
Virtual Assistant & Online Business Manager
“The time tracking and invoicing together are the best part. I switch between client timers during the day and at the end of the month my invoices practically create themselves.”
David Okafor
Founder, Okafor VA Services
“I replaced Toggl, Trello, and PayPal invoicing with Agiled. My clients love the portal — they submit requests there instead of texting me at all hours. Boundaries and professionalism in one tool.”
Sarah Mitchell
Executive Virtual Assistant
Integrations
Keep your productivity apps while Agiled handles clients, tasks, and billing.
FAQ
Yes. Create separate projects for each client and view all your tasks across clients in a single dashboard. Filter by client, priority, or due date.
Both. Track hours and create invoices from logged time, or set up recurring invoices for flat-rate retainers. Mix and match per client.
Yes. The client portal lets clients submit requests, view progress on current tasks, and pay invoices — all without back-and-forth emails.
Agiled offers plans that work for solo virtual assistants. You get CRM, task management, and invoicing without paying for enterprise features you don't need.
Create onboarding checklists as project templates. Each new client gets a consistent setup process with all the right tasks and information requests.
Yes. Switch between client timers easily throughout your workday. Agiled tracks cumulative time per client so you always have accurate billing data.
Yes. Assign team members to client accounts, track workloads across your team, and manage billing centrally.
Agiled keeps your clients, tasks, and invoices in one VA workspace. Start free.
Resources
In-depth comparisons and recommendations to help you choose the right tools.